Civic Intelligence

Value Managed Stratagies Inc.

Plan context: Value Manages Stratagies Inc. 401(K) Profit Sharing Plan

EIN 81-0603930 • Chagrin Falls, OH • 18 filings • 6 plans

17172 Catsden RdChagrin Falls, OH 44023
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$998,697

2024 Contributions

$146,478

Historical Graphs

Total Assets Over Time

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

$998,697$499,349$0200320152024YearValue
$998,697Latest year 2024

Participants Over Time

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

530200320142024YearValue
5Latest 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
202415$998,697$146,478$29,296iApproximate average salary by contribution assumption: employee only about $732,390 at 4% or $488,260 at 6%; with 50% employer match about $488,260 at 4% or $325,507 at 6%; with 100% employer match about $366,195 at 4% or $244,130 at 6%.
Value Manages Stratagies Inc. 401(K) Profit Sharing Plan-5$998,697$146,478$29,296iApproximate average salary by contribution assumption: employee only about $732,390 at 4% or $488,260 at 6%; with 50% employer match about $488,260 at 4% or $325,507 at 6%; with 100% employer match about $366,195 at 4% or $244,130 at 6%.
202314$781,406$125,447$31,362iApproximate average salary by contribution assumption: employee only about $784,044 at 4% or $522,696 at 6%; with 50% employer match about $522,696 at 4% or $348,464 at 6%; with 100% employer match about $392,022 at 4% or $261,348 at 6%.
Value Manages Stratagies Inc. 401(K) Profit Sharing Plan-4$781,406$125,447$31,362iApproximate average salary by contribution assumption: employee only about $784,044 at 4% or $522,696 at 6%; with 50% employer match about $522,696 at 4% or $348,464 at 6%; with 100% employer match about $392,022 at 4% or $261,348 at 6%.
202011$564,839$37,250$37,250iApproximate average salary by contribution assumption: employee only about $931,250 at 4% or $620,833 at 6%; with 50% employer match about $620,833 at 4% or $413,889 at 6%; with 100% employer match about $465,625 at 4% or $310,417 at 6%.
Value Manages Stratagies Inc. 401(K) Profit Sharing Plan-1$564,839$37,250$37,250iApproximate average salary by contribution assumption: employee only about $931,250 at 4% or $620,833 at 6%; with 50% employer match about $620,833 at 4% or $413,889 at 6%; with 100% employer match about $465,625 at 4% or $310,417 at 6%.
201911$469,007$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Value Manages Stratagies Inc. 401(K) Profit Sharing Plan-1$469,007$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201811$375,821$0-
Value Manages Stratagies Inc. 401(K) Profit Sharing Plan-1$375,821--
201711$427,072$34,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
Value Manages Stratagies Inc. 401(K) Profit Sharing Plan-1$427,072$34,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
201611$369,529$43,747$43,747iApproximate average salary by contribution assumption: employee only about $1,093,675 at 4% or $729,117 at 6%; with 50% employer match about $729,117 at 4% or $486,078 at 6%; with 100% employer match about $546,838 at 4% or $364,558 at 6%.
Value Manages Stratagies Inc. 401(K) Profit Sharing Plan-1$369,529$43,747$43,747iApproximate average salary by contribution assumption: employee only about $1,093,675 at 4% or $729,117 at 6%; with 50% employer match about $729,117 at 4% or $486,078 at 6%; with 100% employer match about $546,838 at 4% or $364,558 at 6%.
201511$360,991$34,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
Value Manages Stratagies Inc. 401(K) Profit Sharing Plan-1$360,991$34,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
201411$326,169$23,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Value Manages Stratagies Inc. 401(K) Profit Sharing Plan-1$326,169$23,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
201311$317,137$37,247$37,247iApproximate average salary by contribution assumption: employee only about $931,175 at 4% or $620,783 at 6%; with 50% employer match about $620,783 at 4% or $413,856 at 6%; with 100% employer match about $465,588 at 4% or $310,392 at 6%.
Value Manages Stratagies Inc. 401(K) Profit Sharing Plan-1$317,137$37,247$37,247iApproximate average salary by contribution assumption: employee only about $931,175 at 4% or $620,783 at 6%; with 50% employer match about $620,783 at 4% or $413,856 at 6%; with 100% employer match about $465,588 at 4% or $310,392 at 6%.
201221$517,902$73,224$73,224iApproximate average salary by contribution assumption: employee only about $1,830,600 at 4% or $1,220,400 at 6%; with 50% employer match about $1,220,400 at 4% or $813,600 at 6%; with 100% employer match about $915,300 at 4% or $610,200 at 6%.
Value Manages Stratagies Inc. 401(K) Profit Sharing Plan-1$278,951$36,612$36,612iApproximate average salary by contribution assumption: employee only about $915,300 at 4% or $610,200 at 6%; with 50% employer match about $610,200 at 4% or $406,800 at 6%; with 100% employer match about $457,650 at 4% or $305,100 at 6%.
Value Manages Stratagies Inc. 401(K) Profit Sharing Plan-1$238,951$36,612$36,612iApproximate average salary by contribution assumption: employee only about $915,300 at 4% or $610,200 at 6%; with 50% employer match about $610,200 at 4% or $406,800 at 6%; with 100% employer match about $457,650 at 4% or $305,100 at 6%.
200811$0$0-
Value Manages Stratagies Inc. 401(K) Profit Sharing Plan-1---
200711$0$0-
Value Manages Stratagies Inc. 401(K) Profit Sharing Plan-1---
200611$121,658$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Value Manages Stratagies Inc. 401(K) Profit Sharing Plan-1$121,658$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200511$91,187$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Value Manages Stratagies Inc. 401(K) Profit Sharing Plan-1$91,187$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
200411$45,067$23,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Value Manages Stratagies Inc. 401(K) Profit Sharing Plan-1$45,067$23,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
200311$22,000$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Value Manages Stratagies Inc. 401(K) Profit Sharing Plan-1$22,000$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.