Val Ward Cadillac Inc.
Plan context: Val Ward Cadillac & Oldsmobile 401K Plan
EIN 59-1294874 • Fort Myers, FL • 28 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
58
2024 Assets
$3,829,391
2024 Contributions
$281,141
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 58 | $3,829,391 | $281,141 | $4,847iApproximate average salary by contribution assumption: employee only about $121,181 at 4% or $80,788 at 6%; with 50% employer match about $80,788 at 4% or $53,858 at 6%; with 100% employer match about $60,591 at 4% or $40,394 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 58 | $3,829,391 | $281,141 | $4,847iApproximate average salary by contribution assumption: employee only about $121,181 at 4% or $80,788 at 6%; with 50% employer match about $80,788 at 4% or $53,858 at 6%; with 100% employer match about $60,591 at 4% or $40,394 at 6%. |
| 2023 | 1 | 56 | $3,430,654 | $459,259 | $8,201iApproximate average salary by contribution assumption: employee only about $205,026 at 4% or $136,684 at 6%; with 50% employer match about $136,684 at 4% or $91,123 at 6%; with 100% employer match about $102,513 at 4% or $68,342 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 56 | $3,430,654 | $459,259 | $8,201iApproximate average salary by contribution assumption: employee only about $205,026 at 4% or $136,684 at 6%; with 50% employer match about $136,684 at 4% or $91,123 at 6%; with 100% employer match about $102,513 at 4% or $68,342 at 6%. |
| 2022 | 1 | 60 | $3,089,840 | $329,860 | $5,498iApproximate average salary by contribution assumption: employee only about $137,442 at 4% or $91,628 at 6%; with 50% employer match about $91,628 at 4% or $61,085 at 6%; with 100% employer match about $68,721 at 4% or $45,814 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 60 | $3,089,840 | $329,860 | $5,498iApproximate average salary by contribution assumption: employee only about $137,442 at 4% or $91,628 at 6%; with 50% employer match about $91,628 at 4% or $61,085 at 6%; with 100% employer match about $68,721 at 4% or $45,814 at 6%. |
| 2021 | 1 | 58 | $4,143,734 | $235,865 | $4,067iApproximate average salary by contribution assumption: employee only about $101,666 at 4% or $67,777 at 6%; with 50% employer match about $67,777 at 4% or $45,185 at 6%; with 100% employer match about $50,833 at 4% or $33,889 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 58 | $4,143,734 | $235,865 | $4,067iApproximate average salary by contribution assumption: employee only about $101,666 at 4% or $67,777 at 6%; with 50% employer match about $67,777 at 4% or $45,185 at 6%; with 100% employer match about $50,833 at 4% or $33,889 at 6%. |
| 2020 | 1 | 58 | $4,248,053 | $196,332 | $3,385iApproximate average salary by contribution assumption: employee only about $84,626 at 4% or $56,417 at 6%; with 50% employer match about $56,417 at 4% or $37,611 at 6%; with 100% employer match about $42,313 at 4% or $28,209 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 58 | $4,248,053 | $196,332 | $3,385iApproximate average salary by contribution assumption: employee only about $84,626 at 4% or $56,417 at 6%; with 50% employer match about $56,417 at 4% or $37,611 at 6%; with 100% employer match about $42,313 at 4% or $28,209 at 6%. |
| 2019 | 1 | 60 | $4,072,137 | $229,657 | $3,828iApproximate average salary by contribution assumption: employee only about $95,690 at 4% or $63,794 at 6%; with 50% employer match about $63,794 at 4% or $42,529 at 6%; with 100% employer match about $47,845 at 4% or $31,897 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 60 | $4,072,137 | $229,657 | $3,828iApproximate average salary by contribution assumption: employee only about $95,690 at 4% or $63,794 at 6%; with 50% employer match about $63,794 at 4% or $42,529 at 6%; with 100% employer match about $47,845 at 4% or $31,897 at 6%. |
