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WEST VALLEY SAVINGS PLAN 401k Plan overview

Plan NameWEST VALLEY SAVINGS PLAN
Plan identification number 002

WEST VALLEY SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CH2M HILL BWXT WEST VALLEY, LLC has sponsored the creation of one or more 401k plans.

Company Name:CH2M HILL BWXT WEST VALLEY, LLC
Employer identification number (EIN):900629675
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST VALLEY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01LAURA ORTEGA LAURA ORTEGA2018-07-31
0022016-01-01LAURA ORTEGA LAURA ORTEGA2017-07-26
0022015-01-01LAURA ORTEGA LAURA ORTEGA2016-07-28
0022014-01-01LAURA ORTEGA LAURA ORTEGA2015-07-29
0022013-01-01LAURA ORTEGA LAURA ORTEGA2014-07-29
0022012-01-01LAURA ORTEGA LAURA ORTEGA2013-07-29
0022011-05-31LAURA ORTEGA

Plan Statistics for WEST VALLEY SAVINGS PLAN

401k plan membership statisitcs for WEST VALLEY SAVINGS PLAN

Measure Date Value
2023: WEST VALLEY SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01407
Total number of active participants reported on line 7a of the Form 55002023-01-01312
Number of retired or separated participants receiving benefits2023-01-0134
Number of other retired or separated participants entitled to future benefits2023-01-0160
Total of all active and inactive participants2023-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-016
Total participants2023-01-01412
Number of participants with account balances2023-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0116
2022: WEST VALLEY SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01371
Total number of active participants reported on line 7a of the Form 55002022-01-01308
Number of retired or separated participants receiving benefits2022-01-0129
Number of other retired or separated participants entitled to future benefits2022-01-0164
Total of all active and inactive participants2022-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-01407
Number of participants with account balances2022-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: WEST VALLEY SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01309
Total number of active participants reported on line 7a of the Form 55002021-01-01272
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0188
Total of all active and inactive participants2021-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-01373
Number of participants with account balances2021-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: WEST VALLEY SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01295
Total number of active participants reported on line 7a of the Form 55002020-01-01219
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-0181
Total of all active and inactive participants2020-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01312
Number of participants with account balances2020-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WEST VALLEY SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01304
Total number of active participants reported on line 7a of the Form 55002019-01-01203
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0183
Total of all active and inactive participants2019-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01296
Number of participants with account balances2019-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: WEST VALLEY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01327
Total number of active participants reported on line 7a of the Form 55002018-01-01204
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0191
Total of all active and inactive participants2018-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01304
Number of participants with account balances2018-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: WEST VALLEY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01343
Total number of active participants reported on line 7a of the Form 55002017-01-01230
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-0187
Total of all active and inactive participants2017-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01327
Number of participants with account balances2017-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WEST VALLEY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01350
Total number of active participants reported on line 7a of the Form 55002016-01-01239
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-0193
Total of all active and inactive participants2016-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01343
Number of participants with account balances2016-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WEST VALLEY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01330
Total number of active participants reported on line 7a of the Form 55002015-01-01220
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-01103
Total of all active and inactive participants2015-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01334
Number of participants with account balances2015-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: WEST VALLEY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01353
Total number of active participants reported on line 7a of the Form 55002014-01-01209
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-01107
Total of all active and inactive participants2014-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01328
Number of participants with account balances2014-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-012
2013: WEST VALLEY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01343
Total number of active participants reported on line 7a of the Form 55002013-01-01200
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-01130
Total of all active and inactive participants2013-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01340
Number of participants with account balances2013-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: WEST VALLEY SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01397
Total number of active participants reported on line 7a of the Form 55002012-01-01193
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-01141
Total of all active and inactive participants2012-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01344
Number of participants with account balances2012-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
2011: WEST VALLEY SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-31438
Total number of active participants reported on line 7a of the Form 55002011-05-31240
Number of retired or separated participants receiving benefits2011-05-319
Number of other retired or separated participants entitled to future benefits2011-05-31149
Total of all active and inactive participants2011-05-31398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-311
Total participants2011-05-31399
Number of participants with account balances2011-05-31360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-3114

