Civic Intelligence

ACCUVAL ASSOCIATES INCORPORATE

Plan context: Accuval Associates Incorporated 401(K) Profit Sharing Plan & Trust

EIN 42-1584808 • Mequon, WI • 12 filings • 3 plans

10218 N. Port Washington RoadMequon, WI 53092
Current Snapshot

Latest Year

2014

2014 Participants

71

2014 Assets

$7,926,068

2014 Contributions

$354,136

Historical Graphs

Total Assets Over Time

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

$7,926,068$3,963,034$0200320082013YearValue
$7,926,068Latest year 2013

Participants Over Time

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

92460200320082013YearValue
71Latest year 2013

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
201410$0$354,136-
Accuval Associates Incorporated 401(K) Profit Sharing Plan & Trust-0-$354,136-
2013171$7,926,068$539,481$7,598iApproximate average salary by contribution assumption: employee only about $189,958 at 4% or $126,639 at 6%; with 50% employer match about $126,639 at 4% or $84,426 at 6%; with 100% employer match about $94,979 at 4% or $63,319 at 6%.
Accuval Associates Incorporated 401(K) Profit Sharing Plan & Trust-71$7,926,068$539,481$7,598iApproximate average salary by contribution assumption: employee only about $189,958 at 4% or $126,639 at 6%; with 50% employer match about $126,639 at 4% or $84,426 at 6%; with 100% employer match about $94,979 at 4% or $63,319 at 6%.
2012181$6,611,631$505,485$6,241iApproximate average salary by contribution assumption: employee only about $156,014 at 4% or $104,009 at 6%; with 50% employer match about $104,009 at 4% or $69,340 at 6%; with 100% employer match about $78,007 at 4% or $52,005 at 6%.
Accuval Associates Incorporated 401(K) Profit Sharing Plan & Trust-81$6,611,631$505,485$6,241iApproximate average salary by contribution assumption: employee only about $156,014 at 4% or $104,009 at 6%; with 50% employer match about $104,009 at 4% or $69,340 at 6%; with 100% employer match about $78,007 at 4% or $52,005 at 6%.
2011177$5,601,582$488,387$6,343iApproximate average salary by contribution assumption: employee only about $158,567 at 4% or $105,711 at 6%; with 50% employer match about $105,711 at 4% or $70,474 at 6%; with 100% employer match about $79,284 at 4% or $52,856 at 6%.
Accuval Associates Incorporated 401(K) Profit Sharing Plan & Trust-77$5,601,582$488,387$6,343iApproximate average salary by contribution assumption: employee only about $158,567 at 4% or $105,711 at 6%; with 50% employer match about $105,711 at 4% or $70,474 at 6%; with 100% employer match about $79,284 at 4% or $52,856 at 6%.
2010185$5,417,700$634,079$7,460iApproximate average salary by contribution assumption: employee only about $186,494 at 4% or $124,329 at 6%; with 50% employer match about $124,329 at 4% or $82,886 at 6%; with 100% employer match about $93,247 at 4% or $62,165 at 6%.
Accuval Associates Incorporated 401(K) Profit Sharing Plan & Trust-85$5,417,700$634,079$7,460iApproximate average salary by contribution assumption: employee only about $186,494 at 4% or $124,329 at 6%; with 50% employer match about $124,329 at 4% or $82,886 at 6%; with 100% employer match about $93,247 at 4% or $62,165 at 6%.
2009192$4,443,548$568,791$6,183iApproximate average salary by contribution assumption: employee only about $154,563 at 4% or $103,042 at 6%; with 50% employer match about $103,042 at 4% or $68,695 at 6%; with 100% employer match about $77,281 at 4% or $51,521 at 6%.
Accuval Associates Incorporated 401(K) Profit Sharing Plan & Trust-92$4,443,548$568,791$6,183iApproximate average salary by contribution assumption: employee only about $154,563 at 4% or $103,042 at 6%; with 50% employer match about $103,042 at 4% or $68,695 at 6%; with 100% employer match about $77,281 at 4% or $51,521 at 6%.
