Civic Intelligence

Valsource Inc.

Plan context: Valsource Inc. Employee Stock Ownership Plan

EIN 23-2855010 • Downingtown, PA • 28 filings • 7 plans

918 Horseshoe PikeDowningtown, PA 19335-1336
Current Snapshot

Latest Year

2024

2024 Participants

267

2024 Assets

$90,441,890

2024 Contributions

$5,233,871

Historical Graphs

Total Assets Over Time

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

$90,441,890$45,220,945$0200220192024YearValue
$90,441,890Latest year 2024

Participants Over Time

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

2671340200220192024YearValue
267Latest 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
20243267$90,441,890$5,233,871$19,603iApproximate average salary by contribution assumption: employee only about $490,063 at 4% or $326,709 at 6%; with 50% employer match about $326,709 at 4% or $217,806 at 6%; with 100% employer match about $245,031 at 4% or $163,354 at 6%.
Valsource Inc. Employee Stock Ownership Plan-211$46,914,896$1,611,029$7,635iApproximate average salary by contribution assumption: employee only about $190,880 at 4% or $127,253 at 6%; with 50% employer match about $127,253 at 4% or $84,836 at 6%; with 100% employer match about $95,440 at 4% or $63,627 at 6%.
Valsource Inc. 401(K) Plan-267$43,526,994$3,622,842$13,569iApproximate average salary by contribution assumption: employee only about $339,217 at 4% or $226,145 at 6%; with 50% employer match about $226,145 at 4% or $150,763 at 6%; with 100% employer match about $169,609 at 4% or $113,072 at 6%.
Valsource Health and Welfare Plan-209---
20233213$88,949,895$4,609,635$21,641iApproximate average salary by contribution assumption: employee only about $541,037 at 4% or $360,691 at 6%; with 50% employer match about $360,691 at 4% or $240,461 at 6%; with 100% employer match about $270,518 at 4% or $180,346 at 6%.
Valsource Inc. Employee Stock Ownership Plan-207$51,213,775$1,566,791$7,569iApproximate average salary by contribution assumption: employee only about $189,226 at 4% or $126,151 at 6%; with 50% employer match about $126,151 at 4% or $84,100 at 6%; with 100% employer match about $94,613 at 4% or $63,075 at 6%.
Valsource Inc. 401(K) Plan-210$37,736,120$3,042,844$14,490iApproximate average salary by contribution assumption: employee only about $362,243 at 4% or $241,496 at 6%; with 50% employer match about $241,496 at 4% or $160,997 at 6%; with 100% employer match about $181,122 at 4% or $120,748 at 6%.
Valsource Health and Welfare Plan-213---
20223210$71,799,972$4,959,762$23,618iApproximate average salary by contribution assumption: employee only about $590,448 at 4% or $393,632 at 6%; with 50% employer match about $393,632 at 4% or $262,421 at 6%; with 100% employer match about $295,224 at 4% or $196,816 at 6%.
Valsource Inc. Employee Stock Ownership Plan-186$41,224,085$1,424,686$7,660iApproximate average salary by contribution assumption: employee only about $191,490 at 4% or $127,660 at 6%; with 50% employer match about $127,660 at 4% or $85,107 at 6%; with 100% employer match about $95,745 at 4% or $63,830 at 6%.
Valsource Inc. 401(K) Plan-197$30,575,887$3,535,076$17,945iApproximate average salary by contribution assumption: employee only about $448,614 at 4% or $299,076 at 6%; with 50% employer match about $299,076 at 4% or $199,384 at 6%; with 100% employer match about $224,307 at 4% or $149,538 at 6%.
Valsource Health and Welfare Plan-210---
20213229$75,259,175$3,484,395$15,216iApproximate average salary by contribution assumption: employee only about $380,392 at 4% or $253,595 at 6%; with 50% employer match about $253,595 at 4% or $169,063 at 6%; with 100% employer match about $190,196 at 4% or $126,797 at 6%.
Valsource Inc. Employee Stock Ownership Plan-158$40,086,223$1,356,282$8,584iApproximate average salary by contribution assumption: employee only about $214,602 at 4% or $143,068 at 6%; with 50% employer match about $143,068 at 4% or $95,378 at 6%; with 100% employer match about $107,301 at 4% or $71,534 at 6%.
Valsource Inc. 401(K) Plan-199$35,172,952$2,128,113$10,694iApproximate average salary by contribution assumption: employee only about $267,351 at 4% or $178,234 at 6%; with 50% employer match about $178,234 at 4% or $118,823 at 6%; with 100% employer match about $133,675 at 4% or $89,117 at 6%.
Valsource Health and Welfare Plan-229---
20203211$54,619,615$6,757,746$32,027iApproximate average salary by contribution assumption: employee only about $800,681 at 4% or $533,787 at 6%; with 50% employer match about $533,787 at 4% or $355,858 at 6%; with 100% employer match about $400,340 at 4% or $266,894 at 6%.
Valsource Inc. 401(K) Plan-211$31,238,560$2,163,574$10,254iApproximate average salary by contribution assumption: employee only about $256,348 at 4% or $170,898 at 6%; with 50% employer match about $170,898 at 4% or $113,932 at 6%; with 100% employer match about $128,174 at 4% or $85,449 at 6%.
