Civic Intelligence

Applied Value LLC

Plan context: Applied Value LLC Pension Plan

EIN 16-1641384 • Andover, MA • 44 filings • 3 plans

300 Brickstone SquareSuite 201Andover, MA 01810
Current Snapshot

Latest Year

2024

2024 Participants

40

2024 Assets

$12,377,493

2024 Contributions

$918,268

Historical Graphs

Total Assets Over Time

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

$12,377,493$6,188,747$0200320142024YearValue
$12,377,493Latest year 2024

Participants Over Time

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

47240200320142024YearValue
40Latest 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
2024240$12,377,493$918,268$22,957iApproximate average salary by contribution assumption: employee only about $573,918 at 4% or $382,612 at 6%; with 50% employer match about $382,612 at 4% or $255,074 at 6%; with 100% employer match about $286,959 at 4% or $191,306 at 6%.
Applied Value LLC Pension Plan-40$7,010,046$529,047$13,226iApproximate average salary by contribution assumption: employee only about $330,654 at 4% or $220,436 at 6%; with 50% employer match about $220,436 at 4% or $146,958 at 6%; with 100% employer match about $165,327 at 4% or $110,218 at 6%.
Applied Value LLC 401(K) Savings Plan-31$5,367,447$389,221$12,556iApproximate average salary by contribution assumption: employee only about $313,888 at 4% or $209,259 at 6%; with 50% employer match about $209,259 at 4% or $139,506 at 6%; with 100% employer match about $156,944 at 4% or $104,629 at 6%.
2023240$9,901,524$872,048$21,801iApproximate average salary by contribution assumption: employee only about $545,030 at 4% or $363,353 at 6%; with 50% employer match about $363,353 at 4% or $242,236 at 6%; with 100% employer match about $272,515 at 4% or $181,677 at 6%.
Applied Value LLC Pension Plan-40$5,585,938$352,380$8,810iApproximate average salary by contribution assumption: employee only about $220,238 at 4% or $146,825 at 6%; with 50% employer match about $146,825 at 4% or $97,883 at 6%; with 100% employer match about $110,119 at 4% or $73,413 at 6%.
Applied Value LLC 401(K) Savings Plan-40$4,315,586$519,668$12,992iApproximate average salary by contribution assumption: employee only about $324,793 at 4% or $216,528 at 6%; with 50% employer match about $216,528 at 4% or $144,352 at 6%; with 100% employer match about $162,396 at 4% or $108,264 at 6%.
2022246$7,708,016$767,874$16,693iApproximate average salary by contribution assumption: employee only about $417,323 at 4% or $278,215 at 6%; with 50% employer match about $278,215 at 4% or $185,477 at 6%; with 100% employer match about $208,661 at 4% or $139,108 at 6%.
Applied Value LLC Pension Plan-46$4,373,323$364,298$7,920iApproximate average salary by contribution assumption: employee only about $197,988 at 4% or $131,992 at 6%; with 50% employer match about $131,992 at 4% or $87,995 at 6%; with 100% employer match about $98,994 at 4% or $65,996 at 6%.
Applied Value LLC 401(K) Savings Plan-31$3,334,693$403,576$13,019iApproximate average salary by contribution assumption: employee only about $325,465 at 4% or $216,976 at 6%; with 50% employer match about $216,976 at 4% or $144,651 at 6%; with 100% employer match about $162,732 at 4% or $108,488 at 6%.
2021247$9,644,667$637,055$13,554iApproximate average salary by contribution assumption: employee only about $338,859 at 4% or $225,906 at 6%; with 50% employer match about $225,906 at 4% or $150,604 at 6%; with 100% employer match about $169,430 at 4% or $112,953 at 6%.
Applied Value LLC Pension Plan-47$5,565,764$300,000$6,383iApproximate average salary by contribution assumption: employee only about $159,574 at 4% or $106,383 at 6%; with 50% employer match about $106,383 at 4% or $70,922 at 6%; with 100% employer match about $79,787 at 4% or $53,191 at 6%.
