Civic Intelligence

Valenti Wealth Management LLC

Plan context: Valenti Wealth Management LLC 401(K) Profit Sharing Plan

EIN 06-1600133 • Farmington, CT • 16 filings • 2 plans

3 Forest Park DriveFarmington, CT 06032
Current Snapshot

Latest Year

2017

2017 Participants

11

2017 Assets

$1,808,576

2017 Contributions

$145,157

Historical Graphs

Total Assets Over Time

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

$1,808,576$904,288$0200220102017YearValue
$1,808,576Latest year 2017

Participants Over Time

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

1160200220102017YearValue
11Latest year 2017

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
2017111$1,808,576$145,157$13,196iApproximate average salary by contribution assumption: employee only about $329,902 at 4% or $219,935 at 6%; with 50% employer match about $219,935 at 4% or $146,623 at 6%; with 100% employer match about $164,951 at 4% or $109,967 at 6%.
Valenti Wealth Management LLC 401(K) Profit Sharing Plan-11$1,808,576$145,157$13,196iApproximate average salary by contribution assumption: employee only about $329,902 at 4% or $219,935 at 6%; with 50% employer match about $219,935 at 4% or $146,623 at 6%; with 100% employer match about $164,951 at 4% or $109,967 at 6%.
2016111$1,394,693$129,779$11,798iApproximate average salary by contribution assumption: employee only about $294,952 at 4% or $196,635 at 6%; with 50% employer match about $196,635 at 4% or $131,090 at 6%; with 100% employer match about $147,476 at 4% or $98,317 at 6%.
Valenti Wealth Management LLC 401(K) Profit Sharing Plan-11$1,394,693$129,779$11,798iApproximate average salary by contribution assumption: employee only about $294,952 at 4% or $196,635 at 6%; with 50% employer match about $196,635 at 4% or $131,090 at 6%; with 100% employer match about $147,476 at 4% or $98,317 at 6%.
2015110$1,170,940$117,134$11,713iApproximate average salary by contribution assumption: employee only about $292,835 at 4% or $195,223 at 6%; with 50% employer match about $195,223 at 4% or $130,149 at 6%; with 100% employer match about $146,418 at 4% or $97,612 at 6%.
Valenti Wealth Management LLC 401(K) Profit Sharing Plan-10$1,170,940$117,134$11,713iApproximate average salary by contribution assumption: employee only about $292,835 at 4% or $195,223 at 6%; with 50% employer match about $195,223 at 4% or $130,149 at 6%; with 100% employer match about $146,418 at 4% or $97,612 at 6%.
201419$1,072,082$109,831$12,203iApproximate average salary by contribution assumption: employee only about $305,086 at 4% or $203,391 at 6%; with 50% employer match about $203,391 at 4% or $135,594 at 6%; with 100% employer match about $152,543 at 4% or $101,695 at 6%.
Valenti Wealth Management LLC 401(K) Profit Sharing Plan-9$1,072,082$109,831$12,203iApproximate average salary by contribution assumption: employee only about $305,086 at 4% or $203,391 at 6%; with 50% employer match about $203,391 at 4% or $135,594 at 6%; with 100% employer match about $152,543 at 4% or $101,695 at 6%.
2013111$863,000$95,710$8,701iApproximate average salary by contribution assumption: employee only about $217,523 at 4% or $145,015 at 6%; with 50% employer match about $145,015 at 4% or $96,677 at 6%; with 100% employer match about $108,761 at 4% or $72,508 at 6%.
Valenti Wealth Management LLC 401(K) Profit Sharing Plan-11$863,000$95,710$8,701iApproximate average salary by contribution assumption: employee only about $217,523 at 4% or $145,015 at 6%; with 50% employer match about $145,015 at 4% or $96,677 at 6%; with 100% employer match about $108,761 at 4% or $72,508 at 6%.
2012111$710,593$84,984$7,726iApproximate average salary by contribution assumption: employee only about $193,145 at 4% or $128,764 at 6%; with 50% employer match about $128,764 at 4% or $85,842 at 6%; with 100% employer match about $96,573 at 4% or $64,382 at 6%.
Valenti Wealth Management LLC 401(K) Profit Sharing Plan-11$710,593$84,984$7,726iApproximate average salary by contribution assumption: employee only about $193,145 at 4% or $128,764 at 6%; with 50% employer match about $128,764 at 4% or $85,842 at 6%; with 100% employer match about $96,573 at 4% or $64,382 at 6%.
2011110$592,616$75,648$7,565iApproximate average salary by contribution assumption: employee only about $189,120 at 4% or $126,080 at 6%; with 50% employer match about $126,080 at 4% or $84,053 at 6%; with 100% employer match about $94,560 at 4% or $63,040 at 6%.
Valenti Wealth Management LLC 401(K) Profit Sharing Plan-10$592,616$75,648$7,565iApproximate average salary by contribution assumption: employee only about $189,120 at 4% or $126,080 at 6%; with 50% employer match about $126,080 at 4% or $84,053 at 6%; with 100% employer match about $94,560 at 4% or $63,040 at 6%.
