Civic Intelligence

Valley Oak Financial PLC

Plan context: Valley Oak Financial PLC 401(K) P/S Plan

EIN 20-5030243 • Kalamazoo, MI • 18 filings • 5 plans

6011 Stadium DriveKalamazoo, MI 49009
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$615,010

2024 Contributions

$103,239

Historical Graphs

Total Assets Over Time

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

$615,010$307,505$0200720162024YearValue
$615,010Latest year 2024

Participants Over Time

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

1790200720162024YearValue
17Latest 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
2024117$615,010$103,239$6,073iApproximate average salary by contribution assumption: employee only about $151,822 at 4% or $101,215 at 6%; with 50% employer match about $101,215 at 4% or $67,476 at 6%; with 100% employer match about $75,911 at 4% or $50,607 at 6%.
Valley Oak Financial PLC 401(K) P/S Plan-17$615,010$103,239$6,073iApproximate average salary by contribution assumption: employee only about $151,822 at 4% or $101,215 at 6%; with 50% employer match about $101,215 at 4% or $67,476 at 6%; with 100% employer match about $75,911 at 4% or $50,607 at 6%.
2023115$459,390$100,064$6,671iApproximate average salary by contribution assumption: employee only about $166,773 at 4% or $111,182 at 6%; with 50% employer match about $111,182 at 4% or $74,121 at 6%; with 100% employer match about $83,387 at 4% or $55,591 at 6%.
Valley Oak Financial PLC 401(K) P/S Plan-15$459,390$100,064$6,671iApproximate average salary by contribution assumption: employee only about $166,773 at 4% or $111,182 at 6%; with 50% employer match about $111,182 at 4% or $74,121 at 6%; with 100% employer match about $83,387 at 4% or $55,591 at 6%.
2022112$290,953$104,798$8,733iApproximate average salary by contribution assumption: employee only about $218,329 at 4% or $145,553 at 6%; with 50% employer match about $145,553 at 4% or $97,035 at 6%; with 100% employer match about $109,165 at 4% or $72,776 at 6%.
Valley Oak Financial PLC 401(K) P/S Plan-12$290,953$104,798$8,733iApproximate average salary by contribution assumption: employee only about $218,329 at 4% or $145,553 at 6%; with 50% employer match about $145,553 at 4% or $97,035 at 6%; with 100% employer match about $109,165 at 4% or $72,776 at 6%.
2021115$260,577$67,792$4,519iApproximate average salary by contribution assumption: employee only about $112,987 at 4% or $75,324 at 6%; with 50% employer match about $75,324 at 4% or $50,216 at 6%; with 100% employer match about $56,493 at 4% or $37,662 at 6%.
Valley Oak Financial PLC 401(K) P/S Plan-15$260,577$67,792$4,519iApproximate average salary by contribution assumption: employee only about $112,987 at 4% or $75,324 at 6%; with 50% employer match about $75,324 at 4% or $50,216 at 6%; with 100% employer match about $56,493 at 4% or $37,662 at 6%.
2020110$211,991$27,804$2,780iApproximate average salary by contribution assumption: employee only about $69,510 at 4% or $46,340 at 6%; with 50% employer match about $46,340 at 4% or $30,893 at 6%; with 100% employer match about $34,755 at 4% or $23,170 at 6%.
Valley Oak Financial PLC 401(K) P/S Plan-10$211,991$27,804$2,780iApproximate average salary by contribution assumption: employee only about $69,510 at 4% or $46,340 at 6%; with 50% employer match about $46,340 at 4% or $30,893 at 6%; with 100% employer match about $34,755 at 4% or $23,170 at 6%.
