Civic Intelligence

Acosta Valuation Solutions

Plan context: Acosta Valuation Services 401(K) P/S Plan

EIN 20-1209006 • Fairport, NY • 20 filings • 2 plans

100 Lonesome RdFairport, NY 14450
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$447,251

2024 Contributions

$60,250

Historical Graphs

Total Assets Over Time

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

$447,251$223,626$0200520152024YearValue
$447,251Latest year 2024

Participants Over Time

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

1050200520152024YearValue
6Latest 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
202416$447,251$60,250$10,042iApproximate average salary by contribution assumption: employee only about $251,042 at 4% or $167,361 at 6%; with 50% employer match about $167,361 at 4% or $111,574 at 6%; with 100% employer match about $125,521 at 4% or $83,681 at 6%.
Acosta Valuation Services 401(K) P/S Plan-6$447,251$60,250$10,042iApproximate average salary by contribution assumption: employee only about $251,042 at 4% or $167,361 at 6%; with 50% employer match about $167,361 at 4% or $111,574 at 6%; with 100% employer match about $125,521 at 4% or $83,681 at 6%.
202314$339,468$18,362$4,591iApproximate average salary by contribution assumption: employee only about $114,763 at 4% or $76,508 at 6%; with 50% employer match about $76,508 at 4% or $51,006 at 6%; with 100% employer match about $57,381 at 4% or $38,254 at 6%.
Acosta Valuation Services 401(K) P/S Plan-4$339,468$18,362$4,591iApproximate average salary by contribution assumption: employee only about $114,763 at 4% or $76,508 at 6%; with 50% employer match about $76,508 at 4% or $51,006 at 6%; with 100% employer match about $57,381 at 4% or $38,254 at 6%.
202214$281,706$16,705$4,176iApproximate average salary by contribution assumption: employee only about $104,406 at 4% or $69,604 at 6%; with 50% employer match about $69,604 at 4% or $46,403 at 6%; with 100% employer match about $52,203 at 4% or $34,802 at 6%.
Acosta Valuation Services 401(K) P/S Plan-4$281,706$16,705$4,176iApproximate average salary by contribution assumption: employee only about $104,406 at 4% or $69,604 at 6%; with 50% employer match about $69,604 at 4% or $46,403 at 6%; with 100% employer match about $52,203 at 4% or $34,802 at 6%.
202115$417,492$18,941$3,788iApproximate average salary by contribution assumption: employee only about $94,705 at 4% or $63,137 at 6%; with 50% employer match about $63,137 at 4% or $42,091 at 6%; with 100% employer match about $47,353 at 4% or $31,568 at 6%.
Acosta Valuation Services 401(K) P/S Plan-5$417,492$18,941$3,788iApproximate average salary by contribution assumption: employee only about $94,705 at 4% or $63,137 at 6%; with 50% employer match about $63,137 at 4% or $42,091 at 6%; with 100% employer match about $47,353 at 4% or $31,568 at 6%.
202015$360,595$16,505$3,301iApproximate average salary by contribution assumption: employee only about $82,525 at 4% or $55,017 at 6%; with 50% employer match about $55,017 at 4% or $36,678 at 6%; with 100% employer match about $41,263 at 4% or $27,508 at 6%.
Acosta Valuation Services 401(K) P/S Plan-5$360,595$16,505$3,301iApproximate average salary by contribution assumption: employee only about $82,525 at 4% or $55,017 at 6%; with 50% employer match about $55,017 at 4% or $36,678 at 6%; with 100% employer match about $41,263 at 4% or $27,508 at 6%.
201915$306,228$17,980$3,596iApproximate average salary by contribution assumption: employee only about $89,900 at 4% or $59,933 at 6%; with 50% employer match about $59,933 at 4% or $39,956 at 6%; with 100% employer match about $44,950 at 4% or $29,967 at 6%.
Acosta Valuation Services 401(K) P/S Plan-5$306,228$17,980$3,596iApproximate average salary by contribution assumption: employee only about $89,900 at 4% or $59,933 at 6%; with 50% employer match about $59,933 at 4% or $39,956 at 6%; with 100% employer match about $44,950 at 4% or $29,967 at 6%.
