Civic Intelligence

Venstar Financial Inc.

Plan context: VENSTAR FINANCIAL, INC. DEFINED BENEFIT PLAN

EIN 26-0069242 • San Ramon, CA • 12 filings • 5 plans

2603 Camino Ramon, Ste. 200San Ramon, CA 94583
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$379,410

2022 Contributions

$115,000

Historical Graphs

Total Assets Over Time

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

$643,320$321,660$0201320162022YearValue
$379,410Latest year 2022

Participants Over Time

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

320201320162022YearValue
1Latest year 2022

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
202211$379,410$115,000$115,000iApproximate average salary by contribution assumption: employee only about $2,875,000 at 4% or $1,916,667 at 6%; with 50% employer match about $1,916,667 at 4% or $1,277,778 at 6%; with 100% employer match about $1,437,500 at 4% or $958,333 at 6%.
VENSTAR FINANCIAL, INC. DEFINED BENEFIT PLAN-1$379,410$115,000$115,000iApproximate average salary by contribution assumption: employee only about $2,875,000 at 4% or $1,916,667 at 6%; with 50% employer match about $1,916,667 at 4% or $1,277,778 at 6%; with 100% employer match about $1,437,500 at 4% or $958,333 at 6%.
202111$305,011$200,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
VENSTAR FINANCIAL, INC. DEFINED BENEFIT PLAN-1$305,011$200,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
202011$105,000$105,000$105,000iApproximate average salary by contribution assumption: employee only about $2,625,000 at 4% or $1,750,000 at 6%; with 50% employer match about $1,750,000 at 4% or $1,166,667 at 6%; with 100% employer match about $1,312,500 at 4% or $875,000 at 6%.
VENSTAR FINANCIAL, INC. DEFINED BENEFIT PLAN-1$105,000$105,000$105,000iApproximate average salary by contribution assumption: employee only about $2,625,000 at 4% or $1,750,000 at 6%; with 50% employer match about $1,750,000 at 4% or $1,166,667 at 6%; with 100% employer match about $1,312,500 at 4% or $875,000 at 6%.
201720$0$20,598-
Venstar Financial Inc. 401(K) Plan-0$0$20,598-
VENSTAR FINANCIAL INC. PENSION PLAN-0$0$0-
201623$643,320$78,290$26,097iApproximate average salary by contribution assumption: employee only about $652,417 at 4% or $434,944 at 6%; with 50% employer match about $434,944 at 4% or $289,963 at 6%; with 100% employer match about $326,208 at 4% or $217,472 at 6%.
VENSTAR FINANCIAL INC. PENSION PLAN-2$377,680$78,290$39,145iApproximate average salary by contribution assumption: employee only about $978,625 at 4% or $652,417 at 6%; with 50% employer match about $652,417 at 4% or $434,944 at 6%; with 100% employer match about $489,313 at 4% or $326,208 at 6%.
Venstar Financial Inc. 401(K) Plan-3$265,640$0-
201523$585,870$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Venstar Financial Inc. 401(K) Plan-3$295,515--
VENSTAR FINANCIAL INC. PENSION PLAN-2$290,355$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201423$594,884$19,530$6,510iApproximate average salary by contribution assumption: employee only about $162,750 at 4% or $108,500 at 6%; with 50% employer match about $108,500 at 4% or $72,333 at 6%; with 100% employer match about $81,375 at 4% or $54,250 at 6%.
Venstar Financial Inc. 401(K) Plan-3$301,361$1,240$413iApproximate average salary by contribution assumption: employee only about $10,333 at 4% or $6,889 at 6%; with 50% employer match about $6,889 at 4% or $4,593 at 6%; with 100% employer match about $5,167 at 4% or $3,444 at 6%.
VENSTAR INVESTMENTS INC. PENSION PLAN-2$293,523$18,290$9,145iApproximate average salary by contribution assumption: employee only about $228,625 at 4% or $152,417 at 6%; with 50% employer match about $152,417 at 4% or $101,611 at 6%; with 100% employer match about $114,313 at 4% or $76,208 at 6%.
201312$279,243$118,290$59,145iApproximate average salary by contribution assumption: employee only about $1,478,625 at 4% or $985,750 at 6%; with 50% employer match about $985,750 at 4% or $657,167 at 6%; with 100% employer match about $739,313 at 4% or $492,875 at 6%.
VENSTAR INVESTMENTS INC. PENSION PLAN-2$279,243$118,290$59,145iApproximate average salary by contribution assumption: employee only about $1,478,625 at 4% or $985,750 at 6%; with 50% employer match about $985,750 at 4% or $657,167 at 6%; with 100% employer match about $739,313 at 4% or $492,875 at 6%.