Civic Intelligence

Value Management Group LLC

Plan context: Value Management Group 401(K) Plan

EIN 75-2600382 • Dallas, TX • 16 filings • 4 plans

Chateau Plaza 2515 Mckinney AveSte 1500Dallas, TX 75201
Current Snapshot

Latest Year

2016

2016 Participants

139

2016 Assets

$8,038,925

2016 Contributions

$1,317,053

Historical Graphs

Total Assets Over Time

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

$8,038,925$4,019,463$0200320102016YearValue
$8,038,925Latest year 2016

Participants Over Time

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

139700200120092016YearValue
139Latest year 2016

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
20161139$8,038,925$1,317,053$9,475iApproximate average salary by contribution assumption: employee only about $236,880 at 4% or $157,920 at 6%; with 50% employer match about $157,920 at 4% or $105,280 at 6%; with 100% employer match about $118,440 at 4% or $78,960 at 6%.
Value Management Group 401(K) Plan-139$8,038,925$1,317,053$9,475iApproximate average salary by contribution assumption: employee only about $236,880 at 4% or $157,920 at 6%; with 50% employer match about $157,920 at 4% or $105,280 at 6%; with 100% employer match about $118,440 at 4% or $78,960 at 6%.
20151117$6,106,707$1,147,161$9,805iApproximate average salary by contribution assumption: employee only about $245,120 at 4% or $163,413 at 6%; with 50% employer match about $163,413 at 4% or $108,942 at 6%; with 100% employer match about $122,560 at 4% or $81,707 at 6%.
Value Management Group 401(K) Plan-117$6,106,707$1,147,161$9,805iApproximate average salary by contribution assumption: employee only about $245,120 at 4% or $163,413 at 6%; with 50% employer match about $163,413 at 4% or $108,942 at 6%; with 100% employer match about $122,560 at 4% or $81,707 at 6%.
20141102$5,299,222$937,196$9,188iApproximate average salary by contribution assumption: employee only about $229,705 at 4% or $153,137 at 6%; with 50% employer match about $153,137 at 4% or $102,091 at 6%; with 100% employer match about $114,852 at 4% or $76,568 at 6%.
Value Management Group 401(K) Plan-102$5,299,222$937,196$9,188iApproximate average salary by contribution assumption: employee only about $229,705 at 4% or $153,137 at 6%; with 50% employer match about $153,137 at 4% or $102,091 at 6%; with 100% employer match about $114,852 at 4% or $76,568 at 6%.
2013160$3,995,616$657,789$10,963iApproximate average salary by contribution assumption: employee only about $274,079 at 4% or $182,719 at 6%; with 50% employer match about $182,719 at 4% or $121,813 at 6%; with 100% employer match about $137,039 at 4% or $91,360 at 6%.
Value Management Group 401(K) Plan-60$3,995,616$657,789$10,963iApproximate average salary by contribution assumption: employee only about $274,079 at 4% or $182,719 at 6%; with 50% employer match about $182,719 at 4% or $121,813 at 6%; with 100% employer match about $137,039 at 4% or $91,360 at 6%.
2012151$3,136,039$541,187$10,612iApproximate average salary by contribution assumption: employee only about $265,288 at 4% or $176,858 at 6%; with 50% employer match about $176,858 at 4% or $117,906 at 6%; with 100% employer match about $132,644 at 4% or $88,429 at 6%.
Value Management Group 401(K) Plan-51$3,136,039$541,187$10,612iApproximate average salary by contribution assumption: employee only about $265,288 at 4% or $176,858 at 6%; with 50% employer match about $176,858 at 4% or $117,906 at 6%; with 100% employer match about $132,644 at 4% or $88,429 at 6%.
2011150$2,328,665$302,743$6,055iApproximate average salary by contribution assumption: employee only about $151,372 at 4% or $100,914 at 6%; with 50% employer match about $100,914 at 4% or $67,276 at 6%; with 100% employer match about $75,686 at 4% or $50,457 at 6%.
Value Management Group 401(K) Plan-50$2,328,665$302,743$6,055iApproximate average salary by contribution assumption: employee only about $151,372 at 4% or $100,914 at 6%; with 50% employer match about $100,914 at 4% or $67,276 at 6%; with 100% employer match about $75,686 at 4% or $50,457 at 6%.
2010138$2,163,943$380,185$10,005iApproximate average salary by contribution assumption: employee only about $250,122 at 4% or $166,748 at 6%; with 50% employer match about $166,748 at 4% or $111,165 at 6%; with 100% employer match about $125,061 at 4% or $83,374 at 6%.
