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PHILIP L. VALENTE, JR., P.A. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePHILIP L. VALENTE, JR., P.A. RETIREMENT SAVINGS PLAN
Plan identification number 001

PHILIP L. VALENTE, JR., P.A. RETIREMENT SAVINGS 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

PHILIP L. VALENTE, JR., P.A. has sponsored the creation of one or more 401k plans.

Company Name:PHILIP L. VALENTE, JR., P.A.
Employer identification number (EIN):650805302
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about PHILIP L. VALENTE, JR., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1998-01-09
Company Identification Number: P98000003318
Legal Registered Office Address: 1818 South Australian Ave.

WEST PALM BEACH

33409

More information about PHILIP L. VALENTE, JR., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILIP L. VALENTE, JR., P.A. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KAREN VALENTE2024-06-18
0012023-01-01KAREN VALENTE2024-10-03
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01PHILIP L. VALENTE, JR.2017-10-11
0012015-01-01PHILIP L. VALENTE, JR.2016-10-13
0012014-01-01PHILIP L. VALENTE, JR.2015-10-09
0012014-01-01PHILIP L. VALENTE, JR.2015-07-24
0012013-01-01PHILIP L. VALENTE, JR.2014-08-25
0012012-01-01PHILIP L. VALENTE, JR.2014-08-25

Financial Data on PHILIP L. VALENTE, JR., P.A. RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : PHILIP L. VALENTE, JR., P.A. RETIREMENT SAVINGS PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-050
Total expenses incurred by plan in this plan year2025-09-050
Net assets as of the end of the plan year2025-09-051294354
Total assets as of the beginning of the plan year2025-09-051028757
Value of plan covered by a fidelity bond2025-09-051000000
Participant contributions to plan in this plan year2025-09-05108363
Other income to plan in this plan year2025-09-05123223
Plan net income in this plan year2025-09-05265597
Net assets as of the end of the plan year2025-09-051294354
Net assets as of the beginning of the plan year2025-09-051028757
Value of employer contributions paid2025-09-050
Employer contributions to plan in this plan year2025-09-0534011
2024 : PHILIP L. VALENTE, JR., P.A. RETIREMENT SAVINGS PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-030
Total expenses incurred by plan in this plan year2024-10-0315521
Net assets as of the end of the plan year2024-10-031028757
Total assets as of the beginning of the plan year2024-10-03904705
Value of plan covered by a fidelity bond2024-10-031000000
Participant contributions to plan in this plan year2024-10-0318692
Other income to plan in this plan year2024-10-0397300
Plan net income in this plan year2024-10-03124052
Net assets as of the end of the plan year2024-10-031028757
Net assets as of the beginning of the plan year2024-10-03904705
Value of employer contributions paid2024-10-030
Employer contributions to plan in this plan year2024-10-0323581

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