Civic Intelligence

VALOR PRIVATE WEALTH LLC

Plan context: VALOR PRIVATE WEALTH, LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 82-2060750 • Asheville, NC • 1 filings • 1 plans

1 Town Square Blvd Ste 343Asheville, NC 28803-5024
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,332

2025 Contributions

$1,323

Historical Graphs

Total Assets Over Time

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

$1,332$666$02025YearValue
$1,332Latest year 2025

Participants Over Time

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

4202025YearValue
4Latest year 2025

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
202514$1,332$1,323$331iApproximate average salary by contribution assumption: employee only about $8,269 at 4% or $5,513 at 6%; with 50% employer match about $5,513 at 4% or $3,675 at 6%; with 100% employer match about $4,134 at 4% or $2,756 at 6%.
VALOR PRIVATE WEALTH, LLC 401(K) PROFIT SHARING PLAN & TRUST-4$1,332$1,323$331iApproximate average salary by contribution assumption: employee only about $8,269 at 4% or $5,513 at 6%; with 50% employer match about $5,513 at 4% or $3,675 at 6%; with 100% employer match about $4,134 at 4% or $2,756 at 6%.