Civic Intelligence

Valley Forge Financial Group Inc.

Plan context: Valley Forge Financial Group Inc. 401K Plan

EIN 23-1933104 • Audubon, PA • 30 filings • 5 plans

2500 Monroe BlvdAudubon, PA 19403
Current Snapshot

Latest Year

2024

2024 Participants

52

2024 Assets

$14,990,147

2024 Contributions

$1,091,119

Historical Graphs

Total Assets Over Time

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

$14,990,147$7,495,074$0199920132024YearValue
$14,990,147Latest year 2024

Participants Over Time

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

69350199920122024YearValue
52Latest 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
2024152$14,990,147$1,091,119$20,983iApproximate average salary by contribution assumption: employee only about $524,576 at 4% or $349,718 at 6%; with 50% employer match about $349,718 at 4% or $233,145 at 6%; with 100% employer match about $262,288 at 4% or $174,859 at 6%.
Valley Forge Financial Group Inc. 401K Plan-52$14,990,147$1,091,119$20,983iApproximate average salary by contribution assumption: employee only about $524,576 at 4% or $349,718 at 6%; with 50% employer match about $349,718 at 4% or $233,145 at 6%; with 100% employer match about $262,288 at 4% or $174,859 at 6%.
2023164$14,730,450$608,644$9,510iApproximate average salary by contribution assumption: employee only about $237,752 at 4% or $158,501 at 6%; with 50% employer match about $158,501 at 4% or $105,667 at 6%; with 100% employer match about $118,876 at 4% or $79,251 at 6%.
Valley Forge Financial Group Inc. 401K Plan-64$14,730,450$608,644$9,510iApproximate average salary by contribution assumption: employee only about $237,752 at 4% or $158,501 at 6%; with 50% employer match about $158,501 at 4% or $105,667 at 6%; with 100% employer match about $118,876 at 4% or $79,251 at 6%.
2022157$12,240,052$758,287$13,303iApproximate average salary by contribution assumption: employee only about $332,582 at 4% or $221,721 at 6%; with 50% employer match about $221,721 at 4% or $147,814 at 6%; with 100% employer match about $166,291 at 4% or $110,861 at 6%.
Valley Forge Financial Group Inc. 401K Plan-57$12,240,052$758,287$13,303iApproximate average salary by contribution assumption: employee only about $332,582 at 4% or $221,721 at 6%; with 50% employer match about $221,721 at 4% or $147,814 at 6%; with 100% employer match about $166,291 at 4% or $110,861 at 6%.
2021159$14,190,491$749,249$12,699iApproximate average salary by contribution assumption: employee only about $317,478 at 4% or $211,652 at 6%; with 50% employer match about $211,652 at 4% or $141,102 at 6%; with 100% employer match about $158,739 at 4% or $105,826 at 6%.
Valley Forge Financial Group Inc. 401K Plan-59$14,190,491$749,249$12,699iApproximate average salary by contribution assumption: employee only about $317,478 at 4% or $211,652 at 6%; with 50% employer match about $211,652 at 4% or $141,102 at 6%; with 100% employer match about $158,739 at 4% or $105,826 at 6%.
2020163$11,980,509$448,624$7,121iApproximate average salary by contribution assumption: employee only about $178,025 at 4% or $118,684 at 6%; with 50% employer match about $118,684 at 4% or $79,122 at 6%; with 100% employer match about $89,013 at 4% or $59,342 at 6%.
Valley Forge Financial Group Inc. 401K Plan-63$11,980,509$448,624$7,121iApproximate average salary by contribution assumption: employee only about $178,025 at 4% or $118,684 at 6%; with 50% employer match about $118,684 at 4% or $79,122 at 6%; with 100% employer match about $89,013 at 4% or $59,342 at 6%.
