Velis Associates, Inc. at Suffolk County lists Velis Associates, Inc. and Brian Mastroberti of Lindenhurst, NY as the associates.
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Velis Associates, Inc.
DOS Process
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151 S 14TH ST, LINDENHURST, NY 11757
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Brian Mastroberti
CEO
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BRIAN MASTROBERTI, LINDENHURST, NY 11757
(View Past Addresses)
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Suffolk County
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameVELIS GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY49 / 44 Assets BOY/EOY$3,756,506 / $4,600,006 | 2023 | VELIS GROUP 401(K) PROFIT SHARING PLAN - Plan #001 | 49 / 44 | $3,756,506 / $4,600,006 |
| 2022 | Plan NameVELIS GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY49 / 52 Assets BOY/EOY$4,689,970 / $3,756,506 | 2022 | VELIS GROUP 401(K) PROFIT SHARING PLAN - Plan #001 | 49 / 52 | $4,689,970 / $3,756,506 |
| 2021 | Plan NameVELIS GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY48 / 49 Assets BOY/EOY$3,753,604 / $4,689,970 | 2021 | VELIS GROUP 401(K) PROFIT SHARING PLAN - Plan #001 | 48 / 49 | $3,753,604 / $4,689,970 |
| 2020 | Plan NameVELIS GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY44 / 48 Assets BOY/EOY$3,016,823 / $3,753,604 | 2020 | VELIS GROUP 401(K) PROFIT SHARING PLAN - Plan #001 | 44 / 48 | $3,016,823 / $3,753,604 |
| 2019 | Plan NameVELIS GROUP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY50 / 44 Assets BOY/EOY$2,239,845 / $3,016,823 | 2019 | VELIS GROUP 401(K) PROFIT SHARING PLAN - Plan #001 | 50 / 44 | $2,239,845 / $3,016,823 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/28/2021 | Approved$448,664 Forgiven$451,503 LenderSignature Bank Jobs40 | 01/28/2021 | $448,664 | $451,503 | Signature Bank | 40 |
| 05/01/2020 | Approved$454,562 Forgiven$457,915 LenderJPMorgan Chase Bank, National Association Jobs39 | 05/01/2020 | $454,562 | $457,915 | JPMorgan Chase Bank, National Association | 39 |
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