Plan Snapshot
- Plan Sponsor: Valley Capital INC.
- Sponsor EIN: 364772609
- Sponsor Address: PO BOX 3306, PASO ROBLES, CA, 934473306
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 6 | $1.7M | $50,500 | $23,000 |
| 2023 | 6 | $1.2M | $73,500 | $20,561 |
| 2022 | 6 | $717,522 | $60,942 | $20,500 |