Valicenti Advisory Services Inc.
Plan context: Valicenti Advisory Services Inc. 401K Profit Sharing Plan
EIN 16-1268242 • Elmira, NY • 29 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
24
2024 Assets
$7,034,949
2024 Contributions
$328,175
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 24 | $7,034,949 | $328,175 | $13,674iApproximate average salary by contribution assumption: employee only about $341,849 at 4% or $227,899 at 6%; with 50% employer match about $227,899 at 4% or $151,933 at 6%; with 100% employer match about $170,924 at 4% or $113,950 at 6%. |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 24 | $7,034,949 | $328,175 | $13,674iApproximate average salary by contribution assumption: employee only about $341,849 at 4% or $227,899 at 6%; with 50% employer match about $227,899 at 4% or $151,933 at 6%; with 100% employer match about $170,924 at 4% or $113,950 at 6%. |
| 2023 | 1 | 20 | $5,924,658 | $295,116 | $14,756iApproximate average salary by contribution assumption: employee only about $368,895 at 4% or $245,930 at 6%; with 50% employer match about $245,930 at 4% or $163,953 at 6%; with 100% employer match about $184,448 at 4% or $122,965 at 6%. |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 20 | $5,924,658 | $295,116 | $14,756iApproximate average salary by contribution assumption: employee only about $368,895 at 4% or $245,930 at 6%; with 50% employer match about $245,930 at 4% or $163,953 at 6%; with 100% employer match about $184,448 at 4% or $122,965 at 6%. |
| 2022 | 1 | 20 | $4,605,790 | $230,717 | $11,536iApproximate average salary by contribution assumption: employee only about $288,396 at 4% or $192,264 at 6%; with 50% employer match about $192,264 at 4% or $128,176 at 6%; with 100% employer match about $144,198 at 4% or $96,132 at 6%. |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 20 | $4,605,790 | $230,717 | $11,536iApproximate average salary by contribution assumption: employee only about $288,396 at 4% or $192,264 at 6%; with 50% employer match about $192,264 at 4% or $128,176 at 6%; with 100% employer match about $144,198 at 4% or $96,132 at 6%. |
| 2021 | 1 | 19 | $6,472,871 | $282,063 | $14,845iApproximate average salary by contribution assumption: employee only about $371,136 at 4% or $247,424 at 6%; with 50% employer match about $247,424 at 4% or $164,949 at 6%; with 100% employer match about $185,568 at 4% or $123,712 at 6%. |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 19 | $6,472,871 | $282,063 | $14,845iApproximate average salary by contribution assumption: employee only about $371,136 at 4% or $247,424 at 6%; with 50% employer match about $247,424 at 4% or $164,949 at 6%; with 100% employer match about $185,568 at 4% or $123,712 at 6%. |
| 2020 | 1 | 20 | $4,899,215 | $256,361 | $12,818iApproximate average salary by contribution assumption: employee only about $320,451 at 4% or $213,634 at 6%; with 50% employer match about $213,634 at 4% or $142,423 at 6%; with 100% employer match about $160,226 at 4% or $106,817 at 6%. |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 20 | $4,899,215 | $256,361 | $12,818iApproximate average salary by contribution assumption: employee only about $320,451 at 4% or $213,634 at 6%; with 50% employer match about $213,634 at 4% or $142,423 at 6%; with 100% employer match about $160,226 at 4% or $106,817 at 6%. |
| 2019 | 1 | 21 | $3,673,064 | $229,080 | $10,909iApproximate average salary by contribution assumption: employee only about $272,714 at 4% or $181,810 at 6%; with 50% employer match about $181,810 at 4% or $121,206 at 6%; with 100% employer match about $136,357 at 4% or $90,905 at 6%. |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 21 | $3,673,064 | $229,080 | $10,909iApproximate average salary by contribution assumption: employee only about $272,714 at 4% or $181,810 at 6%; with 50% employer match about $181,810 at 4% or $121,206 at 6%; with 100% employer match about $136,357 at 4% or $90,905 at 6%. |
| 2018 | 1 | 20 | $2,640,334 | $213,164 | $10,658iApproximate average salary by contribution assumption: employee only about $266,455 at 4% or $177,637 at 6%; with 50% employer match about $177,637 at 4% or $118,424 at 6%; with 100% employer match about $133,228 at 4% or $88,818 at 6%. |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 20 | $2,640,334 | $213,164 | $10,658iApproximate average salary by contribution assumption: employee only about $266,455 at 4% or $177,637 at 6%; with 50% employer match about $177,637 at 4% or $118,424 at 6%; with 100% employer match about $133,228 at 4% or $88,818 at 6%. |
