Validea Capital Management LLC
Plan context: Validea Capital Management 401(K) Plan
EIN 20-0771972 • West Hartford, CT • 12 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
3
2017 Assets
$1,235,290
2017 Contributions
$14,446
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 3 | $1,235,290 | $14,446 | $4,815iApproximate average salary by contribution assumption: employee only about $120,383 at 4% or $80,256 at 6%; with 50% employer match about $80,256 at 4% or $53,504 at 6%; with 100% employer match about $60,192 at 4% or $40,128 at 6%. |
| Validea Capital Management 401(K) Plan | - | 3 | $1,235,290 | $14,446 | $4,815iApproximate average salary by contribution assumption: employee only about $120,383 at 4% or $80,256 at 6%; with 50% employer match about $80,256 at 4% or $53,504 at 6%; with 100% employer match about $60,192 at 4% or $40,128 at 6%. |
| 2016 | 1 | 3 | $1,019,908 | $87,026 | $29,009iApproximate average salary by contribution assumption: employee only about $725,217 at 4% or $483,478 at 6%; with 50% employer match about $483,478 at 4% or $322,319 at 6%; with 100% employer match about $362,608 at 4% or $241,739 at 6%. |
| Validea Capital Management 401(K) Plan | - | 3 | $1,019,908 | $87,026 | $29,009iApproximate average salary by contribution assumption: employee only about $725,217 at 4% or $483,478 at 6%; with 50% employer match about $483,478 at 4% or $322,319 at 6%; with 100% employer match about $362,608 at 4% or $241,739 at 6%. |
| 2015 | 1 | 4 | $820,760 | $93,430 | $23,358iApproximate average salary by contribution assumption: employee only about $583,938 at 4% or $389,292 at 6%; with 50% employer match about $389,292 at 4% or $259,528 at 6%; with 100% employer match about $291,969 at 4% or $194,646 at 6%. |
| Validea Capital Management 401(K) Plan | - | 4 | $820,760 | $93,430 | $23,358iApproximate average salary by contribution assumption: employee only about $583,938 at 4% or $389,292 at 6%; with 50% employer match about $389,292 at 4% or $259,528 at 6%; with 100% employer match about $291,969 at 4% or $194,646 at 6%. |
| 2014 | 1 | 4 | $477,917 | $66,243 | $16,561iApproximate average salary by contribution assumption: employee only about $414,019 at 4% or $276,013 at 6%; with 50% employer match about $276,013 at 4% or $184,008 at 6%; with 100% employer match about $207,009 at 4% or $138,006 at 6%. |
| Validea Capital Management 401(K) Plan | - | 4 | $477,917 | $66,243 | $16,561iApproximate average salary by contribution assumption: employee only about $414,019 at 4% or $276,013 at 6%; with 50% employer match about $276,013 at 4% or $184,008 at 6%; with 100% employer match about $207,009 at 4% or $138,006 at 6%. |
| 2013 | 1 | 4 | $387,335 | $68,184 | $17,046iApproximate average salary by contribution assumption: employee only about $426,150 at 4% or $284,100 at 6%; with 50% employer match about $284,100 at 4% or $189,400 at 6%; with 100% employer match about $213,075 at 4% or $142,050 at 6%. |
| Validea Capital Management 401(K) Plan | - | 4 | $387,335 | $68,184 | $17,046iApproximate average salary by contribution assumption: employee only about $426,150 at 4% or $284,100 at 6%; with 50% employer match about $284,100 at 4% or $189,400 at 6%; with 100% employer match about $213,075 at 4% or $142,050 at 6%. |
| 2012 | 1 | 4 | $277,095 | $68,048 | $17,012iApproximate average salary by contribution assumption: employee only about $425,300 at 4% or $283,533 at 6%; with 50% employer match about $283,533 at 4% or $189,022 at 6%; with 100% employer match about $212,650 at 4% or $141,767 at 6%. |
| Validea Capital Management 401(K) Plan | - | 4 | $277,095 | $68,048 | $17,012iApproximate average salary by contribution assumption: employee only about $425,300 at 4% or $283,533 at 6%; with 50% employer match about $283,533 at 4% or $189,022 at 6%; with 100% employer match about $212,650 at 4% or $141,767 at 6%. |
| 2011 | 1 | 4 | $224,659 | $63,360 | $15,840iApproximate average salary by contribution assumption: employee only about $396,000 at 4% or $264,000 at 6%; with 50% employer match about $264,000 at 4% or $176,000 at 6%; with 100% employer match about $198,000 at 4% or $132,000 at 6%. |
| Validea Capital Management 401(K) Plan | - | 4 | $224,659 | $63,360 | $15,840iApproximate average salary by contribution assumption: employee only about $396,000 at 4% or $264,000 at 6%; with 50% employer match about $264,000 at 4% or $176,000 at 6%; with 100% employer match about $198,000 at 4% or $132,000 at 6%. |
| 2010 | 1 | 5 | $245,133 | $70,672 | $14,134iApproximate average salary by contribution assumption: employee only about $353,360 at 4% or $235,573 at 6%; with 50% employer match about $235,573 at 4% or $157,049 at 6%; with 100% employer match about $176,680 at 4% or $117,787 at 6%. |
| Validea Capital Management 401(K) Plan | - | 5 | $245,133 | $70,672 | $14,134iApproximate average salary by contribution assumption: employee only about $353,360 at 4% or $235,573 at 6%; with 50% employer match about $235,573 at 4% or $157,049 at 6%; with 100% employer match about $176,680 at 4% or $117,787 at 6%. |
| 2009 | 1 | 5 | $158,908 | $57,125 | $11,425iApproximate average salary by contribution assumption: employee only about $285,625 at 4% or $190,417 at 6%; with 50% employer match about $190,417 at 4% or $126,944 at 6%; with 100% employer match about $142,813 at 4% or $95,208 at 6%. |
| Validea Capital Management 401(K) Plan | - | 5 | $158,908 | $57,125 | $11,425iApproximate average salary by contribution assumption: employee only about $285,625 at 4% or $190,417 at 6%; with 50% employer match about $190,417 at 4% or $126,944 at 6%; with 100% employer match about $142,813 at 4% or $95,208 at 6%. |
| 2008 | 1 | 3 | $87,834 | $28,160 | $9,387iApproximate average salary by contribution assumption: employee only about $234,667 at 4% or $156,444 at 6%; with 50% employer match about $156,444 at 4% or $104,296 at 6%; with 100% employer match about $117,333 at 4% or $78,222 at 6%. |
| Validea Capital Management 401(K) Plan | - | 3 | $87,834 | $28,160 | $9,387iApproximate average salary by contribution assumption: employee only about $234,667 at 4% or $156,444 at 6%; with 50% employer match about $156,444 at 4% or $104,296 at 6%; with 100% employer match about $117,333 at 4% or $78,222 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Validea Capital Management 401(K) Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $23,540 | $23,540 | $7,847iApproximate average salary by contribution assumption: employee only about $196,167 at 4% or $130,778 at 6%; with 50% employer match about $130,778 at 4% or $87,185 at 6%; with 100% employer match about $98,083 at 4% or $65,389 at 6%. |
| Validea Capital Management 401(K) Plan | - | 3 | $23,540 | $23,540 | $7,847iApproximate average salary by contribution assumption: employee only about $196,167 at 4% or $130,778 at 6%; with 50% employer match about $130,778 at 4% or $87,185 at 6%; with 100% employer match about $98,083 at 4% or $65,389 at 6%. |