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BELL & VALENTE 401(K) PLAN 401k Plan overview

Plan NameBELL & VALENTE 401(K) PLAN
Plan identification number 001

BELL & VALENTE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BELL & VALENTE, LLC has sponsored the creation of one or more 401k plans.

Company Name:BELL & VALENTE, LLC
Employer identification number (EIN):260892890
NAIC Classification:523900

Additional information about BELL & VALENTE, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2007-09-12
Company Identification Number: 0800870237
Legal Registered Office Address: 2500 DALLAS PKWY STE 560

PLANO
United States of America (USA)
75093

More information about BELL & VALENTE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELL & VALENTE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ALFONSO VALENTE2024-07-18
0012022-01-01ALFONSO VALENTE2023-08-11
0012021-01-01ALFONSO VALENTE2022-06-28
0012020-01-01ALFONSO VALENTE2021-05-21
0012019-01-01ALFONSO VALENTE2020-05-11
0012018-01-01ALFONSO VALENTE2019-05-20
0012017-01-01ALFONSO VALENTE2018-05-03
0012016-01-01ALFONSO VALENTE2017-05-23
0012015-01-01ALFONSO VALENTE2016-05-31
0012014-01-01ALFONSO VALENTE2015-04-28

Plan Statistics for BELL & VALENTE 401(K) PLAN

401k plan membership statisitcs for BELL & VALENTE 401(K) PLAN

Measure Date Value
2025: BELL & VALENTE 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-317
Total number of particpants at end of year2025-07-317
Number of Participants With Account Balances2025-07-315
2024: BELL & VALENTE 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-187
Total number of particpants at end of year2024-07-187
Number of Participants With Account Balances2024-07-185
2022: BELL & VALENTE 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-286
Total number of particpants at end of year2022-06-286
Number of Participants With Account Balances2022-06-285

Financial Data on BELL & VALENTE 401(K) PLAN

Measure Date Value
2025 : BELL & VALENTE 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-310
Net assets as of the end of the plan year2025-07-311313238
Total assets as of the beginning of the plan year2025-07-311004361
Value of plan covered by a fidelity bond2025-07-31100000
Participant contributions to plan in this plan year2025-07-31104359
Other contributions to plan in this plan year2025-07-310
Other income to plan in this plan year2025-07-31177209
Plan net income in this plan year2025-07-31308877
Net assets as of the end of the plan year2025-07-311313238
Net assets as of the beginning of the plan year2025-07-311004361
Employer contributions to plan in this plan year2025-07-3127309
Fees paid to broker by Benefit Provider2025-07-31566
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-310
2024 : BELL & VALENTE 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-180
Net assets as of the end of the plan year2024-07-181004361
Total assets as of the beginning of the plan year2024-07-18741836
Value of plan covered by a fidelity bond2024-07-18100000
Participant contributions to plan in this plan year2024-07-1897500
Other contributions to plan in this plan year2024-07-180
Other income to plan in this plan year2024-07-18145366
Plan net income in this plan year2024-07-18262525
Net assets as of the end of the plan year2024-07-181004361
Net assets as of the beginning of the plan year2024-07-18741836
Employer contributions to plan in this plan year2024-07-1819659
Fees paid to broker by Benefit Provider2024-07-18414
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-180
2022 : BELL & VALENTE 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-280
Net assets as of the end of the plan year2022-06-28796406
Total assets as of the beginning of the plan year2022-06-28520633
Value of plan covered by a fidelity bond2022-06-28100000
Participant contributions to plan in this plan year2022-06-2892845
Other contributions to plan in this plan year2022-06-280
Other income to plan in this plan year2022-06-28116257
Plan net income in this plan year2022-06-28275773
Net assets as of the end of the plan year2022-06-28796406
Net assets as of the beginning of the plan year2022-06-28520633
Employer contributions to plan in this plan year2022-06-2866671
Fees paid to broker by Benefit Provider2022-06-28299
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-280

Potentially related plans

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