Civic Intelligence

Valentine & Company

Plan context: Valentine & Company Profit Sharing Plan

EIN 31-1301953 • Colorado Springs, CO • 28 filings • 4 plans

265 Thames DriveColorado Springs, CO 80906
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$649

2023 Contributions

$2,636

Historical Graphs

Total Assets Over Time

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

$759,796$379,898$0199920122022YearValue
$649Latest year 2022

Participants Over Time

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

420199920112022YearValue
1Latest year 2022

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
202310$0$0-
Valentine & Company Profit Sharing Plan-0$0--
202211$649$0-
Valentine & Company Profit Sharing Plan-1$649--
202111$275,199$0-
Valentine & Company Profit Sharing Plan-1$275,199--
202011$234,881$2,636$2,636iApproximate average salary by contribution assumption: employee only about $65,900 at 4% or $43,933 at 6%; with 50% employer match about $43,933 at 4% or $29,289 at 6%; with 100% employer match about $32,950 at 4% or $21,967 at 6%.
Valentine & Company Profit Sharing Plan-1$234,881$2,636$2,636iApproximate average salary by contribution assumption: employee only about $65,900 at 4% or $43,933 at 6%; with 50% employer match about $43,933 at 4% or $29,289 at 6%; with 100% employer match about $32,950 at 4% or $21,967 at 6%.
201911$200,941$11,318$11,318iApproximate average salary by contribution assumption: employee only about $282,950 at 4% or $188,633 at 6%; with 50% employer match about $188,633 at 4% or $125,756 at 6%; with 100% employer match about $141,475 at 4% or $94,317 at 6%.
Valentine & Company Profit Sharing Plan-1$200,941$11,318$11,318iApproximate average salary by contribution assumption: employee only about $282,950 at 4% or $188,633 at 6%; with 50% employer match about $188,633 at 4% or $125,756 at 6%; with 100% employer match about $141,475 at 4% or $94,317 at 6%.
201811$334,092$59,857$59,857iApproximate average salary by contribution assumption: employee only about $1,496,425 at 4% or $997,617 at 6%; with 50% employer match about $997,617 at 4% or $665,078 at 6%; with 100% employer match about $748,213 at 4% or $498,808 at 6%.
Valentine & Company Profit Sharing Plan-1$334,092$59,857$59,857iApproximate average salary by contribution assumption: employee only about $1,496,425 at 4% or $997,617 at 6%; with 50% employer match about $997,617 at 4% or $665,078 at 6%; with 100% employer match about $748,213 at 4% or $498,808 at 6%.
201711$308,132$20,824$20,824iApproximate average salary by contribution assumption: employee only about $520,600 at 4% or $347,067 at 6%; with 50% employer match about $347,067 at 4% or $231,378 at 6%; with 100% employer match about $260,300 at 4% or $173,533 at 6%.
Valentine & Company Profit Sharing Plan-1$308,132$20,824$20,824iApproximate average salary by contribution assumption: employee only about $520,600 at 4% or $347,067 at 6%; with 50% employer match about $347,067 at 4% or $231,378 at 6%; with 100% employer match about $260,300 at 4% or $173,533 at 6%.
201611$244,695$16,443$16,443iApproximate average salary by contribution assumption: employee only about $411,075 at 4% or $274,050 at 6%; with 50% employer match about $274,050 at 4% or $182,700 at 6%; with 100% employer match about $205,538 at 4% or $137,025 at 6%.
Valentine & Company Profit Sharing Plan-1$244,695$16,443$16,443iApproximate average salary by contribution assumption: employee only about $411,075 at 4% or $274,050 at 6%; with 50% employer match about $274,050 at 4% or $182,700 at 6%; with 100% employer match about $205,538 at 4% or $137,025 at 6%.
201511$204,850$18,943$18,943iApproximate average salary by contribution assumption: employee only about $473,575 at 4% or $315,717 at 6%; with 50% employer match about $315,717 at 4% or $210,478 at 6%; with 100% employer match about $236,788 at 4% or $157,858 at 6%.
