How big is Valicenti Insurance Services, Inc.'s plan?

Valicenti Insurance Services, Inc.'s plan reported $511K in assets and 3 participants for 2024.

Original filing (PDF)20251015152400NAL0006598000001

Valicenti Insurance Services, Inc.

Name: Valicenti Insurance Services, Inc. — Valicenti, Form 5500 (2024)
Creator: Valicenti Insurance Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valicenti Insurance Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Valicenti Insurance Services, Inc.'s Valicenti Insurance Services, Inc. 401(k) Profit Sharing Plan held $511K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$511K

Net assets (EOY)

$511K

Plan identifiers

Valicenti Insurance Services, Inc.'s EIN is 46-1995180.

EIN 46-1995180

Plan number 001

Plan year 2024

ACK ID 20251015152400NAL0006598000001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Valicenti Insurance Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Valicenti Insurance Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALICENTI INSURANCE SERVICES, INC..

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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