Civic Intelligence

Valued Relationships Inc.

Plan context: Valued Relationships Inc. 401(K)/Profit Sharing Plan

EIN 31-1274364 • Franklin, OH • 31 filings • 6 plans

1400 Commerce Center DriveFranklin, OH 45005
Current Snapshot

Latest Year

2023

2023 Participants

615

2023 Assets

$3,728,835

2023 Contributions

$1,138,353

Historical Graphs

Total Assets Over Time

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

$3,728,835$1,864,418$0200220122020YearValue
$3,728,835Latest year 2020

Participants Over Time

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

6153080200020132023YearValue
615Latest 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
20231615$0$0-
Valued Relationships Inc. Employee Benefit Plan-615---
20221512$0$0-
Valued Relationships Inc. Employee Benefit Plan-512---
20212346$0$1,138,353$3,290iApproximate average salary by contribution assumption: employee only about $82,251 at 4% or $54,834 at 6%; with 50% employer match about $54,834 at 4% or $36,556 at 6%; with 100% employer match about $41,125 at 4% or $27,417 at 6%.
Valued Relationships Inc. Employee Benefit Plan-346---
Valued Relationships Inc. 401(K)/Profit Sharing Plan-0-$1,138,353-
20202299$3,728,835$935,342$3,128iApproximate average salary by contribution assumption: employee only about $78,206 at 4% or $52,137 at 6%; with 50% employer match about $52,137 at 4% or $34,758 at 6%; with 100% employer match about $39,103 at 4% or $26,069 at 6%.
Valued Relationships Inc. 401(K)/Profit Sharing Plan-299$3,728,835$935,342$3,128iApproximate average salary by contribution assumption: employee only about $78,206 at 4% or $52,137 at 6%; with 50% employer match about $52,137 at 4% or $34,758 at 6%; with 100% employer match about $39,103 at 4% or $26,069 at 6%.
Valued Relationships Inc. Employee Benefit Plan-289---
20192296$2,698,745$834,456$2,819iApproximate average salary by contribution assumption: employee only about $70,478 at 4% or $46,985 at 6%; with 50% employer match about $46,985 at 4% or $31,323 at 6%; with 100% employer match about $35,239 at 4% or $23,493 at 6%.
Valued Relationships Inc. 401(K)/Profit Sharing Plan-279$2,698,745$834,456$2,991iApproximate average salary by contribution assumption: employee only about $74,772 at 4% or $49,848 at 6%; with 50% employer match about $49,848 at 4% or $33,232 at 6%; with 100% employer match about $37,386 at 4% or $24,924 at 6%.
Valued Relationships Inc. Employee Benefit Plan-296---
20182339$2,057,360$580,889$1,714iApproximate average salary by contribution assumption: employee only about $42,838 at 4% or $28,559 at 6%; with 50% employer match about $28,559 at 4% or $19,039 at 6%; with 100% employer match about $21,419 at 4% or $14,279 at 6%.
Valued Relationships Inc. 401(K)/Profit Sharing Plan-295$2,057,360$580,889$1,969iApproximate average salary by contribution assumption: employee only about $49,228 at 4% or $32,819 at 6%; with 50% employer match about $32,819 at 4% or $21,879 at 6%; with 100% employer match about $24,614 at 4% or $16,409 at 6%.
Valued Relationships Inc. Employee Benefit Plan-339---
20172374$2,461,691$525,397$1,405iApproximate average salary by contribution assumption: employee only about $35,120 at 4% or $23,413 at 6%; with 50% employer match about $23,413 at 4% or $15,609 at 6%; with 100% employer match about $17,560 at 4% or $11,707 at 6%.
Valued Relationships Inc. 401(K)/Profit Sharing Plan-199$2,461,691$525,397$2,640iApproximate average salary by contribution assumption: employee only about $66,005 at 4% or $44,003 at 6%; with 50% employer match about $44,003 at 4% or $29,335 at 6%; with 100% employer match about $33,002 at 4% or $22,002 at 6%.
Valued Relationships Inc. Employee Benefit Plan-374---
20162208$2,670,720$688,163$3,308iApproximate average salary by contribution assumption: employee only about $82,712 at 4% or $55,141 at 6%; with 50% employer match about $55,141 at 4% or $36,761 at 6%; with 100% employer match about $41,356 at 4% or $27,571 at 6%.
