Valentine & Bond Ltd.
Plan context: Valentine & Bond Ltd. 401(K) Plan
EIN 86-0562824 • Phoenix, AZ • 41 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$623,113
2024 Contributions
$47,873
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $623,113 | $47,873 | $15,958iApproximate average salary by contribution assumption: employee only about $398,942 at 4% or $265,961 at 6%; with 50% employer match about $265,961 at 4% or $177,307 at 6%; with 100% employer match about $199,471 at 4% or $132,981 at 6%. |
| Valentine & Bond Ltd. 401(K) Plan | - | 3 | $623,113 | $47,873 | $15,958iApproximate average salary by contribution assumption: employee only about $398,942 at 4% or $265,961 at 6%; with 50% employer match about $265,961 at 4% or $177,307 at 6%; with 100% employer match about $199,471 at 4% or $132,981 at 6%. |
| 2023 | 1 | 4 | $504,696 | $32,674 | $8,169iApproximate average salary by contribution assumption: employee only about $204,213 at 4% or $136,142 at 6%; with 50% employer match about $136,142 at 4% or $90,761 at 6%; with 100% employer match about $102,106 at 4% or $68,071 at 6%. |
| Valentine & Bond Ltd. 401(K) Plan | - | 4 | $504,696 | $32,674 | $8,169iApproximate average salary by contribution assumption: employee only about $204,213 at 4% or $136,142 at 6%; with 50% employer match about $136,142 at 4% or $90,761 at 6%; with 100% employer match about $102,106 at 4% or $68,071 at 6%. |
| 2022 | 1 | 5 | $484,603 | $36,179 | $7,236iApproximate average salary by contribution assumption: employee only about $180,895 at 4% or $120,597 at 6%; with 50% employer match about $120,597 at 4% or $80,398 at 6%; with 100% employer match about $90,448 at 4% or $60,298 at 6%. |
| Valentine & Bond Ltd. 401(K) Plan | - | 5 | $484,603 | $36,179 | $7,236iApproximate average salary by contribution assumption: employee only about $180,895 at 4% or $120,597 at 6%; with 50% employer match about $120,597 at 4% or $80,398 at 6%; with 100% employer match about $90,448 at 4% or $60,298 at 6%. |
| 2021 | 1 | 5 | $526,443 | $28,170 | $5,634iApproximate average salary by contribution assumption: employee only about $140,850 at 4% or $93,900 at 6%; with 50% employer match about $93,900 at 4% or $62,600 at 6%; with 100% employer match about $70,425 at 4% or $46,950 at 6%. |
| Valentine & Bond Ltd. 401(K) Plan | - | 5 | $526,443 | $28,170 | $5,634iApproximate average salary by contribution assumption: employee only about $140,850 at 4% or $93,900 at 6%; with 50% employer match about $93,900 at 4% or $62,600 at 6%; with 100% employer match about $70,425 at 4% or $46,950 at 6%. |
| 2020 | 1 | 5 | $446,369 | $26,196 | $5,239iApproximate average salary by contribution assumption: employee only about $130,980 at 4% or $87,320 at 6%; with 50% employer match about $87,320 at 4% or $58,213 at 6%; with 100% employer match about $65,490 at 4% or $43,660 at 6%. |
| Valentine & Bond Ltd. 401(K) Plan | - | 5 | $446,369 | $26,196 | $5,239iApproximate average salary by contribution assumption: employee only about $130,980 at 4% or $87,320 at 6%; with 50% employer match about $87,320 at 4% or $58,213 at 6%; with 100% employer match about $65,490 at 4% or $43,660 at 6%. |
| 2019 | 1 | 5 | $375,854 | $23,830 | $4,766iApproximate average salary by contribution assumption: employee only about $119,150 at 4% or $79,433 at 6%; with 50% employer match about $79,433 at 4% or $52,956 at 6%; with 100% employer match about $59,575 at 4% or $39,717 at 6%. |
| Valentine & Bond Ltd. 401(K) Plan | - | 5 | $375,854 | $23,830 | $4,766iApproximate average salary by contribution assumption: employee only about $119,150 at 4% or $79,433 at 6%; with 50% employer match about $79,433 at 4% or $52,956 at 6%; with 100% employer match about $59,575 at 4% or $39,717 at 6%. |
