· 2022–2024 · DOL EFAST2

ELY Valentine & Reed PLLC — ELY Valentine & Reed, Form 5500 (2025)

Original filing (PDF)20260701120302NAL0016761632001

ELY Valentine & Reed PLLC

Form 5500-SF

FILING_RECEIVED

ELY Valentine & Reed PLLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · ELY Valentine & Reed PLLC's ELY Valentine & Reed PLLC 401(k) Profit Sharing Plan & Trust reported $56K in plan assets in 2025.

Active participants

0

Accounts w/ balance

1

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

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

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELY VALENTINE & REED PLLC.

Plan sponsor

Name

ELY VALENTINE & REED PLLC

EIN

87-1678522all filings

Address

700 MARKET ST STE 202 · CEDAR PARK, TX · 786132684

Phone

(512) 300-5240

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2J · 401(k) feature

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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