401k Plan data: ESOP OF VALLEY BANK OF RONAN plan

ESOP OF VALLEY BANK OF RONAN 401k Plan overview

Plan Name	ESOP OF VALLEY BANK OF RONAN
Plan identification number	001

ESOP OF VALLEY BANK OF RONAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

VALLEY HOLDING COMPANY has sponsored the creation of one or more 401k plans.

Company Name: VALLEY HOLDING COMPANY

Employer identification number (EIN): 810442068

NAIC Classification: 551111
NAIC Description: Offices of Bank Holding Companies

Additional information about VALLEY HOLDING COMPANY

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0307987

More information about VALLEY HOLDING COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ESOP OF VALLEY BANK OF RONAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JAMES BUHR 2024-05-31 JAMES BUHR 2024-05-31
001 2022-01-01 JAMES BUHR 2023-05-30 JAMES BUHR 2023-05-30
001 2021-01-01 JAMES BUHR 2022-03-30 JAMES BUHR 2022-03-30
001 2020-01-01 JAMES BUHR 2021-10-04 JAMES BUHR 2021-10-04
001 2019-01-01 JAMES BUHR 2020-05-11 JAMES BUHR 2020-05-11
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 ALLEN W BUHR ALLEN W BUHR 2013-05-09
001 2011-01-01 ALLEN W BUHR ALLEN W BUHR 2012-07-13
001 2010-01-01 ALLEN W BUHR ALLEN W BUHR 2011-04-13
001 2009-01-01 ALLEN W BUHR ALLEN W BUHR 2010-03-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JAMES BUHR	2024-05-31	JAMES BUHR	2024-05-31
001	2022-01-01	JAMES BUHR	2023-05-30	JAMES BUHR	2023-05-30
001	2021-01-01	JAMES BUHR	2022-03-30	JAMES BUHR	2022-03-30
001	2020-01-01	JAMES BUHR	2021-10-04	JAMES BUHR	2021-10-04
001	2019-01-01	JAMES BUHR	2020-05-11	JAMES BUHR	2020-05-11
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	ALLEN W BUHR		ALLEN W BUHR	2013-05-09
001	2011-01-01	ALLEN W BUHR		ALLEN W BUHR	2012-07-13
001	2010-01-01	ALLEN W BUHR		ALLEN W BUHR	2011-04-13
001	2009-01-01	ALLEN W BUHR		ALLEN W BUHR	2010-03-26

