Civic Intelligence

Valeo Financial Advisors LLC

Plan context: Valeo Financial Advisors LLC Retirement Plan

EIN 03-0519130 • Indianapolis, IN • 26 filings • 5 plans

9450 N. Meridian Street, Suite 300Indianapolis, IN 46260
Current Snapshot

Latest Year

2024

2024 Participants

183

2024 Assets

$28,445,016

2024 Contributions

$5,085,130

Historical Graphs

Total Assets Over Time

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

$28,445,016$14,222,508$0200420152024YearValue
$28,445,016Latest year 2024

Participants Over Time

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

183920200420142024YearValue
183Latest 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
20243183$28,445,016$5,085,130$27,788iApproximate average salary by contribution assumption: employee only about $694,690 at 4% or $463,127 at 6%; with 50% employer match about $463,127 at 4% or $308,751 at 6%; with 100% employer match about $347,345 at 4% or $231,563 at 6%.
Valeo Financial Advisors LLC Retirement Plan-183$28,445,016$5,085,130$27,788iApproximate average salary by contribution assumption: employee only about $694,690 at 4% or $463,127 at 6%; with 50% employer match about $463,127 at 4% or $308,751 at 6%; with 100% employer match about $347,345 at 4% or $231,563 at 6%.
Ad&D, Optional Life, Dental, Life, Vision, Voluntary Ltd, Critical Illness, Voluntary Ad&D, Accident Benefits-0---
Healthjoy-0---
20232160$22,198,713$3,268,336$20,427iApproximate average salary by contribution assumption: employee only about $510,677 at 4% or $340,452 at 6%; with 50% employer match about $340,452 at 4% or $226,968 at 6%; with 100% employer match about $255,339 at 4% or $170,226 at 6%.
Valeo Financial Advisors LLC Retirement Plan-151$22,198,713$3,268,336$21,645iApproximate average salary by contribution assumption: employee only about $541,115 at 4% or $360,743 at 6%; with 50% employer match about $360,743 at 4% or $240,496 at 6%; with 100% employer match about $270,558 at 4% or $180,372 at 6%.
Ad&D, Optional Life, Dental, Life, Vision, Voluntary Ltd, Critical Illness, Voluntary Ad&D, Accident Benefits-160---
20222159$15,839,834$2,667,891$16,779iApproximate average salary by contribution assumption: employee only about $419,480 at 4% or $279,653 at 6%; with 50% employer match about $279,653 at 4% or $186,435 at 6%; with 100% employer match about $209,740 at 4% or $139,827 at 6%.
Valeo Financial Advisors LLC Retirement Plan-159$15,839,834$2,667,891$16,779iApproximate average salary by contribution assumption: employee only about $419,480 at 4% or $279,653 at 6%; with 50% employer match about $279,653 at 4% or $186,435 at 6%; with 100% employer match about $209,740 at 4% or $139,827 at 6%.
Ad&D, Optional Life, Dental, Life, Vision, Voluntary Ltd, Critical Illness, Voluntary Ad&D, Accident Benefits-156---
20212148$16,671,175$3,201,801$21,634iApproximate average salary by contribution assumption: employee only about $540,845 at 4% or $360,563 at 6%; with 50% employer match about $360,563 at 4% or $240,375 at 6%; with 100% employer match about $270,422 at 4% or $180,282 at 6%.
Valeo Financial Advisors LLC Retirement Plan-132$16,671,175$3,201,801$24,256iApproximate average salary by contribution assumption: employee only about $606,402 at 4% or $404,268 at 6%; with 50% employer match about $404,268 at 4% or $269,512 at 6%; with 100% employer match about $303,201 at 4% or $202,134 at 6%.
Ad&D, Optional Life, Dental, Life, Vision, Voluntary Ltd, Critical Illness, Voluntary Ad&D, Accident Benefits-148---
2020197$12,056,681$2,118,590$21,841iApproximate average salary by contribution assumption: employee only about $546,028 at 4% or $364,019 at 6%; with 50% employer match about $364,019 at 4% or $242,679 at 6%; with 100% employer match about $273,014 at 4% or $182,009 at 6%.
Valeo Financial Advisors LLC Retirement Plan-97$12,056,681$2,118,590$21,841iApproximate average salary by contribution assumption: employee only about $546,028 at 4% or $364,019 at 6%; with 50% employer match about $364,019 at 4% or $242,679 at 6%; with 100% employer match about $273,014 at 4% or $182,009 at 6%.
2019168$8,434,504$1,131,552$16,640iApproximate average salary by contribution assumption: employee only about $416,012 at 4% or $277,341 at 6%; with 50% employer match about $277,341 at 4% or $184,894 at 6%; with 100% employer match about $208,006 at 4% or $138,671 at 6%.
