Civic Intelligence

VELOCITY PORTFOLIO GROUP INC

Plan context: VELOCITY PORTFOLIO GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 86-2122013 • Wall Township, NJ • 4 filings • 1 plans

1800 State Route 34 Ste 303Wall Township, NJ 07719-9146
Current Snapshot

Latest Year

2025

2025 Participants

50

2025 Assets

$5,010,003

2025 Contributions

$1,234,961

Historical Graphs

Total Assets Over Time

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

$5,010,003$2,505,002$0202120242025YearValue
$5,010,003Latest year 2025

Participants Over Time

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

50250202120242025YearValue
50Latest year 2025

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
2025150$5,010,003$1,234,961$24,699iApproximate average salary by contribution assumption: employee only about $617,481 at 4% or $411,654 at 6%; with 50% employer match about $411,654 at 4% or $274,436 at 6%; with 100% employer match about $308,740 at 4% or $205,827 at 6%.
VELOCITY PORTFOLIO GROUP INC 401(K) PROFIT SHARING PLAN & TRUST-50$5,010,003$1,234,961$24,699iApproximate average salary by contribution assumption: employee only about $617,481 at 4% or $411,654 at 6%; with 50% employer match about $411,654 at 4% or $274,436 at 6%; with 100% employer match about $308,740 at 4% or $205,827 at 6%.
2024140$3,182,826$582,320$14,558iApproximate average salary by contribution assumption: employee only about $363,950 at 4% or $242,633 at 6%; with 50% employer match about $242,633 at 4% or $161,756 at 6%; with 100% employer match about $181,975 at 4% or $121,317 at 6%.
VELOCITY PORTFOLIO GROUP INC 401(K) PROFIT SHARING PLAN & TRUST-40$3,182,826$582,320$14,558iApproximate average salary by contribution assumption: employee only about $363,950 at 4% or $242,633 at 6%; with 50% employer match about $242,633 at 4% or $161,756 at 6%; with 100% employer match about $181,975 at 4% or $121,317 at 6%.
2023129$2,512,636$361,593$12,469iApproximate average salary by contribution assumption: employee only about $311,718 at 4% or $207,812 at 6%; with 50% employer match about $207,812 at 4% or $138,541 at 6%; with 100% employer match about $155,859 at 4% or $103,906 at 6%.
VELOCITY PORTFOLIO GROUP INC 401(K) PROFIT SHARING PLAN & TRUST-29$2,512,636$361,593$12,469iApproximate average salary by contribution assumption: employee only about $311,718 at 4% or $207,812 at 6%; with 50% employer match about $207,812 at 4% or $138,541 at 6%; with 100% employer match about $155,859 at 4% or $103,906 at 6%.
2021122$1,856,961$240,919$10,951iApproximate average salary by contribution assumption: employee only about $273,772 at 4% or $182,514 at 6%; with 50% employer match about $182,514 at 4% or $121,676 at 6%; with 100% employer match about $136,886 at 4% or $91,257 at 6%.
VELOCITY PORTFOLIO GROUP INC 401(K) PROFIT SHARING PLAN & TRUST-22$1,856,961$240,919$10,951iApproximate average salary by contribution assumption: employee only about $273,772 at 4% or $182,514 at 6%; with 50% employer match about $182,514 at 4% or $121,676 at 6%; with 100% employer match about $136,886 at 4% or $91,257 at 6%.