Venturity Financial Partners, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Venturity Financial Partners, INC.
  • Sponsor EIN: 752927396
  • Sponsor Address: 14841 N. DALLAS PARKWAY, SUITE 600, DALLAS, TX, 75254
  • Plan Type: DC
  • Total Participants: 48
  • Total Assets: $1.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202448$1.7M$0$0
202347$1.2M$149,520$0
202244$510,900$151,149$0

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