Civic Intelligence

Mount Vernon-Lee Enterprises Inc.

Plan context: MVLE, INC. HEALTH & WELFARE TRUST

EIN 54-0901005 • San Jose, CA • 50 filings • 13 plans

C/O Trust Management Services1 Almaden Boulevard, Suite 750San Jose, CA 95113
Current Snapshot

Latest Year

2024

2024 Participants

58

2024 Assets

$169,729

2024 Contributions

$314,797

Historical Graphs

Total Assets Over Time

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

$3,548,958$1,774,479$0199920152024YearValue
$169,729Latest year 2024

Participants Over Time

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

2391200199920122024YearValue
58Latest 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
2024158$169,729$314,797$5,428iApproximate average salary by contribution assumption: employee only about $135,688 at 4% or $90,459 at 6%; with 50% employer match about $90,459 at 4% or $60,306 at 6%; with 100% employer match about $67,844 at 4% or $45,229 at 6%.
MVLE, INC. HEALTH & WELFARE TRUST-58$169,729$314,797$5,428iApproximate average salary by contribution assumption: employee only about $135,688 at 4% or $90,459 at 6%; with 50% employer match about $90,459 at 4% or $60,306 at 6%; with 100% employer match about $67,844 at 4% or $45,229 at 6%.
2023152$195,633$250,932$4,826iApproximate average salary by contribution assumption: employee only about $120,640 at 4% or $80,427 at 6%; with 50% employer match about $80,427 at 4% or $53,618 at 6%; with 100% employer match about $60,320 at 4% or $40,213 at 6%.
MVLE, INC. HEALTH & WELFARE TRUST-52$195,633$250,932$4,826iApproximate average salary by contribution assumption: employee only about $120,640 at 4% or $80,427 at 6%; with 50% employer match about $80,427 at 4% or $53,618 at 6%; with 100% employer match about $60,320 at 4% or $40,213 at 6%.
2022148$369,280$315,735$6,578iApproximate average salary by contribution assumption: employee only about $164,445 at 4% or $109,630 at 6%; with 50% employer match about $109,630 at 4% or $73,087 at 6%; with 100% employer match about $82,223 at 4% or $54,815 at 6%.
MVLE, INC. HEALTH & WELFARE TRUST-48$369,280$315,735$6,578iApproximate average salary by contribution assumption: employee only about $164,445 at 4% or $109,630 at 6%; with 50% employer match about $109,630 at 4% or $73,087 at 6%; with 100% employer match about $82,223 at 4% or $54,815 at 6%.
2021257$451,545$328,881$5,770iApproximate average salary by contribution assumption: employee only about $144,246 at 4% or $96,164 at 6%; with 50% employer match about $96,164 at 4% or $64,109 at 6%; with 100% employer match about $72,123 at 4% or $48,082 at 6%.
MVLE, INC. HEALTH & WELFARE TRUST-47$451,545$328,881$6,997iApproximate average salary by contribution assumption: employee only about $174,937 at 4% or $116,624 at 6%; with 50% employer match about $116,624 at 4% or $77,750 at 6%; with 100% employer match about $87,468 at 4% or $58,312 at 6%.
Mvle Inc. Employee Benefits Plan-57---
20203117$551,545$355,423$3,038iApproximate average salary by contribution assumption: employee only about $75,945 at 4% or $50,630 at 6%; with 50% employer match about $50,630 at 4% or $33,753 at 6%; with 100% employer match about $37,973 at 4% or $25,315 at 6%.
MVLE, INC. HEALTH & WELFARE TRUST-54$551,545$355,423$6,582iApproximate average salary by contribution assumption: employee only about $164,548 at 4% or $109,698 at 6%; with 50% employer match about $109,698 at 4% or $73,132 at 6%; with 100% employer match about $82,274 at 4% or $54,849 at 6%.
Mvle Inc. Employee Benefits Plan-117---
Mount Vernon-Lee Enterprises Inc. Profit Sharing Plan-0$0$0-
20193139$839,100$431,523$3,104iApproximate average salary by contribution assumption: employee only about $77,612 at 4% or $51,741 at 6%; with 50% employer match about $51,741 at 4% or $34,494 at 6%; with 100% employer match about $38,806 at 4% or $25,871 at 6%.
MVLE, INC. HEALTH & WELFARE TRUST-68$603,535$431,523$6,346iApproximate average salary by contribution assumption: employee only about $158,648 at 4% or $105,765 at 6%; with 50% employer match about $105,765 at 4% or $70,510 at 6%; with 100% employer match about $79,324 at 4% or $52,883 at 6%.