2019161$9,930,151$514,021$8,427iApproximate average salary by contribution assumption: employee only about $210,664 at 4% or $140,443 at 6%; with 50% employer match about $140,443 at 4% or $93,629 at 6%; with 100% employer match about $105,332 at 4% or $70,221 at 6%.
Valley Forge Financial Group Inc. 401K Plan-61$9,930,151$514,021$8,427iApproximate average salary by contribution assumption: employee only about $210,664 at 4% or $140,443 at 6%; with 50% employer match about $140,443 at 4% or $93,629 at 6%; with 100% employer match about $105,332 at 4% or $70,221 at 6%.
2018158$8,782,561$529,182$9,124iApproximate average salary by contribution assumption: employee only about $228,096 at 4% or $152,064 at 6%; with 50% employer match about $152,064 at 4% or $101,376 at 6%; with 100% employer match about $114,048 at 4% or $76,032 at 6%.
Valley Forge Financial Group Inc. 401K Plan-58$8,782,561$529,182$9,124iApproximate average salary by contribution assumption: employee only about $228,096 at 4% or $152,064 at 6%; with 50% employer match about $152,064 at 4% or $101,376 at 6%; with 100% employer match about $114,048 at 4% or $76,032 at 6%.
2017154$9,002,414$477,797$8,848iApproximate average salary by contribution assumption: employee only about $221,202 at 4% or $147,468 at 6%; with 50% employer match about $147,468 at 4% or $98,312 at 6%; with 100% employer match about $110,601 at 4% or $73,734 at 6%.
Valley Forge Financial Group Inc. 401K Plan-54$9,002,414$477,797$8,848iApproximate average salary by contribution assumption: employee only about $221,202 at 4% or $147,468 at 6%; with 50% employer match about $147,468 at 4% or $98,312 at 6%; with 100% employer match about $110,601 at 4% or $73,734 at 6%.
2016147$7,744,738$471,648$10,035iApproximate average salary by contribution assumption: employee only about $250,877 at 4% or $167,251 at 6%; with 50% employer match about $167,251 at 4% or $111,501 at 6%; with 100% employer match about $125,438 at 4% or $83,626 at 6%.
Valley Forge Financial Group Inc. 401K Plan-47$7,744,738$471,648$10,035iApproximate average salary by contribution assumption: employee only about $250,877 at 4% or $167,251 at 6%; with 50% employer match about $167,251 at 4% or $111,501 at 6%; with 100% employer match about $125,438 at 4% or $83,626 at 6%.
2015145$6,808,399$457,137$10,159iApproximate average salary by contribution assumption: employee only about $253,965 at 4% or $169,310 at 6%; with 50% employer match about $169,310 at 4% or $112,873 at 6%; with 100% employer match about $126,983 at 4% or $84,655 at 6%.
Valley Forge Financial Group Inc. 401K Plan-45$6,808,399$457,137$10,159iApproximate average salary by contribution assumption: employee only about $253,965 at 4% or $169,310 at 6%; with 50% employer match about $169,310 at 4% or $112,873 at 6%; with 100% employer match about $126,983 at 4% or $84,655 at 6%.
2014143$6,616,823$438,698$10,202iApproximate average salary by contribution assumption: employee only about $255,057 at 4% or $170,038 at 6%; with 50% employer match about $170,038 at 4% or $113,359 at 6%; with 100% employer match about $127,528 at 4% or $85,019 at 6%.
Valley Forge Financial Group Inc. 401K Plan-43$6,616,823$438,698$10,202iApproximate average salary by contribution assumption: employee only about $255,057 at 4% or $170,038 at 6%; with 50% employer match about $170,038 at 4% or $113,359 at 6%; with 100% employer match about $127,528 at 4% or $85,019 at 6%.
2013148$5,961,796$433,297$9,027iApproximate average salary by contribution assumption: employee only about $225,676 at 4% or $150,450 at 6%; with 50% employer match about $150,450 at 4% or $100,300 at 6%; with 100% employer match about $112,838 at 4% or $75,225 at 6%.