201816$265,234$17,823$2,971iApproximate average salary by contribution assumption: employee only about $74,263 at 4% or $49,508 at 6%; with 50% employer match about $49,508 at 4% or $33,006 at 6%; with 100% employer match about $37,131 at 4% or $24,754 at 6%.
Acosta Valuation Services 401(K) P/S Plan-6$265,234$17,823$2,971iApproximate average salary by contribution assumption: employee only about $74,263 at 4% or $49,508 at 6%; with 50% employer match about $49,508 at 4% or $33,006 at 6%; with 100% employer match about $37,131 at 4% or $24,754 at 6%.
201716$265,769$17,288$2,881iApproximate average salary by contribution assumption: employee only about $72,033 at 4% or $48,022 at 6%; with 50% employer match about $48,022 at 4% or $32,015 at 6%; with 100% employer match about $36,017 at 4% or $24,011 at 6%.
Acosta Valuation Services 401(K) P/S Plan-6$265,769$17,288$2,881iApproximate average salary by contribution assumption: employee only about $72,033 at 4% or $48,022 at 6%; with 50% employer match about $48,022 at 4% or $32,015 at 6%; with 100% employer match about $36,017 at 4% or $24,011 at 6%.
201616$217,265$18,462$3,077iApproximate average salary by contribution assumption: employee only about $76,925 at 4% or $51,283 at 6%; with 50% employer match about $51,283 at 4% or $34,189 at 6%; with 100% employer match about $38,463 at 4% or $25,642 at 6%.
Acosta Valuation Services 401(K) P/S Plan-6$217,265$18,462$3,077iApproximate average salary by contribution assumption: employee only about $76,925 at 4% or $51,283 at 6%; with 50% employer match about $51,283 at 4% or $34,189 at 6%; with 100% employer match about $38,463 at 4% or $25,642 at 6%.
201517$189,365$19,767$2,824iApproximate average salary by contribution assumption: employee only about $70,596 at 4% or $47,064 at 6%; with 50% employer match about $47,064 at 4% or $31,376 at 6%; with 100% employer match about $35,298 at 4% or $23,532 at 6%.
Acosta Valuation Services 401(K) P/S Plan-7$189,365$19,767$2,824iApproximate average salary by contribution assumption: employee only about $70,596 at 4% or $47,064 at 6%; with 50% employer match about $47,064 at 4% or $31,376 at 6%; with 100% employer match about $35,298 at 4% or $23,532 at 6%.
201418$171,703$14,923$1,865iApproximate average salary by contribution assumption: employee only about $46,634 at 4% or $31,090 at 6%; with 50% employer match about $31,090 at 4% or $20,726 at 6%; with 100% employer match about $23,317 at 4% or $15,545 at 6%.
Acosta Valuation Services 401(K) P/S Plan-8$171,703$14,923$1,865iApproximate average salary by contribution assumption: employee only about $46,634 at 4% or $31,090 at 6%; with 50% employer match about $31,090 at 4% or $20,726 at 6%; with 100% employer match about $23,317 at 4% or $15,545 at 6%.
201315$150,459$16,958$3,392iApproximate average salary by contribution assumption: employee only about $84,790 at 4% or $56,527 at 6%; with 50% employer match about $56,527 at 4% or $37,684 at 6%; with 100% employer match about $42,395 at 4% or $28,263 at 6%.
Acosta Valuation Services 401(K) P/S Plan-5$150,459$16,958$3,392iApproximate average salary by contribution assumption: employee only about $84,790 at 4% or $56,527 at 6%; with 50% employer match about $56,527 at 4% or $37,684 at 6%; with 100% employer match about $42,395 at 4% or $28,263 at 6%.
201215$115,645$17,841$3,568iApproximate average salary by contribution assumption: employee only about $89,205 at 4% or $59,470 at 6%; with 50% employer match about $59,470 at 4% or $39,647 at 6%; with 100% employer match about $44,603 at 4% or $29,735 at 6%.
Acosta Valuation Services 401(K) P/S Plan-5$115,645$17,841$3,568iApproximate average salary by contribution assumption: employee only about $89,205 at 4% or $59,470 at 6%; with 50% employer match about $59,470 at 4% or $39,647 at 6%; with 100% employer match about $44,603 at 4% or $29,735 at 6%.