| 2018 | 1 | 62 | $3,435,874 | $227,078 | $3,663iApproximate average salary by contribution assumption: employee only about $91,564 at 4% or $61,042 at 6%; with 50% employer match about $61,042 at 4% or $40,695 at 6%; with 100% employer match about $45,782 at 4% or $30,521 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 62 | $3,435,874 | $227,078 | $3,663iApproximate average salary by contribution assumption: employee only about $91,564 at 4% or $61,042 at 6%; with 50% employer match about $61,042 at 4% or $40,695 at 6%; with 100% employer match about $45,782 at 4% or $30,521 at 6%. |
| 2017 | 1 | 62 | $3,484,947 | $214,546 | $3,460iApproximate average salary by contribution assumption: employee only about $86,510 at 4% or $57,674 at 6%; with 50% employer match about $57,674 at 4% or $38,449 at 6%; with 100% employer match about $43,255 at 4% or $28,837 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 62 | $3,484,947 | $214,546 | $3,460iApproximate average salary by contribution assumption: employee only about $86,510 at 4% or $57,674 at 6%; with 50% employer match about $57,674 at 4% or $38,449 at 6%; with 100% employer match about $43,255 at 4% or $28,837 at 6%. |
| 2016 | 1 | 63 | $3,109,067 | $174,981 | $2,777iApproximate average salary by contribution assumption: employee only about $69,437 at 4% or $46,291 at 6%; with 50% employer match about $46,291 at 4% or $30,861 at 6%; with 100% employer match about $34,718 at 4% or $23,146 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 63 | $3,109,067 | $174,981 | $2,777iApproximate average salary by contribution assumption: employee only about $69,437 at 4% or $46,291 at 6%; with 50% employer match about $46,291 at 4% or $30,861 at 6%; with 100% employer match about $34,718 at 4% or $23,146 at 6%. |
| 2015 | 1 | 63 | $2,951,752 | $232,715 | $3,694iApproximate average salary by contribution assumption: employee only about $92,347 at 4% or $61,565 at 6%; with 50% employer match about $61,565 at 4% or $41,043 at 6%; with 100% employer match about $46,174 at 4% or $30,782 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 63 | $2,951,752 | $232,715 | $3,694iApproximate average salary by contribution assumption: employee only about $92,347 at 4% or $61,565 at 6%; with 50% employer match about $61,565 at 4% or $41,043 at 6%; with 100% employer match about $46,174 at 4% or $30,782 at 6%. |
| 2014 | 1 | 64 | $2,827,401 | $268,047 | $4,188iApproximate average salary by contribution assumption: employee only about $104,706 at 4% or $69,804 at 6%; with 50% employer match about $69,804 at 4% or $46,536 at 6%; with 100% employer match about $52,353 at 4% or $34,902 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 64 | $2,827,401 | $268,047 | $4,188iApproximate average salary by contribution assumption: employee only about $104,706 at 4% or $69,804 at 6%; with 50% employer match about $69,804 at 4% or $46,536 at 6%; with 100% employer match about $52,353 at 4% or $34,902 at 6%. |
| 2013 | 1 | 63 | $2,777,696 | $169,522 | $2,691iApproximate average salary by contribution assumption: employee only about $67,271 at 4% or $44,847 at 6%; with 50% employer match about $44,847 at 4% or $29,898 at 6%; with 100% employer match about $33,635 at 4% or $22,424 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 63 | $2,777,696 | $169,522 | $2,691iApproximate average salary by contribution assumption: employee only about $67,271 at 4% or $44,847 at 6%; with 50% employer match about $44,847 at 4% or $29,898 at 6%; with 100% employer match about $33,635 at 4% or $22,424 at 6%. |
| 2012 | 1 | 56 | $2,420,443 | $116,358 | $2,078iApproximate average salary by contribution assumption: employee only about $51,946 at 4% or $34,630 at 6%; with 50% employer match about $34,630 at 4% or $23,087 at 6%; with 100% employer match about $25,973 at 4% or $17,315 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 56 | $2,420,443 | $116,358 | $2,078iApproximate average salary by contribution assumption: employee only about $51,946 at 4% or $34,630 at 6%; with 50% employer match about $34,630 at 4% or $23,087 at 6%; with 100% employer match about $25,973 at 4% or $17,315 at 6%. |
