Civic Intelligence

The Valley Foundation

Plan context: The Valley Foundation Defined Contribution Retirement Plan

EIN 23-7352886 • Huntsville, AL • 46 filings • 7 plans

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301 Governors Dr. SW, Suite 313FHuntsville, AL 35801
Current Snapshot

Latest Year

2024

2024 Participants

47

2024 Assets

$9,496,022

2024 Contributions

$662,188

Historical Graphs

Total Assets Over Time

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

$9,496,022$4,748,011$0200920172024YearValue
$9,496,022Latest year 2024

Participants Over Time

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

54270200920172024YearValue
47Latest 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
2024247$9,496,022$662,188$14,089iApproximate average salary by contribution assumption: employee only about $352,228 at 4% or $234,818 at 6%; with 50% employer match about $234,818 at 4% or $156,546 at 6%; with 100% employer match about $176,114 at 4% or $117,409 at 6%.
The Valley Foundation Defined Contribution Retirement Plan-47$7,142,823$541,509$11,521iApproximate average salary by contribution assumption: employee only about $288,037 at 4% or $192,024 at 6%; with 50% employer match about $192,024 at 4% or $128,016 at 6%; with 100% employer match about $144,018 at 4% or $96,012 at 6%.
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-22$2,353,199$120,679$5,485iApproximate average salary by contribution assumption: employee only about $137,135 at 4% or $91,423 at 6%; with 50% employer match about $91,423 at 4% or $60,949 at 6%; with 100% employer match about $68,568 at 4% or $45,712 at 6%.
2023254$8,362,908$615,086$11,390iApproximate average salary by contribution assumption: employee only about $284,762 at 4% or $189,841 at 6%; with 50% employer match about $189,841 at 4% or $126,561 at 6%; with 100% employer match about $142,381 at 4% or $94,921 at 6%.
The Valley Foundation Defined Contribution Retirement Plan-54$6,140,288$509,750$9,440iApproximate average salary by contribution assumption: employee only about $235,995 at 4% or $157,330 at 6%; with 50% employer match about $157,330 at 4% or $104,887 at 6%; with 100% employer match about $117,998 at 4% or $78,665 at 6%.
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-22$2,222,620$105,336$4,788iApproximate average salary by contribution assumption: employee only about $119,700 at 4% or $79,800 at 6%; with 50% employer match about $79,800 at 4% or $53,200 at 6%; with 100% employer match about $59,850 at 4% or $39,900 at 6%.
2022252$6,333,648$583,680$11,225iApproximate average salary by contribution assumption: employee only about $280,615 at 4% or $187,077 at 6%; with 50% employer match about $187,077 at 4% or $124,718 at 6%; with 100% employer match about $140,308 at 4% or $93,538 at 6%.
The Valley Foundation Defined Contribution Retirement Plan-52$4,576,786$473,407$9,104iApproximate average salary by contribution assumption: employee only about $227,600 at 4% or $151,733 at 6%; with 50% employer match about $151,733 at 4% or $101,155 at 6%; with 100% employer match about $113,800 at 4% or $75,867 at 6%.
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-22$1,756,862$110,273$5,012iApproximate average salary by contribution assumption: employee only about $125,310 at 4% or $83,540 at 6%; with 50% employer match about $83,540 at 4% or $55,693 at 6%; with 100% employer match about $62,655 at 4% or $41,770 at 6%.
2021251$7,301,846$539,964$10,588iApproximate average salary by contribution assumption: employee only about $264,688 at 4% or $176,459 at 6%; with 50% employer match about $176,459 at 4% or $117,639 at 6%; with 100% employer match about $132,344 at 4% or $88,229 at 6%.
The Valley Foundation Defined Contribution Retirement Plan-51$5,254,272$423,414$8,302iApproximate average salary by contribution assumption: employee only about $207,556 at 4% or $138,371 at 6%; with 50% employer match about $138,371 at 4% or $92,247 at 6%; with 100% employer match about $103,778 at 4% or $69,185 at 6%.
