Civic Intelligence

Valimation Inc.

Plan context: VALIMATION INDIVIDUAL 401(K) PLAN

EIN 23-2852305 • Saint Johns, FL • 10 filings • 3 plans

49 Blue Sky DrSaint Johns, FL 32259-7370
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$545,307

2021 Contributions

$20,000

Historical Graphs

Total Assets Over Time

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

$888,641$444,321$0200320062020YearValue
$545,307Latest year 2020

Participants Over Time

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

1050200320072020YearValue
2Latest year 2020

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
202110$0$20,000-
VALIMATION INDIVIDUAL 401(K) PLAN-0$0$20,000-
202012$545,307$39,500$19,750iApproximate average salary by contribution assumption: employee only about $493,750 at 4% or $329,167 at 6%; with 50% employer match about $329,167 at 4% or $219,444 at 6%; with 100% employer match about $246,875 at 4% or $164,583 at 6%.
VALIMATION INDIVIDUAL 401(K) PLAN-2$545,307$39,500$19,750iApproximate average salary by contribution assumption: employee only about $493,750 at 4% or $329,167 at 6%; with 50% employer match about $329,167 at 4% or $219,444 at 6%; with 100% employer match about $246,875 at 4% or $164,583 at 6%.
201010$0$34,392-
Valimation Inc. 401(K) Plan-0$0$34,392-
2009110$888,641$39,147$3,915iApproximate average salary by contribution assumption: employee only about $97,868 at 4% or $65,245 at 6%; with 50% employer match about $65,245 at 4% or $43,497 at 6%; with 100% employer match about $48,934 at 4% or $32,623 at 6%.
Valimation Inc. 401(K) Plan-10$888,641$39,147$3,915iApproximate average salary by contribution assumption: employee only about $97,868 at 4% or $65,245 at 6%; with 50% employer match about $65,245 at 4% or $43,497 at 6%; with 100% employer match about $48,934 at 4% or $32,623 at 6%.
200813$831,738$60,399$20,133iApproximate average salary by contribution assumption: employee only about $503,325 at 4% or $335,550 at 6%; with 50% employer match about $335,550 at 4% or $223,700 at 6%; with 100% employer match about $251,663 at 4% or $167,775 at 6%.
Valimation Inc. 401(K) Plan-3$831,738$60,399$20,133iApproximate average salary by contribution assumption: employee only about $503,325 at 4% or $335,550 at 6%; with 50% employer match about $335,550 at 4% or $223,700 at 6%; with 100% employer match about $251,663 at 4% or $167,775 at 6%.
200716$0$0-
Valimation Inc. 401(K) Plan-6---
200615$737,371$140,708$28,142iApproximate average salary by contribution assumption: employee only about $703,540 at 4% or $469,027 at 6%; with 50% employer match about $469,027 at 4% or $312,684 at 6%; with 100% employer match about $351,770 at 4% or $234,513 at 6%.
Valimation Inc. 401(K) Plan-5$737,371$140,708$28,142iApproximate average salary by contribution assumption: employee only about $703,540 at 4% or $469,027 at 6%; with 50% employer match about $469,027 at 4% or $312,684 at 6%; with 100% employer match about $351,770 at 4% or $234,513 at 6%.
200517$516,177$150,155$21,451iApproximate average salary by contribution assumption: employee only about $536,268 at 4% or $357,512 at 6%; with 50% employer match about $357,512 at 4% or $238,341 at 6%; with 100% employer match about $268,134 at 4% or $178,756 at 6%.
Valimation Inc. 401(K) Plan-7$516,177$150,155$21,451iApproximate average salary by contribution assumption: employee only about $536,268 at 4% or $357,512 at 6%; with 50% employer match about $357,512 at 4% or $238,341 at 6%; with 100% employer match about $268,134 at 4% or $178,756 at 6%.
200419$332,052$165,872$18,430iApproximate average salary by contribution assumption: employee only about $460,756 at 4% or $307,170 at 6%; with 50% employer match about $307,170 at 4% or $204,780 at 6%; with 100% employer match about $230,378 at 4% or $153,585 at 6%.
Valimation Inc. 401(K) Plan-9$332,052$165,872$18,430iApproximate average salary by contribution assumption: employee only about $460,756 at 4% or $307,170 at 6%; with 50% employer match about $307,170 at 4% or $204,780 at 6%; with 100% employer match about $230,378 at 4% or $153,585 at 6%.
200317$143,188$142,091$20,299iApproximate average salary by contribution assumption: employee only about $507,468 at 4% or $338,312 at 6%; with 50% employer match about $338,312 at 4% or $225,541 at 6%; with 100% employer match about $253,734 at 4% or $169,156 at 6%.
Valimation Inc. 401(K) Plan-7$143,188$142,091$20,299iApproximate average salary by contribution assumption: employee only about $507,468 at 4% or $338,312 at 6%; with 50% employer match about $338,312 at 4% or $225,541 at 6%; with 100% employer match about $253,734 at 4% or $169,156 at 6%.