Please choose the form(s) that best suits your needs. You may fax your completed form to 209-572-7411 for processing. For questions or more information about completing these forms, please call us at 209-572-7410. 

File Sharing

In order to improve our service to our clients we have implemented a secure file sharing system, called LeapFILE.  LeapFILE encrypts the information being provided and allows for an easy and secure exchange of confidential employee and employer information. This system will help our clients in providing Valley Pension Services, Inc. with electronic data such as yearly census information instead of providing census via regular unsecured mail. Additionally this system will help eliminate errors in data entry since the information provided from the clients will be imported directly into our software when preparing annual reports.

Simply follow the instructions below to utilize this secure file sharing system:

  • Sending files to a Valley Pension Services, Inc. team member
    1. Click on this link or click on the “Share Files” link at the top of this page.
    2. Select “Secure Upload” to send files securely to Valley Pension Services, Inc.
    3. Click on the Valley Pension Services, Inc. team member’s name you are sending the file to.
    4. Fill in the information requested, upload the files either through the Regular or Enhanced upload options, Click Upload and Send. (Please note, the subject line and body of the message are not encrypted, only the attachments. Confidential information should not be included in this section).


  • Receiving files from a Valley Pension Services, Inc. team member
    1. A Valley Pension Services, Inc. team member will prepare the file(s) for transfer.
    2. You will receive an email message notifying you the transfer is posted to the secure site and is ready for download.
    3. Click on the link provided in the email.  You will be asked to enter your email address and to authenticate your email by clicking the “Authenticate” button.
    4. Click the “Download” button and choose to either open or save the file to your records.

If you have any questions or need assistance with the LeapFILE process, please contact your Valley Pension Services, Inc. account representative at (209) 572-7410.


2018 Quick Reference

401(k) Limit: $18,500, with the additional $6,000 Catch-Up (if Age 50 or above), MAXIMUM 401(k) Limit: $24,500
Total Limit: $55,000, with the $6,000 Catch-Up Contribution the MAXIMUM is $61,000

plan limits 2018.jpg