201114$86,607$11,602$2,901iApproximate average salary by contribution assumption: employee only about $72,513 at 4% or $48,342 at 6%; with 50% employer match about $48,342 at 4% or $32,228 at 6%; with 100% employer match about $36,256 at 4% or $24,171 at 6%.
Acosta Valuation Services 401(K) P/S Plan-4$86,607$11,602$2,901iApproximate average salary by contribution assumption: employee only about $72,513 at 4% or $48,342 at 6%; with 50% employer match about $48,342 at 4% or $32,228 at 6%; with 100% employer match about $36,256 at 4% or $24,171 at 6%.
201014$76,821$18,009$4,502iApproximate average salary by contribution assumption: employee only about $112,556 at 4% or $75,038 at 6%; with 50% employer match about $75,038 at 4% or $50,025 at 6%; with 100% employer match about $56,278 at 4% or $37,519 at 6%.
Acosta Valuation Services 401(K) P/S Plan-4$76,821$18,009$4,502iApproximate average salary by contribution assumption: employee only about $112,556 at 4% or $75,038 at 6%; with 50% employer match about $75,038 at 4% or $50,025 at 6%; with 100% employer match about $56,278 at 4% or $37,519 at 6%.
200915$90,983$23,063$4,613iApproximate average salary by contribution assumption: employee only about $115,315 at 4% or $76,877 at 6%; with 50% employer match about $76,877 at 4% or $51,251 at 6%; with 100% employer match about $57,658 at 4% or $38,438 at 6%.
Acosta Valuation Services 401(K) P/S Plan-5$90,983$23,063$4,613iApproximate average salary by contribution assumption: employee only about $115,315 at 4% or $76,877 at 6%; with 50% employer match about $76,877 at 4% or $51,251 at 6%; with 100% employer match about $57,658 at 4% or $38,438 at 6%.
200817$59,300$20,180$2,883iApproximate average salary by contribution assumption: employee only about $72,071 at 4% or $48,048 at 6%; with 50% employer match about $48,048 at 4% or $32,032 at 6%; with 100% employer match about $36,036 at 4% or $24,024 at 6%.
Acosta Valuation Services 401(K) P/S Plan-7$59,300$20,180$2,883iApproximate average salary by contribution assumption: employee only about $72,071 at 4% or $48,048 at 6%; with 50% employer match about $48,048 at 4% or $32,032 at 6%; with 100% employer match about $36,036 at 4% or $24,024 at 6%.
200718$59,594$18,661$2,333iApproximate average salary by contribution assumption: employee only about $58,316 at 4% or $38,877 at 6%; with 50% employer match about $38,877 at 4% or $25,918 at 6%; with 100% employer match about $29,158 at 4% or $19,439 at 6%.
Acosta Valuation Services 401(K) P/S Plan-8$59,594$18,661$2,333iApproximate average salary by contribution assumption: employee only about $58,316 at 4% or $38,877 at 6%; with 50% employer match about $38,877 at 4% or $25,918 at 6%; with 100% employer match about $29,158 at 4% or $19,439 at 6%.
2006110$41,456$18,775$1,878iApproximate average salary by contribution assumption: employee only about $46,938 at 4% or $31,292 at 6%; with 50% employer match about $31,292 at 4% or $20,861 at 6%; with 100% employer match about $23,469 at 4% or $15,646 at 6%.
Acosta Valuation Services 401(K) P/S Plan-10$41,456$18,775$1,878iApproximate average salary by contribution assumption: employee only about $46,938 at 4% or $31,292 at 6%; with 50% employer match about $31,292 at 4% or $20,861 at 6%; with 100% employer match about $23,469 at 4% or $15,646 at 6%.
200517$18,839$17,911$2,559iApproximate average salary by contribution assumption: employee only about $63,968 at 4% or $42,645 at 6%; with 50% employer match about $42,645 at 4% or $28,430 at 6%; with 100% employer match about $31,984 at 4% or $21,323 at 6%.
Acosta Valuation Services 401(K) P/S Plan-7$18,839$17,911$2,559iApproximate average salary by contribution assumption: employee only about $63,968 at 4% or $42,645 at 6%; with 50% employer match about $42,645 at 4% or $28,430 at 6%; with 100% employer match about $31,984 at 4% or $21,323 at 6%.