Civic Intelligence

VAIIEY MANAGEMENT INC.

Plan context: Valley Management Inc. 401(K) Plan and Trust

EIN 39-1259167 • Neenah, WI • 81 filings • 14 plans

18 Jewelers Park Dr Ste 100Neenah, WI 54956-5902
Current Snapshot

Latest Year

2024

2024 Participants

320

2024 Assets

$8,247,141

2024 Contributions

$505,311

Historical Graphs

Total Assets Over Time

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

$9,868,325$4,934,163$0200020122024YearValue
$8,247,141Latest year 2024

Participants Over Time

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

3461730200020122024YearValue
320Latest 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
20244320$8,247,141$505,311$1,579iApproximate average salary by contribution assumption: employee only about $39,477 at 4% or $26,318 at 6%; with 50% employer match about $26,318 at 4% or $17,546 at 6%; with 100% employer match about $19,739 at 4% or $13,159 at 6%.
Valley Management Inc. 401(K) Plan and Trust-320$8,247,141$505,311$1,579iApproximate average salary by contribution assumption: employee only about $39,477 at 4% or $26,318 at 6%; with 50% employer match about $26,318 at 4% or $17,546 at 6%; with 100% employer match about $19,739 at 4% or $13,159 at 6%.
Valley Management Inc. Employee Health and Welfare Benefit Plan-138---
Valley Management Inc.-154---
Valley Management Inc.-154---
20234293$8,315,590$531,687$1,815iApproximate average salary by contribution assumption: employee only about $45,366 at 4% or $30,244 at 6%; with 50% employer match about $30,244 at 4% or $20,163 at 6%; with 100% employer match about $22,683 at 4% or $15,122 at 6%.
Valley Management Inc. 401(K) Plan and Trust-293$8,315,590$531,687$1,815iApproximate average salary by contribution assumption: employee only about $45,366 at 4% or $30,244 at 6%; with 50% employer match about $30,244 at 4% or $20,163 at 6%; with 100% employer match about $22,683 at 4% or $15,122 at 6%.
Valley Management Inc.-152---
Valley Management Inc.-152---
Valley Management Inc. Employee Health and Welfare Benefit Plan-132---
20224289$7,142,119$483,033$1,671iApproximate average salary by contribution assumption: employee only about $41,785 at 4% or $27,857 at 6%; with 50% employer match about $27,857 at 4% or $18,571 at 6%; with 100% employer match about $20,892 at 4% or $13,928 at 6%.
Valley Management Inc. 401(K) Plan and Trust-289$7,142,119$483,033$1,671iApproximate average salary by contribution assumption: employee only about $41,785 at 4% or $27,857 at 6%; with 50% employer match about $27,857 at 4% or $18,571 at 6%; with 100% employer match about $20,892 at 4% or $13,928 at 6%.
Valley Management Inc. Employee Health and Welfare Benefit Plan-129---
Valley Management Inc.-147---
Valley Management Inc.-147---
20214295$9,868,325$478,614$1,622iApproximate average salary by contribution assumption: employee only about $40,561 at 4% or $27,040 at 6%; with 50% employer match about $27,040 at 4% or $18,027 at 6%; with 100% employer match about $20,280 at 4% or $13,520 at 6%.
Valley Management Inc. 401(K) Plan and Trust-295$9,868,325$478,614$1,622iApproximate average salary by contribution assumption: employee only about $40,561 at 4% or $27,040 at 6%; with 50% employer match about $27,040 at 4% or $18,027 at 6%; with 100% employer match about $20,280 at 4% or $13,520 at 6%.
Valley Management Inc. Employee Health and Welfare Benefit Plan-139---
Valley Management Inc.-140---
Valley Management Inc.-140---
20204308$8,025,636$409,921$1,331iApproximate average salary by contribution assumption: employee only about $33,273 at 4% or $22,182 at 6%; with 50% employer match about $22,182 at 4% or $14,788 at 6%; with 100% employer match about $16,636 at 4% or $11,091 at 6%.
Valley Management Inc. 401(K) Plan and Trust-308$8,025,636$409,921$1,331iApproximate average salary by contribution assumption: employee only about $33,273 at 4% or $22,182 at 6%; with 50% employer match about $22,182 at 4% or $14,788 at 6%; with 100% employer match about $16,636 at 4% or $11,091 at 6%.
Valley Management Inc. Employee Health and Welfare Benefit Plan-149---
Valley Management Inc.-142---
Valley Management Inc.-142---
20194285$6,806,922$344,690$1,209iApproximate average salary by contribution assumption: employee only about $30,236 at 4% or $20,157 at 6%; with 50% employer match about $20,157 at 4% or $13,438 at 6%; with 100% employer match about $15,118 at 4% or $10,079 at 6%.
