Civic Intelligence

VALMARK INSURANCE AGENCY, LLC SALARY SAVINGS PLAN

Plan context: Valmark Financial Group LLC Salary Savings Plan

EIN 34-1924302 • 17 filings • 5 plans

Current Snapshot

Latest Year

2024

2024 Participants

135

2024 Assets

$28,530,394

2024 Contributions

$2,767,376

Historical Graphs

Total Assets Over Time

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

$28,530,394$14,265,197$0200020212024YearValue
$28,530,394Latest year 2024

Participants Over Time

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

137690200020202024YearValue
135Latest 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
20242135$28,530,394$2,767,376$20,499iApproximate average salary by contribution assumption: employee only about $512,477 at 4% or $341,651 at 6%; with 50% employer match about $341,651 at 4% or $227,768 at 6%; with 100% employer match about $256,239 at 4% or $170,826 at 6%.
Valmark Financial Group LLC Salary Savings Plan-135$28,530,394$2,767,376$20,499iApproximate average salary by contribution assumption: employee only about $512,477 at 4% or $341,651 at 6%; with 50% employer match about $341,651 at 4% or $227,768 at 6%; with 100% employer match about $256,239 at 4% or $170,826 at 6%.
Valmark Financial Group Benefits Plan-134---
20232137$23,236,687$2,113,583$15,428iApproximate average salary by contribution assumption: employee only about $385,690 at 4% or $257,127 at 6%; with 50% employer match about $257,127 at 4% or $171,418 at 6%; with 100% employer match about $192,845 at 4% or $128,563 at 6%.
Valmark Financial Group LLC Salary Savings Plan-137$23,236,687$2,113,583$15,428iApproximate average salary by contribution assumption: employee only about $385,690 at 4% or $257,127 at 6%; with 50% employer match about $257,127 at 4% or $171,418 at 6%; with 100% employer match about $192,845 at 4% or $128,563 at 6%.
Valmark Financial Group Benefits Plan-134---
20222131$18,761,677$2,353,210$17,963iApproximate average salary by contribution assumption: employee only about $449,086 at 4% or $299,391 at 6%; with 50% employer match about $299,391 at 4% or $199,594 at 6%; with 100% employer match about $224,543 at 4% or $149,695 at 6%.
Valmark Financial Group LLC Salary Savings Plan-131$18,761,677$2,353,210$17,963iApproximate average salary by contribution assumption: employee only about $449,086 at 4% or $299,391 at 6%; with 50% employer match about $299,391 at 4% or $199,594 at 6%; with 100% employer match about $224,543 at 4% or $149,695 at 6%.
Valmark Financial Group Benefits Plan-126---
20213122$20,363,013$1,881,632$15,423iApproximate average salary by contribution assumption: employee only about $385,580 at 4% or $257,054 at 6%; with 50% employer match about $257,054 at 4% or $171,369 at 6%; with 100% employer match about $192,790 at 4% or $128,527 at 6%.
Valmark Financial Group LLC Salary Savings Plan-122$20,363,013$1,881,632$15,423iApproximate average salary by contribution assumption: employee only about $385,580 at 4% or $257,054 at 6%; with 50% employer match about $257,054 at 4% or $171,369 at 6%; with 100% employer match about $192,790 at 4% or $128,527 at 6%.
Valmark Insurance Agency Benefits Plan-119---
Valmark Insurance Agency Benefits Plan-0---
20203122$17,152,947$1,704,464$13,971iApproximate average salary by contribution assumption: employee only about $349,275 at 4% or $232,850 at 6%; with 50% employer match about $232,850 at 4% or $155,234 at 6%; with 100% employer match about $174,638 at 4% or $116,425 at 6%.
Valmark Financial Group LLC Salary Savings Plan-121$17,152,947$1,704,464$14,086iApproximate average salary by contribution assumption: employee only about $352,162 at 4% or $234,775 at 6%; with 50% employer match about $234,775 at 4% or $156,516 at 6%; with 100% employer match about $176,081 at 4% or $117,387 at 6%.
Valmark Insurance Agency Benefits Plan-119---
Valmark Insurance Agency Benefits Plan-122---
20192129$14,519,227$1,762,835$13,665iApproximate average salary by contribution assumption: employee only about $341,635 at 4% or $227,756 at 6%; with 50% employer match about $227,756 at 4% or $151,838 at 6%; with 100% employer match about $170,817 at 4% or $113,878 at 6%.
Valmark Financial Group LLC Salary Savings Plan-129$14,519,227$1,762,835$13,665iApproximate average salary by contribution assumption: employee only about $341,635 at 4% or $227,756 at 6%; with 50% employer match about $227,756 at 4% or $151,838 at 6%; with 100% employer match about $170,817 at 4% or $113,878 at 6%.
Valmark Insurance Agency Benefits Plan-125---
2002136$1,083,495$209,722$5,826iApproximate average salary by contribution assumption: employee only about $145,640 at 4% or $97,094 at 6%; with 50% employer match about $97,094 at 4% or $64,729 at 6%; with 100% employer match about $72,820 at 4% or $48,547 at 6%.
Valmark Financial Group LLC Salary Savings Plan-36$1,083,495$209,722$5,826iApproximate average salary by contribution assumption: employee only about $145,640 at 4% or $97,094 at 6%; with 50% employer match about $97,094 at 4% or $64,729 at 6%; with 100% employer match about $72,820 at 4% or $48,547 at 6%.
2001136$0$0-
Valmark Financial Group LLC Salary Savings Plan-36---
2000126$1,064,773$166,630$6,409iApproximate average salary by contribution assumption: employee only about $160,221 at 4% or $106,814 at 6%; with 50% employer match about $106,814 at 4% or $71,209 at 6%; with 100% employer match about $80,111 at 4% or $53,407 at 6%.
Valmark Financial Group LLC Salary Savings Plan-26$1,064,773$166,630$6,409iApproximate average salary by contribution assumption: employee only about $160,221 at 4% or $106,814 at 6%; with 50% employer match about $106,814 at 4% or $71,209 at 6%; with 100% employer match about $80,111 at 4% or $53,407 at 6%.
VALMARK INSURANCE AGENCY, LLC SALARY SAVINGS PLAN | EIN 34-1924302 | 2024 Form 5500 Company Profile