| 2017 | 1 | 20 | $2,554,128 | $191,881 | $9,594iApproximate average salary by contribution assumption: employee only about $239,851 at 4% or $159,901 at 6%; with 50% employer match about $159,901 at 4% or $106,601 at 6%; with 100% employer match about $119,926 at 4% or $79,950 at 6%. |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 20 | $2,554,128 | $191,881 | $9,594iApproximate average salary by contribution assumption: employee only about $239,851 at 4% or $159,901 at 6%; with 50% employer match about $159,901 at 4% or $106,601 at 6%; with 100% employer match about $119,926 at 4% or $79,950 at 6%. |
| 2016 | 1 | 18 | $2,097,585 | $158,904 | $8,828iApproximate average salary by contribution assumption: employee only about $220,700 at 4% or $147,133 at 6%; with 50% employer match about $147,133 at 4% or $98,089 at 6%; with 100% employer match about $110,350 at 4% or $73,567 at 6%. |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 18 | $2,097,585 | $158,904 | $8,828iApproximate average salary by contribution assumption: employee only about $220,700 at 4% or $147,133 at 6%; with 50% employer match about $147,133 at 4% or $98,089 at 6%; with 100% employer match about $110,350 at 4% or $73,567 at 6%. |
| 2015 | 1 | 18 | $1,799,532 | $188,436 | $10,469iApproximate average salary by contribution assumption: employee only about $261,717 at 4% or $174,478 at 6%; with 50% employer match about $174,478 at 4% or $116,319 at 6%; with 100% employer match about $130,858 at 4% or $87,239 at 6%. |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 18 | $1,799,532 | $188,436 | $10,469iApproximate average salary by contribution assumption: employee only about $261,717 at 4% or $174,478 at 6%; with 50% employer match about $174,478 at 4% or $116,319 at 6%; with 100% employer match about $130,858 at 4% or $87,239 at 6%. |
| 2014 | 1 | 19 | $1,730,359 | $191,947 | $10,102iApproximate average salary by contribution assumption: employee only about $252,562 at 4% or $168,375 at 6%; with 50% employer match about $168,375 at 4% or $112,250 at 6%; with 100% employer match about $126,281 at 4% or $84,187 at 6%. |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 19 | $1,730,359 | $191,947 | $10,102iApproximate average salary by contribution assumption: employee only about $252,562 at 4% or $168,375 at 6%; with 50% employer match about $168,375 at 4% or $112,250 at 6%; with 100% employer match about $126,281 at 4% or $84,187 at 6%. |
| 2013 | 1 | 20 | $1,499,308 | $187,010 | $9,351iApproximate average salary by contribution assumption: employee only about $233,763 at 4% or $155,842 at 6%; with 50% employer match about $155,842 at 4% or $103,894 at 6%; with 100% employer match about $116,881 at 4% or $77,921 at 6%. |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 20 | $1,499,308 | $187,010 | $9,351iApproximate average salary by contribution assumption: employee only about $233,763 at 4% or $155,842 at 6%; with 50% employer match about $155,842 at 4% or $103,894 at 6%; with 100% employer match about $116,881 at 4% or $77,921 at 6%. |
| 2012 | 1 | 21 | $1,082,509 | $182,713 | $8,701iApproximate average salary by contribution assumption: employee only about $217,515 at 4% or $145,010 at 6%; with 50% employer match about $145,010 at 4% or $96,674 at 6%; with 100% employer match about $108,758 at 4% or $72,505 at 6%. |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 21 | $1,082,509 | $182,713 | $8,701iApproximate average salary by contribution assumption: employee only about $217,515 at 4% or $145,010 at 6%; with 50% employer match about $145,010 at 4% or $96,674 at 6%; with 100% employer match about $108,758 at 4% or $72,505 at 6%. |
| 2011 | 1 | 18 | $871,475 | $20,721 | $1,151iApproximate average salary by contribution assumption: employee only about $28,779 at 4% or $19,186 at 6%; with 50% employer match about $19,186 at 4% or $12,791 at 6%; with 100% employer match about $14,390 at 4% or $9,593 at 6%. |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 18 | $871,475 | $20,721 | $1,151iApproximate average salary by contribution assumption: employee only about $28,779 at 4% or $19,186 at 6%; with 50% employer match about $19,186 at 4% or $12,791 at 6%; with 100% employer match about $14,390 at 4% or $9,593 at 6%. |
| 2010 | 1 | 18 | $811,615 | $104,451 | $5,803iApproximate average salary by contribution assumption: employee only about $145,071 at 4% or $96,714 at 6%; with 50% employer match about $96,714 at 4% or $64,476 at 6%; with 100% employer match about $72,535 at 4% or $48,357 at 6%. |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 18 | $811,615 | $104,451 | $5,803iApproximate average salary by contribution assumption: employee only about $145,071 at 4% or $96,714 at 6%; with 50% employer match about $96,714 at 4% or $64,476 at 6%; with 100% employer match about $72,535 at 4% or $48,357 at 6%. |
