Venturity Financial Partners Inc.
Plan context: Venturity Financial Partners 401(K) Plan
EIN 75-2927396 • Dallas, TX • 24 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
52
2024 Assets
$4,938,148
2024 Contributions
$508,812
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 52 | $4,938,148 | $508,812 | $9,785iApproximate average salary by contribution assumption: employee only about $244,621 at 4% or $163,081 at 6%; with 50% employer match about $163,081 at 4% or $108,721 at 6%; with 100% employer match about $122,311 at 4% or $81,540 at 6%. |
| Venturity Financial Partners 401(K) Plan | - | 52 | $3,194,588 | $508,812 | $9,785iApproximate average salary by contribution assumption: employee only about $244,621 at 4% or $163,081 at 6%; with 50% employer match about $163,081 at 4% or $108,721 at 6%; with 100% employer match about $122,311 at 4% or $81,540 at 6%. |
| Venturity Employee Stock Ownership Plan | - | 48 | $1,743,560 | - | - |
| 2023 | 2 | 50 | $3,682,638 | $604,569 | $12,091iApproximate average salary by contribution assumption: employee only about $302,285 at 4% or $201,523 at 6%; with 50% employer match about $201,523 at 4% or $134,349 at 6%; with 100% employer match about $151,142 at 4% or $100,762 at 6%. |
| Venturity Financial Partners 401(K) Plan | - | 50 | $2,453,878 | $455,049 | $9,101iApproximate average salary by contribution assumption: employee only about $227,524 at 4% or $151,683 at 6%; with 50% employer match about $151,683 at 4% or $101,122 at 6%; with 100% employer match about $113,762 at 4% or $75,842 at 6%. |
| Venturity Employee Stock Ownership Plan | - | 47 | $1,228,760 | $149,520 | $3,181iApproximate average salary by contribution assumption: employee only about $79,532 at 4% or $53,021 at 6%; with 50% employer match about $53,021 at 4% or $35,348 at 6%; with 100% employer match about $39,766 at 4% or $26,511 at 6%. |
| 2022 | 2 | 49 | $2,462,101 | $509,707 | $10,402iApproximate average salary by contribution assumption: employee only about $260,055 at 4% or $173,370 at 6%; with 50% employer match about $173,370 at 4% or $115,580 at 6%; with 100% employer match about $130,027 at 4% or $86,685 at 6%. |
| Venturity Financial Partners 401(K) Plan | - | 49 | $1,951,201 | $358,558 | $7,318iApproximate average salary by contribution assumption: employee only about $182,938 at 4% or $121,959 at 6%; with 50% employer match about $121,959 at 4% or $81,306 at 6%; with 100% employer match about $91,469 at 4% or $60,979 at 6%. |
| Venturity Employee Stock Ownership Plan | - | 44 | $510,900 | $151,149 | $3,435iApproximate average salary by contribution assumption: employee only about $85,880 at 4% or $57,253 at 6%; with 50% employer match about $57,253 at 4% or $38,169 at 6%; with 100% employer match about $42,940 at 4% or $28,627 at 6%. |
| 2021 | 2 | 43 | $2,755,357 | $525,937 | $12,231iApproximate average salary by contribution assumption: employee only about $305,777 at 4% or $203,852 at 6%; with 50% employer match about $203,852 at 4% or $135,901 at 6%; with 100% employer match about $152,889 at 4% or $101,926 at 6%. |
| Venturity Financial Partners 401(K) Plan | - | 43 | $2,239,857 | $356,884 | $8,300iApproximate average salary by contribution assumption: employee only about $207,491 at 4% or $138,327 at 6%; with 50% employer match about $138,327 at 4% or $92,218 at 6%; with 100% employer match about $103,745 at 4% or $69,164 at 6%. |
| Venturity Employee Stock Ownership Plan | - | 36 | $515,500 | $169,053 | $4,696iApproximate average salary by contribution assumption: employee only about $117,398 at 4% or $78,265 at 6%; with 50% employer match about $78,265 at 4% or $52,177 at 6%; with 100% employer match about $58,699 at 4% or $39,133 at 6%. |
| 2020 | 2 | 50 | $2,039,114 | $278,820 | $5,576iApproximate average salary by contribution assumption: employee only about $139,410 at 4% or $92,940 at 6%; with 50% employer match about $92,940 at 4% or $61,960 at 6%; with 100% employer match about $69,705 at 4% or $46,470 at 6%. |
