Civic Intelligence

VALMARK INSURANCE AGENCY, LLC

Plan context: Valmark Financial Group LLC Salary Savings Plan

EIN 34-1924305 • Akron, OH • 16 filings • 2 plans

130 Springside Dr., Suite 300Akron, OH 44333-2431
Current Snapshot

Latest Year

2018

2018 Participants

117

2018 Assets

$12,826,073

2018 Contributions

$1,477,428

Historical Graphs

Total Assets Over Time

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

$13,473,117$6,736,559$0200320112018YearValue
$12,826,073Latest year 2018

Participants Over Time

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

120600200320112018YearValue
117Latest year 2018

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
20181117$12,826,073$1,477,428$12,628iApproximate average salary by contribution assumption: employee only about $315,690 at 4% or $210,460 at 6%; with 50% employer match about $210,460 at 4% or $140,307 at 6%; with 100% employer match about $157,845 at 4% or $105,230 at 6%.
Valmark Financial Group LLC Salary Savings Plan-117$12,826,073$1,477,428$12,628iApproximate average salary by contribution assumption: employee only about $315,690 at 4% or $210,460 at 6%; with 50% employer match about $210,460 at 4% or $140,307 at 6%; with 100% employer match about $157,845 at 4% or $105,230 at 6%.
20171120$13,473,117$1,340,629$11,172iApproximate average salary by contribution assumption: employee only about $279,298 at 4% or $186,198 at 6%; with 50% employer match about $186,198 at 4% or $124,132 at 6%; with 100% employer match about $139,649 at 4% or $93,099 at 6%.
Valmark Financial Group LLC Salary Savings Plan-120$13,473,117$1,340,629$11,172iApproximate average salary by contribution assumption: employee only about $279,298 at 4% or $186,198 at 6%; with 50% employer match about $186,198 at 4% or $124,132 at 6%; with 100% employer match about $139,649 at 4% or $93,099 at 6%.
20161113$11,199,624$1,195,269$10,578iApproximate average salary by contribution assumption: employee only about $264,440 at 4% or $176,293 at 6%; with 50% employer match about $176,293 at 4% or $117,529 at 6%; with 100% employer match about $132,220 at 4% or $88,147 at 6%.
Valmark Financial Group LLC Salary Savings Plan-113$11,199,624$1,195,269$10,578iApproximate average salary by contribution assumption: employee only about $264,440 at 4% or $176,293 at 6%; with 50% employer match about $176,293 at 4% or $117,529 at 6%; with 100% employer match about $132,220 at 4% or $88,147 at 6%.
20151119$10,130,827$1,249,943$10,504iApproximate average salary by contribution assumption: employee only about $262,593 at 4% or $175,062 at 6%; with 50% employer match about $175,062 at 4% or $116,708 at 6%; with 100% employer match about $131,297 at 4% or $87,531 at 6%.
Valmark Financial Group LLC Salary Savings Plan-119$10,130,827$1,249,943$10,504iApproximate average salary by contribution assumption: employee only about $262,593 at 4% or $175,062 at 6%; with 50% employer match about $175,062 at 4% or $116,708 at 6%; with 100% employer match about $131,297 at 4% or $87,531 at 6%.
20141115$9,904,234$1,099,696$9,563iApproximate average salary by contribution assumption: employee only about $239,064 at 4% or $159,376 at 6%; with 50% employer match about $159,376 at 4% or $106,251 at 6%; with 100% employer match about $119,532 at 4% or $79,688 at 6%.
Valmark Financial Group LLC Salary Savings Plan-115$9,904,234$1,099,696$9,563iApproximate average salary by contribution assumption: employee only about $239,064 at 4% or $159,376 at 6%; with 50% employer match about $159,376 at 4% or $106,251 at 6%; with 100% employer match about $119,532 at 4% or $79,688 at 6%.
20131113$9,054,562$1,219,611$10,793iApproximate average salary by contribution assumption: employee only about $269,825 at 4% or $179,884 at 6%; with 50% employer match about $179,884 at 4% or $119,922 at 6%; with 100% employer match about $134,913 at 4% or $89,942 at 6%.
Valmark Financial Group LLC Salary Savings Plan-113$9,054,562$1,219,611$10,793iApproximate average salary by contribution assumption: employee only about $269,825 at 4% or $179,884 at 6%; with 50% employer match about $179,884 at 4% or $119,922 at 6%; with 100% employer match about $134,913 at 4% or $89,942 at 6%.
20121111$7,549,314$1,008,624$9,087iApproximate average salary by contribution assumption: employee only about $227,168 at 4% or $151,445 at 6%; with 50% employer match about $151,445 at 4% or $100,963 at 6%; with 100% employer match about $113,584 at 4% or $75,723 at 6%.
Valmark Financial Group LLC Salary Savings Plan-111$7,549,314$1,008,624$9,087iApproximate average salary by contribution assumption: employee only about $227,168 at 4% or $151,445 at 6%; with 50% employer match about $151,445 at 4% or $100,963 at 6%; with 100% employer match about $113,584 at 4% or $75,723 at 6%.