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-23$2,047,574$116,550$5,067iApproximate average salary by contribution assumption: employee only about $126,685 at 4% or $84,457 at 6%; with 50% employer match about $84,457 at 4% or $56,304 at 6%; with 100% employer match about $63,342 at 4% or $42,228 at 6%.
2020252$6,361,802$508,665$9,782iApproximate average salary by contribution assumption: employee only about $244,550 at 4% or $163,034 at 6%; with 50% employer match about $163,034 at 4% or $108,689 at 6%; with 100% employer match about $122,275 at 4% or $81,517 at 6%.
The Valley Foundation Defined Contribution Retirement Plan-52$4,463,808$391,509$7,529iApproximate average salary by contribution assumption: employee only about $188,225 at 4% or $125,484 at 6%; with 50% employer match about $125,484 at 4% or $83,656 at 6%; with 100% employer match about $94,113 at 4% or $62,742 at 6%.
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-23$1,897,994$117,156$5,094iApproximate average salary by contribution assumption: employee only about $127,343 at 4% or $84,896 at 6%; with 50% employer match about $84,896 at 4% or $56,597 at 6%; with 100% employer match about $63,672 at 4% or $42,448 at 6%.
2019250$5,337,109$361,785$7,236iApproximate average salary by contribution assumption: employee only about $180,893 at 4% or $120,595 at 6%; with 50% employer match about $120,595 at 4% or $80,397 at 6%; with 100% employer match about $90,446 at 4% or $60,298 at 6%.
The Valley Foundation Defined Contribution Retirement Plan-50$3,690,820$247,198$4,944iApproximate average salary by contribution assumption: employee only about $123,599 at 4% or $82,399 at 6%; with 50% employer match about $82,399 at 4% or $54,933 at 6%; with 100% employer match about $61,800 at 4% or $41,200 at 6%.
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-23$1,646,289$114,587$4,982iApproximate average salary by contribution assumption: employee only about $124,551 at 4% or $83,034 at 6%; with 50% employer match about $83,034 at 4% or $55,356 at 6%; with 100% employer match about $62,276 at 4% or $41,517 at 6%.
2018247$4,091,530$270,703$5,760iApproximate average salary by contribution assumption: employee only about $143,991 at 4% or $95,994 at 6%; with 50% employer match about $95,994 at 4% or $63,996 at 6%; with 100% employer match about $71,995 at 4% or $47,997 at 6%.
The Valley Foundation Defined Contribution Retirement Plan-47$2,842,434$185,153$3,939iApproximate average salary by contribution assumption: employee only about $98,486 at 4% or $65,657 at 6%; with 50% employer match about $65,657 at 4% or $43,771 at 6%; with 100% employer match about $49,243 at 4% or $32,829 at 6%.
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-18$1,249,096$85,550$4,753iApproximate average salary by contribution assumption: employee only about $118,819 at 4% or $79,213 at 6%; with 50% employer match about $79,213 at 4% or $52,809 at 6%; with 100% employer match about $59,410 at 4% or $39,606 at 6%.
2017245$4,056,136$250,145$5,559iApproximate average salary by contribution assumption: employee only about $138,969 at 4% or $92,646 at 6%; with 50% employer match about $92,646 at 4% or $61,764 at 6%; with 100% employer match about $69,485 at 4% or $46,323 at 6%.
The Valley Foundation Defined Contribution Retirement Plan-45$2,822,987$176,686$3,926iApproximate average salary by contribution assumption: employee only about $98,159 at 4% or $65,439 at 6%; with 50% employer match about $65,439 at 4% or $43,626 at 6%; with 100% employer match about $49,079 at 4% or $32,720 at 6%.
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-18$1,233,149$73,459$4,081iApproximate average salary by contribution assumption: employee only about $102,026 at 4% or $68,018 at 6%; with 50% employer match about $68,018 at 4% or $45,345 at 6%; with 100% employer match about $51,013 at 4% or $34,009 at 6%.
