Plan5500

Valuemomentum 401(K) Plan — Form 5500 plan (Valuemomentum, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Valuemomentum 401(K) Plan is a benefit plan reported by Valuemomentum, Inc. under EIN 11-3414179 and plan number 001. The latest loaded filing year is 2023. The filing reports 671 participants and $37,243,147 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valuemomentum, Inc.
EIN
11-3414179
Plan number
001
Plan type
2
Location
Piscataway, NJ
Latest filing year
2023
Participants
671
End-of-year plan assets
$37,243,147

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023671H, C20250115140330NAL0012753219001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,243,147
Total liabilities (EOY)
$0
Net assets (EOY)
$37,243,147
Net assets (BOY)
$25,992,176

Income & contributions

Employer contributions
$1,950,910
Participant contributions
$4,094,271
Total contributions
$6,090,227
Total income / additions
$12,472,152

Expenses & distributions

Benefits paid
$1,127,379
Administrative expenses
$93,802
Total expenses
$1,221,181
Net increase / (decrease)
$11,250,971

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nationwide Life Insurance CoFUNDS MANAGER$70,673not reported in the loaded dataset2023
Northwestern Mut Inv Srv LLCINVESTMENT ADVISOR$0$38,2612023
Beon RetirementTHIRD PARTY ADMINISTRATO$23,129not reported in the loaded dataset2023

Related Form 5500 pages