Civic Intelligence

The Valence Group

Plan context: The Valence Group 401(K) Plan

EIN 26-1705036 • New York, NY • 10 filings • 1 plans

90 Park Avenue27th FloorNew York, NY 10016
Current Snapshot

Latest Year

2019

2019 Participants

9

2019 Assets

$659,982

2019 Contributions

$24,715

Historical Graphs

Total Assets Over Time

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

$659,982$329,991$0201020142018YearValue
$659,982Latest year 2018

Participants Over Time

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

1370201020142018YearValue
9Latest year 2018

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
201910$0$24,715-
The Valence Group 401(K) Plan-0$0$24,715-
201819$659,982$48,601$5,400iApproximate average salary by contribution assumption: employee only about $135,003 at 4% or $90,002 at 6%; with 50% employer match about $90,002 at 4% or $60,001 at 6%; with 100% employer match about $67,501 at 4% or $45,001 at 6%.
The Valence Group 401(K) Plan-9$659,982$48,601$5,400iApproximate average salary by contribution assumption: employee only about $135,003 at 4% or $90,002 at 6%; with 50% employer match about $90,002 at 4% or $60,001 at 6%; with 100% employer match about $67,501 at 4% or $45,001 at 6%.
201718$614,330$104,411$13,051iApproximate average salary by contribution assumption: employee only about $326,284 at 4% or $217,523 at 6%; with 50% employer match about $217,523 at 4% or $145,015 at 6%; with 100% employer match about $163,142 at 4% or $108,761 at 6%.
The Valence Group 401(K) Plan-8$614,330$104,411$13,051iApproximate average salary by contribution assumption: employee only about $326,284 at 4% or $217,523 at 6%; with 50% employer match about $217,523 at 4% or $145,015 at 6%; with 100% employer match about $163,142 at 4% or $108,761 at 6%.
2016112$515,647$100,070$8,339iApproximate average salary by contribution assumption: employee only about $208,479 at 4% or $138,986 at 6%; with 50% employer match about $138,986 at 4% or $92,657 at 6%; with 100% employer match about $104,240 at 4% or $69,493 at 6%.
The Valence Group 401(K) Plan-12$515,647$100,070$8,339iApproximate average salary by contribution assumption: employee only about $208,479 at 4% or $138,986 at 6%; with 50% employer match about $138,986 at 4% or $92,657 at 6%; with 100% employer match about $104,240 at 4% or $69,493 at 6%.
2015113$429,988$84,155$6,473iApproximate average salary by contribution assumption: employee only about $161,837 at 4% or $107,891 at 6%; with 50% employer match about $107,891 at 4% or $71,927 at 6%; with 100% employer match about $80,918 at 4% or $53,946 at 6%.
The Valence Group 401(K) Plan-13$429,988$84,155$6,473iApproximate average salary by contribution assumption: employee only about $161,837 at 4% or $107,891 at 6%; with 50% employer match about $107,891 at 4% or $71,927 at 6%; with 100% employer match about $80,918 at 4% or $53,946 at 6%.
201419$373,975$81,292$9,032iApproximate average salary by contribution assumption: employee only about $225,811 at 4% or $150,541 at 6%; with 50% employer match about $150,541 at 4% or $100,360 at 6%; with 100% employer match about $112,906 at 4% or $75,270 at 6%.
The Valence Group 401(K) Plan-9$373,975$81,292$9,032iApproximate average salary by contribution assumption: employee only about $225,811 at 4% or $150,541 at 6%; with 50% employer match about $150,541 at 4% or $100,360 at 6%; with 100% employer match about $112,906 at 4% or $75,270 at 6%.
201316$276,423$98,238$16,373iApproximate average salary by contribution assumption: employee only about $409,325 at 4% or $272,883 at 6%; with 50% employer match about $272,883 at 4% or $181,922 at 6%; with 100% employer match about $204,663 at 4% or $136,442 at 6%.
The Valence Group 401(K) Plan-6$276,423$98,238$16,373iApproximate average salary by contribution assumption: employee only about $409,325 at 4% or $272,883 at 6%; with 50% employer match about $272,883 at 4% or $181,922 at 6%; with 100% employer match about $204,663 at 4% or $136,442 at 6%.
201216$176,285$100,953$16,826iApproximate average salary by contribution assumption: employee only about $420,638 at 4% or $280,425 at 6%; with 50% employer match about $280,425 at 4% or $186,950 at 6%; with 100% employer match about $210,319 at 4% or $140,213 at 6%.
The Valence Group 401(K) Plan-6$176,285$100,953$16,826iApproximate average salary by contribution assumption: employee only about $420,638 at 4% or $280,425 at 6%; with 50% employer match about $280,425 at 4% or $186,950 at 6%; with 100% employer match about $210,319 at 4% or $140,213 at 6%.
201113$61,804$49,500$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
The Valence Group 401(K) Plan-3$61,804$49,500$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
201012$15,669$14,798$7,399iApproximate average salary by contribution assumption: employee only about $184,975 at 4% or $123,317 at 6%; with 50% employer match about $123,317 at 4% or $82,211 at 6%; with 100% employer match about $92,488 at 4% or $61,658 at 6%.
The Valence Group 401(K) Plan-2$15,669$14,798$7,399iApproximate average salary by contribution assumption: employee only about $184,975 at 4% or $123,317 at 6%; with 50% employer match about $123,317 at 4% or $82,211 at 6%; with 100% employer match about $92,488 at 4% or $61,658 at 6%.