Civic Intelligence

National Financial Group Services Inc.

Plan context: National Financial Group Services Inc. 401 (K) Profit Sharing Plan

EIN 20-1535265 • MT Joy, PA • 18 filings • 4 plans

P.O Box 176677 Hawthorne LaneMT Joy, PA 17552
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,497,273

2024 Contributions

$102,524

Historical Graphs

Total Assets Over Time

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

$2,497,273$1,248,637$0200720162024YearValue
$2,497,273Latest year 2024

Participants Over Time

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

740200720162024YearValue
6Latest 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
202416$2,497,273$102,524$17,087iApproximate average salary by contribution assumption: employee only about $427,183 at 4% or $284,789 at 6%; with 50% employer match about $284,789 at 4% or $189,859 at 6%; with 100% employer match about $213,592 at 4% or $142,394 at 6%.
National Financial Group Services Inc. 401 (K) Profit Sharing Plan-6$2,497,273$102,524$17,087iApproximate average salary by contribution assumption: employee only about $427,183 at 4% or $284,789 at 6%; with 50% employer match about $284,789 at 4% or $189,859 at 6%; with 100% employer match about $213,592 at 4% or $142,394 at 6%.
202316$2,143,183$91,284$15,214iApproximate average salary by contribution assumption: employee only about $380,350 at 4% or $253,567 at 6%; with 50% employer match about $253,567 at 4% or $169,044 at 6%; with 100% employer match about $190,175 at 4% or $126,783 at 6%.
National Financial Group Services Inc. 401 (K) Profit Sharing Plan-6$2,143,183$91,284$15,214iApproximate average salary by contribution assumption: employee only about $380,350 at 4% or $253,567 at 6%; with 50% employer match about $253,567 at 4% or $169,044 at 6%; with 100% employer match about $190,175 at 4% or $126,783 at 6%.
202216$1,796,254$80,533$13,422iApproximate average salary by contribution assumption: employee only about $335,554 at 4% or $223,703 at 6%; with 50% employer match about $223,703 at 4% or $149,135 at 6%; with 100% employer match about $167,777 at 4% or $111,851 at 6%.
National Financial Group Services Inc. 401 (K) Profit Sharing Plan-6$1,796,254$80,533$13,422iApproximate average salary by contribution assumption: employee only about $335,554 at 4% or $223,703 at 6%; with 50% employer match about $223,703 at 4% or $149,135 at 6%; with 100% employer match about $167,777 at 4% or $111,851 at 6%.
202116$2,034,877$84,688$14,115iApproximate average salary by contribution assumption: employee only about $352,867 at 4% or $235,244 at 6%; with 50% employer match about $235,244 at 4% or $156,830 at 6%; with 100% employer match about $176,433 at 4% or $117,622 at 6%.
National Financial Group Services Inc. 401 (K) Profit Sharing Plan-6$2,034,877$84,688$14,115iApproximate average salary by contribution assumption: employee only about $352,867 at 4% or $235,244 at 6%; with 50% employer match about $235,244 at 4% or $156,830 at 6%; with 100% employer match about $176,433 at 4% or $117,622 at 6%.
202016$1,702,300$78,738$13,123iApproximate average salary by contribution assumption: employee only about $328,075 at 4% or $218,717 at 6%; with 50% employer match about $218,717 at 4% or $145,811 at 6%; with 100% employer match about $164,038 at 4% or $109,358 at 6%.
National Financial Group Services Inc. 401 (K) Profit Sharing Plan-6$1,702,300$78,738$13,123iApproximate average salary by contribution assumption: employee only about $328,075 at 4% or $218,717 at 6%; with 50% employer match about $218,717 at 4% or $145,811 at 6%; with 100% employer match about $164,038 at 4% or $109,358 at 6%.
