Civic Intelligence

Valued Engineering

Plan context: Valued Engineering Retirement Plan

EIN 47-1793071 • Upland, CA • 9 filings • 1 plans

600 N. Mountain Ave. Ste. C102Upland, CA 91786
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$890,583

2024 Contributions

$57,661

Historical Graphs

Total Assets Over Time

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

$1,004,874$502,437$0201620202024YearValue
$890,583Latest year 2024

Participants Over Time

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

1370201620202024YearValue
12Latest year 2024

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
2024112$890,583$57,661$4,805iApproximate average salary by contribution assumption: employee only about $120,127 at 4% or $80,085 at 6%; with 50% employer match about $80,085 at 4% or $53,390 at 6%; with 100% employer match about $60,064 at 4% or $40,042 at 6%.
Valued Engineering Retirement Plan-12$890,583$57,661$4,805iApproximate average salary by contribution assumption: employee only about $120,127 at 4% or $80,085 at 6%; with 50% employer match about $80,085 at 4% or $53,390 at 6%; with 100% employer match about $60,064 at 4% or $40,042 at 6%.
2023113$762,023$86,675$6,667iApproximate average salary by contribution assumption: employee only about $166,683 at 4% or $111,122 at 6%; with 50% employer match about $111,122 at 4% or $74,081 at 6%; with 100% employer match about $83,341 at 4% or $55,561 at 6%.
Valued Engineering Retirement Plan-13$762,023$86,675$6,667iApproximate average salary by contribution assumption: employee only about $166,683 at 4% or $111,122 at 6%; with 50% employer match about $111,122 at 4% or $74,081 at 6%; with 100% employer match about $83,341 at 4% or $55,561 at 6%.
2022111$883,848$86,443$7,858iApproximate average salary by contribution assumption: employee only about $196,461 at 4% or $130,974 at 6%; with 50% employer match about $130,974 at 4% or $87,316 at 6%; with 100% employer match about $98,231 at 4% or $65,487 at 6%.
Valued Engineering Retirement Plan-11$883,848$86,443$7,858iApproximate average salary by contribution assumption: employee only about $196,461 at 4% or $130,974 at 6%; with 50% employer match about $130,974 at 4% or $87,316 at 6%; with 100% employer match about $98,231 at 4% or $65,487 at 6%.
2021110$1,004,874$77,932$7,793iApproximate average salary by contribution assumption: employee only about $194,830 at 4% or $129,887 at 6%; with 50% employer match about $129,887 at 4% or $86,591 at 6%; with 100% employer match about $97,415 at 4% or $64,943 at 6%.
Valued Engineering Retirement Plan-10$1,004,874$77,932$7,793iApproximate average salary by contribution assumption: employee only about $194,830 at 4% or $129,887 at 6%; with 50% employer match about $129,887 at 4% or $86,591 at 6%; with 100% employer match about $97,415 at 4% or $64,943 at 6%.
202019$839,794$117,597$13,066iApproximate average salary by contribution assumption: employee only about $326,658 at 4% or $217,772 at 6%; with 50% employer match about $217,772 at 4% or $145,181 at 6%; with 100% employer match about $163,329 at 4% or $108,886 at 6%.
Valued Engineering Retirement Plan-9$839,794$117,597$13,066iApproximate average salary by contribution assumption: employee only about $326,658 at 4% or $217,772 at 6%; with 50% employer match about $217,772 at 4% or $145,181 at 6%; with 100% employer match about $163,329 at 4% or $108,886 at 6%.
201917$630,787$57,663$8,238iApproximate average salary by contribution assumption: employee only about $205,939 at 4% or $137,293 at 6%; with 50% employer match about $137,293 at 4% or $91,529 at 6%; with 100% employer match about $102,970 at 4% or $68,646 at 6%.
Valued Engineering Retirement Plan-7$630,787$57,663$8,238iApproximate average salary by contribution assumption: employee only about $205,939 at 4% or $137,293 at 6%; with 50% employer match about $137,293 at 4% or $91,529 at 6%; with 100% employer match about $102,970 at 4% or $68,646 at 6%.
201817$476,987$60,850$8,693iApproximate average salary by contribution assumption: employee only about $217,321 at 4% or $144,881 at 6%; with 50% employer match about $144,881 at 4% or $96,587 at 6%; with 100% employer match about $108,661 at 4% or $72,440 at 6%.
Valued Engineering Retirement Plan-7$476,987$60,850$8,693iApproximate average salary by contribution assumption: employee only about $217,321 at 4% or $144,881 at 6%; with 50% employer match about $144,881 at 4% or $96,587 at 6%; with 100% employer match about $108,661 at 4% or $72,440 at 6%.
201717$454,927$59,423$8,489iApproximate average salary by contribution assumption: employee only about $212,225 at 4% or $141,483 at 6%; with 50% employer match about $141,483 at 4% or $94,322 at 6%; with 100% employer match about $106,113 at 4% or $70,742 at 6%.
Valued Engineering Retirement Plan-7$454,927$59,423$8,489iApproximate average salary by contribution assumption: employee only about $212,225 at 4% or $141,483 at 6%; with 50% employer match about $141,483 at 4% or $94,322 at 6%; with 100% employer match about $106,113 at 4% or $70,742 at 6%.
201617$343,346$334,939$47,848iApproximate average salary by contribution assumption: employee only about $1,196,211 at 4% or $797,474 at 6%; with 50% employer match about $797,474 at 4% or $531,649 at 6%; with 100% employer match about $598,105 at 4% or $398,737 at 6%.
Valued Engineering Retirement Plan-7$343,346$334,939$47,848iApproximate average salary by contribution assumption: employee only about $1,196,211 at 4% or $797,474 at 6%; with 50% employer match about $797,474 at 4% or $531,649 at 6%; with 100% employer match about $598,105 at 4% or $398,737 at 6%.