Financial Data on WEST VALLEY SAVINGS PLAN

Measure Date Value
2023 : WEST VALLEY SAVINGS PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$18,009,496
Total of all expenses incurred2023-12-31$8,730,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$8,651,471
Expenses. Certain deemed distributions of participant loans2023-12-31$17,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$6,037,375
Value of total assets at end of year2023-12-31$81,644,681
Value of total assets at beginning of year2023-12-31$72,365,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$60,978
Total interest from all sources2023-12-31$56,903
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,359,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,359,116
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$3,406,188
Participant contributions at end of year2023-12-31$999,535
Participant contributions at beginning of year2023-12-31$867,433
Participant contributions at end of year2023-12-31$98,757
Participant contributions at beginning of year2023-12-31$91,311
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$662,268
Other income not declared elsewhere2023-12-31$57,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$9,279,350
Value of net assets at end of year (total assets less liabilities)2023-12-31$81,644,681
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$72,365,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$50,248
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$65,372,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$55,467,966
Interest on participant loans2023-12-31$56,903
Value of interest in common/collective trusts at end of year2023-12-31$15,107,609
Value of interest in common/collective trusts at beginning of year2023-12-31$15,884,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$9,116,052
Net investment gain or loss from common/collective trusts2023-12-31$383,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,968,919
Employer contributions (assets) at end of year2023-12-31$66,076
Employer contributions (assets) at beginning of year2023-12-31$54,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$8,651,471
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DOPKINS & COMPANY LLP
Accountancy firm EIN2023-12-31160929175
2022 : WEST VALLEY SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-9,026,417
Total of all expenses incurred2022-12-31$6,326,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,246,638
Expenses. Certain deemed distributions of participant loans2022-12-31$25,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,464,574
Value of total assets at end of year2022-12-31$72,365,331
Value of total assets at beginning of year2022-12-31$87,718,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$54,589
Total interest from all sources2022-12-31$40,107
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,436,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,436,980
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,974,581
Participant contributions at end of year2022-12-31$867,433
Participant contributions at beginning of year2022-12-31$740,677
Participant contributions at end of year2022-12-31$91,311
Participant contributions at beginning of year2022-12-31$75,749
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$729,261
Other income not declared elsewhere2022-12-31$68,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,353,287
Value of net assets at end of year (total assets less liabilities)2022-12-31$72,365,331
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$87,718,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$45,319
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$55,467,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$69,722,217
Interest on participant loans2022-12-31$40,107
Value of interest in common/collective trusts at end of year2022-12-31$15,884,055
Value of interest in common/collective trusts at beginning of year2022-12-31$17,104,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,311,566
Net investment gain or loss from common/collective trusts2022-12-31$275,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,760,732
Employer contributions (assets) at end of year2022-12-31$54,566
Employer contributions (assets) at beginning of year2022-12-31$75,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,246,638
Contract administrator fees2022-12-31$9,270
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DOPKINS & COMPANY LLP
Accountancy firm EIN2022-12-31160929175
2021 : WEST VALLEY SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$14,732,209
Total of all expenses incurred2021-12-31$5,881,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,772,578
Expenses. Certain deemed distributions of participant loans2021-12-31$13,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,586,776
Value of total assets at end of year2021-12-31$87,718,618
Value of total assets at beginning of year2021-12-31$78,868,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$96,008
Total interest from all sources2021-12-31$36,270
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,038,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,038,329
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,651,264
Participant contributions at end of year2021-12-31$740,677
Participant contributions at beginning of year2021-12-31$703,088
Participant contributions at end of year2021-12-31$75,749
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$620,631
Other income not declared elsewhere2021-12-31$73,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,850,547
Value of net assets at end of year (total assets less liabilities)2021-12-31$87,718,618
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$78,868,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$69,722,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$60,222,080
Interest on participant loans2021-12-31$36,270
Value of interest in common/collective trusts at end of year2021-12-31$17,104,741
Value of interest in common/collective trusts at beginning of year2021-12-31$17,942,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,688,119
Net investment gain or loss from common/collective trusts2021-12-31$309,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,314,881
Employer contributions (assets) at end of year2021-12-31$75,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,772,578
Contract administrator fees2021-12-31$96,008
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DOPKINS & COMPANY LLP
Accountancy firm EIN2021-12-31160929175
2020 : WEST VALLEY SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$14,577,762
Total of all expenses incurred2020-12-31$3,386,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,325,285
