Civic Intelligence

Valuecentric LLC

Plan context: Valuecentric Safe Harbor 401(K) Plan

EIN 01-0709711 • Orchard Park, NY • 23 filings • 4 plans

23 Cobham DriveOrchard Park, NY 14127
Current Snapshot

Latest Year

2019

2019 Participants

144

2019 Assets

$9,838,087

2019 Contributions

$1,161,967

Historical Graphs

Total Assets Over Time

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

$9,838,087$4,919,044$0200920142018YearValue
$9,838,087Latest year 2018

Participants Over Time

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

144720200920142018YearValue
144Latest year 2018

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
201940$0$0-
Valuecentric LLC Dental and Vision Benefit Plans-0---
Valuecentric LLC Life and Ltd Benefit Plans-0---
Valuecentric LLC Health and Welfare Benefit Plans-0---
Valuecentric Safe Harbor 401(K) Plan-0---
20184144$9,838,087$1,161,967$8,069iApproximate average salary by contribution assumption: employee only about $201,730 at 4% or $134,487 at 6%; with 50% employer match about $134,487 at 4% or $89,658 at 6%; with 100% employer match about $100,865 at 4% or $67,243 at 6%.
Valuecentric Safe Harbor 401(K) Plan-128$9,838,087$1,161,967$9,078iApproximate average salary by contribution assumption: employee only about $226,947 at 4% or $151,298 at 6%; with 50% employer match about $151,298 at 4% or $100,865 at 6%; with 100% employer match about $113,473 at 4% or $75,649 at 6%.
Valuecentric LLC Life and Ltd Benefit Plans-144---
Valuecentric LLC Dental and Vision Benefit Plans-144---
Valuecentric LLC Health and Welfare Benefit Plans-144---
20174130$9,829,219$1,337,029$10,285iApproximate average salary by contribution assumption: employee only about $257,121 at 4% or $171,414 at 6%; with 50% employer match about $171,414 at 4% or $114,276 at 6%; with 100% employer match about $128,560 at 4% or $85,707 at 6%.
Valuecentric Safe Harbor 401(K) Plan-130$9,829,219$1,337,029$10,285iApproximate average salary by contribution assumption: employee only about $257,121 at 4% or $171,414 at 6%; with 50% employer match about $171,414 at 4% or $114,276 at 6%; with 100% employer match about $128,560 at 4% or $85,707 at 6%.
Valuecentric LLC Dental and Vision Benefit Plans-130---
Valuecentric LLC Health and Welfare Benefit Plans-130---
Valuecentric LLC Life and Ltd Benefit Plans-130---
20164128$7,723,170$976,364$7,628iApproximate average salary by contribution assumption: employee only about $190,696 at 4% or $127,131 at 6%; with 50% employer match about $127,131 at 4% or $84,754 at 6%; with 100% employer match about $95,348 at 4% or $63,565 at 6%.
Valuecentric Safe Harbor 401(K) Plan-122$7,723,170$976,364$8,003iApproximate average salary by contribution assumption: employee only about $200,075 at 4% or $133,383 at 6%; with 50% employer match about $133,383 at 4% or $88,922 at 6%; with 100% employer match about $100,037 at 4% or $66,692 at 6%.
Valuecentric LLC Dental and Vision Benefit Plans-109---
Valuecentric LLC Life and Ltd Benefit Plans-128---
Valuecentric LLC Health and Welfare Benefit Plans-109---
20151136$6,566,747$1,038,822$7,638iApproximate average salary by contribution assumption: employee only about $190,960 at 4% or $127,307 at 6%; with 50% employer match about $127,307 at 4% or $84,871 at 6%; with 100% employer match about $95,480 at 4% or $63,653 at 6%.
Valuecentric Safe Harbor 401(K) Plan-136$6,566,747$1,038,822$7,638iApproximate average salary by contribution assumption: employee only about $190,960 at 4% or $127,307 at 6%; with 50% employer match about $127,307 at 4% or $84,871 at 6%; with 100% employer match about $95,480 at 4% or $63,653 at 6%.
