Valhalla Holdings Inc.
Plan context: Valhalla Holdings Inc. Employee Stock Ownership Plan and Trust
EIN 26-0430251 • 39 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
615
2024 Assets
$31,359,295
2024 Contributions
$3,447,248
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 615 | $31,359,295 | $3,447,248 | $5,605iApproximate average salary by contribution assumption: employee only about $140,132 at 4% or $93,421 at 6%; with 50% employer match about $93,421 at 4% or $62,281 at 6%; with 100% employer match about $70,066 at 4% or $46,711 at 6%. |
| Valhalla Holdings Inc. Employee Stock Ownership Plan and Trust | - | 474 | $20,407,074 | $1,217,103 | $2,568iApproximate average salary by contribution assumption: employee only about $64,193 at 4% or $42,795 at 6%; with 50% employer match about $42,795 at 4% or $28,530 at 6%; with 100% employer match about $32,097 at 4% or $21,398 at 6%. |
| Valhalla Holdings Inc. 401(K) | - | 615 | $10,952,221 | $2,230,145 | $3,626iApproximate average salary by contribution assumption: employee only about $90,656 at 4% or $60,438 at 6%; with 50% employer match about $60,438 at 4% or $40,292 at 6%; with 100% employer match about $45,328 at 4% or $30,219 at 6%. |
| 2023 | 3 | 615 | $25,363,784 | $2,743,639 | $4,461iApproximate average salary by contribution assumption: employee only about $111,530 at 4% or $74,353 at 6%; with 50% employer match about $74,353 at 4% or $49,569 at 6%; with 100% employer match about $55,765 at 4% or $37,177 at 6%. |
| Valhalla Holdings Inc. Employee Stock Ownership Plan and Trust | - | 464 | $16,566,101 | $994,785 | $2,144iApproximate average salary by contribution assumption: employee only about $53,598 at 4% or $35,732 at 6%; with 50% employer match about $35,732 at 4% or $23,821 at 6%; with 100% employer match about $26,799 at 4% or $17,866 at 6%. |
| Valhalla Holdings Inc. 401(K) | - | 563 | $8,797,683 | $1,748,854 | $3,106iApproximate average salary by contribution assumption: employee only about $77,658 at 4% or $51,772 at 6%; with 50% employer match about $51,772 at 4% or $34,515 at 6%; with 100% employer match about $38,829 at 4% or $25,886 at 6%. |
| Valhalla Holdings Inc. Wrap Plan | - | 615 | - | - | - |
| 2022 | 3 | 632 | $20,941,987 | $2,388,584 | $3,779iApproximate average salary by contribution assumption: employee only about $94,485 at 4% or $62,990 at 6%; with 50% employer match about $62,990 at 4% or $41,993 at 6%; with 100% employer match about $47,243 at 4% or $31,495 at 6%. |
| Valhalla Holdings Inc. Employee Stock Ownership Plan and Trust | - | 632 | $13,766,101 | $914,840 | $1,448iApproximate average salary by contribution assumption: employee only about $36,188 at 4% or $24,126 at 6%; with 50% employer match about $24,126 at 4% or $16,084 at 6%; with 100% employer match about $18,094 at 4% or $12,063 at 6%. |
| Valhalla Holdings Inc. 401(K) | - | 434 | $7,175,886 | $1,473,744 | $3,396iApproximate average salary by contribution assumption: employee only about $84,893 at 4% or $56,595 at 6%; with 50% employer match about $56,595 at 4% or $37,730 at 6%; with 100% employer match about $42,447 at 4% or $28,298 at 6%. |
| Valhalla Holdings Inc. Wrap Plan | - | 587 | - | - | - |
| 2021 | 3 | 654 | $18,564,598 | $2,718,208 | $4,156iApproximate average salary by contribution assumption: employee only about $103,907 at 4% or $69,271 at 6%; with 50% employer match about $69,271 at 4% or $46,181 at 6%; with 100% employer match about $51,954 at 4% or $34,636 at 6%. |
| Valhalla Holdings Inc. Employee Stock Ownership Plan and Trust | - | 470 | $11,376,149 | $824,049 | $1,753iApproximate average salary by contribution assumption: employee only about $43,832 at 4% or $29,222 at 6%; with 50% employer match about $29,222 at 4% or $19,481 at 6%; with 100% employer match about $21,916 at 4% or $14,611 at 6%. |
