Valuemomentum, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Inc. (EIN 11-3414179) is a plan sponsor located in Piscataway, NJ with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
11-3414179
Location
Piscataway, NJ
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$37,243,147
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$37,243,147

Contributions & income

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

Expenses & distributions

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

Coverage

Total reported participants
1,207
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Valuemomentum, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Valuemomentum 401(K) Plan001671$37,243,1472023
Valuemomentum, Inc. Health & Welfare Plan501536not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Valuemomentum, Inc.
YearPlanParticipantsSchedulesFiling
2023Valuemomentum, Inc. Health & Welfare Plan53620241031095227NAL0002308608001
2023Valuemomentum 401(K) Plan671H, C20250115140330NAL0012753219001

Related Form 5500 pages