Civic Intelligence

National Asset Direct Inc.

Plan context: National Asset Direct Retirement Savings Plan

EIN 20-5621587 • 24 filings • 4 plans

Current Snapshot

Latest Year

2023

2023 Participants

107

2023 Assets

$6,554,295

2023 Contributions

$592,227

Historical Graphs

Total Assets Over Time

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

$8,036,107$4,018,054$0201020162022YearValue
$6,554,295Latest year 2022

Participants Over Time

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

2541270201020162022YearValue
107Latest year 2022

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
202310$0$0-
National Asset Direct Inc. Employee Benefits Plan-0---
20222107$6,554,295$592,227$5,535iApproximate average salary by contribution assumption: employee only about $138,371 at 4% or $92,247 at 6%; with 50% employer match about $92,247 at 4% or $61,498 at 6%; with 100% employer match about $69,185 at 4% or $46,124 at 6%.
National Asset Direct Retirement Savings Plan-107$6,554,295$592,227$5,535iApproximate average salary by contribution assumption: employee only about $138,371 at 4% or $92,247 at 6%; with 50% employer match about $92,247 at 4% or $61,498 at 6%; with 100% employer match about $69,185 at 4% or $46,124 at 6%.
National Asset Direct Inc. Employee Benefits Plan-105---
20212152$8,036,107$863,885$5,683iApproximate average salary by contribution assumption: employee only about $142,086 at 4% or $94,724 at 6%; with 50% employer match about $94,724 at 4% or $63,149 at 6%; with 100% employer match about $71,043 at 4% or $47,362 at 6%.
National Asset Direct Retirement Savings Plan-152$8,036,107$863,885$5,683iApproximate average salary by contribution assumption: employee only about $142,086 at 4% or $94,724 at 6%; with 50% employer match about $94,724 at 4% or $63,149 at 6%; with 100% employer match about $71,043 at 4% or $47,362 at 6%.
National Asset Direct Inc. Employee Benefits Plan-150---
20202144$6,822,819$791,092$5,494iApproximate average salary by contribution assumption: employee only about $137,342 at 4% or $91,562 at 6%; with 50% employer match about $91,562 at 4% or $61,041 at 6%; with 100% employer match about $68,671 at 4% or $45,781 at 6%.
National Asset Direct Retirement Savings Plan-144$6,822,819$791,092$5,494iApproximate average salary by contribution assumption: employee only about $137,342 at 4% or $91,562 at 6%; with 50% employer match about $91,562 at 4% or $61,041 at 6%; with 100% employer match about $68,671 at 4% or $45,781 at 6%.
National Asset Direct Inc. Employee Benefits Plan-142---
20192121$5,486,517$583,323$4,821iApproximate average salary by contribution assumption: employee only about $120,521 at 4% or $80,348 at 6%; with 50% employer match about $80,348 at 4% or $53,565 at 6%; with 100% employer match about $60,261 at 4% or $40,174 at 6%.
National Asset Direct Retirement Savings Plan-121$5,486,517$583,323$4,821iApproximate average salary by contribution assumption: employee only about $120,521 at 4% or $80,348 at 6%; with 50% employer match about $80,348 at 4% or $53,565 at 6%; with 100% employer match about $60,261 at 4% or $40,174 at 6%.
National Asset Direct Inc. Employee Benefits Plan-118---
20182145$4,426,041$589,661$4,067iApproximate average salary by contribution assumption: employee only about $101,666 at 4% or $67,777 at 6%; with 50% employer match about $67,777 at 4% or $45,185 at 6%; with 100% employer match about $50,833 at 4% or $33,889 at 6%.
National Asset Direct Retirement Savings Plan-145$4,426,041$589,661$4,067iApproximate average salary by contribution assumption: employee only about $101,666 at 4% or $67,777 at 6%; with 50% employer match about $67,777 at 4% or $45,185 at 6%; with 100% employer match about $50,833 at 4% or $33,889 at 6%.
National Asset Direct Inc. Employee Benefits Plan-92---
20172181$5,275,576$736,666$4,070iApproximate average salary by contribution assumption: employee only about $101,749 at 4% or $67,833 at 6%; with 50% employer match about $67,833 at 4% or $45,222 at 6%; with 100% employer match about $50,875 at 4% or $33,916 at 6%.
National Asset Direct Retirement Savings Plan-181$5,275,576$736,666$4,070iApproximate average salary by contribution assumption: employee only about $101,749 at 4% or $67,833 at 6%; with 50% employer match about $67,833 at 4% or $45,222 at 6%; with 100% employer match about $50,875 at 4% or $33,916 at 6%.
