Civic Intelligence

Value, Inc.

Plan context: Value Inc. Retirement Plan and Trust

EIN 75-2882807 • 16 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$5,149,783

2024 Contributions

$153,792

Historical Graphs

Total Assets Over Time

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

$5,149,783$2,574,892$0200920172024YearValue
$5,149,783Latest year 2024

Participants Over Time

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

1580200920172024YearValue
14Latest 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
2024114$5,149,783$153,792$10,985iApproximate average salary by contribution assumption: employee only about $274,629 at 4% or $183,086 at 6%; with 50% employer match about $183,086 at 4% or $122,057 at 6%; with 100% employer match about $137,314 at 4% or $91,543 at 6%.
Value Inc. Retirement Plan and Trust-14$5,149,783$153,792$10,985iApproximate average salary by contribution assumption: employee only about $274,629 at 4% or $183,086 at 6%; with 50% employer match about $183,086 at 4% or $122,057 at 6%; with 100% employer match about $137,314 at 4% or $91,543 at 6%.
2023115$4,245,803$192,755$12,850iApproximate average salary by contribution assumption: employee only about $321,258 at 4% or $214,172 at 6%; with 50% employer match about $214,172 at 4% or $142,781 at 6%; with 100% employer match about $160,629 at 4% or $107,086 at 6%.
Value Inc. Retirement Plan and Trust-15$4,245,803$192,755$12,850iApproximate average salary by contribution assumption: employee only about $321,258 at 4% or $214,172 at 6%; with 50% employer match about $214,172 at 4% or $142,781 at 6%; with 100% employer match about $160,629 at 4% or $107,086 at 6%.
2022113$3,822,403$308,009$23,693iApproximate average salary by contribution assumption: employee only about $592,325 at 4% or $394,883 at 6%; with 50% employer match about $394,883 at 4% or $263,256 at 6%; with 100% employer match about $296,163 at 4% or $197,442 at 6%.
Value Inc. Retirement Plan and Trust-13$3,822,403$308,009$23,693iApproximate average salary by contribution assumption: employee only about $592,325 at 4% or $394,883 at 6%; with 50% employer match about $394,883 at 4% or $263,256 at 6%; with 100% employer match about $296,163 at 4% or $197,442 at 6%.
2021115$3,713,726$268,830$17,922iApproximate average salary by contribution assumption: employee only about $448,050 at 4% or $298,700 at 6%; with 50% employer match about $298,700 at 4% or $199,133 at 6%; with 100% employer match about $224,025 at 4% or $149,350 at 6%.
Value Inc. Retirement Plan and Trust-15$3,713,726$268,830$17,922iApproximate average salary by contribution assumption: employee only about $448,050 at 4% or $298,700 at 6%; with 50% employer match about $298,700 at 4% or $199,133 at 6%; with 100% employer match about $224,025 at 4% or $149,350 at 6%.
2020112$3,114,640$176,910$14,743iApproximate average salary by contribution assumption: employee only about $368,563 at 4% or $245,708 at 6%; with 50% employer match about $245,708 at 4% or $163,806 at 6%; with 100% employer match about $184,281 at 4% or $122,854 at 6%.
Value Inc. Retirement Plan and Trust-12$3,114,640$176,910$14,743iApproximate average salary by contribution assumption: employee only about $368,563 at 4% or $245,708 at 6%; with 50% employer match about $245,708 at 4% or $163,806 at 6%; with 100% employer match about $184,281 at 4% or $122,854 at 6%.
2019113$2,571,562$184,061$14,159iApproximate average salary by contribution assumption: employee only about $353,963 at 4% or $235,976 at 6%; with 50% employer match about $235,976 at 4% or $157,317 at 6%; with 100% employer match about $176,982 at 4% or $117,988 at 6%.
Value Inc. Retirement Plan and Trust-13$2,571,562$184,061$14,159iApproximate average salary by contribution assumption: employee only about $353,963 at 4% or $235,976 at 6%; with 50% employer match about $235,976 at 4% or $157,317 at 6%; with 100% employer match about $176,982 at 4% or $117,988 at 6%.
2018110$2,203,924$463,566$46,357iApproximate average salary by contribution assumption: employee only about $1,158,915 at 4% or $772,610 at 6%; with 50% employer match about $772,610 at 4% or $515,073 at 6%; with 100% employer match about $579,458 at 4% or $386,305 at 6%.
Value Inc. Retirement Plan and Trust-10$2,203,924$463,566$46,357iApproximate average salary by contribution assumption: employee only about $1,158,915 at 4% or $772,610 at 6%; with 50% employer match about $772,610 at 4% or $515,073 at 6%; with 100% employer match about $579,458 at 4% or $386,305 at 6%.
2017111$1,830,976$156,390$14,217iApproximate average salary by contribution assumption: employee only about $355,432 at 4% or $236,955 at 6%; with 50% employer match about $236,955 at 4% or $157,970 at 6%; with 100% employer match about $177,716 at 4% or $118,477 at 6%.