Valentine & Company Profit Sharing Plan-1$204,850$18,943$18,943iApproximate average salary by contribution assumption: employee only about $473,575 at 4% or $315,717 at 6%; with 50% employer match about $315,717 at 4% or $210,478 at 6%; with 100% employer match about $236,788 at 4% or $157,858 at 6%.
201412$190,235$19,661$9,831iApproximate average salary by contribution assumption: employee only about $245,763 at 4% or $163,842 at 6%; with 50% employer match about $163,842 at 4% or $109,228 at 6%; with 100% employer match about $122,881 at 4% or $81,921 at 6%.
Valentine & Company Profit Sharing Plan-2$190,235$19,661$9,831iApproximate average salary by contribution assumption: employee only about $245,763 at 4% or $163,842 at 6%; with 50% employer match about $163,842 at 4% or $109,228 at 6%; with 100% employer match about $122,881 at 4% or $81,921 at 6%.
201312$160,829$18,663$9,332iApproximate average salary by contribution assumption: employee only about $233,288 at 4% or $155,525 at 6%; with 50% employer match about $155,525 at 4% or $103,683 at 6%; with 100% employer match about $116,644 at 4% or $77,763 at 6%.
Valentine & Company Profit Sharing Plan-2$160,829$18,663$9,332iApproximate average salary by contribution assumption: employee only about $233,288 at 4% or $155,525 at 6%; with 50% employer match about $155,525 at 4% or $103,683 at 6%; with 100% employer match about $116,644 at 4% or $77,763 at 6%.
201212$759,796$44,294$22,147iApproximate average salary by contribution assumption: employee only about $553,675 at 4% or $369,117 at 6%; with 50% employer match about $369,117 at 4% or $246,078 at 6%; with 100% employer match about $276,838 at 4% or $184,558 at 6%.
Valentine & Company Profit Sharing Plan-2$759,796$44,294$22,147iApproximate average salary by contribution assumption: employee only about $553,675 at 4% or $369,117 at 6%; with 50% employer match about $369,117 at 4% or $246,078 at 6%; with 100% employer match about $276,838 at 4% or $184,558 at 6%.
201112$649,405$60,474$30,237iApproximate average salary by contribution assumption: employee only about $755,925 at 4% or $503,950 at 6%; with 50% employer match about $503,950 at 4% or $335,967 at 6%; with 100% employer match about $377,963 at 4% or $251,975 at 6%.
Valentine & Company Profit Sharing Plan-2$649,405$60,474$30,237iApproximate average salary by contribution assumption: employee only about $755,925 at 4% or $503,950 at 6%; with 50% employer match about $503,950 at 4% or $335,967 at 6%; with 100% employer match about $377,963 at 4% or $251,975 at 6%.
201012$633,421$63,090$31,545iApproximate average salary by contribution assumption: employee only about $788,625 at 4% or $525,750 at 6%; with 50% employer match about $525,750 at 4% or $350,500 at 6%; with 100% employer match about $394,313 at 4% or $262,875 at 6%.
Valentine & Company Profit Sharing Plan-2$633,421$63,090$31,545iApproximate average salary by contribution assumption: employee only about $788,625 at 4% or $525,750 at 6%; with 50% employer match about $525,750 at 4% or $350,500 at 6%; with 100% employer match about $394,313 at 4% or $262,875 at 6%.
200912$516,652$33,311$16,656iApproximate average salary by contribution assumption: employee only about $416,388 at 4% or $277,592 at 6%; with 50% employer match about $277,592 at 4% or $185,061 at 6%; with 100% employer match about $208,194 at 4% or $138,796 at 6%.
Valentine & Company Profit Sharing Plan-2$516,652$33,311$16,656iApproximate average salary by contribution assumption: employee only about $416,388 at 4% or $277,592 at 6%; with 50% employer match about $277,592 at 4% or $185,061 at 6%; with 100% employer match about $208,194 at 4% or $138,796 at 6%.
200812$377,397$5,331$2,666iApproximate average salary by contribution assumption: employee only about $66,638 at 4% or $44,425 at 6%; with 50% employer match about $44,425 at 4% or $29,617 at 6%; with 100% employer match about $33,319 at 4% or $22,213 at 6%.