2016244$3,219,488$217,326$4,939iApproximate average salary by contribution assumption: employee only about $123,481 at 4% or $82,320 at 6%; with 50% employer match about $82,320 at 4% or $54,880 at 6%; with 100% employer match about $61,740 at 4% or $41,160 at 6%.
The Valley Foundation Defined Contribution Retirement Plan-44$2,254,414$155,242$3,528iApproximate average salary by contribution assumption: employee only about $88,206 at 4% or $58,804 at 6%; with 50% employer match about $58,804 at 4% or $39,203 at 6%; with 100% employer match about $44,103 at 4% or $29,402 at 6%.
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-16$965,074$62,084$3,880iApproximate average salary by contribution assumption: employee only about $97,006 at 4% or $64,671 at 6%; with 50% employer match about $64,671 at 4% or $43,114 at 6%; with 100% employer match about $48,503 at 4% or $32,335 at 6%.
2015248$2,952,699$225,702$4,702iApproximate average salary by contribution assumption: employee only about $117,553 at 4% or $78,369 at 6%; with 50% employer match about $78,369 at 4% or $52,246 at 6%; with 100% employer match about $58,777 at 4% or $39,184 at 6%.
The Valley Foundation Defined Contribution Retirement Plan-48$2,096,745$169,224$3,526iApproximate average salary by contribution assumption: employee only about $88,138 at 4% or $58,758 at 6%; with 50% employer match about $58,758 at 4% or $39,172 at 6%; with 100% employer match about $44,069 at 4% or $29,379 at 6%.
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-14$855,954$56,478$4,034iApproximate average salary by contribution assumption: employee only about $100,854 at 4% or $67,236 at 6%; with 50% employer match about $67,236 at 4% or $44,824 at 6%; with 100% employer match about $50,427 at 4% or $33,618 at 6%.
2014238$2,950,100$247,654$6,517iApproximate average salary by contribution assumption: employee only about $162,930 at 4% or $108,620 at 6%; with 50% employer match about $108,620 at 4% or $72,413 at 6%; with 100% employer match about $81,465 at 4% or $54,310 at 6%.
The Valley Foundation Defined Contribution Retirement Plan-38$2,103,341$187,594$4,937iApproximate average salary by contribution assumption: employee only about $123,417 at 4% or $82,278 at 6%; with 50% employer match about $82,278 at 4% or $54,852 at 6%; with 100% employer match about $61,709 at 4% or $41,139 at 6%.
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-16$846,759$60,060$3,754iApproximate average salary by contribution assumption: employee only about $93,844 at 4% or $62,563 at 6%; with 50% employer match about $62,563 at 4% or $41,708 at 6%; with 100% employer match about $46,922 at 4% or $31,281 at 6%.
2013239$2,545,703$241,084$6,182iApproximate average salary by contribution assumption: employee only about $154,541 at 4% or $103,027 at 6%; with 50% employer match about $103,027 at 4% or $68,685 at 6%; with 100% employer match about $77,271 at 4% or $51,514 at 6%.
The Valley Foundation Defined Contribution Retirement Plan-39$1,814,646$178,486$4,577iApproximate average salary by contribution assumption: employee only about $114,414 at 4% or $76,276 at 6%; with 50% employer match about $76,276 at 4% or $50,851 at 6%; with 100% employer match about $57,207 at 4% or $38,138 at 6%.
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-16$731,057$62,598$3,912iApproximate average salary by contribution assumption: employee only about $97,809 at 4% or $65,206 at 6%; with 50% employer match about $65,206 at 4% or $43,471 at 6%; with 100% employer match about $48,905 at 4% or $32,603 at 6%.
2012232$1,910,159$211,850$6,620iApproximate average salary by contribution assumption: employee only about $165,508 at 4% or $110,339 at 6%; with 50% employer match about $110,339 at 4% or $73,559 at 6%; with 100% employer match about $82,754 at 4% or $55,169 at 6%.
The Valley Foundation Defined Contribution Retirement Plan-32$1,357,565$148,556$4,642iApproximate average salary by contribution assumption: employee only about $116,059 at 4% or $77,373 at 6%; with 50% employer match about $77,373 at 4% or $51,582 at 6%; with 100% employer match about $58,030 at 4% or $38,686 at 6%.