Value Inc. Retirement Plan and Trust-11$1,830,976$156,390$14,217iApproximate average salary by contribution assumption: employee only about $355,432 at 4% or $236,955 at 6%; with 50% employer match about $236,955 at 4% or $157,970 at 6%; with 100% employer match about $177,716 at 4% or $118,477 at 6%.
2016110$1,608,169$121,151$12,115iApproximate average salary by contribution assumption: employee only about $302,878 at 4% or $201,918 at 6%; with 50% employer match about $201,918 at 4% or $134,612 at 6%; with 100% employer match about $151,439 at 4% or $100,959 at 6%.
Value Inc. Retirement Plan and Trust-10$1,608,169$121,151$12,115iApproximate average salary by contribution assumption: employee only about $302,878 at 4% or $201,918 at 6%; with 50% employer match about $201,918 at 4% or $134,612 at 6%; with 100% employer match about $151,439 at 4% or $100,959 at 6%.
2015111$1,375,572$159,305$14,482iApproximate average salary by contribution assumption: employee only about $362,057 at 4% or $241,371 at 6%; with 50% employer match about $241,371 at 4% or $160,914 at 6%; with 100% employer match about $181,028 at 4% or $120,686 at 6%.
Value Inc. Retirement Plan and Trust-11$1,375,572$159,305$14,482iApproximate average salary by contribution assumption: employee only about $362,057 at 4% or $241,371 at 6%; with 50% employer match about $241,371 at 4% or $160,914 at 6%; with 100% employer match about $181,028 at 4% or $120,686 at 6%.
2014111$1,282,559$128,473$11,679iApproximate average salary by contribution assumption: employee only about $291,984 at 4% or $194,656 at 6%; with 50% employer match about $194,656 at 4% or $129,771 at 6%; with 100% employer match about $145,992 at 4% or $97,328 at 6%.
Value Inc. Retirement Plan and Trust-11$1,282,559$128,473$11,679iApproximate average salary by contribution assumption: employee only about $291,984 at 4% or $194,656 at 6%; with 50% employer match about $194,656 at 4% or $129,771 at 6%; with 100% employer match about $145,992 at 4% or $97,328 at 6%.
2013112$1,170,918$186,542$15,545iApproximate average salary by contribution assumption: employee only about $388,629 at 4% or $259,086 at 6%; with 50% employer match about $259,086 at 4% or $172,724 at 6%; with 100% employer match about $194,315 at 4% or $129,543 at 6%.
Value Inc. Retirement Plan and Trust-12$1,170,918$186,542$15,545iApproximate average salary by contribution assumption: employee only about $388,629 at 4% or $259,086 at 6%; with 50% employer match about $259,086 at 4% or $172,724 at 6%; with 100% employer match about $194,315 at 4% or $129,543 at 6%.
2012110$794,347$96,143$9,614iApproximate average salary by contribution assumption: employee only about $240,357 at 4% or $160,238 at 6%; with 50% employer match about $160,238 at 4% or $106,826 at 6%; with 100% employer match about $120,179 at 4% or $80,119 at 6%.
Value Inc. Retirement Plan and Trust-10$794,347$96,143$9,614iApproximate average salary by contribution assumption: employee only about $240,357 at 4% or $160,238 at 6%; with 50% employer match about $160,238 at 4% or $106,826 at 6%; with 100% employer match about $120,179 at 4% or $80,119 at 6%.
201119$794,228$148,766$16,530iApproximate average salary by contribution assumption: employee only about $413,239 at 4% or $275,493 at 6%; with 50% employer match about $275,493 at 4% or $183,662 at 6%; with 100% employer match about $206,619 at 4% or $137,746 at 6%.
Value Inc. Retirement Plan and Trust-9$794,228$148,766$16,530iApproximate average salary by contribution assumption: employee only about $413,239 at 4% or $275,493 at 6%; with 50% employer match about $275,493 at 4% or $183,662 at 6%; with 100% employer match about $206,619 at 4% or $137,746 at 6%.
2010110$536,438$88,116$8,812iApproximate average salary by contribution assumption: employee only about $220,290 at 4% or $146,860 at 6%; with 50% employer match about $146,860 at 4% or $97,907 at 6%; with 100% employer match about $110,145 at 4% or $73,430 at 6%.
Value Inc. Retirement Plan and Trust-10$536,438$88,116$8,812iApproximate average salary by contribution assumption: employee only about $220,290 at 4% or $146,860 at 6%; with 50% employer match about $146,860 at 4% or $97,907 at 6%; with 100% employer match about $110,145 at 4% or $73,430 at 6%.
200919$397,649$286,149$31,794iApproximate average salary by contribution assumption: employee only about $794,858 at 4% or $529,906 at 6%; with 50% employer match about $529,906 at 4% or $353,270 at 6%; with 100% employer match about $397,429 at 4% or $264,953 at 6%.
Value Inc. Retirement Plan and Trust-9$397,649$286,149$31,794iApproximate average salary by contribution assumption: employee only about $794,858 at 4% or $529,906 at 6%; with 50% employer match about $529,906 at 4% or $353,270 at 6%; with 100% employer match about $397,429 at 4% or $264,953 at 6%.