Civic Intelligence

Ad Valorem Tax Inc.

Plan context: Ad Valorem Tax Inc. Profit Sharing Plan & Trust

EIN 36-3449496 • Covina, CA • 21 filings • 3 plans

861 Village Oaks Drive Suite 203Covina, CA 91724
Current Snapshot

Latest Year

2019

2019 Participants

13

2019 Assets

$1,756,627

2019 Contributions

$8,901

Historical Graphs

Total Assets Over Time

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

$1,991,666$995,833$0199920092018YearValue
$1,756,627Latest year 2018

Participants Over Time

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

1680199920092018YearValue
13Latest 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
201910$0$8,901-
Ad Valorem Tax Inc. Profit Sharing Plan & Trust-0$0$8,901-
2018113$1,756,627$32,798$2,523iApproximate average salary by contribution assumption: employee only about $63,073 at 4% or $42,049 at 6%; with 50% employer match about $42,049 at 4% or $28,032 at 6%; with 100% employer match about $31,537 at 4% or $21,024 at 6%.
Ad Valorem Tax Inc. Profit Sharing Plan & Trust-13$1,756,627$32,798$2,523iApproximate average salary by contribution assumption: employee only about $63,073 at 4% or $42,049 at 6%; with 50% employer match about $42,049 at 4% or $28,032 at 6%; with 100% employer match about $31,537 at 4% or $21,024 at 6%.
2017113$1,803,199$58,299$4,485iApproximate average salary by contribution assumption: employee only about $112,113 at 4% or $74,742 at 6%; with 50% employer match about $74,742 at 4% or $49,828 at 6%; with 100% employer match about $56,057 at 4% or $37,371 at 6%.
Ad Valorem Tax Inc. Profit Sharing Plan & Trust-13$1,803,199$58,299$4,485iApproximate average salary by contribution assumption: employee only about $112,113 at 4% or $74,742 at 6%; with 50% employer match about $74,742 at 4% or $49,828 at 6%; with 100% employer match about $56,057 at 4% or $37,371 at 6%.
2016113$1,442,938$61,652$4,742iApproximate average salary by contribution assumption: employee only about $118,562 at 4% or $79,041 at 6%; with 50% employer match about $79,041 at 4% or $52,694 at 6%; with 100% employer match about $59,281 at 4% or $39,521 at 6%.
Ad Valorem Tax Inc. Profit Sharing Plan & Trust-13$1,442,938$61,652$4,742iApproximate average salary by contribution assumption: employee only about $118,562 at 4% or $79,041 at 6%; with 50% employer match about $79,041 at 4% or $52,694 at 6%; with 100% employer match about $59,281 at 4% or $39,521 at 6%.
2015113$1,311,916$39,206$3,016iApproximate average salary by contribution assumption: employee only about $75,396 at 4% or $50,264 at 6%; with 50% employer match about $50,264 at 4% or $33,509 at 6%; with 100% employer match about $37,698 at 4% or $25,132 at 6%.
Ad Valorem Tax Inc. Profit Sharing Plan & Trust-13$1,311,916$39,206$3,016iApproximate average salary by contribution assumption: employee only about $75,396 at 4% or $50,264 at 6%; with 50% employer match about $50,264 at 4% or $33,509 at 6%; with 100% employer match about $37,698 at 4% or $25,132 at 6%.
2014112$1,771,036$25,178$2,098iApproximate average salary by contribution assumption: employee only about $52,454 at 4% or $34,969 at 6%; with 50% employer match about $34,969 at 4% or $23,313 at 6%; with 100% employer match about $26,227 at 4% or $17,485 at 6%.
Ad Valorem Tax Inc. Profit Sharing Plan & Trust-12$1,771,036$25,178$2,098iApproximate average salary by contribution assumption: employee only about $52,454 at 4% or $34,969 at 6%; with 50% employer match about $34,969 at 4% or $23,313 at 6%; with 100% employer match about $26,227 at 4% or $17,485 at 6%.
2013113$1,568,509$28,850$2,219iApproximate average salary by contribution assumption: employee only about $55,481 at 4% or $36,987 at 6%; with 50% employer match about $36,987 at 4% or $24,658 at 6%; with 100% employer match about $27,740 at 4% or $18,494 at 6%.
Ad Valorem Tax Inc. Profit Sharing Plan & Trust-13$1,568,509$28,850$2,219iApproximate average salary by contribution assumption: employee only about $55,481 at 4% or $36,987 at 6%; with 50% employer match about $36,987 at 4% or $24,658 at 6%; with 100% employer match about $27,740 at 4% or $18,494 at 6%.
