Civic Intelligence

Valeri Agency Inc.

Plan context: Valeri Agency Inc. Profit Sharing Plan & Trust

EIN 39-1171436 • Kenosha, WI • 23 filings • 2 plans

6309 60th StreetSuite 200Kenosha, WI 53144
Current Snapshot

Latest Year

2021

2021 Participants

11

2021 Assets

$3,859,628

2021 Contributions

$32,572

Historical Graphs

Total Assets Over Time

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

$3,859,628$1,929,814$0199920112020YearValue
$3,859,628Latest year 2020

Participants Over Time

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

1790199920102020YearValue
11Latest year 2020

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
202110$0$0-
Valeri Agency Inc. Profit Sharing Plan & Trust-0$0--
2020111$3,859,628$32,572$2,961iApproximate average salary by contribution assumption: employee only about $74,027 at 4% or $49,352 at 6%; with 50% employer match about $49,352 at 4% or $32,901 at 6%; with 100% employer match about $37,014 at 4% or $24,676 at 6%.
Valeri Agency Inc. Profit Sharing Plan & Trust-11$3,859,628$32,572$2,961iApproximate average salary by contribution assumption: employee only about $74,027 at 4% or $49,352 at 6%; with 50% employer match about $49,352 at 4% or $32,901 at 6%; with 100% employer match about $37,014 at 4% or $24,676 at 6%.
2019113$3,434,641$67,026$5,156iApproximate average salary by contribution assumption: employee only about $128,896 at 4% or $85,931 at 6%; with 50% employer match about $85,931 at 4% or $57,287 at 6%; with 100% employer match about $64,448 at 4% or $42,965 at 6%.
Valeri Agency Inc. Profit Sharing Plan & Trust-13$3,434,641$67,026$5,156iApproximate average salary by contribution assumption: employee only about $128,896 at 4% or $85,931 at 6%; with 50% employer match about $85,931 at 4% or $57,287 at 6%; with 100% employer match about $64,448 at 4% or $42,965 at 6%.
2018116$2,824,553$80,592$5,037iApproximate average salary by contribution assumption: employee only about $125,925 at 4% or $83,950 at 6%; with 50% employer match about $83,950 at 4% or $55,967 at 6%; with 100% employer match about $62,963 at 4% or $41,975 at 6%.
Valeri Agency Inc. Profit Sharing Plan & Trust-16$2,824,553$80,592$5,037iApproximate average salary by contribution assumption: employee only about $125,925 at 4% or $83,950 at 6%; with 50% employer match about $83,950 at 4% or $55,967 at 6%; with 100% employer match about $62,963 at 4% or $41,975 at 6%.
2017116$3,095,419$84,702$5,294iApproximate average salary by contribution assumption: employee only about $132,347 at 4% or $88,231 at 6%; with 50% employer match about $88,231 at 4% or $58,821 at 6%; with 100% employer match about $66,173 at 4% or $44,116 at 6%.
Valeri Agency Inc. Profit Sharing Plan & Trust-16$3,095,419$84,702$5,294iApproximate average salary by contribution assumption: employee only about $132,347 at 4% or $88,231 at 6%; with 50% employer match about $88,231 at 4% or $58,821 at 6%; with 100% employer match about $66,173 at 4% or $44,116 at 6%.
2016116$2,631,056$96,302$6,019iApproximate average salary by contribution assumption: employee only about $150,472 at 4% or $100,315 at 6%; with 50% employer match about $100,315 at 4% or $66,876 at 6%; with 100% employer match about $75,236 at 4% or $50,157 at 6%.
Valeri Agency Inc. Profit Sharing Plan & Trust-16$2,631,056$96,302$6,019iApproximate average salary by contribution assumption: employee only about $150,472 at 4% or $100,315 at 6%; with 50% employer match about $100,315 at 4% or $66,876 at 6%; with 100% employer match about $75,236 at 4% or $50,157 at 6%.
2015117$2,482,134$57,236$3,367iApproximate average salary by contribution assumption: employee only about $84,171 at 4% or $56,114 at 6%; with 50% employer match about $56,114 at 4% or $37,409 at 6%; with 100% employer match about $42,085 at 4% or $28,057 at 6%.
Valeri Agency Inc. Profit Sharing Plan & Trust-17$2,482,134$57,236$3,367iApproximate average salary by contribution assumption: employee only about $84,171 at 4% or $56,114 at 6%; with 50% employer match about $56,114 at 4% or $37,409 at 6%; with 100% employer match about $42,085 at 4% or $28,057 at 6%.
