Civic Intelligence

The Valuation Group Inc.

Plan context: The Valuation Group Inc. 401(K) Plan

EIN 41-1909984 • Plymouth, MN • 16 filings • 2 plans

3655 Plymouth Blvd., Suite 105Plymouth, MN 55432
Current Snapshot

Latest Year

2021

2021 Participants

8

2021 Assets

$1,461,968

2021 Contributions

$3,423

Historical Graphs

Total Assets Over Time

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

$1,694,370$847,185$0200620132020YearValue
$1,461,968Latest year 2020

Participants Over Time

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

1790200620132020YearValue
8Latest 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$3,423-
The Valuation Group Inc. 401(K) Plan-0$0$3,423-
202018$1,461,968$30,676$3,835iApproximate average salary by contribution assumption: employee only about $95,863 at 4% or $63,908 at 6%; with 50% employer match about $63,908 at 4% or $42,606 at 6%; with 100% employer match about $47,931 at 4% or $31,954 at 6%.
The Valuation Group Inc. 401(K) Plan-8$1,461,968$30,676$3,835iApproximate average salary by contribution assumption: employee only about $95,863 at 4% or $63,908 at 6%; with 50% employer match about $63,908 at 4% or $42,606 at 6%; with 100% employer match about $47,931 at 4% or $31,954 at 6%.
201918$1,694,370$71,564$8,946iApproximate average salary by contribution assumption: employee only about $223,638 at 4% or $149,092 at 6%; with 50% employer match about $149,092 at 4% or $99,394 at 6%; with 100% employer match about $111,819 at 4% or $74,546 at 6%.
The Valuation Group Inc. 401(K) Plan-8$1,694,370$71,564$8,946iApproximate average salary by contribution assumption: employee only about $223,638 at 4% or $149,092 at 6%; with 50% employer match about $149,092 at 4% or $99,394 at 6%; with 100% employer match about $111,819 at 4% or $74,546 at 6%.
2018110$1,350,613$78,585$7,859iApproximate average salary by contribution assumption: employee only about $196,463 at 4% or $130,975 at 6%; with 50% employer match about $130,975 at 4% or $87,317 at 6%; with 100% employer match about $98,231 at 4% or $65,488 at 6%.
The Valuation Group Inc. 401(K) Plan-10$1,350,613$78,585$7,859iApproximate average salary by contribution assumption: employee only about $196,463 at 4% or $130,975 at 6%; with 50% employer match about $130,975 at 4% or $87,317 at 6%; with 100% employer match about $98,231 at 4% or $65,488 at 6%.
2017111$1,411,473$87,294$7,936iApproximate average salary by contribution assumption: employee only about $198,395 at 4% or $132,264 at 6%; with 50% employer match about $132,264 at 4% or $88,176 at 6%; with 100% employer match about $99,198 at 4% or $66,132 at 6%.
The Valuation Group Inc. 401(K) Plan-11$1,411,473$87,294$7,936iApproximate average salary by contribution assumption: employee only about $198,395 at 4% or $132,264 at 6%; with 50% employer match about $132,264 at 4% or $88,176 at 6%; with 100% employer match about $99,198 at 4% or $66,132 at 6%.
2016112$1,209,926$106,448$8,871iApproximate average salary by contribution assumption: employee only about $221,767 at 4% or $147,844 at 6%; with 50% employer match about $147,844 at 4% or $98,563 at 6%; with 100% employer match about $110,883 at 4% or $73,922 at 6%.
The Valuation Group Inc. 401(K) Plan-12$1,209,926$106,448$8,871iApproximate average salary by contribution assumption: employee only about $221,767 at 4% or $147,844 at 6%; with 50% employer match about $147,844 at 4% or $98,563 at 6%; with 100% employer match about $110,883 at 4% or $73,922 at 6%.
2015112$995,204$151,264$12,605iApproximate average salary by contribution assumption: employee only about $315,133 at 4% or $210,089 at 6%; with 50% employer match about $210,089 at 4% or $140,059 at 6%; with 100% employer match about $157,567 at 4% or $105,044 at 6%.
The Valuation Group Inc. 401(K) Plan-12$995,204$151,264$12,605iApproximate average salary by contribution assumption: employee only about $315,133 at 4% or $210,089 at 6%; with 50% employer match about $210,089 at 4% or $140,059 at 6%; with 100% employer match about $157,567 at 4% or $105,044 at 6%.
2014113$913,286$130,354$10,027iApproximate average salary by contribution assumption: employee only about $250,681 at 4% or $167,121 at 6%; with 50% employer match about $167,121 at 4% or $111,414 at 6%; with 100% employer match about $125,340 at 4% or $83,560 at 6%.
The Valuation Group Inc. 401(K) Plan-13$913,286$130,354$10,027iApproximate average salary by contribution assumption: employee only about $250,681 at 4% or $167,121 at 6%; with 50% employer match about $167,121 at 4% or $111,414 at 6%; with 100% employer match about $125,340 at 4% or $83,560 at 6%.