Valeo Financial Advisors LLC Retirement Plan-68$8,434,504$1,131,552$16,640iApproximate average salary by contribution assumption: employee only about $416,012 at 4% or $277,341 at 6%; with 50% employer match about $277,341 at 4% or $184,894 at 6%; with 100% employer match about $208,006 at 4% or $138,671 at 6%.
2018161$6,116,427$1,159,328$19,005iApproximate average salary by contribution assumption: employee only about $475,134 at 4% or $316,756 at 6%; with 50% employer match about $316,756 at 4% or $211,171 at 6%; with 100% employer match about $237,567 at 4% or $158,378 at 6%.
Valeo Financial Advisors LLC Retirement Plan-61$6,116,427$1,159,328$19,005iApproximate average salary by contribution assumption: employee only about $475,134 at 4% or $316,756 at 6%; with 50% employer match about $316,756 at 4% or $211,171 at 6%; with 100% employer match about $237,567 at 4% or $158,378 at 6%.
2017158$5,657,772$743,759$12,823iApproximate average salary by contribution assumption: employee only about $320,586 at 4% or $213,724 at 6%; with 50% employer match about $213,724 at 4% or $142,483 at 6%; with 100% employer match about $160,293 at 4% or $106,862 at 6%.
Valeo Financial Advisors LLC Retirement Plan-58$5,657,772$743,759$12,823iApproximate average salary by contribution assumption: employee only about $320,586 at 4% or $213,724 at 6%; with 50% employer match about $213,724 at 4% or $142,483 at 6%; with 100% employer match about $160,293 at 4% or $106,862 at 6%.
2016151$4,119,933$947,189$18,572iApproximate average salary by contribution assumption: employee only about $464,308 at 4% or $309,539 at 6%; with 50% employer match about $309,539 at 4% or $206,359 at 6%; with 100% employer match about $232,154 at 4% or $154,769 at 6%.
Valeo Financial Advisors LLC Retirement Plan-51$4,119,933$947,189$18,572iApproximate average salary by contribution assumption: employee only about $464,308 at 4% or $309,539 at 6%; with 50% employer match about $309,539 at 4% or $206,359 at 6%; with 100% employer match about $232,154 at 4% or $154,769 at 6%.
2015136$2,895,319$559,944$15,554iApproximate average salary by contribution assumption: employee only about $388,850 at 4% or $259,233 at 6%; with 50% employer match about $259,233 at 4% or $172,822 at 6%; with 100% employer match about $194,425 at 4% or $129,617 at 6%.
Valeo Financial Advisors LLC Retirement Plan-36$2,895,319$559,944$15,554iApproximate average salary by contribution assumption: employee only about $388,850 at 4% or $259,233 at 6%; with 50% employer match about $259,233 at 4% or $172,822 at 6%; with 100% employer match about $194,425 at 4% or $129,617 at 6%.
2014131$2,480,797$419,803$13,542iApproximate average salary by contribution assumption: employee only about $338,551 at 4% or $225,701 at 6%; with 50% employer match about $225,701 at 4% or $150,467 at 6%; with 100% employer match about $169,275 at 4% or $112,850 at 6%.
Valeo Financial Advisors LLC Retirement Plan-31$2,480,797$419,803$13,542iApproximate average salary by contribution assumption: employee only about $338,551 at 4% or $225,701 at 6%; with 50% employer match about $225,701 at 4% or $150,467 at 6%; with 100% employer match about $169,275 at 4% or $112,850 at 6%.
2013129$1,963,128$330,469$11,395iApproximate average salary by contribution assumption: employee only about $284,887 at 4% or $189,925 at 6%; with 50% employer match about $189,925 at 4% or $126,616 at 6%; with 100% employer match about $142,444 at 4% or $94,962 at 6%.
Valeo Financial Advisors LLC Retirement Plan-29$1,963,128$330,469$11,395iApproximate average salary by contribution assumption: employee only about $284,887 at 4% or $189,925 at 6%; with 50% employer match about $189,925 at 4% or $126,616 at 6%; with 100% employer match about $142,444 at 4% or $94,962 at 6%.
2012123$1,529,774$233,048$10,133iApproximate average salary by contribution assumption: employee only about $253,313 at 4% or $168,875 at 6%; with 50% employer match about $168,875 at 4% or $112,584 at 6%; with 100% employer match about $126,657 at 4% or $84,438 at 6%.
