Velis Associates Inc.
Plan context: Velis Group 401(K) Profit Sharing Plan
EIN 32-0011193 • Lindenhurst, NY • 22 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$5,552,218
2024 Contributions
$209,426
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 | 15 | $5,552,218 | $209,426 | $13,962iApproximate average salary by contribution assumption: employee only about $349,043 at 4% or $232,696 at 6%; with 50% employer match about $232,696 at 4% or $155,130 at 6%; with 100% employer match about $174,522 at 4% or $116,348 at 6%. |
| Velis Group 401(K) Profit Sharing Plan | - | 15 | $5,552,218 | $209,426 | $13,962iApproximate average salary by contribution assumption: employee only about $349,043 at 4% or $232,696 at 6%; with 50% employer match about $232,696 at 4% or $155,130 at 6%; with 100% employer match about $174,522 at 4% or $116,348 at 6%. |
| 2023 | 1 | 15 | $4,600,006 | $191,359 | $12,757iApproximate average salary by contribution assumption: employee only about $318,932 at 4% or $212,621 at 6%; with 50% employer match about $212,621 at 4% or $141,747 at 6%; with 100% employer match about $159,466 at 4% or $106,311 at 6%. |
| Velis Group 401(K) Profit Sharing Plan | - | 15 | $4,600,006 | $191,359 | $12,757iApproximate average salary by contribution assumption: employee only about $318,932 at 4% or $212,621 at 6%; with 50% employer match about $212,621 at 4% or $141,747 at 6%; with 100% employer match about $159,466 at 4% or $106,311 at 6%. |
| 2022 | 1 | 17 | $3,756,506 | $194,640 | $11,449iApproximate average salary by contribution assumption: employee only about $286,235 at 4% or $190,824 at 6%; with 50% employer match about $190,824 at 4% or $127,216 at 6%; with 100% employer match about $143,118 at 4% or $95,412 at 6%. |
| Velis Group 401(K) Profit Sharing Plan | - | 17 | $3,756,506 | $194,640 | $11,449iApproximate average salary by contribution assumption: employee only about $286,235 at 4% or $190,824 at 6%; with 50% employer match about $190,824 at 4% or $127,216 at 6%; with 100% employer match about $143,118 at 4% or $95,412 at 6%. |
| 2021 | 1 | 17 | $4,689,970 | $198,961 | $11,704iApproximate average salary by contribution assumption: employee only about $292,590 at 4% or $195,060 at 6%; with 50% employer match about $195,060 at 4% or $130,040 at 6%; with 100% employer match about $146,295 at 4% or $97,530 at 6%. |
| Velis Group 401(K) Profit Sharing Plan | - | 17 | $4,689,970 | $198,961 | $11,704iApproximate average salary by contribution assumption: employee only about $292,590 at 4% or $195,060 at 6%; with 50% employer match about $195,060 at 4% or $130,040 at 6%; with 100% employer match about $146,295 at 4% or $97,530 at 6%. |
| 2020 | 1 | 17 | $3,753,604 | $196,254 | $11,544iApproximate average salary by contribution assumption: employee only about $288,609 at 4% or $192,406 at 6%; with 50% employer match about $192,406 at 4% or $128,271 at 6%; with 100% employer match about $144,304 at 4% or $96,203 at 6%. |
| Velis Group 401(K) Profit Sharing Plan | - | 17 | $3,753,604 | $196,254 | $11,544iApproximate average salary by contribution assumption: employee only about $288,609 at 4% or $192,406 at 6%; with 50% employer match about $192,406 at 4% or $128,271 at 6%; with 100% employer match about $144,304 at 4% or $96,203 at 6%. |
| 2019 | 1 | 17 | $3,016,823 | $173,987 | $10,235iApproximate average salary by contribution assumption: employee only about $255,863 at 4% or $170,575 at 6%; with 50% employer match about $170,575 at 4% or $113,717 at 6%; with 100% employer match about $127,932 at 4% or $85,288 at 6%. |
| Velis Group 401(K) Profit Sharing Plan | - | 17 | $3,016,823 | $173,987 | $10,235iApproximate average salary by contribution assumption: employee only about $255,863 at 4% or $170,575 at 6%; with 50% employer match about $170,575 at 4% or $113,717 at 6%; with 100% employer match about $127,932 at 4% or $85,288 at 6%. |
| 2018 | 1 | 15 | $2,239,845 | $150,290 | $10,019iApproximate average salary by contribution assumption: employee only about $250,483 at 4% or $166,989 at 6%; with 50% employer match about $166,989 at 4% or $111,326 at 6%; with 100% employer match about $125,242 at 4% or $83,494 at 6%. |
