Concentric Value Inc
Plan context: Concentric Value Inc Retirement Plan
EIN 82-2211535 • 3 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$279,517
2019 Contributions
$401,598
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Concentric Value Inc Retirement Plan | - | 0 | - | - | - |
| 2018 | 1 | 1 | $279,517 | $0 | - |
| Concentric Value Inc Retirement Plan | - | 1 | $279,517 | - | - |
| 2017 | 1 | 1 | $402,355 | $401,598 | $401,598iApproximate average salary by contribution assumption: employee only about $10,039,950 at 4% or $6,693,300 at 6%; with 50% employer match about $6,693,300 at 4% or $4,462,200 at 6%; with 100% employer match about $5,019,975 at 4% or $3,346,650 at 6%. |
| Concentric Value Inc Retirement Plan | - | 1 | $402,355 | $401,598 | $401,598iApproximate average salary by contribution assumption: employee only about $10,039,950 at 4% or $6,693,300 at 6%; with 50% employer match about $6,693,300 at 4% or $4,462,200 at 6%; with 100% employer match about $5,019,975 at 4% or $3,346,650 at 6%. |