Civic Intelligence

Valorem LLC

Plan context: Valorem LLC 401(K) Plan

EIN 46-0965890 • Huntington Beach, CA • 13 filings • 2 plans

21040 Pacific City CircleUnit 4314Huntington Beach, CA 92648
Current Snapshot

Latest Year

2018

2018 Participants

4

2018 Assets

$251,696

2018 Contributions

$5,117

Historical Graphs

Total Assets Over Time

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

$366,219$183,110$0201220152017YearValue
$251,696Latest year 2017

Participants Over Time

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

420201220152017YearValue
4Latest year 2017

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
201810$0$0-
Valorem LLC 401(K) Plan-0$0$0-
201724$251,696$5,117$1,279iApproximate average salary by contribution assumption: employee only about $31,981 at 4% or $21,321 at 6%; with 50% employer match about $21,321 at 4% or $14,214 at 6%; with 100% employer match about $15,991 at 4% or $10,660 at 6%.
Valorem LLC 401(K) Plan-4$251,696$0-
VALOREM, LLC DEFINED BENEFIT PENSION PLAN-0$0$5,117-
201624$366,219$0-
Valorem LLC 401(K) Plan-4$223,164$0-
VALOREM, LLC DEFINED BENEFIT PENSION PLAN-4$143,055$0-
201524$350,406$46,454$11,614iApproximate average salary by contribution assumption: employee only about $290,338 at 4% or $193,558 at 6%; with 50% employer match about $193,558 at 4% or $129,039 at 6%; with 100% employer match about $145,169 at 4% or $96,779 at 6%.
Valorem LLC 401(K) Plan-4$209,573$44,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
VALOREM, LLC DEFINED BENEFIT PENSION PLAN-4$140,833$2,454$614iApproximate average salary by contribution assumption: employee only about $15,338 at 4% or $10,225 at 6%; with 50% employer match about $10,225 at 4% or $6,817 at 6%; with 100% employer match about $7,669 at 4% or $5,113 at 6%.
201424$301,157$95,743$23,936iApproximate average salary by contribution assumption: employee only about $598,394 at 4% or $398,929 at 6%; with 50% employer match about $398,929 at 4% or $265,953 at 6%; with 100% employer match about $299,197 at 4% or $199,465 at 6%.
Valorem LLC 401(K) Plan-4$161,050$44,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
VALOREM, LLC DEFINED BENEFIT PENSION PLAN-4$140,107$51,743$12,936iApproximate average salary by contribution assumption: employee only about $323,394 at 4% or $215,596 at 6%; with 50% employer match about $215,596 at 4% or $143,731 at 6%; with 100% employer match about $161,697 at 4% or $107,798 at 6%.
201324$205,451$75,462$18,866iApproximate average salary by contribution assumption: employee only about $471,638 at 4% or $314,425 at 6%; with 50% employer match about $314,425 at 4% or $209,617 at 6%; with 100% employer match about $235,819 at 4% or $157,213 at 6%.
Valorem LLC 401(K) Plan-4$115,332$44,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
VALOREM, LLC DEFINED BENEFIT PENSION PLAN-4$90,119$31,462$7,866iApproximate average salary by contribution assumption: employee only about $196,638 at 4% or $131,092 at 6%; with 50% employer match about $131,092 at 4% or $87,394 at 6%; with 100% employer match about $98,319 at 4% or $65,546 at 6%.
201224$118,159$118,159$29,540iApproximate average salary by contribution assumption: employee only about $738,494 at 4% or $492,329 at 6%; with 50% employer match about $492,329 at 4% or $328,219 at 6%; with 100% employer match about $369,247 at 4% or $246,165 at 6%.
Valorem LLC 401(K) Plan-4$65,108$65,108$16,277iApproximate average salary by contribution assumption: employee only about $406,925 at 4% or $271,283 at 6%; with 50% employer match about $271,283 at 4% or $180,856 at 6%; with 100% employer match about $203,463 at 4% or $135,642 at 6%.
VALOREM, LLC DEFINED BENEFIT PENSION PLAN-4$53,051$53,051$13,263iApproximate average salary by contribution assumption: employee only about $331,569 at 4% or $221,046 at 6%; with 50% employer match about $221,046 at 4% or $147,364 at 6%; with 100% employer match about $165,784 at 4% or $110,523 at 6%.