Valeo Financial Advisors LLC Retirement Plan-23$1,529,774$233,048$10,133iApproximate average salary by contribution assumption: employee only about $253,313 at 4% or $168,875 at 6%; with 50% employer match about $168,875 at 4% or $112,584 at 6%; with 100% employer match about $126,657 at 4% or $84,438 at 6%.
2011124$1,149,144$212,985$8,874iApproximate average salary by contribution assumption: employee only about $221,859 at 4% or $147,906 at 6%; with 50% employer match about $147,906 at 4% or $98,604 at 6%; with 100% employer match about $110,930 at 4% or $73,953 at 6%.
Valeo Financial Advisors LLC Retirement Plan-24$1,149,144$212,985$8,874iApproximate average salary by contribution assumption: employee only about $221,859 at 4% or $147,906 at 6%; with 50% employer match about $147,906 at 4% or $98,604 at 6%; with 100% employer match about $110,930 at 4% or $73,953 at 6%.
2010123$954,658$201,809$8,774iApproximate average salary by contribution assumption: employee only about $219,358 at 4% or $146,238 at 6%; with 50% employer match about $146,238 at 4% or $97,492 at 6%; with 100% employer match about $109,679 at 4% or $73,119 at 6%.
Valeo Financial Advisors LLC Retirement Plan-23$954,658$201,809$8,774iApproximate average salary by contribution assumption: employee only about $219,358 at 4% or $146,238 at 6%; with 50% employer match about $146,238 at 4% or $97,492 at 6%; with 100% employer match about $109,679 at 4% or $73,119 at 6%.
2009119$652,386$142,128$7,480iApproximate average salary by contribution assumption: employee only about $187,011 at 4% or $124,674 at 6%; with 50% employer match about $124,674 at 4% or $83,116 at 6%; with 100% employer match about $93,505 at 4% or $62,337 at 6%.
Valeo Financial Advisors LLC Retirement Plan-19$652,386$142,128$7,480iApproximate average salary by contribution assumption: employee only about $187,011 at 4% or $124,674 at 6%; with 50% employer match about $124,674 at 4% or $83,116 at 6%; with 100% employer match about $93,505 at 4% or $62,337 at 6%.
2008117$336,188$127,087$7,476iApproximate average salary by contribution assumption: employee only about $186,893 at 4% or $124,595 at 6%; with 50% employer match about $124,595 at 4% or $83,063 at 6%; with 100% employer match about $93,446 at 4% or $62,298 at 6%.
Valeo Financial Advisors LLC Retirement Plan-17$336,188$127,087$7,476iApproximate average salary by contribution assumption: employee only about $186,893 at 4% or $124,595 at 6%; with 50% employer match about $124,595 at 4% or $83,063 at 6%; with 100% employer match about $93,446 at 4% or $62,298 at 6%.
200719$0$0-
Valeo Financial Advisors LLC Retirement Plan-9---
200616$302,777$99,906$16,651iApproximate average salary by contribution assumption: employee only about $416,275 at 4% or $277,517 at 6%; with 50% employer match about $277,517 at 4% or $185,011 at 6%; with 100% employer match about $208,138 at 4% or $138,758 at 6%.
Valeo Financial Advisors LLC Retirement Plan-6$302,777$99,906$16,651iApproximate average salary by contribution assumption: employee only about $416,275 at 4% or $277,517 at 6%; with 50% employer match about $277,517 at 4% or $185,011 at 6%; with 100% employer match about $208,138 at 4% or $138,758 at 6%.
200514$177,412$123,237$30,809iApproximate average salary by contribution assumption: employee only about $770,231 at 4% or $513,488 at 6%; with 50% employer match about $513,488 at 4% or $342,325 at 6%; with 100% employer match about $385,116 at 4% or $256,744 at 6%.
Valeo Financial Advisors LLC Retirement Plan-4$177,412$123,237$30,809iApproximate average salary by contribution assumption: employee only about $770,231 at 4% or $513,488 at 6%; with 50% employer match about $513,488 at 4% or $342,325 at 6%; with 100% employer match about $385,116 at 4% or $256,744 at 6%.
200413$68,600$68,598$22,866iApproximate average salary by contribution assumption: employee only about $571,650 at 4% or $381,100 at 6%; with 50% employer match about $381,100 at 4% or $254,067 at 6%; with 100% employer match about $285,825 at 4% or $190,550 at 6%.
Valeo Financial Advisors LLC Retirement Plan-3$68,600$68,598$22,866iApproximate average salary by contribution assumption: employee only about $571,650 at 4% or $381,100 at 6%; with 50% employer match about $381,100 at 4% or $254,067 at 6%; with 100% employer match about $285,825 at 4% or $190,550 at 6%.