401(k)
2022 plan-year 401(k) DOL Form 5500

VALLEY OF THE SUN JEWISH COMMUNITY CENTER, INC. 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

VALLEY OF THE SUN JEWISH COMMUNITY CENTER, INC.

This 401(k) plan holds $2M in total assets and serves 92 participants as of 2022. It is sponsored by VALLEY OF THE SUN JEWISH COMMUNITY CENTER, INC. in Arizona. The plan reported a net loss of $316K for the year.

Total Assets (2023)
$2M
Participants
92
State
Industry
Other Services

What the Filing Says About VALLEY OF THE SUN JEWISH COMMUNITY CENTER, INC. 401(K) PLAN

VALLEY OF THE SUN JEWISH COMMUNITY CENTER, INC. 401(K) PLAN is a 401(k) retirement plan sponsored by VALLEY OF THE SUN JEWISH COMMUNITY CENTER, INC., headquartered in Arizona. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 92 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 860622258, and the plan has been effective since 2003-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2022 to $2M at year-end — a decline of 16.2%. Net assets (after liabilities) closed the year at $2M, with reported net income of $-316,388 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$-316,388
Plan Type401(k)
Employer EIN860622258
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the VALLEY OF THE SUN JEWISH COMMUNITY CENTER, INC. 401(K) PLAN?
As of the 2022 Form 5500 filing, VALLEY OF THE SUN JEWISH COMMUNITY CENTER, INC. 401(K) PLAN holds $2M in total assets with 92 participants. It is sponsored by VALLEY OF THE SUN JEWISH COMMUNITY CENTER, INC..
What type of plan is VALLEY OF THE SUN JEWISH COMMUNITY CENTER, INC. 401(K) PLAN?
VALLEY OF THE SUN JEWISH COMMUNITY CENTER, INC. 401(K) PLAN is a 401(k) plan. It has been effective since 2003-01-01. The plan is filed with the U.S. Department of Labor under EIN 860622258.
Who sponsors the VALLEY OF THE SUN JEWISH COMMUNITY CENTER, INC. 401(K) PLAN?
VALLEY OF THE SUN JEWISH COMMUNITY CENTER, INC. 401(K) PLAN is sponsored by VALLEY OF THE SUN JEWISH COMMUNITY CENTER, INC., located in Arizona. The sponsor's EIN is 860622258 and the plan operates in the Other Services industry.
How did VALLEY OF THE SUN JEWISH COMMUNITY CENTER, INC. 401(K) PLAN perform in 2022?
VALLEY OF THE SUN JEWISH COMMUNITY CENTER, INC. 401(K) PLAN declined by 16.2% during 2022, moving from $2M to $2M in total assets. Net income was $-316,388.
Where can I find official filings for VALLEY OF THE SUN JEWISH COMMUNITY CENTER, INC. 401(K) PLAN?
Official Form 5500 filings for VALLEY OF THE SUN JEWISH COMMUNITY CENTER, INC. 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860622258 or plan name at efast.dol.gov.
How does VALLEY OF THE SUN JEWISH COMMUNITY CENTER, INC. 401(K) PLAN compare to other plans?
You can compare VALLEY OF THE SUN JEWISH COMMUNITY CENTER, INC. 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 860622258.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.