Civic Intelligence

Victory Wealth Management Inc.

Plan context: Victory Wealth Management Inc. Retirement Plan

EIN 20-2536944 • 14 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$435,787

2024 Contributions

$46,399

Historical Graphs

Total Assets Over Time

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

$435,787$217,894$0201120182024YearValue
$435,787Latest year 2024

Participants Over Time

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

420201120182024YearValue
3Latest 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
202413$435,787$46,399$15,466iApproximate average salary by contribution assumption: employee only about $386,658 at 4% or $257,772 at 6%; with 50% employer match about $257,772 at 4% or $171,848 at 6%; with 100% employer match about $193,329 at 4% or $128,886 at 6%.
Victory Wealth Management Inc. Retirement Plan-3$435,787$46,399$15,466iApproximate average salary by contribution assumption: employee only about $386,658 at 4% or $257,772 at 6%; with 50% employer match about $257,772 at 4% or $171,848 at 6%; with 100% employer match about $193,329 at 4% or $128,886 at 6%.
202313$363,871$45,975$15,325iApproximate average salary by contribution assumption: employee only about $383,125 at 4% or $255,417 at 6%; with 50% employer match about $255,417 at 4% or $170,278 at 6%; with 100% employer match about $191,563 at 4% or $127,708 at 6%.
Victory Wealth Management Inc. Retirement Plan-3$363,871$45,975$15,325iApproximate average salary by contribution assumption: employee only about $383,125 at 4% or $255,417 at 6%; with 50% employer match about $255,417 at 4% or $170,278 at 6%; with 100% employer match about $191,563 at 4% or $127,708 at 6%.
202213$263,735$49,039$16,346iApproximate average salary by contribution assumption: employee only about $408,658 at 4% or $272,439 at 6%; with 50% employer match about $272,439 at 4% or $181,626 at 6%; with 100% employer match about $204,329 at 4% or $136,219 at 6%.
Victory Wealth Management Inc. Retirement Plan-3$263,735$49,039$16,346iApproximate average salary by contribution assumption: employee only about $408,658 at 4% or $272,439 at 6%; with 50% employer match about $272,439 at 4% or $181,626 at 6%; with 100% employer match about $204,329 at 4% or $136,219 at 6%.
202113$270,364$51,117$17,039iApproximate average salary by contribution assumption: employee only about $425,975 at 4% or $283,983 at 6%; with 50% employer match about $283,983 at 4% or $189,322 at 6%; with 100% employer match about $212,988 at 4% or $141,992 at 6%.
Victory Wealth Management Inc. Retirement Plan-3$270,364$51,117$17,039iApproximate average salary by contribution assumption: employee only about $425,975 at 4% or $283,983 at 6%; with 50% employer match about $283,983 at 4% or $189,322 at 6%; with 100% employer match about $212,988 at 4% or $141,992 at 6%.
202013$184,794$44,437$14,812iApproximate average salary by contribution assumption: employee only about $370,308 at 4% or $246,872 at 6%; with 50% employer match about $246,872 at 4% or $164,581 at 6%; with 100% employer match about $185,154 at 4% or $123,436 at 6%.
Victory Wealth Management Inc. Retirement Plan-3$184,794$44,437$14,812iApproximate average salary by contribution assumption: employee only about $370,308 at 4% or $246,872 at 6%; with 50% employer match about $246,872 at 4% or $164,581 at 6%; with 100% employer match about $185,154 at 4% or $123,436 at 6%.
201913$113,265$39,674$13,225iApproximate average salary by contribution assumption: employee only about $330,617 at 4% or $220,411 at 6%; with 50% employer match about $220,411 at 4% or $146,941 at 6%; with 100% employer match about $165,308 at 4% or $110,206 at 6%.
Victory Wealth Management Inc. Retirement Plan-3$113,265$39,674$13,225iApproximate average salary by contribution assumption: employee only about $330,617 at 4% or $220,411 at 6%; with 50% employer match about $220,411 at 4% or $146,941 at 6%; with 100% employer match about $165,308 at 4% or $110,206 at 6%.
201812$142,936$34,164$17,082iApproximate average salary by contribution assumption: employee only about $427,050 at 4% or $284,700 at 6%; with 50% employer match about $284,700 at 4% or $189,800 at 6%; with 100% employer match about $213,525 at 4% or $142,350 at 6%.