| Velis Group 401(K) Profit Sharing Plan | - | 15 | $2,239,845 | $150,290 | $10,019iApproximate average salary by contribution assumption: employee only about $250,483 at 4% or $166,989 at 6%; with 50% employer match about $166,989 at 4% or $111,326 at 6%; with 100% employer match about $125,242 at 4% or $83,494 at 6%. |
| 2017 | 1 | 14 | $2,292,863 | $135,077 | $9,648iApproximate average salary by contribution assumption: employee only about $241,209 at 4% or $160,806 at 6%; with 50% employer match about $160,806 at 4% or $107,204 at 6%; with 100% employer match about $120,604 at 4% or $80,403 at 6%. |
| Velis Group 401(K) Profit Sharing Plan | - | 14 | $2,292,863 | $135,077 | $9,648iApproximate average salary by contribution assumption: employee only about $241,209 at 4% or $160,806 at 6%; with 50% employer match about $160,806 at 4% or $107,204 at 6%; with 100% employer match about $120,604 at 4% or $80,403 at 6%. |
| 2016 | 1 | 16 | $1,905,057 | $133,845 | $8,365iApproximate average salary by contribution assumption: employee only about $209,133 at 4% or $139,422 at 6%; with 50% employer match about $139,422 at 4% or $92,948 at 6%; with 100% employer match about $104,566 at 4% or $69,711 at 6%. |
| Velis Group 401(K) Profit Sharing Plan | - | 16 | $1,905,057 | $133,845 | $8,365iApproximate average salary by contribution assumption: employee only about $209,133 at 4% or $139,422 at 6%; with 50% employer match about $139,422 at 4% or $92,948 at 6%; with 100% employer match about $104,566 at 4% or $69,711 at 6%. |
| 2015 | 1 | 16 | $1,648,730 | $134,704 | $8,419iApproximate average salary by contribution assumption: employee only about $210,475 at 4% or $140,317 at 6%; with 50% employer match about $140,317 at 4% or $93,544 at 6%; with 100% employer match about $105,238 at 4% or $70,158 at 6%. |
| Velis Group 401(K) Profit Sharing Plan | - | 16 | $1,648,730 | $134,704 | $8,419iApproximate average salary by contribution assumption: employee only about $210,475 at 4% or $140,317 at 6%; with 50% employer match about $140,317 at 4% or $93,544 at 6%; with 100% employer match about $105,238 at 4% or $70,158 at 6%. |
| 2014 | 1 | 14 | $1,687,434 | $136,021 | $9,716iApproximate average salary by contribution assumption: employee only about $242,895 at 4% or $161,930 at 6%; with 50% employer match about $161,930 at 4% or $107,953 at 6%; with 100% employer match about $121,447 at 4% or $80,965 at 6%. |
| Velis Group 401(K) Profit Sharing Plan | - | 14 | $1,687,434 | $136,021 | $9,716iApproximate average salary by contribution assumption: employee only about $242,895 at 4% or $161,930 at 6%; with 50% employer match about $161,930 at 4% or $107,953 at 6%; with 100% employer match about $121,447 at 4% or $80,965 at 6%. |
| 2013 | 1 | 14 | $1,492,272 | $121,973 | $8,712iApproximate average salary by contribution assumption: employee only about $217,809 at 4% or $145,206 at 6%; with 50% employer match about $145,206 at 4% or $96,804 at 6%; with 100% employer match about $108,904 at 4% or $72,603 at 6%. |
| Velis Group 401(K) Profit Sharing Plan | - | 14 | $1,492,272 | $121,973 | $8,712iApproximate average salary by contribution assumption: employee only about $217,809 at 4% or $145,206 at 6%; with 50% employer match about $145,206 at 4% or $96,804 at 6%; with 100% employer match about $108,904 at 4% or $72,603 at 6%. |
| 2012 | 1 | 16 | $1,385,979 | $152,379 | $9,524iApproximate average salary by contribution assumption: employee only about $238,092 at 4% or $158,728 at 6%; with 50% employer match about $158,728 at 4% or $105,819 at 6%; with 100% employer match about $119,046 at 4% or $79,364 at 6%. |
| Velis Group 401(K) Profit Sharing Plan | - | 16 | $1,385,979 | $152,379 | $9,524iApproximate average salary by contribution assumption: employee only about $238,092 at 4% or $158,728 at 6%; with 50% employer match about $158,728 at 4% or $105,819 at 6%; with 100% employer match about $119,046 at 4% or $79,364 at 6%. |
| 2011 | 1 | 16 | $1,131,672 | $141,153 | $8,822iApproximate average salary by contribution assumption: employee only about $220,552 at 4% or $147,034 at 6%; with 50% employer match about $147,034 at 4% or $98,023 at 6%; with 100% employer match about $110,276 at 4% or $73,517 at 6%. |
| Velis Group 401(K) Profit Sharing Plan | - | 16 | $1,131,672 | $141,153 | $8,822iApproximate average salary by contribution assumption: employee only about $220,552 at 4% or $147,034 at 6%; with 50% employer match about $147,034 at 4% or $98,023 at 6%; with 100% employer match about $110,276 at 4% or $73,517 at 6%. |
