Civic Intelligence

Valle Makoff LLP

Plan context: Valle Makoff LLP 401(K) Profit Sharing Plan

EIN 27-1587480 • San Francisco, CA • 15 filings • 2 plans

201 Spear Street, Suite 1100San Francisco, CA 94105-6164
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$8,226,964

2024 Contributions

$752,726

Historical Graphs

Total Assets Over Time

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

$8,338,201$4,169,101$0201020172024YearValue
$8,226,964Latest year 2024

Participants Over Time

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

30150201020172024YearValue
30Latest 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
2024130$8,226,964$752,726$25,091iApproximate average salary by contribution assumption: employee only about $627,272 at 4% or $418,181 at 6%; with 50% employer match about $418,181 at 4% or $278,787 at 6%; with 100% employer match about $313,636 at 4% or $209,091 at 6%.
Valle Makoff LLP 401(K) Profit Sharing Plan-30$8,226,964$752,726$25,091iApproximate average salary by contribution assumption: employee only about $627,272 at 4% or $418,181 at 6%; with 50% employer match about $418,181 at 4% or $278,787 at 6%; with 100% employer match about $313,636 at 4% or $209,091 at 6%.
2023127$8,338,201$580,013$21,482iApproximate average salary by contribution assumption: employee only about $537,049 at 4% or $358,033 at 6%; with 50% employer match about $358,033 at 4% or $238,688 at 6%; with 100% employer match about $268,525 at 4% or $179,016 at 6%.
Valle Makoff LLP 401(K) Profit Sharing Plan-27$8,338,201$580,013$21,482iApproximate average salary by contribution assumption: employee only about $537,049 at 4% or $358,033 at 6%; with 50% employer match about $358,033 at 4% or $238,688 at 6%; with 100% employer match about $268,525 at 4% or $179,016 at 6%.
2022129$6,757,127$549,864$18,961iApproximate average salary by contribution assumption: employee only about $474,021 at 4% or $316,014 at 6%; with 50% employer match about $316,014 at 4% or $210,676 at 6%; with 100% employer match about $237,010 at 4% or $158,007 at 6%.
Valle Makoff LLP 401(K) Profit Sharing Plan-29$6,757,127$549,864$18,961iApproximate average salary by contribution assumption: employee only about $474,021 at 4% or $316,014 at 6%; with 50% employer match about $316,014 at 4% or $210,676 at 6%; with 100% employer match about $237,010 at 4% or $158,007 at 6%.
2021125$7,423,726$554,683$22,187iApproximate average salary by contribution assumption: employee only about $554,683 at 4% or $369,789 at 6%; with 50% employer match about $369,789 at 4% or $246,526 at 6%; with 100% employer match about $277,342 at 4% or $184,894 at 6%.
Valle Makoff LLP 401(K) Profit Sharing Plan-25$7,423,726$554,683$22,187iApproximate average salary by contribution assumption: employee only about $554,683 at 4% or $369,789 at 6%; with 50% employer match about $369,789 at 4% or $246,526 at 6%; with 100% employer match about $277,342 at 4% or $184,894 at 6%.
2020124$6,137,523$477,394$19,891iApproximate average salary by contribution assumption: employee only about $497,285 at 4% or $331,524 at 6%; with 50% employer match about $331,524 at 4% or $221,016 at 6%; with 100% employer match about $248,643 at 4% or $165,762 at 6%.
Valle Makoff LLP 401(K) Profit Sharing Plan-24$6,137,523$477,394$19,891iApproximate average salary by contribution assumption: employee only about $497,285 at 4% or $331,524 at 6%; with 50% employer match about $331,524 at 4% or $221,016 at 6%; with 100% employer match about $248,643 at 4% or $165,762 at 6%.
2019124$5,418,969$431,162$17,965iApproximate average salary by contribution assumption: employee only about $449,127 at 4% or $299,418 at 6%; with 50% employer match about $299,418 at 4% or $199,612 at 6%; with 100% employer match about $224,564 at 4% or $149,709 at 6%.
Valle Makoff LLP 401(K) Profit Sharing Plan-24$5,418,969$431,162$17,965iApproximate average salary by contribution assumption: employee only about $449,127 at 4% or $299,418 at 6%; with 50% employer match about $299,418 at 4% or $199,612 at 6%; with 100% employer match about $224,564 at 4% or $149,709 at 6%.
2018124$4,491,628$368,276$15,345iApproximate average salary by contribution assumption: employee only about $383,621 at 4% or $255,747 at 6%; with 50% employer match about $255,747 at 4% or $170,498 at 6%; with 100% employer match about $191,810 at 4% or $127,874 at 6%.
Valle Makoff LLP 401(K) Profit Sharing Plan-24$4,491,628$368,276$15,345iApproximate average salary by contribution assumption: employee only about $383,621 at 4% or $255,747 at 6%; with 50% employer match about $255,747 at 4% or $170,498 at 6%; with 100% employer match about $191,810 at 4% or $127,874 at 6%.