Valley Management Inc. 401(K) Plan and Trust-285$6,806,922$344,690$1,209iApproximate average salary by contribution assumption: employee only about $30,236 at 4% or $20,157 at 6%; with 50% employer match about $20,157 at 4% or $13,438 at 6%; with 100% employer match about $15,118 at 4% or $10,079 at 6%.
Valley Management Inc.-137---
Valley Management Inc. Employee Health and Welfare Benefit Plan-144---
Valley Management Inc.-137---
20184287$5,524,625$306,454$1,068iApproximate average salary by contribution assumption: employee only about $26,695 at 4% or $17,796 at 6%; with 50% employer match about $17,796 at 4% or $11,864 at 6%; with 100% employer match about $13,347 at 4% or $8,898 at 6%.
Valley Management Inc. 401(K) Plan and Trust-287$5,524,625$306,454$1,068iApproximate average salary by contribution assumption: employee only about $26,695 at 4% or $17,796 at 6%; with 50% employer match about $17,796 at 4% or $11,864 at 6%; with 100% employer match about $13,347 at 4% or $8,898 at 6%.
Valley Management Inc. Employee Health and Welfare Benefit Plan-142---
Valley Management Inc.-134---
Valley Management Inc.-134---
20174297$6,039,499$257,617$867iApproximate average salary by contribution assumption: employee only about $21,685 at 4% or $14,457 at 6%; with 50% employer match about $14,457 at 4% or $9,638 at 6%; with 100% employer match about $10,842 at 4% or $7,228 at 6%.
Valley Management Inc. 401(K) Plan and Trust-297$6,039,499$257,617$867iApproximate average salary by contribution assumption: employee only about $21,685 at 4% or $14,457 at 6%; with 50% employer match about $14,457 at 4% or $9,638 at 6%; with 100% employer match about $10,842 at 4% or $7,228 at 6%.
Valley Management Inc. Employee Health and Welfare Benefit Plan-138---
Valley Management Inc.-142---
Valley Management Inc.-141---
20164293$5,011,614$237,387$810iApproximate average salary by contribution assumption: employee only about $20,255 at 4% or $13,503 at 6%; with 50% employer match about $13,503 at 4% or $9,002 at 6%; with 100% employer match about $10,127 at 4% or $6,752 at 6%.
Valley Management Inc. 401(K) Plan and Trust-293$5,011,614$237,387$810iApproximate average salary by contribution assumption: employee only about $20,255 at 4% or $13,503 at 6%; with 50% employer match about $13,503 at 4% or $9,002 at 6%; with 100% employer match about $10,127 at 4% or $6,752 at 6%.
Valley Management Inc.-146---
Valley Management Inc.-146---
Valley Management Inc. Employee Health and Welfare Benefit Plan-122---
20154279$4,758,888$221,180$793iApproximate average salary by contribution assumption: employee only about $19,819 at 4% or $13,213 at 6%; with 50% employer match about $13,213 at 4% or $8,808 at 6%; with 100% employer match about $9,909 at 4% or $6,606 at 6%.
Valley Management Inc. 401(K) Plan and Trust-279$4,758,888$221,180$793iApproximate average salary by contribution assumption: employee only about $19,819 at 4% or $13,213 at 6%; with 50% employer match about $13,213 at 4% or $8,808 at 6%; with 100% employer match about $9,909 at 4% or $6,606 at 6%.
Valley Management Inc. Employee Health and Welfare Benefit Plan-101---
Valley Management Inc.-131---
Valley Management Inc.-131---
20144311$5,171,801$221,403$712iApproximate average salary by contribution assumption: employee only about $17,798 at 4% or $11,865 at 6%; with 50% employer match about $11,865 at 4% or $7,910 at 6%; with 100% employer match about $8,899 at 4% or $5,933 at 6%.
Valley Management Inc. 401(K) Plan and Trust-311$5,171,801$221,403$712iApproximate average salary by contribution assumption: employee only about $17,798 at 4% or $11,865 at 6%; with 50% employer match about $11,865 at 4% or $7,910 at 6%; with 100% employer match about $8,899 at 4% or $5,933 at 6%.
Valley Management Inc. Employee Health and Welfare Benefit Plan-93---
Valley Management Inc.-152---
Valley Management Inc.-152---
20134301$4,790,907$225,138$748iApproximate average salary by contribution assumption: employee only about $18,699 at 4% or $12,466 at 6%; with 50% employer match about $12,466 at 4% or $8,311 at 6%; with 100% employer match about $9,350 at 4% or $6,233 at 6%.
Valley Management Inc. 401(K) Plan and Trust-301$4,790,907$225,138$748iApproximate average salary by contribution assumption: employee only about $18,699 at 4% or $12,466 at 6%; with 50% employer match about $12,466 at 4% or $8,311 at 6%; with 100% employer match about $9,350 at 4% or $6,233 at 6%.