Mount Vernon-Lee Enterprises Inc. Profit Sharing Plan-12$235,565--
Mvle Inc. Employee Benefits Plan-139---
20182142$577,216$428,801$3,020iApproximate average salary by contribution assumption: employee only about $75,493 at 4% or $50,329 at 6%; with 50% employer match about $50,329 at 4% or $33,553 at 6%; with 100% employer match about $37,747 at 4% or $25,164 at 6%.
MVLE, INC. HEALTH & WELFARE TRUST-69$577,216$428,801$6,215iApproximate average salary by contribution assumption: employee only about $155,363 at 4% or $103,575 at 6%; with 50% employer match about $103,575 at 4% or $69,050 at 6%; with 100% employer match about $77,681 at 4% or $51,788 at 6%.
Mvle Inc. Employee Benefits Plan-142---
20174162$2,278,400$572,077$3,531iApproximate average salary by contribution assumption: employee only about $88,283 at 4% or $58,856 at 6%; with 50% employer match about $58,856 at 4% or $39,237 at 6%; with 100% employer match about $44,142 at 4% or $29,428 at 6%.
Mount Vernon-Lee Enterprises Inc. Profit Sharing Plan-135$1,695,980$158,867$1,177iApproximate average salary by contribution assumption: employee only about $29,420 at 4% or $19,613 at 6%; with 50% employer match about $19,613 at 4% or $13,075 at 6%; with 100% employer match about $14,710 at 4% or $9,807 at 6%.
MVLE, INC. HEALTH & WELFARE TRUST-64$582,420$413,210$6,456iApproximate average salary by contribution assumption: employee only about $161,410 at 4% or $107,607 at 6%; with 50% employer match about $107,607 at 4% or $71,738 at 6%; with 100% employer match about $80,705 at 4% or $53,803 at 6%.
Mvle Inc. Employee Benefits Plan-142---
Mvle Inc. Employee Benefits Plan-162---
20163139$2,212,987$664,280$4,779iApproximate average salary by contribution assumption: employee only about $119,475 at 4% or $79,650 at 6%; with 50% employer match about $79,650 at 4% or $53,100 at 6%; with 100% employer match about $59,737 at 4% or $39,825 at 6%.
Mount Vernon-Lee Enterprises Inc. Profit Sharing Plan-120$1,668,970$181,039$1,509iApproximate average salary by contribution assumption: employee only about $37,716 at 4% or $25,144 at 6%; with 50% employer match about $25,144 at 4% or $16,763 at 6%; with 100% employer match about $18,858 at 4% or $12,572 at 6%.
MVLE, INC. HEALTH & WELFARE TRUST-99$544,017$483,241$4,881iApproximate average salary by contribution assumption: employee only about $122,031 at 4% or $81,354 at 6%; with 50% employer match about $81,354 at 4% or $54,236 at 6%; with 100% employer match about $61,015 at 4% or $40,677 at 6%.
Mvle Inc. Employee Benefits Plan-139---
20153151$2,084,506$680,847$4,509iApproximate average salary by contribution assumption: employee only about $112,723 at 4% or $75,149 at 6%; with 50% employer match about $75,149 at 4% or $50,099 at 6%; with 100% employer match about $56,362 at 4% or $37,574 at 6%.
Mount Vernon-Lee Enterprises Inc. Profit Sharing Plan-126$1,545,552$203,700$1,617iApproximate average salary by contribution assumption: employee only about $40,417 at 4% or $26,944 at 6%; with 50% employer match about $26,944 at 4% or $17,963 at 6%; with 100% employer match about $20,208 at 4% or $13,472 at 6%.
MVLE, INC. HEALTH & WELFARE TRUST-79$538,954$477,147$6,040iApproximate average salary by contribution assumption: employee only about $150,996 at 4% or $100,664 at 6%; with 50% employer match about $100,664 at 4% or $67,109 at 6%; with 100% employer match about $75,498 at 4% or $50,332 at 6%.
Mvle Inc. Employee Benefits Plan-151---
20144157$3,548,958$793,090$5,052iApproximate average salary by contribution assumption: employee only about $126,288 at 4% or $84,192 at 6%; with 50% employer match about $84,192 at 4% or $56,128 at 6%; with 100% employer match about $63,144 at 4% or $42,096 at 6%.
Mount Vernon-Lee Enterprises Inc. Profit Sharing Plan-157$1,527,482$180,862$1,152iApproximate average salary by contribution assumption: employee only about $28,800 at 4% or $19,200 at 6%; with 50% employer match about $19,200 at 4% or $12,800 at 6%; with 100% employer match about $14,400 at 4% or $9,600 at 6%.
