Civic Intelligence

Medina Value Partners LLC

Plan context: Medina Value Partners LLC 401(K) Profit Sharing Plan & Trust

EIN 27-3472892 • 6 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$476,711

2024 Contributions

$138,875

Historical Graphs

Total Assets Over Time

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

$476,711$238,356$0201920222024YearValue
$476,711Latest year 2024

Participants Over Time

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

630201920222024YearValue
6Latest 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
202416$476,711$138,875$23,146iApproximate average salary by contribution assumption: employee only about $578,646 at 4% or $385,764 at 6%; with 50% employer match about $385,764 at 4% or $257,176 at 6%; with 100% employer match about $289,323 at 4% or $192,882 at 6%.
Medina Value Partners LLC 401(K) Profit Sharing Plan & Trust-6$476,711$138,875$23,146iApproximate average salary by contribution assumption: employee only about $578,646 at 4% or $385,764 at 6%; with 50% employer match about $385,764 at 4% or $257,176 at 6%; with 100% employer match about $289,323 at 4% or $192,882 at 6%.
202315$404,298$111,438$22,288iApproximate average salary by contribution assumption: employee only about $557,190 at 4% or $371,460 at 6%; with 50% employer match about $371,460 at 4% or $247,640 at 6%; with 100% employer match about $278,595 at 4% or $185,730 at 6%.
Medina Value Partners LLC 401(K) Profit Sharing Plan & Trust-5$404,298$111,438$22,288iApproximate average salary by contribution assumption: employee only about $557,190 at 4% or $371,460 at 6%; with 50% employer match about $371,460 at 4% or $247,640 at 6%; with 100% employer match about $278,595 at 4% or $185,730 at 6%.
202214$249,983$109,530$27,383iApproximate average salary by contribution assumption: employee only about $684,563 at 4% or $456,375 at 6%; with 50% employer match about $456,375 at 4% or $304,250 at 6%; with 100% employer match about $342,281 at 4% or $228,188 at 6%.
Medina Value Partners LLC 401(K) Profit Sharing Plan & Trust-4$249,983$109,530$27,383iApproximate average salary by contribution assumption: employee only about $684,563 at 4% or $456,375 at 6%; with 50% employer match about $456,375 at 4% or $304,250 at 6%; with 100% employer match about $342,281 at 4% or $228,188 at 6%.
202114$167,674$80,114$20,029iApproximate average salary by contribution assumption: employee only about $500,713 at 4% or $333,808 at 6%; with 50% employer match about $333,808 at 4% or $222,539 at 6%; with 100% employer match about $250,356 at 4% or $166,904 at 6%.
Medina Value Partners LLC 401(K) Profit Sharing Plan & Trust-4$167,674$80,114$20,029iApproximate average salary by contribution assumption: employee only about $500,713 at 4% or $333,808 at 6%; with 50% employer match about $333,808 at 4% or $222,539 at 6%; with 100% employer match about $250,356 at 4% or $166,904 at 6%.
202014$66,759$35,213$8,803iApproximate average salary by contribution assumption: employee only about $220,081 at 4% or $146,721 at 6%; with 50% employer match about $146,721 at 4% or $97,814 at 6%; with 100% employer match about $110,041 at 4% or $73,360 at 6%.
Medina Value Partners LLC 401(K) Profit Sharing Plan & Trust-4$66,759$35,213$8,803iApproximate average salary by contribution assumption: employee only about $220,081 at 4% or $146,721 at 6%; with 50% employer match about $146,721 at 4% or $97,814 at 6%; with 100% employer match about $110,041 at 4% or $73,360 at 6%.
201913$20,233$18,977$6,326iApproximate average salary by contribution assumption: employee only about $158,142 at 4% or $105,428 at 6%; with 50% employer match about $105,428 at 4% or $70,285 at 6%; with 100% employer match about $79,071 at 4% or $52,714 at 6%.
Medina Value Partners LLC 401(K) Profit Sharing Plan & Trust-3$20,233$18,977$6,326iApproximate average salary by contribution assumption: employee only about $158,142 at 4% or $105,428 at 6%; with 50% employer match about $105,428 at 4% or $70,285 at 6%; with 100% employer match about $79,071 at 4% or $52,714 at 6%.