Valley Management Inc. Employee Health and Welfare Benefit Plan-97---
Valley Management Inc.-142---
Valley Management Inc.-142---
20124313$3,794,481$230,549$737iApproximate average salary by contribution assumption: employee only about $18,414 at 4% or $12,276 at 6%; with 50% employer match about $12,276 at 4% or $8,184 at 6%; with 100% employer match about $9,207 at 4% or $6,138 at 6%.
Valley Management Inc. 401(K) Plan and Trust-313$3,794,481$230,549$737iApproximate average salary by contribution assumption: employee only about $18,414 at 4% or $12,276 at 6%; with 50% employer match about $12,276 at 4% or $8,184 at 6%; with 100% employer match about $9,207 at 4% or $6,138 at 6%.
Valley Management Inc. Employee Health and Welfare Benefit Plan-95---
Valley Management Inc.-143---
Valley Management Inc.-143---
20114338$3,215,975$226,127$669iApproximate average salary by contribution assumption: employee only about $16,725 at 4% or $11,150 at 6%; with 50% employer match about $11,150 at 4% or $7,433 at 6%; with 100% employer match about $8,363 at 4% or $5,575 at 6%.
Valley Management Inc. 401(K) Plan and Trust-338$3,215,975$226,127$669iApproximate average salary by contribution assumption: employee only about $16,725 at 4% or $11,150 at 6%; with 50% employer match about $11,150 at 4% or $7,433 at 6%; with 100% employer match about $8,363 at 4% or $5,575 at 6%.
Valley Management Inc.-133---
Valley Management Inc. Employee Health and Welfare Benefit Plan-92---
Valley Management Inc.-133---
20104346$3,220,720$222,276$642iApproximate average salary by contribution assumption: employee only about $16,060 at 4% or $10,707 at 6%; with 50% employer match about $10,707 at 4% or $7,138 at 6%; with 100% employer match about $8,030 at 4% or $5,353 at 6%.
Valley Management Inc. 401(K) Plan and Trust-346$3,220,720$222,276$642iApproximate average salary by contribution assumption: employee only about $16,060 at 4% or $10,707 at 6%; with 50% employer match about $10,707 at 4% or $7,138 at 6%; with 100% employer match about $8,030 at 4% or $5,353 at 6%.
Valley Management Inc. Employee Health and Welfare Benefit Plan-100---
Valley Management Inc.-136---
Valley Management Inc.-136---
20092328$2,587,043$242,277$739iApproximate average salary by contribution assumption: employee only about $18,466 at 4% or $12,311 at 6%; with 50% employer match about $12,311 at 4% or $8,207 at 6%; with 100% employer match about $9,233 at 4% or $6,155 at 6%.
Valley Management Inc. 401(K) Plan and Trust-328$2,587,043$242,277$739iApproximate average salary by contribution assumption: employee only about $18,466 at 4% or $12,311 at 6%; with 50% employer match about $12,311 at 4% or $8,207 at 6%; with 100% employer match about $9,233 at 4% or $6,155 at 6%.
Valley Management Inc. Employee Health and Welfare Benefit Plan-106---
20082344$1,970,513$236,214$687iApproximate average salary by contribution assumption: employee only about $17,167 at 4% or $11,444 at 6%; with 50% employer match about $11,444 at 4% or $7,630 at 6%; with 100% employer match about $8,583 at 4% or $5,722 at 6%.
Valley Management Inc. 401(K) Plan and Trust-344$1,970,513$236,214$687iApproximate average salary by contribution assumption: employee only about $17,167 at 4% or $11,444 at 6%; with 50% employer match about $11,444 at 4% or $7,630 at 6%; with 100% employer match about $8,583 at 4% or $5,722 at 6%.
Valley Management Inc. Employee Health and Welfare Benefit Plan-100---
20072329$2,930,864$239,281$727iApproximate average salary by contribution assumption: employee only about $18,182 at 4% or $12,122 at 6%; with 50% employer match about $12,122 at 4% or $8,081 at 6%; with 100% employer match about $9,091 at 4% or $6,061 at 6%.
Valley Management Inc. 401(K) Plan and Trust-329$2,930,864$239,281$727iApproximate average salary by contribution assumption: employee only about $18,182 at 4% or $12,122 at 6%; with 50% employer match about $12,122 at 4% or $8,081 at 6%; with 100% employer match about $9,091 at 4% or $6,061 at 6%.
Valley Management Inc. Employee Health and Welfare Benefit Plan-113---
20062287$2,607,214$222,503$775iApproximate average salary by contribution assumption: employee only about $19,382 at 4% or $12,921 at 6%; with 50% employer match about $12,921 at 4% or $8,614 at 6%; with 100% employer match about $9,691 at 4% or $6,461 at 6%.
