Civic Intelligence

Capital Valuation Partners LLC

Plan context: Capital Valuation Partners 401(K) Profit Sharing Plan

EIN 81-5204392 • Doylestown, PA • 6 filings • 1 plans

435 N Main Street 2nd FloorDoylestown, PA 18901
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$788,345

2024 Contributions

$57,843

Historical Graphs

Total Assets Over Time

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

$788,345$394,173$0201920222024YearValue
$788,345Latest year 2024

Participants Over Time

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

630201920222024YearValue
6Latest 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
202416$788,345$57,843$9,641iApproximate average salary by contribution assumption: employee only about $241,013 at 4% or $160,675 at 6%; with 50% employer match about $160,675 at 4% or $107,117 at 6%; with 100% employer match about $120,506 at 4% or $80,338 at 6%.
Capital Valuation Partners 401(K) Profit Sharing Plan-6$788,345$57,843$9,641iApproximate average salary by contribution assumption: employee only about $241,013 at 4% or $160,675 at 6%; with 50% employer match about $160,675 at 4% or $107,117 at 6%; with 100% employer match about $120,506 at 4% or $80,338 at 6%.
202316$652,234$39,529$6,588iApproximate average salary by contribution assumption: employee only about $164,704 at 4% or $109,803 at 6%; with 50% employer match about $109,803 at 4% or $73,202 at 6%; with 100% employer match about $82,352 at 4% or $54,901 at 6%.
Capital Valuation Partners 401(K) Profit Sharing Plan-6$652,234$39,529$6,588iApproximate average salary by contribution assumption: employee only about $164,704 at 4% or $109,803 at 6%; with 50% employer match about $109,803 at 4% or $73,202 at 6%; with 100% employer match about $82,352 at 4% or $54,901 at 6%.
202216$529,168$69,699$11,617iApproximate average salary by contribution assumption: employee only about $290,413 at 4% or $193,608 at 6%; with 50% employer match about $193,608 at 4% or $129,072 at 6%; with 100% employer match about $145,206 at 4% or $96,804 at 6%.
Capital Valuation Partners 401(K) Profit Sharing Plan-6$529,168$69,699$11,617iApproximate average salary by contribution assumption: employee only about $290,413 at 4% or $193,608 at 6%; with 50% employer match about $193,608 at 4% or $129,072 at 6%; with 100% employer match about $145,206 at 4% or $96,804 at 6%.
202116$550,955$96,905$16,151iApproximate average salary by contribution assumption: employee only about $403,771 at 4% or $269,181 at 6%; with 50% employer match about $269,181 at 4% or $179,454 at 6%; with 100% employer match about $201,885 at 4% or $134,590 at 6%.
Capital Valuation Partners 401(K) Profit Sharing Plan-6$550,955$96,905$16,151iApproximate average salary by contribution assumption: employee only about $403,771 at 4% or $269,181 at 6%; with 50% employer match about $269,181 at 4% or $179,454 at 6%; with 100% employer match about $201,885 at 4% or $134,590 at 6%.
202015$406,488$63,959$12,792iApproximate average salary by contribution assumption: employee only about $319,795 at 4% or $213,197 at 6%; with 50% employer match about $213,197 at 4% or $142,131 at 6%; with 100% employer match about $159,898 at 4% or $106,598 at 6%.
Capital Valuation Partners 401(K) Profit Sharing Plan-5$406,488$63,959$12,792iApproximate average salary by contribution assumption: employee only about $319,795 at 4% or $213,197 at 6%; with 50% employer match about $213,197 at 4% or $142,131 at 6%; with 100% employer match about $159,898 at 4% or $106,598 at 6%.
201913$292,804$274,358$91,453iApproximate average salary by contribution assumption: employee only about $2,286,317 at 4% or $1,524,211 at 6%; with 50% employer match about $1,524,211 at 4% or $1,016,141 at 6%; with 100% employer match about $1,143,158 at 4% or $762,106 at 6%.
Capital Valuation Partners 401(K) Profit Sharing Plan-3$292,804$274,358$91,453iApproximate average salary by contribution assumption: employee only about $2,286,317 at 4% or $1,524,211 at 6%; with 50% employer match about $1,524,211 at 4% or $1,016,141 at 6%; with 100% employer match about $1,143,158 at 4% or $762,106 at 6%.