Civic Intelligence

Mindset Direct LLC

Plan context: Mindset Direct LLC 401(K) Plan

EIN 20-2787259 • Reston, VA • 20 filings • 5 plans

11710 Plaza America Drive, Ste 800Reston, VA 20191
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$3,291,413

2024 Contributions

$464,512

Historical Graphs

Total Assets Over Time

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

$3,291,413$1,645,707$0200920172024YearValue
$3,291,413Latest year 2024

Participants Over Time

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

36180200820172024YearValue
36Latest 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
2024136$3,291,413$464,512$12,903iApproximate average salary by contribution assumption: employee only about $322,578 at 4% or $215,052 at 6%; with 50% employer match about $215,052 at 4% or $143,368 at 6%; with 100% employer match about $161,289 at 4% or $107,526 at 6%.
Mindset Direct LLC 401(K) Plan-36$3,291,413$464,512$12,903iApproximate average salary by contribution assumption: employee only about $322,578 at 4% or $215,052 at 6%; with 50% employer match about $215,052 at 4% or $143,368 at 6%; with 100% employer match about $161,289 at 4% or $107,526 at 6%.
2023129$2,397,504$276,943$9,550iApproximate average salary by contribution assumption: employee only about $238,744 at 4% or $159,163 at 6%; with 50% employer match about $159,163 at 4% or $106,108 at 6%; with 100% employer match about $119,372 at 4% or $79,581 at 6%.
Mindset Direct LLC 401(K) Plan-29$2,397,504$276,943$9,550iApproximate average salary by contribution assumption: employee only about $238,744 at 4% or $159,163 at 6%; with 50% employer match about $159,163 at 4% or $106,108 at 6%; with 100% employer match about $119,372 at 4% or $79,581 at 6%.
2022126$1,727,268$228,718$8,797iApproximate average salary by contribution assumption: employee only about $219,921 at 4% or $146,614 at 6%; with 50% employer match about $146,614 at 4% or $97,743 at 6%; with 100% employer match about $109,961 at 4% or $73,307 at 6%.
Mindset Direct LLC 401(K) Plan-26$1,727,268$228,718$8,797iApproximate average salary by contribution assumption: employee only about $219,921 at 4% or $146,614 at 6%; with 50% employer match about $146,614 at 4% or $97,743 at 6%; with 100% employer match about $109,961 at 4% or $73,307 at 6%.
2021123$1,937,779$270,032$11,741iApproximate average salary by contribution assumption: employee only about $293,513 at 4% or $195,675 at 6%; with 50% employer match about $195,675 at 4% or $130,450 at 6%; with 100% employer match about $146,757 at 4% or $97,838 at 6%.
Mindset Direct LLC 401(K) Plan-23$1,937,779$270,032$11,741iApproximate average salary by contribution assumption: employee only about $293,513 at 4% or $195,675 at 6%; with 50% employer match about $195,675 at 4% or $130,450 at 6%; with 100% employer match about $146,757 at 4% or $97,838 at 6%.
2020118$1,528,323$180,255$10,014iApproximate average salary by contribution assumption: employee only about $250,354 at 4% or $166,903 at 6%; with 50% employer match about $166,903 at 4% or $111,269 at 6%; with 100% employer match about $125,177 at 4% or $83,451 at 6%.
Mindset Direct LLC 401(K) Plan-18$1,528,323$180,255$10,014iApproximate average salary by contribution assumption: employee only about $250,354 at 4% or $166,903 at 6%; with 50% employer match about $166,903 at 4% or $111,269 at 6%; with 100% employer match about $125,177 at 4% or $83,451 at 6%.
2019116$1,326,242$324,041$20,253iApproximate average salary by contribution assumption: employee only about $506,314 at 4% or $337,543 at 6%; with 50% employer match about $337,543 at 4% or $225,028 at 6%; with 100% employer match about $253,157 at 4% or $168,771 at 6%.
Mindset Direct LLC 401(K) Plan-16$1,326,242$324,041$20,253iApproximate average salary by contribution assumption: employee only about $506,314 at 4% or $337,543 at 6%; with 50% employer match about $337,543 at 4% or $225,028 at 6%; with 100% employer match about $253,157 at 4% or $168,771 at 6%.
2018112$810,628$83,591$6,966iApproximate average salary by contribution assumption: employee only about $174,148 at 4% or $116,099 at 6%; with 50% employer match about $116,099 at 4% or $77,399 at 6%; with 100% employer match about $87,074 at 4% or $58,049 at 6%.
Mindset Direct LLC 401(K) Plan-12$810,628$83,591$6,966iApproximate average salary by contribution assumption: employee only about $174,148 at 4% or $116,099 at 6%; with 50% employer match about $116,099 at 4% or $77,399 at 6%; with 100% employer match about $87,074 at 4% or $58,049 at 6%.
2017214$828,769$135,571$9,684iApproximate average salary by contribution assumption: employee only about $242,091 at 4% or $161,394 at 6%; with 50% employer match about $161,394 at 4% or $107,596 at 6%; with 100% employer match about $121,046 at 4% or $80,697 at 6%.
Mindset Direct LLC 401(K) Plan-14$828,769$135,571$9,684iApproximate average salary by contribution assumption: employee only about $242,091 at 4% or $161,394 at 6%; with 50% employer match about $161,394 at 4% or $107,596 at 6%; with 100% employer match about $121,046 at 4% or $80,697 at 6%.