Mount Vernon-Lee Enterprises Inc. Profit Sharing Plan-157$1,527,482$180,862$1,152iApproximate average salary by contribution assumption: employee only about $28,800 at 4% or $19,200 at 6%; with 50% employer match about $19,200 at 4% or $12,800 at 6%; with 100% employer match about $14,400 at 4% or $9,600 at 6%.
MVLE, INC. HEALTH & WELFARE TRUST-77$493,994$431,366$5,602iApproximate average salary by contribution assumption: employee only about $140,054 at 4% or $93,369 at 6%; with 50% employer match about $93,369 at 4% or $62,246 at 6%; with 100% employer match about $70,027 at 4% or $46,685 at 6%.
Mvle Inc. Employee Benefits Plan-143---
20134210$3,442,449$623,773$2,970iApproximate average salary by contribution assumption: employee only about $74,259 at 4% or $49,506 at 6%; with 50% employer match about $49,506 at 4% or $33,004 at 6%; with 100% employer match about $37,129 at 4% or $24,753 at 6%.
Mount Vernon-Lee Enterprises Inc. Profit Sharing Plan-210$1,434,820$120,551$574iApproximate average salary by contribution assumption: employee only about $14,351 at 4% or $9,568 at 6%; with 50% employer match about $9,568 at 4% or $6,378 at 6%; with 100% employer match about $7,176 at 4% or $4,784 at 6%.
Mount Vernon-Lee Enterprises Inc. Profit Sharing Plan-210$1,434,820$120,551$574iApproximate average salary by contribution assumption: employee only about $14,351 at 4% or $9,568 at 6%; with 50% employer match about $9,568 at 4% or $6,378 at 6%; with 100% employer match about $7,176 at 4% or $4,784 at 6%.
MVLE, INC. HEALTH & WELFARE TRUST-72$572,809$382,671$5,315iApproximate average salary by contribution assumption: employee only about $132,872 at 4% or $88,581 at 6%; with 50% employer match about $88,581 at 4% or $59,054 at 6%; with 100% employer match about $66,436 at 4% or $44,291 at 6%.
Mvle Inc. Employee Benefits Plan-155---
20122239$1,652,513$356,210$1,490iApproximate average salary by contribution assumption: employee only about $37,260 at 4% or $24,840 at 6%; with 50% employer match about $24,840 at 4% or $16,560 at 6%; with 100% employer match about $18,630 at 4% or $12,420 at 6%.
Mount Vernon-Lee Enterprises Inc. Profit Sharing Plan-239$1,233,712$101,698$426iApproximate average salary by contribution assumption: employee only about $10,638 at 4% or $7,092 at 6%; with 50% employer match about $7,092 at 4% or $4,728 at 6%; with 100% employer match about $5,319 at 4% or $3,546 at 6%.
MVLE, INC. HEALTH & WELFARE TRUST-66$418,801$254,512$3,856iApproximate average salary by contribution assumption: employee only about $96,406 at 4% or $64,271 at 6%; with 50% employer match about $64,271 at 4% or $42,847 at 6%; with 100% employer match about $48,203 at 4% or $32,135 at 6%.
20112184$1,521,701$542,489$2,948iApproximate average salary by contribution assumption: employee only about $73,708 at 4% or $49,138 at 6%; with 50% employer match about $49,138 at 4% or $32,759 at 6%; with 100% employer match about $36,854 at 4% or $24,569 at 6%.
Mount Vernon-Lee Enterprises Inc. Profit Sharing Plan-184$1,161,653$129,841$706iApproximate average salary by contribution assumption: employee only about $17,641 at 4% or $11,761 at 6%; with 50% employer match about $11,761 at 4% or $7,841 at 6%; with 100% employer match about $8,821 at 4% or $5,880 at 6%.
MVLE, INC. HEALTH & WELFARE TRUST-40$360,048$412,648$10,316iApproximate average salary by contribution assumption: employee only about $257,905 at 4% or $171,937 at 6%; with 50% employer match about $171,937 at 4% or $114,624 at 6%; with 100% employer match about $128,953 at 4% or $85,968 at 6%.
20102165$1,490,497$563,003$3,412iApproximate average salary by contribution assumption: employee only about $85,303 at 4% or $56,869 at 6%; with 50% employer match about $56,869 at 4% or $37,913 at 6%; with 100% employer match about $42,652 at 4% or $28,434 at 6%.
Mount Vernon-Lee Enterprises Inc. Profit Sharing Plan-165$1,228,876$169,167$1,025iApproximate average salary by contribution assumption: employee only about $25,631 at 4% or $17,088 at 6%; with 50% employer match about $17,088 at 4% or $11,392 at 6%; with 100% employer match about $12,816 at 4% or $8,544 at 6%.