2017123$4,401,923$372,025$16,175iApproximate average salary by contribution assumption: employee only about $404,375 at 4% or $269,583 at 6%; with 50% employer match about $269,583 at 4% or $179,722 at 6%; with 100% employer match about $202,188 at 4% or $134,792 at 6%.
Valle Makoff LLP 401(K) Profit Sharing Plan-23$4,401,923$372,025$16,175iApproximate average salary by contribution assumption: employee only about $404,375 at 4% or $269,583 at 6%; with 50% employer match about $269,583 at 4% or $179,722 at 6%; with 100% employer match about $202,188 at 4% or $134,792 at 6%.
2016121$3,588,607$343,781$16,371iApproximate average salary by contribution assumption: employee only about $409,263 at 4% or $272,842 at 6%; with 50% employer match about $272,842 at 4% or $181,895 at 6%; with 100% employer match about $204,632 at 4% or $136,421 at 6%.
Valle Makoff LLP 401(K) Profit Sharing Plan-21$3,588,607$343,781$16,371iApproximate average salary by contribution assumption: employee only about $409,263 at 4% or $272,842 at 6%; with 50% employer match about $272,842 at 4% or $181,895 at 6%; with 100% employer match about $204,632 at 4% or $136,421 at 6%.
2015119$3,154,457$355,814$18,727iApproximate average salary by contribution assumption: employee only about $468,176 at 4% or $312,118 at 6%; with 50% employer match about $312,118 at 4% or $208,078 at 6%; with 100% employer match about $234,088 at 4% or $156,059 at 6%.
Valle Makoff LLP 401(K) Profit Sharing Plan-19$3,154,457$355,814$18,727iApproximate average salary by contribution assumption: employee only about $468,176 at 4% or $312,118 at 6%; with 50% employer match about $312,118 at 4% or $208,078 at 6%; with 100% employer match about $234,088 at 4% or $156,059 at 6%.
2014120$2,895,139$297,178$14,859iApproximate average salary by contribution assumption: employee only about $371,473 at 4% or $247,648 at 6%; with 50% employer match about $247,648 at 4% or $165,099 at 6%; with 100% employer match about $185,736 at 4% or $123,824 at 6%.
Valle Makoff LLP 401(K) Profit Sharing Plan-20$2,895,139$297,178$14,859iApproximate average salary by contribution assumption: employee only about $371,473 at 4% or $247,648 at 6%; with 50% employer match about $247,648 at 4% or $165,099 at 6%; with 100% employer match about $185,736 at 4% or $123,824 at 6%.
2013124$2,864,637$237,328$9,889iApproximate average salary by contribution assumption: employee only about $247,217 at 4% or $164,811 at 6%; with 50% employer match about $164,811 at 4% or $109,874 at 6%; with 100% employer match about $123,608 at 4% or $82,406 at 6%.
Valle Makoff LLP 401(K) Profit Sharing Plan-24$2,864,637$237,328$9,889iApproximate average salary by contribution assumption: employee only about $247,217 at 4% or $164,811 at 6%; with 50% employer match about $164,811 at 4% or $109,874 at 6%; with 100% employer match about $123,608 at 4% or $82,406 at 6%.
2012122$2,379,462$1,247,607$56,709iApproximate average salary by contribution assumption: employee only about $1,417,735 at 4% or $945,157 at 6%; with 50% employer match about $945,157 at 4% or $630,105 at 6%; with 100% employer match about $708,868 at 4% or $472,578 at 6%.
Valle Makoff LLP 401(K) Profit Sharing Plan-22$2,379,462$1,247,607$56,709iApproximate average salary by contribution assumption: employee only about $1,417,735 at 4% or $945,157 at 6%; with 50% employer match about $945,157 at 4% or $630,105 at 6%; with 100% employer match about $708,868 at 4% or $472,578 at 6%.
2011117$1,004,341$198,652$11,685iApproximate average salary by contribution assumption: employee only about $292,135 at 4% or $194,757 at 6%; with 50% employer match about $194,757 at 4% or $129,838 at 6%; with 100% employer match about $146,068 at 4% or $97,378 at 6%.
Valle Makoff LLP 401(K) Profit Sharing Plan-17$1,004,341$198,652$11,685iApproximate average salary by contribution assumption: employee only about $292,135 at 4% or $194,757 at 6%; with 50% employer match about $194,757 at 4% or $129,838 at 6%; with 100% employer match about $146,068 at 4% or $97,378 at 6%.
2010115$868,298$151,429$10,095iApproximate average salary by contribution assumption: employee only about $252,382 at 4% or $168,254 at 6%; with 50% employer match about $168,254 at 4% or $112,170 at 6%; with 100% employer match about $126,191 at 4% or $84,127 at 6%.
Valle Makoff LLP 401(K) Profit Sharing Plan-15$868,298$151,429$10,095iApproximate average salary by contribution assumption: employee only about $252,382 at 4% or $168,254 at 6%; with 50% employer match about $168,254 at 4% or $112,170 at 6%; with 100% employer match about $126,191 at 4% or $84,127 at 6%.