Civic Intelligence

Eric W. Valen & Associates

Plan context: Eric W. Valen & Associates Profit Sharing Plan

EIN 41-1405915 • North Oaks, MN • 15 filings • 1 plans

39 North Oaks RoadNorth Oaks, MN 55127
Current Snapshot

Latest Year

2013

2013 Participants

4

2013 Assets

$1,239,784

2013 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$1,239,784$619,892$0199920062012YearValue
$1,239,784Latest year 2012

Participants Over Time

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

420199920062012YearValue
4Latest year 2012

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
201310$0$0-
Eric W. Valen & Associates Profit Sharing Plan-0$0$0-
201214$1,239,784$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Eric W. Valen & Associates Profit Sharing Plan-4$1,239,784$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
201113$1,084,723$2,000$667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%.
Eric W. Valen & Associates Profit Sharing Plan-3$1,084,723$2,000$667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%.
201013$1,042,790$49,000$16,333iApproximate average salary by contribution assumption: employee only about $408,333 at 4% or $272,222 at 6%; with 50% employer match about $272,222 at 4% or $181,481 at 6%; with 100% employer match about $204,167 at 4% or $136,111 at 6%.
Eric W. Valen & Associates Profit Sharing Plan-3$1,042,790$49,000$16,333iApproximate average salary by contribution assumption: employee only about $408,333 at 4% or $272,222 at 6%; with 50% employer match about $272,222 at 4% or $181,481 at 6%; with 100% employer match about $204,167 at 4% or $136,111 at 6%.
200912$955,016$0-
Eric W. Valen & Associates Profit Sharing Plan-2$955,016$0-
200813$949,835$0-
Eric W. Valen & Associates Profit Sharing Plan-3$949,835--
200712$1,016,583$46,084$23,042iApproximate average salary by contribution assumption: employee only about $576,050 at 4% or $384,033 at 6%; with 50% employer match about $384,033 at 4% or $256,022 at 6%; with 100% employer match about $288,025 at 4% or $192,017 at 6%.
Eric W. Valen & Associates Profit Sharing Plan-2$1,016,583$46,084$23,042iApproximate average salary by contribution assumption: employee only about $576,050 at 4% or $384,033 at 6%; with 50% employer match about $384,033 at 4% or $256,022 at 6%; with 100% employer match about $288,025 at 4% or $192,017 at 6%.
200612$906,968$45,733$22,867iApproximate average salary by contribution assumption: employee only about $571,663 at 4% or $381,108 at 6%; with 50% employer match about $381,108 at 4% or $254,072 at 6%; with 100% employer match about $285,831 at 4% or $190,554 at 6%.
Eric W. Valen & Associates Profit Sharing Plan-2$906,968$45,733$22,867iApproximate average salary by contribution assumption: employee only about $571,663 at 4% or $381,108 at 6%; with 50% employer match about $381,108 at 4% or $254,072 at 6%; with 100% employer match about $285,831 at 4% or $190,554 at 6%.
200514$772,086$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Eric W. Valen & Associates Profit Sharing Plan-4$772,086$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
200414$710,998$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Eric W. Valen & Associates Profit Sharing Plan-4$710,998$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200314$678,681$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Eric W. Valen & Associates Profit Sharing Plan-4$678,681$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200212$0$0-
Eric W. Valen & Associates Profit Sharing Plan-2---
200112$640,887$31,480$15,740iApproximate average salary by contribution assumption: employee only about $393,500 at 4% or $262,333 at 6%; with 50% employer match about $262,333 at 4% or $174,889 at 6%; with 100% employer match about $196,750 at 4% or $131,167 at 6%.
Eric W. Valen & Associates Profit Sharing Plan-2$640,887$31,480$15,740iApproximate average salary by contribution assumption: employee only about $393,500 at 4% or $262,333 at 6%; with 50% employer match about $262,333 at 4% or $174,889 at 6%; with 100% employer match about $196,750 at 4% or $131,167 at 6%.
200012$682,419$30,638$15,319iApproximate average salary by contribution assumption: employee only about $382,975 at 4% or $255,317 at 6%; with 50% employer match about $255,317 at 4% or $170,211 at 6%; with 100% employer match about $191,488 at 4% or $127,658 at 6%.
Eric W. Valen & Associates Profit Sharing Plan-2$682,419$30,638$15,319iApproximate average salary by contribution assumption: employee only about $382,975 at 4% or $255,317 at 6%; with 50% employer match about $255,317 at 4% or $170,211 at 6%; with 100% employer match about $191,488 at 4% or $127,658 at 6%.
199912$624,286$30,131$15,066iApproximate average salary by contribution assumption: employee only about $376,638 at 4% or $251,092 at 6%; with 50% employer match about $251,092 at 4% or $167,394 at 6%; with 100% employer match about $188,319 at 4% or $125,546 at 6%.
Eric W. Valen & Associates Profit Sharing Plan-2$624,286$30,131$15,066iApproximate average salary by contribution assumption: employee only about $376,638 at 4% or $251,092 at 6%; with 50% employer match about $251,092 at 4% or $167,394 at 6%; with 100% employer match about $188,319 at 4% or $125,546 at 6%.