Applied Value LLC 401(K) Savings Plan-30$4,078,903$337,055$11,235iApproximate average salary by contribution assumption: employee only about $280,879 at 4% or $187,253 at 6%; with 50% employer match about $187,253 at 4% or $124,835 at 6%; with 100% employer match about $140,440 at 4% or $93,626 at 6%.
2020242$7,624,676$850,739$20,256iApproximate average salary by contribution assumption: employee only about $506,392 at 4% or $337,595 at 6%; with 50% employer match about $337,595 at 4% or $225,063 at 6%; with 100% employer match about $253,196 at 4% or $168,797 at 6%.
Applied Value LLC Pension Plan-42$4,430,121$369,200$8,790iApproximate average salary by contribution assumption: employee only about $219,762 at 4% or $146,508 at 6%; with 50% employer match about $146,508 at 4% or $97,672 at 6%; with 100% employer match about $109,881 at 4% or $73,254 at 6%.
Applied Value LLC 401(K) Savings Plan-26$3,194,555$481,539$18,521iApproximate average salary by contribution assumption: employee only about $463,018 at 4% or $308,679 at 6%; with 50% employer match about $308,679 at 4% or $205,786 at 6%; with 100% employer match about $231,509 at 4% or $154,339 at 6%.
2019231$8,326,558$606,864$19,576iApproximate average salary by contribution assumption: employee only about $489,406 at 4% or $326,271 at 6%; with 50% employer match about $326,271 at 4% or $217,514 at 6%; with 100% employer match about $244,703 at 4% or $163,135 at 6%.
Applied Value LLC Pension Plan-31$4,996,846$320,562$10,341iApproximate average salary by contribution assumption: employee only about $258,518 at 4% or $172,345 at 6%; with 50% employer match about $172,345 at 4% or $114,897 at 6%; with 100% employer match about $129,259 at 4% or $86,173 at 6%.
Applied Value LLC 401(K) Savings Plan-30$3,329,712$286,302$9,543iApproximate average salary by contribution assumption: employee only about $238,585 at 4% or $159,057 at 6%; with 50% employer match about $159,057 at 4% or $106,038 at 6%; with 100% employer match about $119,293 at 4% or $79,528 at 6%.
2018227$6,203,804$478,750$17,731iApproximate average salary by contribution assumption: employee only about $443,287 at 4% or $295,525 at 6%; with 50% employer match about $295,525 at 4% or $197,016 at 6%; with 100% employer match about $221,644 at 4% or $147,762 at 6%.
Applied Value LLC Pension Plan-27$3,672,501$282,208$10,452iApproximate average salary by contribution assumption: employee only about $261,304 at 4% or $174,202 at 6%; with 50% employer match about $174,202 at 4% or $116,135 at 6%; with 100% employer match about $130,652 at 4% or $87,101 at 6%.
Applied Value LLC 401(K) Savings Plan-27$2,531,303$196,542$7,279iApproximate average salary by contribution assumption: employee only about $181,983 at 4% or $121,322 at 6%; with 50% employer match about $121,322 at 4% or $80,881 at 6%; with 100% employer match about $90,992 at 4% or $60,661 at 6%.
2017230$6,191,459$448,640$14,955iApproximate average salary by contribution assumption: employee only about $373,867 at 4% or $249,244 at 6%; with 50% employer match about $249,244 at 4% or $166,163 at 6%; with 100% employer match about $186,933 at 4% or $124,622 at 6%.
Applied Value LLC Pension Plan-25$3,620,451$282,482$11,299iApproximate average salary by contribution assumption: employee only about $282,482 at 4% or $188,321 at 6%; with 50% employer match about $188,321 at 4% or $125,548 at 6%; with 100% employer match about $141,241 at 4% or $94,161 at 6%.
Applied Value LLC 401(K) Savings Plan-30$2,571,008$166,158$5,539iApproximate average salary by contribution assumption: employee only about $138,465 at 4% or $92,310 at 6%; with 50% employer match about $92,310 at 4% or $61,540 at 6%; with 100% employer match about $69,233 at 4% or $46,155 at 6%.