Valley Forge Financial Group Inc. 401K Plan-48$5,961,796$433,297$9,027iApproximate average salary by contribution assumption: employee only about $225,676 at 4% or $150,450 at 6%; with 50% employer match about $150,450 at 4% or $100,300 at 6%; with 100% employer match about $112,838 at 4% or $75,225 at 6%.
2012148$4,852,319$326,704$6,806iApproximate average salary by contribution assumption: employee only about $170,158 at 4% or $113,439 at 6%; with 50% employer match about $113,439 at 4% or $75,626 at 6%; with 100% employer match about $85,079 at 4% or $56,719 at 6%.
Valley Forge Financial Group Inc. 401K Plan-48$4,852,319$326,704$6,806iApproximate average salary by contribution assumption: employee only about $170,158 at 4% or $113,439 at 6%; with 50% employer match about $113,439 at 4% or $75,626 at 6%; with 100% employer match about $85,079 at 4% or $56,719 at 6%.
2011169$4,392,981$434,832$6,302iApproximate average salary by contribution assumption: employee only about $157,548 at 4% or $105,032 at 6%; with 50% employer match about $105,032 at 4% or $70,021 at 6%; with 100% employer match about $78,774 at 4% or $52,516 at 6%.
Valley Forge Financial Group Inc. 401K Plan-69$4,392,981$434,832$6,302iApproximate average salary by contribution assumption: employee only about $157,548 at 4% or $105,032 at 6%; with 50% employer match about $105,032 at 4% or $70,021 at 6%; with 100% employer match about $78,774 at 4% or $52,516 at 6%.
2010169$5,269,927$376,448$5,456iApproximate average salary by contribution assumption: employee only about $136,394 at 4% or $90,929 at 6%; with 50% employer match about $90,929 at 4% or $60,620 at 6%; with 100% employer match about $68,197 at 4% or $45,465 at 6%.
Valley Forge Financial Group Inc. 401K Plan-69$5,269,927$376,448$5,456iApproximate average salary by contribution assumption: employee only about $136,394 at 4% or $90,929 at 6%; with 50% employer match about $90,929 at 4% or $60,620 at 6%; with 100% employer match about $68,197 at 4% or $45,465 at 6%.
2009166$4,558,997$321,175$4,866iApproximate average salary by contribution assumption: employee only about $121,657 at 4% or $81,105 at 6%; with 50% employer match about $81,105 at 4% or $54,070 at 6%; with 100% employer match about $60,829 at 4% or $40,552 at 6%.
Valley Forge Financial Group Inc. 401K Plan-66$4,558,997$321,175$4,866iApproximate average salary by contribution assumption: employee only about $121,657 at 4% or $81,105 at 6%; with 50% employer match about $81,105 at 4% or $54,070 at 6%; with 100% employer match about $60,829 at 4% or $40,552 at 6%.
2008160$0$0-
Valley Forge Financial Group Inc. 401K Plan-60---
2007151$0$0-
Valley Forge Financial Group Inc. 401K Plan-51---
2006149$3,832,238$554,809$11,323iApproximate average salary by contribution assumption: employee only about $283,066 at 4% or $188,711 at 6%; with 50% employer match about $188,711 at 4% or $125,807 at 6%; with 100% employer match about $141,533 at 4% or $94,355 at 6%.
Valley Forge Financial Group Inc. 401K Plan-49$3,832,238$554,809$11,323iApproximate average salary by contribution assumption: employee only about $283,066 at 4% or $188,711 at 6%; with 50% employer match about $188,711 at 4% or $125,807 at 6%; with 100% employer match about $141,533 at 4% or $94,355 at 6%.
2005152$2,840,894$332,128$6,387iApproximate average salary by contribution assumption: employee only about $159,677 at 4% or $106,451 at 6%; with 50% employer match about $106,451 at 4% or $70,968 at 6%; with 100% employer match about $79,838 at 4% or $53,226 at 6%.
