Avery, Kurtz & Valerio PLLC
Plan context: Avery, Kurtz & Valerio PLLC 401(K) Plan
EIN 46-3945959 • Oklahoma City, OK • 6 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
7
2019 Assets
$887,996
2019 Contributions
$54,192
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $54,192 | - |
| Avery, Kurtz & Valerio PLLC 401(K) Plan | - | 0 | $0 | $54,192 | - |
| 2018 | 1 | 7 | $887,996 | $98,981 | $14,140iApproximate average salary by contribution assumption: employee only about $353,504 at 4% or $235,669 at 6%; with 50% employer match about $235,669 at 4% or $157,113 at 6%; with 100% employer match about $176,752 at 4% or $117,835 at 6%. |
| Avery, Kurtz & Valerio PLLC 401(K) Plan | - | 7 | $887,996 | $98,981 | $14,140iApproximate average salary by contribution assumption: employee only about $353,504 at 4% or $235,669 at 6%; with 50% employer match about $235,669 at 4% or $157,113 at 6%; with 100% employer match about $176,752 at 4% or $117,835 at 6%. |
| 2017 | 1 | 7 | $854,420 | $100,304 | $14,329iApproximate average salary by contribution assumption: employee only about $358,229 at 4% or $238,819 at 6%; with 50% employer match about $238,819 at 4% or $159,213 at 6%; with 100% employer match about $179,114 at 4% or $119,410 at 6%. |
| Avery, Kurtz & Valerio PLLC 401(K) Plan | - | 7 | $854,420 | $100,304 | $14,329iApproximate average salary by contribution assumption: employee only about $358,229 at 4% or $238,819 at 6%; with 50% employer match about $238,819 at 4% or $159,213 at 6%; with 100% employer match about $179,114 at 4% or $119,410 at 6%. |
| 2016 | 1 | 5 | $621,508 | $85,952 | $17,190iApproximate average salary by contribution assumption: employee only about $429,760 at 4% or $286,507 at 6%; with 50% employer match about $286,507 at 4% or $191,004 at 6%; with 100% employer match about $214,880 at 4% or $143,253 at 6%. |
| Avery, Kurtz & Valerio PLLC 401(K) Plan | - | 5 | $621,508 | $85,952 | $17,190iApproximate average salary by contribution assumption: employee only about $429,760 at 4% or $286,507 at 6%; with 50% employer match about $286,507 at 4% or $191,004 at 6%; with 100% employer match about $214,880 at 4% or $143,253 at 6%. |
| 2015 | 1 | 5 | $495,005 | $84,773 | $16,955iApproximate average salary by contribution assumption: employee only about $423,865 at 4% or $282,577 at 6%; with 50% employer match about $282,577 at 4% or $188,384 at 6%; with 100% employer match about $211,932 at 4% or $141,288 at 6%. |
| Avery, Kurtz & Valerio PLLC 401(K) Plan | - | 5 | $495,005 | $84,773 | $16,955iApproximate average salary by contribution assumption: employee only about $423,865 at 4% or $282,577 at 6%; with 50% employer match about $282,577 at 4% or $188,384 at 6%; with 100% employer match about $211,932 at 4% or $141,288 at 6%. |
| 2014 | 1 | 3 | $416,656 | $420,357 | $140,119iApproximate average salary by contribution assumption: employee only about $3,502,975 at 4% or $2,335,317 at 6%; with 50% employer match about $2,335,317 at 4% or $1,556,878 at 6%; with 100% employer match about $1,751,488 at 4% or $1,167,658 at 6%. |
| Avery, Kurtz & Valerio PLLC 401(K) Plan | - | 3 | $416,656 | $420,357 | $140,119iApproximate average salary by contribution assumption: employee only about $3,502,975 at 4% or $2,335,317 at 6%; with 50% employer match about $2,335,317 at 4% or $1,556,878 at 6%; with 100% employer match about $1,751,488 at 4% or $1,167,658 at 6%. |