Original filing (PDF)20250514090620NAL0029573184001

VENTURE PROGRAMS INC

Name: VENTURE PROGRAMS INC — VENTURE PROGRAMS INC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: VENTURE PROGRAMS INC

Form 5500-SF

FILING_RECEIVED

VENTURE PROGRAMS INC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VENTURE PROGRAMS INC.

Plan sponsor

Name

VENTURE PROGRAMS INC

EIN

23-2865905

Address

1301 WRIGHTS LANE EAST · WEST CHESTER, PA · 193803443

Phone

(610) 692-9701

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

SIDE BY SIDE FINANCIALS, INC

EIN

27-3232902

City

DULUTH, GA

Phone

(212) 564-2464

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

HENRY D. BEAN & SONS

HENRY D. BEAN & SONS 401(K) PROFIT SHARING PLAN

$7.2M · 3 participants

CMR RISK & INSURANCE SERVICES, INC.

CMR RISK & INSURANCE SERVICES, INC. 401(K) PLAN

$7.2M · 51 participants

MOTOR VEHICLE ACCIDENT INDEMNIFICATION CORP.

MOTOR VEHICLE ACCIDENT INDEMNIFICATION CORPORATION RETIREMENT INCOME PLAN

$7.2M · 9 participants

T. P. DALEY INSURANCE AGENCY, INC.

T.P. DALEY INSURANCE AGENCY PROFIT SHARING TRUST

$7.2M · 8 participants

PALOMAR INSURANCE CORPORATION