2014116$2,487,946$65,627$4,102iApproximate average salary by contribution assumption: employee only about $102,542 at 4% or $68,361 at 6%; with 50% employer match about $68,361 at 4% or $45,574 at 6%; with 100% employer match about $51,271 at 4% or $34,181 at 6%.
Valeri Agency Inc. Profit Sharing Plan & Trust-16$2,487,946$65,627$4,102iApproximate average salary by contribution assumption: employee only about $102,542 at 4% or $68,361 at 6%; with 50% employer match about $68,361 at 4% or $45,574 at 6%; with 100% employer match about $51,271 at 4% or $34,181 at 6%.
2013117$2,302,009$66,764$3,927iApproximate average salary by contribution assumption: employee only about $98,182 at 4% or $65,455 at 6%; with 50% employer match about $65,455 at 4% or $43,637 at 6%; with 100% employer match about $49,091 at 4% or $32,727 at 6%.
Valeri Agency Inc. Profit Sharing Plan & Trust-17$2,302,009$66,764$3,927iApproximate average salary by contribution assumption: employee only about $98,182 at 4% or $65,455 at 6%; with 50% employer match about $65,455 at 4% or $43,637 at 6%; with 100% employer match about $49,091 at 4% or $32,727 at 6%.
2012115$1,958,574$82,261$5,484iApproximate average salary by contribution assumption: employee only about $137,102 at 4% or $91,401 at 6%; with 50% employer match about $91,401 at 4% or $60,934 at 6%; with 100% employer match about $68,551 at 4% or $45,701 at 6%.
Valeri Agency Inc. Profit Sharing Plan & Trust-15$1,958,574$82,261$5,484iApproximate average salary by contribution assumption: employee only about $137,102 at 4% or $91,401 at 6%; with 50% employer match about $91,401 at 4% or $60,934 at 6%; with 100% employer match about $68,551 at 4% or $45,701 at 6%.
2011111$1,643,171$43,102$3,918iApproximate average salary by contribution assumption: employee only about $97,959 at 4% or $65,306 at 6%; with 50% employer match about $65,306 at 4% or $43,537 at 6%; with 100% employer match about $48,980 at 4% or $32,653 at 6%.
Valeri Agency Inc. Profit Sharing Plan & Trust-11$1,643,171$43,102$3,918iApproximate average salary by contribution assumption: employee only about $97,959 at 4% or $65,306 at 6%; with 50% employer match about $65,306 at 4% or $43,537 at 6%; with 100% employer match about $48,980 at 4% or $32,653 at 6%.
2010114$1,588,801$44,975$3,213iApproximate average salary by contribution assumption: employee only about $80,313 at 4% or $53,542 at 6%; with 50% employer match about $53,542 at 4% or $35,694 at 6%; with 100% employer match about $40,156 at 4% or $26,771 at 6%.
Valeri Agency Inc. Profit Sharing Plan & Trust-14$1,588,801$44,975$3,213iApproximate average salary by contribution assumption: employee only about $80,313 at 4% or $53,542 at 6%; with 50% employer match about $53,542 at 4% or $35,694 at 6%; with 100% employer match about $40,156 at 4% or $26,771 at 6%.
2009114$1,581,574$41,716$2,980iApproximate average salary by contribution assumption: employee only about $74,493 at 4% or $49,662 at 6%; with 50% employer match about $49,662 at 4% or $33,108 at 6%; with 100% employer match about $37,246 at 4% or $24,831 at 6%.
Valeri Agency Inc. Profit Sharing Plan & Trust-14$1,581,574$41,716$2,980iApproximate average salary by contribution assumption: employee only about $74,493 at 4% or $49,662 at 6%; with 50% employer match about $49,662 at 4% or $33,108 at 6%; with 100% employer match about $37,246 at 4% or $24,831 at 6%.
2008112$1,311,299$104,437$8,703iApproximate average salary by contribution assumption: employee only about $217,577 at 4% or $145,051 at 6%; with 50% employer match about $145,051 at 4% or $96,701 at 6%; with 100% employer match about $108,789 at 4% or $72,526 at 6%.
Valeri Agency Inc. Profit Sharing Plan & Trust-12$1,311,299$104,437$8,703iApproximate average salary by contribution assumption: employee only about $217,577 at 4% or $145,051 at 6%; with 50% employer match about $145,051 at 4% or $96,701 at 6%; with 100% employer match about $108,789 at 4% or $72,526 at 6%.
2007112$0$0-
Valeri Agency Inc. Profit Sharing Plan & Trust-12---