2016228$5,053,238$406,205$14,507iApproximate average salary by contribution assumption: employee only about $362,683 at 4% or $241,789 at 6%; with 50% employer match about $241,789 at 4% or $161,192 at 6%; with 100% employer match about $181,342 at 4% or $120,894 at 6%.
Applied Value LLC Pension Plan-23$3,095,449$269,349$11,711iApproximate average salary by contribution assumption: employee only about $292,771 at 4% or $195,180 at 6%; with 50% employer match about $195,180 at 4% or $130,120 at 6%; with 100% employer match about $146,385 at 4% or $97,590 at 6%.
Applied Value LLC 401(K) Savings Plan-28$1,957,789$136,856$4,888iApproximate average salary by contribution assumption: employee only about $122,193 at 4% or $81,462 at 6%; with 50% employer match about $81,462 at 4% or $54,308 at 6%; with 100% employer match about $61,096 at 4% or $40,731 at 6%.
2015228$5,173,324$413,279$14,760iApproximate average salary by contribution assumption: employee only about $368,999 at 4% or $245,999 at 6%; with 50% employer match about $245,999 at 4% or $164,000 at 6%; with 100% employer match about $184,500 at 4% or $123,000 at 6%.
Applied Value LLC Pension Plan-20$2,992,097$272,582$13,629iApproximate average salary by contribution assumption: employee only about $340,728 at 4% or $227,152 at 6%; with 50% employer match about $227,152 at 4% or $151,434 at 6%; with 100% employer match about $170,364 at 4% or $113,576 at 6%.
Applied Value LLC 401(K) Savings Plan-28$2,181,227$140,697$5,025iApproximate average salary by contribution assumption: employee only about $125,622 at 4% or $83,748 at 6%; with 50% employer match about $83,748 at 4% or $55,832 at 6%; with 100% employer match about $62,811 at 4% or $41,874 at 6%.
2014224$4,769,140$376,740$15,698iApproximate average salary by contribution assumption: employee only about $392,438 at 4% or $261,625 at 6%; with 50% employer match about $261,625 at 4% or $174,417 at 6%; with 100% employer match about $196,219 at 4% or $130,813 at 6%.
Applied Value LLC Pension Plan-19$2,723,106$238,961$12,577iApproximate average salary by contribution assumption: employee only about $314,422 at 4% or $209,615 at 6%; with 50% employer match about $209,615 at 4% or $139,743 at 6%; with 100% employer match about $157,211 at 4% or $104,807 at 6%.
Applied Value LLC 401(K) Savings Plan-24$2,046,034$137,779$5,741iApproximate average salary by contribution assumption: employee only about $143,520 at 4% or $95,680 at 6%; with 50% employer match about $95,680 at 4% or $63,787 at 6%; with 100% employer match about $71,760 at 4% or $47,840 at 6%.
2013221$4,422,876$352,206$16,772iApproximate average salary by contribution assumption: employee only about $419,293 at 4% or $279,529 at 6%; with 50% employer match about $279,529 at 4% or $186,352 at 6%; with 100% employer match about $209,646 at 4% or $139,764 at 6%.
Applied Value LLC Pension Plan-21$2,469,005$206,558$9,836iApproximate average salary by contribution assumption: employee only about $245,902 at 4% or $163,935 at 6%; with 50% employer match about $163,935 at 4% or $109,290 at 6%; with 100% employer match about $122,951 at 4% or $81,967 at 6%.
Applied Value LLC 401(K) Savings Plan-20$1,953,871$145,648$7,282iApproximate average salary by contribution assumption: employee only about $182,060 at 4% or $121,373 at 6%; with 50% employer match about $121,373 at 4% or $80,916 at 6%; with 100% employer match about $91,030 at 4% or $60,687 at 6%.
2012218$3,395,268$283,471$15,748iApproximate average salary by contribution assumption: employee only about $393,710 at 4% or $262,473 at 6%; with 50% employer match about $262,473 at 4% or $174,982 at 6%; with 100% employer match about $196,855 at 4% or $131,237 at 6%.