Plan Statistics for ESOP OF VALLEY BANK OF RONAN

401k plan membership statisitcs for ESOP OF VALLEY BANK OF RONAN

Measure Date Value
2023: ESOP OF VALLEY BANK OF RONAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 49
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 50
Number of participants with account balances 2023-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 4
2022: ESOP OF VALLEY BANK OF RONAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 45
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 48
Number of participants with account balances 2022-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: ESOP OF VALLEY BANK OF RONAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 42
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 45
Number of participants with account balances 2021-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: ESOP OF VALLEY BANK OF RONAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 49
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 51
Number of participants with account balances 2020-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: ESOP OF VALLEY BANK OF RONAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 41
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 44
Number of participants with account balances 2019-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: ESOP OF VALLEY BANK OF RONAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 41
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 45
Number of participants with account balances 2018-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: ESOP OF VALLEY BANK OF RONAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 42
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 43
Number of participants with account balances 2017-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: ESOP OF VALLEY BANK OF RONAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 39
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 41
Number of participants with account balances 2016-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: ESOP OF VALLEY BANK OF RONAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 30
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 32
Number of participants with account balances 2015-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: ESOP OF VALLEY BANK OF RONAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 25
Number of retired or separated participants receiving benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 26
Total participants 2014-01-01 26
Number of participants with account balances 2014-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: ESOP OF VALLEY BANK OF RONAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 23
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 25
Total participants 2013-01-01 25
Number of participants with account balances 2013-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: ESOP OF VALLEY BANK OF RONAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 25
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 27
Total participants 2012-01-01 27
Number of participants with account balances 2012-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: ESOP OF VALLEY BANK OF RONAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 27
Total of all active and inactive participants 2011-01-01 27
Total participants 2011-01-01 27
Number of participants with account balances 2011-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2010: ESOP OF VALLEY BANK OF RONAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 28
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 32
Total participants 2010-01-01 32
Number of participants with account balances 2010-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 4
2009: ESOP OF VALLEY BANK OF RONAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 33
Total of all active and inactive participants 2009-01-01 33
Total participants 2009-01-01 33
Number of participants with account balances 2009-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2023: ESOP OF VALLEY BANK OF RONAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	49
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	50
Number of participants with account balances	2023-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	4
2022: ESOP OF VALLEY BANK OF RONAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	45
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	48
Number of participants with account balances	2022-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: ESOP OF VALLEY BANK OF RONAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	42
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	45
Number of participants with account balances	2021-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: ESOP OF VALLEY BANK OF RONAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	49
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	51
Number of participants with account balances	2020-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: ESOP OF VALLEY BANK OF RONAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	41
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	44
Number of participants with account balances	2019-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: ESOP OF VALLEY BANK OF RONAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	41
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	45
Number of participants with account balances	2018-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: ESOP OF VALLEY BANK OF RONAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	42
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	43
Number of participants with account balances	2017-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: ESOP OF VALLEY BANK OF RONAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	39
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	41
Number of participants with account balances	2016-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: ESOP OF VALLEY BANK OF RONAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	30
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	32
Number of participants with account balances	2015-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: ESOP OF VALLEY BANK OF RONAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	25
Number of retired or separated participants receiving benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	26
Total participants	2014-01-01	26
Number of participants with account balances	2014-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: ESOP OF VALLEY BANK OF RONAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	23
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	25
Total participants	2013-01-01	25
Number of participants with account balances	2013-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: ESOP OF VALLEY BANK OF RONAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	25
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	27
Total participants	2012-01-01	27
Number of participants with account balances	2012-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: ESOP OF VALLEY BANK OF RONAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	27
Total of all active and inactive participants	2011-01-01	27
Total participants	2011-01-01	27
Number of participants with account balances	2011-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2010: ESOP OF VALLEY BANK OF RONAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	28
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	32
Total participants	2010-01-01	32
Number of participants with account balances	2010-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	4
2009: ESOP OF VALLEY BANK OF RONAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	33
Total of all active and inactive participants	2009-01-01	33
Total participants	2009-01-01	33
Number of participants with account balances	2009-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on ESOP OF VALLEY BANK OF RONAN