Valley Management Inc. 401(K) Plan and Trust-287$2,607,214$222,503$775iApproximate average salary by contribution assumption: employee only about $19,382 at 4% or $12,921 at 6%; with 50% employer match about $12,921 at 4% or $8,614 at 6%; with 100% employer match about $9,691 at 4% or $6,461 at 6%.
Valley Management Inc. Employee Health and Welfare Benefit Plan-118---
20052289$2,112,922$207,135$717iApproximate average salary by contribution assumption: employee only about $17,918 at 4% or $11,946 at 6%; with 50% employer match about $11,946 at 4% or $7,964 at 6%; with 100% employer match about $8,959 at 4% or $5,973 at 6%.
Valley Management Inc. 401(K) Plan and Trust-289$2,112,922$207,135$717iApproximate average salary by contribution assumption: employee only about $17,918 at 4% or $11,946 at 6%; with 50% employer match about $11,946 at 4% or $7,964 at 6%; with 100% employer match about $8,959 at 4% or $5,973 at 6%.
Valley Management Inc. Employee Health and Welfare Benefit Plan-119---
20042272$1,842,250$195,498$719iApproximate average salary by contribution assumption: employee only about $17,969 at 4% or $11,979 at 6%; with 50% employer match about $11,979 at 4% or $7,986 at 6%; with 100% employer match about $8,984 at 4% or $5,990 at 6%.
Valley Management Inc. 401(K) Plan and Trust-272$1,842,250$195,498$719iApproximate average salary by contribution assumption: employee only about $17,969 at 4% or $11,979 at 6%; with 50% employer match about $11,979 at 4% or $7,986 at 6%; with 100% employer match about $8,984 at 4% or $5,990 at 6%.
Valley Management Inc. Employee Health and Welfare Benefit Plan-132---
20032281$1,572,159$191,797$683iApproximate average salary by contribution assumption: employee only about $17,064 at 4% or $11,376 at 6%; with 50% employer match about $11,376 at 4% or $7,584 at 6%; with 100% employer match about $8,532 at 4% or $5,688 at 6%.
Valley Management Inc. 401(K) Plan and Trust-281$1,572,159$191,797$683iApproximate average salary by contribution assumption: employee only about $17,064 at 4% or $11,376 at 6%; with 50% employer match about $11,376 at 4% or $7,584 at 6%; with 100% employer match about $8,532 at 4% or $5,688 at 6%.
Valley Management Inc. Employee Health and Welfare Benefit Plan-151---
20022246$1,187,977$189,744$771iApproximate average salary by contribution assumption: employee only about $19,283 at 4% or $12,855 at 6%; with 50% employer match about $12,855 at 4% or $8,570 at 6%; with 100% employer match about $9,641 at 4% or $6,428 at 6%.
Valley Management Inc. 401(K) Plan and Trust-246$1,187,977$189,744$771iApproximate average salary by contribution assumption: employee only about $19,283 at 4% or $12,855 at 6%; with 50% employer match about $12,855 at 4% or $8,570 at 6%; with 100% employer match about $9,641 at 4% or $6,428 at 6%.
Valley Management Inc. Employee Health and Welfare Benefit Plan-129---
20012229$1,144,819$197,059$861iApproximate average salary by contribution assumption: employee only about $21,513 at 4% or $14,342 at 6%; with 50% employer match about $14,342 at 4% or $9,561 at 6%; with 100% employer match about $10,756 at 4% or $7,171 at 6%.
Valley Management Inc. 401(K) Plan and Trust-229$1,144,819$197,059$861iApproximate average salary by contribution assumption: employee only about $21,513 at 4% or $14,342 at 6%; with 50% employer match about $14,342 at 4% or $9,561 at 6%; with 100% employer match about $10,756 at 4% or $7,171 at 6%.
Valley Management Inc. Employee Health and Welfare Benefit Plan-124---
20002202$1,077,177$205,486$1,017iApproximate average salary by contribution assumption: employee only about $25,431 at 4% or $16,954 at 6%; with 50% employer match about $16,954 at 4% or $11,303 at 6%; with 100% employer match about $12,716 at 4% or $8,477 at 6%.
Valley Management Inc. 401(K) Plan and Trust-202$1,077,177$205,486$1,017iApproximate average salary by contribution assumption: employee only about $25,431 at 4% or $16,954 at 6%; with 50% employer match about $16,954 at 4% or $11,303 at 6%; with 100% employer match about $12,716 at 4% or $8,477 at 6%.
Valley Management Inc. Employee Health and Welfare Benefit Plan-126---
199910$0$0-
Valley Management Inc. Employee Health and Welfare Benefit Plan-0---