| 2011 | 1 | 61 | $2,308,027 | $128,518 | $2,107iApproximate average salary by contribution assumption: employee only about $52,671 at 4% or $35,114 at 6%; with 50% employer match about $35,114 at 4% or $23,409 at 6%; with 100% employer match about $26,336 at 4% or $17,557 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 61 | $2,308,027 | $128,518 | $2,107iApproximate average salary by contribution assumption: employee only about $52,671 at 4% or $35,114 at 6%; with 50% employer match about $35,114 at 4% or $23,409 at 6%; with 100% employer match about $26,336 at 4% or $17,557 at 6%. |
| 2010 | 1 | 66 | $2,250,078 | $139,792 | $2,118iApproximate average salary by contribution assumption: employee only about $52,952 at 4% or $35,301 at 6%; with 50% employer match about $35,301 at 4% or $23,534 at 6%; with 100% employer match about $26,476 at 4% or $17,651 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 66 | $2,250,078 | $139,792 | $2,118iApproximate average salary by contribution assumption: employee only about $52,952 at 4% or $35,301 at 6%; with 50% employer match about $35,301 at 4% or $23,534 at 6%; with 100% employer match about $26,476 at 4% or $17,651 at 6%. |
| 2009 | 1 | 65 | $2,058,212 | $132,961 | $2,046iApproximate average salary by contribution assumption: employee only about $51,139 at 4% or $34,093 at 6%; with 50% employer match about $34,093 at 4% or $22,728 at 6%; with 100% employer match about $25,569 at 4% or $17,046 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 65 | $2,058,212 | $132,961 | $2,046iApproximate average salary by contribution assumption: employee only about $51,139 at 4% or $34,093 at 6%; with 50% employer match about $34,093 at 4% or $22,728 at 6%; with 100% employer match about $25,569 at 4% or $17,046 at 6%. |
| 2008 | 1 | 87 | $1,831,609 | $173,937 | $1,999iApproximate average salary by contribution assumption: employee only about $49,982 at 4% or $33,321 at 6%; with 50% employer match about $33,321 at 4% or $22,214 at 6%; with 100% employer match about $24,991 at 4% or $16,661 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 87 | $1,831,609 | $173,937 | $1,999iApproximate average salary by contribution assumption: employee only about $49,982 at 4% or $33,321 at 6%; with 50% employer match about $33,321 at 4% or $22,214 at 6%; with 100% employer match about $24,991 at 4% or $16,661 at 6%. |
| 2007 | 1 | 104 | $2,589,807 | $268,069 | $2,578iApproximate average salary by contribution assumption: employee only about $64,440 at 4% or $42,960 at 6%; with 50% employer match about $42,960 at 4% or $28,640 at 6%; with 100% employer match about $32,220 at 4% or $21,480 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 104 | $2,589,807 | $268,069 | $2,578iApproximate average salary by contribution assumption: employee only about $64,440 at 4% or $42,960 at 6%; with 50% employer match about $42,960 at 4% or $28,640 at 6%; with 100% employer match about $32,220 at 4% or $21,480 at 6%. |
| 2006 | 1 | 97 | $2,346,406 | $282,046 | $2,908iApproximate average salary by contribution assumption: employee only about $72,692 at 4% or $48,462 at 6%; with 50% employer match about $48,462 at 4% or $32,308 at 6%; with 100% employer match about $36,346 at 4% or $24,231 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 97 | $2,346,406 | $282,046 | $2,908iApproximate average salary by contribution assumption: employee only about $72,692 at 4% or $48,462 at 6%; with 50% employer match about $48,462 at 4% or $32,308 at 6%; with 100% employer match about $36,346 at 4% or $24,231 at 6%. |
| 2005 | 1 | 95 | $1,979,049 | $358,023 | $3,769iApproximate average salary by contribution assumption: employee only about $94,217 at 4% or $62,811 at 6%; with 50% employer match about $62,811 at 4% or $41,874 at 6%; with 100% employer match about $47,108 at 4% or $31,406 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 95 | $1,979,049 | $358,023 | $3,769iApproximate average salary by contribution assumption: employee only about $94,217 at 4% or $62,811 at 6%; with 50% employer match about $62,811 at 4% or $41,874 at 6%; with 100% employer match about $47,108 at 4% or $31,406 at 6%. |
