N.A.V.A.
Plan context: National Association for Variable Annuities 401K Profit Sharing Pl
EIN 06-1328907 • Washington, DC • 26 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
37
2024 Assets
$6,211,178
2024 Contributions
$639,904
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 37 | $6,211,178 | $639,904 | $17,295iApproximate average salary by contribution assumption: employee only about $432,368 at 4% or $288,245 at 6%; with 50% employer match about $288,245 at 4% or $192,163 at 6%; with 100% employer match about $216,184 at 4% or $144,123 at 6%. |
| National Association for Variable Annuities 401K Profit Sharing Pl | - | 37 | $6,211,178 | $639,904 | $17,295iApproximate average salary by contribution assumption: employee only about $432,368 at 4% or $288,245 at 6%; with 50% employer match about $288,245 at 4% or $192,163 at 6%; with 100% employer match about $216,184 at 4% or $144,123 at 6%. |
| 2023 | 1 | 38 | $4,901,554 | $470,874 | $12,391iApproximate average salary by contribution assumption: employee only about $309,786 at 4% or $206,524 at 6%; with 50% employer match about $206,524 at 4% or $137,682 at 6%; with 100% employer match about $154,893 at 4% or $103,262 at 6%. |
| National Association for Variable Annuities 401K Profit Sharing Pl | - | 38 | $4,901,554 | $470,874 | $12,391iApproximate average salary by contribution assumption: employee only about $309,786 at 4% or $206,524 at 6%; with 50% employer match about $206,524 at 4% or $137,682 at 6%; with 100% employer match about $154,893 at 4% or $103,262 at 6%. |
| 2022 | 1 | 35 | $3,849,274 | $564,350 | $16,124iApproximate average salary by contribution assumption: employee only about $403,107 at 4% or $268,738 at 6%; with 50% employer match about $268,738 at 4% or $179,159 at 6%; with 100% employer match about $201,554 at 4% or $134,369 at 6%. |
| National Association for Variable Annuities 401K Profit Sharing Pl | - | 35 | $3,849,274 | $564,350 | $16,124iApproximate average salary by contribution assumption: employee only about $403,107 at 4% or $268,738 at 6%; with 50% employer match about $268,738 at 4% or $179,159 at 6%; with 100% employer match about $201,554 at 4% or $134,369 at 6%. |
| 2021 | 1 | 34 | $3,900,550 | $740,003 | $21,765iApproximate average salary by contribution assumption: employee only about $544,120 at 4% or $362,747 at 6%; with 50% employer match about $362,747 at 4% or $241,831 at 6%; with 100% employer match about $272,060 at 4% or $181,373 at 6%. |
| Insured Retirement Institute I 401 K Profit Sharing Plan Trust | - | 34 | $3,900,550 | $740,003 | $21,765iApproximate average salary by contribution assumption: employee only about $544,120 at 4% or $362,747 at 6%; with 50% employer match about $362,747 at 4% or $241,831 at 6%; with 100% employer match about $272,060 at 4% or $181,373 at 6%. |
| 2020 | 1 | 31 | $2,689,051 | $288,971 | $9,322iApproximate average salary by contribution assumption: employee only about $233,041 at 4% or $155,361 at 6%; with 50% employer match about $155,361 at 4% or $103,574 at 6%; with 100% employer match about $116,521 at 4% or $77,680 at 6%. |
| Insured Retirement Institute I 401 K Profit Sharing Plan Trust | - | 31 | $2,689,051 | $288,971 | $9,322iApproximate average salary by contribution assumption: employee only about $233,041 at 4% or $155,361 at 6%; with 50% employer match about $155,361 at 4% or $103,574 at 6%; with 100% employer match about $116,521 at 4% or $77,680 at 6%. |
| 2019 | 1 | 58 | $3,188,870 | $910,567 | $15,699iApproximate average salary by contribution assumption: employee only about $392,486 at 4% or $261,657 at 6%; with 50% employer match about $261,657 at 4% or $174,438 at 6%; with 100% employer match about $196,243 at 4% or $130,829 at 6%. |
| Insured Retirement Institute I 401 K Profit Sharing Plan Trust | - | 58 | $3,188,870 | $910,567 | $15,699iApproximate average salary by contribution assumption: employee only about $392,486 at 4% or $261,657 at 6%; with 50% employer match about $261,657 at 4% or $174,438 at 6%; with 100% employer match about $196,243 at 4% or $130,829 at 6%. |
