Civic Intelligence

Value Management Strategies Inc.

Plan context: Value Management Strategies Inc. 401(K) Plan

EIN 33-0437168 • Escondido, CA • 18 filings • 3 plans

350 West Fifth Ave, Suite 330Escondido, CA 92025-4862
Current Snapshot

Latest Year

2024

2024 Participants

31

2024 Assets

$9,978,260

2024 Contributions

$688,595

Historical Graphs

Total Assets Over Time

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

$9,978,260$4,989,130$0200820162024YearValue
$9,978,260Latest year 2024

Participants Over Time

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

35180200720162024YearValue
31Latest 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
2024131$9,978,260$688,595$22,213iApproximate average salary by contribution assumption: employee only about $555,319 at 4% or $370,212 at 6%; with 50% employer match about $370,212 at 4% or $246,808 at 6%; with 100% employer match about $277,659 at 4% or $185,106 at 6%.
Value Management Strategies Inc. 401(K) Plan-31$9,978,260$688,595$22,213iApproximate average salary by contribution assumption: employee only about $555,319 at 4% or $370,212 at 6%; with 50% employer match about $370,212 at 4% or $246,808 at 6%; with 100% employer match about $277,659 at 4% or $185,106 at 6%.
2023129$8,472,165$428,543$14,777iApproximate average salary by contribution assumption: employee only about $369,434 at 4% or $246,289 at 6%; with 50% employer match about $246,289 at 4% or $164,193 at 6%; with 100% employer match about $184,717 at 4% or $123,145 at 6%.
Value Management Strategies Inc. 401(K) Plan-29$8,472,165$428,543$14,777iApproximate average salary by contribution assumption: employee only about $369,434 at 4% or $246,289 at 6%; with 50% employer match about $246,289 at 4% or $164,193 at 6%; with 100% employer match about $184,717 at 4% or $123,145 at 6%.
2022128$7,625,638$805,483$28,767iApproximate average salary by contribution assumption: employee only about $719,181 at 4% or $479,454 at 6%; with 50% employer match about $479,454 at 4% or $319,636 at 6%; with 100% employer match about $359,591 at 4% or $239,727 at 6%.
Value Management Strategies Inc. 401(K) Plan-28$7,625,638$805,483$28,767iApproximate average salary by contribution assumption: employee only about $719,181 at 4% or $479,454 at 6%; with 50% employer match about $479,454 at 4% or $319,636 at 6%; with 100% employer match about $359,591 at 4% or $239,727 at 6%.
2021134$8,945,679$932,123$27,415iApproximate average salary by contribution assumption: employee only about $685,385 at 4% or $456,923 at 6%; with 50% employer match about $456,923 at 4% or $304,615 at 6%; with 100% employer match about $342,692 at 4% or $228,462 at 6%.
Value Management Strategies Inc. 401(K) Plan-34$8,945,679$932,123$27,415iApproximate average salary by contribution assumption: employee only about $685,385 at 4% or $456,923 at 6%; with 50% employer match about $456,923 at 4% or $304,615 at 6%; with 100% employer match about $342,692 at 4% or $228,462 at 6%.
2020131$7,403,628$498,264$16,073iApproximate average salary by contribution assumption: employee only about $401,826 at 4% or $267,884 at 6%; with 50% employer match about $267,884 at 4% or $178,589 at 6%; with 100% employer match about $200,913 at 4% or $133,942 at 6%.
Value Management Strategies Inc. 401(K) Plan-31$7,403,628$498,264$16,073iApproximate average salary by contribution assumption: employee only about $401,826 at 4% or $267,884 at 6%; with 50% employer match about $267,884 at 4% or $178,589 at 6%; with 100% employer match about $200,913 at 4% or $133,942 at 6%.
2019135$6,572,707$714,176$20,405iApproximate average salary by contribution assumption: employee only about $510,126 at 4% or $340,084 at 6%; with 50% employer match about $340,084 at 4% or $226,723 at 6%; with 100% employer match about $255,063 at 4% or $170,042 at 6%.
Value Management Strategies Inc. 401(K) Plan-35$6,572,707$714,176$20,405iApproximate average salary by contribution assumption: employee only about $510,126 at 4% or $340,084 at 6%; with 50% employer match about $340,084 at 4% or $226,723 at 6%; with 100% employer match about $255,063 at 4% or $170,042 at 6%.
2018121$5,079,904$432,666$20,603iApproximate average salary by contribution assumption: employee only about $515,079 at 4% or $343,386 at 6%; with 50% employer match about $343,386 at 4% or $228,924 at 6%; with 100% employer match about $257,539 at 4% or $171,693 at 6%.
Value Management Strategies Inc. 401(K) Plan-21$5,079,904$432,666$20,603iApproximate average salary by contribution assumption: employee only about $515,079 at 4% or $343,386 at 6%; with 50% employer match about $343,386 at 4% or $228,924 at 6%; with 100% employer match about $257,539 at 4% or $171,693 at 6%.
2017115$5,225,791$1,505,325$100,355iApproximate average salary by contribution assumption: employee only about $2,508,875 at 4% or $1,672,583 at 6%; with 50% employer match about $1,672,583 at 4% or $1,115,056 at 6%; with 100% employer match about $1,254,438 at 4% or $836,292 at 6%.
Value Management Strategies Inc. 401(K) Plan-15$5,225,791$1,505,325$100,355iApproximate average salary by contribution assumption: employee only about $2,508,875 at 4% or $1,672,583 at 6%; with 50% employer match about $1,672,583 at 4% or $1,115,056 at 6%; with 100% employer match about $1,254,438 at 4% or $836,292 at 6%.
