Original filing (PDF)20240725153826NAL0014798817001

BELL & VALENTE, LLC

Name: BELL & VALENTE, LLC — BELL & VALENTE CASH BALANCE PLAN, Form 5500 (2023)
Creator: BELL & VALENTE, LLC

Form 5500-SF

FILING_RECEIVED

BELL & VALENTE CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$425K

Net assets (EOY)

$425K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BELL & VALENTE, LLC.

Plan sponsor

Name

BELL & VALENTE, LLC

EIN

26-0892890all filings

Address

2500 DALLAS PARKWAY · SUITE 560 · PLANO, TX · 75093

Phone

(972) 403-1025

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-25

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

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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