| 2018 | 1 | 45 | $1,956,237 | $229,401 | $5,098iApproximate average salary by contribution assumption: employee only about $127,445 at 4% or $84,963 at 6%; with 50% employer match about $84,963 at 4% or $56,642 at 6%; with 100% employer match about $63,723 at 4% or $42,482 at 6%. |
| Insured Retirement Institute I 401 K Profit Sharing Plan Trust | - | 45 | $1,956,237 | $229,401 | $5,098iApproximate average salary by contribution assumption: employee only about $127,445 at 4% or $84,963 at 6%; with 50% employer match about $84,963 at 4% or $56,642 at 6%; with 100% employer match about $63,723 at 4% or $42,482 at 6%. |
| 2017 | 1 | 48 | $2,290,876 | $272,296 | $5,673iApproximate average salary by contribution assumption: employee only about $141,821 at 4% or $94,547 at 6%; with 50% employer match about $94,547 at 4% or $63,031 at 6%; with 100% employer match about $70,910 at 4% or $47,274 at 6%. |
| Insured Retirement Institute I 401 K Profit Sharing Plan Trust | - | 48 | $2,290,876 | $272,296 | $5,673iApproximate average salary by contribution assumption: employee only about $141,821 at 4% or $94,547 at 6%; with 50% employer match about $94,547 at 4% or $63,031 at 6%; with 100% employer match about $70,910 at 4% or $47,274 at 6%. |
| 2016 | 1 | 43 | $1,704,803 | $220,462 | $5,127iApproximate average salary by contribution assumption: employee only about $128,176 at 4% or $85,450 at 6%; with 50% employer match about $85,450 at 4% or $56,967 at 6%; with 100% employer match about $64,088 at 4% or $42,725 at 6%. |
| Insured Retirement Institute I 401 K Profit Sharing Plan Trust | - | 43 | $1,704,803 | $220,462 | $5,127iApproximate average salary by contribution assumption: employee only about $128,176 at 4% or $85,450 at 6%; with 50% employer match about $85,450 at 4% or $56,967 at 6%; with 100% employer match about $64,088 at 4% or $42,725 at 6%. |
| 2015 | 1 | 38 | $1,541,439 | $199,308 | $5,245iApproximate average salary by contribution assumption: employee only about $131,124 at 4% or $87,416 at 6%; with 50% employer match about $87,416 at 4% or $58,277 at 6%; with 100% employer match about $65,562 at 4% or $43,708 at 6%. |
| National Association for Variable Annuities 401K Profit Sharing Pl | - | 38 | $1,541,439 | $199,308 | $5,245iApproximate average salary by contribution assumption: employee only about $131,124 at 4% or $87,416 at 6%; with 50% employer match about $87,416 at 4% or $58,277 at 6%; with 100% employer match about $65,562 at 4% or $43,708 at 6%. |
| 2014 | 1 | 33 | $1,538,774 | $205,130 | $6,216iApproximate average salary by contribution assumption: employee only about $155,402 at 4% or $103,601 at 6%; with 50% employer match about $103,601 at 4% or $69,067 at 6%; with 100% employer match about $77,701 at 4% or $51,801 at 6%. |
| Insured Retirement Institute I 401 K Profit Sharing Plan Trust | - | 33 | $1,538,774 | $205,130 | $6,216iApproximate average salary by contribution assumption: employee only about $155,402 at 4% or $103,601 at 6%; with 50% employer match about $103,601 at 4% or $69,067 at 6%; with 100% employer match about $77,701 at 4% or $51,801 at 6%. |
| 2013 | 1 | 31 | $1,282,911 | $194,944 | $6,289iApproximate average salary by contribution assumption: employee only about $157,213 at 4% or $104,809 at 6%; with 50% employer match about $104,809 at 4% or $69,872 at 6%; with 100% employer match about $78,606 at 4% or $52,404 at 6%. |
| Insured Retirement Institute I 401 K Profit Sharing Plan Trust | - | 31 | $1,282,911 | $194,944 | $6,289iApproximate average salary by contribution assumption: employee only about $157,213 at 4% or $104,809 at 6%; with 50% employer match about $104,809 at 4% or $69,872 at 6%; with 100% employer match about $78,606 at 4% or $52,404 at 6%. |
| 2012 | 1 | 28 | $1,157,299 | $267,909 | $9,568iApproximate average salary by contribution assumption: employee only about $239,204 at 4% or $159,470 at 6%; with 50% employer match about $159,470 at 4% or $106,313 at 6%; with 100% employer match about $119,602 at 4% or $79,735 at 6%. |
