Civic Intelligence

Baltes/Valentino Associates Ltd.

Plan context: Baltes/Valentino Assoc. Ltd. 401K Profit Sharing Plan

EIN 86-0329449 • 3 filings • 2 plans

Current Snapshot

Latest Year

2001

2001 Participants

28

2001 Assets

$1,276,913

2001 Contributions

$222,443

Historical Graphs

Total Assets Over Time

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

$1,276,913$638,457$01999YearValue
$1,276,913Latest year 1999

Participants Over Time

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

48240199920002001YearValue
28Latest year 2001

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
2001128$0$0-
BALTES/VALENTINO ASSOC., LTD. 401K PLAN-28---
2000148$0$0-
BALTES/VALENTINO ASSOC., LTD. 401K PLAN-48---
1999125$1,276,913$222,443$8,898iApproximate average salary by contribution assumption: employee only about $222,443 at 4% or $148,295 at 6%; with 50% employer match about $148,295 at 4% or $98,864 at 6%; with 100% employer match about $111,221 at 4% or $74,148 at 6%.
Baltes/Valentino Assoc. Ltd. 401K Profit Sharing Plan-25$1,276,913$222,443$8,898iApproximate average salary by contribution assumption: employee only about $222,443 at 4% or $148,295 at 6%; with 50% employer match about $148,295 at 4% or $98,864 at 6%; with 100% employer match about $111,221 at 4% or $74,148 at 6%.