Corporate Valuation Advisors Inc
Plan context: Corporate Valuation Advisors Inc 401(K) Plan
EIN 23-2519278 • Hartland, WI • 21 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
23
2024 Assets
$3,701,053
2024 Contributions
$267,687
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 23 | $3,701,053 | $267,687 | $11,639iApproximate average salary by contribution assumption: employee only about $290,964 at 4% or $193,976 at 6%; with 50% employer match about $193,976 at 4% or $129,317 at 6%; with 100% employer match about $145,482 at 4% or $96,988 at 6%. |
| Corporate Valuation Advisors Inc 401(K) Plan | - | 23 | $3,701,053 | $267,687 | $11,639iApproximate average salary by contribution assumption: employee only about $290,964 at 4% or $193,976 at 6%; with 50% employer match about $193,976 at 4% or $129,317 at 6%; with 100% employer match about $145,482 at 4% or $96,988 at 6%. |
| 2023 | 1 | 20 | $3,245,571 | $177,530 | $8,877iApproximate average salary by contribution assumption: employee only about $221,913 at 4% or $147,942 at 6%; with 50% employer match about $147,942 at 4% or $98,628 at 6%; with 100% employer match about $110,956 at 4% or $73,971 at 6%. |
| Corporate Valuation Advisors Inc 401(K) Plan | - | 20 | $3,245,571 | $177,530 | $8,877iApproximate average salary by contribution assumption: employee only about $221,913 at 4% or $147,942 at 6%; with 50% employer match about $147,942 at 4% or $98,628 at 6%; with 100% employer match about $110,956 at 4% or $73,971 at 6%. |
| 2022 | 1 | 18 | $3,029,199 | $152,443 | $8,469iApproximate average salary by contribution assumption: employee only about $211,726 at 4% or $141,151 at 6%; with 50% employer match about $141,151 at 4% or $94,101 at 6%; with 100% employer match about $105,863 at 4% or $70,575 at 6%. |
| Corporate Valuation Advisors Inc 401(K) Plan | - | 18 | $3,029,199 | $152,443 | $8,469iApproximate average salary by contribution assumption: employee only about $211,726 at 4% or $141,151 at 6%; with 50% employer match about $141,151 at 4% or $94,101 at 6%; with 100% employer match about $105,863 at 4% or $70,575 at 6%. |
| 2021 | 1 | 16 | $3,543,780 | $150,864 | $9,429iApproximate average salary by contribution assumption: employee only about $235,725 at 4% or $157,150 at 6%; with 50% employer match about $157,150 at 4% or $104,767 at 6%; with 100% employer match about $117,863 at 4% or $78,575 at 6%. |
| Corporate Valuation Advisors Inc 401(K) Plan | - | 16 | $3,543,780 | $150,864 | $9,429iApproximate average salary by contribution assumption: employee only about $235,725 at 4% or $157,150 at 6%; with 50% employer match about $157,150 at 4% or $104,767 at 6%; with 100% employer match about $117,863 at 4% or $78,575 at 6%. |
| 2020 | 1 | 16 | $3,158,980 | $175,800 | $10,988iApproximate average salary by contribution assumption: employee only about $274,688 at 4% or $183,125 at 6%; with 50% employer match about $183,125 at 4% or $122,083 at 6%; with 100% employer match about $137,344 at 4% or $91,563 at 6%. |
| Corporate Valuation Advisors Inc 401(K) Plan | - | 16 | $3,158,980 | $175,800 | $10,988iApproximate average salary by contribution assumption: employee only about $274,688 at 4% or $183,125 at 6%; with 50% employer match about $183,125 at 4% or $122,083 at 6%; with 100% employer match about $137,344 at 4% or $91,563 at 6%. |
| 2019 | 1 | 16 | $2,835,207 | $152,155 | $9,510iApproximate average salary by contribution assumption: employee only about $237,742 at 4% or $158,495 at 6%; with 50% employer match about $158,495 at 4% or $105,663 at 6%; with 100% employer match about $118,871 at 4% or $79,247 at 6%. |
| Corporate Valuation Advisors Inc 401(K) Plan | - | 16 | $2,835,207 | $152,155 | $9,510iApproximate average salary by contribution assumption: employee only about $237,742 at 4% or $158,495 at 6%; with 50% employer match about $158,495 at 4% or $105,663 at 6%; with 100% employer match about $118,871 at 4% or $79,247 at 6%. |
| 2018 | 1 | 17 | $2,468,525 | -$39,136 | - |
| Corporate Valuation Advisors Inc 401(K) Plan | - | 17 | $2,468,525 | -$39,136 | - |
