Valenti Mid Atlantic Management Llc 401(k) Plan (terminated 2017): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2017. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Valenti Mid Atlantic Management Llc 401(k) Plan Facts (plan year 2017)

Plan name
VALENTI MANAGEMENT 401K PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
VALENTI MID ATLANTIC MANAGEMENT LLC
Participants
1,696
Former employees with a balance
0
Employer contributions
$32,173 in plan year 2017 (9% of all contributions)
Plan year
Jan 1, 2017 – Dec 31, 2017
Plan established
Jan 1, 1998
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2017 (Jan 1, 2017 – Dec 31, 2017), filed Oct 15, 2018. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2017

  • $374,862 went into the plan in contributions, $32,173 of it from the employer (9%).
  • $13.0 million was paid out to participants.
  • Investment and other income added $1.21 million.

How the Valenti Mid Atlantic Management Llc 401(k) changed, 2012–2017

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20121,634$8.32 million$132,041$701,401
20131,602$10.6 million$138,802$420,994
20141,859$11.1 million$139,090$958,306
20151,949$11.2 million$111,242$691,542
20161,794$11.4 million$128,010$1.54 million
2017 (final)1,696$0$32,173$13.0 million

Valenti Mid Atlantic Management Llc 401(k) Contact Information

Phone
813-935-8777
Mailing address
3450 BUSCHWOOD PARK DR STE195, TAMPA FL 336184454
Plan sponsor
VALENTI MID ATLANTIC MANAGEMENT LLC
Employer identification number (EIN)
52-2031580
Plan number
001

Questions about the Valenti Mid Atlantic Management Llc 401(k)

Is the Valenti Mid Atlantic Management Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2017.

Does Valenti Mid Atlantic Management Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2017 the employer contributed $32,173, 9% of all contributions.

Does the Valenti Mid Atlantic Management Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Valenti Mid Atlantic Management Llc 401(k) plan?

1,696 participants at the start of plan year 2017.

Who manages the Valenti Mid Atlantic Management Llc 401(k) accounts?

Ascensus is the plan's recordkeeper, which is where participants log in to see their balance.

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