Civic Intelligence

Equity Valuation Associates

Plan context: Equity Valuation Associates 401K Profit Sharing Plan

EIN 13-3342914 • Staten Island, NY • 26 filings • 6 plans

1855 Victory BlvdStaten Island, NY 10314-3517
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,543,981

2024 Contributions

$65,273

Historical Graphs

Total Assets Over Time

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

$3,543,981$1,771,991$0199920132024YearValue
$3,543,981Latest year 2024

Participants Over Time

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

1260199920122024YearValue
8Latest 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
202418$3,543,981$65,273$8,159iApproximate average salary by contribution assumption: employee only about $203,978 at 4% or $135,985 at 6%; with 50% employer match about $135,985 at 4% or $90,657 at 6%; with 100% employer match about $101,989 at 4% or $67,993 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-8$3,543,981$65,273$8,159iApproximate average salary by contribution assumption: employee only about $203,978 at 4% or $135,985 at 6%; with 50% employer match about $135,985 at 4% or $90,657 at 6%; with 100% employer match about $101,989 at 4% or $67,993 at 6%.
202318$2,912,151$84,189$10,524iApproximate average salary by contribution assumption: employee only about $263,091 at 4% or $175,394 at 6%; with 50% employer match about $175,394 at 4% or $116,929 at 6%; with 100% employer match about $131,545 at 4% or $87,697 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-8$2,912,151$84,189$10,524iApproximate average salary by contribution assumption: employee only about $263,091 at 4% or $175,394 at 6%; with 50% employer match about $175,394 at 4% or $116,929 at 6%; with 100% employer match about $131,545 at 4% or $87,697 at 6%.
202218$2,314,090$82,534$10,317iApproximate average salary by contribution assumption: employee only about $257,919 at 4% or $171,946 at 6%; with 50% employer match about $171,946 at 4% or $114,631 at 6%; with 100% employer match about $128,959 at 4% or $85,973 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-8$2,314,090$82,534$10,317iApproximate average salary by contribution assumption: employee only about $257,919 at 4% or $171,946 at 6%; with 50% employer match about $171,946 at 4% or $114,631 at 6%; with 100% employer match about $128,959 at 4% or $85,973 at 6%.
202118$2,749,854$82,163$10,270iApproximate average salary by contribution assumption: employee only about $256,759 at 4% or $171,173 at 6%; with 50% employer match about $171,173 at 4% or $114,115 at 6%; with 100% employer match about $128,380 at 4% or $85,586 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-8$2,749,854$82,163$10,270iApproximate average salary by contribution assumption: employee only about $256,759 at 4% or $171,173 at 6%; with 50% employer match about $171,173 at 4% or $114,115 at 6%; with 100% employer match about $128,380 at 4% or $85,586 at 6%.
202019$2,428,873$82,455$9,162iApproximate average salary by contribution assumption: employee only about $229,042 at 4% or $152,694 at 6%; with 50% employer match about $152,694 at 4% or $101,796 at 6%; with 100% employer match about $114,521 at 4% or $76,347 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-9$2,428,873$82,455$9,162iApproximate average salary by contribution assumption: employee only about $229,042 at 4% or $152,694 at 6%; with 50% employer match about $152,694 at 4% or $101,796 at 6%; with 100% employer match about $114,521 at 4% or $76,347 at 6%.
201919$2,093,535$82,173$9,130iApproximate average salary by contribution assumption: employee only about $228,258 at 4% or $152,172 at 6%; with 50% employer match about $152,172 at 4% or $101,448 at 6%; with 100% employer match about $114,129 at 4% or $76,086 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-9$2,093,535$82,173$9,130iApproximate average salary by contribution assumption: employee only about $228,258 at 4% or $152,172 at 6%; with 50% employer match about $152,172 at 4% or $101,448 at 6%; with 100% employer match about $114,129 at 4% or $76,086 at 6%.
201818$1,812,501$87,091$10,886iApproximate average salary by contribution assumption: employee only about $272,159 at 4% or $181,440 at 6%; with 50% employer match about $181,440 at 4% or $120,960 at 6%; with 100% employer match about $136,080 at 4% or $90,720 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-8$1,812,501$87,091$10,886iApproximate average salary by contribution assumption: employee only about $272,159 at 4% or $181,440 at 6%; with 50% employer match about $181,440 at 4% or $120,960 at 6%; with 100% employer match about $136,080 at 4% or $90,720 at 6%.
