Civic Intelligence

Competing Values LLC

Plan context: Competing Values LLC 401(K) Profit Sharing Plan

EIN 26-1965459 • Ann Arbor, MI • 12 filings • 1 plans

304 1/2 S State StreetAnn Arbor, MI 48104
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$816,304

2024 Contributions

$138,353

Historical Graphs

Total Assets Over Time

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

$816,304$408,152$0201320192024YearValue
$816,304Latest year 2024

Participants Over Time

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

1260201320192024YearValue
12Latest 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
2024112$816,304$138,353$11,529iApproximate average salary by contribution assumption: employee only about $288,235 at 4% or $192,157 at 6%; with 50% employer match about $192,157 at 4% or $128,105 at 6%; with 100% employer match about $144,118 at 4% or $96,078 at 6%.
Competing Values LLC 401(K) Profit Sharing Plan-12$816,304$138,353$11,529iApproximate average salary by contribution assumption: employee only about $288,235 at 4% or $192,157 at 6%; with 50% employer match about $192,157 at 4% or $128,105 at 6%; with 100% employer match about $144,118 at 4% or $96,078 at 6%.
2023112$598,416$70,593$5,883iApproximate average salary by contribution assumption: employee only about $147,069 at 4% or $98,046 at 6%; with 50% employer match about $98,046 at 4% or $65,364 at 6%; with 100% employer match about $73,534 at 4% or $49,023 at 6%.
Competing Values LLC 401(K) Profit Sharing Plan-12$598,416$70,593$5,883iApproximate average salary by contribution assumption: employee only about $147,069 at 4% or $98,046 at 6%; with 50% employer match about $98,046 at 4% or $65,364 at 6%; with 100% employer match about $73,534 at 4% or $49,023 at 6%.
2022112$442,090$103,808$8,651iApproximate average salary by contribution assumption: employee only about $216,267 at 4% or $144,178 at 6%; with 50% employer match about $144,178 at 4% or $96,119 at 6%; with 100% employer match about $108,133 at 4% or $72,089 at 6%.
Competing Values LLC 401(K) Profit Sharing Plan-12$442,090$103,808$8,651iApproximate average salary by contribution assumption: employee only about $216,267 at 4% or $144,178 at 6%; with 50% employer match about $144,178 at 4% or $96,119 at 6%; with 100% employer match about $108,133 at 4% or $72,089 at 6%.
202117$421,110$10,156$1,451iApproximate average salary by contribution assumption: employee only about $36,271 at 4% or $24,181 at 6%; with 50% employer match about $24,181 at 4% or $16,121 at 6%; with 100% employer match about $18,136 at 4% or $12,090 at 6%.
Competing Values LLC 401(K) Profit Sharing Plan-7$421,110$10,156$1,451iApproximate average salary by contribution assumption: employee only about $36,271 at 4% or $24,181 at 6%; with 50% employer match about $24,181 at 4% or $16,121 at 6%; with 100% employer match about $18,136 at 4% or $12,090 at 6%.
202015$351,712$9,350$1,870iApproximate average salary by contribution assumption: employee only about $46,750 at 4% or $31,167 at 6%; with 50% employer match about $31,167 at 4% or $20,778 at 6%; with 100% employer match about $23,375 at 4% or $15,583 at 6%.
Competing Values LLC 401(K) Profit Sharing Plan-5$351,712$9,350$1,870iApproximate average salary by contribution assumption: employee only about $46,750 at 4% or $31,167 at 6%; with 50% employer match about $31,167 at 4% or $20,778 at 6%; with 100% employer match about $23,375 at 4% or $15,583 at 6%.
201915$290,064$8,227$1,645iApproximate average salary by contribution assumption: employee only about $41,135 at 4% or $27,423 at 6%; with 50% employer match about $27,423 at 4% or $18,282 at 6%; with 100% employer match about $20,568 at 4% or $13,712 at 6%.
