Civic Intelligence

Business Valuation Inc.

Plan context: Business Valuation Inc. 401(K) Profit Sharing Plan and Trust

EIN 59-3137254 • Jacksonville, FL • 19 filings • 6 plans

5210 Belfort Rd, Suite 300Jacksonville, FL 32256
Current Snapshot

Latest Year

2024

2024 Participants

33

2024 Assets

$2,168,141

2024 Contributions

$256,231

Historical Graphs

Total Assets Over Time

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

$2,499,155$1,249,578$0200820162024YearValue
$2,168,141Latest year 2024

Participants Over Time

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

49250200820162024YearValue
33Latest 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
2024133$2,168,141$256,231$7,765iApproximate average salary by contribution assumption: employee only about $194,114 at 4% or $129,410 at 6%; with 50% employer match about $129,410 at 4% or $86,273 at 6%; with 100% employer match about $97,057 at 4% or $64,705 at 6%.
Business Valuation Inc. 401(K) Profit Sharing Plan and Trust-33$2,168,141$256,231$7,765iApproximate average salary by contribution assumption: employee only about $194,114 at 4% or $129,410 at 6%; with 50% employer match about $129,410 at 4% or $86,273 at 6%; with 100% employer match about $97,057 at 4% or $64,705 at 6%.
2023133$2,499,155$224,398$6,800iApproximate average salary by contribution assumption: employee only about $169,998 at 4% or $113,332 at 6%; with 50% employer match about $113,332 at 4% or $75,555 at 6%; with 100% employer match about $84,999 at 4% or $56,666 at 6%.
Business Valuation Inc. 401(K) Profit Sharing Plan and Trust-33$2,499,155$224,398$6,800iApproximate average salary by contribution assumption: employee only about $169,998 at 4% or $113,332 at 6%; with 50% employer match about $113,332 at 4% or $75,555 at 6%; with 100% employer match about $84,999 at 4% or $56,666 at 6%.
2022149$1,969,444$201,928$4,121iApproximate average salary by contribution assumption: employee only about $103,024 at 4% or $68,683 at 6%; with 50% employer match about $68,683 at 4% or $45,789 at 6%; with 100% employer match about $51,512 at 4% or $34,341 at 6%.
Business Valuation Inc. 401(K) Profit Sharing Plan and Trust-49$1,969,444$201,928$4,121iApproximate average salary by contribution assumption: employee only about $103,024 at 4% or $68,683 at 6%; with 50% employer match about $68,683 at 4% or $45,789 at 6%; with 100% employer match about $51,512 at 4% or $34,341 at 6%.
2021144$2,138,859$182,961$4,158iApproximate average salary by contribution assumption: employee only about $103,955 at 4% or $69,303 at 6%; with 50% employer match about $69,303 at 4% or $46,202 at 6%; with 100% employer match about $51,978 at 4% or $34,652 at 6%.
Business Valuation Inc. 401(K) Profit Sharing Plan and Trust-44$2,138,859$182,961$4,158iApproximate average salary by contribution assumption: employee only about $103,955 at 4% or $69,303 at 6%; with 50% employer match about $69,303 at 4% or $46,202 at 6%; with 100% employer match about $51,978 at 4% or $34,652 at 6%.
2020140$1,900,747$137,006$3,425iApproximate average salary by contribution assumption: employee only about $85,629 at 4% or $57,086 at 6%; with 50% employer match about $57,086 at 4% or $38,057 at 6%; with 100% employer match about $42,814 at 4% or $28,543 at 6%.
Business Valuation Inc. 401(K) Profit Sharing Plan and Trust-40$1,900,747$137,006$3,425iApproximate average salary by contribution assumption: employee only about $85,629 at 4% or $57,086 at 6%; with 50% employer match about $57,086 at 4% or $38,057 at 6%; with 100% employer match about $42,814 at 4% or $28,543 at 6%.
2019129$1,560,619$134,697$4,645iApproximate average salary by contribution assumption: employee only about $116,118 at 4% or $77,412 at 6%; with 50% employer match about $77,412 at 4% or $51,608 at 6%; with 100% employer match about $58,059 at 4% or $38,706 at 6%.
