Civic Intelligence

Richard Valenstein Agency

Plan context: Richard Valenstein Agency Profit Sharing Plan & Trust

EIN 33-0754587 • Santa Ana, CA • 32 filings • 4 plans

2030 E. 4th Street, Suite 244Santa Ana, CA 92705
Current Snapshot

Latest Year

2016

2016 Participants

1

2016 Assets

$1,018,189

2016 Contributions

$775,205

Historical Graphs

Total Assets Over Time

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

$1,108,684$554,342$0199920082015YearValue
$1,018,189Latest year 2015

Participants Over Time

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

210199920072015YearValue
1Latest year 2015

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
201610$0$0-
Richard Valenstein Agency Profit Sharing Plan & Trust-0$0$0-
201511$1,018,189$0-
Richard Valenstein Agency Profit Sharing Plan & Trust-1$1,018,189$0-
201411$1,014,003$0-
Richard Valenstein Agency Profit Sharing Plan & Trust-1$1,014,003$0-
201311$1,019,100$0-
Richard Valenstein Agency Profit Sharing Plan & Trust-1$1,019,100$0-
201211$910,406$0-
Richard Valenstein Agency Profit Sharing Plan & Trust-1$910,406$0-
201121$876,126$775,205$775,205iApproximate average salary by contribution assumption: employee only about $19,380,125 at 4% or $12,920,083 at 6%; with 50% employer match about $12,920,083 at 4% or $8,613,389 at 6%; with 100% employer match about $9,690,063 at 4% or $6,460,042 at 6%.
Richard Valenstein Agency Profit Sharing Plan & Trust-1$876,126$775,205$775,205iApproximate average salary by contribution assumption: employee only about $19,380,125 at 4% or $12,920,083 at 6%; with 50% employer match about $12,920,083 at 4% or $8,613,389 at 6%; with 100% employer match about $9,690,063 at 4% or $6,460,042 at 6%.
RICHARD VALENSTEIN AGENCY DEFINED BENEFIT PENSION PLAN-0$0$0-
201022$891,605$0-
RICHARD VALENSTEIN AGENCY DEFINED BENEFIT PENSION PLAN-1$765,984$0-
Richard Valenstein Agency Profit Sharing Plan & Trust-2$125,621$0-
200922$1,108,684$65,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
RICHARD VALENSTEIN AGENCY DEFINED BENEFIT PENSION PLAN-2$984,963$65,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
Richard Valenstein Agency Profit Sharing Plan & Trust-2$123,721$0-
200822$1,039,622$131,700$65,850iApproximate average salary by contribution assumption: employee only about $1,646,250 at 4% or $1,097,500 at 6%; with 50% employer match about $1,097,500 at 4% or $731,667 at 6%; with 100% employer match about $823,125 at 4% or $548,750 at 6%.
RICHARD VALENSTEIN AGENCY DEFINED BENEFIT PENSION PLAN-2$918,885$131,700$65,850iApproximate average salary by contribution assumption: employee only about $1,646,250 at 4% or $1,097,500 at 6%; with 50% employer match about $1,097,500 at 4% or $731,667 at 6%; with 100% employer match about $823,125 at 4% or $548,750 at 6%.
Richard Valenstein Agency Profit Sharing Plan & Trust-2$120,737--
200722$0$0-
RICHARD VALENSTEIN AGENCY DEFINED BENEFIT PENSION PLAN-2---
Richard Valenstein Agency Profit Sharing Plan & Trust-2---
200622$894,359$96,277$48,139iApproximate average salary by contribution assumption: employee only about $1,203,463 at 4% or $802,308 at 6%; with 50% employer match about $802,308 at 4% or $534,872 at 6%; with 100% employer match about $601,731 at 4% or $401,154 at 6%.
RICHARD VALENSTEIN AGENCY DEFINED BENEFIT PENSION PLAN-2$730,271$96,277$48,139iApproximate average salary by contribution assumption: employee only about $1,203,463 at 4% or $802,308 at 6%; with 50% employer match about $802,308 at 4% or $534,872 at 6%; with 100% employer match about $601,731 at 4% or $401,154 at 6%.
Richard Valenstein Agency Profit Sharing Plan & Trust-2$164,088--
200522$707,610$108,166$54,083iApproximate average salary by contribution assumption: employee only about $1,352,075 at 4% or $901,383 at 6%; with 50% employer match about $901,383 at 4% or $600,922 at 6%; with 100% employer match about $676,038 at 4% or $450,692 at 6%.
RICHARD VALENSTEIN AGENCY DEFINED BENEFIT PENSION PLAN-2$557,644$108,166$54,083iApproximate average salary by contribution assumption: employee only about $1,352,075 at 4% or $901,383 at 6%; with 50% employer match about $901,383 at 4% or $600,922 at 6%; with 100% employer match about $676,038 at 4% or $450,692 at 6%.