201919$146,515$25,032$2,781iApproximate average salary by contribution assumption: employee only about $69,533 at 4% or $46,356 at 6%; with 50% employer match about $46,356 at 4% or $30,904 at 6%; with 100% employer match about $34,767 at 4% or $23,178 at 6%.
Valley Oak Financial PLC 401(K) P/S Plan-9$146,515$25,032$2,781iApproximate average salary by contribution assumption: employee only about $69,533 at 4% or $46,356 at 6%; with 50% employer match about $46,356 at 4% or $30,904 at 6%; with 100% employer match about $34,767 at 4% or $23,178 at 6%.
2018110$110,396$31,993$3,199iApproximate average salary by contribution assumption: employee only about $79,983 at 4% or $53,322 at 6%; with 50% employer match about $53,322 at 4% or $35,548 at 6%; with 100% employer match about $39,991 at 4% or $26,661 at 6%.
Valley Oak Financial PLC 401(K) P/S Plan-10$110,396$31,993$3,199iApproximate average salary by contribution assumption: employee only about $79,983 at 4% or $53,322 at 6%; with 50% employer match about $53,322 at 4% or $35,548 at 6%; with 100% employer match about $39,991 at 4% or $26,661 at 6%.
201719$103,828$35,793$3,977iApproximate average salary by contribution assumption: employee only about $99,425 at 4% or $66,283 at 6%; with 50% employer match about $66,283 at 4% or $44,189 at 6%; with 100% employer match about $49,713 at 4% or $33,142 at 6%.
Valley Oak Financial PLC 401(K) P/S Plan-9$103,828$35,793$3,977iApproximate average salary by contribution assumption: employee only about $99,425 at 4% or $66,283 at 6%; with 50% employer match about $66,283 at 4% or $44,189 at 6%; with 100% employer match about $49,713 at 4% or $33,142 at 6%.
201619$65,579$11,358$1,262iApproximate average salary by contribution assumption: employee only about $31,550 at 4% or $21,033 at 6%; with 50% employer match about $21,033 at 4% or $14,022 at 6%; with 100% employer match about $15,775 at 4% or $10,517 at 6%.
Valley Oak Financial PLC 401(K) P/S Plan-9$65,579$11,358$1,262iApproximate average salary by contribution assumption: employee only about $31,550 at 4% or $21,033 at 6%; with 50% employer match about $21,033 at 4% or $14,022 at 6%; with 100% employer match about $15,775 at 4% or $10,517 at 6%.
201518$50,220$15,533$1,942iApproximate average salary by contribution assumption: employee only about $48,541 at 4% or $32,360 at 6%; with 50% employer match about $32,360 at 4% or $21,574 at 6%; with 100% employer match about $24,270 at 4% or $16,180 at 6%.
Valley Oak Financial PLC 401(K) P/S Plan-8$50,220$15,533$1,942iApproximate average salary by contribution assumption: employee only about $48,541 at 4% or $32,360 at 6%; with 50% employer match about $32,360 at 4% or $21,574 at 6%; with 100% employer match about $24,270 at 4% or $16,180 at 6%.
201417$71,202$17,406$2,487iApproximate average salary by contribution assumption: employee only about $62,164 at 4% or $41,443 at 6%; with 50% employer match about $41,443 at 4% or $27,629 at 6%; with 100% employer match about $31,082 at 4% or $20,721 at 6%.
Valley Oak Financial PLC 401(K) P/S Plan-7$71,202$17,406$2,487iApproximate average salary by contribution assumption: employee only about $62,164 at 4% or $41,443 at 6%; with 50% employer match about $41,443 at 4% or $27,629 at 6%; with 100% employer match about $31,082 at 4% or $20,721 at 6%.
201317$50,254$18,564$2,652iApproximate average salary by contribution assumption: employee only about $66,300 at 4% or $44,200 at 6%; with 50% employer match about $44,200 at 4% or $29,467 at 6%; with 100% employer match about $33,150 at 4% or $22,100 at 6%.
