Valentine Research Inc.
Plan context: Valentine Research 401K Plan
EIN 31-1070907 • Cincinnati, OH • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
19
2024 Assets
$6,890,136
2024 Contributions
$38,704
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 19 | $6,890,136 | $38,704 | $2,037iApproximate average salary by contribution assumption: employee only about $50,926 at 4% or $33,951 at 6%; with 50% employer match about $33,951 at 4% or $22,634 at 6%; with 100% employer match about $25,463 at 4% or $16,975 at 6%. |
| Valentine Research 401K Plan | - | 19 | $6,890,136 | $38,704 | $2,037iApproximate average salary by contribution assumption: employee only about $50,926 at 4% or $33,951 at 6%; with 50% employer match about $33,951 at 4% or $22,634 at 6%; with 100% employer match about $25,463 at 4% or $16,975 at 6%. |
| 2023 | 1 | 19 | $6,473,574 | $35,843 | $1,886iApproximate average salary by contribution assumption: employee only about $47,162 at 4% or $31,441 at 6%; with 50% employer match about $31,441 at 4% or $20,961 at 6%; with 100% employer match about $23,581 at 4% or $15,721 at 6%. |
| Valentine Research 401K Plan | - | 19 | $6,473,574 | $35,843 | $1,886iApproximate average salary by contribution assumption: employee only about $47,162 at 4% or $31,441 at 6%; with 50% employer match about $31,441 at 4% or $20,961 at 6%; with 100% employer match about $23,581 at 4% or $15,721 at 6%. |
| 2022 | 1 | 21 | $6,123,588 | $76,121 | $3,625iApproximate average salary by contribution assumption: employee only about $90,620 at 4% or $60,413 at 6%; with 50% employer match about $60,413 at 4% or $40,276 at 6%; with 100% employer match about $45,310 at 4% or $30,207 at 6%. |
| Valentine Research 401K Plan | - | 21 | $6,123,588 | $76,121 | $3,625iApproximate average salary by contribution assumption: employee only about $90,620 at 4% or $60,413 at 6%; with 50% employer match about $60,413 at 4% or $40,276 at 6%; with 100% employer match about $45,310 at 4% or $30,207 at 6%. |
| 2021 | 1 | 19 | $7,092,029 | $67,039 | $3,528iApproximate average salary by contribution assumption: employee only about $88,209 at 4% or $58,806 at 6%; with 50% employer match about $58,806 at 4% or $39,204 at 6%; with 100% employer match about $44,105 at 4% or $29,403 at 6%. |
| Valentine Research 401K Plan | - | 19 | $7,092,029 | $67,039 | $3,528iApproximate average salary by contribution assumption: employee only about $88,209 at 4% or $58,806 at 6%; with 50% employer match about $58,806 at 4% or $39,204 at 6%; with 100% employer match about $44,105 at 4% or $29,403 at 6%. |
| 2020 | 1 | 21 | $7,865,470 | $54,672 | $2,603iApproximate average salary by contribution assumption: employee only about $65,086 at 4% or $43,390 at 6%; with 50% employer match about $43,390 at 4% or $28,927 at 6%; with 100% employer match about $32,543 at 4% or $21,695 at 6%. |
| Valentine Research 401K Plan | - | 21 | $7,865,470 | $54,672 | $2,603iApproximate average salary by contribution assumption: employee only about $65,086 at 4% or $43,390 at 6%; with 50% employer match about $43,390 at 4% or $28,927 at 6%; with 100% employer match about $32,543 at 4% or $21,695 at 6%. |
| 2019 | 1 | 23 | $8,158,630 | $79,234 | $3,445iApproximate average salary by contribution assumption: employee only about $86,124 at 4% or $57,416 at 6%; with 50% employer match about $57,416 at 4% or $38,277 at 6%; with 100% employer match about $43,062 at 4% or $28,708 at 6%. |
| Valentine Research 401K Plan | - | 23 | $8,158,630 | $79,234 | $3,445iApproximate average salary by contribution assumption: employee only about $86,124 at 4% or $57,416 at 6%; with 50% employer match about $57,416 at 4% or $38,277 at 6%; with 100% employer match about $43,062 at 4% or $28,708 at 6%. |