Expenses. Certain deemed distributions of participant loans2020-12-31$11,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,379,669
Value of total assets at end of year2020-12-31$78,868,071
Value of total assets at beginning of year2020-12-31$67,676,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$49,621
Total interest from all sources2020-12-31$41,604
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,008,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,008,595
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,365,052
Participant contributions at end of year2020-12-31$703,088
Participant contributions at beginning of year2020-12-31$741,732
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,007
Other income not declared elsewhere2020-12-31$61,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,191,104
Value of net assets at end of year (total assets less liabilities)2020-12-31$78,868,071
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$67,676,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$60,222,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$50,763,706
Interest on participant loans2020-12-31$41,604
Value of interest in common/collective trusts at end of year2020-12-31$17,942,903
Value of interest in common/collective trusts at beginning of year2020-12-31$16,171,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,765,500
Net investment gain or loss from common/collective trusts2020-12-31$321,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,008,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,325,285
Contract administrator fees2020-12-31$49,621
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2020-12-31160929175
2019 : WEST VALLEY SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$14,330,925
Total of all expenses incurred2019-12-31$5,611,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,500,482
Expenses. Certain deemed distributions of participant loans2019-12-31$19,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,235,258
Value of total assets at end of year2019-12-31$67,676,967
Value of total assets at beginning of year2019-12-31$58,957,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$91,979
Total interest from all sources2019-12-31$41,182
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,140,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,140,905
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,256,023
Participant contributions at end of year2019-12-31$741,732
Participant contributions at beginning of year2019-12-31$819,879
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$66,467
Other income not declared elsewhere2019-12-31$71,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,719,001
Value of net assets at end of year (total assets less liabilities)2019-12-31$67,676,967
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$58,957,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$50,763,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$42,613,566
Interest on participant loans2019-12-31$41,182
Value of interest in common/collective trusts at end of year2019-12-31$16,171,529
Value of interest in common/collective trusts at beginning of year2019-12-31$15,524,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,498,695
Net investment gain or loss from common/collective trusts2019-12-31$343,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$912,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,500,482
Contract administrator fees2019-12-31$91,979
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2019-12-31160929175
2018 : WEST VALLEY SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,826,829
Total of all expenses incurred2018-12-31$6,011,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,906,768
Expenses. Certain deemed distributions of participant loans2018-12-31$40,315
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,092,758
Value of total assets at end of year2018-12-31$58,957,966
Value of total assets at beginning of year2018-12-31$63,142,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$64,732
Total interest from all sources2018-12-31$39,357
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,937,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,937,851
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,213,345
Participant contributions at end of year2018-12-31$819,879
Participant contributions at beginning of year2018-12-31$874,549
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$12,881
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$26,403
Other income not declared elsewhere2018-12-31$67,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,184,986
Value of net assets at end of year (total assets less liabilities)2018-12-31$58,957,966
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$63,142,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$42,613,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$45,455,850
Interest on participant loans2018-12-31$39,357
Value of interest in common/collective trusts at end of year2018-12-31$15,524,521
Value of interest in common/collective trusts at beginning of year2018-12-31$16,794,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,638,741
Net investment gain or loss from common/collective trusts2018-12-31$328,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$853,010
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$4,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,906,768
Contract administrator fees2018-12-31$64,732
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2018-12-31160929175
2017 : WEST VALLEY SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$11,239,058
Total of all expenses incurred2017-12-31$4,310,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,238,536
Expenses. Certain deemed distributions of participant loans2017-12-31$9,152
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,051,772
Value of total assets at end of year2017-12-31$63,142,952
Value of total assets at beginning of year2017-12-31$56,214,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$62,954
Total interest from all sources2017-12-31$40,686
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,356,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,356,387
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,165,914
Participant contributions at end of year2017-12-31$874,549
Participant contributions at beginning of year2017-12-31$943,497
Participant contributions at end of year2017-12-31$12,881
Participant contributions at beginning of year2017-12-31$10,874
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,044
Other income not declared elsewhere2017-12-31$54,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,928,416
Value of net assets at end of year (total assets less liabilities)2017-12-31$63,142,952