| Insured Retirement Institute I 401 K Profit Sharing Plan Trust | - | 28 | $1,157,299 | $267,909 | $9,568iApproximate average salary by contribution assumption: employee only about $239,204 at 4% or $159,470 at 6%; with 50% employer match about $159,470 at 4% or $106,313 at 6%; with 100% employer match about $119,602 at 4% or $79,735 at 6%. |
| 2011 | 1 | 13 | $837,915 | $180,607 | $13,893iApproximate average salary by contribution assumption: employee only about $347,321 at 4% or $231,547 at 6%; with 50% employer match about $231,547 at 4% or $154,365 at 6%; with 100% employer match about $173,661 at 4% or $115,774 at 6%. |
| Insured Retirement Institute I 401 K Profit Sharing Plan Trust | - | 13 | $837,915 | $180,607 | $13,893iApproximate average salary by contribution assumption: employee only about $347,321 at 4% or $231,547 at 6%; with 50% employer match about $231,547 at 4% or $154,365 at 6%; with 100% employer match about $173,661 at 4% or $115,774 at 6%. |
| 2010 | 1 | 10 | $1,797,261 | $192,570 | $19,257iApproximate average salary by contribution assumption: employee only about $481,425 at 4% or $320,950 at 6%; with 50% employer match about $320,950 at 4% or $213,967 at 6%; with 100% employer match about $240,713 at 4% or $160,475 at 6%. |
| National Association for Variable Annuities 401K Profit Sharing Pl | - | 10 | $1,797,261 | $192,570 | $19,257iApproximate average salary by contribution assumption: employee only about $481,425 at 4% or $320,950 at 6%; with 50% employer match about $320,950 at 4% or $213,967 at 6%; with 100% employer match about $240,713 at 4% or $160,475 at 6%. |
| 2009 | 1 | 11 | $1,512,627 | $164,666 | $14,970iApproximate average salary by contribution assumption: employee only about $374,241 at 4% or $249,494 at 6%; with 50% employer match about $249,494 at 4% or $166,329 at 6%; with 100% employer match about $187,120 at 4% or $124,747 at 6%. |
| National Association for Variable Annuities 401K Profit Sharing Pl | - | 11 | $1,512,627 | $164,666 | $14,970iApproximate average salary by contribution assumption: employee only about $374,241 at 4% or $249,494 at 6%; with 50% employer match about $249,494 at 4% or $166,329 at 6%; with 100% employer match about $187,120 at 4% or $124,747 at 6%. |
| 2008 | 1 | 9 | $1,098,609 | $203,801 | $22,645iApproximate average salary by contribution assumption: employee only about $566,114 at 4% or $377,409 at 6%; with 50% employer match about $377,409 at 4% or $251,606 at 6%; with 100% employer match about $283,057 at 4% or $188,705 at 6%. |
| National Association for Variable Annuities 401K Profit Sharing Pl | - | 9 | $1,098,609 | $203,801 | $22,645iApproximate average salary by contribution assumption: employee only about $566,114 at 4% or $377,409 at 6%; with 50% employer match about $377,409 at 4% or $251,606 at 6%; with 100% employer match about $283,057 at 4% or $188,705 at 6%. |
| 2007 | 1 | 6 | $1,555,391 | $179,454 | $29,909iApproximate average salary by contribution assumption: employee only about $747,725 at 4% or $498,483 at 6%; with 50% employer match about $498,483 at 4% or $332,322 at 6%; with 100% employer match about $373,863 at 4% or $249,242 at 6%. |
| National Association for Variable Annuities 401K Profit Sharing Pl | - | 6 | $1,555,391 | $179,454 | $29,909iApproximate average salary by contribution assumption: employee only about $747,725 at 4% or $498,483 at 6%; with 50% employer match about $498,483 at 4% or $332,322 at 6%; with 100% employer match about $373,863 at 4% or $249,242 at 6%. |
| 2006 | 1 | 8 | $1,331,760 | $191,382 | $23,923iApproximate average salary by contribution assumption: employee only about $598,069 at 4% or $398,713 at 6%; with 50% employer match about $398,713 at 4% or $265,808 at 6%; with 100% employer match about $299,034 at 4% or $199,356 at 6%. |
| National Association for Variable Annuities 401K Profit Sharing Pl | - | 8 | $1,331,760 | $191,382 | $23,923iApproximate average salary by contribution assumption: employee only about $598,069 at 4% or $398,713 at 6%; with 50% employer match about $398,713 at 4% or $265,808 at 6%; with 100% employer match about $299,034 at 4% or $199,356 at 6%. |
