Original filing (PDF)20250410105714NAL0013096547001

TEXAS VALLEY INSURANCE AGENCIES

Name: TEXAS VALLEY INSURANCE AGENCIES — TEXAS VALLEY INSURANCE AGENCIES 401(K) PLAN, Form 5500 (2024)
Creator: TEXAS VALLEY INSURANCE AGENCIES

Form 5500-SF

FILING_RECEIVED

TEXAS VALLEY INSURANCE AGENCIES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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 TEXAS VALLEY INSURANCE AGENCIES.

Plan sponsor

Name

TEXAS VALLEY INSURANCE AGENCIES

EIN

74-1984809

Address

321 W. 2ND STREET · MERCEDES, TX · 78570

Phone

(956) 565-2481

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

2025-04-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Insurance Agencies & Brokerages plans

G & G UNDERWRITERS, LLC

G G UNDERWRITERS LLC 401(K) PROFIT SHARING PLAN

$4.3M · 12 participants

DONALD S BARBERIE INSURANCE AGENCY INC. DBA OLYMPIC INSURANCE AGENCY

OLYMPIC INSURANCE AGENCY 401(K) PLAN

$4.3M · 12 participants

LUTTNER FINANCIAL GROUP

LUTTNER FINANCIAL GROUP 401(K) PROFIT SHARING PLAN

$4.3M · 80 participants

JAMES GREENE AND ASSOCIATES, INC.

JAMES GREENE AND ASSOCIATES, INC. 401(K) PLAN

$4.3M · 75 participants

DOMINICK FALCONE AGENCY, INC.