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$56,214,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$45,455,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$38,309,794
Interest on participant loans2017-12-31$40,686
Value of interest in common/collective trusts at end of year2017-12-31$16,794,879
Value of interest in common/collective trusts at beginning of year2017-12-31$16,946,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,421,353
Net investment gain or loss from common/collective trusts2017-12-31$314,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$882,814
Employer contributions (assets) at end of year2017-12-31$4,793
Employer contributions (assets) at beginning of year2017-12-31$4,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,238,536
Contract administrator fees2017-12-31$62,954
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2017-12-31160929175
2016 : WEST VALLEY SAVINGS PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,159
Total income from all sources (including contributions)2016-12-31$6,528,273
Total of all expenses incurred2016-12-31$2,840,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,798,356
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$-208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,248,640
Value of total assets at end of year2016-12-31$56,214,536
Value of total assets at beginning of year2016-12-31$52,532,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$41,993
Total interest from all sources2016-12-31$39,456
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,221,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,221,987
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,098,862
Participant contributions at end of year2016-12-31$943,497
Participant contributions at beginning of year2016-12-31$901,880
Participant contributions at end of year2016-12-31$10,874
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$292,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$6,159
Other income not declared elsewhere2016-12-31$43,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,688,132
Value of net assets at end of year (total assets less liabilities)2016-12-31$56,214,536
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$52,526,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$38,309,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$35,700,059
Interest on participant loans2016-12-31$39,456
Value of interest in common/collective trusts at end of year2016-12-31$16,946,134
Value of interest in common/collective trusts at beginning of year2016-12-31$15,930,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,681,381
Net investment gain or loss from common/collective trusts2016-12-31$293,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$857,707
Employer contributions (assets) at end of year2016-12-31$4,237
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,798,356
Contract administrator fees2016-12-31$41,993
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2016-12-31160929175
2015 : WEST VALLEY SAVINGS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,159
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,472
Total income from all sources (including contributions)2015-12-31$3,526,367
Total of all expenses incurred2015-12-31$2,278,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,212,326
Expenses. Certain deemed distributions of participant loans2015-12-31$5,214
Value of total corrective distributions2015-12-31$90
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,773,012
Value of total assets at end of year2015-12-31$52,532,563
Value of total assets at beginning of year2015-12-31$51,281,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$61,118
Total interest from all sources2015-12-31$39,253
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,981,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,981,068
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,947,805
Participant contributions at end of year2015-12-31$901,880
Participant contributions at beginning of year2015-12-31$882,713
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$55,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$6,159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,472
Other income not declared elsewhere2015-12-31$58,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,247,619
Value of net assets at end of year (total assets less liabilities)2015-12-31$52,526,404
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$51,278,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$35,700,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,768,763
Interest on participant loans2015-12-31$39,253
Value of interest in common/collective trusts at end of year2015-12-31$15,930,624
Value of interest in common/collective trusts at beginning of year2015-12-31$14,629,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,401,795
Net investment gain or loss from common/collective trusts2015-12-31$75,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$769,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,212,326
Contract administrator fees2015-12-31$61,118
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2015-12-31160929175
2014 : WEST VALLEY SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,472
Total income from all sources (including contributions)2014-12-31$4,964,941
Total of all expenses incurred2014-12-31$3,459,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,437,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,721,282
Value of total assets at end of year2014-12-31$51,281,257
Value of total assets at beginning of year2014-12-31$49,773,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,764
Total interest from all sources2014-12-31$37,939
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,903,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,903,554
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,899,742
Participant contributions at end of year2014-12-31$882,713
Participant contributions at beginning of year2014-12-31$895,506
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$89,296
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,472
Other income not declared elsewhere2014-12-31$32,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,505,781
Value of net assets at end of year (total assets less liabilities)2014-12-31$51,278,785
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$49,773,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$35,768,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,283,308
Interest on participant loans2014-12-31$37,939
Value of interest in common/collective trusts at end of year2014-12-31$14,629,781
Value of interest in common/collective trusts at beginning of year2014-12-31$20,594,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$116,081