Valsource Inc. Employee Stock Ownership Plan-183$23,381,055$4,594,172$25,105iApproximate average salary by contribution assumption: employee only about $627,619 at 4% or $418,413 at 6%; with 50% employer match about $418,413 at 4% or $278,942 at 6%; with 100% employer match about $313,810 at 4% or $209,206 at 6%.
Valsource Health and Welfare Plan-206---
20194185$64,820,323$5,797,722$31,339iApproximate average salary by contribution assumption: employee only about $783,476 at 4% or $522,317 at 6%; with 50% employer match about $522,317 at 4% or $348,212 at 6%; with 100% employer match about $391,738 at 4% or $261,159 at 6%.
Valsource Inc. Employee Stock Ownership Plan-185$26,932,838$1,973,361$10,667iApproximate average salary by contribution assumption: employee only about $266,670 at 4% or $177,780 at 6%; with 50% employer match about $177,780 at 4% or $118,520 at 6%; with 100% employer match about $133,335 at 4% or $88,890 at 6%.
Valsource Inc. 401(K) Plan-185$26,932,838$1,973,361$10,667iApproximate average salary by contribution assumption: employee only about $266,670 at 4% or $177,780 at 6%; with 50% employer match about $177,780 at 4% or $118,520 at 6%; with 100% employer match about $133,335 at 4% or $88,890 at 6%.
Valsource Inc. Employee Stock Ownership Plan-145$10,954,647$1,851,000$12,766iApproximate average salary by contribution assumption: employee only about $319,138 at 4% or $212,759 at 6%; with 50% employer match about $212,759 at 4% or $141,839 at 6%; with 100% employer match about $159,569 at 4% or $106,379 at 6%.
Valsource Health and Welfare Plan-181---
20183169$29,200,229$2,284,827$13,520iApproximate average salary by contribution assumption: employee only about $337,992 at 4% or $225,328 at 6%; with 50% employer match about $225,328 at 4% or $150,219 at 6%; with 100% employer match about $168,996 at 4% or $112,664 at 6%.
Valsource Inc. Employee Stock Ownership Plan-169$21,079,107$1,669,933$9,881iApproximate average salary by contribution assumption: employee only about $247,032 at 4% or $164,688 at 6%; with 50% employer match about $164,688 at 4% or $109,792 at 6%; with 100% employer match about $123,516 at 4% or $82,344 at 6%.
Valsource Inc. Employee Stock Ownership Plan-138$8,121,122$614,894$4,456iApproximate average salary by contribution assumption: employee only about $111,394 at 4% or $74,263 at 6%; with 50% employer match about $74,263 at 4% or $49,508 at 6%; with 100% employer match about $55,697 at 4% or $37,131 at 6%.
Valsource Health and Welfare Plan-159---
20171119$6,291,645$1,793,026$15,067iApproximate average salary by contribution assumption: employee only about $376,686 at 4% or $251,124 at 6%; with 50% employer match about $251,124 at 4% or $167,416 at 6%; with 100% employer match about $188,343 at 4% or $125,562 at 6%.
Valsource Inc. Employee Stock Ownership Plan-119$6,291,645$1,793,026$15,067iApproximate average salary by contribution assumption: employee only about $376,686 at 4% or $251,124 at 6%; with 50% employer match about $251,124 at 4% or $167,416 at 6%; with 100% employer match about $188,343 at 4% or $125,562 at 6%.
20161116$5,379,823$0-
Valsource Inc. Employee Stock Ownership Plan-116$5,379,823--
2004197$2,481,768$753,063$7,764iApproximate average salary by contribution assumption: employee only about $194,088 at 4% or $129,392 at 6%; with 50% employer match about $129,392 at 4% or $86,262 at 6%; with 100% employer match about $97,044 at 4% or $64,696 at 6%.
Valsource Inc. Employee Stock Ownership Plan-97$2,481,768$753,063$7,764iApproximate average salary by contribution assumption: employee only about $194,088 at 4% or $129,392 at 6%; with 50% employer match about $129,392 at 4% or $86,262 at 6%; with 100% employer match about $97,044 at 4% or $64,696 at 6%.
2003190$1,600,784$616,786$6,853iApproximate average salary by contribution assumption: employee only about $171,329 at 4% or $114,220 at 6%; with 50% employer match about $114,220 at 4% or $76,146 at 6%; with 100% employer match about $85,665 at 4% or $57,110 at 6%.
Valsource Inc. Employee Stock Ownership Plan-90$1,600,784$616,786$6,853iApproximate average salary by contribution assumption: employee only about $171,329 at 4% or $114,220 at 6%; with 50% employer match about $114,220 at 4% or $76,146 at 6%; with 100% employer match about $85,665 at 4% or $57,110 at 6%.
2002167$772,945$461,064$6,882iApproximate average salary by contribution assumption: employee only about $172,039 at 4% or $114,693 at 6%; with 50% employer match about $114,693 at 4% or $76,462 at 6%; with 100% employer match about $86,019 at 4% or $57,346 at 6%.
Valsource Inc. Employee Stock Ownership Plan-67$772,945$461,064$6,882iApproximate average salary by contribution assumption: employee only about $172,039 at 4% or $114,693 at 6%; with 50% employer match about $114,693 at 4% or $76,462 at 6%; with 100% employer match about $86,019 at 4% or $57,346 at 6%.
200110$0$0-
Valsource Inc. Employee Stock Ownership Plan-0---