| 2017 | 1 | 16 | $2,613,491 | $118,255 | $7,391iApproximate average salary by contribution assumption: employee only about $184,773 at 4% or $123,182 at 6%; with 50% employer match about $123,182 at 4% or $82,122 at 6%; with 100% employer match about $92,387 at 4% or $61,591 at 6%. |
| Corporate Valuation Advisors Inc 401(K) Plan | - | 16 | $2,613,491 | $118,255 | $7,391iApproximate average salary by contribution assumption: employee only about $184,773 at 4% or $123,182 at 6%; with 50% employer match about $123,182 at 4% or $82,122 at 6%; with 100% employer match about $92,387 at 4% or $61,591 at 6%. |
| 2016 | 1 | 18 | $2,350,685 | $261,917 | $14,551iApproximate average salary by contribution assumption: employee only about $363,774 at 4% or $242,516 at 6%; with 50% employer match about $242,516 at 4% or $161,677 at 6%; with 100% employer match about $181,887 at 4% or $121,258 at 6%. |
| Corporate Valuation Advisors Inc 401(K) Plan | - | 18 | $2,350,685 | $261,917 | $14,551iApproximate average salary by contribution assumption: employee only about $363,774 at 4% or $242,516 at 6%; with 50% employer match about $242,516 at 4% or $161,677 at 6%; with 100% employer match about $181,887 at 4% or $121,258 at 6%. |
| 2015 | 1 | 17 | $2,366,030 | $149,396 | $8,788iApproximate average salary by contribution assumption: employee only about $219,700 at 4% or $146,467 at 6%; with 50% employer match about $146,467 at 4% or $97,644 at 6%; with 100% employer match about $109,850 at 4% or $73,233 at 6%. |
| Corporate Valuation Advisors Inc 401(K) Plan | - | 17 | $2,366,030 | $149,396 | $8,788iApproximate average salary by contribution assumption: employee only about $219,700 at 4% or $146,467 at 6%; with 50% employer match about $146,467 at 4% or $97,644 at 6%; with 100% employer match about $109,850 at 4% or $73,233 at 6%. |
| 2014 | 1 | 18 | $2,384,996 | $187,166 | $10,398iApproximate average salary by contribution assumption: employee only about $259,953 at 4% or $173,302 at 6%; with 50% employer match about $173,302 at 4% or $115,535 at 6%; with 100% employer match about $129,976 at 4% or $86,651 at 6%. |
| Corporate Valuation Advisors Inc 401(K) Plan | - | 18 | $2,384,996 | $187,166 | $10,398iApproximate average salary by contribution assumption: employee only about $259,953 at 4% or $173,302 at 6%; with 50% employer match about $173,302 at 4% or $115,535 at 6%; with 100% employer match about $129,976 at 4% or $86,651 at 6%. |
| 2013 | 1 | 21 | $2,454,077 | $160,195 | $7,628iApproximate average salary by contribution assumption: employee only about $190,708 at 4% or $127,139 at 6%; with 50% employer match about $127,139 at 4% or $84,759 at 6%; with 100% employer match about $95,354 at 4% or $63,569 at 6%. |
| Corporate Valuation Advisors Inc 401(K) Plan | - | 21 | $2,454,077 | $160,195 | $7,628iApproximate average salary by contribution assumption: employee only about $190,708 at 4% or $127,139 at 6%; with 50% employer match about $127,139 at 4% or $84,759 at 6%; with 100% employer match about $95,354 at 4% or $63,569 at 6%. |
| 2012 | 1 | 20 | $1,899,917 | $157,247 | $7,862iApproximate average salary by contribution assumption: employee only about $196,559 at 4% or $131,039 at 6%; with 50% employer match about $131,039 at 4% or $87,359 at 6%; with 100% employer match about $98,279 at 4% or $65,520 at 6%. |
| Corporate Valuation Advisors Inc 401(K) Plan | - | 20 | $1,899,917 | $157,247 | $7,862iApproximate average salary by contribution assumption: employee only about $196,559 at 4% or $131,039 at 6%; with 50% employer match about $131,039 at 4% or $87,359 at 6%; with 100% employer match about $98,279 at 4% or $65,520 at 6%. |
| 2011 | 1 | 20 | $1,571,454 | $130,672 | $6,534iApproximate average salary by contribution assumption: employee only about $163,340 at 4% or $108,893 at 6%; with 50% employer match about $108,893 at 4% or $72,596 at 6%; with 100% employer match about $81,670 at 4% or $54,447 at 6%. |
| Corporate Valuation Advisors Inc 401(K) Plan | - | 20 | $1,571,454 | $130,672 | $6,534iApproximate average salary by contribution assumption: employee only about $163,340 at 4% or $108,893 at 6%; with 50% employer match about $108,893 at 4% or $72,596 at 6%; with 100% employer match about $81,670 at 4% or $54,447 at 6%. |