| 2018 | 1 | 27 | $9,366,895 | $92,215 | $3,415iApproximate average salary by contribution assumption: employee only about $85,384 at 4% or $56,923 at 6%; with 50% employer match about $56,923 at 4% or $37,949 at 6%; with 100% employer match about $42,692 at 4% or $28,461 at 6%. |
| Valentine Research 401K Plan | - | 27 | $9,366,895 | $92,215 | $3,415iApproximate average salary by contribution assumption: employee only about $85,384 at 4% or $56,923 at 6%; with 50% employer match about $56,923 at 4% or $37,949 at 6%; with 100% employer match about $42,692 at 4% or $28,461 at 6%. |
| 2017 | 1 | 28 | $10,093,501 | $90,120 | $3,219iApproximate average salary by contribution assumption: employee only about $80,464 at 4% or $53,643 at 6%; with 50% employer match about $53,643 at 4% or $35,762 at 6%; with 100% employer match about $40,232 at 4% or $26,821 at 6%. |
| Valentine Research 401K Plan | - | 28 | $10,093,501 | $90,120 | $3,219iApproximate average salary by contribution assumption: employee only about $80,464 at 4% or $53,643 at 6%; with 50% employer match about $53,643 at 4% or $35,762 at 6%; with 100% employer match about $40,232 at 4% or $26,821 at 6%. |
| 2016 | 1 | 29 | $9,048,382 | $212,061 | $7,312iApproximate average salary by contribution assumption: employee only about $182,811 at 4% or $121,874 at 6%; with 50% employer match about $121,874 at 4% or $81,249 at 6%; with 100% employer match about $91,406 at 4% or $60,937 at 6%. |
| Valentine Research 401K Plan | - | 29 | $9,048,382 | $212,061 | $7,312iApproximate average salary by contribution assumption: employee only about $182,811 at 4% or $121,874 at 6%; with 50% employer match about $121,874 at 4% or $81,249 at 6%; with 100% employer match about $91,406 at 4% or $60,937 at 6%. |
| 2015 | 1 | 29 | $9,286,887 | $716,682 | $24,713iApproximate average salary by contribution assumption: employee only about $617,829 at 4% or $411,886 at 6%; with 50% employer match about $411,886 at 4% or $274,591 at 6%; with 100% employer match about $308,915 at 4% or $205,943 at 6%. |
| Valentine Research 401K Plan | - | 29 | $9,286,887 | $716,682 | $24,713iApproximate average salary by contribution assumption: employee only about $617,829 at 4% or $411,886 at 6%; with 50% employer match about $411,886 at 4% or $274,591 at 6%; with 100% employer match about $308,915 at 4% or $205,943 at 6%. |
| 2014 | 1 | 32 | $9,462,543 | $751,713 | $23,491iApproximate average salary by contribution assumption: employee only about $587,276 at 4% or $391,517 at 6%; with 50% employer match about $391,517 at 4% or $261,011 at 6%; with 100% employer match about $293,638 at 4% or $195,759 at 6%. |
| Valentine Research 401K Plan | - | 32 | $9,462,543 | $751,713 | $23,491iApproximate average salary by contribution assumption: employee only about $587,276 at 4% or $391,517 at 6%; with 50% employer match about $391,517 at 4% or $261,011 at 6%; with 100% employer match about $293,638 at 4% or $195,759 at 6%. |
| 2013 | 1 | 31 | $8,280,241 | $145,750 | $4,702iApproximate average salary by contribution assumption: employee only about $117,540 at 4% or $78,360 at 6%; with 50% employer match about $78,360 at 4% or $52,240 at 6%; with 100% employer match about $58,770 at 4% or $39,180 at 6%. |
| Valentine Research 401K Plan | - | 31 | $8,280,241 | $145,750 | $4,702iApproximate average salary by contribution assumption: employee only about $117,540 at 4% or $78,360 at 6%; with 50% employer match about $78,360 at 4% or $52,240 at 6%; with 100% employer match about $58,770 at 4% or $39,180 at 6%. |
| 2012 | 1 | 34 | $7,516,356 | $162,368 | $4,776iApproximate average salary by contribution assumption: employee only about $119,388 at 4% or $79,592 at 6%; with 50% employer match about $79,592 at 4% or $53,061 at 6%; with 100% employer match about $59,694 at 4% or $39,796 at 6%. |