| 2010 | 1 | 16 | $1,082,778 | $147,515 | $9,220iApproximate average salary by contribution assumption: employee only about $230,492 at 4% or $153,661 at 6%; with 50% employer match about $153,661 at 4% or $102,441 at 6%; with 100% employer match about $115,246 at 4% or $76,831 at 6%. |
| Velis Group 401(K) Profit Sharing Plan | - | 16 | $1,082,778 | $147,515 | $9,220iApproximate average salary by contribution assumption: employee only about $230,492 at 4% or $153,661 at 6%; with 50% employer match about $153,661 at 4% or $102,441 at 6%; with 100% employer match about $115,246 at 4% or $76,831 at 6%. |
| 2009 | 1 | 17 | $860,907 | $147,176 | $8,657iApproximate average salary by contribution assumption: employee only about $216,435 at 4% or $144,290 at 6%; with 50% employer match about $144,290 at 4% or $96,193 at 6%; with 100% employer match about $108,218 at 4% or $72,145 at 6%. |
| Velis Group 401(K) Profit Sharing Plan | - | 17 | $860,907 | $147,176 | $8,657iApproximate average salary by contribution assumption: employee only about $216,435 at 4% or $144,290 at 6%; with 50% employer match about $144,290 at 4% or $96,193 at 6%; with 100% employer match about $108,218 at 4% or $72,145 at 6%. |
| 2008 | 1 | 36 | $568,637 | $132,308 | $3,675iApproximate average salary by contribution assumption: employee only about $91,881 at 4% or $61,254 at 6%; with 50% employer match about $61,254 at 4% or $40,836 at 6%; with 100% employer match about $45,940 at 4% or $30,627 at 6%. |
| Velis Group 401(K) Profit Sharing Plan | - | 36 | $568,637 | $132,308 | $3,675iApproximate average salary by contribution assumption: employee only about $91,881 at 4% or $61,254 at 6%; with 50% employer match about $61,254 at 4% or $40,836 at 6%; with 100% employer match about $45,940 at 4% or $30,627 at 6%. |
| 2007 | 1 | 43 | $0 | $0 | - |
| Velis Group 401(K) Profit Sharing Plan | - | 43 | - | - | - |
| 2006 | 1 | 44 | $546,025 | $236,560 | $5,376iApproximate average salary by contribution assumption: employee only about $134,409 at 4% or $89,606 at 6%; with 50% employer match about $89,606 at 4% or $59,737 at 6%; with 100% employer match about $67,205 at 4% or $44,803 at 6%. |
| Velis Group 401(K) Profit Sharing Plan | - | 44 | $546,025 | $236,560 | $5,376iApproximate average salary by contribution assumption: employee only about $134,409 at 4% or $89,606 at 6%; with 50% employer match about $89,606 at 4% or $59,737 at 6%; with 100% employer match about $67,205 at 4% or $44,803 at 6%. |
| 2005 | 1 | 44 | $266,050 | $102,598 | $2,332iApproximate average salary by contribution assumption: employee only about $58,294 at 4% or $38,863 at 6%; with 50% employer match about $38,863 at 4% or $25,909 at 6%; with 100% employer match about $29,147 at 4% or $19,431 at 6%. |
| Velis Group 401(K) Profit Sharing Plan | - | 44 | $266,050 | $102,598 | $2,332iApproximate average salary by contribution assumption: employee only about $58,294 at 4% or $38,863 at 6%; with 50% employer match about $38,863 at 4% or $25,909 at 6%; with 100% employer match about $29,147 at 4% or $19,431 at 6%. |
| 2004 | 1 | 32 | $180,318 | $82,171 | $2,568iApproximate average salary by contribution assumption: employee only about $64,196 at 4% or $42,797 at 6%; with 50% employer match about $42,797 at 4% or $28,532 at 6%; with 100% employer match about $32,098 at 4% or $21,399 at 6%. |
| Velis Group 401(K) Profit Sharing Plan | - | 32 | $180,318 | $82,171 | $2,568iApproximate average salary by contribution assumption: employee only about $64,196 at 4% or $42,797 at 6%; with 50% employer match about $42,797 at 4% or $28,532 at 6%; with 100% employer match about $32,098 at 4% or $21,399 at 6%. |
| 2003 | 1 | 36 | $80,369 | $68,017 | $1,889iApproximate average salary by contribution assumption: employee only about $47,234 at 4% or $31,489 at 6%; with 50% employer match about $31,489 at 4% or $20,993 at 6%; with 100% employer match about $23,617 at 4% or $15,745 at 6%. |
| Velis Group 401(K) Profit Sharing Plan | - | 36 | $80,369 | $68,017 | $1,889iApproximate average salary by contribution assumption: employee only about $47,234 at 4% or $31,489 at 6%; with 50% employer match about $31,489 at 4% or $20,993 at 6%; with 100% employer match about $23,617 at 4% or $15,745 at 6%. |