Civic Intelligence

Robert N. Valentine Inc.

Plan context: Robert N. Valentine Inc. Money Purchase Pension Plan

EIN 68-0088760 • 26 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,808,791

2024 Contributions

$53,375

Historical Graphs

Total Assets Over Time

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

$1,977,349$988,675$0199920132024YearValue
$1,808,791Latest year 2024

Participants Over Time

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

530199920122024YearValue
3Latest 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
202413$1,808,791$53,375$17,792iApproximate average salary by contribution assumption: employee only about $444,792 at 4% or $296,528 at 6%; with 50% employer match about $296,528 at 4% or $197,685 at 6%; with 100% employer match about $222,396 at 4% or $148,264 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-3$1,808,791$53,375$17,792iApproximate average salary by contribution assumption: employee only about $444,792 at 4% or $296,528 at 6%; with 50% employer match about $296,528 at 4% or $197,685 at 6%; with 100% employer match about $222,396 at 4% or $148,264 at 6%.
202313$1,748,046$34,750$11,583iApproximate average salary by contribution assumption: employee only about $289,583 at 4% or $193,056 at 6%; with 50% employer match about $193,056 at 4% or $128,704 at 6%; with 100% employer match about $144,792 at 4% or $96,528 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-3$1,748,046$34,750$11,583iApproximate average salary by contribution assumption: employee only about $289,583 at 4% or $193,056 at 6%; with 50% employer match about $193,056 at 4% or $128,704 at 6%; with 100% employer match about $144,792 at 4% or $96,528 at 6%.
202213$1,691,279$32,375$10,792iApproximate average salary by contribution assumption: employee only about $269,792 at 4% or $179,861 at 6%; with 50% employer match about $179,861 at 4% or $119,907 at 6%; with 100% employer match about $134,896 at 4% or $89,931 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-3$1,691,279$32,375$10,792iApproximate average salary by contribution assumption: employee only about $269,792 at 4% or $179,861 at 6%; with 50% employer match about $179,861 at 4% or $119,907 at 6%; with 100% employer match about $134,896 at 4% or $89,931 at 6%.
202113$1,695,401$41,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-3$1,695,401$41,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
202013$1,655,630$98,858$32,953iApproximate average salary by contribution assumption: employee only about $823,817 at 4% or $549,211 at 6%; with 50% employer match about $549,211 at 4% or $366,141 at 6%; with 100% employer match about $411,908 at 4% or $274,606 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-3$1,655,630$98,858$32,953iApproximate average salary by contribution assumption: employee only about $823,817 at 4% or $549,211 at 6%; with 50% employer match about $549,211 at 4% or $366,141 at 6%; with 100% employer match about $411,908 at 4% or $274,606 at 6%.
201913$1,658,878$133,607$44,536iApproximate average salary by contribution assumption: employee only about $1,113,392 at 4% or $742,261 at 6%; with 50% employer match about $742,261 at 4% or $494,841 at 6%; with 100% employer match about $556,696 at 4% or $371,131 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-3$1,658,878$133,607$44,536iApproximate average salary by contribution assumption: employee only about $1,113,392 at 4% or $742,261 at 6%; with 50% employer match about $742,261 at 4% or $494,841 at 6%; with 100% employer match about $556,696 at 4% or $371,131 at 6%.
201813$1,608,063$0-
Robert N. Valentine Inc. Money Purchase Pension Plan-3$1,608,063--
201713$1,977,349$24,500$8,167iApproximate average salary by contribution assumption: employee only about $204,167 at 4% or $136,111 at 6%; with 50% employer match about $136,111 at 4% or $90,741 at 6%; with 100% employer match about $102,083 at 4% or $68,056 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-3$1,977,349$24,500$8,167iApproximate average salary by contribution assumption: employee only about $204,167 at 4% or $136,111 at 6%; with 50% employer match about $136,111 at 4% or $90,741 at 6%; with 100% employer match about $102,083 at 4% or $68,056 at 6%.
201613$1,922,170$36,250$12,083iApproximate average salary by contribution assumption: employee only about $302,083 at 4% or $201,389 at 6%; with 50% employer match about $201,389 at 4% or $134,259 at 6%; with 100% employer match about $151,042 at 4% or $100,694 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-3$1,922,170$36,250$12,083iApproximate average salary by contribution assumption: employee only about $302,083 at 4% or $201,389 at 6%; with 50% employer match about $201,389 at 4% or $134,259 at 6%; with 100% employer match about $151,042 at 4% or $100,694 at 6%.
201513$1,841,372$25,750$8,583iApproximate average salary by contribution assumption: employee only about $214,583 at 4% or $143,056 at 6%; with 50% employer match about $143,056 at 4% or $95,370 at 6%; with 100% employer match about $107,292 at 4% or $71,528 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-3$1,841,372$25,750$8,583iApproximate average salary by contribution assumption: employee only about $214,583 at 4% or $143,056 at 6%; with 50% employer match about $143,056 at 4% or $95,370 at 6%; with 100% employer match about $107,292 at 4% or $71,528 at 6%.
201413$1,869,716$42,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-3$1,869,716$42,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
