Civic Intelligence

LVM Capital Management Ltd.

Plan context: LVM Capital Management Ltd. Profit Sharing Plan

EIN 38-2813532 • Portage, MI • 26 filings • 3 plans

7840 Moorsbridge RoadPortage, MI 49024
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$13,196,517

2024 Contributions

$210,583

Historical Graphs

Total Assets Over Time

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

$13,196,517$6,598,259$0199920152024YearValue
$13,196,517Latest year 2024

Participants Over Time

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

1470199920122024YearValue
14Latest 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
2024114$13,196,517$210,583$15,042iApproximate average salary by contribution assumption: employee only about $376,041 at 4% or $250,694 at 6%; with 50% employer match about $250,694 at 4% or $167,129 at 6%; with 100% employer match about $188,021 at 4% or $125,347 at 6%.
LVM Capital Management Ltd. Profit Sharing Plan-14$13,196,517$210,583$15,042iApproximate average salary by contribution assumption: employee only about $376,041 at 4% or $250,694 at 6%; with 50% employer match about $250,694 at 4% or $167,129 at 6%; with 100% employer match about $188,021 at 4% or $125,347 at 6%.
2023113$12,203,600$448,627$34,510iApproximate average salary by contribution assumption: employee only about $862,744 at 4% or $575,163 at 6%; with 50% employer match about $575,163 at 4% or $383,442 at 6%; with 100% employer match about $431,372 at 4% or $287,581 at 6%.
LVM Capital Management Ltd. Profit Sharing Plan-13$12,203,600$448,627$34,510iApproximate average salary by contribution assumption: employee only about $862,744 at 4% or $575,163 at 6%; with 50% employer match about $575,163 at 4% or $383,442 at 6%; with 100% employer match about $431,372 at 4% or $287,581 at 6%.
2022114$10,206,226$471,238$33,660iApproximate average salary by contribution assumption: employee only about $841,496 at 4% or $560,998 at 6%; with 50% employer match about $560,998 at 4% or $373,998 at 6%; with 100% employer match about $420,748 at 4% or $280,499 at 6%.
LVM Capital Management Ltd. Profit Sharing Plan-14$10,206,226$471,238$33,660iApproximate average salary by contribution assumption: employee only about $841,496 at 4% or $560,998 at 6%; with 50% employer match about $560,998 at 4% or $373,998 at 6%; with 100% employer match about $420,748 at 4% or $280,499 at 6%.
2021113$8,851,518$417,004$32,077iApproximate average salary by contribution assumption: employee only about $801,931 at 4% or $534,621 at 6%; with 50% employer match about $534,621 at 4% or $356,414 at 6%; with 100% employer match about $400,965 at 4% or $267,310 at 6%.
LVM Capital Management Ltd. Profit Sharing Plan-13$8,851,518$417,004$32,077iApproximate average salary by contribution assumption: employee only about $801,931 at 4% or $534,621 at 6%; with 50% employer match about $534,621 at 4% or $356,414 at 6%; with 100% employer match about $400,965 at 4% or $267,310 at 6%.
2020112$9,468,591$386,239$32,187iApproximate average salary by contribution assumption: employee only about $804,665 at 4% or $536,443 at 6%; with 50% employer match about $536,443 at 4% or $357,629 at 6%; with 100% employer match about $402,332 at 4% or $268,222 at 6%.
LVM Capital Management Ltd. Profit Sharing Plan-12$9,468,591$386,239$32,187iApproximate average salary by contribution assumption: employee only about $804,665 at 4% or $536,443 at 6%; with 50% employer match about $536,443 at 4% or $357,629 at 6%; with 100% employer match about $402,332 at 4% or $268,222 at 6%.
2019112$7,369,354$393,792$32,816iApproximate average salary by contribution assumption: employee only about $820,400 at 4% or $546,933 at 6%; with 50% employer match about $546,933 at 4% or $364,622 at 6%; with 100% employer match about $410,200 at 4% or $273,467 at 6%.
LVM Capital Management Ltd. Profit Sharing Plan-12$7,369,354$393,792$32,816iApproximate average salary by contribution assumption: employee only about $820,400 at 4% or $546,933 at 6%; with 50% employer match about $546,933 at 4% or $364,622 at 6%; with 100% employer match about $410,200 at 4% or $273,467 at 6%.
2018112$6,899,401$473,197$39,433iApproximate average salary by contribution assumption: employee only about $985,827 at 4% or $657,218 at 6%; with 50% employer match about $657,218 at 4% or $438,145 at 6%; with 100% employer match about $492,914 at 4% or $328,609 at 6%.
LVM Capital Management Ltd. Profit Sharing Plan-12$6,899,401$473,197$39,433iApproximate average salary by contribution assumption: employee only about $985,827 at 4% or $657,218 at 6%; with 50% employer match about $657,218 at 4% or $438,145 at 6%; with 100% employer match about $492,914 at 4% or $328,609 at 6%.
2017112$6,085,043$449,861$37,488iApproximate average salary by contribution assumption: employee only about $937,210 at 4% or $624,807 at 6%; with 50% employer match about $624,807 at 4% or $416,538 at 6%; with 100% employer match about $468,605 at 4% or $312,403 at 6%.
