Civic Intelligence

Valley United Way Inc.

Plan context: Tax Deferred Annuity Plan of Valley United Way Inc.

EIN 06-0847098 • Shelton, CT • 9 filings • 1 plans

View Related Profile

54 Grove StShelton, CT 06484-4106
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$85,211

2017 Contributions

$42,718

Historical Graphs

Total Assets Over Time

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

$831,263$415,632$0200920132016YearValue
$85,211Latest year 2016

Participants Over Time

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

630200920132016YearValue
3Latest year 2016

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
201710$0$42,718-
Tax Deferred Annuity Plan of Valley United Way Inc.-0$0$42,718-
201613$85,211$22,180$7,393iApproximate average salary by contribution assumption: employee only about $184,833 at 4% or $123,222 at 6%; with 50% employer match about $123,222 at 4% or $82,148 at 6%; with 100% employer match about $92,417 at 4% or $61,611 at 6%.
Tax Deferred Annuity Plan of Valley United Way Inc.-3$85,211$22,180$7,393iApproximate average salary by contribution assumption: employee only about $184,833 at 4% or $123,222 at 6%; with 50% employer match about $123,222 at 4% or $82,148 at 6%; with 100% employer match about $92,417 at 4% or $61,611 at 6%.
201515$831,263$638,821$127,764iApproximate average salary by contribution assumption: employee only about $3,194,105 at 4% or $2,129,403 at 6%; with 50% employer match about $2,129,403 at 4% or $1,419,602 at 6%; with 100% employer match about $1,597,053 at 4% or $1,064,702 at 6%.
Tax Deferred Annuity Plan of Valley United Way Inc.-5$831,263$638,821$127,764iApproximate average salary by contribution assumption: employee only about $3,194,105 at 4% or $2,129,403 at 6%; with 50% employer match about $2,129,403 at 4% or $1,419,602 at 6%; with 100% employer match about $1,597,053 at 4% or $1,064,702 at 6%.
201416$227,583$26,280$4,380iApproximate average salary by contribution assumption: employee only about $109,500 at 4% or $73,000 at 6%; with 50% employer match about $73,000 at 4% or $48,667 at 6%; with 100% employer match about $54,750 at 4% or $36,500 at 6%.
Tax Deferred Annuity Plan of Valley United Way Inc.-6$227,583$26,280$4,380iApproximate average salary by contribution assumption: employee only about $109,500 at 4% or $73,000 at 6%; with 50% employer match about $73,000 at 4% or $48,667 at 6%; with 100% employer match about $54,750 at 4% or $36,500 at 6%.
201315$186,675$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Tax Deferred Annuity Plan of Valley United Way Inc.-5$186,675$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
201216$140,326$19,050$3,175iApproximate average salary by contribution assumption: employee only about $79,375 at 4% or $52,917 at 6%; with 50% employer match about $52,917 at 4% or $35,278 at 6%; with 100% employer match about $39,688 at 4% or $26,458 at 6%.
Tax Deferred Annuity Plan of Valley United Way Inc.-6$140,326$19,050$3,175iApproximate average salary by contribution assumption: employee only about $79,375 at 4% or $52,917 at 6%; with 50% employer match about $52,917 at 4% or $35,278 at 6%; with 100% employer match about $39,688 at 4% or $26,458 at 6%.
201116$111,252$16,475$2,746iApproximate average salary by contribution assumption: employee only about $68,646 at 4% or $45,764 at 6%; with 50% employer match about $45,764 at 4% or $30,509 at 6%; with 100% employer match about $34,323 at 4% or $22,882 at 6%.
Tax Deferred Annuity Plan of Valley United Way Inc.-6$111,252$16,475$2,746iApproximate average salary by contribution assumption: employee only about $68,646 at 4% or $45,764 at 6%; with 50% employer match about $45,764 at 4% or $30,509 at 6%; with 100% employer match about $34,323 at 4% or $22,882 at 6%.
201016$96,654$15,600$2,600iApproximate average salary by contribution assumption: employee only about $65,000 at 4% or $43,333 at 6%; with 50% employer match about $43,333 at 4% or $28,889 at 6%; with 100% employer match about $32,500 at 4% or $21,667 at 6%.
Tax Deferred Annuity Plan of Valley United Way Inc.-6$96,654$15,600$2,600iApproximate average salary by contribution assumption: employee only about $65,000 at 4% or $43,333 at 6%; with 50% employer match about $43,333 at 4% or $28,889 at 6%; with 100% employer match about $32,500 at 4% or $21,667 at 6%.
200916$71,130$14,300$2,383iApproximate average salary by contribution assumption: employee only about $59,583 at 4% or $39,722 at 6%; with 50% employer match about $39,722 at 4% or $26,481 at 6%; with 100% employer match about $29,792 at 4% or $19,861 at 6%.
Tax Deferred Annuity Plan of Valley United Way Inc.-6$71,130$14,300$2,383iApproximate average salary by contribution assumption: employee only about $59,583 at 4% or $39,722 at 6%; with 50% employer match about $39,722 at 4% or $26,481 at 6%; with 100% employer match about $29,792 at 4% or $19,861 at 6%.