Original filing (PDF)20250821082532NAL0007099312001

FUTURE VALUE ASSOCIATES, LTD.

Name: FUTURE VALUE ASSOCIATES, LTD. — FUTURE VALUE ASSOCIATES RETIREMENT PLAN, Form 5500 (2024)
Creator: FUTURE VALUE ASSOCIATES, LTD.

Form 5500-SF

FILING_RECEIVED

FUTURE VALUE ASSOCIATES RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$408K

Net assets (EOY)

$408K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FUTURE VALUE ASSOCIATES, LTD..

Plan sponsor

Name

FUTURE VALUE ASSOCIATES, LTD.

EIN

13-3755906all filings

Address

38 WESTCHESTER AVE · POUND RIDGE, NY · 105762147

Phone

(914) 764-8700

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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