Measure	Date	Value
2023 : ESOP OF VALLEY BANK OF RONAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$26,000
Total plan liabilities at beginning of year	2023-12-31	$48,000
Total income from all sources	2023-12-31	$196,277
Expenses. Total of all expenses incurred	2023-12-31	$249,950
Benefits paid (including direct rollovers)	2023-12-31	$249,950
Total plan assets at end of year	2023-12-31	$3,472,419
Total plan assets at beginning of year	2023-12-31	$3,548,092
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Other income received	2023-12-31	$28,277
Net income (gross income less expenses)	2023-12-31	$-53,673
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,446,419
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,500,092
Assets. Value of employer securities	2023-12-31	$3,470,294
Total contributions received or receivable from employer(s)	2023-12-31	$168,000
2022 : ESOP OF VALLEY BANK OF RONAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$48,000
Total plan liabilities at beginning of year	2022-12-31	$143,000
Total income from all sources	2022-12-31	$519,670
Expenses. Total of all expenses incurred	2022-12-31	$181,184
Benefits paid (including direct rollovers)	2022-12-31	$181,184
Total plan assets at end of year	2022-12-31	$3,548,092
Total plan assets at beginning of year	2022-12-31	$3,304,606
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Other income received	2022-12-31	$351,670
Net income (gross income less expenses)	2022-12-31	$338,486
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,500,092
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,161,606
Assets. Value of employer securities	2022-12-31	$3,545,069
Total contributions received or receivable from employer(s)	2022-12-31	$168,000
2021 : ESOP OF VALLEY BANK OF RONAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$143,000
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$583,382
Expenses. Total of all expenses incurred	2021-12-31	$396,703
Benefits paid (including direct rollovers)	2021-12-31	$396,703
Total plan assets at end of year	2021-12-31	$3,304,606
Total plan assets at beginning of year	2021-12-31	$2,974,927
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Other income received	2021-12-31	$415,382
Net income (gross income less expenses)	2021-12-31	$186,679
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,161,606
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,974,927
Assets. Value of employer securities	2021-12-31	$3,259,947
Total contributions received or receivable from employer(s)	2021-12-31	$168,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : ESOP OF VALLEY BANK OF RONAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,034,831
Expenses. Total of all expenses incurred	2020-12-31	$160,752
Benefits paid (including direct rollovers)	2020-12-31	$160,752
Total plan assets at end of year	2020-12-31	$2,974,927
Total plan assets at beginning of year	2020-12-31	$2,100,848
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Other income received	2020-12-31	$866,831
Net income (gross income less expenses)	2020-12-31	$874,079
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,974,927
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,100,848
Assets. Value of employer securities	2020-12-31	$2,890,863
Total contributions received or receivable from employer(s)	2020-12-31	$168,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : ESOP OF VALLEY BANK OF RONAN 2019 401k financial data
Total income from all sources	2019-12-31	$-381,854
Expenses. Total of all expenses incurred	2019-12-31	$232,672
Benefits paid (including direct rollovers)	2019-12-31	$232,672
Total plan assets at end of year	2019-12-31	$2,100,848
Total plan assets at beginning of year	2019-12-31	$2,715,374
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Other income received	2019-12-31	$-549,854
Net income (gross income less expenses)	2019-12-31	$-614,526
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,100,848
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,715,374
Assets. Value of employer securities	2019-12-31	$2,085,658
Total contributions received or receivable from employer(s)	2019-12-31	$168,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ESOP OF VALLEY BANK OF RONAN 2018 401k financial data
Total income from all sources	2018-12-31	$225,520
Expenses. Total of all expenses incurred	2018-12-31	$293,332
Benefits paid (including direct rollovers)	2018-12-31	$293,332
Total plan assets at end of year	2018-12-31	$2,715,374
Total plan assets at beginning of year	2018-12-31	$2,783,186
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Other income received	2018-12-31	$57,520
Net income (gross income less expenses)	2018-12-31	$-67,812
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,715,374
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,783,186
Assets. Value of employer securities	2018-12-31	$2,696,120
Total contributions received or receivable from employer(s)	2018-12-31	$168,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ESOP OF VALLEY BANK OF RONAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$415,419
Expenses. Total of all expenses incurred	2017-12-31	$97,111
Benefits paid (including direct rollovers)	2017-12-31	$97,111
Total plan assets at end of year	2017-12-31	$2,783,186
Total plan assets at beginning of year	2017-12-31	$2,464,878
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Other income received	2017-12-31	$283,419
Net income (gross income less expenses)	2017-12-31	$318,308
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,783,186
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,464,878
Assets. Value of employer securities	2017-12-31	$2,699,127
Total contributions received or receivable from employer(s)	2017-12-31	$132,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ESOP OF VALLEY BANK OF RONAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$13,647
Total income from all sources	2016-12-31	$592,456
Expenses. Total of all expenses incurred	2016-12-31	$123,044
Benefits paid (including direct rollovers)	2016-12-31	$122,131
Total plan assets at end of year	2016-12-31	$2,464,878
Total plan assets at beginning of year	2016-12-31	$2,009,113
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$913
Other income received	2016-12-31	$496,456
Net income (gross income less expenses)	2016-12-31	$469,412
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,464,878
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,995,466
