Civic Intelligence

Valcour Capital Holdings LLC

Plan context: Valcour Capital Holdings LLC 401 K Profit Sharing Plan Trust

EIN 30-0579653 • New Canaan, CT • 14 filings • 2 plans

182 W Hills RdNew Canaan, CT 06840
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$242,621

2024 Contributions

$2,526

Historical Graphs

Total Assets Over Time

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

$2,099,246$1,049,623$0201120182024YearValue
$242,621Latest year 2024

Participants Over Time

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

1160201120182024YearValue
1Latest 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
202411$242,621$0-
Valcour Capital Holdings LLC 401 K Profit Sharing Plan Trust-1$242,621--
202311$162,191$0-
Valcour Capital Holdings LLC 401 K Profit Sharing Plan Trust-1$162,191--
202211$113,516$0-
Valcour Capital Holdings LLC 401 K Profit Sharing Plan Trust-1$113,516--
202111$179,636$0-
Valcour Capital Holdings LLC 401 K Profit Sharing Plan Trust-1$179,636--
202016$2,099,246$0-
Valcour Capital Holdings LLC 401 K Profit Sharing Plan Trust-6$2,099,246--
201916$1,770,358$2,526$421iApproximate average salary by contribution assumption: employee only about $10,525 at 4% or $7,017 at 6%; with 50% employer match about $7,017 at 4% or $4,678 at 6%; with 100% employer match about $5,263 at 4% or $3,508 at 6%.
Valcour Capital Holdings LLC 401 K Profit Sharing Plan Trust-6$1,770,358$2,526$421iApproximate average salary by contribution assumption: employee only about $10,525 at 4% or $7,017 at 6%; with 50% employer match about $7,017 at 4% or $4,678 at 6%; with 100% employer match about $5,263 at 4% or $3,508 at 6%.
201817$1,398,978$58,772$8,396iApproximate average salary by contribution assumption: employee only about $209,900 at 4% or $139,933 at 6%; with 50% employer match about $139,933 at 4% or $93,289 at 6%; with 100% employer match about $104,950 at 4% or $69,967 at 6%.
Valcour Capital Holdings LLC 401 K Profit Sharing Plan Trust-7$1,398,978$58,772$8,396iApproximate average salary by contribution assumption: employee only about $209,900 at 4% or $139,933 at 6%; with 50% employer match about $139,933 at 4% or $93,289 at 6%; with 100% employer match about $104,950 at 4% or $69,967 at 6%.
201719$2,038,849$374,667$41,630iApproximate average salary by contribution assumption: employee only about $1,040,742 at 4% or $693,828 at 6%; with 50% employer match about $693,828 at 4% or $462,552 at 6%; with 100% employer match about $520,371 at 4% or $346,914 at 6%.
Valcour Capital Holdings LLC 401 K Profit Sharing Plan Trust-9$2,038,849$374,667$41,630iApproximate average salary by contribution assumption: employee only about $1,040,742 at 4% or $693,828 at 6%; with 50% employer match about $693,828 at 4% or $462,552 at 6%; with 100% employer match about $520,371 at 4% or $346,914 at 6%.
2016111$1,394,274$340,649$30,968iApproximate average salary by contribution assumption: employee only about $774,202 at 4% or $516,135 at 6%; with 50% employer match about $516,135 at 4% or $344,090 at 6%; with 100% employer match about $387,101 at 4% or $258,067 at 6%.
Valcour Capital Holdings LLC 401 K Profit Sharing Plan Trust-11$1,394,274$340,649$30,968iApproximate average salary by contribution assumption: employee only about $774,202 at 4% or $516,135 at 6%; with 50% employer match about $516,135 at 4% or $344,090 at 6%; with 100% employer match about $387,101 at 4% or $258,067 at 6%.
201510$0$315,607-
Valcour Capital Holdings LLC 401 K Profit Sharing Plan Trust-0$0$315,607-
2014110$618,726$303,694$30,369iApproximate average salary by contribution assumption: employee only about $759,235 at 4% or $506,157 at 6%; with 50% employer match about $506,157 at 4% or $337,438 at 6%; with 100% employer match about $379,618 at 4% or $253,078 at 6%.
Valcour Capital Holdings LLC 401 K Profit Sharing Plan Trust-10$618,726$303,694$30,369iApproximate average salary by contribution assumption: employee only about $759,235 at 4% or $506,157 at 6%; with 50% employer match about $506,157 at 4% or $337,438 at 6%; with 100% employer match about $379,618 at 4% or $253,078 at 6%.
2013110$272,189$134,782$13,478iApproximate average salary by contribution assumption: employee only about $336,955 at 4% or $224,637 at 6%; with 50% employer match about $224,637 at 4% or $149,758 at 6%; with 100% employer match about $168,478 at 4% or $112,318 at 6%.
Valcour Capital Holdings LLC 401 K Profit Sharing Plan Trust-10$272,189$134,782$13,478iApproximate average salary by contribution assumption: employee only about $336,955 at 4% or $224,637 at 6%; with 50% employer match about $224,637 at 4% or $149,758 at 6%; with 100% employer match about $168,478 at 4% or $112,318 at 6%.
201217$106,885$95,398$13,628iApproximate average salary by contribution assumption: employee only about $340,707 at 4% or $227,138 at 6%; with 50% employer match about $227,138 at 4% or $151,425 at 6%; with 100% employer match about $170,354 at 4% or $113,569 at 6%.
Valcour Capital Holdings LLC 401 K Profit Sharing Plan Trust-7$106,885$95,398$13,628iApproximate average salary by contribution assumption: employee only about $340,707 at 4% or $227,138 at 6%; with 50% employer match about $227,138 at 4% or $151,425 at 6%; with 100% employer match about $170,354 at 4% or $113,569 at 6%.
201111$8,071$8,213$8,213iApproximate average salary by contribution assumption: employee only about $205,325 at 4% or $136,883 at 6%; with 50% employer match about $136,883 at 4% or $91,256 at 6%; with 100% employer match about $102,663 at 4% or $68,442 at 6%.
Valcour Capital Holdings LLC 401 K Profit Sharing Plan Trust-1$8,071$8,213$8,213iApproximate average salary by contribution assumption: employee only about $205,325 at 4% or $136,883 at 6%; with 50% employer match about $136,883 at 4% or $91,256 at 6%; with 100% employer match about $102,663 at 4% or $68,442 at 6%.