MINDSET DIRECT, LLC CASH BALANCE PLAN-0$0$0-
2016213$1,005,778$270,227$20,787iApproximate average salary by contribution assumption: employee only about $519,667 at 4% or $346,445 at 6%; with 50% employer match about $346,445 at 4% or $230,963 at 6%; with 100% employer match about $259,834 at 4% or $173,222 at 6%.
Mindset Direct LLC 401(K) Plan-13$648,730$157,227$12,094iApproximate average salary by contribution assumption: employee only about $302,360 at 4% or $201,573 at 6%; with 50% employer match about $201,573 at 4% or $134,382 at 6%; with 100% employer match about $151,180 at 4% or $100,787 at 6%.
MINDSET DIRECT, LLC CASH BALANCE PLAN-9$357,048$113,000$12,556iApproximate average salary by contribution assumption: employee only about $313,889 at 4% or $209,259 at 6%; with 50% employer match about $209,259 at 4% or $139,506 at 6%; with 100% employer match about $156,944 at 4% or $104,630 at 6%.
2015210$697,888$257,467$25,747iApproximate average salary by contribution assumption: employee only about $643,668 at 4% or $429,112 at 6%; with 50% employer match about $429,112 at 4% or $286,074 at 6%; with 100% employer match about $321,834 at 4% or $214,556 at 6%.
Mindset Direct LLC 401(K) Plan-10$465,387$138,049$13,805iApproximate average salary by contribution assumption: employee only about $345,123 at 4% or $230,082 at 6%; with 50% employer match about $230,082 at 4% or $153,388 at 6%; with 100% employer match about $172,561 at 4% or $115,041 at 6%.
MINDSET DIRECT, LLC CASH BALANCE PLAN-6$232,501$119,418$19,903iApproximate average salary by contribution assumption: employee only about $497,575 at 4% or $331,717 at 6%; with 50% employer match about $331,717 at 4% or $221,144 at 6%; with 100% employer match about $248,788 at 4% or $165,858 at 6%.
201428$552,039$233,309$29,164iApproximate average salary by contribution assumption: employee only about $729,091 at 4% or $486,060 at 6%; with 50% employer match about $486,060 at 4% or $324,040 at 6%; with 100% employer match about $364,545 at 4% or $243,030 at 6%.
Mindset Direct LLC 401(K) Plan-8$440,965$122,235$15,279iApproximate average salary by contribution assumption: employee only about $381,984 at 4% or $254,656 at 6%; with 50% employer match about $254,656 at 4% or $169,771 at 6%; with 100% employer match about $190,992 at 4% or $127,328 at 6%.
MINDSET DIRECT, LLC CASH BALANCE PLAN-7$111,074$111,074$15,868iApproximate average salary by contribution assumption: employee only about $396,693 at 4% or $264,462 at 6%; with 50% employer match about $264,462 at 4% or $176,308 at 6%; with 100% employer match about $198,346 at 4% or $132,231 at 6%.
201316$298,241$123,276$20,546iApproximate average salary by contribution assumption: employee only about $513,650 at 4% or $342,433 at 6%; with 50% employer match about $342,433 at 4% or $228,289 at 6%; with 100% employer match about $256,825 at 4% or $171,217 at 6%.
Mindset Direct LLC 401(K) Plan-6$298,241$123,276$20,546iApproximate average salary by contribution assumption: employee only about $513,650 at 4% or $342,433 at 6%; with 50% employer match about $342,433 at 4% or $228,289 at 6%; with 100% employer match about $256,825 at 4% or $171,217 at 6%.
201216$144,271$100,534$16,756iApproximate average salary by contribution assumption: employee only about $418,892 at 4% or $279,261 at 6%; with 50% employer match about $279,261 at 4% or $186,174 at 6%; with 100% employer match about $209,446 at 4% or $139,631 at 6%.
Mindset Direct LLC 401(K) Plan-6$144,271$100,534$16,756iApproximate average salary by contribution assumption: employee only about $418,892 at 4% or $279,261 at 6%; with 50% employer match about $279,261 at 4% or $186,174 at 6%; with 100% employer match about $209,446 at 4% or $139,631 at 6%.
201113$38,025$38,025$12,675iApproximate average salary by contribution assumption: employee only about $316,875 at 4% or $211,250 at 6%; with 50% employer match about $211,250 at 4% or $140,833 at 6%; with 100% employer match about $158,438 at 4% or $105,625 at 6%.
Mindset Direct LLC 401(K) Plan-3$38,025$38,025$12,675iApproximate average salary by contribution assumption: employee only about $316,875 at 4% or $211,250 at 6%; with 50% employer match about $211,250 at 4% or $140,833 at 6%; with 100% employer match about $158,438 at 4% or $105,625 at 6%.
200914$82,783$52,468$13,117iApproximate average salary by contribution assumption: employee only about $327,925 at 4% or $218,617 at 6%; with 50% employer match about $218,617 at 4% or $145,744 at 6%; with 100% employer match about $163,963 at 4% or $109,308 at 6%.
Mindset Direct LLC 401(K) Plan-4$82,783$52,468$13,117iApproximate average salary by contribution assumption: employee only about $327,925 at 4% or $218,617 at 6%; with 50% employer match about $218,617 at 4% or $145,744 at 6%; with 100% employer match about $163,963 at 4% or $109,308 at 6%.
200813$0$0-
Mindset Direct LLC 401(K) Plan-3---