| 2018 | 1 | 5 | $295,159 | $32,648 | $6,530iApproximate average salary by contribution assumption: employee only about $163,240 at 4% or $108,827 at 6%; with 50% employer match about $108,827 at 4% or $72,551 at 6%; with 100% employer match about $81,620 at 4% or $54,413 at 6%. |
| Valentine & Bond Ltd. 401(K) Plan | - | 5 | $295,159 | $32,648 | $6,530iApproximate average salary by contribution assumption: employee only about $163,240 at 4% or $108,827 at 6%; with 50% employer match about $108,827 at 4% or $72,551 at 6%; with 100% employer match about $81,620 at 4% or $54,413 at 6%. |
| 2017 | 1 | 6 | $515,256 | $22,173 | $3,696iApproximate average salary by contribution assumption: employee only about $92,388 at 4% or $61,592 at 6%; with 50% employer match about $61,592 at 4% or $41,061 at 6%; with 100% employer match about $46,194 at 4% or $30,796 at 6%. |
| Valentine & Bond Ltd. 401(K) Plan | - | 6 | $515,256 | $22,173 | $3,696iApproximate average salary by contribution assumption: employee only about $92,388 at 4% or $61,592 at 6%; with 50% employer match about $61,592 at 4% or $41,061 at 6%; with 100% employer match about $46,194 at 4% or $30,796 at 6%. |
| 2016 | 1 | 5 | $434,681 | $33,859 | $6,772iApproximate average salary by contribution assumption: employee only about $169,295 at 4% or $112,863 at 6%; with 50% employer match about $112,863 at 4% or $75,242 at 6%; with 100% employer match about $84,648 at 4% or $56,432 at 6%. |
| Valentine & Bond Ltd. 401(K) Plan | - | 5 | $434,681 | $33,859 | $6,772iApproximate average salary by contribution assumption: employee only about $169,295 at 4% or $112,863 at 6%; with 50% employer match about $112,863 at 4% or $75,242 at 6%; with 100% employer match about $84,648 at 4% or $56,432 at 6%. |
| 2015 | 1 | 6 | $391,712 | $35,982 | $5,997iApproximate average salary by contribution assumption: employee only about $149,925 at 4% or $99,950 at 6%; with 50% employer match about $99,950 at 4% or $66,633 at 6%; with 100% employer match about $74,963 at 4% or $49,975 at 6%. |
| Valentine & Bond Ltd. 401(K) Plan | - | 6 | $391,712 | $35,982 | $5,997iApproximate average salary by contribution assumption: employee only about $149,925 at 4% or $99,950 at 6%; with 50% employer match about $99,950 at 4% or $66,633 at 6%; with 100% employer match about $74,963 at 4% or $49,975 at 6%. |
| 2014 | 1 | 6 | $352,960 | $38,509 | $6,418iApproximate average salary by contribution assumption: employee only about $160,454 at 4% or $106,969 at 6%; with 50% employer match about $106,969 at 4% or $71,313 at 6%; with 100% employer match about $80,227 at 4% or $53,485 at 6%. |
| Valentine & Bond Ltd. 401(K) Plan | - | 6 | $352,960 | $38,509 | $6,418iApproximate average salary by contribution assumption: employee only about $160,454 at 4% or $106,969 at 6%; with 50% employer match about $106,969 at 4% or $71,313 at 6%; with 100% employer match about $80,227 at 4% or $53,485 at 6%. |
| 2013 | 1 | 6 | $301,455 | $127,087 | $21,181iApproximate average salary by contribution assumption: employee only about $529,529 at 4% or $353,019 at 6%; with 50% employer match about $353,019 at 4% or $235,346 at 6%; with 100% employer match about $264,765 at 4% or $176,510 at 6%. |
| Valentine & Bond Ltd. 401(K) Plan | - | 6 | $301,455 | $127,087 | $21,181iApproximate average salary by contribution assumption: employee only about $529,529 at 4% or $353,019 at 6%; with 50% employer match about $353,019 at 4% or $235,346 at 6%; with 100% employer match about $264,765 at 4% or $176,510 at 6%. |
| 2012 | 3 | 8 | $322,500 | $14,655 | $1,832iApproximate average salary by contribution assumption: employee only about $45,797 at 4% or $30,531 at 6%; with 50% employer match about $30,531 at 4% or $20,354 at 6%; with 100% employer match about $22,898 at 4% or $15,266 at 6%. |
| Valentine & Bond Ltd. 401(K) Plan | - | 5 | $210,533 | $9,275 | $1,855iApproximate average salary by contribution assumption: employee only about $46,375 at 4% or $30,917 at 6%; with 50% employer match about $30,917 at 4% or $20,611 at 6%; with 100% employer match about $23,188 at 4% or $15,458 at 6%. |