201313$1,797,372$15,250$5,083iApproximate average salary by contribution assumption: employee only about $127,083 at 4% or $84,722 at 6%; with 50% employer match about $84,722 at 4% or $56,481 at 6%; with 100% employer match about $63,542 at 4% or $42,361 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-3$1,797,372$15,250$5,083iApproximate average salary by contribution assumption: employee only about $127,083 at 4% or $84,722 at 6%; with 50% employer match about $84,722 at 4% or $56,481 at 6%; with 100% employer match about $63,542 at 4% or $42,361 at 6%.
201213$1,774,469$42,250$14,083iApproximate average salary by contribution assumption: employee only about $352,083 at 4% or $234,722 at 6%; with 50% employer match about $234,722 at 4% or $156,481 at 6%; with 100% employer match about $176,042 at 4% or $117,361 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-3$1,774,469$42,250$14,083iApproximate average salary by contribution assumption: employee only about $352,083 at 4% or $234,722 at 6%; with 50% employer match about $234,722 at 4% or $156,481 at 6%; with 100% employer match about $176,042 at 4% or $117,361 at 6%.
201113$1,642,355$27,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-3$1,642,355$27,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
201013$1,522,433$19,500$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-3$1,522,433$19,500$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
200913$1,484,841$26,000$8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-3$1,484,841$26,000$8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%.
200813$1,190,757$31,000$10,333iApproximate average salary by contribution assumption: employee only about $258,333 at 4% or $172,222 at 6%; with 50% employer match about $172,222 at 4% or $114,815 at 6%; with 100% employer match about $129,167 at 4% or $86,111 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-3$1,190,757$31,000$10,333iApproximate average salary by contribution assumption: employee only about $258,333 at 4% or $172,222 at 6%; with 50% employer match about $172,222 at 4% or $114,815 at 6%; with 100% employer match about $129,167 at 4% or $86,111 at 6%.
200713$0$0-
Robert N. Valentine Inc. Money Purchase Pension Plan-3---
200613$1,703,063$48,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-3$1,703,063$48,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
200513$1,388,099$31,000$10,333iApproximate average salary by contribution assumption: employee only about $258,333 at 4% or $172,222 at 6%; with 50% employer match about $172,222 at 4% or $114,815 at 6%; with 100% employer match about $129,167 at 4% or $86,111 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-3$1,388,099$31,000$10,333iApproximate average salary by contribution assumption: employee only about $258,333 at 4% or $172,222 at 6%; with 50% employer match about $172,222 at 4% or $114,815 at 6%; with 100% employer match about $129,167 at 4% or $86,111 at 6%.
200413$1,310,664$21,250$7,083iApproximate average salary by contribution assumption: employee only about $177,083 at 4% or $118,056 at 6%; with 50% employer match about $118,056 at 4% or $78,704 at 6%; with 100% employer match about $88,542 at 4% or $59,028 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-3$1,310,664$21,250$7,083iApproximate average salary by contribution assumption: employee only about $177,083 at 4% or $118,056 at 6%; with 50% employer match about $118,056 at 4% or $78,704 at 6%; with 100% employer match about $88,542 at 4% or $59,028 at 6%.
200313$1,216,581$38,685$12,895iApproximate average salary by contribution assumption: employee only about $322,375 at 4% or $214,917 at 6%; with 50% employer match about $214,917 at 4% or $143,278 at 6%; with 100% employer match about $161,188 at 4% or $107,458 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-3$1,216,581$38,685$12,895iApproximate average salary by contribution assumption: employee only about $322,375 at 4% or $214,917 at 6%; with 50% employer match about $214,917 at 4% or $143,278 at 6%; with 100% employer match about $161,188 at 4% or $107,458 at 6%.
200215$864,569$79,125$15,825iApproximate average salary by contribution assumption: employee only about $395,625 at 4% or $263,750 at 6%; with 50% employer match about $263,750 at 4% or $175,833 at 6%; with 100% employer match about $197,813 at 4% or $131,875 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-5$864,569$79,125$15,825iApproximate average salary by contribution assumption: employee only about $395,625 at 4% or $263,750 at 6%; with 50% employer match about $263,750 at 4% or $175,833 at 6%; with 100% employer match about $197,813 at 4% or $131,875 at 6%.
200114$0$0-
Robert N. Valentine Inc. Money Purchase Pension Plan-4---
200014$1,286,140$40,875$10,219iApproximate average salary by contribution assumption: employee only about $255,469 at 4% or $170,313 at 6%; with 50% employer match about $170,313 at 4% or $113,542 at 6%; with 100% employer match about $127,734 at 4% or $85,156 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-4$1,286,140$40,875$10,219iApproximate average salary by contribution assumption: employee only about $255,469 at 4% or $170,313 at 6%; with 50% employer match about $170,313 at 4% or $113,542 at 6%; with 100% employer match about $127,734 at 4% or $85,156 at 6%.
199914$1,433,340$54,625$13,656iApproximate average salary by contribution assumption: employee only about $341,406 at 4% or $227,604 at 6%; with 50% employer match about $227,604 at 4% or $151,736 at 6%; with 100% employer match about $170,703 at 4% or $113,802 at 6%.
Robert N. Valentine Inc. Money Purchase Pension Plan-4$1,433,340$54,625$13,656iApproximate average salary by contribution assumption: employee only about $341,406 at 4% or $227,604 at 6%; with 50% employer match about $227,604 at 4% or $151,736 at 6%; with 100% employer match about $170,703 at 4% or $113,802 at 6%.