Original filing (PDF)20250328144149NAL0001252001001

VICTORIA VAN DE VEN AGENCY

Name: VICTORIA VAN DE VEN AGENCY — VICTORIA VAN DE VEN PROFIT SHARING PLAN, Form 5500 (2024)
Creator: VICTORIA VAN DE VEN AGENCY

Form 5500-SF

FILING_RECEIVED

VICTORIA VAN DE VEN PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 VICTORIA VAN DE VEN AGENCY.

Plan sponsor

Name

VICTORIA VAN DE VEN AGENCY

EIN

46-2992676

Address

4020 MERRICK RD. · SEAFORD, NY · 11783

Phone

(516) 221-3200

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

2025-03-28

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

Welfare benefit codes

4B · Life Insurance

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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