Policy Navigation Group LLC
Plan context: Policy Navigation Group Retirement Plan
EIN 20-1294916 • Annandale, VA • 12 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$2,813,393
2024 Contributions
$195,204
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 | 10 | $2,813,393 | $195,204 | $19,520iApproximate average salary by contribution assumption: employee only about $488,010 at 4% or $325,340 at 6%; with 50% employer match about $325,340 at 4% or $216,893 at 6%; with 100% employer match about $244,005 at 4% or $162,670 at 6%. |
| Policy Navigation Group Retirement Plan | - | 10 | $2,813,393 | $195,204 | $19,520iApproximate average salary by contribution assumption: employee only about $488,010 at 4% or $325,340 at 6%; with 50% employer match about $325,340 at 4% or $216,893 at 6%; with 100% employer match about $244,005 at 4% or $162,670 at 6%. |
| 2023 | 1 | 11 | $2,284,701 | $178,900 | $16,264iApproximate average salary by contribution assumption: employee only about $406,591 at 4% or $271,061 at 6%; with 50% employer match about $271,061 at 4% or $180,707 at 6%; with 100% employer match about $203,295 at 4% or $135,530 at 6%. |
| Policy Navigation Group Retirement Plan | - | 11 | $2,284,701 | $178,900 | $16,264iApproximate average salary by contribution assumption: employee only about $406,591 at 4% or $271,061 at 6%; with 50% employer match about $271,061 at 4% or $180,707 at 6%; with 100% employer match about $203,295 at 4% or $135,530 at 6%. |
| 2022 | 1 | 11 | $1,802,121 | $172,073 | $15,643iApproximate average salary by contribution assumption: employee only about $391,075 at 4% or $260,717 at 6%; with 50% employer match about $260,717 at 4% or $173,811 at 6%; with 100% employer match about $195,538 at 4% or $130,358 at 6%. |
| Policy Navigation Group Retirement Plan | - | 11 | $1,802,121 | $172,073 | $15,643iApproximate average salary by contribution assumption: employee only about $391,075 at 4% or $260,717 at 6%; with 50% employer match about $260,717 at 4% or $173,811 at 6%; with 100% employer match about $195,538 at 4% or $130,358 at 6%. |
| 2021 | 1 | 11 | $1,959,076 | $378,781 | $34,435iApproximate average salary by contribution assumption: employee only about $860,866 at 4% or $573,911 at 6%; with 50% employer match about $573,911 at 4% or $382,607 at 6%; with 100% employer match about $430,433 at 4% or $286,955 at 6%. |
| Policy Navigation Group Retirement Plan | - | 11 | $1,959,076 | $378,781 | $34,435iApproximate average salary by contribution assumption: employee only about $860,866 at 4% or $573,911 at 6%; with 50% employer match about $573,911 at 4% or $382,607 at 6%; with 100% employer match about $430,433 at 4% or $286,955 at 6%. |
| 2020 | 1 | 10 | $1,554,925 | $163,144 | $16,314iApproximate average salary by contribution assumption: employee only about $407,860 at 4% or $271,907 at 6%; with 50% employer match about $271,907 at 4% or $181,271 at 6%; with 100% employer match about $203,930 at 4% or $135,953 at 6%. |
| Policy Navigation Group Retirement Plan | - | 10 | $1,554,925 | $163,144 | $16,314iApproximate average salary by contribution assumption: employee only about $407,860 at 4% or $271,907 at 6%; with 50% employer match about $271,907 at 4% or $181,271 at 6%; with 100% employer match about $203,930 at 4% or $135,953 at 6%. |
| 2019 | 1 | 9 | $1,175,280 | $218,865 | $24,318iApproximate average salary by contribution assumption: employee only about $607,958 at 4% or $405,306 at 6%; with 50% employer match about $405,306 at 4% or $270,204 at 6%; with 100% employer match about $303,979 at 4% or $202,653 at 6%. |
| Policy Navigation Group Retirement Plan | - | 9 | $1,175,280 | $218,865 | $24,318iApproximate average salary by contribution assumption: employee only about $607,958 at 4% or $405,306 at 6%; with 50% employer match about $405,306 at 4% or $270,204 at 6%; with 100% employer match about $303,979 at 4% or $202,653 at 6%. |
