Civic Intelligence

Frank P. Vella, Jr. PC.

Plan context: VELLA & LUND, P. C . 401(K) PROFIT SHARING PLAN

EIN 36-2851218 • Rockford, IL • 26 filings • 6 plans

401 West State StreetSuite 300Rockford, IL 61101
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$5,540,039

2024 Contributions

$112,840

Historical Graphs

Total Assets Over Time

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

$10,173,004$5,086,502$0199920122024YearValue
$5,540,039Latest year 2024

Participants Over Time

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

1680199920122024YearValue
12Latest 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
2024112$5,540,039$112,840$9,403iApproximate average salary by contribution assumption: employee only about $235,083 at 4% or $156,722 at 6%; with 50% employer match about $156,722 at 4% or $104,481 at 6%; with 100% employer match about $117,542 at 4% or $78,361 at 6%.
VELLA & LUND, P. C . 401(K) PROFIT SHARING PLAN-12$5,540,039$112,840$9,403iApproximate average salary by contribution assumption: employee only about $235,083 at 4% or $156,722 at 6%; with 50% employer match about $156,722 at 4% or $104,481 at 6%; with 100% employer match about $117,542 at 4% or $78,361 at 6%.
2023112$4,765,245$140,506$11,709iApproximate average salary by contribution assumption: employee only about $292,721 at 4% or $195,147 at 6%; with 50% employer match about $195,147 at 4% or $130,098 at 6%; with 100% employer match about $146,360 at 4% or $97,574 at 6%.
VELLA & LUND, P. C . 401(K) PROFIT SHARING PLAN-12$4,765,245$140,506$11,709iApproximate average salary by contribution assumption: employee only about $292,721 at 4% or $195,147 at 6%; with 50% employer match about $195,147 at 4% or $130,098 at 6%; with 100% employer match about $146,360 at 4% or $97,574 at 6%.
2022113$6,612,699$85,130$6,548iApproximate average salary by contribution assumption: employee only about $163,712 at 4% or $109,141 at 6%; with 50% employer match about $109,141 at 4% or $72,761 at 6%; with 100% employer match about $81,856 at 4% or $54,571 at 6%.
VELLA & LUND, P. C . 401(K) PROFIT SHARING PLAN-13$6,612,699$85,130$6,548iApproximate average salary by contribution assumption: employee only about $163,712 at 4% or $109,141 at 6%; with 50% employer match about $109,141 at 4% or $72,761 at 6%; with 100% employer match about $81,856 at 4% or $54,571 at 6%.
2021110$10,173,004$114,069$11,407iApproximate average salary by contribution assumption: employee only about $285,173 at 4% or $190,115 at 6%; with 50% employer match about $190,115 at 4% or $126,743 at 6%; with 100% employer match about $142,586 at 4% or $95,058 at 6%.
VELLA & LUND, P. C . 401(K) PROFIT SHARING PLAN-10$10,173,004$114,069$11,407iApproximate average salary by contribution assumption: employee only about $285,173 at 4% or $190,115 at 6%; with 50% employer match about $190,115 at 4% or $126,743 at 6%; with 100% employer match about $142,586 at 4% or $95,058 at 6%.
2020112$9,972,650$110,398$9,200iApproximate average salary by contribution assumption: employee only about $229,996 at 4% or $153,331 at 6%; with 50% employer match about $153,331 at 4% or $102,220 at 6%; with 100% employer match about $114,998 at 4% or $76,665 at 6%.
VELLA & LUND, P. C . 401(K) PROFIT SHARING PLAN-12$9,972,650$110,398$9,200iApproximate average salary by contribution assumption: employee only about $229,996 at 4% or $153,331 at 6%; with 50% employer match about $153,331 at 4% or $102,220 at 6%; with 100% employer match about $114,998 at 4% or $76,665 at 6%.
2019110$9,175,385$120,105$12,011iApproximate average salary by contribution assumption: employee only about $300,263 at 4% or $200,175 at 6%; with 50% employer match about $200,175 at 4% or $133,450 at 6%; with 100% employer match about $150,131 at 4% or $100,088 at 6%.