| Venturity Financial Partners 401(K) Plan | - | 50 | $1,990,984 | $278,820 | $5,576iApproximate average salary by contribution assumption: employee only about $139,410 at 4% or $92,940 at 6%; with 50% employer match about $92,940 at 4% or $61,960 at 6%; with 100% employer match about $69,705 at 4% or $46,470 at 6%. |
| Venturity Employee Stock Ownership Plan | - | 33 | $48,130 | - | - |
| 2019 | 1 | 49 | $1,589,544 | $252,691 | $5,157iApproximate average salary by contribution assumption: employee only about $128,924 at 4% or $85,949 at 6%; with 50% employer match about $85,949 at 4% or $57,300 at 6%; with 100% employer match about $64,462 at 4% or $42,975 at 6%. |
| Venturity Financial Partners 401(K) Plan | - | 49 | $1,589,544 | $252,691 | $5,157iApproximate average salary by contribution assumption: employee only about $128,924 at 4% or $85,949 at 6%; with 50% employer match about $85,949 at 4% or $57,300 at 6%; with 100% employer match about $64,462 at 4% or $42,975 at 6%. |
| 2018 | 1 | 51 | $1,305,343 | $218,565 | $4,286iApproximate average salary by contribution assumption: employee only about $107,140 at 4% or $71,426 at 6%; with 50% employer match about $71,426 at 4% or $47,618 at 6%; with 100% employer match about $53,570 at 4% or $35,713 at 6%. |
| Venturity Financial Partners 401(K) Plan | - | 51 | $1,305,343 | $218,565 | $4,286iApproximate average salary by contribution assumption: employee only about $107,140 at 4% or $71,426 at 6%; with 50% employer match about $71,426 at 4% or $47,618 at 6%; with 100% employer match about $53,570 at 4% or $35,713 at 6%. |
| 2017 | 1 | 43 | $1,193,868 | $209,569 | $4,874iApproximate average salary by contribution assumption: employee only about $121,842 at 4% or $81,228 at 6%; with 50% employer match about $81,228 at 4% or $54,152 at 6%; with 100% employer match about $60,921 at 4% or $40,614 at 6%. |
| Venturity Financial Partners 401(K) Plan | - | 43 | $1,193,868 | $209,569 | $4,874iApproximate average salary by contribution assumption: employee only about $121,842 at 4% or $81,228 at 6%; with 50% employer match about $81,228 at 4% or $54,152 at 6%; with 100% employer match about $60,921 at 4% or $40,614 at 6%. |
| 2016 | 1 | 46 | $949,224 | $184,926 | $4,020iApproximate average salary by contribution assumption: employee only about $100,503 at 4% or $67,002 at 6%; with 50% employer match about $67,002 at 4% or $44,668 at 6%; with 100% employer match about $50,252 at 4% or $33,501 at 6%. |
| Venturity Financial Partners 401(K) Plan | - | 46 | $949,224 | $184,926 | $4,020iApproximate average salary by contribution assumption: employee only about $100,503 at 4% or $67,002 at 6%; with 50% employer match about $67,002 at 4% or $44,668 at 6%; with 100% employer match about $50,252 at 4% or $33,501 at 6%. |
| 2015 | 1 | 41 | $743,847 | $176,057 | $4,294iApproximate average salary by contribution assumption: employee only about $107,352 at 4% or $71,568 at 6%; with 50% employer match about $71,568 at 4% or $47,712 at 6%; with 100% employer match about $53,676 at 4% or $35,784 at 6%. |
| Venturity Financial Partners 401(K) Plan | - | 41 | $743,847 | $176,057 | $4,294iApproximate average salary by contribution assumption: employee only about $107,352 at 4% or $71,568 at 6%; with 50% employer match about $71,568 at 4% or $47,712 at 6%; with 100% employer match about $53,676 at 4% or $35,784 at 6%. |
| 2014 | 2 | 42 | $1,107,383 | $185,028 | $4,405iApproximate average salary by contribution assumption: employee only about $110,136 at 4% or $73,424 at 6%; with 50% employer match about $73,424 at 4% or $48,949 at 6%; with 100% employer match about $55,068 at 4% or $36,712 at 6%. |
| Venturity Financial Partners 401(K) Plan | - | 42 | $1,107,383 | $67,119 | $1,598iApproximate average salary by contribution assumption: employee only about $39,952 at 4% or $26,635 at 6%; with 50% employer match about $26,635 at 4% or $17,756 at 6%; with 100% employer match about $19,976 at 4% or $13,317 at 6%. |
| THE ENCOMPASS GROUP MULTIPLE EMPLOYER 401(K) PLAN FOR VENTURITY FINANCIAL PARTNERS | - | 0 | $0 | $117,909 | - |