201916$1,397,826$77,686$12,948iApproximate average salary by contribution assumption: employee only about $323,692 at 4% or $215,794 at 6%; with 50% employer match about $215,794 at 4% or $143,863 at 6%; with 100% employer match about $161,846 at 4% or $107,897 at 6%.
National Financial Group Services Inc. 401 (K) Profit Sharing Plan-6$1,397,826$77,686$12,948iApproximate average salary by contribution assumption: employee only about $323,692 at 4% or $215,794 at 6%; with 50% employer match about $215,794 at 4% or $143,863 at 6%; with 100% employer match about $161,846 at 4% or $107,897 at 6%.
201816$1,074,432$79,043$13,174iApproximate average salary by contribution assumption: employee only about $329,346 at 4% or $219,564 at 6%; with 50% employer match about $219,564 at 4% or $146,376 at 6%; with 100% employer match about $164,673 at 4% or $109,782 at 6%.
National Financial Group Services Inc. 401 (K) Profit Sharing Plan-6$1,074,432$79,043$13,174iApproximate average salary by contribution assumption: employee only about $329,346 at 4% or $219,564 at 6%; with 50% employer match about $219,564 at 4% or $146,376 at 6%; with 100% employer match about $164,673 at 4% or $109,782 at 6%.
201717$1,118,873$83,620$11,946iApproximate average salary by contribution assumption: employee only about $298,643 at 4% or $199,095 at 6%; with 50% employer match about $199,095 at 4% or $132,730 at 6%; with 100% employer match about $149,321 at 4% or $99,548 at 6%.
National Financial Group Services Inc. 401 (K) Profit Sharing Plan-7$1,118,873$83,620$11,946iApproximate average salary by contribution assumption: employee only about $298,643 at 4% or $199,095 at 6%; with 50% employer match about $199,095 at 4% or $132,730 at 6%; with 100% employer match about $149,321 at 4% or $99,548 at 6%.
201617$885,609$82,765$11,824iApproximate average salary by contribution assumption: employee only about $295,589 at 4% or $197,060 at 6%; with 50% employer match about $197,060 at 4% or $131,373 at 6%; with 100% employer match about $147,795 at 4% or $98,530 at 6%.
National Financial Group Services Inc. 401 (K) Profit Sharing Plan-7$885,609$82,765$11,824iApproximate average salary by contribution assumption: employee only about $295,589 at 4% or $197,060 at 6%; with 50% employer match about $197,060 at 4% or $131,373 at 6%; with 100% employer match about $147,795 at 4% or $98,530 at 6%.
201517$732,908$80,749$11,536iApproximate average salary by contribution assumption: employee only about $288,389 at 4% or $192,260 at 6%; with 50% employer match about $192,260 at 4% or $128,173 at 6%; with 100% employer match about $144,195 at 4% or $96,130 at 6%.
National Financial Group Services Inc. 401 (K) Profit Sharing Plan-7$732,908$80,749$11,536iApproximate average salary by contribution assumption: employee only about $288,389 at 4% or $192,260 at 6%; with 50% employer match about $192,260 at 4% or $128,173 at 6%; with 100% employer match about $144,195 at 4% or $96,130 at 6%.
201417$696,304$77,592$11,085iApproximate average salary by contribution assumption: employee only about $277,114 at 4% or $184,743 at 6%; with 50% employer match about $184,743 at 4% or $123,162 at 6%; with 100% employer match about $138,557 at 4% or $92,371 at 6%.
National Financial Group Services Inc. 401 (K) Profit Sharing Plan-7$696,304$77,592$11,085iApproximate average salary by contribution assumption: employee only about $277,114 at 4% or $184,743 at 6%; with 50% employer match about $184,743 at 4% or $123,162 at 6%; with 100% employer match about $138,557 at 4% or $92,371 at 6%.
201317$591,621$75,749$10,821iApproximate average salary by contribution assumption: employee only about $270,532 at 4% or $180,355 at 6%; with 50% employer match about $180,355 at 4% or $120,237 at 6%; with 100% employer match about $135,266 at 4% or $90,177 at 6%.