| 2004 | 1 | 94 | $1,605,972 | $210,581 | $2,240iApproximate average salary by contribution assumption: employee only about $56,006 at 4% or $37,337 at 6%; with 50% employer match about $37,337 at 4% or $24,891 at 6%; with 100% employer match about $28,003 at 4% or $18,669 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 94 | $1,605,972 | $210,581 | $2,240iApproximate average salary by contribution assumption: employee only about $56,006 at 4% or $37,337 at 6%; with 50% employer match about $37,337 at 4% or $24,891 at 6%; with 100% employer match about $28,003 at 4% or $18,669 at 6%. |
| 2003 | 1 | 91 | $1,297,486 | $205,258 | $2,256iApproximate average salary by contribution assumption: employee only about $56,390 at 4% or $37,593 at 6%; with 50% employer match about $37,593 at 4% or $25,062 at 6%; with 100% employer match about $28,195 at 4% or $18,797 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 91 | $1,297,486 | $205,258 | $2,256iApproximate average salary by contribution assumption: employee only about $56,390 at 4% or $37,593 at 6%; with 50% employer match about $37,593 at 4% or $25,062 at 6%; with 100% employer match about $28,195 at 4% or $18,797 at 6%. |
| 2002 | 1 | 97 | $983,299 | $176,082 | $1,815iApproximate average salary by contribution assumption: employee only about $45,382 at 4% or $30,255 at 6%; with 50% employer match about $30,255 at 4% or $20,170 at 6%; with 100% employer match about $22,691 at 4% or $15,127 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 97 | $983,299 | $176,082 | $1,815iApproximate average salary by contribution assumption: employee only about $45,382 at 4% or $30,255 at 6%; with 50% employer match about $30,255 at 4% or $20,170 at 6%; with 100% employer match about $22,691 at 4% or $15,127 at 6%. |
| 2001 | 2 | 208 | $1,068,745 | $253,483 | $1,219iApproximate average salary by contribution assumption: employee only about $30,467 at 4% or $20,311 at 6%; with 50% employer match about $20,311 at 4% or $13,541 at 6%; with 100% employer match about $15,233 at 4% or $10,156 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 97 | $1,068,745 | $253,483 | $2,613iApproximate average salary by contribution assumption: employee only about $65,331 at 4% or $43,554 at 6%; with 50% employer match about $43,554 at 4% or $29,036 at 6%; with 100% employer match about $32,665 at 4% or $21,777 at 6%. |
| VAL WARD CADILLAC HEALTH 125 CAFETERIA PLAN | - | 208 | - | - | - |
| 2000 | 2 | 109 | $1,072,794 | $244,462 | $2,243iApproximate average salary by contribution assumption: employee only about $56,069 at 4% or $37,380 at 6%; with 50% employer match about $37,380 at 4% or $24,920 at 6%; with 100% employer match about $28,035 at 4% or $18,690 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 105 | $1,072,794 | $244,462 | $2,328iApproximate average salary by contribution assumption: employee only about $58,205 at 4% or $38,803 at 6%; with 50% employer match about $38,803 at 4% or $25,869 at 6%; with 100% employer match about $29,103 at 4% or $19,402 at 6%. |
| VAL WARD CADILLAC HEALTH & 125 CAFETERIA PLAN | - | 109 | - | - | - |
| 1999 | 1 | 103 | $1,026,127 | $249,209 | $2,420iApproximate average salary by contribution assumption: employee only about $60,488 at 4% or $40,325 at 6%; with 50% employer match about $40,325 at 4% or $26,883 at 6%; with 100% employer match about $30,244 at 4% or $20,163 at 6%. |
| Val Ward Cadillac & Oldsmobile 401K Plan | - | 103 | $1,026,127 | $249,209 | $2,420iApproximate average salary by contribution assumption: employee only about $60,488 at 4% or $40,325 at 6%; with 50% employer match about $40,325 at 4% or $26,883 at 6%; with 100% employer match about $30,244 at 4% or $20,163 at 6%. |