VALUED WEALTH MANAGEMENT, INC.
Plan context: VALUED WEALTH MANAGEMENT, INC. 401(K) PLAN
EIN 20-1720641 • Boca Raton, FL • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$229,217
2025 Contributions
$72,812
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $229,217 | $72,812 | $36,406iApproximate average salary by contribution assumption: employee only about $910,150 at 4% or $606,767 at 6%; with 50% employer match about $606,767 at 4% or $404,511 at 6%; with 100% employer match about $455,075 at 4% or $303,383 at 6%. |
| VALUED WEALTH MANAGEMENT, INC. 401(K) PLAN | - | 2 | $229,217 | $72,812 | $36,406iApproximate average salary by contribution assumption: employee only about $910,150 at 4% or $606,767 at 6%; with 50% employer match about $606,767 at 4% or $404,511 at 6%; with 100% employer match about $455,075 at 4% or $303,383 at 6%. |
| 2024 | 1 | 2 | $142,124 | $42,280 | $21,140iApproximate average salary by contribution assumption: employee only about $528,500 at 4% or $352,333 at 6%; with 50% employer match about $352,333 at 4% or $234,889 at 6%; with 100% employer match about $264,250 at 4% or $176,167 at 6%. |
| VALUED WEALTH MANAGEMENT, INC. 401(K) PLAN | - | 2 | $142,124 | $42,280 | $21,140iApproximate average salary by contribution assumption: employee only about $528,500 at 4% or $352,333 at 6%; with 50% employer match about $352,333 at 4% or $234,889 at 6%; with 100% employer match about $264,250 at 4% or $176,167 at 6%. |
| 2023 | 1 | 2 | $379,637 | $39,465 | $19,733iApproximate average salary by contribution assumption: employee only about $493,313 at 4% or $328,875 at 6%; with 50% employer match about $328,875 at 4% or $219,250 at 6%; with 100% employer match about $246,656 at 4% or $164,438 at 6%. |
| VALUED WEALTH MANAGEMENT, INC. 401(K) PLAN | - | 2 | $379,637 | $39,465 | $19,733iApproximate average salary by contribution assumption: employee only about $493,313 at 4% or $328,875 at 6%; with 50% employer match about $328,875 at 4% or $219,250 at 6%; with 100% employer match about $246,656 at 4% or $164,438 at 6%. |
| 2022 | 1 | 3 | $304,832 | $52,733 | $17,578iApproximate average salary by contribution assumption: employee only about $439,442 at 4% or $292,961 at 6%; with 50% employer match about $292,961 at 4% or $195,307 at 6%; with 100% employer match about $219,721 at 4% or $146,481 at 6%. |
| VALUED WEALTH MANAGEMENT, INC. 401(K) PLAN | - | 3 | $304,832 | $52,733 | $17,578iApproximate average salary by contribution assumption: employee only about $439,442 at 4% or $292,961 at 6%; with 50% employer match about $292,961 at 4% or $195,307 at 6%; with 100% employer match about $219,721 at 4% or $146,481 at 6%. |
| 2021 | 1 | 3 | $309,784 | $52,296 | $17,432iApproximate average salary by contribution assumption: employee only about $435,800 at 4% or $290,533 at 6%; with 50% employer match about $290,533 at 4% or $193,689 at 6%; with 100% employer match about $217,900 at 4% or $145,267 at 6%. |
| VALUED WEALTH MANAGEMENT, INC. 401(K) PLAN | - | 3 | $309,784 | $52,296 | $17,432iApproximate average salary by contribution assumption: employee only about $435,800 at 4% or $290,533 at 6%; with 50% employer match about $290,533 at 4% or $193,689 at 6%; with 100% employer match about $217,900 at 4% or $145,267 at 6%. |
| 2020 | 1 | 2 | $252,066 | $32,060 | $16,030iApproximate average salary by contribution assumption: employee only about $400,750 at 4% or $267,167 at 6%; with 50% employer match about $267,167 at 4% or $178,111 at 6%; with 100% employer match about $200,375 at 4% or $133,583 at 6%. |
| VALUED WEALTH MANAGEMENT, INC. 401(K) PLAN | - | 2 | $252,066 | $32,060 | $16,030iApproximate average salary by contribution assumption: employee only about $400,750 at 4% or $267,167 at 6%; with 50% employer match about $267,167 at 4% or $178,111 at 6%; with 100% employer match about $200,375 at 4% or $133,583 at 6%. |
| 2019 | 1 | 2 | $191,491 | $39,401 | $19,701iApproximate average salary by contribution assumption: employee only about $492,513 at 4% or $328,342 at 6%; with 50% employer match about $328,342 at 4% or $218,894 at 6%; with 100% employer match about $246,256 at 4% or $164,171 at 6%. |
| VALUED WEALTH MANAGEMENT, INC. 401(K) PLAN | - | 2 | $191,491 | $39,401 | $19,701iApproximate average salary by contribution assumption: employee only about $492,513 at 4% or $328,342 at 6%; with 50% employer match about $328,342 at 4% or $218,894 at 6%; with 100% employer match about $246,256 at 4% or $164,171 at 6%. |