| 2009 | 1 | 18 | $709,315 | $109,351 | $6,075iApproximate average salary by contribution assumption: employee only about $151,876 at 4% or $101,251 at 6%; with 50% employer match about $101,251 at 4% or $67,501 at 6%; with 100% employer match about $75,938 at 4% or $50,625 at 6%. |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 18 | $709,315 | $109,351 | $6,075iApproximate average salary by contribution assumption: employee only about $151,876 at 4% or $101,251 at 6%; with 50% employer match about $101,251 at 4% or $67,501 at 6%; with 100% employer match about $75,938 at 4% or $50,625 at 6%. |
| 2008 | 1 | 17 | $0 | $0 | - |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 17 | - | - | - |
| 2007 | 1 | 16 | $0 | $0 | - |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 16 | - | - | - |
| 2006 | 1 | 13 | $507,722 | $125,202 | $9,631iApproximate average salary by contribution assumption: employee only about $240,773 at 4% or $160,515 at 6%; with 50% employer match about $160,515 at 4% or $107,010 at 6%; with 100% employer match about $120,387 at 4% or $80,258 at 6%. |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 13 | $507,722 | $125,202 | $9,631iApproximate average salary by contribution assumption: employee only about $240,773 at 4% or $160,515 at 6%; with 50% employer match about $160,515 at 4% or $107,010 at 6%; with 100% employer match about $120,387 at 4% or $80,258 at 6%. |
| 2005 | 1 | 13 | $857,740 | $100,998 | $7,769iApproximate average salary by contribution assumption: employee only about $194,227 at 4% or $129,485 at 6%; with 50% employer match about $129,485 at 4% or $86,323 at 6%; with 100% employer match about $97,113 at 4% or $64,742 at 6%. |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 13 | $857,740 | $100,998 | $7,769iApproximate average salary by contribution assumption: employee only about $194,227 at 4% or $129,485 at 6%; with 50% employer match about $129,485 at 4% or $86,323 at 6%; with 100% employer match about $97,113 at 4% or $64,742 at 6%. |
| 2004 | 1 | 13 | $822,277 | $102,920 | $7,917iApproximate average salary by contribution assumption: employee only about $197,923 at 4% or $131,949 at 6%; with 50% employer match about $131,949 at 4% or $87,966 at 6%; with 100% employer match about $98,962 at 4% or $65,974 at 6%. |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 13 | $822,277 | $102,920 | $7,917iApproximate average salary by contribution assumption: employee only about $197,923 at 4% or $131,949 at 6%; with 50% employer match about $131,949 at 4% or $87,966 at 6%; with 100% employer match about $98,962 at 4% or $65,974 at 6%. |
| 2003 | 1 | 14 | $637,035 | $100,958 | $7,211iApproximate average salary by contribution assumption: employee only about $180,282 at 4% or $120,188 at 6%; with 50% employer match about $120,188 at 4% or $80,125 at 6%; with 100% employer match about $90,141 at 4% or $60,094 at 6%. |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 14 | $637,035 | $100,958 | $7,211iApproximate average salary by contribution assumption: employee only about $180,282 at 4% or $120,188 at 6%; with 50% employer match about $120,188 at 4% or $80,125 at 6%; with 100% employer match about $90,141 at 4% or $60,094 at 6%. |
| 2002 | 1 | 14 | $0 | $0 | - |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 14 | - | - | - |
| 2001 | 2 | 11 | $0 | $0 | - |
| Valicenti Advisory Services Inc. Pension Plan | - | 0 | - | - | - |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 11 | - | - | - |
| 2000 | 2 | 11 | $0 | $0 | - |
| Valicenti Advisory Services Inc. Pension Plan | - | 11 | - | - | - |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 11 | - | - | - |
| 1999 | 2 | 13 | $814,142 | $91,866 | $7,067iApproximate average salary by contribution assumption: employee only about $176,665 at 4% or $117,777 at 6%; with 50% employer match about $117,777 at 4% or $78,518 at 6%; with 100% employer match about $88,333 at 4% or $58,888 at 6%. |
| Valicenti Advisory Services Inc. 401K Profit Sharing Plan | - | 13 | $630,984 | $53,126 | $4,087iApproximate average salary by contribution assumption: employee only about $102,165 at 4% or $68,110 at 6%; with 50% employer match about $68,110 at 4% or $45,407 at 6%; with 100% employer match about $51,083 at 4% or $34,055 at 6%. |
| Valicenti Advisory Services Inc. Pension Plan | - | 13 | $183,158 | $38,740 | $2,980iApproximate average salary by contribution assumption: employee only about $74,500 at 4% or $49,667 at 6%; with 50% employer match about $49,667 at 4% or $33,111 at 6%; with 100% employer match about $37,250 at 4% or $24,833 at 6%. |