Civic Intelligence

Hartman, Valeriano, Magovern & Lutz PC.

Plan context: Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan

EIN 23-2938111 • Wyomissing, PA • 24 filings • 7 plans

1025 Berkshire BlvdSuite 700Wyomissing, PA 19610
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$3,055,076

2024 Contributions

$144,041

Historical Graphs

Total Assets Over Time

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

$3,719,917$1,859,959$0200220132024YearValue
$3,055,076Latest year 2024

Participants Over Time

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

26130200120132024YearValue
18Latest 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
2024118$3,055,076$144,041$8,002iApproximate average salary by contribution assumption: employee only about $200,057 at 4% or $133,371 at 6%; with 50% employer match about $133,371 at 4% or $88,914 at 6%; with 100% employer match about $100,028 at 4% or $66,686 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-18$3,055,076$144,041$8,002iApproximate average salary by contribution assumption: employee only about $200,057 at 4% or $133,371 at 6%; with 50% employer match about $133,371 at 4% or $88,914 at 6%; with 100% employer match about $100,028 at 4% or $66,686 at 6%.
2023122$3,147,476$178,926$8,133iApproximate average salary by contribution assumption: employee only about $203,325 at 4% or $135,550 at 6%; with 50% employer match about $135,550 at 4% or $90,367 at 6%; with 100% employer match about $101,663 at 4% or $67,775 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-22$3,147,476$178,926$8,133iApproximate average salary by contribution assumption: employee only about $203,325 at 4% or $135,550 at 6%; with 50% employer match about $135,550 at 4% or $90,367 at 6%; with 100% employer match about $101,663 at 4% or $67,775 at 6%.
2022123$2,800,097$116,340$5,058iApproximate average salary by contribution assumption: employee only about $126,457 at 4% or $84,304 at 6%; with 50% employer match about $84,304 at 4% or $56,203 at 6%; with 100% employer match about $63,228 at 4% or $42,152 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-23$2,800,097$116,340$5,058iApproximate average salary by contribution assumption: employee only about $126,457 at 4% or $84,304 at 6%; with 50% employer match about $84,304 at 4% or $56,203 at 6%; with 100% employer match about $63,228 at 4% or $42,152 at 6%.
2021123$3,065,520$105,164$4,572iApproximate average salary by contribution assumption: employee only about $114,309 at 4% or $76,206 at 6%; with 50% employer match about $76,206 at 4% or $50,804 at 6%; with 100% employer match about $57,154 at 4% or $38,103 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-23$3,065,520$105,164$4,572iApproximate average salary by contribution assumption: employee only about $114,309 at 4% or $76,206 at 6%; with 50% employer match about $76,206 at 4% or $50,804 at 6%; with 100% employer match about $57,154 at 4% or $38,103 at 6%.
2020125$3,673,266$102,684$4,107iApproximate average salary by contribution assumption: employee only about $102,684 at 4% or $68,456 at 6%; with 50% employer match about $68,456 at 4% or $45,637 at 6%; with 100% employer match about $51,342 at 4% or $34,228 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-25$3,673,266$102,684$4,107iApproximate average salary by contribution assumption: employee only about $102,684 at 4% or $68,456 at 6%; with 50% employer match about $68,456 at 4% or $45,637 at 6%; with 100% employer match about $51,342 at 4% or $34,228 at 6%.
2019123$3,186,516$56,177$2,442iApproximate average salary by contribution assumption: employee only about $61,062 at 4% or $40,708 at 6%; with 50% employer match about $40,708 at 4% or $27,139 at 6%; with 100% employer match about $30,531 at 4% or $20,354 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-23$3,186,516$56,177$2,442iApproximate average salary by contribution assumption: employee only about $61,062 at 4% or $40,708 at 6%; with 50% employer match about $40,708 at 4% or $27,139 at 6%; with 100% employer match about $30,531 at 4% or $20,354 at 6%.
2018125$2,645,564$120,959$4,838iApproximate average salary by contribution assumption: employee only about $120,959 at 4% or $80,639 at 6%; with 50% employer match about $80,639 at 4% or $53,760 at 6%; with 100% employer match about $60,479 at 4% or $40,320 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-25$2,645,564$120,959$4,838iApproximate average salary by contribution assumption: employee only about $120,959 at 4% or $80,639 at 6%; with 50% employer match about $80,639 at 4% or $53,760 at 6%; with 100% employer match about $60,479 at 4% or $40,320 at 6%.
