Civic Intelligence

Yergey, Stewart, Valance & Assoc, Chtd

Plan context: Yergey Stewart Valance & Assoc Chtd Profit Sharing Plan

EIN 52-1036870 • 19 filings • 3 plans

Current Snapshot

Latest Year

2018

2018 Participants

8

2018 Assets

$2,140,249

2018 Contributions

$86,240

Historical Graphs

Total Assets Over Time

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

$6,325,950$3,162,975$0200320122018YearValue
$2,140,249Latest year 2018

Participants Over Time

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

1160200020092018YearValue
8Latest year 2018

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
201818$2,140,249$0-
Yergey Stewart Valance & Assoc Chtd Profit Sharing Plan-8$2,140,249--
201718$2,756,986$86,240$10,780iApproximate average salary by contribution assumption: employee only about $269,500 at 4% or $179,667 at 6%; with 50% employer match about $179,667 at 4% or $119,778 at 6%; with 100% employer match about $134,750 at 4% or $89,833 at 6%.
Yergey Stewart Valance & Assoc Chtd Profit Sharing Plan-8$2,756,986$86,240$10,780iApproximate average salary by contribution assumption: employee only about $269,500 at 4% or $179,667 at 6%; with 50% employer match about $179,667 at 4% or $119,778 at 6%; with 100% employer match about $134,750 at 4% or $89,833 at 6%.
201616$2,481,017$82,500$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
Yergey Stewart Valance & Assoc Chtd Profit Sharing Plan-6$2,481,017$82,500$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
201516$2,949,685$7,224$1,204iApproximate average salary by contribution assumption: employee only about $30,100 at 4% or $20,067 at 6%; with 50% employer match about $20,067 at 4% or $13,378 at 6%; with 100% employer match about $15,050 at 4% or $10,033 at 6%.
Yergey Stewart Valance & Assoc Chtd Profit Sharing Plan-6$2,949,685$7,224$1,204iApproximate average salary by contribution assumption: employee only about $30,100 at 4% or $20,067 at 6%; with 50% employer match about $20,067 at 4% or $13,378 at 6%; with 100% employer match about $15,050 at 4% or $10,033 at 6%.
201416$3,066,449$115,437$19,240iApproximate average salary by contribution assumption: employee only about $480,988 at 4% or $320,658 at 6%; with 50% employer match about $320,658 at 4% or $213,772 at 6%; with 100% employer match about $240,494 at 4% or $160,329 at 6%.
Yergey Stewart Valance & Assoc Chtd Profit Sharing Plan-6$3,066,449$115,437$19,240iApproximate average salary by contribution assumption: employee only about $480,988 at 4% or $320,658 at 6%; with 50% employer match about $320,658 at 4% or $213,772 at 6%; with 100% employer match about $240,494 at 4% or $160,329 at 6%.
201316$2,969,166$81,330$13,555iApproximate average salary by contribution assumption: employee only about $338,875 at 4% or $225,917 at 6%; with 50% employer match about $225,917 at 4% or $150,611 at 6%; with 100% employer match about $169,438 at 4% or $112,958 at 6%.
Yergey Stewart Valance & Assoc Chtd Profit Sharing Plan-6$2,969,166$81,330$13,555iApproximate average salary by contribution assumption: employee only about $338,875 at 4% or $225,917 at 6%; with 50% employer match about $225,917 at 4% or $150,611 at 6%; with 100% employer match about $169,438 at 4% or $112,958 at 6%.
201217$2,419,351$87,250$12,464iApproximate average salary by contribution assumption: employee only about $311,607 at 4% or $207,738 at 6%; with 50% employer match about $207,738 at 4% or $138,492 at 6%; with 100% employer match about $155,804 at 4% or $103,869 at 6%.
Yergey Stewart Valance & Assoc Chtd Profit Sharing Plan-7$2,419,351$87,250$12,464iApproximate average salary by contribution assumption: employee only about $311,607 at 4% or $207,738 at 6%; with 50% employer match about $207,738 at 4% or $138,492 at 6%; with 100% employer match about $155,804 at 4% or $103,869 at 6%.
201118$2,055,362$88,690$11,086iApproximate average salary by contribution assumption: employee only about $277,156 at 4% or $184,771 at 6%; with 50% employer match about $184,771 at 4% or $123,181 at 6%; with 100% employer match about $138,578 at 4% or $92,385 at 6%.
