Valuemomentum
Plan context: Valuemomentum 401(K) Plan
EIN 11-3414179 • Piscataway, NJ • 16 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
626
2024 Assets
$42,570,313
2024 Contributions
$6,155,757
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 | 2 | 626 | $42,570,313 | $6,155,757 | $9,833iApproximate average salary by contribution assumption: employee only about $245,837 at 4% or $163,891 at 6%; with 50% employer match about $163,891 at 4% or $109,261 at 6%; with 100% employer match about $122,918 at 4% or $81,946 at 6%. |
| Valuemomentum 401(K) Plan | - | 626 | $42,570,313 | $6,155,757 | $9,833iApproximate average salary by contribution assumption: employee only about $245,837 at 4% or $163,891 at 6%; with 50% employer match about $163,891 at 4% or $109,261 at 6%; with 100% employer match about $122,918 at 4% or $81,946 at 6%. |
| Valuemomentum Inc. Health & Welfare Plan | - | 500 | - | - | - |
| 2023 | 2 | 515 | $37,243,147 | $6,090,227 | $11,826iApproximate average salary by contribution assumption: employee only about $295,642 at 4% or $197,095 at 6%; with 50% employer match about $197,095 at 4% or $131,396 at 6%; with 100% employer match about $147,821 at 4% or $98,547 at 6%. |
| Valuemomentum 401(K) Plan | - | 437 | $37,243,147 | $6,090,227 | $13,936iApproximate average salary by contribution assumption: employee only about $348,411 at 4% or $232,274 at 6%; with 50% employer match about $232,274 at 4% or $154,849 at 6%; with 100% employer match about $174,206 at 4% or $116,137 at 6%. |
| Valuemomentum Inc. Health & Welfare Plan | - | 515 | - | - | - |
| 2022 | 2 | 536 | $25,998,771 | $5,663,614 | $10,566iApproximate average salary by contribution assumption: employee only about $264,161 at 4% or $176,107 at 6%; with 50% employer match about $176,107 at 4% or $117,405 at 6%; with 100% employer match about $132,081 at 4% or $88,054 at 6%. |
| Valuemomentum 401(K) Plan | - | 425 | $25,998,771 | $5,663,614 | $13,326iApproximate average salary by contribution assumption: employee only about $333,154 at 4% or $222,103 at 6%; with 50% employer match about $222,103 at 4% or $148,068 at 6%; with 100% employer match about $166,577 at 4% or $111,051 at 6%. |
| Valuemomentum Inc. Health & Welfare Plan | - | 536 | - | - | - |
| 2021 | 2 | 582 | $22,568,000 | $5,088,709 | $8,743iApproximate average salary by contribution assumption: employee only about $218,587 at 4% or $145,725 at 6%; with 50% employer match about $145,725 at 4% or $97,150 at 6%; with 100% employer match about $109,294 at 4% or $72,862 at 6%. |
| Valuemomentum 401(K) Plan | - | 435 | $22,568,000 | $5,088,709 | $11,698iApproximate average salary by contribution assumption: employee only about $292,455 at 4% or $194,970 at 6%; with 50% employer match about $194,970 at 4% or $129,980 at 6%; with 100% employer match about $146,227 at 4% or $97,485 at 6%. |
| Valuemomentum Inc. Health & Welfare Plan | - | 582 | - | - | - |
| 2020 | 2 | 467 | $17,719,072 | $4,018,438 | $8,605iApproximate average salary by contribution assumption: employee only about $215,120 at 4% or $143,413 at 6%; with 50% employer match about $143,413 at 4% or $95,609 at 6%; with 100% employer match about $107,560 at 4% or $71,707 at 6%. |
| Valuemomentum 401(K) Plan | - | 428 | $17,719,072 | $4,018,438 | $9,389iApproximate average salary by contribution assumption: employee only about $234,722 at 4% or $156,481 at 6%; with 50% employer match about $156,481 at 4% or $104,321 at 6%; with 100% employer match about $117,361 at 4% or $78,241 at 6%. |
| Valuemomentum Inc. Health & Welfare Plan | - | 467 | - | - | - |
| 2019 | 2 | 471 | $8,943,425 | $3,093,099 | $6,567iApproximate average salary by contribution assumption: employee only about $164,177 at 4% or $109,451 at 6%; with 50% employer match about $109,451 at 4% or $72,968 at 6%; with 100% employer match about $82,089 at 4% or $54,726 at 6%. |
| Valuemomentum 401(K) Plan | - | 320 | $8,943,425 | $3,093,099 | $9,666iApproximate average salary by contribution assumption: employee only about $241,648 at 4% or $161,099 at 6%; with 50% employer match about $161,099 at 4% or $107,399 at 6%; with 100% employer match about $120,824 at 4% or $80,549 at 6%. |
| Valuemomentum Inc. Health & Welfare Plan | - | 471 | - | - | - |
| 2018 | 1 | 274 | $7,051,800 | $2,375,996 | $8,672iApproximate average salary by contribution assumption: employee only about $216,788 at 4% or $144,525 at 6%; with 50% employer match about $144,525 at 4% or $96,350 at 6%; with 100% employer match about $108,394 at 4% or $72,263 at 6%. |
| Valuemomentum 401(K) Plan | - | 274 | $7,051,800 | $2,375,996 | $8,672iApproximate average salary by contribution assumption: employee only about $216,788 at 4% or $144,525 at 6%; with 50% employer match about $144,525 at 4% or $96,350 at 6%; with 100% employer match about $108,394 at 4% or $72,263 at 6%. |
| 2017 | 1 | 217 | $4,608,905 | $1,759,958 | $8,110iApproximate average salary by contribution assumption: employee only about $202,760 at 4% or $135,173 at 6%; with 50% employer match about $135,173 at 4% or $90,116 at 6%; with 100% employer match about $101,380 at 4% or $67,587 at 6%. |
| Valuemomentum 401(K) Plan | - | 217 | $4,608,905 | $1,759,958 | $8,110iApproximate average salary by contribution assumption: employee only about $202,760 at 4% or $135,173 at 6%; with 50% employer match about $135,173 at 4% or $90,116 at 6%; with 100% employer match about $101,380 at 4% or $67,587 at 6%. |
| 2016 | 1 | 158 | $2,564,853 | $1,272,288 | $8,052iApproximate average salary by contribution assumption: employee only about $201,311 at 4% or $134,208 at 6%; with 50% employer match about $134,208 at 4% or $89,472 at 6%; with 100% employer match about $100,656 at 4% or $67,104 at 6%. |
| Valuemomentum 401(K) Plan | - | 158 | $2,564,853 | $1,272,288 | $8,052iApproximate average salary by contribution assumption: employee only about $201,311 at 4% or $134,208 at 6%; with 50% employer match about $134,208 at 4% or $89,472 at 6%; with 100% employer match about $100,656 at 4% or $67,104 at 6%. |
| 2015 | 1 | 132 | $1,101,643 | $1,090,345 | $8,260iApproximate average salary by contribution assumption: employee only about $206,505 at 4% or $137,670 at 6%; with 50% employer match about $137,670 at 4% or $91,780 at 6%; with 100% employer match about $103,252 at 4% or $68,835 at 6%. |
| Valuemomentum 401(K) Plan | - | 132 | $1,101,643 | $1,090,345 | $8,260iApproximate average salary by contribution assumption: employee only about $206,505 at 4% or $137,670 at 6%; with 50% employer match about $137,670 at 4% or $91,780 at 6%; with 100% employer match about $103,252 at 4% or $68,835 at 6%. |