| 2010 | 1 | 20 | $1,504,981 | $156,896 | $7,845iApproximate average salary by contribution assumption: employee only about $196,120 at 4% or $130,747 at 6%; with 50% employer match about $130,747 at 4% or $87,164 at 6%; with 100% employer match about $98,060 at 4% or $65,373 at 6%. |
| Corporate Valuation Advisors Inc 401(K) Plan | - | 20 | $1,504,981 | $156,896 | $7,845iApproximate average salary by contribution assumption: employee only about $196,120 at 4% or $130,747 at 6%; with 50% employer match about $130,747 at 4% or $87,164 at 6%; with 100% employer match about $98,060 at 4% or $65,373 at 6%. |
| 2009 | 1 | 17 | $1,189,706 | $215,886 | $12,699iApproximate average salary by contribution assumption: employee only about $317,479 at 4% or $211,653 at 6%; with 50% employer match about $211,653 at 4% or $141,102 at 6%; with 100% employer match about $158,740 at 4% or $105,826 at 6%. |
| Corporate Valuation Advisors Inc 401(K) Plan | - | 17 | $1,189,706 | $215,886 | $12,699iApproximate average salary by contribution assumption: employee only about $317,479 at 4% or $211,653 at 6%; with 50% employer match about $211,653 at 4% or $141,102 at 6%; with 100% employer match about $158,740 at 4% or $105,826 at 6%. |
| 2008 | 1 | 17 | $824,813 | $159,632 | $9,390iApproximate average salary by contribution assumption: employee only about $234,753 at 4% or $156,502 at 6%; with 50% employer match about $156,502 at 4% or $104,335 at 6%; with 100% employer match about $117,376 at 4% or $78,251 at 6%. |
| Corporate Valuation Advisors Inc 401(K) Plan | - | 17 | $824,813 | $159,632 | $9,390iApproximate average salary by contribution assumption: employee only about $234,753 at 4% or $156,502 at 6%; with 50% employer match about $156,502 at 4% or $104,335 at 6%; with 100% employer match about $117,376 at 4% or $78,251 at 6%. |
| 2007 | 1 | 16 | $1,104,871 | $297,927 | $18,620iApproximate average salary by contribution assumption: employee only about $465,511 at 4% or $310,341 at 6%; with 50% employer match about $310,341 at 4% or $206,894 at 6%; with 100% employer match about $232,755 at 4% or $155,170 at 6%. |
| Corporate Valuation Advisors Inc 401(K) Plan | - | 16 | $1,104,871 | $297,927 | $18,620iApproximate average salary by contribution assumption: employee only about $465,511 at 4% or $310,341 at 6%; with 50% employer match about $310,341 at 4% or $206,894 at 6%; with 100% employer match about $232,755 at 4% or $155,170 at 6%. |
| 2006 | 1 | 15 | $744,552 | $251,345 | $16,756iApproximate average salary by contribution assumption: employee only about $418,908 at 4% or $279,272 at 6%; with 50% employer match about $279,272 at 4% or $186,181 at 6%; with 100% employer match about $209,454 at 4% or $139,636 at 6%. |
| Corporate Valuation Advisors Inc 401(K) Plan | - | 15 | $744,552 | $251,345 | $16,756iApproximate average salary by contribution assumption: employee only about $418,908 at 4% or $279,272 at 6%; with 50% employer match about $279,272 at 4% or $186,181 at 6%; with 100% employer match about $209,454 at 4% or $139,636 at 6%. |
| 2005 | 1 | 15 | $425,669 | $222,553 | $14,837iApproximate average salary by contribution assumption: employee only about $370,922 at 4% or $247,281 at 6%; with 50% employer match about $247,281 at 4% or $164,854 at 6%; with 100% employer match about $185,461 at 4% or $123,641 at 6%. |
| Corporate Valuation Advisors Inc 401(K) Plan | - | 15 | $425,669 | $222,553 | $14,837iApproximate average salary by contribution assumption: employee only about $370,922 at 4% or $247,281 at 6%; with 50% employer match about $247,281 at 4% or $164,854 at 6%; with 100% employer match about $185,461 at 4% or $123,641 at 6%. |
| 2004 | 1 | 15 | $191,338 | $184,832 | $12,322iApproximate average salary by contribution assumption: employee only about $308,053 at 4% or $205,369 at 6%; with 50% employer match about $205,369 at 4% or $136,913 at 6%; with 100% employer match about $154,027 at 4% or $102,684 at 6%. |
| Corporate Valuation Advisors Inc 401(K) Plan | - | 15 | $191,338 | $184,832 | $12,322iApproximate average salary by contribution assumption: employee only about $308,053 at 4% or $205,369 at 6%; with 50% employer match about $205,369 at 4% or $136,913 at 6%; with 100% employer match about $154,027 at 4% or $102,684 at 6%. |