| 2013 | 1 | 35 | $895,367 | $160,222 | $4,578iApproximate average salary by contribution assumption: employee only about $114,444 at 4% or $76,296 at 6%; with 50% employer match about $76,296 at 4% or $50,864 at 6%; with 100% employer match about $57,222 at 4% or $38,148 at 6%. |
| THE ENCOMPASS GROUP MULTIPLE EMPLOYER 401(K) PLAN FOR VENTURITY FINANCIAL PARTNERS | - | 35 | $895,367 | $160,222 | $4,578iApproximate average salary by contribution assumption: employee only about $114,444 at 4% or $76,296 at 6%; with 50% employer match about $76,296 at 4% or $50,864 at 6%; with 100% employer match about $57,222 at 4% or $38,148 at 6%. |
| 2012 | 1 | 29 | $632,177 | $131,087 | $4,520iApproximate average salary by contribution assumption: employee only about $113,006 at 4% or $75,337 at 6%; with 50% employer match about $75,337 at 4% or $50,225 at 6%; with 100% employer match about $56,503 at 4% or $37,669 at 6%. |
| VENTURITY 401K PLAN | - | 29 | $632,177 | $131,087 | $4,520iApproximate average salary by contribution assumption: employee only about $113,006 at 4% or $75,337 at 6%; with 50% employer match about $75,337 at 4% or $50,225 at 6%; with 100% employer match about $56,503 at 4% or $37,669 at 6%. |
| 2011 | 1 | 24 | $441,602 | $106,687 | $4,445iApproximate average salary by contribution assumption: employee only about $111,132 at 4% or $74,088 at 6%; with 50% employer match about $74,088 at 4% or $49,392 at 6%; with 100% employer match about $55,566 at 4% or $37,044 at 6%. |
| VENTURITY 401K PLAN | - | 24 | $441,602 | $106,687 | $4,445iApproximate average salary by contribution assumption: employee only about $111,132 at 4% or $74,088 at 6%; with 50% employer match about $74,088 at 4% or $49,392 at 6%; with 100% employer match about $55,566 at 4% or $37,044 at 6%. |
| 2010 | 1 | 25 | $363,089 | $93,701 | $3,748iApproximate average salary by contribution assumption: employee only about $93,701 at 4% or $62,467 at 6%; with 50% employer match about $62,467 at 4% or $41,645 at 6%; with 100% employer match about $46,851 at 4% or $31,234 at 6%. |
| VENTURITY 401K PLAN | - | 25 | $363,089 | $93,701 | $3,748iApproximate average salary by contribution assumption: employee only about $93,701 at 4% or $62,467 at 6%; with 50% employer match about $62,467 at 4% or $41,645 at 6%; with 100% employer match about $46,851 at 4% or $31,234 at 6%. |
| 2009 | 1 | 19 | $251,802 | $87,663 | $4,614iApproximate average salary by contribution assumption: employee only about $115,346 at 4% or $76,897 at 6%; with 50% employer match about $76,897 at 4% or $51,265 at 6%; with 100% employer match about $57,673 at 4% or $38,449 at 6%. |
| VENTURITY 401K PLAN | - | 19 | $251,802 | $87,663 | $4,614iApproximate average salary by contribution assumption: employee only about $115,346 at 4% or $76,897 at 6%; with 50% employer match about $76,897 at 4% or $51,265 at 6%; with 100% employer match about $57,673 at 4% or $38,449 at 6%. |
| 2008 | 1 | 14 | $125,144 | $106,356 | $7,597iApproximate average salary by contribution assumption: employee only about $189,921 at 4% or $126,614 at 6%; with 50% employer match about $126,614 at 4% or $84,410 at 6%; with 100% employer match about $94,961 at 4% or $63,307 at 6%. |
| VENTURITY 401K PLAN | - | 14 | $125,144 | $106,356 | $7,597iApproximate average salary by contribution assumption: employee only about $189,921 at 4% or $126,614 at 6%; with 50% employer match about $126,614 at 4% or $84,410 at 6%; with 100% employer match about $94,961 at 4% or $63,307 at 6%. |
| 2007 | 1 | 15 | $67,458 | $69,816 | $4,654iApproximate average salary by contribution assumption: employee only about $116,360 at 4% or $77,573 at 6%; with 50% employer match about $77,573 at 4% or $51,716 at 6%; with 100% employer match about $58,180 at 4% or $38,787 at 6%. |
| VENTURITY 401K PLAN | - | 15 | $67,458 | $69,816 | $4,654iApproximate average salary by contribution assumption: employee only about $116,360 at 4% or $77,573 at 6%; with 50% employer match about $77,573 at 4% or $51,716 at 6%; with 100% employer match about $58,180 at 4% or $38,787 at 6%. |