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| Plan Name | VOLENTE INSURANCE PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | VOLENTE INSURANCE PARTNERS, LLC |
| Employer identification number (EIN): | 753204608 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about VOLENTE INSURANCE PARTNERS, LLC
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2005-11-22 |
| Company Identification Number: | 0800574486 |
| Legal Registered Office Address: |
1200 COTTONWOOD CREEK TRL STE 800 CEDAR PARK United States of America (USA) 78613 |
More information about VOLENTE INSURANCE PARTNERS, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | HOWARD BELLOW | 2024-10-01 | ||
| 001 | 2022-01-01 | HOWARD BELLOW | 2023-10-03 | ||
| 001 | 2021-01-01 | HOWARD BELLOW | 2022-09-29 | ||
| 001 | 2020-01-01 | HOWARD BELLOW | 2021-09-14 | ||
| 001 | 2019-01-01 | HOWARD BELLOW | 2020-10-12 | ||
| 001 | 2018-01-01 | HOWARD BELLOW | 2019-10-02 | ||
| 001 | 2017-01-01 | ALLISON VISCONTI | 2018-10-05 | ||
| 001 | 2016-01-01 | ALLISON VISCONTI | 2017-10-11 | ||
| 001 | 2015-01-01 | ALLISON VISCONTI | 2016-10-14 | ||
| 001 | 2014-01-01 | LORI AUSTIN | 2015-10-08 | ||
| 001 | 2013-01-01 | LORI AUSTIN | 2014-10-13 | ||
| 001 | 2012-01-01 | LORI AUSTIN | 2013-10-03 | ||
| 001 | 2011-01-01 | LORI AUSTIN | 2012-10-02 | ||
| 001 | 2010-01-01 | CHUCK DEFILIPPO | 2011-08-29 |
| Measure | Date | Value |
|---|---|---|
| 2025 : VOLENTE INSURANCE PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-22 | 217827 |
| Net assets as of the end of the plan year | 2025-07-22 | 1141495 |
| Total assets as of the beginning of the plan year | 2025-07-22 | 1123285 |
| Value of plan covered by a fidelity bond | 2025-07-22 | 145715 |
| Participant contributions to plan in this plan year | 2025-07-22 | 85084 |
| Value of participant loans at end of plan year | 2025-07-22 | 1962 |
| Other contributions to plan in this plan year | 2025-07-22 | 0 |
| Other income to plan in this plan year | 2025-07-22 | 125632 |
| Plan net income in this plan year | 2025-07-22 | 18210 |
| Net assets as of the end of the plan year | 2025-07-22 | 1141495 |
| Net assets as of the beginning of the plan year | 2025-07-22 | 1123285 |
| Value of contributions failed to transmitted timely | 2025-07-22 | 0 |
| Employer contributions to plan in this plan year | 2025-07-22 | 25321 |
| Fees paid to broker by Benefit Provider | 2025-07-22 | 6054 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-22 | 7965 |
| 2024 : VOLENTE INSURANCE PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-01 | 134017 |
| Net assets as of the end of the plan year | 2024-10-01 | 1123285 |
| Total assets as of the beginning of the plan year | 2024-10-01 | 988824 |
| Value of plan covered by a fidelity bond | 2024-10-01 | 145715 |
| Participant contributions to plan in this plan year | 2024-10-01 | 96798 |
| Value of participant loans at end of plan year | 2024-10-01 | 3445 |
| Other contributions to plan in this plan year | 2024-10-01 | 0 |
| Other income to plan in this plan year | 2024-10-01 | 140600 |
| Plan net income in this plan year | 2024-10-01 | 134461 |
| Net assets as of the end of the plan year | 2024-10-01 | 1123285 |
| Net assets as of the beginning of the plan year | 2024-10-01 | 988824 |
| Employer contributions to plan in this plan year | 2024-10-01 | 31080 |
| Fees paid to broker by Benefit Provider | 2024-10-01 | 5785 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-01 | 6619 |
| 2022 : VOLENTE INSURANCE PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-09-29 | 8151 |
| Net assets as of the end of the plan year | 2022-09-29 | 1457147 |
| Total assets as of the beginning of the plan year | 2022-09-29 | 1175314 |
| Value of plan covered by a fidelity bond | 2022-09-29 | 117531 |
| Participant contributions to plan in this plan year | 2022-09-29 | 89770 |
| Value of participant loans at end of plan year | 2022-09-29 | 8492 |
| Other contributions to plan in this plan year | 2022-09-29 | 0 |
| Other income to plan in this plan year | 2022-09-29 | 168598 |
| Plan net income in this plan year | 2022-09-29 | 281833 |
| Net assets as of the end of the plan year | 2022-09-29 | 1457147 |
| Net assets as of the beginning of the plan year | 2022-09-29 | 1175314 |
| Employer contributions to plan in this plan year | 2022-09-29 | 31616 |
| Fees paid to broker by Benefit Provider | 2022-09-29 | 7228 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-29 | 8151 |
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