Business Valuation Inc. 401(K) Profit Sharing Plan and Trust-29$1,560,619$134,697$4,645iApproximate average salary by contribution assumption: employee only about $116,118 at 4% or $77,412 at 6%; with 50% employer match about $77,412 at 4% or $51,608 at 6%; with 100% employer match about $58,059 at 4% or $38,706 at 6%.
2018125$1,172,103$107,277$4,291iApproximate average salary by contribution assumption: employee only about $107,277 at 4% or $71,518 at 6%; with 50% employer match about $71,518 at 4% or $47,679 at 6%; with 100% employer match about $53,639 at 4% or $35,759 at 6%.
Business Valuation Inc. 401(K) Profit Sharing Plan and Trust-25$1,172,103$107,277$4,291iApproximate average salary by contribution assumption: employee only about $107,277 at 4% or $71,518 at 6%; with 50% employer match about $71,518 at 4% or $47,679 at 6%; with 100% employer match about $53,639 at 4% or $35,759 at 6%.
2017118$1,132,298$99,726$5,540iApproximate average salary by contribution assumption: employee only about $138,508 at 4% or $92,339 at 6%; with 50% employer match about $92,339 at 4% or $61,559 at 6%; with 100% employer match about $69,254 at 4% or $46,169 at 6%.
Business Valuation Inc. 401(K) Profit Sharing Plan and Trust-18$1,132,298$99,726$5,540iApproximate average salary by contribution assumption: employee only about $138,508 at 4% or $92,339 at 6%; with 50% employer match about $92,339 at 4% or $61,559 at 6%; with 100% employer match about $69,254 at 4% or $46,169 at 6%.
2016114$908,813$90,852$6,489iApproximate average salary by contribution assumption: employee only about $162,236 at 4% or $108,157 at 6%; with 50% employer match about $108,157 at 4% or $72,105 at 6%; with 100% employer match about $81,118 at 4% or $54,079 at 6%.
Business Valuation Inc. 401(K) Profit Sharing Plan and Trust-14$908,813$90,852$6,489iApproximate average salary by contribution assumption: employee only about $162,236 at 4% or $108,157 at 6%; with 50% employer match about $108,157 at 4% or $72,105 at 6%; with 100% employer match about $81,118 at 4% or $54,079 at 6%.
2015118$799,087$123,653$6,870iApproximate average salary by contribution assumption: employee only about $171,740 at 4% or $114,494 at 6%; with 50% employer match about $114,494 at 4% or $76,329 at 6%; with 100% employer match about $85,870 at 4% or $57,247 at 6%.
Business Valuation Inc. 401(K) Profit Sharing Plan and Trust-18$799,087$123,653$6,870iApproximate average salary by contribution assumption: employee only about $171,740 at 4% or $114,494 at 6%; with 50% employer match about $114,494 at 4% or $76,329 at 6%; with 100% employer match about $85,870 at 4% or $57,247 at 6%.
2014115$789,975$89,338$5,956iApproximate average salary by contribution assumption: employee only about $148,897 at 4% or $99,264 at 6%; with 50% employer match about $99,264 at 4% or $66,176 at 6%; with 100% employer match about $74,448 at 4% or $49,632 at 6%.
Business Valuation Inc. 401(K) Profit Sharing Plan and Trust-15$789,975$89,338$5,956iApproximate average salary by contribution assumption: employee only about $148,897 at 4% or $99,264 at 6%; with 50% employer match about $99,264 at 4% or $66,176 at 6%; with 100% employer match about $74,448 at 4% or $49,632 at 6%.
2013111$670,862$130,625$11,875iApproximate average salary by contribution assumption: employee only about $296,875 at 4% or $197,917 at 6%; with 50% employer match about $197,917 at 4% or $131,944 at 6%; with 100% employer match about $148,438 at 4% or $98,958 at 6%.