| VALENTINE & BOND, LTD. PROFIT SHARING PLAN & TRUST | - | 8 | $111,967 | $2,690 | $336iApproximate average salary by contribution assumption: employee only about $8,406 at 4% or $5,604 at 6%; with 50% employer match about $5,604 at 4% or $3,736 at 6%; with 100% employer match about $4,203 at 4% or $2,802 at 6%. |
| VALENTINE & BOND, LTD PROFIT SHARING PLAN & TRUST | - | 0 | - | $2,690 | - |
| 2011 | 2 | 8 | $315,981 | $20,657 | $2,582iApproximate average salary by contribution assumption: employee only about $64,553 at 4% or $43,035 at 6%; with 50% employer match about $43,035 at 4% or $28,690 at 6%; with 100% employer match about $32,277 at 4% or $21,518 at 6%. |
| Valentine & Bond Ltd. 401(K) Plan | - | 6 | $206,510 | $16,657 | $2,776iApproximate average salary by contribution assumption: employee only about $69,404 at 4% or $46,269 at 6%; with 50% employer match about $46,269 at 4% or $30,846 at 6%; with 100% employer match about $34,702 at 4% or $23,135 at 6%. |
| VALENTINE & BOND, LTD. PROFIT SHARING PLAN & TRUST | - | 8 | $109,471 | $4,000 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| 2010 | 2 | 9 | $456,555 | $21,023 | $2,336iApproximate average salary by contribution assumption: employee only about $58,397 at 4% or $38,931 at 6%; with 50% employer match about $38,931 at 4% or $25,954 at 6%; with 100% employer match about $29,199 at 4% or $19,466 at 6%. |
| Valentine & Bond Ltd. 401(K) Plan | - | 7 | $255,807 | $20,123 | $2,875iApproximate average salary by contribution assumption: employee only about $71,868 at 4% or $47,912 at 6%; with 50% employer match about $47,912 at 4% or $31,941 at 6%; with 100% employer match about $35,934 at 4% or $23,956 at 6%. |
| VALENTINE & BOND, LTD. | - | 9 | $200,748 | $900 | $100iApproximate average salary by contribution assumption: employee only about $2,500 at 4% or $1,667 at 6%; with 50% employer match about $1,667 at 4% or $1,111 at 6%; with 100% employer match about $1,250 at 4% or $833 at 6%. |
| 2009 | 2 | 7 | $413,324 | $34,284 | $4,898iApproximate average salary by contribution assumption: employee only about $122,443 at 4% or $81,629 at 6%; with 50% employer match about $81,629 at 4% or $54,419 at 6%; with 100% employer match about $61,221 at 4% or $40,814 at 6%. |
| Valentine & Bond Ltd. 401(K) Plan | - | 6 | $217,215 | $22,284 | $3,714iApproximate average salary by contribution assumption: employee only about $92,850 at 4% or $61,900 at 6%; with 50% employer match about $61,900 at 4% or $41,267 at 6%; with 100% employer match about $46,425 at 4% or $30,950 at 6%. |
| VALENTINE & BOND, LTD. PROFIT SHARING PLAN & TRUST | - | 7 | $196,109 | $12,000 | $1,714iApproximate average salary by contribution assumption: employee only about $42,857 at 4% or $28,571 at 6%; with 50% employer match about $28,571 at 4% or $19,048 at 6%; with 100% employer match about $21,429 at 4% or $14,286 at 6%. |
| 2008 | 2 | 9 | $0 | $0 | - |
| Valentine & Bond Ltd. 401(K) Plan | - | 9 | - | - | - |
| VALENTINE & BOND, LTD. PROFIT SHARING PLAN & TRUST | - | 8 | - | - | - |
| 2007 | 2 | 12 | $0 | $0 | - |
| VALENTINE & BOND, LTD. PROFIT SHARING PLAN & TRUST | - | 9 | - | - | - |
| Valentine & Bond Ltd. 401(K) Plan | - | 12 | - | - | - |
| 2006 | 2 | 8 | $393,064 | $48,064 | $6,008iApproximate average salary by contribution assumption: employee only about $150,200 at 4% or $100,133 at 6%; with 50% employer match about $100,133 at 4% or $66,756 at 6%; with 100% employer match about $75,100 at 4% or $50,067 at 6%. |
| VALENTINE & BOND, LTD. PROFIT SHARING PLAN & TRUST | - | 8 | $206,239 | $18,000 | $2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%. |
| Valentine & Bond Ltd. 401(K) Plan | - | 8 | $186,825 | $30,064 | $3,758iApproximate average salary by contribution assumption: employee only about $93,950 at 4% or $62,633 at 6%; with 50% employer match about $62,633 at 4% or $41,756 at 6%; with 100% employer match about $46,975 at 4% or $31,317 at 6%. |
