Civic Intelligence

Valley Wealth, Inc.

Plan context: Valley Wealth Inc. 401K Profit Sharing Plan

EIN 26-1224812 • Modesto, CA • 8 filings • 2 plans

300 Banner CourtSuite 1Modesto, CA 95356
Current Snapshot

Latest Year

2015

2015 Participants

9

2015 Assets

$662,121

2015 Contributions

$93,462

Historical Graphs

Total Assets Over Time

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

$662,121$331,061$0200820112014YearValue
$662,121Latest year 2014

Participants Over Time

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

950200820112014YearValue
9Latest year 2014

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
201510$0$0-
Valley Wealth Inc. 401K Profit Sharing Plan-0$0--
201419$662,121$93,462$10,385iApproximate average salary by contribution assumption: employee only about $259,617 at 4% or $173,078 at 6%; with 50% employer match about $173,078 at 4% or $115,385 at 6%; with 100% employer match about $129,808 at 4% or $86,539 at 6%.
Valley Wealth Inc. 401K Profit Sharing Plan-9$662,121$93,462$10,385iApproximate average salary by contribution assumption: employee only about $259,617 at 4% or $173,078 at 6%; with 50% employer match about $173,078 at 4% or $115,385 at 6%; with 100% employer match about $129,808 at 4% or $86,539 at 6%.
201319$563,736$183,241$20,360iApproximate average salary by contribution assumption: employee only about $509,003 at 4% or $339,335 at 6%; with 50% employer match about $339,335 at 4% or $226,223 at 6%; with 100% employer match about $254,501 at 4% or $169,668 at 6%.
Valley Wealth Inc. 401K Profit Sharing Plan-9$563,736$183,241$20,360iApproximate average salary by contribution assumption: employee only about $509,003 at 4% or $339,335 at 6%; with 50% employer match about $339,335 at 4% or $226,223 at 6%; with 100% employer match about $254,501 at 4% or $169,668 at 6%.
201216$277,425$61,637$10,273iApproximate average salary by contribution assumption: employee only about $256,821 at 4% or $171,214 at 6%; with 50% employer match about $171,214 at 4% or $114,143 at 6%; with 100% employer match about $128,410 at 4% or $85,607 at 6%.
Valley Wealth Inc. 401K Profit Sharing Plan-6$277,425$61,637$10,273iApproximate average salary by contribution assumption: employee only about $256,821 at 4% or $171,214 at 6%; with 50% employer match about $171,214 at 4% or $114,143 at 6%; with 100% employer match about $128,410 at 4% or $85,607 at 6%.
201113$190,070$22,941$7,647iApproximate average salary by contribution assumption: employee only about $191,175 at 4% or $127,450 at 6%; with 50% employer match about $127,450 at 4% or $84,967 at 6%; with 100% employer match about $95,588 at 4% or $63,725 at 6%.
Valley Wealth Inc. 401K Profit Sharing Plan-3$190,070$22,941$7,647iApproximate average salary by contribution assumption: employee only about $191,175 at 4% or $127,450 at 6%; with 50% employer match about $127,450 at 4% or $84,967 at 6%; with 100% employer match about $95,588 at 4% or $63,725 at 6%.
201013$174,671$14,780$4,927iApproximate average salary by contribution assumption: employee only about $123,167 at 4% or $82,111 at 6%; with 50% employer match about $82,111 at 4% or $54,741 at 6%; with 100% employer match about $61,583 at 4% or $41,056 at 6%.
Valley Wealth Inc. 401K Profit Sharing Plan-3$174,671$14,780$4,927iApproximate average salary by contribution assumption: employee only about $123,167 at 4% or $82,111 at 6%; with 50% employer match about $82,111 at 4% or $54,741 at 6%; with 100% employer match about $61,583 at 4% or $41,056 at 6%.
200912$156,871$21,449$10,725iApproximate average salary by contribution assumption: employee only about $268,113 at 4% or $178,742 at 6%; with 50% employer match about $178,742 at 4% or $119,161 at 6%; with 100% employer match about $134,056 at 4% or $89,371 at 6%.
Valley Wealth Inc. 401K Profit Sharing Plan-2$156,871$21,449$10,725iApproximate average salary by contribution assumption: employee only about $268,113 at 4% or $178,742 at 6%; with 50% employer match about $178,742 at 4% or $119,161 at 6%; with 100% employer match about $134,056 at 4% or $89,371 at 6%.
200813$120,252$161,751$53,917iApproximate average salary by contribution assumption: employee only about $1,347,925 at 4% or $898,617 at 6%; with 50% employer match about $898,617 at 4% or $599,078 at 6%; with 100% employer match about $673,963 at 4% or $449,308 at 6%.
Valley Wealth Inc. 401K Profit Sharing Plan-3$120,252$161,751$53,917iApproximate average salary by contribution assumption: employee only about $1,347,925 at 4% or $898,617 at 6%; with 50% employer match about $898,617 at 4% or $599,078 at 6%; with 100% employer match about $673,963 at 4% or $449,308 at 6%.