Applied Value LLC Pension Plan-16$1,818,952$147,051$9,191iApproximate average salary by contribution assumption: employee only about $229,767 at 4% or $153,178 at 6%; with 50% employer match about $153,178 at 4% or $102,119 at 6%; with 100% employer match about $114,884 at 4% or $76,589 at 6%.
Applied Value LLC 401(K) Savings Plan-18$1,576,316$136,420$7,579iApproximate average salary by contribution assumption: employee only about $189,472 at 4% or $126,315 at 6%; with 50% employer match about $126,315 at 4% or $84,210 at 6%; with 100% employer match about $94,736 at 4% or $63,157 at 6%.
2011217$2,883,157$306,459$18,027iApproximate average salary by contribution assumption: employee only about $450,675 at 4% or $300,450 at 6%; with 50% employer match about $300,450 at 4% or $200,300 at 6%; with 100% employer match about $225,338 at 4% or $150,225 at 6%.
Applied Value LLC Pension Plan-17$1,535,491$171,471$10,087iApproximate average salary by contribution assumption: employee only about $252,163 at 4% or $168,109 at 6%; with 50% employer match about $168,109 at 4% or $112,073 at 6%; with 100% employer match about $126,082 at 4% or $84,054 at 6%.
Applied Value LLC 401(K) Savings Plan-15$1,347,666$134,988$8,999iApproximate average salary by contribution assumption: employee only about $224,980 at 4% or $149,987 at 6%; with 50% employer match about $149,987 at 4% or $99,991 at 6%; with 100% employer match about $112,490 at 4% or $74,993 at 6%.
2010218$2,796,732$271,374$15,076iApproximate average salary by contribution assumption: employee only about $376,908 at 4% or $251,272 at 6%; with 50% employer match about $251,272 at 4% or $167,515 at 6%; with 100% employer match about $188,454 at 4% or $125,636 at 6%.
Applied Value LLC Pension Plan-18$1,455,048$134,928$7,496iApproximate average salary by contribution assumption: employee only about $187,400 at 4% or $124,933 at 6%; with 50% employer match about $124,933 at 4% or $83,289 at 6%; with 100% employer match about $93,700 at 4% or $62,467 at 6%.
Applied Value LLC 401(K) Savings Plan-14$1,341,684$136,446$9,746iApproximate average salary by contribution assumption: employee only about $243,654 at 4% or $162,436 at 6%; with 50% employer match about $162,436 at 4% or $108,290 at 6%; with 100% employer match about $121,827 at 4% or $81,218 at 6%.
2009220$2,177,062$275,391$13,770iApproximate average salary by contribution assumption: employee only about $344,239 at 4% or $229,493 at 6%; with 50% employer match about $229,493 at 4% or $152,995 at 6%; with 100% employer match about $172,119 at 4% or $114,746 at 6%.
Applied Value LLC Pension Plan-16$1,147,116$153,600$9,600iApproximate average salary by contribution assumption: employee only about $240,000 at 4% or $160,000 at 6%; with 50% employer match about $160,000 at 4% or $106,667 at 6%; with 100% employer match about $120,000 at 4% or $80,000 at 6%.
Applied Value LLC 401(K) Savings Plan-20$1,029,946$121,791$6,090iApproximate average salary by contribution assumption: employee only about $152,239 at 4% or $101,493 at 6%; with 50% employer match about $101,493 at 4% or $67,662 at 6%; with 100% employer match about $76,119 at 4% or $50,746 at 6%.
2008222$1,568,655$240,213$10,919iApproximate average salary by contribution assumption: employee only about $272,969 at 4% or $181,980 at 6%; with 50% employer match about $181,980 at 4% or $121,320 at 6%; with 100% employer match about $136,485 at 4% or $90,990 at 6%.
Applied Value LLC Pension Plan-15$827,169$98,466$6,564iApproximate average salary by contribution assumption: employee only about $164,110 at 4% or $109,407 at 6%; with 50% employer match about $109,407 at 4% or $72,938 at 6%; with 100% employer match about $82,055 at 4% or $54,703 at 6%.