LVM Capital Management Ltd. Profit Sharing Plan-12$6,085,043$449,861$37,488iApproximate average salary by contribution assumption: employee only about $937,210 at 4% or $624,807 at 6%; with 50% employer match about $624,807 at 4% or $416,538 at 6%; with 100% employer match about $468,605 at 4% or $312,403 at 6%.
2016112$5,260,441$457,848$38,154iApproximate average salary by contribution assumption: employee only about $953,850 at 4% or $635,900 at 6%; with 50% employer match about $635,900 at 4% or $423,933 at 6%; with 100% employer match about $476,925 at 4% or $317,950 at 6%.
LVM Capital Management Ltd. Profit Sharing Plan-12$5,260,441$457,848$38,154iApproximate average salary by contribution assumption: employee only about $953,850 at 4% or $635,900 at 6%; with 50% employer match about $635,900 at 4% or $423,933 at 6%; with 100% employer match about $476,925 at 4% or $317,950 at 6%.
2015111$4,369,341$375,596$34,145iApproximate average salary by contribution assumption: employee only about $853,627 at 4% or $569,085 at 6%; with 50% employer match about $569,085 at 4% or $379,390 at 6%; with 100% employer match about $426,814 at 4% or $284,542 at 6%.
LVM Capital Management Ltd. Profit Sharing Plan-11$4,369,341$375,596$34,145iApproximate average salary by contribution assumption: employee only about $853,627 at 4% or $569,085 at 6%; with 50% employer match about $569,085 at 4% or $379,390 at 6%; with 100% employer match about $426,814 at 4% or $284,542 at 6%.
2014112$3,980,255$322,719$26,893iApproximate average salary by contribution assumption: employee only about $672,331 at 4% or $448,221 at 6%; with 50% employer match about $448,221 at 4% or $298,814 at 6%; with 100% employer match about $336,166 at 4% or $224,110 at 6%.
LVM Capital Management Ltd. Profit Sharing Plan-12$3,980,255$322,719$26,893iApproximate average salary by contribution assumption: employee only about $672,331 at 4% or $448,221 at 6%; with 50% employer match about $448,221 at 4% or $298,814 at 6%; with 100% employer match about $336,166 at 4% or $224,110 at 6%.
2013111$4,068,349$250,000$22,727iApproximate average salary by contribution assumption: employee only about $568,182 at 4% or $378,788 at 6%; with 50% employer match about $378,788 at 4% or $252,525 at 6%; with 100% employer match about $284,091 at 4% or $189,394 at 6%.
LVM Capital Management Ltd. Profit Sharing Plan-11$4,068,349$250,000$22,727iApproximate average salary by contribution assumption: employee only about $568,182 at 4% or $378,788 at 6%; with 50% employer match about $378,788 at 4% or $252,525 at 6%; with 100% employer match about $284,091 at 4% or $189,394 at 6%.
2012110$3,643,316$250,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
LVM Capital Management Ltd. Profit Sharing Plan-10$3,643,316$250,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
2011112$3,247,693$250,000$20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%.
LVM Capital Management Ltd. Profit Sharing Plan-12$3,247,693$250,000$20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%.
2010111$2,877,362$243,627$22,148iApproximate average salary by contribution assumption: employee only about $553,698 at 4% or $369,132 at 6%; with 50% employer match about $369,132 at 4% or $246,088 at 6%; with 100% employer match about $276,849 at 4% or $184,566 at 6%.
LVM Capital Management Ltd. Profit Sharing Plan-11$2,877,362$243,627$22,148iApproximate average salary by contribution assumption: employee only about $553,698 at 4% or $369,132 at 6%; with 50% employer match about $369,132 at 4% or $246,088 at 6%; with 100% employer match about $276,849 at 4% or $184,566 at 6%.
2009113$2,295,374$50,000$3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%.
LVM Capital Management Ltd. Profit Sharing Plan-13$2,295,374$50,000$3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%.
2008113$0$0-
LVM Capital Management Ltd. Profit Sharing Plan-13---
2007113$0$0-
LVM Capital Management Ltd. Profit Sharing Plan-13---
2006112$1,818,702$49,907$4,159iApproximate average salary by contribution assumption: employee only about $103,973 at 4% or $69,315 at 6%; with 50% employer match about $69,315 at 4% or $46,210 at 6%; with 100% employer match about $51,986 at 4% or $34,658 at 6%.
LVM Capital Management Ltd. Profit Sharing Plan-12$1,818,702$49,907$4,159iApproximate average salary by contribution assumption: employee only about $103,973 at 4% or $69,315 at 6%; with 50% employer match about $69,315 at 4% or $46,210 at 6%; with 100% employer match about $51,986 at 4% or $34,658 at 6%.
2005112$0$0-
LVM Capital Management Ltd. Profit Sharing Plan-12---
2004111$1,107,735$0-
LVM Capital Management Ltd. Profit Sharing Plan-11$1,107,735--
2003111$0$0-
LVM Capital Management Ltd. Profit Sharing Plan-11---
2002111$0$0-
LVM Capital Management Ltd. Profit Sharing Plan-11---
200117$0$0-
LVM Capital Management Ltd. Profit Sharing Plan-7---
200018$0$0-
LVM Capital Management Ltd. Profit Sharing Plan-8---
199918$400,560$105,000$13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%.
LVM Capital Management Ltd. Profit Sharing Plan-8$400,560$105,000$13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%.