Competing Values LLC 401(K) Profit Sharing Plan-5$290,064$8,227$1,645iApproximate average salary by contribution assumption: employee only about $41,135 at 4% or $27,423 at 6%; with 50% employer match about $27,423 at 4% or $18,282 at 6%; with 100% employer match about $20,568 at 4% or $13,712 at 6%.
201815$230,835$4,022$804iApproximate average salary by contribution assumption: employee only about $20,110 at 4% or $13,407 at 6%; with 50% employer match about $13,407 at 4% or $8,938 at 6%; with 100% employer match about $10,055 at 4% or $6,703 at 6%.
Competing Values LLC 401(K) Profit Sharing Plan-5$230,835$4,022$804iApproximate average salary by contribution assumption: employee only about $20,110 at 4% or $13,407 at 6%; with 50% employer match about $13,407 at 4% or $8,938 at 6%; with 100% employer match about $10,055 at 4% or $6,703 at 6%.
201714$240,139$3,400$850iApproximate average salary by contribution assumption: employee only about $21,250 at 4% or $14,167 at 6%; with 50% employer match about $14,167 at 4% or $9,444 at 6%; with 100% employer match about $10,625 at 4% or $7,083 at 6%.
Competing Values LLC 401(K) Profit Sharing Plan-4$240,139$3,400$850iApproximate average salary by contribution assumption: employee only about $21,250 at 4% or $14,167 at 6%; with 50% employer match about $14,167 at 4% or $9,444 at 6%; with 100% employer match about $10,625 at 4% or $7,083 at 6%.
201614$203,522$3,357$839iApproximate average salary by contribution assumption: employee only about $20,981 at 4% or $13,988 at 6%; with 50% employer match about $13,988 at 4% or $9,325 at 6%; with 100% employer match about $10,491 at 4% or $6,994 at 6%.
Competing Values LLC 401(K) Profit Sharing Plan-4$203,522$3,357$839iApproximate average salary by contribution assumption: employee only about $20,981 at 4% or $13,988 at 6%; with 50% employer match about $13,988 at 4% or $9,325 at 6%; with 100% employer match about $10,491 at 4% or $6,994 at 6%.
201514$186,289$25,230$6,308iApproximate average salary by contribution assumption: employee only about $157,688 at 4% or $105,125 at 6%; with 50% employer match about $105,125 at 4% or $70,083 at 6%; with 100% employer match about $78,844 at 4% or $52,563 at 6%.
Competing Values LLC 401(K) Profit Sharing Plan-4$186,289$25,230$6,308iApproximate average salary by contribution assumption: employee only about $157,688 at 4% or $105,125 at 6%; with 50% employer match about $105,125 at 4% or $70,083 at 6%; with 100% employer match about $78,844 at 4% or $52,563 at 6%.
201414$164,426$35,932$8,983iApproximate average salary by contribution assumption: employee only about $224,575 at 4% or $149,717 at 6%; with 50% employer match about $149,717 at 4% or $99,811 at 6%; with 100% employer match about $112,288 at 4% or $74,858 at 6%.
Competing Values LLC 401(K) Profit Sharing Plan-4$164,426$35,932$8,983iApproximate average salary by contribution assumption: employee only about $224,575 at 4% or $149,717 at 6%; with 50% employer match about $149,717 at 4% or $99,811 at 6%; with 100% employer match about $112,288 at 4% or $74,858 at 6%.
201314$107,506$102,237$25,559iApproximate average salary by contribution assumption: employee only about $638,981 at 4% or $425,988 at 6%; with 50% employer match about $425,988 at 4% or $283,992 at 6%; with 100% employer match about $319,491 at 4% or $212,994 at 6%.
Competing Values LLC 401(K) Profit Sharing Plan-4$107,506$102,237$25,559iApproximate average salary by contribution assumption: employee only about $638,981 at 4% or $425,988 at 6%; with 50% employer match about $425,988 at 4% or $283,992 at 6%; with 100% employer match about $319,491 at 4% or $212,994 at 6%.