2012113$1,445,077$44,072$3,390iApproximate average salary by contribution assumption: employee only about $84,754 at 4% or $56,503 at 6%; with 50% employer match about $56,503 at 4% or $37,668 at 6%; with 100% employer match about $42,377 at 4% or $28,251 at 6%.
Ad Valorem Tax Inc. Profit Sharing Plan & Trust-13$1,445,077$44,072$3,390iApproximate average salary by contribution assumption: employee only about $84,754 at 4% or $56,503 at 6%; with 50% employer match about $56,503 at 4% or $37,668 at 6%; with 100% employer match about $42,377 at 4% or $28,251 at 6%.
2011113$1,343,619$123,439$9,495iApproximate average salary by contribution assumption: employee only about $237,383 at 4% or $158,255 at 6%; with 50% employer match about $158,255 at 4% or $105,503 at 6%; with 100% employer match about $118,691 at 4% or $79,128 at 6%.
Ad Valorem Tax Inc. Profit Sharing Plan & Trust-13$1,343,619$123,439$9,495iApproximate average salary by contribution assumption: employee only about $237,383 at 4% or $158,255 at 6%; with 50% employer match about $158,255 at 4% or $105,503 at 6%; with 100% employer match about $118,691 at 4% or $79,128 at 6%.
2010113$1,228,842$130,602$10,046iApproximate average salary by contribution assumption: employee only about $251,158 at 4% or $167,438 at 6%; with 50% employer match about $167,438 at 4% or $111,626 at 6%; with 100% employer match about $125,579 at 4% or $83,719 at 6%.
Ad Valorem Tax Inc. Profit Sharing Plan & Trust-13$1,228,842$130,602$10,046iApproximate average salary by contribution assumption: employee only about $251,158 at 4% or $167,438 at 6%; with 50% employer match about $167,438 at 4% or $111,626 at 6%; with 100% employer match about $125,579 at 4% or $83,719 at 6%.
2009110$1,049,441$46,407$4,641iApproximate average salary by contribution assumption: employee only about $116,018 at 4% or $77,345 at 6%; with 50% employer match about $77,345 at 4% or $51,563 at 6%; with 100% employer match about $58,009 at 4% or $38,673 at 6%.
Ad Valorem Tax Inc. Profit Sharing Plan & Trust-10$1,049,441$46,407$4,641iApproximate average salary by contribution assumption: employee only about $116,018 at 4% or $77,345 at 6%; with 50% employer match about $77,345 at 4% or $51,563 at 6%; with 100% employer match about $58,009 at 4% or $38,673 at 6%.
2008111$1,151,239$52,810$4,801iApproximate average salary by contribution assumption: employee only about $120,023 at 4% or $80,015 at 6%; with 50% employer match about $80,015 at 4% or $53,343 at 6%; with 100% employer match about $60,011 at 4% or $40,008 at 6%.
Ad Valorem Tax Inc. Profit Sharing Plan & Trust-11$1,151,239$52,810$4,801iApproximate average salary by contribution assumption: employee only about $120,023 at 4% or $80,015 at 6%; with 50% employer match about $80,015 at 4% or $53,343 at 6%; with 100% employer match about $60,011 at 4% or $40,008 at 6%.
2007111$1,991,666$87,697$7,972iApproximate average salary by contribution assumption: employee only about $199,311 at 4% or $132,874 at 6%; with 50% employer match about $132,874 at 4% or $88,583 at 6%; with 100% employer match about $99,656 at 4% or $66,437 at 6%.
Ad Valorem Tax Inc. Profit Sharing Plan & Trust-11$1,991,666$87,697$7,972iApproximate average salary by contribution assumption: employee only about $199,311 at 4% or $132,874 at 6%; with 50% employer match about $132,874 at 4% or $88,583 at 6%; with 100% employer match about $99,656 at 4% or $66,437 at 6%.
2006113$1,811,295$97,640$7,511iApproximate average salary by contribution assumption: employee only about $187,769 at 4% or $125,179 at 6%; with 50% employer match about $125,179 at 4% or $83,453 at 6%; with 100% employer match about $93,885 at 4% or $62,590 at 6%.
Ad Valorem Tax Inc. Profit Sharing Plan & Trust-13$1,811,295$97,640$7,511iApproximate average salary by contribution assumption: employee only about $187,769 at 4% or $125,179 at 6%; with 50% employer match about $125,179 at 4% or $83,453 at 6%; with 100% employer match about $93,885 at 4% or $62,590 at 6%.
