Civic Intelligence

VALOREM FINANCIAL LLC.

Plan context: VALOREM FINANCIAL, LLC 401(K) PLAN

EIN 83-2281850 • Arvada, CO • 7 filings • 2 plans

7609 Grandview AvenueArvada, CO 80002
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$2,511,082

2025 Contributions

$229,467

Historical Graphs

Total Assets Over Time

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

$2,511,082$1,255,541$0201920222025YearValue
$2,511,082Latest year 2025

Participants Over Time

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

1050201920222025YearValue
8Latest 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
202518$2,511,082$229,467$28,683iApproximate average salary by contribution assumption: employee only about $717,084 at 4% or $478,056 at 6%; with 50% employer match about $478,056 at 4% or $318,704 at 6%; with 100% employer match about $358,542 at 4% or $239,028 at 6%.
VALOREM FINANCIAL, LLC 401(K) PLAN-8$2,511,082$229,467$28,683iApproximate average salary by contribution assumption: employee only about $717,084 at 4% or $478,056 at 6%; with 50% employer match about $478,056 at 4% or $318,704 at 6%; with 100% employer match about $358,542 at 4% or $239,028 at 6%.
202418$1,910,081$227,014$28,377iApproximate average salary by contribution assumption: employee only about $709,419 at 4% or $472,946 at 6%; with 50% employer match about $472,946 at 4% or $315,297 at 6%; with 100% employer match about $354,709 at 4% or $236,473 at 6%.
VALOREM FINANCIAL, LLC 401(K) PLAN-8$1,910,081$227,014$28,377iApproximate average salary by contribution assumption: employee only about $709,419 at 4% or $472,946 at 6%; with 50% employer match about $472,946 at 4% or $315,297 at 6%; with 100% employer match about $354,709 at 4% or $236,473 at 6%.
2023110$1,541,865$230,757$23,076iApproximate average salary by contribution assumption: employee only about $576,893 at 4% or $384,595 at 6%; with 50% employer match about $384,595 at 4% or $256,397 at 6%; with 100% employer match about $288,446 at 4% or $192,298 at 6%.
VALOREM FINANCIAL, LLC 401(K) PLAN-10$1,541,865$230,757$23,076iApproximate average salary by contribution assumption: employee only about $576,893 at 4% or $384,595 at 6%; with 50% employer match about $384,595 at 4% or $256,397 at 6%; with 100% employer match about $288,446 at 4% or $192,298 at 6%.
202218$1,126,721$171,778$21,472iApproximate average salary by contribution assumption: employee only about $536,806 at 4% or $357,871 at 6%; with 50% employer match about $357,871 at 4% or $238,581 at 6%; with 100% employer match about $268,403 at 4% or $178,935 at 6%.
VALOREM FINANCIAL, LLC 401(K) PLAN-8$1,126,721$171,778$21,472iApproximate average salary by contribution assumption: employee only about $536,806 at 4% or $357,871 at 6%; with 50% employer match about $357,871 at 4% or $238,581 at 6%; with 100% employer match about $268,403 at 4% or $178,935 at 6%.
202116$1,100,179$143,602$23,934iApproximate average salary by contribution assumption: employee only about $598,342 at 4% or $398,894 at 6%; with 50% employer match about $398,894 at 4% or $265,930 at 6%; with 100% employer match about $299,171 at 4% or $199,447 at 6%.
VALOREM FINANCIAL, LLC 401(K) PLAN-6$1,100,179$143,602$23,934iApproximate average salary by contribution assumption: employee only about $598,342 at 4% or $398,894 at 6%; with 50% employer match about $398,894 at 4% or $265,930 at 6%; with 100% employer match about $299,171 at 4% or $199,447 at 6%.
202016$854,868$146,397$24,400iApproximate average salary by contribution assumption: employee only about $609,988 at 4% or $406,658 at 6%; with 50% employer match about $406,658 at 4% or $271,106 at 6%; with 100% employer match about $304,994 at 4% or $203,329 at 6%.
VALOREM FINANCIAL, LLC 401(K) PLAN-6$854,868$146,397$24,400iApproximate average salary by contribution assumption: employee only about $609,988 at 4% or $406,658 at 6%; with 50% employer match about $406,658 at 4% or $271,106 at 6%; with 100% employer match about $304,994 at 4% or $203,329 at 6%.
201915$654,061$620,187$124,037iApproximate average salary by contribution assumption: employee only about $3,100,935 at 4% or $2,067,290 at 6%; with 50% employer match about $2,067,290 at 4% or $1,378,193 at 6%; with 100% employer match about $1,550,468 at 4% or $1,033,645 at 6%.
VALOREM FINANCIAL LLC.-401K PLAN-5$654,061$620,187$124,037iApproximate average salary by contribution assumption: employee only about $3,100,935 at 4% or $2,067,290 at 6%; with 50% employer match about $2,067,290 at 4% or $1,378,193 at 6%; with 100% employer match about $1,550,468 at 4% or $1,033,645 at 6%.