Assets. Value of employer securities	2016-12-31	$2,461,834
Total contributions received or receivable from employer(s)	2016-12-31	$96,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ESOP OF VALLEY BANK OF RONAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$13,647
Total plan liabilities at beginning of year	2015-12-31	$9,739
Total income from all sources	2015-12-31	$321,761
Expenses. Total of all expenses incurred	2015-12-31	$132,354
Benefits paid (including direct rollovers)	2015-12-31	$131,413
Total plan assets at end of year	2015-12-31	$2,009,113
Total plan assets at beginning of year	2015-12-31	$1,815,798
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$941
Other income received	2015-12-31	$225,761
Net income (gross income less expenses)	2015-12-31	$189,407
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,995,466
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,806,059
Assets. Value of employer securities	2015-12-31	$2,003,404
Total contributions received or receivable from employer(s)	2015-12-31	$96,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ESOP OF VALLEY BANK OF RONAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$9,739
Total plan liabilities at beginning of year	2014-12-31	$40,000
Total income from all sources	2014-12-31	$182,666
Expenses. Total of all expenses incurred	2014-12-31	$98,911
Benefits paid (including direct rollovers)	2014-12-31	$97,787
Total plan assets at end of year	2014-12-31	$1,815,798
Total plan assets at beginning of year	2014-12-31	$1,762,304
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$1,124
Other income received	2014-12-31	$86,666
Net income (gross income less expenses)	2014-12-31	$83,755
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,806,059
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,722,304
Assets. Value of employer securities	2014-12-31	$1,813,832
Total contributions received or receivable from employer(s)	2014-12-31	$96,000
2013 : ESOP OF VALLEY BANK OF RONAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$40,000
Total income from all sources	2013-12-31	$234,180
Expenses. Total of all expenses incurred	2013-12-31	$197,214
Benefits paid (including direct rollovers)	2013-12-31	$197,214
Total plan assets at end of year	2013-12-31	$1,762,304
Total plan assets at beginning of year	2013-12-31	$1,685,338
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Other income received	2013-12-31	$126,880
Net income (gross income less expenses)	2013-12-31	$36,966
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,722,304
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,685,338
Assets. Value of employer securities	2013-12-31	$1,762,180
Total contributions received or receivable from employer(s)	2013-12-31	$107,300
2012 : ESOP OF VALLEY BANK OF RONAN 2012 401k financial data
Total income from all sources	2012-12-31	$6,783
Expenses. Total of all expenses incurred	2012-12-31	$305,097
Benefits paid (including direct rollovers)	2012-12-31	$305,097
Total plan assets at end of year	2012-12-31	$1,685,338
Total plan assets at beginning of year	2012-12-31	$1,983,652
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Other income received	2012-12-31	$-76,217
Net income (gross income less expenses)	2012-12-31	$-298,314
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,685,338
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,983,652
Assets. Value of employer securities	2012-12-31	$1,669,660
Total contributions received or receivable from employer(s)	2012-12-31	$83,000
2011 : ESOP OF VALLEY BANK OF RONAN 2011 401k financial data
Total income from all sources	2011-12-31	$217,052
Expenses. Total of all expenses incurred	2011-12-31	$30,590
Benefits paid (including direct rollovers)	2011-12-31	$30,590
Total plan assets at end of year	2011-12-31	$1,983,652
Total plan assets at beginning of year	2011-12-31	$1,797,190
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Other income received	2011-12-31	$145,052
Net income (gross income less expenses)	2011-12-31	$186,462
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,983,652
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,797,190
Assets. Value of employer securities	2011-12-31	$1,765,660
Total contributions received or receivable from employer(s)	2011-12-31	$72,000
2010 : ESOP OF VALLEY BANK OF RONAN 2010 401k financial data
Total income from all sources	2010-12-31	$-421,223
Expenses. Total of all expenses incurred	2010-12-31	$1,914
Benefits paid (including direct rollovers)	2010-12-31	$1,914
Total plan assets at end of year	2010-12-31	$1,797,190
Total plan assets at beginning of year	2010-12-31	$2,220,327
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Other income received	2010-12-31	$-493,223
Net income (gross income less expenses)	2010-12-31	$-423,137
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,797,190
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,220,327
Assets. Value of employer securities	2010-12-31	$1,659,736
Total contributions received or receivable from employer(s)	2010-12-31	$72,000

Form 5500 Responses for ESOP OF VALLEY BANK OF RONAN

2023: ESOP OF VALLEY BANK OF RONAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ESOP OF VALLEY BANK OF RONAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ESOP OF VALLEY BANK OF RONAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ESOP OF VALLEY BANK OF RONAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ESOP OF VALLEY BANK OF RONAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ESOP OF VALLEY BANK OF RONAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ESOP OF VALLEY BANK OF RONAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ESOP OF VALLEY BANK OF RONAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ESOP OF VALLEY BANK OF RONAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ESOP OF VALLEY BANK OF RONAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ESOP OF VALLEY BANK OF RONAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ESOP OF VALLEY BANK OF RONAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ESOP OF VALLEY BANK OF RONAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ESOP OF VALLEY BANK OF RONAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ESOP OF VALLEY BANK OF RONAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	VALLEY HOLDING COMPANY
Employer identification number (EIN):	810442068
NAIC Classification:	551111
NAIC Description:	Offices of Bank Holding Companies

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0307987