201717$2,132,914$88,931$12,704iApproximate average salary by contribution assumption: employee only about $317,611 at 4% or $211,740 at 6%; with 50% employer match about $211,740 at 4% or $141,160 at 6%; with 100% employer match about $158,805 at 4% or $105,870 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-7$2,132,914$88,931$12,704iApproximate average salary by contribution assumption: employee only about $317,611 at 4% or $211,740 at 6%; with 50% employer match about $211,740 at 4% or $141,160 at 6%; with 100% employer match about $158,805 at 4% or $105,870 at 6%.
201616$1,721,375$92,118$15,353iApproximate average salary by contribution assumption: employee only about $383,825 at 4% or $255,883 at 6%; with 50% employer match about $255,883 at 4% or $170,589 at 6%; with 100% employer match about $191,913 at 4% or $127,942 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-6$1,721,375$92,118$15,353iApproximate average salary by contribution assumption: employee only about $383,825 at 4% or $255,883 at 6%; with 50% employer match about $255,883 at 4% or $170,589 at 6%; with 100% employer match about $191,913 at 4% or $127,942 at 6%.
2015111$1,495,965$81,242$7,386iApproximate average salary by contribution assumption: employee only about $184,641 at 4% or $123,094 at 6%; with 50% employer match about $123,094 at 4% or $82,063 at 6%; with 100% employer match about $92,320 at 4% or $61,547 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-11$1,495,965$81,242$7,386iApproximate average salary by contribution assumption: employee only about $184,641 at 4% or $123,094 at 6%; with 50% employer match about $123,094 at 4% or $82,063 at 6%; with 100% employer match about $92,320 at 4% or $61,547 at 6%.
2014110$1,515,334$70,697$7,070iApproximate average salary by contribution assumption: employee only about $176,743 at 4% or $117,828 at 6%; with 50% employer match about $117,828 at 4% or $78,552 at 6%; with 100% employer match about $88,371 at 4% or $58,914 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-10$1,515,334$70,697$7,070iApproximate average salary by contribution assumption: employee only about $176,743 at 4% or $117,828 at 6%; with 50% employer match about $117,828 at 4% or $78,552 at 6%; with 100% employer match about $88,371 at 4% or $58,914 at 6%.
201317$1,329,028$67,366$9,624iApproximate average salary by contribution assumption: employee only about $240,593 at 4% or $160,395 at 6%; with 50% employer match about $160,395 at 4% or $106,930 at 6%; with 100% employer match about $120,296 at 4% or $80,198 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-7$1,329,028$67,366$9,624iApproximate average salary by contribution assumption: employee only about $240,593 at 4% or $160,395 at 6%; with 50% employer match about $160,395 at 4% or $106,930 at 6%; with 100% employer match about $120,296 at 4% or $80,198 at 6%.
201217$990,826$68,533$9,790iApproximate average salary by contribution assumption: employee only about $244,761 at 4% or $163,174 at 6%; with 50% employer match about $163,174 at 4% or $108,783 at 6%; with 100% employer match about $122,380 at 4% or $81,587 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-7$990,826$68,533$9,790iApproximate average salary by contribution assumption: employee only about $244,761 at 4% or $163,174 at 6%; with 50% employer match about $163,174 at 4% or $108,783 at 6%; with 100% employer match about $122,380 at 4% or $81,587 at 6%.
201117$819,102$65,748$9,393iApproximate average salary by contribution assumption: employee only about $234,814 at 4% or $156,543 at 6%; with 50% employer match about $156,543 at 4% or $104,362 at 6%; with 100% employer match about $117,407 at 4% or $78,271 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-7$819,102$65,748$9,393iApproximate average salary by contribution assumption: employee only about $234,814 at 4% or $156,543 at 6%; with 50% employer match about $156,543 at 4% or $104,362 at 6%; with 100% employer match about $117,407 at 4% or $78,271 at 6%.
201017$781,626$56,903$8,129iApproximate average salary by contribution assumption: employee only about $203,225 at 4% or $135,483 at 6%; with 50% employer match about $135,483 at 4% or $90,322 at 6%; with 100% employer match about $101,613 at 4% or $67,742 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-7$781,626$56,903$8,129iApproximate average salary by contribution assumption: employee only about $203,225 at 4% or $135,483 at 6%; with 50% employer match about $135,483 at 4% or $90,322 at 6%; with 100% employer match about $101,613 at 4% or $67,742 at 6%.
200918$699,118$54,519$6,815iApproximate average salary by contribution assumption: employee only about $170,372 at 4% or $113,581 at 6%; with 50% employer match about $113,581 at 4% or $75,721 at 6%; with 100% employer match about $85,186 at 4% or $56,791 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-8$699,118$54,519$6,815iApproximate average salary by contribution assumption: employee only about $170,372 at 4% or $113,581 at 6%; with 50% employer match about $113,581 at 4% or $75,721 at 6%; with 100% employer match about $85,186 at 4% or $56,791 at 6%.