| 2018 | 1 | 9 | $750,825 | $56,763 | $6,307iApproximate average salary by contribution assumption: employee only about $157,675 at 4% or $105,117 at 6%; with 50% employer match about $105,117 at 4% or $70,078 at 6%; with 100% employer match about $78,838 at 4% or $52,558 at 6%. |
| Policy Navigation Group Retirement Plan | - | 9 | $750,825 | $56,763 | $6,307iApproximate average salary by contribution assumption: employee only about $157,675 at 4% or $105,117 at 6%; with 50% employer match about $105,117 at 4% or $70,078 at 6%; with 100% employer match about $78,838 at 4% or $52,558 at 6%. |
| 2017 | 1 | 8 | $737,833 | $157,090 | $19,636iApproximate average salary by contribution assumption: employee only about $490,906 at 4% or $327,271 at 6%; with 50% employer match about $327,271 at 4% or $218,181 at 6%; with 100% employer match about $245,453 at 4% or $163,635 at 6%. |
| Policy Navigation Group Retirement Plan | - | 8 | $737,833 | $157,090 | $19,636iApproximate average salary by contribution assumption: employee only about $490,906 at 4% or $327,271 at 6%; with 50% employer match about $327,271 at 4% or $218,181 at 6%; with 100% employer match about $245,453 at 4% or $163,635 at 6%. |
| 2016 | 1 | 6 | $492,769 | $142,750 | $23,792iApproximate average salary by contribution assumption: employee only about $594,792 at 4% or $396,528 at 6%; with 50% employer match about $396,528 at 4% or $264,352 at 6%; with 100% employer match about $297,396 at 4% or $198,264 at 6%. |
| Policy Navigation Group Retirement Plan | - | 6 | $492,769 | $142,750 | $23,792iApproximate average salary by contribution assumption: employee only about $594,792 at 4% or $396,528 at 6%; with 50% employer match about $396,528 at 4% or $264,352 at 6%; with 100% employer match about $297,396 at 4% or $198,264 at 6%. |
| 2015 | 1 | 5 | $313,159 | $144,570 | $28,914iApproximate average salary by contribution assumption: employee only about $722,850 at 4% or $481,900 at 6%; with 50% employer match about $481,900 at 4% or $321,267 at 6%; with 100% employer match about $361,425 at 4% or $240,950 at 6%. |
| Policy Navigation Group Retirement Plan | - | 5 | $313,159 | $144,570 | $28,914iApproximate average salary by contribution assumption: employee only about $722,850 at 4% or $481,900 at 6%; with 50% employer match about $481,900 at 4% or $321,267 at 6%; with 100% employer match about $361,425 at 4% or $240,950 at 6%. |
| 2014 | 1 | 5 | $175,771 | $119,295 | $23,859iApproximate average salary by contribution assumption: employee only about $596,475 at 4% or $397,650 at 6%; with 50% employer match about $397,650 at 4% or $265,100 at 6%; with 100% employer match about $298,238 at 4% or $198,825 at 6%. |
| Policy Navigation Group Retirement Plan | - | 5 | $175,771 | $119,295 | $23,859iApproximate average salary by contribution assumption: employee only about $596,475 at 4% or $397,650 at 6%; with 50% employer match about $397,650 at 4% or $265,100 at 6%; with 100% employer match about $298,238 at 4% or $198,825 at 6%. |
| 2013 | 1 | 5 | $52,548 | $48,777 | $9,755iApproximate average salary by contribution assumption: employee only about $243,885 at 4% or $162,590 at 6%; with 50% employer match about $162,590 at 4% or $108,393 at 6%; with 100% employer match about $121,943 at 4% or $81,295 at 6%. |
| Policy Navigation Group Retirement Plan | - | 5 | $52,548 | $48,777 | $9,755iApproximate average salary by contribution assumption: employee only about $243,885 at 4% or $162,590 at 6%; with 50% employer match about $162,590 at 4% or $108,393 at 6%; with 100% employer match about $121,943 at 4% or $81,295 at 6%. |