MVLE, INC. HEALTH & WELFARE TRUST-81$261,621$393,836$4,862iApproximate average salary by contribution assumption: employee only about $121,554 at 4% or $81,036 at 6%; with 50% employer match about $81,036 at 4% or $54,024 at 6%; with 100% employer match about $60,777 at 4% or $40,518 at 6%.
20092156$1,341,253$472,858$3,031iApproximate average salary by contribution assumption: employee only about $75,779 at 4% or $50,519 at 6%; with 50% employer match about $50,519 at 4% or $33,679 at 6%; with 100% employer match about $37,889 at 4% or $25,260 at 6%.
Mount Vernon-Lee Enterprises Inc. Profit Sharing Plan-156$1,155,351$58,002$372iApproximate average salary by contribution assumption: employee only about $9,295 at 4% or $6,197 at 6%; with 50% employer match about $6,197 at 4% or $4,131 at 6%; with 100% employer match about $4,648 at 4% or $3,098 at 6%.
MVLE, INC. HEALTH & WELFARE TRUST-68$185,902$414,856$6,101iApproximate average salary by contribution assumption: employee only about $152,521 at 4% or $101,680 at 6%; with 50% employer match about $101,680 at 4% or $67,787 at 6%; with 100% employer match about $76,260 at 4% or $50,840 at 6%.
20082173$1,132,086$368,586$2,131iApproximate average salary by contribution assumption: employee only about $53,264 at 4% or $35,509 at 6%; with 50% employer match about $35,509 at 4% or $23,673 at 6%; with 100% employer match about $26,632 at 4% or $17,755 at 6%.
Mount Vernon-Lee Enterprises Inc. Profit Sharing Plan-173$1,032,129$168,086$972iApproximate average salary by contribution assumption: employee only about $24,290 at 4% or $16,193 at 6%; with 50% employer match about $16,193 at 4% or $10,796 at 6%; with 100% employer match about $12,145 at 4% or $8,097 at 6%.
MVLE, INC. HEALTH & WELFARE TRUST-63$99,957$200,500$3,183iApproximate average salary by contribution assumption: employee only about $79,563 at 4% or $53,042 at 6%; with 50% employer match about $53,042 at 4% or $35,362 at 6%; with 100% employer match about $39,782 at 4% or $26,521 at 6%.
20071154$0$0-
Mount Vernon-Lee Enterprises Inc. Profit Sharing Plan-154---
20061129$0$0-
Mount Vernon-Lee Enterprises Inc. Profit Sharing Plan-129---
20051109$874,674$157,180$1,442iApproximate average salary by contribution assumption: employee only about $36,050 at 4% or $24,034 at 6%; with 50% employer match about $24,034 at 4% or $16,022 at 6%; with 100% employer match about $18,025 at 4% or $12,017 at 6%.
Mount Vernon-Lee Enterprises Inc. Profit Sharing Plan-109$874,674$157,180$1,442iApproximate average salary by contribution assumption: employee only about $36,050 at 4% or $24,034 at 6%; with 50% employer match about $24,034 at 4% or $16,022 at 6%; with 100% employer match about $18,025 at 4% or $12,017 at 6%.
20041101$0$0-
Mount Vernon-Lee Enterprises Inc. Profit Sharing Plan-101---
2003179$610,013$53,563$678iApproximate average salary by contribution assumption: employee only about $16,950 at 4% or $11,300 at 6%; with 50% employer match about $11,300 at 4% or $7,533 at 6%; with 100% employer match about $8,475 at 4% or $5,650 at 6%.
Mount Vernon-Lee Enterprises Inc. Profit Sharing Plan-79$610,013$53,563$678iApproximate average salary by contribution assumption: employee only about $16,950 at 4% or $11,300 at 6%; with 50% employer match about $11,300 at 4% or $7,533 at 6%; with 100% employer match about $8,475 at 4% or $5,650 at 6%.
2002170$0$0-
Mount Vernon-Lee Enterprises Inc. Profit Sharing Plan-70---
2001189$0$0-
Mount Vernon-Lee Enterprises Inc. Profit Sharing Plan-89---
2000164$0$0-
MOUNT VERNON-LEE ENTERPRISES, INC. PROFIT SHARING PLAN-64---
1999163$631,441$66,104$1,049iApproximate average salary by contribution assumption: employee only about $26,232 at 4% or $17,488 at 6%; with 50% employer match about $17,488 at 4% or $11,659 at 6%; with 100% employer match about $13,116 at 4% or $8,744 at 6%.
Mount Vernon-Lee Enterprises Inc. Profit Sharing Plan-63$631,441$66,104$1,049iApproximate average salary by contribution assumption: employee only about $26,232 at 4% or $17,488 at 6%; with 50% employer match about $17,488 at 4% or $11,659 at 6%; with 100% employer match about $13,116 at 4% or $8,744 at 6%.