401k Plan data: WILLAMETTE VALLEY BENEFITS, INC. 401(K) PLAN & TRUST plan

WILLAMETTE VALLEY BENEFITS, INC. 401(K) PLAN & TRUST 401k Plan overview

Plan Name	WILLAMETTE VALLEY BENEFITS, INC. 401(K) PLAN & TRUST
Plan identification number	002

WILLAMETTE VALLEY BENEFITS, INC. 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

WILLAMETTE VALLEY BENEFITS, INC. has sponsored the creation of one or more 401k plans.

Company Name: WILLAMETTE VALLEY BENEFITS, INC.

Employer identification number (EIN): 721619090

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about WILLAMETTE VALLEY BENEFITS, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2006-08-01

Company Identification Number: 37540994

Legal Registered Office Address: 6400 SE LAKE RD #210

MILWAUKIE
United States of America (USA)
97222

More information about WILLAMETTE VALLEY BENEFITS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLAMETTE VALLEY BENEFITS, INC. 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 ELMA FRIEND OR WENDY SHAW 2013-08-05 ELMA FRIEND OR WENDY SHAW 2013-08-05

Financial Data on WILLAMETTE VALLEY BENEFITS, INC. 401(K) PLAN & TRUST

Measure	Date	Value
2022 : WILLAMETTE VALLEY BENEFITS, INC. 401(K) PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year	2022-04-05	0
Total liabilities as of the end of the plan year	2022-04-05	0
Total liabilities as of the beginning of the plan year	2022-04-05	0
Total expenses incurred by plan in this plan year	2022-04-05	317308
Net assets as of the end of the plan year	2022-04-05	684758
Total assets as of the beginning of the plan year	2022-04-05	853072
Value of plan covered by a fidelity bond	2022-04-05	385000
Participant contributions to plan in this plan year	2022-04-05	31242
Other expenses paid from plan in this plan year	2022-04-05	0
Other contributions to plan in this plan year	2022-04-05	0
Other income to plan in this plan year	2022-04-05	80105
Plan net income in this plan year	2022-04-05	-168314
Net assets as of the end of the plan year	2022-04-05	684758
Net assets as of the beginning of the plan year	2022-04-05	853072
Employer contributions to plan in this plan year	2022-04-05	37647
Fees paid to broker by Benefit Provider	2022-04-05	474
Expensese paid to adminstrative service provicers from plan in this plan year	2022-04-05	4886

Potentially related plans

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See full terms and conditions

Company Name:	WILLAMETTE VALLEY BENEFITS, INC.
Employer identification number (EIN):	721619090
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2006-08-01
Company Identification Number:	37540994
Legal Registered Office Address:	6400 SE LAKE RD #210 MILWAUKIE United States of America (USA) 97222

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	ELMA FRIEND OR WENDY SHAW	2013-08-05	ELMA FRIEND OR WENDY SHAW	2013-08-05