2017126$2,870,420$175,844$6,763iApproximate average salary by contribution assumption: employee only about $169,081 at 4% or $112,721 at 6%; with 50% employer match about $112,721 at 4% or $75,147 at 6%; with 100% employer match about $84,540 at 4% or $56,360 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-26$2,870,420$175,844$6,763iApproximate average salary by contribution assumption: employee only about $169,081 at 4% or $112,721 at 6%; with 50% employer match about $112,721 at 4% or $75,147 at 6%; with 100% employer match about $84,540 at 4% or $56,360 at 6%.
2016126$2,378,492$114,155$4,391iApproximate average salary by contribution assumption: employee only about $109,764 at 4% or $73,176 at 6%; with 50% employer match about $73,176 at 4% or $48,784 at 6%; with 100% employer match about $54,882 at 4% or $36,588 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-26$2,378,492$114,155$4,391iApproximate average salary by contribution assumption: employee only about $109,764 at 4% or $73,176 at 6%; with 50% employer match about $73,176 at 4% or $48,784 at 6%; with 100% employer match about $54,882 at 4% or $36,588 at 6%.
2015119$2,296,136$185,748$9,776iApproximate average salary by contribution assumption: employee only about $244,405 at 4% or $162,937 at 6%; with 50% employer match about $162,937 at 4% or $108,625 at 6%; with 100% employer match about $122,203 at 4% or $81,468 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-19$2,296,136$185,748$9,776iApproximate average salary by contribution assumption: employee only about $244,405 at 4% or $162,937 at 6%; with 50% employer match about $162,937 at 4% or $108,625 at 6%; with 100% employer match about $122,203 at 4% or $81,468 at 6%.
2014120$3,104,388$79,410$3,971iApproximate average salary by contribution assumption: employee only about $99,263 at 4% or $66,175 at 6%; with 50% employer match about $66,175 at 4% or $44,117 at 6%; with 100% employer match about $49,631 at 4% or $33,088 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-20$3,104,388$79,410$3,971iApproximate average salary by contribution assumption: employee only about $99,263 at 4% or $66,175 at 6%; with 50% employer match about $66,175 at 4% or $44,117 at 6%; with 100% employer match about $49,631 at 4% or $33,088 at 6%.
2013124$3,719,917$177,604$7,400iApproximate average salary by contribution assumption: employee only about $185,004 at 4% or $123,336 at 6%; with 50% employer match about $123,336 at 4% or $82,224 at 6%; with 100% employer match about $92,502 at 4% or $61,668 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-24$3,719,917$177,604$7,400iApproximate average salary by contribution assumption: employee only about $185,004 at 4% or $123,336 at 6%; with 50% employer match about $123,336 at 4% or $82,224 at 6%; with 100% employer match about $92,502 at 4% or $61,668 at 6%.
2012124$3,052,137$269,587$11,233iApproximate average salary by contribution assumption: employee only about $280,820 at 4% or $187,213 at 6%; with 50% employer match about $187,213 at 4% or $124,809 at 6%; with 100% employer match about $140,410 at 4% or $93,607 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-24$3,052,137$269,587$11,233iApproximate average salary by contribution assumption: employee only about $280,820 at 4% or $187,213 at 6%; with 50% employer match about $187,213 at 4% or $124,809 at 6%; with 100% employer match about $140,410 at 4% or $93,607 at 6%.
2011124$2,472,636$266,078$11,087iApproximate average salary by contribution assumption: employee only about $277,165 at 4% or $184,776 at 6%; with 50% employer match about $184,776 at 4% or $123,184 at 6%; with 100% employer match about $138,582 at 4% or $92,388 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-24$2,472,636$266,078$11,087iApproximate average salary by contribution assumption: employee only about $277,165 at 4% or $184,776 at 6%; with 50% employer match about $184,776 at 4% or $123,184 at 6%; with 100% employer match about $138,582 at 4% or $92,388 at 6%.
2010122$2,250,819$188,655$8,575iApproximate average salary by contribution assumption: employee only about $214,381 at 4% or $142,920 at 6%; with 50% employer match about $142,920 at 4% or $95,280 at 6%; with 100% employer match about $107,190 at 4% or $71,460 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-22$2,250,819$188,655$8,575iApproximate average salary by contribution assumption: employee only about $214,381 at 4% or $142,920 at 6%; with 50% employer match about $142,920 at 4% or $95,280 at 6%; with 100% employer match about $107,190 at 4% or $71,460 at 6%.
