Civic Intelligence

Valenzuela Financial Management Group

Plan context: Etf Advisor K Mep

EIN 65-1052509 • Davie, FL • 7 filings • 2 plans

12555 Orange Dr. Suite 223Davie, FL 33330
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$595,327

2020 Contributions

$37,000

Historical Graphs

Total Assets Over Time

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

$595,327$297,664$0201420172019YearValue
$595,327Latest year 2019

Participants Over Time

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

210201420172019YearValue
2Latest year 2019

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
202010$0$37,000-
Etf Advisor K Mep-0$0$37,000-
201912$595,327$72,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
Etf Advisor K Mep-2$595,327$72,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
201812$434,308$84,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
Etf Advisor K Mep-2$434,308$84,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
201712$415,710$19,000$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.
Etf Advisor K Mep-2$415,710$19,000$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.
201612$326,023$9,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
Etf Advisor K Mep-2$326,023$9,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
201512$295,909$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Etf Advisor K Mep-2$295,909$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201412$303,865$299,584$149,792iApproximate average salary by contribution assumption: employee only about $3,744,800 at 4% or $2,496,533 at 6%; with 50% employer match about $2,496,533 at 4% or $1,664,356 at 6%; with 100% employer match about $1,872,400 at 4% or $1,248,267 at 6%.
ETF ADVISOR K MEP-2$303,865$299,584$149,792iApproximate average salary by contribution assumption: employee only about $3,744,800 at 4% or $2,496,533 at 6%; with 50% employer match about $2,496,533 at 4% or $1,664,356 at 6%; with 100% employer match about $1,872,400 at 4% or $1,248,267 at 6%.