2008110$506,711$75,058$7,506iApproximate average salary by contribution assumption: employee only about $187,645 at 4% or $125,097 at 6%; with 50% employer match about $125,097 at 4% or $83,398 at 6%; with 100% employer match about $93,823 at 4% or $62,548 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-10$506,711$75,058$7,506iApproximate average salary by contribution assumption: employee only about $187,645 at 4% or $125,097 at 6%; with 50% employer match about $125,097 at 4% or $83,398 at 6%; with 100% employer match about $93,823 at 4% or $62,548 at 6%.
2007110$700,234$74,215$7,422iApproximate average salary by contribution assumption: employee only about $185,538 at 4% or $123,692 at 6%; with 50% employer match about $123,692 at 4% or $82,461 at 6%; with 100% employer match about $92,769 at 4% or $61,846 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-10$700,234$74,215$7,422iApproximate average salary by contribution assumption: employee only about $185,538 at 4% or $123,692 at 6%; with 50% employer match about $123,692 at 4% or $82,461 at 6%; with 100% employer match about $92,769 at 4% or $61,846 at 6%.
2006112$581,540$60,895$5,075iApproximate average salary by contribution assumption: employee only about $126,865 at 4% or $84,576 at 6%; with 50% employer match about $84,576 at 4% or $56,384 at 6%; with 100% employer match about $63,432 at 4% or $42,288 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-12$581,540$60,895$5,075iApproximate average salary by contribution assumption: employee only about $126,865 at 4% or $84,576 at 6%; with 50% employer match about $84,576 at 4% or $56,384 at 6%; with 100% employer match about $63,432 at 4% or $42,288 at 6%.
2005110$481,704$78,811$7,881iApproximate average salary by contribution assumption: employee only about $197,028 at 4% or $131,352 at 6%; with 50% employer match about $131,352 at 4% or $87,568 at 6%; with 100% employer match about $98,514 at 4% or $65,676 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-10$481,704$78,811$7,881iApproximate average salary by contribution assumption: employee only about $197,028 at 4% or $131,352 at 6%; with 50% employer match about $131,352 at 4% or $87,568 at 6%; with 100% employer match about $98,514 at 4% or $65,676 at 6%.
2004112$369,792$64,287$5,357iApproximate average salary by contribution assumption: employee only about $133,931 at 4% or $89,288 at 6%; with 50% employer match about $89,288 at 4% or $59,525 at 6%; with 100% employer match about $66,966 at 4% or $44,644 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-12$369,792$64,287$5,357iApproximate average salary by contribution assumption: employee only about $133,931 at 4% or $89,288 at 6%; with 50% employer match about $89,288 at 4% or $59,525 at 6%; with 100% employer match about $66,966 at 4% or $44,644 at 6%.
2003112$268,903$62,853$5,238iApproximate average salary by contribution assumption: employee only about $130,944 at 4% or $87,296 at 6%; with 50% employer match about $87,296 at 4% or $58,197 at 6%; with 100% employer match about $65,472 at 4% or $43,648 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-12$268,903$62,853$5,238iApproximate average salary by contribution assumption: employee only about $130,944 at 4% or $87,296 at 6%; with 50% employer match about $87,296 at 4% or $58,197 at 6%; with 100% employer match about $65,472 at 4% or $43,648 at 6%.
200218$154,210$58,224$7,278iApproximate average salary by contribution assumption: employee only about $181,950 at 4% or $121,300 at 6%; with 50% employer match about $121,300 at 4% or $80,867 at 6%; with 100% employer match about $90,975 at 4% or $60,650 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-8$154,210$58,224$7,278iApproximate average salary by contribution assumption: employee only about $181,950 at 4% or $121,300 at 6%; with 50% employer match about $121,300 at 4% or $80,867 at 6%; with 100% employer match about $90,975 at 4% or $60,650 at 6%.
200119$0$0-
Equity Valuation Associates 401K Profit Sharing Plan-9---
2000111$0$0-
Equity Valuation Associates 401K Profit Sharing Plan-11---
1999110$68,722$55,343$5,534iApproximate average salary by contribution assumption: employee only about $138,358 at 4% or $92,238 at 6%; with 50% employer match about $92,238 at 4% or $61,492 at 6%; with 100% employer match about $69,179 at 4% or $46,119 at 6%.
Equity Valuation Associates 401K Profit Sharing Plan-10$68,722$55,343$5,534iApproximate average salary by contribution assumption: employee only about $138,358 at 4% or $92,238 at 6%; with 50% employer match about $92,238 at 4% or $61,492 at 6%; with 100% employer match about $69,179 at 4% or $46,119 at 6%.