Applied Value LLC 401(K) Savings Plan-22$741,486$141,747$6,443iApproximate average salary by contribution assumption: employee only about $161,076 at 4% or $107,384 at 6%; with 50% employer match about $107,384 at 4% or $71,589 at 6%; with 100% employer match about $80,538 at 4% or $53,692 at 6%.
2007222$0$0-
Applied Value LLC Pension Plan-0---
Applied Value LLC 401(K) Savings Plan-22---
2006240$2,011,614$300,438$7,511iApproximate average salary by contribution assumption: employee only about $187,774 at 4% or $125,183 at 6%; with 50% employer match about $125,183 at 4% or $83,455 at 6%; with 100% employer match about $93,887 at 4% or $62,591 at 6%.
Applied Value LLC Pension Plan-0$1,048,564$141,654-
Applied Value LLC 401(K) Savings Plan-40$963,050$158,784$3,970iApproximate average salary by contribution assumption: employee only about $99,240 at 4% or $66,160 at 6%; with 50% employer match about $66,160 at 4% or $44,107 at 6%; with 100% employer match about $49,620 at 4% or $33,080 at 6%.
2005240$1,894,073$263,867$6,597iApproximate average salary by contribution assumption: employee only about $164,917 at 4% or $109,945 at 6%; with 50% employer match about $109,945 at 4% or $73,296 at 6%; with 100% employer match about $82,458 at 4% or $54,972 at 6%.
Applied Value LLC Pension Plan-12$1,018,344$147,900$12,325iApproximate average salary by contribution assumption: employee only about $308,125 at 4% or $205,417 at 6%; with 50% employer match about $205,417 at 4% or $136,944 at 6%; with 100% employer match about $154,063 at 4% or $102,708 at 6%.
Applied Value LLC 401(K) Savings Plan-40$875,729$115,967$2,899iApproximate average salary by contribution assumption: employee only about $72,479 at 4% or $48,320 at 6%; with 50% employer match about $48,320 at 4% or $32,213 at 6%; with 100% employer match about $36,240 at 4% or $24,160 at 6%.
2004230$1,732,194$450,234$15,008iApproximate average salary by contribution assumption: employee only about $375,195 at 4% or $250,130 at 6%; with 50% employer match about $250,130 at 4% or $166,753 at 6%; with 100% employer match about $187,598 at 4% or $125,065 at 6%.
Applied Value LLC Pension Plan-17$957,303$289,245$17,014iApproximate average salary by contribution assumption: employee only about $425,360 at 4% or $283,574 at 6%; with 50% employer match about $283,574 at 4% or $189,049 at 6%; with 100% employer match about $212,680 at 4% or $141,787 at 6%.
Applied Value LLC 401(K) Savings Plan-30$774,891$160,989$5,366iApproximate average salary by contribution assumption: employee only about $134,158 at 4% or $89,438 at 6%; with 50% employer match about $89,438 at 4% or $59,626 at 6%; with 100% employer match about $67,079 at 4% or $44,719 at 6%.
2003229$1,389,318$450,923$15,549iApproximate average salary by contribution assumption: employee only about $388,727 at 4% or $259,151 at 6%; with 50% employer match about $259,151 at 4% or $172,767 at 6%; with 100% employer match about $194,363 at 4% or $129,576 at 6%.
Applied Value LLC Pension Plan-19$719,206$267,050$14,055iApproximate average salary by contribution assumption: employee only about $351,382 at 4% or $234,254 at 6%; with 50% employer match about $234,254 at 4% or $156,170 at 6%; with 100% employer match about $175,691 at 4% or $117,127 at 6%.
Applied Value LLC 401(K) Savings Plan-29$670,112$183,873$6,340iApproximate average salary by contribution assumption: employee only about $158,511 at 4% or $105,674 at 6%; with 50% employer match about $105,674 at 4% or $70,449 at 6%; with 100% employer match about $79,256 at 4% or $52,837 at 6%.