Civic Intelligence

Valentine and Kebartas Inc.

Plan context: Valentine and Kebartas Inc. Retirement Plan

EIN 04-3243345 • Lawrence, MA • 10 filings • 5 plans

15 Union StLawrence, MA 01840-1866
Current Snapshot

Latest Year

2015

2015 Participants

58

2015 Assets

$643,991

2015 Contributions

$52,152

Historical Graphs

Total Assets Over Time

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

$936,445$468,223$0200620112015YearValue
$643,991Latest year 2015

Participants Over Time

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

197990200620112015YearValue
58Latest year 2015

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
2015158$643,991$52,152$899iApproximate average salary by contribution assumption: employee only about $22,479 at 4% or $14,986 at 6%; with 50% employer match about $14,986 at 4% or $9,991 at 6%; with 100% employer match about $11,240 at 4% or $7,493 at 6%.
Valentine and Kebartas Inc. Retirement Plan-58$643,991$52,152$899iApproximate average salary by contribution assumption: employee only about $22,479 at 4% or $14,986 at 6%; with 50% employer match about $14,986 at 4% or $9,991 at 6%; with 100% employer match about $11,240 at 4% or $7,493 at 6%.
2014170$699,736$37,841$541iApproximate average salary by contribution assumption: employee only about $13,515 at 4% or $9,010 at 6%; with 50% employer match about $9,010 at 4% or $6,007 at 6%; with 100% employer match about $6,757 at 4% or $4,505 at 6%.
Valentine and Kebartas Inc. Retirement Plan-70$699,736$37,841$541iApproximate average salary by contribution assumption: employee only about $13,515 at 4% or $9,010 at 6%; with 50% employer match about $9,010 at 4% or $6,007 at 6%; with 100% employer match about $6,757 at 4% or $4,505 at 6%.
20131115$936,445$74,990$652iApproximate average salary by contribution assumption: employee only about $16,302 at 4% or $10,868 at 6%; with 50% employer match about $10,868 at 4% or $7,245 at 6%; with 100% employer match about $8,151 at 4% or $5,434 at 6%.
Valentine and Kebartas Inc. Retirement Plan-115$936,445$74,990$652iApproximate average salary by contribution assumption: employee only about $16,302 at 4% or $10,868 at 6%; with 50% employer match about $10,868 at 4% or $7,245 at 6%; with 100% employer match about $8,151 at 4% or $5,434 at 6%.
2012173$925,158$159,230$2,181iApproximate average salary by contribution assumption: employee only about $54,531 at 4% or $36,354 at 6%; with 50% employer match about $36,354 at 4% or $24,236 at 6%; with 100% employer match about $27,265 at 4% or $18,177 at 6%.
Valentine and Kebartas Inc. Retirement Plan-73$925,158$159,230$2,181iApproximate average salary by contribution assumption: employee only about $54,531 at 4% or $36,354 at 6%; with 50% employer match about $36,354 at 4% or $24,236 at 6%; with 100% employer match about $27,265 at 4% or $18,177 at 6%.
20111126$840,967$265,909$2,110iApproximate average salary by contribution assumption: employee only about $52,760 at 4% or $35,173 at 6%; with 50% employer match about $35,173 at 4% or $23,449 at 6%; with 100% employer match about $26,380 at 4% or $17,587 at 6%.
Valentine and Kebartas Inc. Retirement Plan-126$840,967$265,909$2,110iApproximate average salary by contribution assumption: employee only about $52,760 at 4% or $35,173 at 6%; with 50% employer match about $35,173 at 4% or $23,449 at 6%; with 100% employer match about $26,380 at 4% or $17,587 at 6%.
20101176$791,337$283,735$1,612iApproximate average salary by contribution assumption: employee only about $40,303 at 4% or $26,869 at 6%; with 50% employer match about $26,869 at 4% or $17,913 at 6%; with 100% employer match about $20,152 at 4% or $13,434 at 6%.
Valentine and Kebartas Inc. Retirement Plan-176$791,337$283,735$1,612iApproximate average salary by contribution assumption: employee only about $40,303 at 4% or $26,869 at 6%; with 50% employer match about $26,869 at 4% or $17,913 at 6%; with 100% employer match about $20,152 at 4% or $13,434 at 6%.
20091197$499,296$203,696$1,034iApproximate average salary by contribution assumption: employee only about $25,850 at 4% or $17,233 at 6%; with 50% employer match about $17,233 at 4% or $11,489 at 6%; with 100% employer match about $12,925 at 4% or $8,617 at 6%.
Valentine and Kebartas Inc. Retirement Plan-197$499,296$203,696$1,034iApproximate average salary by contribution assumption: employee only about $25,850 at 4% or $17,233 at 6%; with 50% employer match about $17,233 at 4% or $11,489 at 6%; with 100% employer match about $12,925 at 4% or $8,617 at 6%.
20081168$270,630$147,966$881iApproximate average salary by contribution assumption: employee only about $22,019 at 4% or $14,679 at 6%; with 50% employer match about $14,679 at 4% or $9,786 at 6%; with 100% employer match about $11,009 at 4% or $7,340 at 6%.
Valentine and Kebartas Inc. Retirement Plan-168$270,630$147,966$881iApproximate average salary by contribution assumption: employee only about $22,019 at 4% or $14,679 at 6%; with 50% employer match about $14,679 at 4% or $9,786 at 6%; with 100% employer match about $11,009 at 4% or $7,340 at 6%.
20071138$290,479$161,110$1,167iApproximate average salary by contribution assumption: employee only about $29,187 at 4% or $19,458 at 6%; with 50% employer match about $19,458 at 4% or $12,972 at 6%; with 100% employer match about $14,593 at 4% or $9,729 at 6%.
Valentine and Kebartas Inc. Retirement Plan-138$290,479$161,110$1,167iApproximate average salary by contribution assumption: employee only about $29,187 at 4% or $19,458 at 6%; with 50% employer match about $19,458 at 4% or $12,972 at 6%; with 100% employer match about $14,593 at 4% or $9,729 at 6%.
2006187$154,872$148,487$1,707iApproximate average salary by contribution assumption: employee only about $42,669 at 4% or $28,446 at 6%; with 50% employer match about $28,446 at 4% or $18,964 at 6%; with 100% employer match about $21,334 at 4% or $14,223 at 6%.
Valentine and Kebartas Inc. Retirement Plan-87$154,872$148,487$1,707iApproximate average salary by contribution assumption: employee only about $42,669 at 4% or $28,446 at 6%; with 50% employer match about $28,446 at 4% or $18,964 at 6%; with 100% employer match about $21,334 at 4% or $14,223 at 6%.