Vesta Holdings LLC
Plan context: Momentum Advanced Planning 401(K) Plan
EIN 83-0598730 • Lower Gwynedd, PA • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$243,888
2025 Contributions
$20,664
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $20,664 | - |
| Momentum Advanced Planning 401(K) Plan | - | 0 | $0 | $20,664 | - |
| 2024 | 1 | 10 | $243,888 | $0 | - |
| Momentum Advanced Planning 401(K) Plan | - | 10 | $243,888 | $0 | - |
| 2023 | 1 | 10 | $287,202 | $0 | - |
| Momentum Advanced Planning 401(K) Plan | - | 10 | $287,202 | $0 | - |
| 2022 | 1 | 17 | $533,799 | $58,873 | $3,463iApproximate average salary by contribution assumption: employee only about $86,578 at 4% or $57,719 at 6%; with 50% employer match about $57,719 at 4% or $38,479 at 6%; with 100% employer match about $43,289 at 4% or $28,859 at 6%. |
| Momentum Advanced Planning 401(K) Plan | - | 17 | $533,799 | $58,873 | $3,463iApproximate average salary by contribution assumption: employee only about $86,578 at 4% or $57,719 at 6%; with 50% employer match about $57,719 at 4% or $38,479 at 6%; with 100% employer match about $43,289 at 4% or $28,859 at 6%. |
| 2021 | 1 | 23 | $1,075,136 | $202,928 | $8,823iApproximate average salary by contribution assumption: employee only about $220,574 at 4% or $147,049 at 6%; with 50% employer match about $147,049 at 4% or $98,033 at 6%; with 100% employer match about $110,287 at 4% or $73,525 at 6%. |
| Momentum Advanced Planning 401(K) Plan | - | 23 | $1,075,136 | $202,928 | $8,823iApproximate average salary by contribution assumption: employee only about $220,574 at 4% or $147,049 at 6%; with 50% employer match about $147,049 at 4% or $98,033 at 6%; with 100% employer match about $110,287 at 4% or $73,525 at 6%. |
| 2020 | 1 | 22 | $848,947 | $226,527 | $10,297iApproximate average salary by contribution assumption: employee only about $257,417 at 4% or $171,611 at 6%; with 50% employer match about $171,611 at 4% or $114,408 at 6%; with 100% employer match about $128,709 at 4% or $85,806 at 6%. |
| Momentum Advanced Planning 401(K) Plan | - | 22 | $848,947 | $226,527 | $10,297iApproximate average salary by contribution assumption: employee only about $257,417 at 4% or $171,611 at 6%; with 50% employer match about $171,611 at 4% or $114,408 at 6%; with 100% employer match about $128,709 at 4% or $85,806 at 6%. |
| 2019 | 1 | 20 | $558,279 | $242,795 | $12,140iApproximate average salary by contribution assumption: employee only about $303,494 at 4% or $202,329 at 6%; with 50% employer match about $202,329 at 4% or $134,886 at 6%; with 100% employer match about $151,747 at 4% or $101,165 at 6%. |
| Momentum Advanced Planning 401(K) Plan | - | 20 | $558,279 | $242,795 | $12,140iApproximate average salary by contribution assumption: employee only about $303,494 at 4% or $202,329 at 6%; with 50% employer match about $202,329 at 4% or $134,886 at 6%; with 100% employer match about $151,747 at 4% or $101,165 at 6%. |