?>
Logo

VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan NameVALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN
Plan identification number 001

VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 HOMES BROKERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:VALLEY HOMES BROKERS, INC.
Employer identification number (EIN):680207846
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01LEE OTSUKI
0012017-01-01LEE OTSUKI
0012016-01-01LEE OTSUKI
0012015-01-01LEE OTSUKI
0012014-01-01LEE OTSUKI LEE OTSUKI2016-01-11
0012013-01-01LEE OTSUKI2014-11-12
0012012-01-01RANDY MAGLIANO2013-10-11
0012011-01-01RANDY MAGLIANO2012-10-12
0012010-01-01RANDY MAGLIANO2011-10-14

Plan Statistics for VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2019: VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2019 : VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$27,160
Expenses. Total of all expenses incurred2019-12-31$627,261
Benefits paid (including direct rollovers)2019-12-31$616,740
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$600,101
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$10,521
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$27,160
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-600,101
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$600,101
Assets. Value of real-estate (other than employer real property)2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$79,500
2018 : VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$37,905
Expenses. Total of all expenses incurred2018-12-31$597,075
Benefits paid (including direct rollovers)2018-12-31$568,744
Total plan assets at end of year2018-12-31$600,101
Total plan assets at beginning of year2018-12-31$1,159,271
Value of fidelity bond covering the plan2018-12-31$120,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$26,017
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$37,905
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-559,170
Net plan assets at end of year (total assets less liabilities)2018-12-31$600,101
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,159,271
Assets. Value of real-estate (other than employer real property)2018-12-31$61,500
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,314
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$96,428
Expenses. Total of all expenses incurred2017-12-31$13,636
Benefits paid (including direct rollovers)2017-12-31$3,866
Total plan assets at end of year2017-12-31$1,159,271
Total plan assets at beginning of year2017-12-31$1,076,479
Value of fidelity bond covering the plan2017-12-31$220,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$5,274
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$96,428
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$82,792
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,159,271
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,076,479
Assets. Value of real-estate (other than employer real property)2017-12-31$212,750
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,496
2016 : VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$30,355
Expenses. Total of all expenses incurred2016-12-31$35,466
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,076,479
Total plan assets at beginning of year2016-12-31$1,081,590
Value of fidelity bond covering the plan2016-12-31$900,000
Total contributions received or receivable from participants2016-12-31$0
Assets. Value of loans (other than to participants)2016-12-31$8,500
Expenses. Other expenses not covered elsewhere2016-12-31$35,466
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$30,355
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-5,111
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,076,479
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,081,590
Assets. Value of real-estate (other than employer real property)2016-12-31$889,900
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$99,222
Expenses. Total of all expenses incurred2015-12-31$506
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,081,590
Total plan assets at beginning of year2015-12-31$982,874
Value of fidelity bond covering the plan2015-12-31$850,000
Total contributions received or receivable from participants2015-12-31$0
Assets. Value of loans (other than to participants)2015-12-31$8,500
Expenses. Other expenses not covered elsewhere2015-12-31$500
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$99,222
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$98,716
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,081,590
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$982,874
Assets. Value of real-estate (other than employer real property)2015-12-31$796,900
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6
2014 : VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$154,356
Expenses. Total of all expenses incurred2014-12-31$3,063
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$982,874
Total plan assets at beginning of year2014-12-31$831,581
Value of fidelity bond covering the plan2014-12-31$750,000
Total contributions received or receivable from participants2014-12-31$0
Assets. Value of loans (other than to participants)2014-12-31$8,600
Expenses. Other expenses not covered elsewhere2014-12-31$3,038
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$154,356
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$151,293
Net plan assets at end of year (total assets less liabilities)2014-12-31$982,874
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$831,581
Assets. Value of real-estate (other than employer real property)2014-12-31$727,200
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$25

Form 5500 Responses for VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN

2019: VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VALLEY HOMES BROKERS, INC. PROFIT SHARING AND 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number`
Policy instance 1
Insurance contract or identification number`
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number`
Policy instance 1
Insurance contract or identification number`
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number`
Policy instance 1
Insurance contract or identification number`
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number1
Policy instance 1
Insurance contract or identification number1
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3