2013113$796,614$105,758$8,135iApproximate average salary by contribution assumption: employee only about $203,381 at 4% or $135,587 at 6%; with 50% employer match about $135,587 at 4% or $90,391 at 6%; with 100% employer match about $101,690 at 4% or $67,794 at 6%.
The Valuation Group Inc. 401(K) Plan-13$796,614$105,758$8,135iApproximate average salary by contribution assumption: employee only about $203,381 at 4% or $135,587 at 6%; with 50% employer match about $135,587 at 4% or $90,391 at 6%; with 100% employer match about $101,690 at 4% or $67,794 at 6%.
2012112$578,281$128,825$10,735iApproximate average salary by contribution assumption: employee only about $268,385 at 4% or $178,924 at 6%; with 50% employer match about $178,924 at 4% or $119,282 at 6%; with 100% employer match about $134,193 at 4% or $89,462 at 6%.
The Valuation Group Inc. 401(K) Plan-12$578,281$128,825$10,735iApproximate average salary by contribution assumption: employee only about $268,385 at 4% or $178,924 at 6%; with 50% employer match about $178,924 at 4% or $119,282 at 6%; with 100% employer match about $134,193 at 4% or $89,462 at 6%.
2011114$632,240$100,449$7,175iApproximate average salary by contribution assumption: employee only about $179,373 at 4% or $119,582 at 6%; with 50% employer match about $119,582 at 4% or $79,721 at 6%; with 100% employer match about $89,687 at 4% or $59,791 at 6%.
The Valuation Group Inc. 401(K) Plan-14$632,240$100,449$7,175iApproximate average salary by contribution assumption: employee only about $179,373 at 4% or $119,582 at 6%; with 50% employer match about $119,582 at 4% or $79,721 at 6%; with 100% employer match about $89,687 at 4% or $59,791 at 6%.
2010117$613,536$69,268$4,075iApproximate average salary by contribution assumption: employee only about $101,865 at 4% or $67,910 at 6%; with 50% employer match about $67,910 at 4% or $45,273 at 6%; with 100% employer match about $50,932 at 4% or $33,955 at 6%.
The Valuation Group Inc. 401(K) Plan-17$613,536$69,268$4,075iApproximate average salary by contribution assumption: employee only about $101,865 at 4% or $67,910 at 6%; with 50% employer match about $67,910 at 4% or $45,273 at 6%; with 100% employer match about $50,932 at 4% or $33,955 at 6%.
2009115$482,781$95,132$6,342iApproximate average salary by contribution assumption: employee only about $158,553 at 4% or $105,702 at 6%; with 50% employer match about $105,702 at 4% or $70,468 at 6%; with 100% employer match about $79,277 at 4% or $52,851 at 6%.
The Valuation Group Inc. 401(K) Plan-15$482,781$95,132$6,342iApproximate average salary by contribution assumption: employee only about $158,553 at 4% or $105,702 at 6%; with 50% employer match about $105,702 at 4% or $70,468 at 6%; with 100% employer match about $79,277 at 4% or $52,851 at 6%.
2008115$304,392$98,396$6,560iApproximate average salary by contribution assumption: employee only about $163,993 at 4% or $109,329 at 6%; with 50% employer match about $109,329 at 4% or $72,886 at 6%; with 100% employer match about $81,997 at 4% or $54,664 at 6%.
The Valuation Group Inc. 401(K) Plan-15$304,392$98,396$6,560iApproximate average salary by contribution assumption: employee only about $163,993 at 4% or $109,329 at 6%; with 50% employer match about $109,329 at 4% or $72,886 at 6%; with 100% employer match about $81,997 at 4% or $54,664 at 6%.
2007115$333,898$179,422$11,961iApproximate average salary by contribution assumption: employee only about $299,037 at 4% or $199,358 at 6%; with 50% employer match about $199,358 at 4% or $132,905 at 6%; with 100% employer match about $149,518 at 4% or $99,679 at 6%.
The Valuation Group Inc. 401(K) Plan-15$333,898$179,422$11,961iApproximate average salary by contribution assumption: employee only about $299,037 at 4% or $199,358 at 6%; with 50% employer match about $199,358 at 4% or $132,905 at 6%; with 100% employer match about $149,518 at 4% or $99,679 at 6%.
2006114$148,461$142,458$10,176iApproximate average salary by contribution assumption: employee only about $254,389 at 4% or $169,593 at 6%; with 50% employer match about $169,593 at 4% or $113,062 at 6%; with 100% employer match about $127,195 at 4% or $84,796 at 6%.
The Valuation Group Inc. 401(K) Plan-14$148,461$142,458$10,176iApproximate average salary by contribution assumption: employee only about $254,389 at 4% or $169,593 at 6%; with 50% employer match about $169,593 at 4% or $113,062 at 6%; with 100% employer match about $127,195 at 4% or $84,796 at 6%.