VELLA & LUND, P. C . 401(K) PROFIT SHARING PLAN-10$9,175,385$120,105$12,011iApproximate average salary by contribution assumption: employee only about $300,263 at 4% or $200,175 at 6%; with 50% employer match about $200,175 at 4% or $133,450 at 6%; with 100% employer match about $150,131 at 4% or $100,088 at 6%.
2018111$7,916,261$84,575$7,689iApproximate average salary by contribution assumption: employee only about $192,216 at 4% or $128,144 at 6%; with 50% employer match about $128,144 at 4% or $85,429 at 6%; with 100% employer match about $96,108 at 4% or $64,072 at 6%.
VELLA & LUND, P. C . 401(K) PROFIT SHARING PLAN-11$7,916,261$84,575$7,689iApproximate average salary by contribution assumption: employee only about $192,216 at 4% or $128,144 at 6%; with 50% employer match about $128,144 at 4% or $85,429 at 6%; with 100% employer match about $96,108 at 4% or $64,072 at 6%.
2017112$8,539,405$161,113$13,426iApproximate average salary by contribution assumption: employee only about $335,652 at 4% or $223,768 at 6%; with 50% employer match about $223,768 at 4% or $149,179 at 6%; with 100% employer match about $167,826 at 4% or $111,884 at 6%.
VELLA & LUND, P. C . 401(K) PROFIT SHARING PLAN-12$8,539,405$161,113$13,426iApproximate average salary by contribution assumption: employee only about $335,652 at 4% or $223,768 at 6%; with 50% employer match about $223,768 at 4% or $149,179 at 6%; with 100% employer match about $167,826 at 4% or $111,884 at 6%.
2016112$7,415,721$160,904$13,409iApproximate average salary by contribution assumption: employee only about $335,217 at 4% or $223,478 at 6%; with 50% employer match about $223,478 at 4% or $148,985 at 6%; with 100% employer match about $167,608 at 4% or $111,739 at 6%.
VELLA & LUND, P. C . 401(K) PROFIT SHARING PLAN-12$7,415,721$160,904$13,409iApproximate average salary by contribution assumption: employee only about $335,217 at 4% or $223,478 at 6%; with 50% employer match about $223,478 at 4% or $148,985 at 6%; with 100% employer match about $167,608 at 4% or $111,739 at 6%.
2015112$6,713,800$202,972$16,914iApproximate average salary by contribution assumption: employee only about $422,858 at 4% or $281,906 at 6%; with 50% employer match about $281,906 at 4% or $187,937 at 6%; with 100% employer match about $211,429 at 4% or $140,953 at 6%.
VELLA & LUND, P. C . 401(K) PROFIT SHARING PLAN-12$6,713,800$202,972$16,914iApproximate average salary by contribution assumption: employee only about $422,858 at 4% or $281,906 at 6%; with 50% employer match about $281,906 at 4% or $187,937 at 6%; with 100% employer match about $211,429 at 4% or $140,953 at 6%.
2014112$6,935,605$154,165$12,847iApproximate average salary by contribution assumption: employee only about $321,177 at 4% or $214,118 at 6%; with 50% employer match about $214,118 at 4% or $142,745 at 6%; with 100% employer match about $160,589 at 4% or $107,059 at 6%.
VELLA & LUND, PC 401(K) PROFIT SHARING PLAN-12$6,935,605$154,165$12,847iApproximate average salary by contribution assumption: employee only about $321,177 at 4% or $214,118 at 6%; with 50% employer match about $214,118 at 4% or $142,745 at 6%; with 100% employer match about $160,589 at 4% or $107,059 at 6%.
2013112$6,584,066$154,479$12,873iApproximate average salary by contribution assumption: employee only about $321,831 at 4% or $214,554 at 6%; with 50% employer match about $214,554 at 4% or $143,036 at 6%; with 100% employer match about $160,916 at 4% or $107,277 at 6%.
VELLA & LUND, PC 401(K) PROFIT SHARING PLAN-12$6,584,066$154,479$12,873iApproximate average salary by contribution assumption: employee only about $321,831 at 4% or $214,554 at 6%; with 50% employer match about $214,554 at 4% or $143,036 at 6%; with 100% employer match about $160,916 at 4% or $107,277 at 6%.
2012113$5,334,827$189,934$14,610iApproximate average salary by contribution assumption: employee only about $365,258 at 4% or $243,505 at 6%; with 50% employer match about $243,505 at 4% or $162,337 at 6%; with 100% employer match about $182,629 at 4% or $121,753 at 6%.