2006111$1,555,024$185,166$16,833iApproximate average salary by contribution assumption: employee only about $420,832 at 4% or $280,555 at 6%; with 50% employer match about $280,555 at 4% or $187,036 at 6%; with 100% employer match about $210,416 at 4% or $140,277 at 6%.
Valeri Agency Inc. Profit Sharing Plan & Trust-11$1,555,024$185,166$16,833iApproximate average salary by contribution assumption: employee only about $420,832 at 4% or $280,555 at 6%; with 50% employer match about $280,555 at 4% or $187,036 at 6%; with 100% employer match about $210,416 at 4% or $140,277 at 6%.
2005111$1,197,219$168,727$15,339iApproximate average salary by contribution assumption: employee only about $383,470 at 4% or $255,647 at 6%; with 50% employer match about $255,647 at 4% or $170,431 at 6%; with 100% employer match about $191,735 at 4% or $127,823 at 6%.
Valeri Agency Inc. Profit Sharing Plan & Trust-11$1,197,219$168,727$15,339iApproximate average salary by contribution assumption: employee only about $383,470 at 4% or $255,647 at 6%; with 50% employer match about $255,647 at 4% or $170,431 at 6%; with 100% employer match about $191,735 at 4% or $127,823 at 6%.
200418$949,038$142,958$17,870iApproximate average salary by contribution assumption: employee only about $446,744 at 4% or $297,829 at 6%; with 50% employer match about $297,829 at 4% or $198,553 at 6%; with 100% employer match about $223,372 at 4% or $148,915 at 6%.
Valeri Agency Inc. Profit Sharing Plan & Trust-8$949,038$142,958$17,870iApproximate average salary by contribution assumption: employee only about $446,744 at 4% or $297,829 at 6%; with 50% employer match about $297,829 at 4% or $198,553 at 6%; with 100% employer match about $223,372 at 4% or $148,915 at 6%.
200319$738,475$150,298$16,700iApproximate average salary by contribution assumption: employee only about $417,494 at 4% or $278,330 at 6%; with 50% employer match about $278,330 at 4% or $185,553 at 6%; with 100% employer match about $208,747 at 4% or $139,165 at 6%.
Valeri Agency Inc. Profit Sharing Plan & Trust-9$738,475$150,298$16,700iApproximate average salary by contribution assumption: employee only about $417,494 at 4% or $278,330 at 6%; with 50% employer match about $278,330 at 4% or $185,553 at 6%; with 100% employer match about $208,747 at 4% or $139,165 at 6%.
200219$524,192$108,984$12,109iApproximate average salary by contribution assumption: employee only about $302,733 at 4% or $201,822 at 6%; with 50% employer match about $201,822 at 4% or $134,548 at 6%; with 100% employer match about $151,367 at 4% or $100,911 at 6%.
Valeri Agency Inc. Profit Sharing Plan & Trust-9$524,192$108,984$12,109iApproximate average salary by contribution assumption: employee only about $302,733 at 4% or $201,822 at 6%; with 50% employer match about $201,822 at 4% or $134,548 at 6%; with 100% employer match about $151,367 at 4% or $100,911 at 6%.
200118$0$0-
Valeri Agency Inc. Profit Sharing Plan & Trust-8---
2000110$766,577$50,224$5,022iApproximate average salary by contribution assumption: employee only about $125,560 at 4% or $83,707 at 6%; with 50% employer match about $83,707 at 4% or $55,804 at 6%; with 100% employer match about $62,780 at 4% or $41,853 at 6%.
Valeri Agency Inc. Profit Sharing Plan & Trust-10$766,577$50,224$5,022iApproximate average salary by contribution assumption: employee only about $125,560 at 4% or $83,707 at 6%; with 50% employer match about $83,707 at 4% or $55,804 at 6%; with 100% employer match about $62,780 at 4% or $41,853 at 6%.
199919$743,915$56,217$6,246iApproximate average salary by contribution assumption: employee only about $156,158 at 4% or $104,106 at 6%; with 50% employer match about $104,106 at 4% or $69,404 at 6%; with 100% employer match about $78,079 at 4% or $52,053 at 6%.
Valeri Agency Inc. Profit Sharing Plan & Trust-9$743,915$56,217$6,246iApproximate average salary by contribution assumption: employee only about $156,158 at 4% or $104,106 at 6%; with 50% employer match about $104,106 at 4% or $69,404 at 6%; with 100% employer match about $78,079 at 4% or $52,053 at 6%.