Valley Oak Financial PLC 401(K) P/S Plan-7$50,254$18,564$2,652iApproximate average salary by contribution assumption: employee only about $66,300 at 4% or $44,200 at 6%; with 50% employer match about $44,200 at 4% or $29,467 at 6%; with 100% employer match about $33,150 at 4% or $22,100 at 6%.
2012110$51,846$25,468$2,547iApproximate average salary by contribution assumption: employee only about $63,670 at 4% or $42,447 at 6%; with 50% employer match about $42,447 at 4% or $28,298 at 6%; with 100% employer match about $31,835 at 4% or $21,223 at 6%.
Valley Oak Financial PLC 401(K) P/S Plan-10$51,846$25,468$2,547iApproximate average salary by contribution assumption: employee only about $63,670 at 4% or $42,447 at 6%; with 50% employer match about $42,447 at 4% or $28,298 at 6%; with 100% employer match about $31,835 at 4% or $21,223 at 6%.
2011113$57,928$24,786$1,907iApproximate average salary by contribution assumption: employee only about $47,665 at 4% or $31,777 at 6%; with 50% employer match about $31,777 at 4% or $21,185 at 6%; with 100% employer match about $23,833 at 4% or $15,888 at 6%.
Valley Oak Financial PLC 401(K) P/S Plan-13$57,928$24,786$1,907iApproximate average salary by contribution assumption: employee only about $47,665 at 4% or $31,777 at 6%; with 50% employer match about $31,777 at 4% or $21,185 at 6%; with 100% employer match about $23,833 at 4% or $15,888 at 6%.
201018$33,059$10,823$1,353iApproximate average salary by contribution assumption: employee only about $33,822 at 4% or $22,548 at 6%; with 50% employer match about $22,548 at 4% or $15,032 at 6%; with 100% employer match about $16,911 at 4% or $11,274 at 6%.
Valley Oak Financial PLC 401(K) P/S Plan-8$33,059$10,823$1,353iApproximate average salary by contribution assumption: employee only about $33,822 at 4% or $22,548 at 6%; with 50% employer match about $22,548 at 4% or $15,032 at 6%; with 100% employer match about $16,911 at 4% or $11,274 at 6%.
200917$25,052$11,640$1,663iApproximate average salary by contribution assumption: employee only about $41,571 at 4% or $27,714 at 6%; with 50% employer match about $27,714 at 4% or $18,476 at 6%; with 100% employer match about $20,786 at 4% or $13,857 at 6%.
Valley Oak Financial PLC 401(K) P/S Plan-7$25,052$11,640$1,663iApproximate average salary by contribution assumption: employee only about $41,571 at 4% or $27,714 at 6%; with 50% employer match about $27,714 at 4% or $18,476 at 6%; with 100% employer match about $20,786 at 4% or $13,857 at 6%.
200815$10,714$8,289$1,658iApproximate average salary by contribution assumption: employee only about $41,445 at 4% or $27,630 at 6%; with 50% employer match about $27,630 at 4% or $18,420 at 6%; with 100% employer match about $20,723 at 4% or $13,815 at 6%.
Valley Oak Financial PLC 401(K) P/S Plan-5$10,714$8,289$1,658iApproximate average salary by contribution assumption: employee only about $41,445 at 4% or $27,630 at 6%; with 50% employer match about $27,630 at 4% or $18,420 at 6%; with 100% employer match about $20,723 at 4% or $13,815 at 6%.
200716$6,480$6,312$1,052iApproximate average salary by contribution assumption: employee only about $26,300 at 4% or $17,533 at 6%; with 50% employer match about $17,533 at 4% or $11,689 at 6%; with 100% employer match about $13,150 at 4% or $8,767 at 6%.
Valley Oak Financial PLC 401(K) P/S Plan-6$6,480$6,312$1,052iApproximate average salary by contribution assumption: employee only about $26,300 at 4% or $17,533 at 6%; with 50% employer match about $17,533 at 4% or $11,689 at 6%; with 100% employer match about $13,150 at 4% or $8,767 at 6%.