2005113$1,559,842$82,970$6,382iApproximate average salary by contribution assumption: employee only about $159,558 at 4% or $106,372 at 6%; with 50% employer match about $106,372 at 4% or $70,915 at 6%; with 100% employer match about $79,779 at 4% or $53,186 at 6%.
Ad Valorem Tax Inc. Profit Sharing Plan & Trust-13$1,559,842$82,970$6,382iApproximate average salary by contribution assumption: employee only about $159,558 at 4% or $106,372 at 6%; with 50% employer match about $106,372 at 4% or $70,915 at 6%; with 100% employer match about $79,779 at 4% or $53,186 at 6%.
2004113$1,415,258$83,385$6,414iApproximate average salary by contribution assumption: employee only about $160,356 at 4% or $106,904 at 6%; with 50% employer match about $106,904 at 4% or $71,269 at 6%; with 100% employer match about $80,178 at 4% or $53,452 at 6%.
Ad Valorem Tax Inc. Profit Sharing Plan & Trust-13$1,415,258$83,385$6,414iApproximate average salary by contribution assumption: employee only about $160,356 at 4% or $106,904 at 6%; with 50% employer match about $106,904 at 4% or $71,269 at 6%; with 100% employer match about $80,178 at 4% or $53,452 at 6%.
2003114$1,367,670$79,661$5,690iApproximate average salary by contribution assumption: employee only about $142,252 at 4% or $94,835 at 6%; with 50% employer match about $94,835 at 4% or $63,223 at 6%; with 100% employer match about $71,126 at 4% or $47,417 at 6%.
Ad Valorem Tax Inc. Profit Sharing Plan & Trust-14$1,367,670$79,661$5,690iApproximate average salary by contribution assumption: employee only about $142,252 at 4% or $94,835 at 6%; with 50% employer match about $94,835 at 4% or $63,223 at 6%; with 100% employer match about $71,126 at 4% or $47,417 at 6%.
2002115$1,151,592$67,848$4,523iApproximate average salary by contribution assumption: employee only about $113,080 at 4% or $75,387 at 6%; with 50% employer match about $75,387 at 4% or $50,258 at 6%; with 100% employer match about $56,540 at 4% or $37,693 at 6%.
Ad Valorem Tax Inc. Profit Sharing Plan & Trust-15$1,151,592$67,848$4,523iApproximate average salary by contribution assumption: employee only about $113,080 at 4% or $75,387 at 6%; with 50% employer match about $75,387 at 4% or $50,258 at 6%; with 100% employer match about $56,540 at 4% or $37,693 at 6%.
2001115$1,326,364$108,658$7,244iApproximate average salary by contribution assumption: employee only about $181,097 at 4% or $120,731 at 6%; with 50% employer match about $120,731 at 4% or $80,487 at 6%; with 100% employer match about $90,548 at 4% or $60,366 at 6%.
Ad Valorem Tax Inc. Profit Sharing Plan & Trust-15$1,326,364$108,658$7,244iApproximate average salary by contribution assumption: employee only about $181,097 at 4% or $120,731 at 6%; with 50% employer match about $120,731 at 4% or $80,487 at 6%; with 100% employer match about $90,548 at 4% or $60,366 at 6%.
2000115$1,506,106$172,801$11,520iApproximate average salary by contribution assumption: employee only about $288,002 at 4% or $192,001 at 6%; with 50% employer match about $192,001 at 4% or $128,001 at 6%; with 100% employer match about $144,001 at 4% or $96,001 at 6%.
Ad Valorem Tax Inc. Profit Sharing Plan & Trust-15$1,506,106$172,801$11,520iApproximate average salary by contribution assumption: employee only about $288,002 at 4% or $192,001 at 6%; with 50% employer match about $192,001 at 4% or $128,001 at 6%; with 100% employer match about $144,001 at 4% or $96,001 at 6%.
1999116$1,780,982$123,659$7,729iApproximate average salary by contribution assumption: employee only about $193,217 at 4% or $128,811 at 6%; with 50% employer match about $128,811 at 4% or $85,874 at 6%; with 100% employer match about $96,609 at 4% or $64,406 at 6%.
Ad Valorem Tax Inc. Profit Sharing Plan & Trust-16$1,780,982$123,659$7,729iApproximate average salary by contribution assumption: employee only about $193,217 at 4% or $128,811 at 6%; with 50% employer match about $128,811 at 4% or $85,874 at 6%; with 100% employer match about $96,609 at 4% or $64,406 at 6%.