Civic Intelligence

William E. Valenti

Plan context: William E. Valenti Professional Corporation 401(K) Plan

EIN 82-4552138 • Lake Oswego, OR • 7 filings • 1 plans

4900 Meadows RdLake Oswego, OR 97035
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$542,497

2024 Contributions

$83,787

Historical Graphs

Total Assets Over Time

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

$542,497$271,249$0201820212024YearValue
$542,497Latest year 2024

Participants Over Time

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

210201820212024YearValue
2Latest 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
202412$542,497$83,787$41,894iApproximate average salary by contribution assumption: employee only about $1,047,338 at 4% or $698,225 at 6%; with 50% employer match about $698,225 at 4% or $465,483 at 6%; with 100% employer match about $523,669 at 4% or $349,113 at 6%.
William E. Valenti Professional Corporation 401(K) Plan-2$542,497$83,787$41,894iApproximate average salary by contribution assumption: employee only about $1,047,338 at 4% or $698,225 at 6%; with 50% employer match about $698,225 at 4% or $465,483 at 6%; with 100% employer match about $523,669 at 4% or $349,113 at 6%.
202312$431,197$71,952$35,976iApproximate average salary by contribution assumption: employee only about $899,400 at 4% or $599,600 at 6%; with 50% employer match about $599,600 at 4% or $399,733 at 6%; with 100% employer match about $449,700 at 4% or $299,800 at 6%.
William E. Valenti Professional Corporation 401(K) Plan-2$431,197$71,952$35,976iApproximate average salary by contribution assumption: employee only about $899,400 at 4% or $599,600 at 6%; with 50% employer match about $599,600 at 4% or $399,733 at 6%; with 100% employer match about $449,700 at 4% or $299,800 at 6%.
202212$355,189$67,008$33,504iApproximate average salary by contribution assumption: employee only about $837,600 at 4% or $558,400 at 6%; with 50% employer match about $558,400 at 4% or $372,267 at 6%; with 100% employer match about $418,800 at 4% or $279,200 at 6%.
William E. Valenti Professional Corporation 401(K) Plan-2$355,189$67,008$33,504iApproximate average salary by contribution assumption: employee only about $837,600 at 4% or $558,400 at 6%; with 50% employer match about $558,400 at 4% or $372,267 at 6%; with 100% employer match about $418,800 at 4% or $279,200 at 6%.
202112$401,744$65,030$32,515iApproximate average salary by contribution assumption: employee only about $812,875 at 4% or $541,917 at 6%; with 50% employer match about $541,917 at 4% or $361,278 at 6%; with 100% employer match about $406,438 at 4% or $270,958 at 6%.
William E. Valenti Professional Corporation 401(K) Plan-2$401,744$65,030$32,515iApproximate average salary by contribution assumption: employee only about $812,875 at 4% or $541,917 at 6%; with 50% employer match about $541,917 at 4% or $361,278 at 6%; with 100% employer match about $406,438 at 4% or $270,958 at 6%.
202012$268,534$110,920$55,460iApproximate average salary by contribution assumption: employee only about $1,386,500 at 4% or $924,333 at 6%; with 50% employer match about $924,333 at 4% or $616,222 at 6%; with 100% employer match about $693,250 at 4% or $462,167 at 6%.
William E. Valenti Professional Corporation 401(K) Plan-2$268,534$110,920$55,460iApproximate average salary by contribution assumption: employee only about $1,386,500 at 4% or $924,333 at 6%; with 50% employer match about $924,333 at 4% or $616,222 at 6%; with 100% employer match about $693,250 at 4% or $462,167 at 6%.
201912$102,549$57,391$28,696iApproximate average salary by contribution assumption: employee only about $717,388 at 4% or $478,258 at 6%; with 50% employer match about $478,258 at 4% or $318,839 at 6%; with 100% employer match about $358,694 at 4% or $239,129 at 6%.
William E. Valenti Professional Corporation 401(K) Plan-2$102,549$57,391$28,696iApproximate average salary by contribution assumption: employee only about $717,388 at 4% or $478,258 at 6%; with 50% employer match about $478,258 at 4% or $318,839 at 6%; with 100% employer match about $358,694 at 4% or $239,129 at 6%.
201812$41,921$46,579$23,290iApproximate average salary by contribution assumption: employee only about $582,238 at 4% or $388,158 at 6%; with 50% employer match about $388,158 at 4% or $258,772 at 6%; with 100% employer match about $291,119 at 4% or $194,079 at 6%.
William E. Valenti Professional Corporation 401(K) Plan-2$41,921$46,579$23,290iApproximate average salary by contribution assumption: employee only about $582,238 at 4% or $388,158 at 6%; with 50% employer match about $388,158 at 4% or $258,772 at 6%; with 100% employer match about $291,119 at 4% or $194,079 at 6%.