Valued Relationships Inc. 401(K)/Profit Sharing Plan-195$2,670,720$688,163$3,529iApproximate average salary by contribution assumption: employee only about $88,226 at 4% or $58,817 at 6%; with 50% employer match about $58,817 at 4% or $39,212 at 6%; with 100% employer match about $44,113 at 4% or $29,409 at 6%.
Valued Relationships Inc. Employee Benefit Plan-208---
20152253$1,998,880$685,215$2,708iApproximate average salary by contribution assumption: employee only about $67,709 at 4% or $45,139 at 6%; with 50% employer match about $45,139 at 4% or $30,093 at 6%; with 100% employer match about $33,854 at 4% or $22,570 at 6%.
Valued Relationships Inc. 401(K)/Profit Sharing Plan-200$1,998,880$685,215$3,426iApproximate average salary by contribution assumption: employee only about $85,652 at 4% or $57,101 at 6%; with 50% employer match about $57,101 at 4% or $38,068 at 6%; with 100% employer match about $42,826 at 4% or $28,551 at 6%.
Valued Relationships Inc. Employee Benefit Plan-253---
20142249$1,453,219$351,373$1,411iApproximate average salary by contribution assumption: employee only about $35,278 at 4% or $23,519 at 6%; with 50% employer match about $23,519 at 4% or $15,679 at 6%; with 100% employer match about $17,639 at 4% or $11,759 at 6%.
Valued Relationships Inc. 401(K)/Profit Sharing Plan-155$1,453,219$351,373$2,267iApproximate average salary by contribution assumption: employee only about $56,673 at 4% or $37,782 at 6%; with 50% employer match about $37,782 at 4% or $25,188 at 6%; with 100% employer match about $28,337 at 4% or $18,891 at 6%.
Valued Relationships Inc. Employee Benefit Plan-249---
20132191$1,250,404$290,892$1,523iApproximate average salary by contribution assumption: employee only about $38,075 at 4% or $25,383 at 6%; with 50% employer match about $25,383 at 4% or $16,922 at 6%; with 100% employer match about $19,037 at 4% or $12,692 at 6%.
Valued Relationships Inc. 401(K)/Profit Sharing Plan-145$1,250,404$290,892$2,006iApproximate average salary by contribution assumption: employee only about $50,154 at 4% or $33,436 at 6%; with 50% employer match about $33,436 at 4% or $22,291 at 6%; with 100% employer match about $25,077 at 4% or $16,718 at 6%.
Valued Relationships Inc. Employee Benefit Plan-191---
20121112$866,362$230,323$2,056iApproximate average salary by contribution assumption: employee only about $51,411 at 4% or $34,274 at 6%; with 50% employer match about $34,274 at 4% or $22,850 at 6%; with 100% employer match about $25,706 at 4% or $17,137 at 6%.
Valued Relationships Inc. 401(K)/Profit Sharing Plan-112$866,362$230,323$2,056iApproximate average salary by contribution assumption: employee only about $51,411 at 4% or $34,274 at 6%; with 50% employer match about $34,274 at 4% or $22,850 at 6%; with 100% employer match about $25,706 at 4% or $17,137 at 6%.
2011167$903,841$212,104$3,166iApproximate average salary by contribution assumption: employee only about $79,143 at 4% or $52,762 at 6%; with 50% employer match about $52,762 at 4% or $35,175 at 6%; with 100% employer match about $39,572 at 4% or $26,381 at 6%.
Valued Relationships Inc. 401(K)/Profit Sharing Plan-67$903,841$212,104$3,166iApproximate average salary by contribution assumption: employee only about $79,143 at 4% or $52,762 at 6%; with 50% employer match about $52,762 at 4% or $35,175 at 6%; with 100% employer match about $39,572 at 4% or $26,381 at 6%.
2010163$750,935$121,433$1,928iApproximate average salary by contribution assumption: employee only about $48,188 at 4% or $32,125 at 6%; with 50% employer match about $32,125 at 4% or $21,417 at 6%; with 100% employer match about $24,094 at 4% or $16,063 at 6%.
Valued Relationships Inc. 401(K)/Profit Sharing Plan-63$750,935$121,433$1,928iApproximate average salary by contribution assumption: employee only about $48,188 at 4% or $32,125 at 6%; with 50% employer match about $32,125 at 4% or $21,417 at 6%; with 100% employer match about $24,094 at 4% or $16,063 at 6%.
