Civic Intelligence

Financial Valuation Group

Plan context: Financial Valuation Group 401K Profit Sharing Plan & Trust

EIN 59-2543780 • 12 filings • 3 plans

Current Snapshot

Latest Year

2010

2010 Participants

2

2010 Assets

$19,560

2010 Contributions

$50,628

Historical Graphs

Total Assets Over Time

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

$898,441$449,221$0199920052009YearValue
$19,560Latest year 2009

Participants Over Time

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

1160199920042008YearValue
2Latest year 2008

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
201010$0$0-
Financial Valuation Group 401K Profit Sharing Plan & Trust-0---
200910$19,560$0-
Financial Valuation Group 401K Profit Sharing Plan & Trust-0$19,560--
200812$28,027$50,628$25,314iApproximate average salary by contribution assumption: employee only about $632,850 at 4% or $421,900 at 6%; with 50% employer match about $421,900 at 4% or $281,267 at 6%; with 100% employer match about $316,425 at 4% or $210,950 at 6%.
Financial Valuation Group 401K Profit Sharing Plan & Trust-2$28,027$50,628$25,314iApproximate average salary by contribution assumption: employee only about $632,850 at 4% or $421,900 at 6%; with 50% employer match about $421,900 at 4% or $281,267 at 6%; with 100% employer match about $316,425 at 4% or $210,950 at 6%.
2007111$898,441$54,436$4,949iApproximate average salary by contribution assumption: employee only about $123,718 at 4% or $82,479 at 6%; with 50% employer match about $82,479 at 4% or $54,986 at 6%; with 100% employer match about $61,859 at 4% or $41,239 at 6%.
Financial Valuation Group 401K Profit Sharing Plan & Trust-11$898,441$54,436$4,949iApproximate average salary by contribution assumption: employee only about $123,718 at 4% or $82,479 at 6%; with 50% employer match about $82,479 at 4% or $54,986 at 6%; with 100% employer match about $61,859 at 4% or $41,239 at 6%.
200618$816,586$80,794$10,099iApproximate average salary by contribution assumption: employee only about $252,481 at 4% or $168,321 at 6%; with 50% employer match about $168,321 at 4% or $112,214 at 6%; with 100% employer match about $126,241 at 4% or $84,160 at 6%.
Financial Valuation Group 401K Profit Sharing Plan & Trust-8$816,586$80,794$10,099iApproximate average salary by contribution assumption: employee only about $252,481 at 4% or $168,321 at 6%; with 50% employer match about $168,321 at 4% or $112,214 at 6%; with 100% employer match about $126,241 at 4% or $84,160 at 6%.
200519$658,958$99,445$11,049iApproximate average salary by contribution assumption: employee only about $276,236 at 4% or $184,157 at 6%; with 50% employer match about $184,157 at 4% or $122,772 at 6%; with 100% employer match about $138,118 at 4% or $92,079 at 6%.
Financial Valuation Group 401K Profit Sharing Plan & Trust-9$658,958$99,445$11,049iApproximate average salary by contribution assumption: employee only about $276,236 at 4% or $184,157 at 6%; with 50% employer match about $184,157 at 4% or $122,772 at 6%; with 100% employer match about $138,118 at 4% or $92,079 at 6%.
200417$533,572$86,232$12,319iApproximate average salary by contribution assumption: employee only about $307,971 at 4% or $205,314 at 6%; with 50% employer match about $205,314 at 4% or $136,876 at 6%; with 100% employer match about $153,986 at 4% or $102,657 at 6%.
Financial Valuation Group 401K Profit Sharing Plan & Trust-7$533,572$86,232$12,319iApproximate average salary by contribution assumption: employee only about $307,971 at 4% or $205,314 at 6%; with 50% employer match about $205,314 at 4% or $136,876 at 6%; with 100% employer match about $153,986 at 4% or $102,657 at 6%.
2003110$447,096$91,404$9,140iApproximate average salary by contribution assumption: employee only about $228,510 at 4% or $152,340 at 6%; with 50% employer match about $152,340 at 4% or $101,560 at 6%; with 100% employer match about $114,255 at 4% or $76,170 at 6%.
Financial Valuation Group 401K Profit Sharing Plan & Trust-10$447,096$91,404$9,140iApproximate average salary by contribution assumption: employee only about $228,510 at 4% or $152,340 at 6%; with 50% employer match about $152,340 at 4% or $101,560 at 6%; with 100% employer match about $114,255 at 4% or $76,170 at 6%.
200218$291,582$66,470$8,309iApproximate average salary by contribution assumption: employee only about $207,719 at 4% or $138,479 at 6%; with 50% employer match about $138,479 at 4% or $92,319 at 6%; with 100% employer match about $103,859 at 4% or $69,240 at 6%.
Financial Valuation Group 401K Profit Sharing Plan & Trust-8$291,582$66,470$8,309iApproximate average salary by contribution assumption: employee only about $207,719 at 4% or $138,479 at 6%; with 50% employer match about $138,479 at 4% or $92,319 at 6%; with 100% employer match about $103,859 at 4% or $69,240 at 6%.
200116$0$0-
Financial Valuation Group 401K Profit Sharing Plan & Trust-6---
200017$275,584$29,747$4,250iApproximate average salary by contribution assumption: employee only about $106,239 at 4% or $70,826 at 6%; with 50% employer match about $70,826 at 4% or $47,217 at 6%; with 100% employer match about $53,120 at 4% or $35,413 at 6%.
Financial Valuation Group 401K Profit Sharing Plan & Trust-7$275,584$29,747$4,250iApproximate average salary by contribution assumption: employee only about $106,239 at 4% or $70,826 at 6%; with 50% employer match about $70,826 at 4% or $47,217 at 6%; with 100% employer match about $53,120 at 4% or $35,413 at 6%.
199918$285,806$50,638$6,330iApproximate average salary by contribution assumption: employee only about $158,244 at 4% or $105,496 at 6%; with 50% employer match about $105,496 at 4% or $70,331 at 6%; with 100% employer match about $79,122 at 4% or $52,748 at 6%.
Financial Valuation Group 401K Profit Sharing Plan & Trust-8$285,806$50,638$6,330iApproximate average salary by contribution assumption: employee only about $158,244 at 4% or $105,496 at 6%; with 50% employer match about $105,496 at 4% or $70,331 at 6%; with 100% employer match about $79,122 at 4% or $52,748 at 6%.