VELLA & LUND, PC 401(K) PROFIT SHARING PLAN-13$5,334,827$189,934$14,610iApproximate average salary by contribution assumption: employee only about $365,258 at 4% or $243,505 at 6%; with 50% employer match about $243,505 at 4% or $162,337 at 6%; with 100% employer match about $182,629 at 4% or $121,753 at 6%.
2011113$4,582,131$99,943$7,688iApproximate average salary by contribution assumption: employee only about $192,198 at 4% or $128,132 at 6%; with 50% employer match about $128,132 at 4% or $85,421 at 6%; with 100% employer match about $96,099 at 4% or $64,066 at 6%.
VELLA & LUND, PC 401(K) PROFIT SHARING PLAN-13$4,582,131$99,943$7,688iApproximate average salary by contribution assumption: employee only about $192,198 at 4% or $128,132 at 6%; with 50% employer match about $128,132 at 4% or $85,421 at 6%; with 100% employer match about $96,099 at 4% or $64,066 at 6%.
2010113$4,821,638$143,999$11,077iApproximate average salary by contribution assumption: employee only about $276,921 at 4% or $184,614 at 6%; with 50% employer match about $184,614 at 4% or $123,076 at 6%; with 100% employer match about $138,461 at 4% or $92,307 at 6%.
VELLA & LUND, PC 401(K) PROFIT SHARING PLAN-13$4,821,638$143,999$11,077iApproximate average salary by contribution assumption: employee only about $276,921 at 4% or $184,614 at 6%; with 50% employer match about $184,614 at 4% or $123,076 at 6%; with 100% employer match about $138,461 at 4% or $92,307 at 6%.
2009112$4,098,395$150,682$12,557iApproximate average salary by contribution assumption: employee only about $313,921 at 4% or $209,281 at 6%; with 50% employer match about $209,281 at 4% or $139,520 at 6%; with 100% employer match about $156,960 at 4% or $104,640 at 6%.
VELLA & LUND, PC 401(K) PROFIT SHARING PLAN-12$4,098,395$150,682$12,557iApproximate average salary by contribution assumption: employee only about $313,921 at 4% or $209,281 at 6%; with 50% employer match about $209,281 at 4% or $139,520 at 6%; with 100% employer match about $156,960 at 4% or $104,640 at 6%.
2008112$0$30,939$2,578iApproximate average salary by contribution assumption: employee only about $64,456 at 4% or $42,971 at 6%; with 50% employer match about $42,971 at 4% or $28,647 at 6%; with 100% employer match about $32,228 at 4% or $21,485 at 6%.
VELLA & LUND, PC 401K PROFIT SHARING PLAN-12-$30,939$2,578iApproximate average salary by contribution assumption: employee only about $64,456 at 4% or $42,971 at 6%; with 50% employer match about $42,971 at 4% or $28,647 at 6%; with 100% employer match about $32,228 at 4% or $21,485 at 6%.
2007113$4,409,365$155,859$11,989iApproximate average salary by contribution assumption: employee only about $299,729 at 4% or $199,819 at 6%; with 50% employer match about $199,819 at 4% or $133,213 at 6%; with 100% employer match about $149,864 at 4% or $99,910 at 6%.
VELLA & LUND, PC 401K PROFIT SHARING PLAN-13$4,409,365$155,859$11,989iApproximate average salary by contribution assumption: employee only about $299,729 at 4% or $199,819 at 6%; with 50% employer match about $199,819 at 4% or $133,213 at 6%; with 100% employer match about $149,864 at 4% or $99,910 at 6%.
2006114$3,928,226$130,880$9,349iApproximate average salary by contribution assumption: employee only about $233,714 at 4% or $155,810 at 6%; with 50% employer match about $155,810 at 4% or $103,873 at 6%; with 100% employer match about $116,857 at 4% or $77,905 at 6%.
VELLA & LUND, PC 401K PROFIT SHARING PLAN-14$3,928,226$130,880$9,349iApproximate average salary by contribution assumption: employee only about $233,714 at 4% or $155,810 at 6%; with 50% employer match about $155,810 at 4% or $103,873 at 6%; with 100% employer match about $116,857 at 4% or $77,905 at 6%.