Yergey Stewart Valance & Assoc Chtd Profit Sharing Plan-8$2,055,362$88,690$11,086iApproximate average salary by contribution assumption: employee only about $277,156 at 4% or $184,771 at 6%; with 50% employer match about $184,771 at 4% or $123,181 at 6%; with 100% employer match about $138,578 at 4% or $92,385 at 6%.
201019$2,049,568$83,840$9,316iApproximate average salary by contribution assumption: employee only about $232,889 at 4% or $155,259 at 6%; with 50% employer match about $155,259 at 4% or $103,506 at 6%; with 100% employer match about $116,444 at 4% or $77,630 at 6%.
Yergey Stewart Valance & Assoc Chtd Profit Sharing Plan-9$2,049,568$83,840$9,316iApproximate average salary by contribution assumption: employee only about $232,889 at 4% or $155,259 at 6%; with 50% employer match about $155,259 at 4% or $103,506 at 6%; with 100% employer match about $116,444 at 4% or $77,630 at 6%.
200919$4,356,697$97,443$10,827iApproximate average salary by contribution assumption: employee only about $270,675 at 4% or $180,450 at 6%; with 50% employer match about $180,450 at 4% or $120,300 at 6%; with 100% employer match about $135,338 at 4% or $90,225 at 6%.
Yergey Stewart Valance & Assoc Chtd Profit Sharing Plan-9$4,356,697$97,443$10,827iApproximate average salary by contribution assumption: employee only about $270,675 at 4% or $180,450 at 6%; with 50% employer match about $180,450 at 4% or $120,300 at 6%; with 100% employer match about $135,338 at 4% or $90,225 at 6%.
2008111$0$0-
Yergey Stewart Valance & Assoc Chtd Profit Sharing Plan-11---
200719$0$0-
Yergey Stewart Valance & Assoc Chtd Profit Sharing Plan-9---
200618$6,325,950$232,927$29,116iApproximate average salary by contribution assumption: employee only about $727,897 at 4% or $485,265 at 6%; with 50% employer match about $485,265 at 4% or $323,510 at 6%; with 100% employer match about $363,948 at 4% or $242,632 at 6%.
Yergey Stewart Valance & Assoc Chtd Profit Sharing Plan-8$6,325,950$232,927$29,116iApproximate average salary by contribution assumption: employee only about $727,897 at 4% or $485,265 at 6%; with 50% employer match about $485,265 at 4% or $323,510 at 6%; with 100% employer match about $363,948 at 4% or $242,632 at 6%.
200518$5,130,862$228,588$28,574iApproximate average salary by contribution assumption: employee only about $714,338 at 4% or $476,225 at 6%; with 50% employer match about $476,225 at 4% or $317,483 at 6%; with 100% employer match about $357,169 at 4% or $238,113 at 6%.
Yergey Stewart Valance & Assoc Chtd Profit Sharing Plan-8$5,130,862$228,588$28,574iApproximate average salary by contribution assumption: employee only about $714,338 at 4% or $476,225 at 6%; with 50% employer match about $476,225 at 4% or $317,483 at 6%; with 100% employer match about $357,169 at 4% or $238,113 at 6%.
200417$4,443,343$202,411$28,916iApproximate average salary by contribution assumption: employee only about $722,896 at 4% or $481,931 at 6%; with 50% employer match about $481,931 at 4% or $321,287 at 6%; with 100% employer match about $361,448 at 4% or $240,965 at 6%.
Yergey Stewart Valance & Assoc Chtd Profit Sharing Plan-7$4,443,343$202,411$28,916iApproximate average salary by contribution assumption: employee only about $722,896 at 4% or $481,931 at 6%; with 50% employer match about $481,931 at 4% or $321,287 at 6%; with 100% employer match about $361,448 at 4% or $240,965 at 6%.
200317$3,954,348$198,615$28,374iApproximate average salary by contribution assumption: employee only about $709,339 at 4% or $472,893 at 6%; with 50% employer match about $472,893 at 4% or $315,262 at 6%; with 100% employer match about $354,670 at 4% or $236,446 at 6%.
Yergey Stewart Valance & Assoc Chtd Profit Sharing Plan-7$3,954,348$198,615$28,374iApproximate average salary by contribution assumption: employee only about $709,339 at 4% or $472,893 at 6%; with 50% employer match about $472,893 at 4% or $315,262 at 6%; with 100% employer match about $354,670 at 4% or $236,446 at 6%.
200219$0$0-
Yergey Stewart Valance & Assoc Chtd Profit Sharing Plan-9---
200119$0$0-
Yergey Stewart Valance & Assoc Chtd Profit Sharing Plan-9---
2000111$0$0-
Yergey Stewart Valance & Assoc Chtd Profit Sharing Plan-11---