2009145$606,872$110,034$2,445iApproximate average salary by contribution assumption: employee only about $61,130 at 4% or $40,753 at 6%; with 50% employer match about $40,753 at 4% or $27,169 at 6%; with 100% employer match about $30,565 at 4% or $20,377 at 6%.
Valued Relationships Inc. 401(K)/Profit Sharing Plan-45$606,872$110,034$2,445iApproximate average salary by contribution assumption: employee only about $61,130 at 4% or $40,753 at 6%; with 50% employer match about $40,753 at 4% or $27,169 at 6%; with 100% employer match about $30,565 at 4% or $20,377 at 6%.
2008142$417,021$59,001$1,405iApproximate average salary by contribution assumption: employee only about $35,120 at 4% or $23,413 at 6%; with 50% employer match about $23,413 at 4% or $15,609 at 6%; with 100% employer match about $17,560 at 4% or $11,707 at 6%.
Valued Relationships Inc. 401(K)/Profit Sharing Plan-42$417,021$59,001$1,405iApproximate average salary by contribution assumption: employee only about $35,120 at 4% or $23,413 at 6%; with 50% employer match about $23,413 at 4% or $15,609 at 6%; with 100% employer match about $17,560 at 4% or $11,707 at 6%.
2007129$626,892$126,869$4,375iApproximate average salary by contribution assumption: employee only about $109,370 at 4% or $72,913 at 6%; with 50% employer match about $72,913 at 4% or $48,609 at 6%; with 100% employer match about $54,685 at 4% or $36,457 at 6%.
Valued Relationships Inc. 401(K)/Profit Sharing Plan-29$626,892$126,869$4,375iApproximate average salary by contribution assumption: employee only about $109,370 at 4% or $72,913 at 6%; with 50% employer match about $72,913 at 4% or $48,609 at 6%; with 100% employer match about $54,685 at 4% or $36,457 at 6%.
2006128$616,740$167,022$5,965iApproximate average salary by contribution assumption: employee only about $149,127 at 4% or $99,418 at 6%; with 50% employer match about $99,418 at 4% or $66,279 at 6%; with 100% employer match about $74,563 at 4% or $49,709 at 6%.
Valued Relationships Inc. 401(K)/Profit Sharing Plan-28$616,740$167,022$5,965iApproximate average salary by contribution assumption: employee only about $149,127 at 4% or $99,418 at 6%; with 50% employer match about $99,418 at 4% or $66,279 at 6%; with 100% employer match about $74,563 at 4% or $49,709 at 6%.
2004114$279,795$86,951$6,211iApproximate average salary by contribution assumption: employee only about $155,270 at 4% or $103,513 at 6%; with 50% employer match about $103,513 at 4% or $69,009 at 6%; with 100% employer match about $77,635 at 4% or $51,757 at 6%.
Valued Relationships Inc. 401(K)/Profit Sharing Plan-14$279,795$86,951$6,211iApproximate average salary by contribution assumption: employee only about $155,270 at 4% or $103,513 at 6%; with 50% employer match about $103,513 at 4% or $69,009 at 6%; with 100% employer match about $77,635 at 4% or $51,757 at 6%.
2003114$178,228$58,011$4,144iApproximate average salary by contribution assumption: employee only about $103,591 at 4% or $69,061 at 6%; with 50% employer match about $69,061 at 4% or $46,040 at 6%; with 100% employer match about $51,796 at 4% or $34,530 at 6%.
Valued Relationships Inc. 401(K)/Profit Sharing Plan-14$178,228$58,011$4,144iApproximate average salary by contribution assumption: employee only about $103,591 at 4% or $69,061 at 6%; with 50% employer match about $69,061 at 4% or $46,040 at 6%; with 100% employer match about $51,796 at 4% or $34,530 at 6%.
2002113$103,132$60,087$4,622iApproximate average salary by contribution assumption: employee only about $115,552 at 4% or $77,035 at 6%; with 50% employer match about $77,035 at 4% or $51,356 at 6%; with 100% employer match about $57,776 at 4% or $38,517 at 6%.
Valued Relationships Inc. 401(K)/Profit Sharing Plan-13$103,132$60,087$4,622iApproximate average salary by contribution assumption: employee only about $115,552 at 4% or $77,035 at 6%; with 50% employer match about $77,035 at 4% or $51,356 at 6%; with 100% employer match about $57,776 at 4% or $38,517 at 6%.
2000111$0$0-
Valued Relationships Inc. 401(K)/Profit Sharing Plan-11---