Business Valuation Inc. 401(K) Profit Sharing Plan and Trust-11$670,862$130,625$11,875iApproximate average salary by contribution assumption: employee only about $296,875 at 4% or $197,917 at 6%; with 50% employer match about $197,917 at 4% or $131,944 at 6%; with 100% employer match about $148,438 at 4% or $98,958 at 6%.
2012110$480,228$76,719$7,672iApproximate average salary by contribution assumption: employee only about $191,798 at 4% or $127,865 at 6%; with 50% employer match about $127,865 at 4% or $85,243 at 6%; with 100% employer match about $95,899 at 4% or $63,933 at 6%.
Business Valuation Inc. 401(K) Profit Sharing Plan and Trust-10$480,228$76,719$7,672iApproximate average salary by contribution assumption: employee only about $191,798 at 4% or $127,865 at 6%; with 50% employer match about $127,865 at 4% or $85,243 at 6%; with 100% employer match about $95,899 at 4% or $63,933 at 6%.
2011111$369,623$79,310$7,210iApproximate average salary by contribution assumption: employee only about $180,250 at 4% or $120,167 at 6%; with 50% employer match about $120,167 at 4% or $80,111 at 6%; with 100% employer match about $90,125 at 4% or $60,083 at 6%.
Business Valuation Inc. 401(K) Profit Sharing Plan and Trust-11$369,623$79,310$7,210iApproximate average salary by contribution assumption: employee only about $180,250 at 4% or $120,167 at 6%; with 50% employer match about $120,167 at 4% or $80,111 at 6%; with 100% employer match about $90,125 at 4% or $60,083 at 6%.
2010111$297,096$79,054$7,187iApproximate average salary by contribution assumption: employee only about $179,668 at 4% or $119,779 at 6%; with 50% employer match about $119,779 at 4% or $79,853 at 6%; with 100% employer match about $89,834 at 4% or $59,889 at 6%.
Business Valuation Inc. 401(K) Profit Sharing Plan and Trust-11$297,096$79,054$7,187iApproximate average salary by contribution assumption: employee only about $179,668 at 4% or $119,779 at 6%; with 50% employer match about $119,779 at 4% or $79,853 at 6%; with 100% employer match about $89,834 at 4% or $59,889 at 6%.
2009212$400,078$120,706$10,059iApproximate average salary by contribution assumption: employee only about $251,471 at 4% or $167,647 at 6%; with 50% employer match about $167,647 at 4% or $111,765 at 6%; with 100% employer match about $125,735 at 4% or $83,824 at 6%.
BUSINESS VALUATION, INC. 401(K) PROFIT SHARING PLAN AND TRUST-12$200,039$60,353$5,029iApproximate average salary by contribution assumption: employee only about $125,735 at 4% or $83,824 at 6%; with 50% employer match about $83,824 at 4% or $55,882 at 6%; with 100% employer match about $62,868 at 4% or $41,912 at 6%.
Business Valuation Inc. 401(K) Profit Sharing Plan and Trust-12$200,039$60,353$5,029iApproximate average salary by contribution assumption: employee only about $125,735 at 4% or $83,824 at 6%; with 50% employer match about $83,824 at 4% or $55,882 at 6%; with 100% employer match about $62,868 at 4% or $41,912 at 6%.
200829$241,244$19,084$2,120iApproximate average salary by contribution assumption: employee only about $53,011 at 4% or $35,341 at 6%; with 50% employer match about $35,341 at 4% or $23,560 at 6%; with 100% employer match about $26,506 at 4% or $17,670 at 6%.
BUSINESS VALUATION INC 401K PROFIT SHARING PLAN & TRUST-9$120,622$9,542$1,060iApproximate average salary by contribution assumption: employee only about $26,506 at 4% or $17,670 at 6%; with 50% employer match about $17,670 at 4% or $11,780 at 6%; with 100% employer match about $13,253 at 4% or $8,835 at 6%.
Business Valuation Inc. 401(K) Profit Sharing Plan and Trust-9$120,622$9,542$1,060iApproximate average salary by contribution assumption: employee only about $26,506 at 4% or $17,670 at 6%; with 50% employer match about $17,670 at 4% or $11,780 at 6%; with 100% employer match about $13,253 at 4% or $8,835 at 6%.