| 2005 | 1 | 7 | $1,031,839 | $177,605 | $25,372iApproximate average salary by contribution assumption: employee only about $634,304 at 4% or $422,869 at 6%; with 50% employer match about $422,869 at 4% or $281,913 at 6%; with 100% employer match about $317,152 at 4% or $211,435 at 6%. |
| National Association for Variable Annuities 401K Profit Sharing Pl | - | 7 | $1,031,839 | $177,605 | $25,372iApproximate average salary by contribution assumption: employee only about $634,304 at 4% or $422,869 at 6%; with 50% employer match about $422,869 at 4% or $281,913 at 6%; with 100% employer match about $317,152 at 4% or $211,435 at 6%. |
| 2004 | 1 | 8 | $774,138 | $158,731 | $19,841iApproximate average salary by contribution assumption: employee only about $496,034 at 4% or $330,690 at 6%; with 50% employer match about $330,690 at 4% or $220,460 at 6%; with 100% employer match about $248,017 at 4% or $165,345 at 6%. |
| National Association for Variable Annuities 401K Profit Sharing Pl | - | 8 | $774,138 | $158,731 | $19,841iApproximate average salary by contribution assumption: employee only about $496,034 at 4% or $330,690 at 6%; with 50% employer match about $330,690 at 4% or $220,460 at 6%; with 100% employer match about $248,017 at 4% or $165,345 at 6%. |
| 2003 | 1 | 8 | $567,478 | $137,469 | $17,184iApproximate average salary by contribution assumption: employee only about $429,591 at 4% or $286,394 at 6%; with 50% employer match about $286,394 at 4% or $190,929 at 6%; with 100% employer match about $214,795 at 4% or $143,197 at 6%. |
| National Association for Variable Annuities 401K Profit Sharing Pl | - | 8 | $567,478 | $137,469 | $17,184iApproximate average salary by contribution assumption: employee only about $429,591 at 4% or $286,394 at 6%; with 50% employer match about $286,394 at 4% or $190,929 at 6%; with 100% employer match about $214,795 at 4% or $143,197 at 6%. |
| 2002 | 1 | 9 | $370,996 | $137,287 | $15,254iApproximate average salary by contribution assumption: employee only about $381,353 at 4% or $254,235 at 6%; with 50% employer match about $254,235 at 4% or $169,490 at 6%; with 100% employer match about $190,676 at 4% or $127,118 at 6%. |
| National Association for Variable Annuities 401K Profit Sharing Pl | - | 9 | $370,996 | $137,287 | $15,254iApproximate average salary by contribution assumption: employee only about $381,353 at 4% or $254,235 at 6%; with 50% employer match about $254,235 at 4% or $169,490 at 6%; with 100% employer match about $190,676 at 4% or $127,118 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| National Association for Variable Annuities 401K Profit Sharing Pl | - | 7 | - | - | - |
| 2000 | 1 | 8 | $191,716 | $72,408 | $9,051iApproximate average salary by contribution assumption: employee only about $226,275 at 4% or $150,850 at 6%; with 50% employer match about $150,850 at 4% or $100,567 at 6%; with 100% employer match about $113,138 at 4% or $75,425 at 6%. |
| National Association for Variable Annuities 401K Profit Sharing Pl | - | 8 | $191,716 | $72,408 | $9,051iApproximate average salary by contribution assumption: employee only about $226,275 at 4% or $150,850 at 6%; with 50% employer match about $150,850 at 4% or $100,567 at 6%; with 100% employer match about $113,138 at 4% or $75,425 at 6%. |
| 1999 | 1 | 8 | $132,469 | $66,466 | $8,308iApproximate average salary by contribution assumption: employee only about $207,706 at 4% or $138,471 at 6%; with 50% employer match about $138,471 at 4% or $92,314 at 6%; with 100% employer match about $103,853 at 4% or $69,235 at 6%. |
| National Association for Variable Annuities 401K Profit Sharing Pl | - | 8 | $132,469 | $66,466 | $8,308iApproximate average salary by contribution assumption: employee only about $207,706 at 4% or $138,471 at 6%; with 50% employer match about $138,471 at 4% or $92,314 at 6%; with 100% employer match about $103,853 at 4% or $69,235 at 6%. |