Civic Intelligence

Bell & Valente LLC

Plan context: Bell & Valente 401(K) Plan

EIN 26-0892890 • Plano, TX • 13 filings • 2 plans

2500 Dallas ParkwaySuite 560Plano, TX 75093
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,313,238

2024 Contributions

$131,668

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,429,788$714,894$0201420192024YearValue
$1,313,238Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630201420192024YearValue
5Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202415$1,313,238$131,668$26,334iApproximate average salary by contribution assumption: employee only about $658,340 at 4% or $438,893 at 6%; with 50% employer match about $438,893 at 4% or $292,596 at 6%; with 100% employer match about $329,170 at 4% or $219,447 at 6%.
Bell & Valente 401(K) Plan-5$1,313,238$131,668$26,334iApproximate average salary by contribution assumption: employee only about $658,340 at 4% or $438,893 at 6%; with 50% employer match about $438,893 at 4% or $292,596 at 6%; with 100% employer match about $329,170 at 4% or $219,447 at 6%.
202325$1,429,788$342,159$68,432iApproximate average salary by contribution assumption: employee only about $1,710,795 at 4% or $1,140,530 at 6%; with 50% employer match about $1,140,530 at 4% or $760,353 at 6%; with 100% employer match about $855,398 at 4% or $570,265 at 6%.
Bell & Valente 401(K) Plan-5$1,004,361$117,159$23,432iApproximate average salary by contribution assumption: employee only about $585,795 at 4% or $390,530 at 6%; with 50% employer match about $390,530 at 4% or $260,353 at 6%; with 100% employer match about $292,898 at 4% or $195,265 at 6%.
BELL & VALENTE CASH BALANCE PLAN-5$425,427$225,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
202226$921,035$287,038$47,840iApproximate average salary by contribution assumption: employee only about $1,195,992 at 4% or $797,328 at 6%; with 50% employer match about $797,328 at 4% or $531,552 at 6%; with 100% employer match about $597,996 at 4% or $398,664 at 6%.
Bell & Valente 401(K) Plan-4$741,836$108,038$27,010iApproximate average salary by contribution assumption: employee only about $675,238 at 4% or $450,158 at 6%; with 50% employer match about $450,158 at 4% or $300,106 at 6%; with 100% employer match about $337,619 at 4% or $225,079 at 6%.
BELL & VALENTE CASH BALANCE PLAN-6$179,199$179,000$29,833iApproximate average salary by contribution assumption: employee only about $745,833 at 4% or $497,222 at 6%; with 50% employer match about $497,222 at 4% or $331,481 at 6%; with 100% employer match about $372,917 at 4% or $248,611 at 6%.
202115$796,406$159,516$31,903iApproximate average salary by contribution assumption: employee only about $797,580 at 4% or $531,720 at 6%; with 50% employer match about $531,720 at 4% or $354,480 at 6%; with 100% employer match about $398,790 at 4% or $265,860 at 6%.
Bell & Valente 401(K) Plan-5$796,406$159,516$31,903iApproximate average salary by contribution assumption: employee only about $797,580 at 4% or $531,720 at 6%; with 50% employer match about $531,720 at 4% or $354,480 at 6%; with 100% employer match about $398,790 at 4% or $265,860 at 6%.
202013$520,633$88,078$29,359iApproximate average salary by contribution assumption: employee only about $733,983 at 4% or $489,322 at 6%; with 50% employer match about $489,322 at 4% or $326,215 at 6%; with 100% employer match about $366,992 at 4% or $244,661 at 6%.
Bell & Valente 401(K) Plan-3$520,633$88,078$29,359iApproximate average salary by contribution assumption: employee only about $733,983 at 4% or $489,322 at 6%; with 50% employer match about $489,322 at 4% or $326,215 at 6%; with 100% employer match about $366,992 at 4% or $244,661 at 6%.
201913$331,079$56,917$18,972iApproximate average salary by contribution assumption: employee only about $474,308 at 4% or $316,206 at 6%; with 50% employer match about $316,206 at 4% or $210,804 at 6%; with 100% employer match about $237,154 at 4% or $158,103 at 6%.
Bell & Valente 401(K) Plan-3$331,079$56,917$18,972iApproximate average salary by contribution assumption: employee only about $474,308 at 4% or $316,206 at 6%; with 50% employer match about $316,206 at 4% or $210,804 at 6%; with 100% employer match about $237,154 at 4% or $158,103 at 6%.
201814$216,572$49,574$12,394iApproximate average salary by contribution assumption: employee only about $309,838 at 4% or $206,558 at 6%; with 50% employer match about $206,558 at 4% or $137,706 at 6%; with 100% employer match about $154,919 at 4% or $103,279 at 6%.
Bell & Valente 401(K) Plan-4$216,572$49,574$12,394iApproximate average salary by contribution assumption: employee only about $309,838 at 4% or $206,558 at 6%; with 50% employer match about $206,558 at 4% or $137,706 at 6%; with 100% employer match about $154,919 at 4% or $103,279 at 6%.
201713$183,352$41,020$13,673iApproximate average salary by contribution assumption: employee only about $341,833 at 4% or $227,889 at 6%; with 50% employer match about $227,889 at 4% or $151,926 at 6%; with 100% employer match about $170,917 at 4% or $113,944 at 6%.
Bell & Valente 401(K) Plan-3$183,352$41,020$13,673iApproximate average salary by contribution assumption: employee only about $341,833 at 4% or $227,889 at 6%; with 50% employer match about $227,889 at 4% or $151,926 at 6%; with 100% employer match about $170,917 at 4% or $113,944 at 6%.
201613$117,385$37,640$12,547iApproximate average salary by contribution assumption: employee only about $313,667 at 4% or $209,111 at 6%; with 50% employer match about $209,111 at 4% or $139,407 at 6%; with 100% employer match about $156,833 at 4% or $104,556 at 6%.
Bell & Valente 401(K) Plan-3$117,385$37,640$12,547iApproximate average salary by contribution assumption: employee only about $313,667 at 4% or $209,111 at 6%; with 50% employer match about $209,111 at 4% or $139,407 at 6%; with 100% employer match about $156,833 at 4% or $104,556 at 6%.
201513$68,923$45,688$15,229iApproximate average salary by contribution assumption: employee only about $380,733 at 4% or $253,822 at 6%; with 50% employer match about $253,822 at 4% or $169,215 at 6%; with 100% employer match about $190,367 at 4% or $126,911 at 6%.
Bell & Valente 401(K) Plan-3$68,923$45,688$15,229iApproximate average salary by contribution assumption: employee only about $380,733 at 4% or $253,822 at 6%; with 50% employer match about $253,822 at 4% or $169,215 at 6%; with 100% employer match about $190,367 at 4% or $126,911 at 6%.
201413$23,547$23,101$7,700iApproximate average salary by contribution assumption: employee only about $192,508 at 4% or $128,339 at 6%; with 50% employer match about $128,339 at 4% or $85,559 at 6%; with 100% employer match about $96,254 at 4% or $64,169 at 6%.
Bell & Valente 401(K) Plan-3$23,547$23,101$7,700iApproximate average salary by contribution assumption: employee only about $192,508 at 4% or $128,339 at 6%; with 50% employer match about $128,339 at 4% or $85,559 at 6%; with 100% employer match about $96,254 at 4% or $64,169 at 6%.