Matthew P. Patterson, D.M.D. 401K Plan-52$2,840,894$332,128$6,387iApproximate average salary by contribution assumption: employee only about $159,677 at 4% or $106,451 at 6%; with 50% employer match about $106,451 at 4% or $70,968 at 6%; with 100% employer match about $79,838 at 4% or $53,226 at 6%.
2004232$2,216,115$183,546$5,736iApproximate average salary by contribution assumption: employee only about $143,395 at 4% or $95,597 at 6%; with 50% employer match about $95,597 at 4% or $63,731 at 6%; with 100% employer match about $71,698 at 4% or $47,798 at 6%.
Valley Forge Financial Group Inc. 401K Plan-32$2,216,115$183,546$5,736iApproximate average salary by contribution assumption: employee only about $143,395 at 4% or $95,597 at 6%; with 50% employer match about $95,597 at 4% or $63,731 at 6%; with 100% employer match about $71,698 at 4% or $47,798 at 6%.
VALLEY FORGE FINANCIAL GROUP, INC. CAFETERIA PLAN-0---
2003233$1,842,113$163,868$4,966iApproximate average salary by contribution assumption: employee only about $124,142 at 4% or $82,762 at 6%; with 50% employer match about $82,762 at 4% or $55,174 at 6%; with 100% employer match about $62,071 at 4% or $41,381 at 6%.
Valley Forge Financial Group Inc. 401K Plan-33$1,842,113$163,868$4,966iApproximate average salary by contribution assumption: employee only about $124,142 at 4% or $82,762 at 6%; with 50% employer match about $82,762 at 4% or $55,174 at 6%; with 100% employer match about $62,071 at 4% or $41,381 at 6%.
VALLEY FORGE FINANCIAL GROUP, INC. CAFETERIA PLAN-0---
2002234$1,295,407$152,705$4,491iApproximate average salary by contribution assumption: employee only about $112,283 at 4% or $74,855 at 6%; with 50% employer match about $74,855 at 4% or $49,904 at 6%; with 100% employer match about $56,142 at 4% or $37,428 at 6%.
Valley Forge Financial Group Inc. 401K Plan-34$1,295,407$152,705$4,491iApproximate average salary by contribution assumption: employee only about $112,283 at 4% or $74,855 at 6%; with 50% employer match about $74,855 at 4% or $49,904 at 6%; with 100% employer match about $56,142 at 4% or $37,428 at 6%.
VALLEY FORGE FINANCIAL CAFETERIA PLAN-0---
2001134$0$0-
Valley Forge Financial Group Inc. 401K Plan-34---
2000133$1,441,591$77,230$2,340iApproximate average salary by contribution assumption: employee only about $58,508 at 4% or $39,005 at 6%; with 50% employer match about $39,005 at 4% or $26,003 at 6%; with 100% employer match about $29,254 at 4% or $19,503 at 6%.
Valley Forge Financial Group Inc. 401K Plan-33$1,441,591$77,230$2,340iApproximate average salary by contribution assumption: employee only about $58,508 at 4% or $39,005 at 6%; with 50% employer match about $39,005 at 4% or $26,003 at 6%; with 100% employer match about $29,254 at 4% or $19,503 at 6%.
1999230$1,420,040$143,552$4,785iApproximate average salary by contribution assumption: employee only about $119,627 at 4% or $79,751 at 6%; with 50% employer match about $79,751 at 4% or $53,167 at 6%; with 100% employer match about $59,813 at 4% or $39,876 at 6%.
Valley Forge Financial Group Inc. 401K Plan-30$1,405,588$130,253$4,342iApproximate average salary by contribution assumption: employee only about $108,544 at 4% or $72,363 at 6%; with 50% employer match about $72,363 at 4% or $48,242 at 6%; with 100% employer match about $54,272 at 4% or $36,181 at 6%.
Matthew P. Patterson, D.M.D. 401K Plan-9$14,452$13,299$1,478iApproximate average salary by contribution assumption: employee only about $36,942 at 4% or $24,628 at 6%; with 50% employer match about $24,628 at 4% or $16,419 at 6%; with 100% employer match about $18,471 at 4% or $12,314 at 6%.