20111118$6,187,580$830,604$7,039iApproximate average salary by contribution assumption: employee only about $175,975 at 4% or $117,317 at 6%; with 50% employer match about $117,317 at 4% or $78,211 at 6%; with 100% employer match about $87,988 at 4% or $58,658 at 6%.
Valmark Financial Group LLC Salary Savings Plan-118$6,187,580$830,604$7,039iApproximate average salary by contribution assumption: employee only about $175,975 at 4% or $117,317 at 6%; with 50% employer match about $117,317 at 4% or $78,211 at 6%; with 100% employer match about $87,988 at 4% or $58,658 at 6%.
20101110$5,700,378$731,546$6,650iApproximate average salary by contribution assumption: employee only about $166,260 at 4% or $110,840 at 6%; with 50% employer match about $110,840 at 4% or $73,894 at 6%; with 100% employer match about $83,130 at 4% or $55,420 at 6%.
Valmark Financial Group LLC Salary Savings Plan-110$5,700,378$731,546$6,650iApproximate average salary by contribution assumption: employee only about $166,260 at 4% or $110,840 at 6%; with 50% employer match about $110,840 at 4% or $73,894 at 6%; with 100% employer match about $83,130 at 4% or $55,420 at 6%.
20091104$4,423,662$882,209$8,483iApproximate average salary by contribution assumption: employee only about $212,069 at 4% or $141,380 at 6%; with 50% employer match about $141,380 at 4% or $94,253 at 6%; with 100% employer match about $106,035 at 4% or $70,690 at 6%.
Valmark Financial Group LLC Salary Savings Plan-104$4,423,662$882,209$8,483iApproximate average salary by contribution assumption: employee only about $212,069 at 4% or $141,380 at 6%; with 50% employer match about $141,380 at 4% or $94,253 at 6%; with 100% employer match about $106,035 at 4% or $70,690 at 6%.
20081105$2,908,947$757,256$7,212iApproximate average salary by contribution assumption: employee only about $180,299 at 4% or $120,199 at 6%; with 50% employer match about $120,199 at 4% or $80,133 at 6%; with 100% employer match about $90,150 at 4% or $60,100 at 6%.
Valmark Financial Group LLC Salary Savings Plan-105$2,908,947$757,256$7,212iApproximate average salary by contribution assumption: employee only about $180,299 at 4% or $120,199 at 6%; with 50% employer match about $120,199 at 4% or $80,133 at 6%; with 100% employer match about $90,150 at 4% or $60,100 at 6%.
2007183$0$0-
Valmark Financial Group LLC Salary Savings Plan-83---
2006177$2,974,318$583,079$7,572iApproximate average salary by contribution assumption: employee only about $189,311 at 4% or $126,208 at 6%; with 50% employer match about $126,208 at 4% or $84,138 at 6%; with 100% employer match about $94,656 at 4% or $63,104 at 6%.
Valmark Financial Group LLC Salary Savings Plan-77$2,974,318$583,079$7,572iApproximate average salary by contribution assumption: employee only about $189,311 at 4% or $126,208 at 6%; with 50% employer match about $126,208 at 4% or $84,138 at 6%; with 100% employer match about $94,656 at 4% or $63,104 at 6%.
2005156$2,205,141$391,804$6,997iApproximate average salary by contribution assumption: employee only about $174,913 at 4% or $116,608 at 6%; with 50% employer match about $116,608 at 4% or $77,739 at 6%; with 100% employer match about $87,456 at 4% or $58,304 at 6%.
Valmark Financial Group LLC Salary Savings Plan-56$2,205,141$391,804$6,997iApproximate average salary by contribution assumption: employee only about $174,913 at 4% or $116,608 at 6%; with 50% employer match about $116,608 at 4% or $77,739 at 6%; with 100% employer match about $87,456 at 4% or $58,304 at 6%.
2004154$1,815,951$288,313$5,339iApproximate average salary by contribution assumption: employee only about $133,478 at 4% or $88,985 at 6%; with 50% employer match about $88,985 at 4% or $59,324 at 6%; with 100% employer match about $66,739 at 4% or $44,493 at 6%.
Valmark Financial Group LLC Salary Savings Plan-54$1,815,951$288,313$5,339iApproximate average salary by contribution assumption: employee only about $133,478 at 4% or $88,985 at 6%; with 50% employer match about $88,985 at 4% or $59,324 at 6%; with 100% employer match about $66,739 at 4% or $44,493 at 6%.
2003142$1,469,854$249,311$5,936iApproximate average salary by contribution assumption: employee only about $148,399 at 4% or $98,933 at 6%; with 50% employer match about $98,933 at 4% or $65,955 at 6%; with 100% employer match about $74,200 at 4% or $49,466 at 6%.
Valmark Financial Group LLC Salary Savings Plan-42$1,469,854$249,311$5,936iApproximate average salary by contribution assumption: employee only about $148,399 at 4% or $98,933 at 6%; with 50% employer match about $98,933 at 4% or $65,955 at 6%; with 100% employer match about $74,200 at 4% or $49,466 at 6%.