Civic Intelligence

Value Financial Services Inc.

Plan context: Value Financial Services Inc. 401K Plan

EIN 62-1572056 • Austin, TX • 11 filings • 5 plans

1901 Capital ParkwayAustin, TX 78746
Current Snapshot

Latest Year

2009

2009 Participants

563

2009 Assets

$2,448,667

2009 Contributions

$229,285

Historical Graphs

Total Assets Over Time

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

$2,770,842$1,385,421$0199920052008YearValue
$2,448,667Latest year 2008

Participants Over Time

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

5632820199920042008YearValue
563Latest 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
200910$0$229,285-
Value Financial Services Inc. 401K Plan-0-$229,285-
20081563$2,448,667$840,584$1,493iApproximate average salary by contribution assumption: employee only about $37,326 at 4% or $24,884 at 6%; with 50% employer match about $24,884 at 4% or $16,589 at 6%; with 100% employer match about $18,663 at 4% or $12,442 at 6%.
Value Financial Services Inc. 401K Plan-563$2,448,667$840,584$1,493iApproximate average salary by contribution assumption: employee only about $37,326 at 4% or $24,884 at 6%; with 50% employer match about $24,884 at 4% or $16,589 at 6%; with 100% employer match about $18,663 at 4% or $12,442 at 6%.
20071433$2,770,842$758,207$1,751iApproximate average salary by contribution assumption: employee only about $43,776 at 4% or $29,184 at 6%; with 50% employer match about $29,184 at 4% or $19,456 at 6%; with 100% employer match about $21,888 at 4% or $14,592 at 6%.
Value Financial Services Inc. 401K Plan-433$2,770,842$758,207$1,751iApproximate average salary by contribution assumption: employee only about $43,776 at 4% or $29,184 at 6%; with 50% employer match about $29,184 at 4% or $19,456 at 6%; with 100% employer match about $21,888 at 4% or $14,592 at 6%.
20061377$2,036,922$576,868$1,530iApproximate average salary by contribution assumption: employee only about $38,254 at 4% or $25,503 at 6%; with 50% employer match about $25,503 at 4% or $17,002 at 6%; with 100% employer match about $19,127 at 4% or $12,751 at 6%.
Value Financial Services Inc. 401K Plan-377$2,036,922$576,868$1,530iApproximate average salary by contribution assumption: employee only about $38,254 at 4% or $25,503 at 6%; with 50% employer match about $25,503 at 4% or $17,002 at 6%; with 100% employer match about $19,127 at 4% or $12,751 at 6%.
20051311$1,351,324$333,127$1,071iApproximate average salary by contribution assumption: employee only about $26,779 at 4% or $17,852 at 6%; with 50% employer match about $17,852 at 4% or $11,902 at 6%; with 100% employer match about $13,389 at 4% or $8,926 at 6%.
Value Financial Services Inc. 401K Plan-311$1,351,324$333,127$1,071iApproximate average salary by contribution assumption: employee only about $26,779 at 4% or $17,852 at 6%; with 50% employer match about $17,852 at 4% or $11,902 at 6%; with 100% employer match about $13,389 at 4% or $8,926 at 6%.
20041279$1,058,029$190,292$682iApproximate average salary by contribution assumption: employee only about $17,051 at 4% or $11,368 at 6%; with 50% employer match about $11,368 at 4% or $7,578 at 6%; with 100% employer match about $8,526 at 4% or $5,684 at 6%.
Value Financial Services Inc. 401K Plan-279$1,058,029$190,292$682iApproximate average salary by contribution assumption: employee only about $17,051 at 4% or $11,368 at 6%; with 50% employer match about $11,368 at 4% or $7,578 at 6%; with 100% employer match about $8,526 at 4% or $5,684 at 6%.
20031285$878,274$145,363$510iApproximate average salary by contribution assumption: employee only about $12,751 at 4% or $8,501 at 6%; with 50% employer match about $8,501 at 4% or $5,667 at 6%; with 100% employer match about $6,376 at 4% or $4,250 at 6%.
Value Financial Services Inc. 401K Plan-285$878,274$145,363$510iApproximate average salary by contribution assumption: employee only about $12,751 at 4% or $8,501 at 6%; with 50% employer match about $8,501 at 4% or $5,667 at 6%; with 100% employer match about $6,376 at 4% or $4,250 at 6%.
20021310$0$0-
Value Financial Services Inc. 401K Plan-310---
20011333$0$0-
Value Financial Services Inc. 401K Plan-333---
20001310$0$0-
Value Financial Services Inc. 401K Plan-310---
19991263$380,335$139,072$529iApproximate average salary by contribution assumption: employee only about $13,220 at 4% or $8,813 at 6%; with 50% employer match about $8,813 at 4% or $5,875 at 6%; with 100% employer match about $6,610 at 4% or $4,407 at 6%.
Value Financial Services Inc. 401K Plan-263$380,335$139,072$529iApproximate average salary by contribution assumption: employee only about $13,220 at 4% or $8,813 at 6%; with 50% employer match about $8,813 at 4% or $5,875 at 6%; with 100% employer match about $6,610 at 4% or $4,407 at 6%.