| Valhalla Holdings Inc. 401(K) | - | 455 | $7,188,449 | $1,894,159 | $4,163iApproximate average salary by contribution assumption: employee only about $104,075 at 4% or $69,383 at 6%; with 50% employer match about $69,383 at 4% or $46,255 at 6%; with 100% employer match about $52,037 at 4% or $34,692 at 6%. |
| Valhalla Holdings Inc. Wrap Plan | - | 654 | - | - | - |
| 2020 | 3 | 704 | $17,255,704 | $1,964,356 | $2,790iApproximate average salary by contribution assumption: employee only about $69,757 at 4% or $46,505 at 6%; with 50% employer match about $46,505 at 4% or $31,003 at 6%; with 100% employer match about $34,878 at 4% or $23,252 at 6%. |
| Valhalla Holdings Inc. Employee Stock Ownership Plan and Trust | - | 486 | $12,082,673 | $675,170 | $1,389iApproximate average salary by contribution assumption: employee only about $34,731 at 4% or $23,154 at 6%; with 50% employer match about $23,154 at 4% or $15,436 at 6%; with 100% employer match about $17,365 at 4% or $11,577 at 6%. |
| Valhalla Holdings Inc. 401(K) | - | 454 | $5,173,031 | $1,289,186 | $2,840iApproximate average salary by contribution assumption: employee only about $70,990 at 4% or $47,327 at 6%; with 50% employer match about $47,327 at 4% or $31,551 at 6%; with 100% employer match about $35,495 at 4% or $23,663 at 6%. |
| Valhalla Holdings Inc. Wrap Plan | - | 704 | - | - | - |
| 2019 | 3 | 373 | $11,868,065 | $1,236,135 | $3,314iApproximate average salary by contribution assumption: employee only about $82,851 at 4% or $55,234 at 6%; with 50% employer match about $55,234 at 4% or $36,823 at 6%; with 100% employer match about $41,425 at 4% or $27,617 at 6%. |
| Valhalla Holdings Inc. Employee Stock Ownership Plan and Trust | - | 373 | $8,032,547 | $693,258 | $1,859iApproximate average salary by contribution assumption: employee only about $46,465 at 4% or $30,977 at 6%; with 50% employer match about $30,977 at 4% or $20,651 at 6%; with 100% employer match about $23,233 at 4% or $15,488 at 6%. |
| Valhalla Holdings Inc. 401(K) | - | 341 | $3,835,518 | $542,877 | $1,592iApproximate average salary by contribution assumption: employee only about $39,800 at 4% or $26,534 at 6%; with 50% employer match about $26,534 at 4% or $17,689 at 6%; with 100% employer match about $19,900 at 4% or $13,267 at 6%. |
| Valhalla Holdings Inc. Wrap Plan | - | 281 | - | - | - |
| 2018 | 3 | 347 | $10,860,950 | $888,838 | $2,561iApproximate average salary by contribution assumption: employee only about $64,037 at 4% or $42,692 at 6%; with 50% employer match about $42,692 at 4% or $28,461 at 6%; with 100% employer match about $32,019 at 4% or $21,346 at 6%. |
| Valhalla Holdings Inc. Employee Stock Ownership Plan and Trust | - | 347 | $7,143,394 | $506,430 | $1,459iApproximate average salary by contribution assumption: employee only about $36,486 at 4% or $24,324 at 6%; with 50% employer match about $24,324 at 4% or $16,216 at 6%; with 100% employer match about $18,243 at 4% or $12,162 at 6%. |
| Valhalla Holdings Inc. 401(K) | - | 311 | $3,717,556 | $382,408 | $1,230iApproximate average salary by contribution assumption: employee only about $30,740 at 4% or $20,493 at 6%; with 50% employer match about $20,493 at 4% or $13,662 at 6%; with 100% employer match about $15,370 at 4% or $10,247 at 6%. |
| Valhalla Holdings Inc. Wrap Plan | - | 263 | - | - | - |
| 2017 | 3 | 279 | $10,673,475 | $1,099,757 | $3,942iApproximate average salary by contribution assumption: employee only about $98,545 at 4% or $65,696 at 6%; with 50% employer match about $65,696 at 4% or $43,798 at 6%; with 100% employer match about $49,272 at 4% or $32,848 at 6%. |