Net investment gain or loss from common/collective trusts2014-12-31$153,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$732,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,437,396
Contract administrator fees2014-12-31$21,764
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2014-12-31160929175
2013 : WEST VALLEY SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$9,557,068
Total of all expenses incurred2013-12-31$5,272,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,227,544
Value of total corrective distributions2013-12-31$42,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,485,187
Value of total assets at end of year2013-12-31$49,773,004
Value of total assets at beginning of year2013-12-31$45,488,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,637
Total interest from all sources2013-12-31$35,060
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$870,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$870,209
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,797,257
Participant contributions at end of year2013-12-31$895,506
Participant contributions at beginning of year2013-12-31$710,304
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,284,403
Value of net assets at end of year (total assets less liabilities)2013-12-31$49,773,004
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$45,488,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$28,283,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,141,596
Interest on participant loans2013-12-31$35,060
Value of interest in common/collective trusts at end of year2013-12-31$20,594,190
Value of interest in common/collective trusts at beginning of year2013-12-31$21,636,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,788,914
Net investment gain or loss from common/collective trusts2013-12-31$1,377,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$678,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,227,544
Contract administrator fees2013-12-31$2,637
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2013-12-31160929175
2012 : WEST VALLEY SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$6,555,731
Total of all expenses incurred2012-12-31$5,958,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,957,008
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,311,032
Value of total assets at end of year2012-12-31$45,488,601
Value of total assets at beginning of year2012-12-31$44,891,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,675
Total interest from all sources2012-12-31$32,201
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$682,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$682,565
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,666,607
Participant contributions at end of year2012-12-31$710,304
Participant contributions at beginning of year2012-12-31$730,787
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$46,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$597,048
Value of net assets at end of year (total assets less liabilities)2012-12-31$45,488,601
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$44,891,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,141,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,508,452
Interest on participant loans2012-12-31$32,201
Value of interest in common/collective trusts at end of year2012-12-31$21,636,701
Value of interest in common/collective trusts at beginning of year2012-12-31$23,592,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,586,878
Net investment gain or loss from common/collective trusts2012-12-31$943,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$644,425
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$13,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,957,008
Contract administrator fees2012-12-31$1,675
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2012-12-31160929175
2011 : WEST VALLEY SAVINGS PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$49,875,554
Total income from all sources (including contributions)2011-12-31$249,361
Total of all expenses incurred2011-12-31$5,233,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,978,580
Expenses. Certain deemed distributions of participant loans2011-12-31$253,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,450,447
Value of total assets at end of year2011-12-31$44,891,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,618
Total interest from all sources2011-12-31$23,470
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$556,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$556,213
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,132,733
Participant contributions at end of year2011-12-31$730,787
Participant contributions at end of year2011-12-31$46,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,984,001
Value of net assets at end of year (total assets less liabilities)2011-12-31$44,891,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,508,452
Interest on participant loans2011-12-31$23,470
Value of interest in common/collective trusts at end of year2011-12-31$23,592,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,560,738
Net investment gain or loss from common/collective trusts2011-12-31$779,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$317,714
Employer contributions (assets) at end of year2011-12-31$13,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,978,580
Contract administrator fees2011-12-31$1,618
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2011-12-31160929175

Form 5500 Responses for WEST VALLEY SAVINGS PLAN

2023: WEST VALLEY SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WEST VALLEY SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WEST VALLEY SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WEST VALLEY SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WEST VALLEY SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WEST VALLEY SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WEST VALLEY SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WEST VALLEY SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WEST VALLEY SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WEST VALLEY SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WEST VALLEY SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WEST VALLEY SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WEST VALLEY SAVINGS PLAN 2011 form 5500 responses
2011-05-31Type of plan entityMulitple employer plan
2011-05-31This return/report is a short plan year return/report (less than 12 months)Yes
2011-05-31Plan is a collectively bargained planYes
2011-05-31Plan funding arrangement – InsuranceYes
2011-05-31Plan funding arrangement – TrustYes
2011-05-31Plan benefit arrangement – InsuranceYes
2011-05-31Plan benefit arrangement - TrustYes

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