P 401(k) Plan Report

Stable plan record

VALLEY FINANCIAL SERVICES 401K PROFIT SHARING PLAN

Sponsored by L & J FINANCIAL INC DBA VALLEY FINANCIAL SERVICES · EIN/PN 800858081-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$12,125
Administrative cost per participant
2025
$1,254
Active participants
2025
5
Total plan assets
2025
$1,875,826
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260127121614NAL00028443870015$12,125
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.