| Valhalla Holdings Inc. Employee Stock Ownership Plan and Trust | - | 279 | $7,062,188 | $486,950 | $1,745iApproximate average salary by contribution assumption: employee only about $43,634 at 4% or $29,089 at 6%; with 50% employer match about $29,089 at 4% or $19,393 at 6%; with 100% employer match about $21,817 at 4% or $14,545 at 6%. |
| Valhalla Holdings Inc. 401(K) | - | 275 | $3,611,287 | $612,807 | $2,228iApproximate average salary by contribution assumption: employee only about $55,710 at 4% or $37,140 at 6%; with 50% employer match about $37,140 at 4% or $24,760 at 6%; with 100% employer match about $27,855 at 4% or $18,570 at 6%. |
| Valhalla Holdings Inc. Wrap Plan | - | 259 | - | - | - |
| 2016 | 3 | 270 | $9,907,635 | $789,324 | $2,923iApproximate average salary by contribution assumption: employee only about $73,086 at 4% or $48,724 at 6%; with 50% employer match about $48,724 at 4% or $32,482 at 6%; with 100% employer match about $36,543 at 4% or $24,362 at 6%. |
| Valhalla Holdings Inc. Employee Stock Ownership Plan and Trust | - | 270 | $6,542,730 | $452,578 | $1,676iApproximate average salary by contribution assumption: employee only about $41,905 at 4% or $27,937 at 6%; with 50% employer match about $27,937 at 4% or $18,625 at 6%; with 100% employer match about $20,953 at 4% or $13,968 at 6%. |
| Valhalla Holdings Inc. 401(K) | - | 253 | $3,364,905 | $336,746 | $1,331iApproximate average salary by contribution assumption: employee only about $33,275 at 4% or $22,184 at 6%; with 50% employer match about $22,184 at 4% or $14,789 at 6%; with 100% employer match about $16,638 at 4% or $11,092 at 6%. |
| Valhalla Holdings Inc. Wrap Plan | - | 201 | - | - | - |
| 2015 | 3 | 248 | $10,255,865 | $477,915 | $1,927iApproximate average salary by contribution assumption: employee only about $48,177 at 4% or $32,118 at 6%; with 50% employer match about $32,118 at 4% or $21,412 at 6%; with 100% employer match about $24,088 at 4% or $16,059 at 6%. |
| Valhalla Holdings Inc. Employee Stock Ownership Plan and Trust | - | 248 | $7,322,051 | $5,000 | $20iApproximate average salary by contribution assumption: employee only about $504 at 4% or $336 at 6%; with 50% employer match about $336 at 4% or $224 at 6%; with 100% employer match about $252 at 4% or $168 at 6%. |
| Valhalla Holdings Inc. Employee Stock Ownership Plan and Trust | - | 225 | $2,933,814 | $472,915 | $2,102iApproximate average salary by contribution assumption: employee only about $52,546 at 4% or $35,031 at 6%; with 50% employer match about $35,031 at 4% or $23,354 at 6%; with 100% employer match about $26,273 at 4% or $17,515 at 6%. |
| Valhalla Holdings Inc. Wrap Plan | - | 158 | - | - | - |
| 2014 | 3 | 235 | $9,727,027 | $1,195,367 | $5,087iApproximate average salary by contribution assumption: employee only about $127,167 at 4% or $84,778 at 6%; with 50% employer match about $84,778 at 4% or $56,519 at 6%; with 100% employer match about $63,583 at 4% or $42,389 at 6%. |
| Valhalla Holdings Inc. Employee Stock Ownership Plan and Trust | - | 235 | $7,221,675 | $415,000 | $1,766iApproximate average salary by contribution assumption: employee only about $44,149 at 4% or $29,433 at 6%; with 50% employer match about $29,433 at 4% or $19,622 at 6%; with 100% employer match about $22,074 at 4% or $14,716 at 6%. |
| Valhalla Holdings Inc. Employee Stock Ownership Plan and Trust | - | 219 | $2,505,352 | $780,367 | $3,563iApproximate average salary by contribution assumption: employee only about $89,083 at 4% or $59,389 at 6%; with 50% employer match about $59,389 at 4% or $39,592 at 6%; with 100% employer match about $44,541 at 4% or $29,694 at 6%. |