| 2005 | 2 | 10 | $349,629 | $46,386 | $4,639iApproximate average salary by contribution assumption: employee only about $115,965 at 4% or $77,310 at 6%; with 50% employer match about $77,310 at 4% or $51,540 at 6%; with 100% employer match about $57,983 at 4% or $38,655 at 6%. |
| Valentine & Bond Ltd. 401(K) Plan | - | 9 | $180,197 | $31,386 | $3,487iApproximate average salary by contribution assumption: employee only about $87,183 at 4% or $58,122 at 6%; with 50% employer match about $58,122 at 4% or $38,748 at 6%; with 100% employer match about $43,592 at 4% or $29,061 at 6%. |
| VALENTINE & BOND, LTD. PROFIT SHARING PLAN & TRUST | - | 10 | $169,432 | $15,000 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| 2004 | 2 | 10 | $460,156 | $47,028 | $4,703iApproximate average salary by contribution assumption: employee only about $117,570 at 4% or $78,380 at 6%; with 50% employer match about $78,380 at 4% or $52,253 at 6%; with 100% employer match about $58,785 at 4% or $39,190 at 6%. |
| Valentine & Bond Ltd. 401(K) Plan | - | 8 | $315,062 | $29,028 | $3,629iApproximate average salary by contribution assumption: employee only about $90,713 at 4% or $60,475 at 6%; with 50% employer match about $60,475 at 4% or $40,317 at 6%; with 100% employer match about $45,356 at 4% or $30,238 at 6%. |
| VALENTINE & BOND, LTD. PROFIT SHARING PLAN & TRUST | - | 10 | $145,094 | $18,000 | $1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%. |
| 2003 | 2 | 10 | $368,395 | $27,800 | $2,780iApproximate average salary by contribution assumption: employee only about $69,500 at 4% or $46,333 at 6%; with 50% employer match about $46,333 at 4% or $30,889 at 6%; with 100% employer match about $34,750 at 4% or $23,167 at 6%. |
| Valentine & Bond Ltd. 401(K) Plan | - | 0 | $253,930 | $27,693 | - |
| VALENTINE & BOND, LTD. PROFIT SHARING PLAN & TRUST | - | 10 | $114,465 | $107 | $11iApproximate average salary by contribution assumption: employee only about $268 at 4% or $178 at 6%; with 50% employer match about $178 at 4% or $119 at 6%; with 100% employer match about $134 at 4% or $89 at 6%. |
| 2002 | 4 | 7 | $95,569 | $20,000 | $2,857iApproximate average salary by contribution assumption: employee only about $71,429 at 4% or $47,619 at 6%; with 50% employer match about $47,619 at 4% or $31,746 at 6%; with 100% employer match about $35,714 at 4% or $23,810 at 6%. |
| VALENTINE & BOND, LTD. PROFIT SHARING PLAN & TRUST | - | 7 | $95,569 | $20,000 | $2,857iApproximate average salary by contribution assumption: employee only about $71,429 at 4% or $47,619 at 6%; with 50% employer match about $47,619 at 4% or $31,746 at 6%; with 100% employer match about $35,714 at 4% or $23,810 at 6%. |
| VALENTINE & BOND, LTD. DEPENDENT CARE ASSISTANCE PLAN | - | 1 | - | - | - |
| VALENTINE & BOND, LTD. CAFETERIA PLAN & TRUST | - | 5 | - | - | - |
| VALENTINE & BOND, LTD. SECTION 105 MEDICAL REIMBURSEMENT PLAN | - | 5 | - | - | - |
| 2001 | 2 | 7 | $0 | $0 | - |
| VALENTINE & BOND, LTD. PROFIT SHARING PLAN & TRUST | - | 7 | - | - | - |
| Valentine & Bond Ltd. 401(K) Plan | - | 5 | - | - | - |
| 2000 | 2 | 8 | $49,119 | $55,890 | $6,986iApproximate average salary by contribution assumption: employee only about $174,656 at 4% or $116,438 at 6%; with 50% employer match about $116,438 at 4% or $77,625 at 6%; with 100% employer match about $87,328 at 4% or $58,219 at 6%. |
| Valentine & Bond Ltd. 401(K) Plan | - | 8 | $49,119 | $55,890 | $6,986iApproximate average salary by contribution assumption: employee only about $174,656 at 4% or $116,438 at 6%; with 50% employer match about $116,438 at 4% or $77,625 at 6%; with 100% employer match about $87,328 at 4% or $58,219 at 6%. |
| VALENTINE & BOND, LTD. PROFIT SHARING PLAN & TRUST | - | 8 | - | - | - |