Value Management Group 401(K) Plan-38$2,163,943$380,185$10,005iApproximate average salary by contribution assumption: employee only about $250,122 at 4% or $166,748 at 6%; with 50% employer match about $166,748 at 4% or $111,165 at 6%; with 100% employer match about $125,061 at 4% or $83,374 at 6%.
2009140$1,589,026$338,012$8,450iApproximate average salary by contribution assumption: employee only about $211,257 at 4% or $140,838 at 6%; with 50% employer match about $140,838 at 4% or $93,892 at 6%; with 100% employer match about $105,629 at 4% or $70,419 at 6%.
Value Management Group 401(K) Plan-40$1,589,026$338,012$8,450iApproximate average salary by contribution assumption: employee only about $211,257 at 4% or $140,838 at 6%; with 50% employer match about $140,838 at 4% or $93,892 at 6%; with 100% employer match about $105,629 at 4% or $70,419 at 6%.
2008126$955,741$348,972$13,422iApproximate average salary by contribution assumption: employee only about $335,550 at 4% or $223,700 at 6%; with 50% employer match about $223,700 at 4% or $149,133 at 6%; with 100% employer match about $167,775 at 4% or $111,850 at 6%.
Value Management Group 401(K) Plan-26$955,741$348,972$13,422iApproximate average salary by contribution assumption: employee only about $335,550 at 4% or $223,700 at 6%; with 50% employer match about $223,700 at 4% or $149,133 at 6%; with 100% employer match about $167,775 at 4% or $111,850 at 6%.
2007122$1,068,694$237,859$10,812iApproximate average salary by contribution assumption: employee only about $270,294 at 4% or $180,196 at 6%; with 50% employer match about $180,196 at 4% or $120,131 at 6%; with 100% employer match about $135,147 at 4% or $90,098 at 6%.
Value Management Group 401(K) Plan-22$1,068,694$237,859$10,812iApproximate average salary by contribution assumption: employee only about $270,294 at 4% or $180,196 at 6%; with 50% employer match about $180,196 at 4% or $120,131 at 6%; with 100% employer match about $135,147 at 4% or $90,098 at 6%.
2006120$830,627$174,119$8,706iApproximate average salary by contribution assumption: employee only about $217,649 at 4% or $145,099 at 6%; with 50% employer match about $145,099 at 4% or $96,733 at 6%; with 100% employer match about $108,824 at 4% or $72,550 at 6%.
Value Management Group 401(K) Plan-20$830,627$174,119$8,706iApproximate average salary by contribution assumption: employee only about $217,649 at 4% or $145,099 at 6%; with 50% employer match about $145,099 at 4% or $96,733 at 6%; with 100% employer match about $108,824 at 4% or $72,550 at 6%.
2005115$574,296$150,006$10,000iApproximate average salary by contribution assumption: employee only about $250,010 at 4% or $166,673 at 6%; with 50% employer match about $166,673 at 4% or $111,116 at 6%; with 100% employer match about $125,005 at 4% or $83,337 at 6%.
Value Management Group 401(K) Plan-15$574,296$150,006$10,000iApproximate average salary by contribution assumption: employee only about $250,010 at 4% or $166,673 at 6%; with 50% employer match about $166,673 at 4% or $111,116 at 6%; with 100% employer match about $125,005 at 4% or $83,337 at 6%.
2004111$430,333$134,635$12,240iApproximate average salary by contribution assumption: employee only about $305,989 at 4% or $203,992 at 6%; with 50% employer match about $203,992 at 4% or $135,995 at 6%; with 100% employer match about $152,994 at 4% or $101,996 at 6%.
Value Management Group 401(K) Plan-11$430,333$134,635$12,240iApproximate average salary by contribution assumption: employee only about $305,989 at 4% or $203,992 at 6%; with 50% employer match about $203,992 at 4% or $135,995 at 6%; with 100% employer match about $152,994 at 4% or $101,996 at 6%.
2003110$262,851$84,302$8,430iApproximate average salary by contribution assumption: employee only about $210,755 at 4% or $140,503 at 6%; with 50% employer match about $140,503 at 4% or $93,669 at 6%; with 100% employer match about $105,378 at 4% or $70,252 at 6%.
Value Management Group 401(K) Plan-10$262,851$84,302$8,430iApproximate average salary by contribution assumption: employee only about $210,755 at 4% or $140,503 at 6%; with 50% employer match about $140,503 at 4% or $93,669 at 6%; with 100% employer match about $105,378 at 4% or $70,252 at 6%.
2002111$0$0-
Value Management Group 401(K) Plan-11---
200116$0$0-
Value Management Group 401(K) Plan-6---