Civic Intelligence

Valuewise Corporation

Plan context: Valuewise 401(K) Plan

EIN 20-3298822 • Clifton Park, NY • 13 filings • 5 plans

PO Box 1288Clifton Park, NY 12065
Current Snapshot

Latest Year

2018

2018 Participants

301

2018 Assets

$4,787,266

2018 Contributions

$967,783

Historical Graphs

Total Assets Over Time

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

$4,787,266$2,393,633$0200920142018YearValue
$4,787,266Latest year 2018

Participants Over Time

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

3011510200920142018YearValue
301Latest year 2018

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
20182301$4,787,266$967,783$3,215iApproximate average salary by contribution assumption: employee only about $80,381 at 4% or $53,587 at 6%; with 50% employer match about $53,587 at 4% or $35,725 at 6%; with 100% employer match about $40,190 at 4% or $26,794 at 6%.
Valuewise 401(K) Plan-301$4,787,266$967,783$3,215iApproximate average salary by contribution assumption: employee only about $80,381 at 4% or $53,587 at 6%; with 50% employer match about $53,587 at 4% or $35,725 at 6%; with 100% employer match about $40,190 at 4% or $26,794 at 6%.
Valuewise Corporation Benefit Plan 2018-----
20172164$4,354,576$777,081$4,738iApproximate average salary by contribution assumption: employee only about $118,457 at 4% or $78,972 at 6%; with 50% employer match about $78,972 at 4% or $52,648 at 6%; with 100% employer match about $59,229 at 4% or $39,486 at 6%.
Valuewise 401(K) Plan-164$4,354,576$777,081$4,738iApproximate average salary by contribution assumption: employee only about $118,457 at 4% or $78,972 at 6%; with 50% employer match about $78,972 at 4% or $52,648 at 6%; with 100% employer match about $59,229 at 4% or $39,486 at 6%.
Valuewise Corporation Benefit Plan 2018-134---
20161112$3,107,143$594,873$5,311iApproximate average salary by contribution assumption: employee only about $132,784 at 4% or $88,523 at 6%; with 50% employer match about $88,523 at 4% or $59,015 at 6%; with 100% employer match about $66,392 at 4% or $44,261 at 6%.
Valuewise 401(K) Plan-112$3,107,143$594,873$5,311iApproximate average salary by contribution assumption: employee only about $132,784 at 4% or $88,523 at 6%; with 50% employer match about $88,523 at 4% or $59,015 at 6%; with 100% employer match about $66,392 at 4% or $44,261 at 6%.
20151104$2,683,149$597,067$5,741iApproximate average salary by contribution assumption: employee only about $143,526 at 4% or $95,684 at 6%; with 50% employer match about $95,684 at 4% or $63,789 at 6%; with 100% employer match about $71,763 at 4% or $47,842 at 6%.
Valuewise 401(K) Plan-104$2,683,149$597,067$5,741iApproximate average salary by contribution assumption: employee only about $143,526 at 4% or $95,684 at 6%; with 50% employer match about $95,684 at 4% or $63,789 at 6%; with 100% employer match about $71,763 at 4% or $47,842 at 6%.
2014186$2,355,472$587,327$6,829iApproximate average salary by contribution assumption: employee only about $170,735 at 4% or $113,823 at 6%; with 50% employer match about $113,823 at 4% or $75,882 at 6%; with 100% employer match about $85,367 at 4% or $56,912 at 6%.
Valuewise 401(K) Plan-86$2,355,472$587,327$6,829iApproximate average salary by contribution assumption: employee only about $170,735 at 4% or $113,823 at 6%; with 50% employer match about $113,823 at 4% or $75,882 at 6%; with 100% employer match about $85,367 at 4% or $56,912 at 6%.
2013153$1,686,105$376,781$7,109iApproximate average salary by contribution assumption: employee only about $177,727 at 4% or $118,485 at 6%; with 50% employer match about $118,485 at 4% or $78,990 at 6%; with 100% employer match about $88,863 at 4% or $59,242 at 6%.
Valuewise 401(K) Plan-53$1,686,105$376,781$7,109iApproximate average salary by contribution assumption: employee only about $177,727 at 4% or $118,485 at 6%; with 50% employer match about $118,485 at 4% or $78,990 at 6%; with 100% employer match about $88,863 at 4% or $59,242 at 6%.
2012141$1,191,146$390,776$9,531iApproximate average salary by contribution assumption: employee only about $238,278 at 4% or $158,852 at 6%; with 50% employer match about $158,852 at 4% or $105,901 at 6%; with 100% employer match about $119,139 at 4% or $79,426 at 6%.
Valuewise 401(K) Plan-41$1,191,146$390,776$9,531iApproximate average salary by contribution assumption: employee only about $238,278 at 4% or $158,852 at 6%; with 50% employer match about $158,852 at 4% or $105,901 at 6%; with 100% employer match about $119,139 at 4% or $79,426 at 6%.
2011144$806,704$373,537$8,489iApproximate average salary by contribution assumption: employee only about $212,237 at 4% or $141,491 at 6%; with 50% employer match about $141,491 at 4% or $94,328 at 6%; with 100% employer match about $106,118 at 4% or $70,746 at 6%.
Valuewise 401(K) Plan-44$806,704$373,537$8,489iApproximate average salary by contribution assumption: employee only about $212,237 at 4% or $141,491 at 6%; with 50% employer match about $141,491 at 4% or $94,328 at 6%; with 100% employer match about $106,118 at 4% or $70,746 at 6%.
2010130$528,401$270,517$9,017iApproximate average salary by contribution assumption: employee only about $225,431 at 4% or $150,287 at 6%; with 50% employer match about $150,287 at 4% or $100,191 at 6%; with 100% employer match about $112,715 at 4% or $75,144 at 6%.
Valuewise 401(K) Plan-30$528,401$270,517$9,017iApproximate average salary by contribution assumption: employee only about $225,431 at 4% or $150,287 at 6%; with 50% employer match about $150,287 at 4% or $100,191 at 6%; with 100% employer match about $112,715 at 4% or $75,144 at 6%.
2009120$234,207$190,323$9,516iApproximate average salary by contribution assumption: employee only about $237,904 at 4% or $158,603 at 6%; with 50% employer match about $158,603 at 4% or $105,735 at 6%; with 100% employer match about $118,952 at 4% or $79,301 at 6%.
Valuewise 401(K) Plan-20$234,207$190,323$9,516iApproximate average salary by contribution assumption: employee only about $237,904 at 4% or $158,603 at 6%; with 50% employer match about $158,603 at 4% or $105,735 at 6%; with 100% employer match about $118,952 at 4% or $79,301 at 6%.
200810$0$0-
Valuewise 401(K) Plan-0---