2016114$3,310,607$951,111$67,937iApproximate average salary by contribution assumption: employee only about $1,698,413 at 4% or $1,132,275 at 6%; with 50% employer match about $1,132,275 at 4% or $754,850 at 6%; with 100% employer match about $849,206 at 4% or $566,138 at 6%.
Value Management Strategies Inc. 401(K) Plan-14$3,310,607$951,111$67,937iApproximate average salary by contribution assumption: employee only about $1,698,413 at 4% or $1,132,275 at 6%; with 50% employer match about $1,132,275 at 4% or $754,850 at 6%; with 100% employer match about $849,206 at 4% or $566,138 at 6%.
2015115$2,617,714$255,648$17,043iApproximate average salary by contribution assumption: employee only about $426,080 at 4% or $284,053 at 6%; with 50% employer match about $284,053 at 4% or $189,369 at 6%; with 100% employer match about $213,040 at 4% or $142,027 at 6%.
Value Management Strategies Inc. 401(K) Plan-15$2,617,714$255,648$17,043iApproximate average salary by contribution assumption: employee only about $426,080 at 4% or $284,053 at 6%; with 50% employer match about $284,053 at 4% or $189,369 at 6%; with 100% employer match about $213,040 at 4% or $142,027 at 6%.
2014118$3,012,206$307,887$17,105iApproximate average salary by contribution assumption: employee only about $427,621 at 4% or $285,081 at 6%; with 50% employer match about $285,081 at 4% or $190,054 at 6%; with 100% employer match about $213,810 at 4% or $142,540 at 6%.
Value Management Strategies Inc. 401(K) Plan-18$3,012,206$307,887$17,105iApproximate average salary by contribution assumption: employee only about $427,621 at 4% or $285,081 at 6%; with 50% employer match about $285,081 at 4% or $190,054 at 6%; with 100% employer match about $213,810 at 4% or $142,540 at 6%.
2013117$2,678,172$426,102$25,065iApproximate average salary by contribution assumption: employee only about $626,621 at 4% or $417,747 at 6%; with 50% employer match about $417,747 at 4% or $278,498 at 6%; with 100% employer match about $313,310 at 4% or $208,874 at 6%.
Value Management Strategies Inc. 401(K) Plan-17$2,678,172$426,102$25,065iApproximate average salary by contribution assumption: employee only about $626,621 at 4% or $417,747 at 6%; with 50% employer match about $417,747 at 4% or $278,498 at 6%; with 100% employer match about $313,310 at 4% or $208,874 at 6%.
2012118$2,028,682$395,241$21,958iApproximate average salary by contribution assumption: employee only about $548,946 at 4% or $365,964 at 6%; with 50% employer match about $365,964 at 4% or $243,976 at 6%; with 100% employer match about $274,473 at 4% or $182,982 at 6%.
Value Management Strategies Inc. 401(K) Plan-18$2,028,682$395,241$21,958iApproximate average salary by contribution assumption: employee only about $548,946 at 4% or $365,964 at 6%; with 50% employer match about $365,964 at 4% or $243,976 at 6%; with 100% employer match about $274,473 at 4% or $182,982 at 6%.
2011120$1,838,541$466,271$23,314iApproximate average salary by contribution assumption: employee only about $582,839 at 4% or $388,559 at 6%; with 50% employer match about $388,559 at 4% or $259,039 at 6%; with 100% employer match about $291,419 at 4% or $194,280 at 6%.
Value Management Strategies Inc. 401(K) Plan-20$1,838,541$466,271$23,314iApproximate average salary by contribution assumption: employee only about $582,839 at 4% or $388,559 at 6%; with 50% employer match about $388,559 at 4% or $259,039 at 6%; with 100% employer match about $291,419 at 4% or $194,280 at 6%.
2010121$1,479,766$488,864$23,279iApproximate average salary by contribution assumption: employee only about $581,981 at 4% or $387,987 at 6%; with 50% employer match about $387,987 at 4% or $258,658 at 6%; with 100% employer match about $290,990 at 4% or $193,994 at 6%.
Value Management Strategies Inc. 401(K) Plan-21$1,479,766$488,864$23,279iApproximate average salary by contribution assumption: employee only about $581,981 at 4% or $387,987 at 6%; with 50% employer match about $387,987 at 4% or $258,658 at 6%; with 100% employer match about $290,990 at 4% or $193,994 at 6%.
2009119$854,168$395,665$20,824iApproximate average salary by contribution assumption: employee only about $520,612 at 4% or $347,075 at 6%; with 50% employer match about $347,075 at 4% or $231,383 at 6%; with 100% employer match about $260,306 at 4% or $173,537 at 6%.
Value Management Strategies Inc. 401(K) Plan-19$854,168$395,665$20,824iApproximate average salary by contribution assumption: employee only about $520,612 at 4% or $347,075 at 6%; with 50% employer match about $347,075 at 4% or $231,383 at 6%; with 100% employer match about $260,306 at 4% or $173,537 at 6%.
2008112$342,340$390,862$32,572iApproximate average salary by contribution assumption: employee only about $814,296 at 4% or $542,864 at 6%; with 50% employer match about $542,864 at 4% or $361,909 at 6%; with 100% employer match about $407,148 at 4% or $271,432 at 6%.
Value Management Strategies Inc. 401(K) Plan-12$342,340$390,862$32,572iApproximate average salary by contribution assumption: employee only about $814,296 at 4% or $542,864 at 6%; with 50% employer match about $542,864 at 4% or $361,909 at 6%; with 100% employer match about $407,148 at 4% or $271,432 at 6%.
2007114$0$0-
Value Management Strategies Inc. 401(K) Plan-14---