2008181$3,071,851$626,984$7,741iApproximate average salary by contribution assumption: employee only about $193,514 at 4% or $129,009 at 6%; with 50% employer match about $129,009 at 4% or $86,006 at 6%; with 100% employer match about $96,757 at 4% or $64,505 at 6%.
Accuval Associates Incorporated 401(K) Profit Sharing Plan & Trust-81$3,071,851$626,984$7,741iApproximate average salary by contribution assumption: employee only about $193,514 at 4% or $129,009 at 6%; with 50% employer match about $129,009 at 4% or $86,006 at 6%; with 100% employer match about $96,757 at 4% or $64,505 at 6%.
2007171$4,217,198$594,737$8,377iApproximate average salary by contribution assumption: employee only about $209,414 at 4% or $139,610 at 6%; with 50% employer match about $139,610 at 4% or $93,073 at 6%; with 100% employer match about $104,707 at 4% or $69,805 at 6%.
Accuval Associates Incorporated 401(K) Profit Sharing Plan & Trust-71$4,217,198$594,737$8,377iApproximate average salary by contribution assumption: employee only about $209,414 at 4% or $139,610 at 6%; with 50% employer match about $139,610 at 4% or $93,073 at 6%; with 100% employer match about $104,707 at 4% or $69,805 at 6%.
2006161$3,454,568$377,598$6,190iApproximate average salary by contribution assumption: employee only about $154,753 at 4% or $103,169 at 6%; with 50% employer match about $103,169 at 4% or $68,779 at 6%; with 100% employer match about $77,377 at 4% or $51,584 at 6%.
Accuval Associates Incorporated 401(K) Profit Sharing Plan & Trust-61$3,454,568$377,598$6,190iApproximate average salary by contribution assumption: employee only about $154,753 at 4% or $103,169 at 6%; with 50% employer match about $103,169 at 4% or $68,779 at 6%; with 100% employer match about $77,377 at 4% or $51,584 at 6%.
2005152$3,272,071$339,472$6,528iApproximate average salary by contribution assumption: employee only about $163,208 at 4% or $108,805 at 6%; with 50% employer match about $108,805 at 4% or $72,537 at 6%; with 100% employer match about $81,604 at 4% or $54,403 at 6%.
Accuval Associates Incorporated 401(K) Profit Sharing Plan & Trust-52$3,272,071$339,472$6,528iApproximate average salary by contribution assumption: employee only about $163,208 at 4% or $108,805 at 6%; with 50% employer match about $108,805 at 4% or $72,537 at 6%; with 100% employer match about $81,604 at 4% or $54,403 at 6%.
2004169$2,669,325$319,776$4,634iApproximate average salary by contribution assumption: employee only about $115,861 at 4% or $77,241 at 6%; with 50% employer match about $77,241 at 4% or $51,494 at 6%; with 100% employer match about $57,930 at 4% or $38,620 at 6%.
Accuval Associates Incorporated 401(K) Profit Sharing Plan & Trust-69$2,669,325$319,776$4,634iApproximate average salary by contribution assumption: employee only about $115,861 at 4% or $77,241 at 6%; with 50% employer match about $77,241 at 4% or $51,494 at 6%; with 100% employer match about $57,930 at 4% or $38,620 at 6%.
2003162$2,331,078$2,150,536$34,686iApproximate average salary by contribution assumption: employee only about $867,152 at 4% or $578,101 at 6%; with 50% employer match about $578,101 at 4% or $385,401 at 6%; with 100% employer match about $433,576 at 4% or $289,051 at 6%.
Accuval Associates Incorporated 401(K) Profit Sharing Plan & Trust-62$2,331,078$2,150,536$34,686iApproximate average salary by contribution assumption: employee only about $867,152 at 4% or $578,101 at 6%; with 50% employer match about $578,101 at 4% or $385,401 at 6%; with 100% employer match about $433,576 at 4% or $289,051 at 6%.