National Financial Group Services Inc. 401 (K) Profit Sharing Plan-7$591,621$75,749$10,821iApproximate average salary by contribution assumption: employee only about $270,532 at 4% or $180,355 at 6%; with 50% employer match about $180,355 at 4% or $120,237 at 6%; with 100% employer match about $135,266 at 4% or $90,177 at 6%.
201217$419,581$72,144$10,306iApproximate average salary by contribution assumption: employee only about $257,657 at 4% or $171,771 at 6%; with 50% employer match about $171,771 at 4% or $114,514 at 6%; with 100% employer match about $128,829 at 4% or $85,886 at 6%.
National Financial Group Services Inc. 401 (K) Profit Sharing Plan-7$419,581$72,144$10,306iApproximate average salary by contribution assumption: employee only about $257,657 at 4% or $171,771 at 6%; with 50% employer match about $171,771 at 4% or $114,514 at 6%; with 100% employer match about $128,829 at 4% or $85,886 at 6%.
201117$316,942$68,416$9,774iApproximate average salary by contribution assumption: employee only about $244,343 at 4% or $162,895 at 6%; with 50% employer match about $162,895 at 4% or $108,597 at 6%; with 100% employer match about $122,171 at 4% or $81,448 at 6%.
National Financial Group Services Inc. 401 (K) Profit Sharing Plan-7$316,942$68,416$9,774iApproximate average salary by contribution assumption: employee only about $244,343 at 4% or $162,895 at 6%; with 50% employer match about $162,895 at 4% or $108,597 at 6%; with 100% employer match about $122,171 at 4% or $81,448 at 6%.
201017$266,430$67,450$9,636iApproximate average salary by contribution assumption: employee only about $240,893 at 4% or $160,595 at 6%; with 50% employer match about $160,595 at 4% or $107,063 at 6%; with 100% employer match about $120,446 at 4% or $80,298 at 6%.
National Financial Group Services Inc. 401 (K) Profit Sharing Plan-7$266,430$67,450$9,636iApproximate average salary by contribution assumption: employee only about $240,893 at 4% or $160,595 at 6%; with 50% employer match about $160,595 at 4% or $107,063 at 6%; with 100% employer match about $120,446 at 4% or $80,298 at 6%.
200917$165,253$65,076$9,297iApproximate average salary by contribution assumption: employee only about $232,414 at 4% or $154,943 at 6%; with 50% employer match about $154,943 at 4% or $103,295 at 6%; with 100% employer match about $116,207 at 4% or $77,471 at 6%.
National Financial Group Services Inc. 401 (K) Profit Sharing Plan-7$165,253$65,076$9,297iApproximate average salary by contribution assumption: employee only about $232,414 at 4% or $154,943 at 6%; with 50% employer match about $154,943 at 4% or $103,295 at 6%; with 100% employer match about $116,207 at 4% or $77,471 at 6%.
200817$64,211$64,310$9,187iApproximate average salary by contribution assumption: employee only about $229,679 at 4% or $153,119 at 6%; with 50% employer match about $153,119 at 4% or $102,079 at 6%; with 100% employer match about $114,839 at 4% or $76,560 at 6%.
National Financial Group Services Inc. 401 (K) Profit Sharing Plan-7$64,211$64,310$9,187iApproximate average salary by contribution assumption: employee only about $229,679 at 4% or $153,119 at 6%; with 50% employer match about $153,119 at 4% or $102,079 at 6%; with 100% employer match about $114,839 at 4% or $76,560 at 6%.
200716$27,401$26,848$4,475iApproximate average salary by contribution assumption: employee only about $111,867 at 4% or $74,578 at 6%; with 50% employer match about $74,578 at 4% or $49,719 at 6%; with 100% employer match about $55,933 at 4% or $37,289 at 6%.
National Financial Group Services Inc. 401 (K) Profit Sharing Plan-6$27,401$26,848$4,475iApproximate average salary by contribution assumption: employee only about $111,867 at 4% or $74,578 at 6%; with 50% employer match about $74,578 at 4% or $49,719 at 6%; with 100% employer match about $55,933 at 4% or $37,289 at 6%.