Victory Wealth Management Inc. Retirement Plan-2$142,936$34,164$17,082iApproximate average salary by contribution assumption: employee only about $427,050 at 4% or $284,700 at 6%; with 50% employer match about $284,700 at 4% or $189,800 at 6%; with 100% employer match about $213,525 at 4% or $142,350 at 6%.
201713$145,514$33,784$11,261iApproximate average salary by contribution assumption: employee only about $281,533 at 4% or $187,689 at 6%; with 50% employer match about $187,689 at 4% or $125,126 at 6%; with 100% employer match about $140,767 at 4% or $93,844 at 6%.
Victory Wealth Management Inc. Retirement Plan-3$145,514$33,784$11,261iApproximate average salary by contribution assumption: employee only about $281,533 at 4% or $187,689 at 6%; with 50% employer match about $187,689 at 4% or $125,126 at 6%; with 100% employer match about $140,767 at 4% or $93,844 at 6%.
201613$91,826$27,199$9,066iApproximate average salary by contribution assumption: employee only about $226,658 at 4% or $151,106 at 6%; with 50% employer match about $151,106 at 4% or $100,737 at 6%; with 100% employer match about $113,329 at 4% or $75,553 at 6%.
Victory Wealth Management Inc. Retirement Plan-3$91,826$27,199$9,066iApproximate average salary by contribution assumption: employee only about $226,658 at 4% or $151,106 at 6%; with 50% employer match about $151,106 at 4% or $100,737 at 6%; with 100% employer match about $113,329 at 4% or $75,553 at 6%.
201513$57,101$22,470$7,490iApproximate average salary by contribution assumption: employee only about $187,250 at 4% or $124,833 at 6%; with 50% employer match about $124,833 at 4% or $83,222 at 6%; with 100% employer match about $93,625 at 4% or $62,417 at 6%.
Victory Wealth Management Inc. Retirement Plan-3$57,101$22,470$7,490iApproximate average salary by contribution assumption: employee only about $187,250 at 4% or $124,833 at 6%; with 50% employer match about $124,833 at 4% or $83,222 at 6%; with 100% employer match about $93,625 at 4% or $62,417 at 6%.
201413$37,323$16,658$5,553iApproximate average salary by contribution assumption: employee only about $138,817 at 4% or $92,544 at 6%; with 50% employer match about $92,544 at 4% or $61,696 at 6%; with 100% employer match about $69,408 at 4% or $46,272 at 6%.
Victory Wealth Management Inc. Retirement Plan-3$37,323$16,658$5,553iApproximate average salary by contribution assumption: employee only about $138,817 at 4% or $92,544 at 6%; with 50% employer match about $92,544 at 4% or $61,696 at 6%; with 100% employer match about $69,408 at 4% or $46,272 at 6%.
201313$19,519$11,304$3,768iApproximate average salary by contribution assumption: employee only about $94,200 at 4% or $62,800 at 6%; with 50% employer match about $62,800 at 4% or $41,867 at 6%; with 100% employer match about $47,100 at 4% or $31,400 at 6%.
Victory Wealth Management Inc. Retirement Plan-3$19,519$11,304$3,768iApproximate average salary by contribution assumption: employee only about $94,200 at 4% or $62,800 at 6%; with 50% employer match about $62,800 at 4% or $41,867 at 6%; with 100% employer match about $47,100 at 4% or $31,400 at 6%.
201214$15,315$12,160$3,040iApproximate average salary by contribution assumption: employee only about $76,000 at 4% or $50,667 at 6%; with 50% employer match about $50,667 at 4% or $33,778 at 6%; with 100% employer match about $38,000 at 4% or $25,333 at 6%.
Victory Wealth Management Inc. Retirement Plan-4$15,315$12,160$3,040iApproximate average salary by contribution assumption: employee only about $76,000 at 4% or $50,667 at 6%; with 50% employer match about $50,667 at 4% or $33,778 at 6%; with 100% employer match about $38,000 at 4% or $25,333 at 6%.
201114$2,640$2,596$649iApproximate average salary by contribution assumption: employee only about $16,225 at 4% or $10,817 at 6%; with 50% employer match about $10,817 at 4% or $7,211 at 6%; with 100% employer match about $8,113 at 4% or $5,408 at 6%.
Victory Wealth Management Inc. Retirement Plan-4$2,640$2,596$649iApproximate average salary by contribution assumption: employee only about $16,225 at 4% or $10,817 at 6%; with 50% employer match about $10,817 at 4% or $7,211 at 6%; with 100% employer match about $8,113 at 4% or $5,408 at 6%.