| Valentine Research 401K Plan | - | 34 | $7,516,356 | $162,368 | $4,776iApproximate average salary by contribution assumption: employee only about $119,388 at 4% or $79,592 at 6%; with 50% employer match about $79,592 at 4% or $53,061 at 6%; with 100% employer match about $59,694 at 4% or $39,796 at 6%. |
| 2011 | 1 | 40 | $6,743,980 | $168,078 | $4,202iApproximate average salary by contribution assumption: employee only about $105,049 at 4% or $70,033 at 6%; with 50% employer match about $70,033 at 4% or $46,688 at 6%; with 100% employer match about $52,524 at 4% or $35,016 at 6%. |
| Valentine Research 401K Plan | - | 40 | $6,743,980 | $168,078 | $4,202iApproximate average salary by contribution assumption: employee only about $105,049 at 4% or $70,033 at 6%; with 50% employer match about $70,033 at 4% or $46,688 at 6%; with 100% employer match about $52,524 at 4% or $35,016 at 6%. |
| 2010 | 1 | 40 | $6,710,541 | $155,022 | $3,876iApproximate average salary by contribution assumption: employee only about $96,889 at 4% or $64,593 at 6%; with 50% employer match about $64,593 at 4% or $43,062 at 6%; with 100% employer match about $48,444 at 4% or $32,296 at 6%. |
| Valentine Research 401K Plan | - | 40 | $6,710,541 | $155,022 | $3,876iApproximate average salary by contribution assumption: employee only about $96,889 at 4% or $64,593 at 6%; with 50% employer match about $64,593 at 4% or $43,062 at 6%; with 100% employer match about $48,444 at 4% or $32,296 at 6%. |
| 2009 | 1 | 42 | $6,016,199 | $255,658 | $6,087iApproximate average salary by contribution assumption: employee only about $152,177 at 4% or $101,452 at 6%; with 50% employer match about $101,452 at 4% or $67,634 at 6%; with 100% employer match about $76,089 at 4% or $50,726 at 6%. |
| Valentine Research 401K Plan | - | 42 | $6,016,199 | $255,658 | $6,087iApproximate average salary by contribution assumption: employee only about $152,177 at 4% or $101,452 at 6%; with 50% employer match about $101,452 at 4% or $67,634 at 6%; with 100% employer match about $76,089 at 4% or $50,726 at 6%. |
| 2008 | 1 | 38 | $4,752,803 | $567,991 | $14,947iApproximate average salary by contribution assumption: employee only about $373,678 at 4% or $249,119 at 6%; with 50% employer match about $249,119 at 4% or $166,079 at 6%; with 100% employer match about $186,839 at 4% or $124,559 at 6%. |
| Valentine Research 401K Plan | - | 38 | $4,752,803 | $567,991 | $14,947iApproximate average salary by contribution assumption: employee only about $373,678 at 4% or $249,119 at 6%; with 50% employer match about $249,119 at 4% or $166,079 at 6%; with 100% employer match about $186,839 at 4% or $124,559 at 6%. |
| 2007 | 1 | 40 | $6,489,294 | $744,502 | $18,613iApproximate average salary by contribution assumption: employee only about $465,314 at 4% or $310,209 at 6%; with 50% employer match about $310,209 at 4% or $206,806 at 6%; with 100% employer match about $232,657 at 4% or $155,105 at 6%. |
| Valentine Research 401K Plan | - | 40 | $6,489,294 | $744,502 | $18,613iApproximate average salary by contribution assumption: employee only about $465,314 at 4% or $310,209 at 6%; with 50% employer match about $310,209 at 4% or $206,806 at 6%; with 100% employer match about $232,657 at 4% or $155,105 at 6%. |
| 2006 | 1 | 39 | $4,992,636 | $691,965 | $17,743iApproximate average salary by contribution assumption: employee only about $443,567 at 4% or $295,712 at 6%; with 50% employer match about $295,712 at 4% or $197,141 at 6%; with 100% employer match about $221,784 at 4% or $147,856 at 6%. |
| Valentine Research 401K Plan | - | 39 | $4,992,636 | $691,965 | $17,743iApproximate average salary by contribution assumption: employee only about $443,567 at 4% or $295,712 at 6%; with 50% employer match about $295,712 at 4% or $197,141 at 6%; with 100% employer match about $221,784 at 4% or $147,856 at 6%. |