2005115$3,104,768$145,540$9,703iApproximate average salary by contribution assumption: employee only about $242,567 at 4% or $161,711 at 6%; with 50% employer match about $161,711 at 4% or $107,807 at 6%; with 100% employer match about $121,283 at 4% or $80,856 at 6%.
VELLA & LUND, PC 401K PROFIT SHARING PLAN-15$3,104,768$145,540$9,703iApproximate average salary by contribution assumption: employee only about $242,567 at 4% or $161,711 at 6%; with 50% employer match about $161,711 at 4% or $107,807 at 6%; with 100% employer match about $121,283 at 4% or $80,856 at 6%.
2004115$2,714,239$170,203$11,347iApproximate average salary by contribution assumption: employee only about $283,672 at 4% or $189,114 at 6%; with 50% employer match about $189,114 at 4% or $126,076 at 6%; with 100% employer match about $141,836 at 4% or $94,557 at 6%.
VELLA & LUND, PC 401K PROFIT SHARING PLAN-15$2,714,239$170,203$11,347iApproximate average salary by contribution assumption: employee only about $283,672 at 4% or $189,114 at 6%; with 50% employer match about $189,114 at 4% or $126,076 at 6%; with 100% employer match about $141,836 at 4% or $94,557 at 6%.
2003116$2,311,560$82,846$5,178iApproximate average salary by contribution assumption: employee only about $129,447 at 4% or $86,298 at 6%; with 50% employer match about $86,298 at 4% or $57,532 at 6%; with 100% employer match about $64,723 at 4% or $43,149 at 6%.
FRANK P. VELLA, JR. P.C. 401K PROFIT SHARING PLAN-16$2,311,560$82,846$5,178iApproximate average salary by contribution assumption: employee only about $129,447 at 4% or $86,298 at 6%; with 50% employer match about $86,298 at 4% or $57,532 at 6%; with 100% employer match about $64,723 at 4% or $43,149 at 6%.
2002111$1,955,281$68,075$6,189iApproximate average salary by contribution assumption: employee only about $154,716 at 4% or $103,144 at 6%; with 50% employer match about $103,144 at 4% or $68,763 at 6%; with 100% employer match about $77,358 at 4% or $51,572 at 6%.
FRANK P. VELLA, JR. P.C. 401K PROFIT SHARING PLAN-11$1,955,281$68,075$6,189iApproximate average salary by contribution assumption: employee only about $154,716 at 4% or $103,144 at 6%; with 50% employer match about $103,144 at 4% or $68,763 at 6%; with 100% employer match about $77,358 at 4% or $51,572 at 6%.
2001111$2,297,962$101,645$9,240iApproximate average salary by contribution assumption: employee only about $231,011 at 4% or $154,008 at 6%; with 50% employer match about $154,008 at 4% or $102,672 at 6%; with 100% employer match about $115,506 at 4% or $77,004 at 6%.
FRANK P. VELLA, JR., P.C. PROFIT SHARING PLAN-11$2,297,962$101,645$9,240iApproximate average salary by contribution assumption: employee only about $231,011 at 4% or $154,008 at 6%; with 50% employer match about $154,008 at 4% or $102,672 at 6%; with 100% employer match about $115,506 at 4% or $77,004 at 6%.
2000110$2,764,035$62,173$6,217iApproximate average salary by contribution assumption: employee only about $155,433 at 4% or $103,622 at 6%; with 50% employer match about $103,622 at 4% or $69,081 at 6%; with 100% employer match about $77,716 at 4% or $51,811 at 6%.
Frank P. Vella, Jr. PC. Profit Sharing Plan-10$2,764,035$62,173$6,217iApproximate average salary by contribution assumption: employee only about $155,433 at 4% or $103,622 at 6%; with 50% employer match about $103,622 at 4% or $69,081 at 6%; with 100% employer match about $77,716 at 4% or $51,811 at 6%.
1999110$3,057,899$58,884$5,888iApproximate average salary by contribution assumption: employee only about $147,210 at 4% or $98,140 at 6%; with 50% employer match about $98,140 at 4% or $65,427 at 6%; with 100% employer match about $73,605 at 4% or $49,070 at 6%.
Frank P. Vella, Jr. PC. Profit Sharing Plan-10$3,057,899$58,884$5,888iApproximate average salary by contribution assumption: employee only about $147,210 at 4% or $98,140 at 6%; with 50% employer match about $98,140 at 4% or $65,427 at 6%; with 100% employer match about $73,605 at 4% or $49,070 at 6%.