Jean E. Valentine & Associates Inc
Plan context: Jean E. Valentine & Associates Inc. Defined Benefit Plan
EIN 68-0292910 • 7 filings • 1 plans
Current Snapshot
Latest Year
2005
2005 Participants
2
2005 Assets
$410,338
2005 Contributions
$2,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2005 | 1 | 2 | $410,338 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| Jean E. Valentine & Associates Inc. Defined Benefit Plan | - | 2 | $410,338 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2004 | 1 | 3 | $398,693 | $2,000 | $667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%. |
| Jean E. Valentine & Associates Inc. Defined Benefit Plan | - | 3 | $398,693 | $2,000 | $667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%. |
| 2003 | 1 | 3 | $0 | $0 | - |
| Jean E. Valentine & Associates Inc. Defined Benefit Plan | - | 3 | - | - | - |
| 2002 | 1 | 3 | $275,756 | $14,000 | $4,667iApproximate average salary by contribution assumption: employee only about $116,667 at 4% or $77,778 at 6%; with 50% employer match about $77,778 at 4% or $51,852 at 6%; with 100% employer match about $58,333 at 4% or $38,889 at 6%. |
| Jean E. Valentine & Associates Inc. Defined Benefit Plan | - | 3 | $275,756 | $14,000 | $4,667iApproximate average salary by contribution assumption: employee only about $116,667 at 4% or $77,778 at 6%; with 50% employer match about $77,778 at 4% or $51,852 at 6%; with 100% employer match about $58,333 at 4% or $38,889 at 6%. |
| 2001 | 1 | 3 | $310,738 | $27,476 | $9,159iApproximate average salary by contribution assumption: employee only about $228,967 at 4% or $152,644 at 6%; with 50% employer match about $152,644 at 4% or $101,763 at 6%; with 100% employer match about $114,483 at 4% or $76,322 at 6%. |
| Jean E. Valentine & Associates Inc. Defined Benefit Plan | - | 3 | $310,738 | $27,476 | $9,159iApproximate average salary by contribution assumption: employee only about $228,967 at 4% or $152,644 at 6%; with 50% employer match about $152,644 at 4% or $101,763 at 6%; with 100% employer match about $114,483 at 4% or $76,322 at 6%. |
| 2000 | 1 | 3 | $403,096 | $0 | - |
| Jean E. Valentine & Associates Inc. Defined Benefit Plan | - | 3 | $403,096 | - | - |
| 1999 | 1 | 3 | $419,198 | $0 | - |
| Jean E. Valentine & Associates Inc. Defined Benefit Plan | - | 3 | $419,198 | - | - |