Civic Intelligence

Reston Wealth Management

Plan context: Reston Wealth Management Retirement Plan

EIN 20-0033883 • Reston, VA • 11 filings • 2 plans

1984 Isaac Newton Square, WestSuite 107Reston, VA 20190
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,780,987

2024 Contributions

$368,594

Historical Graphs

Total Assets Over Time

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

$4,561,482$2,280,741$0200620212024YearValue
$3,780,987Latest year 2024

Participants Over Time

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

1050200620212024YearValue
8Latest year 2024

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
202428$3,780,987$368,594$46,074iApproximate average salary by contribution assumption: employee only about $1,151,856 at 4% or $767,904 at 6%; with 50% employer match about $767,904 at 4% or $511,936 at 6%; with 100% employer match about $575,928 at 4% or $383,952 at 6%.
Reston Wealth Management Retirement Plan-8$3,233,135$188,799$23,600iApproximate average salary by contribution assumption: employee only about $589,997 at 4% or $393,331 at 6%; with 50% employer match about $393,331 at 4% or $262,221 at 6%; with 100% employer match about $294,998 at 4% or $196,666 at 6%.
Reston Wealth Management Cash Balance Pension Plan-8$547,852$179,795$22,474iApproximate average salary by contribution assumption: employee only about $561,859 at 4% or $374,573 at 6%; with 50% employer match about $374,573 at 4% or $249,715 at 6%; with 100% employer match about $280,930 at 4% or $187,286 at 6%.
202328$3,027,031$975,747$121,968iApproximate average salary by contribution assumption: employee only about $3,049,209 at 4% or $2,032,806 at 6%; with 50% employer match about $2,032,806 at 4% or $1,355,204 at 6%; with 100% employer match about $1,524,605 at 4% or $1,016,403 at 6%.
Reston Wealth Management Retirement Plan-8$2,691,628$807,133$100,892iApproximate average salary by contribution assumption: employee only about $2,522,291 at 4% or $1,681,527 at 6%; with 50% employer match about $1,681,527 at 4% or $1,121,018 at 6%; with 100% employer match about $1,261,145 at 4% or $840,764 at 6%.
Reston Wealth Management Cash Balance Pension Plan-7$335,403$168,614$24,088iApproximate average salary by contribution assumption: employee only about $602,193 at 4% or $401,462 at 6%; with 50% employer match about $401,462 at 4% or $267,641 at 6%; with 100% employer match about $301,096 at 4% or $200,731 at 6%.
202228$1,734,254$367,275$45,909iApproximate average salary by contribution assumption: employee only about $1,147,734 at 4% or $765,156 at 6%; with 50% employer match about $765,156 at 4% or $510,104 at 6%; with 100% employer match about $573,867 at 4% or $382,578 at 6%.
Reston Wealth Management Retirement Plan-8$1,573,621$206,642$25,830iApproximate average salary by contribution assumption: employee only about $645,756 at 4% or $430,504 at 6%; with 50% employer match about $430,504 at 4% or $287,003 at 6%; with 100% employer match about $322,878 at 4% or $215,252 at 6%.
Reston Wealth Management Cash Balance Pension Plan-7$160,633$160,633$22,948iApproximate average salary by contribution assumption: employee only about $573,689 at 4% or $382,460 at 6%; with 50% employer match about $382,460 at 4% or $254,973 at 6%; with 100% employer match about $286,845 at 4% or $191,230 at 6%.
2021110$1,944,866$193,915$19,392iApproximate average salary by contribution assumption: employee only about $484,788 at 4% or $323,192 at 6%; with 50% employer match about $323,192 at 4% or $215,461 at 6%; with 100% employer match about $242,394 at 4% or $161,596 at 6%.
Reston Wealth Management Retirement Plan-10$1,944,866$193,915$19,392iApproximate average salary by contribution assumption: employee only about $484,788 at 4% or $323,192 at 6%; with 50% employer match about $323,192 at 4% or $215,461 at 6%; with 100% employer match about $242,394 at 4% or $161,596 at 6%.
202018$4,561,482$223,189$27,899iApproximate average salary by contribution assumption: employee only about $697,466 at 4% or $464,977 at 6%; with 50% employer match about $464,977 at 4% or $309,985 at 6%; with 100% employer match about $348,733 at 4% or $232,489 at 6%.
Reston Wealth Management Retirement Plan-8$4,561,482$223,189$27,899iApproximate average salary by contribution assumption: employee only about $697,466 at 4% or $464,977 at 6%; with 50% employer match about $464,977 at 4% or $309,985 at 6%; with 100% employer match about $348,733 at 4% or $232,489 at 6%.
201918$3,732,771$203,251$25,406iApproximate average salary by contribution assumption: employee only about $635,159 at 4% or $423,440 at 6%; with 50% employer match about $423,440 at 4% or $282,293 at 6%; with 100% employer match about $317,580 at 4% or $211,720 at 6%.
Reston Wealth Management Retirement Plan-8$3,732,771$203,251$25,406iApproximate average salary by contribution assumption: employee only about $635,159 at 4% or $423,440 at 6%; with 50% employer match about $423,440 at 4% or $282,293 at 6%; with 100% employer match about $317,580 at 4% or $211,720 at 6%.
200714$913,479$84,542$21,136iApproximate average salary by contribution assumption: employee only about $528,388 at 4% or $352,258 at 6%; with 50% employer match about $352,258 at 4% or $234,839 at 6%; with 100% employer match about $264,194 at 4% or $176,129 at 6%.
Reston Wealth Management Retirement Plan-4$913,479$84,542$21,136iApproximate average salary by contribution assumption: employee only about $528,388 at 4% or $352,258 at 6%; with 50% employer match about $352,258 at 4% or $234,839 at 6%; with 100% employer match about $264,194 at 4% or $176,129 at 6%.
200615$763,175$744,223$148,845iApproximate average salary by contribution assumption: employee only about $3,721,115 at 4% or $2,480,743 at 6%; with 50% employer match about $2,480,743 at 4% or $1,653,829 at 6%; with 100% employer match about $1,860,558 at 4% or $1,240,372 at 6%.
Reston Wealth Management Retirement Plan-5$763,175$744,223$148,845iApproximate average salary by contribution assumption: employee only about $3,721,115 at 4% or $2,480,743 at 6%; with 50% employer match about $2,480,743 at 4% or $1,653,829 at 6%; with 100% employer match about $1,860,558 at 4% or $1,240,372 at 6%.