# Valentine Cpa, PC DC Plan
Source: https://planprovider.pro/companies/valentine-cpa-pc-plan

> Valentine Cpa, PC's DC plan: 18 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Valentine Cpa, PC

- **Sponsor EIN:** 841384179

- **Sponsor Address:** 944 E GORDON AVE, LAYTON, UT, 840402817

- **Plan Type:** DC

- **Total Participants:** 18

- **Total Assets:** $770,012

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|18|$770,012|$38,390|$33,000|

| 2023|15|$671,311|$73,695|$18,423|

| 2022|8|$552,565|$46,316|$11,578|

## Similar Plans

- [Sorensen, Vance & Company, P.C.](https://planprovider.pro/companies/sorensen-vance-company-p-c-plan) — 14 participants

- [Aycock, Miles, & Associates](https://planprovider.pro/companies/aycock-miles-associates-plan) — 6 participants

- [Stevenson Smith, Cpa'S LLC 401(K) Plan](https://planprovider.pro/companies/stevenson-smith-cpa-s-llc-401-k-plan-401k-plan) — 4 participants

- [Stevenson Smith, Cpa'S LLC 401(K) Plan](https://planprovider.pro/companies/stevenson-smith-cpa-s-llc-401-k-plan-401k-plan-001) — 4 participants

- [Brian K Shoell PC](https://planprovider.pro/companies/brian-k-shoell-pc-401k-plan) — 2 participants

- [Rocky Mountain Advisory, LLC](https://planprovider.pro/companies/rocky-mountain-advisory-llc-401k-plan) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/valentine-cpa-pc-plan)

© 2026 PlanProvider.Pro