2009122$1,999,894$203,957$9,271iApproximate average salary by contribution assumption: employee only about $231,769 at 4% or $154,513 at 6%; with 50% employer match about $154,513 at 4% or $103,009 at 6%; with 100% employer match about $115,885 at 4% or $77,256 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-22$1,999,894$203,957$9,271iApproximate average salary by contribution assumption: employee only about $231,769 at 4% or $154,513 at 6%; with 50% employer match about $154,513 at 4% or $103,009 at 6%; with 100% employer match about $115,885 at 4% or $77,256 at 6%.
2008118$1,541,901$184,937$10,274iApproximate average salary by contribution assumption: employee only about $256,857 at 4% or $171,238 at 6%; with 50% employer match about $171,238 at 4% or $114,159 at 6%; with 100% employer match about $128,428 at 4% or $85,619 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-18$1,541,901$184,937$10,274iApproximate average salary by contribution assumption: employee only about $256,857 at 4% or $171,238 at 6%; with 50% employer match about $171,238 at 4% or $114,159 at 6%; with 100% employer match about $128,428 at 4% or $85,619 at 6%.
2007118$1,839,355$123,847$6,880iApproximate average salary by contribution assumption: employee only about $172,010 at 4% or $114,673 at 6%; with 50% employer match about $114,673 at 4% or $76,449 at 6%; with 100% employer match about $86,005 at 4% or $57,337 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-18$1,839,355$123,847$6,880iApproximate average salary by contribution assumption: employee only about $172,010 at 4% or $114,673 at 6%; with 50% employer match about $114,673 at 4% or $76,449 at 6%; with 100% employer match about $86,005 at 4% or $57,337 at 6%.
2006113$1,636,046$219,134$16,856iApproximate average salary by contribution assumption: employee only about $421,412 at 4% or $280,941 at 6%; with 50% employer match about $280,941 at 4% or $187,294 at 6%; with 100% employer match about $210,706 at 4% or $140,471 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-13$1,636,046$219,134$16,856iApproximate average salary by contribution assumption: employee only about $421,412 at 4% or $280,941 at 6%; with 50% employer match about $280,941 at 4% or $187,294 at 6%; with 100% employer match about $210,706 at 4% or $140,471 at 6%.
2005114$1,238,517$110,180$7,870iApproximate average salary by contribution assumption: employee only about $196,750 at 4% or $131,167 at 6%; with 50% employer match about $131,167 at 4% or $87,444 at 6%; with 100% employer match about $98,375 at 4% or $65,583 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-14$1,238,517$110,180$7,870iApproximate average salary by contribution assumption: employee only about $196,750 at 4% or $131,167 at 6%; with 50% employer match about $131,167 at 4% or $87,444 at 6%; with 100% employer match about $98,375 at 4% or $65,583 at 6%.
200419$1,103,843$162,826$18,092iApproximate average salary by contribution assumption: employee only about $452,294 at 4% or $301,530 at 6%; with 50% employer match about $301,530 at 4% or $201,020 at 6%; with 100% employer match about $226,147 at 4% or $150,765 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-9$1,103,843$162,826$18,092iApproximate average salary by contribution assumption: employee only about $452,294 at 4% or $301,530 at 6%; with 50% employer match about $301,530 at 4% or $201,020 at 6%; with 100% employer match about $226,147 at 4% or $150,765 at 6%.
2003111$925,254$133,496$12,136iApproximate average salary by contribution assumption: employee only about $303,400 at 4% or $202,267 at 6%; with 50% employer match about $202,267 at 4% or $134,844 at 6%; with 100% employer match about $151,700 at 4% or $101,133 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-11$925,254$133,496$12,136iApproximate average salary by contribution assumption: employee only about $303,400 at 4% or $202,267 at 6%; with 50% employer match about $202,267 at 4% or $134,844 at 6%; with 100% employer match about $151,700 at 4% or $101,133 at 6%.
200211$622,612$147,769$147,769iApproximate average salary by contribution assumption: employee only about $3,694,225 at 4% or $2,462,817 at 6%; with 50% employer match about $2,462,817 at 4% or $1,641,878 at 6%; with 100% employer match about $1,847,113 at 4% or $1,231,408 at 6%.
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-1$622,612$147,769$147,769iApproximate average salary by contribution assumption: employee only about $3,694,225 at 4% or $2,462,817 at 6%; with 50% employer match about $2,462,817 at 4% or $1,641,878 at 6%; with 100% employer match about $1,847,113 at 4% or $1,231,408 at 6%.
200119$0$0-
Hartman, Valeriano, Magovern & Lutz PC. 401(K) Plan-9---