20141111$5,707,811$819,294$7,381iApproximate average salary by contribution assumption: employee only about $184,526 at 4% or $123,017 at 6%; with 50% employer match about $123,017 at 4% or $82,011 at 6%; with 100% employer match about $92,263 at 4% or $61,509 at 6%.
Valuecentric Safe Harbor 401(K) Plan-111$5,707,811$819,294$7,381iApproximate average salary by contribution assumption: employee only about $184,526 at 4% or $123,017 at 6%; with 50% employer match about $123,017 at 4% or $82,011 at 6%; with 100% employer match about $92,263 at 4% or $61,509 at 6%.
20131107$4,954,981$1,064,989$9,953iApproximate average salary by contribution assumption: employee only about $248,829 at 4% or $165,886 at 6%; with 50% employer match about $165,886 at 4% or $110,591 at 6%; with 100% employer match about $124,415 at 4% or $82,943 at 6%.
Valuecentric Safe Harbor 401(K) Plan-107$4,954,981$1,064,989$9,953iApproximate average salary by contribution assumption: employee only about $248,829 at 4% or $165,886 at 6%; with 50% employer match about $165,886 at 4% or $110,591 at 6%; with 100% employer match about $124,415 at 4% or $82,943 at 6%.
2012189$3,477,066$890,618$10,007iApproximate average salary by contribution assumption: employee only about $250,174 at 4% or $166,782 at 6%; with 50% employer match about $166,782 at 4% or $111,188 at 6%; with 100% employer match about $125,087 at 4% or $83,391 at 6%.
Valuecentric Safe Harbor 401(K) Plan-89$3,477,066$890,618$10,007iApproximate average salary by contribution assumption: employee only about $250,174 at 4% or $166,782 at 6%; with 50% employer match about $166,782 at 4% or $111,188 at 6%; with 100% employer match about $125,087 at 4% or $83,391 at 6%.
2011182$2,405,807$635,727$7,753iApproximate average salary by contribution assumption: employee only about $193,819 at 4% or $129,213 at 6%; with 50% employer match about $129,213 at 4% or $86,142 at 6%; with 100% employer match about $96,910 at 4% or $64,606 at 6%.
Valuecentric Safe Harbor 401(K) Plan-82$2,405,807$635,727$7,753iApproximate average salary by contribution assumption: employee only about $193,819 at 4% or $129,213 at 6%; with 50% employer match about $129,213 at 4% or $86,142 at 6%; with 100% employer match about $96,910 at 4% or $64,606 at 6%.
2010161$1,845,092$444,833$7,292iApproximate average salary by contribution assumption: employee only about $182,309 at 4% or $121,539 at 6%; with 50% employer match about $121,539 at 4% or $81,026 at 6%; with 100% employer match about $91,154 at 4% or $60,770 at 6%.
Valuecentric Safe Harbor 401(K) Plan-61$1,845,092$444,833$7,292iApproximate average salary by contribution assumption: employee only about $182,309 at 4% or $121,539 at 6%; with 50% employer match about $121,539 at 4% or $81,026 at 6%; with 100% employer match about $91,154 at 4% or $60,770 at 6%.
2009152$1,275,878$1,068,098$20,540iApproximate average salary by contribution assumption: employee only about $513,509 at 4% or $342,339 at 6%; with 50% employer match about $342,339 at 4% or $228,226 at 6%; with 100% employer match about $256,754 at 4% or $171,170 at 6%.
Valuecentric Safe Harbor 401(K) Plan-52$1,275,878$1,068,098$20,540iApproximate average salary by contribution assumption: employee only about $513,509 at 4% or $342,339 at 6%; with 50% employer match about $342,339 at 4% or $228,226 at 6%; with 100% employer match about $256,754 at 4% or $171,170 at 6%.