Valentine & Company Profit Sharing Plan-2$377,397$5,331$2,666iApproximate average salary by contribution assumption: employee only about $66,638 at 4% or $44,425 at 6%; with 50% employer match about $44,425 at 4% or $29,617 at 6%; with 100% employer match about $33,319 at 4% or $22,213 at 6%.
200713$0$0-
Valentine & Company Profit Sharing Plan-3---
200613$721,951$40,233$13,411iApproximate average salary by contribution assumption: employee only about $335,275 at 4% or $223,517 at 6%; with 50% employer match about $223,517 at 4% or $149,011 at 6%; with 100% employer match about $167,638 at 4% or $111,758 at 6%.
Valentine & Company Profit Sharing Plan-3$721,951$40,233$13,411iApproximate average salary by contribution assumption: employee only about $335,275 at 4% or $223,517 at 6%; with 50% employer match about $223,517 at 4% or $149,011 at 6%; with 100% employer match about $167,638 at 4% or $111,758 at 6%.
200513$610,958$49,228$16,409iApproximate average salary by contribution assumption: employee only about $410,233 at 4% or $273,489 at 6%; with 50% employer match about $273,489 at 4% or $182,326 at 6%; with 100% employer match about $205,117 at 4% or $136,744 at 6%.
Valentine & Company Profit Sharing Plan-3$610,958$49,228$16,409iApproximate average salary by contribution assumption: employee only about $410,233 at 4% or $273,489 at 6%; with 50% employer match about $273,489 at 4% or $182,326 at 6%; with 100% employer match about $205,117 at 4% or $136,744 at 6%.
200424$528,921$69,836$17,459iApproximate average salary by contribution assumption: employee only about $436,475 at 4% or $290,983 at 6%; with 50% employer match about $290,983 at 4% or $193,989 at 6%; with 100% employer match about $218,238 at 4% or $145,492 at 6%.
Valentine & Company Profit Sharing Plan-4$528,921$69,836$17,459iApproximate average salary by contribution assumption: employee only about $436,475 at 4% or $290,983 at 6%; with 50% employer match about $290,983 at 4% or $193,989 at 6%; with 100% employer match about $218,238 at 4% or $145,492 at 6%.
VALENTINE & CO INC 412I PLAN AND TRUST-0---
200323$414,807$9,576$3,192iApproximate average salary by contribution assumption: employee only about $79,800 at 4% or $53,200 at 6%; with 50% employer match about $53,200 at 4% or $35,467 at 6%; with 100% employer match about $39,900 at 4% or $26,600 at 6%.
Valentine & Company Profit Sharing Plan-3$414,807$9,576$3,192iApproximate average salary by contribution assumption: employee only about $79,800 at 4% or $53,200 at 6%; with 50% employer match about $53,200 at 4% or $35,467 at 6%; with 100% employer match about $39,900 at 4% or $26,600 at 6%.
VALENTINE & CO INC 412I PLAN AND TRUST-3---
200223$0$0-
Valentine & Company Profit Sharing Plan-3---
VALENTINE & CO INC 412I PLAN AND TRUST-3---
200113$365,400$32,527$10,842iApproximate average salary by contribution assumption: employee only about $271,058 at 4% or $180,706 at 6%; with 50% employer match about $180,706 at 4% or $120,470 at 6%; with 100% employer match about $135,529 at 4% or $90,353 at 6%.
Valentine & Company Profit Sharing Plan-3$365,400$32,527$10,842iApproximate average salary by contribution assumption: employee only about $271,058 at 4% or $180,706 at 6%; with 50% employer match about $180,706 at 4% or $120,470 at 6%; with 100% employer match about $135,529 at 4% or $90,353 at 6%.
200013$0$0-
Valentine & Company Profit Sharing Plan-3---
199913$273,619$18,114$6,038iApproximate average salary by contribution assumption: employee only about $150,950 at 4% or $100,633 at 6%; with 50% employer match about $100,633 at 4% or $67,089 at 6%; with 100% employer match about $75,475 at 4% or $50,317 at 6%.
Valentine & Company Profit Sharing Plan-3$273,619$18,114$6,038iApproximate average salary by contribution assumption: employee only about $150,950 at 4% or $100,633 at 6%; with 50% employer match about $100,633 at 4% or $67,089 at 6%; with 100% employer match about $75,475 at 4% or $50,317 at 6%.