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-16$552,594$63,294$3,956iApproximate average salary by contribution assumption: employee only about $98,897 at 4% or $65,931 at 6%; with 50% employer match about $65,931 at 4% or $43,954 at 6%; with 100% employer match about $49,448 at 4% or $32,966 at 6%.
2011232$1,519,501$205,149$6,411iApproximate average salary by contribution assumption: employee only about $160,273 at 4% or $106,848 at 6%; with 50% employer match about $106,848 at 4% or $71,232 at 6%; with 100% employer match about $80,136 at 4% or $53,424 at 6%.
The Valley Foundation Defined Contribution Retirement Plan-32$1,084,376$142,186$4,443iApproximate average salary by contribution assumption: employee only about $111,083 at 4% or $74,055 at 6%; with 50% employer match about $74,055 at 4% or $49,370 at 6%; with 100% employer match about $55,541 at 4% or $37,028 at 6%.
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-16$435,125$62,963$3,935iApproximate average salary by contribution assumption: employee only about $98,380 at 4% or $65,586 at 6%; with 50% employer match about $65,586 at 4% or $43,724 at 6%; with 100% employer match about $49,190 at 4% or $32,793 at 6%.
2010231$1,315,074$210,073$6,777iApproximate average salary by contribution assumption: employee only about $169,414 at 4% or $112,942 at 6%; with 50% employer match about $112,942 at 4% or $75,295 at 6%; with 100% employer match about $84,707 at 4% or $56,471 at 6%.
The Valley Foundation Defined Contribution Retirement Plan-31$941,783$133,154$4,295iApproximate average salary by contribution assumption: employee only about $107,382 at 4% or $71,588 at 6%; with 50% employer match about $71,588 at 4% or $47,725 at 6%; with 100% employer match about $53,691 at 4% or $35,794 at 6%.
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-16$373,291$76,919$4,807iApproximate average salary by contribution assumption: employee only about $120,186 at 4% or $80,124 at 6%; with 50% employer match about $80,124 at 4% or $53,416 at 6%; with 100% employer match about $60,093 at 4% or $40,062 at 6%.
2009234$1,108,230$197,835$5,819iApproximate average salary by contribution assumption: employee only about $145,467 at 4% or $96,978 at 6%; with 50% employer match about $96,978 at 4% or $64,652 at 6%; with 100% employer match about $72,733 at 4% or $48,489 at 6%.
The Valley Foundation Defined Contribution Retirement Plan-34$789,252$137,510$4,044iApproximate average salary by contribution assumption: employee only about $101,110 at 4% or $67,407 at 6%; with 50% employer match about $67,407 at 4% or $44,938 at 6%; with 100% employer match about $50,555 at 4% or $33,703 at 6%.
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-18$318,978$60,325$3,351iApproximate average salary by contribution assumption: employee only about $83,785 at 4% or $55,856 at 6%; with 50% employer match about $55,856 at 4% or $37,238 at 6%; with 100% employer match about $41,892 at 4% or $27,928 at 6%.
200820$0$0-
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-0---
The Valley Foundation Defined Contribution Retirement Plan-0---
200720$0$0-
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-0---
The Valley Foundation Defined Contribution Retirement Plan-0---
200620$0$0-
The Valley Foundation Defined Contribution Retirement Plan-0---
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-0---
200520$0$0-
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-0---
The Valley Foundation Defined Contribution Retirement Plan-0---
200420$0$0-
The Valley Foundation Defined Contribution Retirement Plan-0---
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-0---
200320$0$0-
The Valley Foundation Defined Contribution Retirement Plan-0---
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-0---
200220$0$0-
The Valley Foundation Tax - Deferred Annuity (Tda Plan)-0---
The Valley Foundation Defined Contribution Retirement Plan-0---