National Asset Direct Inc. Employee Benefits Plan-181---
20162209$5,000,512$798,044$3,818iApproximate average salary by contribution assumption: employee only about $95,460 at 4% or $63,640 at 6%; with 50% employer match about $63,640 at 4% or $42,427 at 6%; with 100% employer match about $47,730 at 4% or $31,820 at 6%.
National Asset Direct Retirement Savings Plan-209$5,000,512$798,044$3,818iApproximate average salary by contribution assumption: employee only about $95,460 at 4% or $63,640 at 6%; with 50% employer match about $63,640 at 4% or $42,427 at 6%; with 100% employer match about $47,730 at 4% or $31,820 at 6%.
National Asset Direct Inc. Employee Benefits Plan-130---
20152209$4,309,321$965,127$4,618iApproximate average salary by contribution assumption: employee only about $115,446 at 4% or $76,964 at 6%; with 50% employer match about $76,964 at 4% or $51,309 at 6%; with 100% employer match about $57,723 at 4% or $38,482 at 6%.
National Asset Direct Retirement Savings Plan-209$4,309,321$965,127$4,618iApproximate average salary by contribution assumption: employee only about $115,446 at 4% or $76,964 at 6%; with 50% employer match about $76,964 at 4% or $51,309 at 6%; with 100% employer match about $57,723 at 4% or $38,482 at 6%.
National Asset Direct Inc. Employee Benefits Plan-188---
20142205$3,660,158$627,542$3,061iApproximate average salary by contribution assumption: employee only about $76,530 at 4% or $51,020 at 6%; with 50% employer match about $51,020 at 4% or $34,013 at 6%; with 100% employer match about $38,265 at 4% or $25,510 at 6%.
National Asset Direct Retirement Savings Plan-205$3,660,158$627,542$3,061iApproximate average salary by contribution assumption: employee only about $76,530 at 4% or $51,020 at 6%; with 50% employer match about $51,020 at 4% or $34,013 at 6%; with 100% employer match about $38,265 at 4% or $25,510 at 6%.
National Asset Direct Inc. Employee Benefits Plan-165---
20132254$3,476,735$605,692$2,385iApproximate average salary by contribution assumption: employee only about $59,615 at 4% or $39,744 at 6%; with 50% employer match about $39,744 at 4% or $26,496 at 6%; with 100% employer match about $29,808 at 4% or $19,872 at 6%.
National Asset Direct Retirement Savings Plan-214$3,476,735$605,692$2,830iApproximate average salary by contribution assumption: employee only about $70,758 at 4% or $47,172 at 6%; with 50% employer match about $47,172 at 4% or $31,448 at 6%; with 100% employer match about $35,379 at 4% or $23,586 at 6%.
National Asset Direct Inc. Employee Benefits Plan-254---
20121186$2,807,291$678,713$3,649iApproximate average salary by contribution assumption: employee only about $91,225 at 4% or $60,817 at 6%; with 50% employer match about $60,817 at 4% or $40,544 at 6%; with 100% employer match about $45,612 at 4% or $30,408 at 6%.
National Asset Direct Retirement Savings Plan-186$2,807,291$678,713$3,649iApproximate average salary by contribution assumption: employee only about $91,225 at 4% or $60,817 at 6%; with 50% employer match about $60,817 at 4% or $40,544 at 6%; with 100% employer match about $45,612 at 4% or $30,408 at 6%.
20111132$2,782,826$1,255,118$9,508iApproximate average salary by contribution assumption: employee only about $237,712 at 4% or $158,474 at 6%; with 50% employer match about $158,474 at 4% or $105,650 at 6%; with 100% employer match about $118,856 at 4% or $79,237 at 6%.
National Asset Direct Retirement Savings Plan-132$2,782,826$1,255,118$9,508iApproximate average salary by contribution assumption: employee only about $237,712 at 4% or $158,474 at 6%; with 50% employer match about $158,474 at 4% or $105,650 at 6%; with 100% employer match about $118,856 at 4% or $79,237 at 6%.
20101146$2,011,909$915,253$6,269iApproximate average salary by contribution assumption: employee only about $156,721 at 4% or $104,481 at 6%; with 50% employer match about $104,481 at 4% or $69,654 at 6%; with 100% employer match about $78,361 at 4% or $52,240 at 6%.
National Asset Direct Retirement Savings Plan-146$2,011,909$915,253$6,269iApproximate average salary by contribution assumption: employee only about $156,721 at 4% or $104,481 at 6%; with 50% employer match about $104,481 at 4% or $69,654 at 6%; with 100% employer match about $78,361 at 4% or $52,240 at 6%.