| Valhalla Holdings Inc. Wrap Plan | - | 118 | - | - | - |
| 2013 | 2 | 232 | $8,831,677 | $2,337,760 | $10,077iApproximate average salary by contribution assumption: employee only about $251,914 at 4% or $167,943 at 6%; with 50% employer match about $167,943 at 4% or $111,962 at 6%; with 100% employer match about $125,957 at 4% or $83,971 at 6%. |
| Valhalla Holdings Inc. Employee Stock Ownership Plan and Trust | - | 214 | $6,805,254 | $377,512 | $1,764iApproximate average salary by contribution assumption: employee only about $44,102 at 4% or $29,401 at 6%; with 50% employer match about $29,401 at 4% or $19,601 at 6%; with 100% employer match about $22,051 at 4% or $14,701 at 6%. |
| Valhalla Holdings Inc. Employee Stock Ownership Plan and Trust | - | 232 | $2,026,423 | $1,960,248 | $8,449iApproximate average salary by contribution assumption: employee only about $211,234 at 4% or $140,822 at 6%; with 50% employer match about $140,822 at 4% or $93,882 at 6%; with 100% employer match about $105,617 at 4% or $70,411 at 6%. |
| 2012 | 1 | 185 | $7,060,000 | $333,332 | $1,802iApproximate average salary by contribution assumption: employee only about $45,045 at 4% or $30,030 at 6%; with 50% employer match about $30,030 at 4% or $20,020 at 6%; with 100% employer match about $22,522 at 4% or $15,015 at 6%. |
| Valhalla Holdings Inc. Employee Stock Ownership Plan and Trust | - | 185 | $7,060,000 | $333,332 | $1,802iApproximate average salary by contribution assumption: employee only about $45,045 at 4% or $30,030 at 6%; with 50% employer match about $30,030 at 4% or $20,020 at 6%; with 100% employer match about $22,522 at 4% or $15,015 at 6%. |
| 2011 | 1 | 133 | $5,100,000 | $293,140 | $2,204iApproximate average salary by contribution assumption: employee only about $55,102 at 4% or $36,734 at 6%; with 50% employer match about $36,734 at 4% or $24,490 at 6%; with 100% employer match about $27,551 at 4% or $18,367 at 6%. |
| Valhalla Holdings Inc. Employee Stock Ownership Plan and Trust | - | 133 | $5,100,000 | $293,140 | $2,204iApproximate average salary by contribution assumption: employee only about $55,102 at 4% or $36,734 at 6%; with 50% employer match about $36,734 at 4% or $24,490 at 6%; with 100% employer match about $27,551 at 4% or $18,367 at 6%. |
| 2010 | 1 | 120 | $5,620,000 | $259,070 | $2,159iApproximate average salary by contribution assumption: employee only about $53,973 at 4% or $35,982 at 6%; with 50% employer match about $35,982 at 4% or $23,988 at 6%; with 100% employer match about $26,986 at 4% or $17,991 at 6%. |
| Valhalla Holdings Inc. Employee Stock Ownership Plan and Trust | - | 120 | $5,620,000 | $259,070 | $2,159iApproximate average salary by contribution assumption: employee only about $53,973 at 4% or $35,982 at 6%; with 50% employer match about $35,982 at 4% or $23,988 at 6%; with 100% employer match about $26,986 at 4% or $17,991 at 6%. |
| 2009 | 1 | 115 | $4,100,000 | $225,000 | $1,957iApproximate average salary by contribution assumption: employee only about $48,913 at 4% or $32,609 at 6%; with 50% employer match about $32,609 at 4% or $21,739 at 6%; with 100% employer match about $24,457 at 4% or $16,304 at 6%. |
| Valhalla Holdings Inc. Employee Stock Ownership Plan and Trust | - | 115 | $4,100,000 | $225,000 | $1,957iApproximate average salary by contribution assumption: employee only about $48,913 at 4% or $32,609 at 6%; with 50% employer match about $32,609 at 4% or $21,739 at 6%; with 100% employer match about $24,457 at 4% or $16,304 at 6%. |
| 2008 | 1 | 93 | $0 | $0 | - |
| Valhalla Holdings Inc. Employee Stock Ownership Plan and Trust | - | 93 | - | - | - |