Valisure LLC
Plan context: Valisure LLC 401(K) Plan
EIN 47-4386959 • New Haven, CT • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$120,641
2025 Contributions
$13,478
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $13,478 | - |
| Valisure LLC 401(K) Plan | - | 0 | $0 | $13,478 | - |
| 2024 | 1 | 5 | $120,641 | $39,015 | $7,803iApproximate average salary by contribution assumption: employee only about $195,075 at 4% or $130,050 at 6%; with 50% employer match about $130,050 at 4% or $86,700 at 6%; with 100% employer match about $97,538 at 4% or $65,025 at 6%. |
| Valisure LLC 401(K) Plan | - | 5 | $120,641 | $39,015 | $7,803iApproximate average salary by contribution assumption: employee only about $195,075 at 4% or $130,050 at 6%; with 50% employer match about $130,050 at 4% or $86,700 at 6%; with 100% employer match about $97,538 at 4% or $65,025 at 6%. |
| 2023 | 1 | 4 | $63,310 | $33,086 | $8,272iApproximate average salary by contribution assumption: employee only about $206,788 at 4% or $137,858 at 6%; with 50% employer match about $137,858 at 4% or $91,906 at 6%; with 100% employer match about $103,394 at 4% or $68,929 at 6%. |
| Valisure LLC 401(K) Plan | - | 4 | $63,310 | $33,086 | $8,272iApproximate average salary by contribution assumption: employee only about $206,788 at 4% or $137,858 at 6%; with 50% employer match about $137,858 at 4% or $91,906 at 6%; with 100% employer match about $103,394 at 4% or $68,929 at 6%. |
| 2022 | 1 | 3 | $29,289 | $29,059 | $9,686iApproximate average salary by contribution assumption: employee only about $242,158 at 4% or $161,439 at 6%; with 50% employer match about $161,439 at 4% or $107,626 at 6%; with 100% employer match about $121,079 at 4% or $80,719 at 6%. |
| Valisure LLC 401(K) Plan | - | 3 | $29,289 | $29,059 | $9,686iApproximate average salary by contribution assumption: employee only about $242,158 at 4% or $161,439 at 6%; with 50% employer match about $161,439 at 4% or $107,626 at 6%; with 100% employer match about $121,079 at 4% or $80,719 at 6%. |