Richard Valenstein Agency Profit Sharing Plan & Trust-2$149,966--
200422$548,176$105,200$52,600iApproximate average salary by contribution assumption: employee only about $1,315,000 at 4% or $876,667 at 6%; with 50% employer match about $876,667 at 4% or $584,444 at 6%; with 100% employer match about $657,500 at 4% or $438,333 at 6%.
RICHARD VALENSTEIN AGENCY DEFINED BENEFIT PENSION PLAN-2$411,518$105,200$52,600iApproximate average salary by contribution assumption: employee only about $1,315,000 at 4% or $876,667 at 6%; with 50% employer match about $876,667 at 4% or $584,444 at 6%; with 100% employer match about $657,500 at 4% or $438,333 at 6%.
Richard Valenstein Agency Profit Sharing Plan & Trust-2$136,658--
200322$372,037$100,293$50,147iApproximate average salary by contribution assumption: employee only about $1,253,663 at 4% or $835,775 at 6%; with 50% employer match about $835,775 at 4% or $557,183 at 6%; with 100% employer match about $626,831 at 4% or $417,888 at 6%.
RICHARD VALENSTEIN AGENCY DEFINED BENEFIT PENSION PLAN-2$250,479$100,293$50,147iApproximate average salary by contribution assumption: employee only about $1,253,663 at 4% or $835,775 at 6%; with 50% employer match about $835,775 at 4% or $557,183 at 6%; with 100% employer match about $626,831 at 4% or $417,888 at 6%.
Richard Valenstein Agency Profit Sharing Plan & Trust-2$121,558--
200222$234,781$96,663$48,332iApproximate average salary by contribution assumption: employee only about $1,208,288 at 4% or $805,525 at 6%; with 50% employer match about $805,525 at 4% or $537,017 at 6%; with 100% employer match about $604,144 at 4% or $402,763 at 6%.
RICHARD VALENSTEIN AGENCY DEFINED BENEFIT PENSION PLAN-2$126,282$96,663$48,332iApproximate average salary by contribution assumption: employee only about $1,208,288 at 4% or $805,525 at 6%; with 50% employer match about $805,525 at 4% or $537,017 at 6%; with 100% employer match about $604,144 at 4% or $402,763 at 6%.
Richard Valenstein Agency Profit Sharing Plan & Trust-2$108,499--
200132$0$0-
RICHARD VALENSTEIN AGENCY DEFINED BENEFIT PENSION PLAN-2---
Richard Valenstein Agency Profit Sharing Plan & Trust-2---
Richard Valenstein Agency Money Purchase Pension Plan and Trust-0---
200022$115,499$39,196$19,598iApproximate average salary by contribution assumption: employee only about $489,950 at 4% or $326,633 at 6%; with 50% employer match about $326,633 at 4% or $217,756 at 6%; with 100% employer match about $244,975 at 4% or $163,317 at 6%.
Richard Valenstein Agency Profit Sharing Plan & Trust-2$60,912$23,035$11,518iApproximate average salary by contribution assumption: employee only about $287,938 at 4% or $191,958 at 6%; with 50% employer match about $191,958 at 4% or $127,972 at 6%; with 100% employer match about $143,969 at 4% or $95,979 at 6%.
Richard Valenstein Agency Money Purchase Pension Plan and Trust-2$54,587$16,161$8,081iApproximate average salary by contribution assumption: employee only about $202,013 at 4% or $134,675 at 6%; with 50% employer match about $134,675 at 4% or $89,783 at 6%; with 100% employer match about $101,006 at 4% or $67,338 at 6%.
199922$73,899$36,316$18,158iApproximate average salary by contribution assumption: employee only about $453,950 at 4% or $302,633 at 6%; with 50% employer match about $302,633 at 4% or $201,756 at 6%; with 100% employer match about $226,975 at 4% or $151,317 at 6%.
Richard Valenstein Agency Profit Sharing Plan & Trust-2$37,877$21,590$10,795iApproximate average salary by contribution assumption: employee only about $269,875 at 4% or $179,917 at 6%; with 50% employer match about $179,917 at 4% or $119,944 at 6%; with 100% employer match about $134,938 at 4% or $89,958 at 6%.
Richard Valenstein Agency Money Purchase Pension Plan and Trust-2$36,022$14,726$7,363iApproximate average salary by contribution assumption: employee only about $184,075 at 4% or $122,717 at 6%; with 50% employer match about $122,717 at 4% or $81,811 at 6%; with 100% employer match about $92,038 at 4% or $61,358 at 6%.