201018$512,055$57,393$7,174iApproximate average salary by contribution assumption: employee only about $179,353 at 4% or $119,569 at 6%; with 50% employer match about $119,569 at 4% or $79,713 at 6%; with 100% employer match about $89,677 at 4% or $59,784 at 6%.
Valenti Wealth Management LLC 401(K) Profit Sharing Plan-8$512,055$57,393$7,174iApproximate average salary by contribution assumption: employee only about $179,353 at 4% or $119,569 at 6%; with 50% employer match about $119,569 at 4% or $79,713 at 6%; with 100% employer match about $89,677 at 4% or $59,784 at 6%.
200918$395,294$56,520$7,065iApproximate average salary by contribution assumption: employee only about $176,625 at 4% or $117,750 at 6%; with 50% employer match about $117,750 at 4% or $78,500 at 6%; with 100% employer match about $88,313 at 4% or $58,875 at 6%.
Valenti Wealth Management LLC 401(K) Profit Sharing Plan-8$395,294$56,520$7,065iApproximate average salary by contribution assumption: employee only about $176,625 at 4% or $117,750 at 6%; with 50% employer match about $117,750 at 4% or $78,500 at 6%; with 100% employer match about $88,313 at 4% or $58,875 at 6%.
200814$0$0-
Valenti Wealth Management LLC 401(K) Profit Sharing Plan-4---
200714$407,955$51,712$12,928iApproximate average salary by contribution assumption: employee only about $323,200 at 4% or $215,467 at 6%; with 50% employer match about $215,467 at 4% or $143,644 at 6%; with 100% employer match about $161,600 at 4% or $107,733 at 6%.
Valenti Wealth Management LLC 401(K) Profit Sharing Plan-4$407,955$51,712$12,928iApproximate average salary by contribution assumption: employee only about $323,200 at 4% or $215,467 at 6%; with 50% employer match about $215,467 at 4% or $143,644 at 6%; with 100% employer match about $161,600 at 4% or $107,733 at 6%.
200613$314,377$48,408$16,136iApproximate average salary by contribution assumption: employee only about $403,400 at 4% or $268,933 at 6%; with 50% employer match about $268,933 at 4% or $179,289 at 6%; with 100% employer match about $201,700 at 4% or $134,467 at 6%.
Valenti Wealth Management LLC 401(K) Profit Sharing Plan-3$314,377$48,408$16,136iApproximate average salary by contribution assumption: employee only about $403,400 at 4% or $268,933 at 6%; with 50% employer match about $268,933 at 4% or $179,289 at 6%; with 100% employer match about $201,700 at 4% or $134,467 at 6%.
200514$233,530$47,633$11,908iApproximate average salary by contribution assumption: employee only about $297,706 at 4% or $198,471 at 6%; with 50% employer match about $198,471 at 4% or $132,314 at 6%; with 100% employer match about $148,853 at 4% or $99,235 at 6%.
Valenti Wealth Management LLC 401(K) Profit Sharing Plan-4$233,530$47,633$11,908iApproximate average salary by contribution assumption: employee only about $297,706 at 4% or $198,471 at 6%; with 50% employer match about $198,471 at 4% or $132,314 at 6%; with 100% employer match about $148,853 at 4% or $99,235 at 6%.
200415$167,176$49,041$9,808iApproximate average salary by contribution assumption: employee only about $245,205 at 4% or $163,470 at 6%; with 50% employer match about $163,470 at 4% or $108,980 at 6%; with 100% employer match about $122,603 at 4% or $81,735 at 6%.
Valenti Wealth Management LLC 401(K) Profit Sharing Plan-5$167,176$49,041$9,808iApproximate average salary by contribution assumption: employee only about $245,205 at 4% or $163,470 at 6%; with 50% employer match about $163,470 at 4% or $108,980 at 6%; with 100% employer match about $122,603 at 4% or $81,735 at 6%.
200315$106,390$46,510$9,302iApproximate average salary by contribution assumption: employee only about $232,550 at 4% or $155,033 at 6%; with 50% employer match about $155,033 at 4% or $103,356 at 6%; with 100% employer match about $116,275 at 4% or $77,517 at 6%.
Valenti Wealth Management LLC 401(K) Profit Sharing Plan-5$106,390$46,510$9,302iApproximate average salary by contribution assumption: employee only about $232,550 at 4% or $155,033 at 6%; with 50% employer match about $155,033 at 4% or $103,356 at 6%; with 100% employer match about $116,275 at 4% or $77,517 at 6%.
200215$45,773$45,773$9,155iApproximate average salary by contribution assumption: employee only about $228,865 at 4% or $152,577 at 6%; with 50% employer match about $152,577 at 4% or $101,718 at 6%; with 100% employer match about $114,433 at 4% or $76,288 at 6%.
Valenti Wealth Management LLC 401(K) Profit Sharing Plan-5$45,773$45,773$9,155iApproximate average salary by contribution assumption: employee only about $228,865 at 4% or $152,577 at 6%; with 50% employer match about $152,577 at 4% or $101,718 at 6%; with 100% employer match about $114,433 at 4% or $76,288 at 6%.