Civic Intelligence

Valley Funeral Home Inc.

Plan context: Valley Funeral Home Inc. 401(K) Profit Sharing Plan

EIN 27-3647821 • Appleton, WI • 9 filings • 1 plans

2211 N Richmond StAppleton, WI 54911
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$614,307

2024 Contributions

$89,505

Historical Graphs

Total Assets Over Time

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

$614,307$307,154$0201620202023YearValue
$614,307Latest year 2023

Participants Over Time

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

840201620202023YearValue
3Latest year 2023

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
202410$0$0-
Valley Funeral Home Inc. 401(K) Profit Sharing Plan-0$0$0-
202313$614,307$89,505$29,835iApproximate average salary by contribution assumption: employee only about $745,875 at 4% or $497,250 at 6%; with 50% employer match about $497,250 at 4% or $331,500 at 6%; with 100% employer match about $372,938 at 4% or $248,625 at 6%.
Valley Funeral Home Inc. 401(K) Profit Sharing Plan-3$614,307$89,505$29,835iApproximate average salary by contribution assumption: employee only about $745,875 at 4% or $497,250 at 6%; with 50% employer match about $497,250 at 4% or $331,500 at 6%; with 100% employer match about $372,938 at 4% or $248,625 at 6%.
202215$510,838$91,185$18,237iApproximate average salary by contribution assumption: employee only about $455,925 at 4% or $303,950 at 6%; with 50% employer match about $303,950 at 4% or $202,633 at 6%; with 100% employer match about $227,963 at 4% or $151,975 at 6%.
Valley Funeral Home Inc. 401(K) Profit Sharing Plan-5$510,838$91,185$18,237iApproximate average salary by contribution assumption: employee only about $455,925 at 4% or $303,950 at 6%; with 50% employer match about $303,950 at 4% or $202,633 at 6%; with 100% employer match about $227,963 at 4% or $151,975 at 6%.
202115$512,141$87,577$17,515iApproximate average salary by contribution assumption: employee only about $437,885 at 4% or $291,923 at 6%; with 50% employer match about $291,923 at 4% or $194,616 at 6%; with 100% employer match about $218,943 at 4% or $145,962 at 6%.
Valley Funeral Home Inc. 401(K) Profit Sharing Plan-5$512,141$87,577$17,515iApproximate average salary by contribution assumption: employee only about $437,885 at 4% or $291,923 at 6%; with 50% employer match about $291,923 at 4% or $194,616 at 6%; with 100% employer match about $218,943 at 4% or $145,962 at 6%.
202017$400,143$89,231$12,747iApproximate average salary by contribution assumption: employee only about $318,682 at 4% or $212,455 at 6%; with 50% employer match about $212,455 at 4% or $141,637 at 6%; with 100% employer match about $159,341 at 4% or $106,227 at 6%.
Valley Funeral Home Inc. 401(K) Profit Sharing Plan-7$400,143$89,231$12,747iApproximate average salary by contribution assumption: employee only about $318,682 at 4% or $212,455 at 6%; with 50% employer match about $212,455 at 4% or $141,637 at 6%; with 100% employer match about $159,341 at 4% or $106,227 at 6%.
201916$289,487$88,402$14,734iApproximate average salary by contribution assumption: employee only about $368,342 at 4% or $245,561 at 6%; with 50% employer match about $245,561 at 4% or $163,707 at 6%; with 100% employer match about $184,171 at 4% or $122,781 at 6%.
Valley Funeral Home Inc. 401(K) Profit Sharing Plan-6$289,487$88,402$14,734iApproximate average salary by contribution assumption: employee only about $368,342 at 4% or $245,561 at 6%; with 50% employer match about $245,561 at 4% or $163,707 at 6%; with 100% employer match about $184,171 at 4% or $122,781 at 6%.
201817$172,783$89,126$12,732iApproximate average salary by contribution assumption: employee only about $318,307 at 4% or $212,205 at 6%; with 50% employer match about $212,205 at 4% or $141,470 at 6%; with 100% employer match about $159,154 at 4% or $106,102 at 6%.
Valley Funeral Home Inc. 401(K) Profit Sharing Plan-7$172,783$89,126$12,732iApproximate average salary by contribution assumption: employee only about $318,307 at 4% or $212,205 at 6%; with 50% employer match about $212,205 at 4% or $141,470 at 6%; with 100% employer match about $159,154 at 4% or $106,102 at 6%.
201716$93,683$56,120$9,353iApproximate average salary by contribution assumption: employee only about $233,833 at 4% or $155,889 at 6%; with 50% employer match about $155,889 at 4% or $103,926 at 6%; with 100% employer match about $116,917 at 4% or $77,944 at 6%.
Valley Funeral Home Inc. 401(K) Profit Sharing Plan-6$93,683$56,120$9,353iApproximate average salary by contribution assumption: employee only about $233,833 at 4% or $155,889 at 6%; with 50% employer match about $155,889 at 4% or $103,926 at 6%; with 100% employer match about $116,917 at 4% or $77,944 at 6%.
201618$33,870$33,771$4,221iApproximate average salary by contribution assumption: employee only about $105,534 at 4% or $70,356 at 6%; with 50% employer match about $70,356 at 4% or $46,904 at 6%; with 100% employer match about $52,767 at 4% or $35,178 at 6%.
Valley Funeral Home Inc. 401(K) Profit Sharing Plan-8$33,870$33,771$4,221iApproximate average salary by contribution assumption: employee only about $105,534 at 4% or $70,356 at 6%; with 50% employer match about $70,356 at 4% or $46,904 at 6%; with 100% employer match about $52,767 at 4% or $35,178 at 6%.