| 2005 | 1 | 41 | $4,248,517 | $688,656 | $16,796iApproximate average salary by contribution assumption: employee only about $419,912 at 4% or $279,941 at 6%; with 50% employer match about $279,941 at 4% or $186,628 at 6%; with 100% employer match about $209,956 at 4% or $139,971 at 6%. |
| Valentine Research 401K Plan | - | 41 | $4,248,517 | $688,656 | $16,796iApproximate average salary by contribution assumption: employee only about $419,912 at 4% or $279,941 at 6%; with 50% employer match about $279,941 at 4% or $186,628 at 6%; with 100% employer match about $209,956 at 4% or $139,971 at 6%. |
| 2004 | 1 | 43 | $3,446,377 | $734,135 | $17,073iApproximate average salary by contribution assumption: employee only about $426,823 at 4% or $284,548 at 6%; with 50% employer match about $284,548 at 4% or $189,699 at 6%; with 100% employer match about $213,411 at 4% or $142,274 at 6%. |
| Valentine Research 401K Plan | - | 43 | $3,446,377 | $734,135 | $17,073iApproximate average salary by contribution assumption: employee only about $426,823 at 4% or $284,548 at 6%; with 50% employer match about $284,548 at 4% or $189,699 at 6%; with 100% employer match about $213,411 at 4% or $142,274 at 6%. |
| 2003 | 1 | 44 | $2,572,132 | $666,289 | $15,143iApproximate average salary by contribution assumption: employee only about $378,573 at 4% or $252,382 at 6%; with 50% employer match about $252,382 at 4% or $168,255 at 6%; with 100% employer match about $189,287 at 4% or $126,191 at 6%. |
| Valentine Research 401K Plan | - | 44 | $2,572,132 | $666,289 | $15,143iApproximate average salary by contribution assumption: employee only about $378,573 at 4% or $252,382 at 6%; with 50% employer match about $252,382 at 4% or $168,255 at 6%; with 100% employer match about $189,287 at 4% or $126,191 at 6%. |
| 2002 | 1 | 41 | $1,543,651 | $624,601 | $15,234iApproximate average salary by contribution assumption: employee only about $380,854 at 4% or $253,903 at 6%; with 50% employer match about $253,903 at 4% or $169,269 at 6%; with 100% employer match about $190,427 at 4% or $126,951 at 6%. |
| Valentine Research 401K Plan | - | 41 | $1,543,651 | $624,601 | $15,234iApproximate average salary by contribution assumption: employee only about $380,854 at 4% or $253,903 at 6%; with 50% employer match about $253,903 at 4% or $169,269 at 6%; with 100% employer match about $190,427 at 4% or $126,951 at 6%. |
| 2001 | 1 | 41 | $0 | $0 | - |
| Valentine Research 401K Plan | - | 41 | - | - | - |
| 2000 | 1 | 40 | $976,925 | $278,177 | $6,954iApproximate average salary by contribution assumption: employee only about $173,861 at 4% or $115,907 at 6%; with 50% employer match about $115,907 at 4% or $77,271 at 6%; with 100% employer match about $86,930 at 4% or $57,954 at 6%. |
| Valentine Research 401K Plan | - | 40 | $976,925 | $278,177 | $6,954iApproximate average salary by contribution assumption: employee only about $173,861 at 4% or $115,907 at 6%; with 50% employer match about $115,907 at 4% or $77,271 at 6%; with 100% employer match about $86,930 at 4% or $57,954 at 6%. |
| 1999 | 1 | 42 | $735,542 | $196,402 | $4,676iApproximate average salary by contribution assumption: employee only about $116,906 at 4% or $77,937 at 6%; with 50% employer match about $77,937 at 4% or $51,958 at 6%; with 100% employer match about $58,453 at 4% or $38,969 at 6%. |
| Valentine Research 401K Plan | - | 42 | $735,542 | $196,402 | $4,676iApproximate average salary by contribution assumption: employee only about $116,906 at 4% or $77,937 at 6%; with 50% employer match about $77,937 at 4% or $51,958 at 6%; with 100% employer match about $58,453 at 4% or $38,969 at 6%. |