Civic Intelligence

Reston Wealth Management

Plan context: Reston Wealth Management Retirement Plan

EIN 20-8237603 • Reston, VA • 11 filings • 1 plans

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

Latest Year

2018

2018 Participants

8

2018 Assets

$2,853,514

2018 Contributions

$196,067

Historical Graphs

Total Assets Over Time

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

$2,884,742$1,442,371$0200820132018YearValue
$2,853,514Latest year 2018

Participants Over Time

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

950200820132018YearValue
8Latest year 2018

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
201818$2,853,514$196,067$24,508iApproximate average salary by contribution assumption: employee only about $612,709 at 4% or $408,473 at 6%; with 50% employer match about $408,473 at 4% or $272,315 at 6%; with 100% employer match about $306,355 at 4% or $204,236 at 6%.
Reston Wealth Management Retirement Plan-8$2,853,514$196,067$24,508iApproximate average salary by contribution assumption: employee only about $612,709 at 4% or $408,473 at 6%; with 50% employer match about $408,473 at 4% or $272,315 at 6%; with 100% employer match about $306,355 at 4% or $204,236 at 6%.
201718$2,884,742$205,983$25,748iApproximate average salary by contribution assumption: employee only about $643,697 at 4% or $429,131 at 6%; with 50% employer match about $429,131 at 4% or $286,088 at 6%; with 100% employer match about $321,848 at 4% or $214,566 at 6%.
Reston Wealth Management Retirement Plan-8$2,884,742$205,983$25,748iApproximate average salary by contribution assumption: employee only about $643,697 at 4% or $429,131 at 6%; with 50% employer match about $429,131 at 4% or $286,088 at 6%; with 100% employer match about $321,848 at 4% or $214,566 at 6%.
201619$2,396,823$194,554$21,617iApproximate average salary by contribution assumption: employee only about $540,428 at 4% or $360,285 at 6%; with 50% employer match about $360,285 at 4% or $240,190 at 6%; with 100% employer match about $270,214 at 4% or $180,143 at 6%.
Reston Wealth Management Retirement Plan-9$2,396,823$194,554$21,617iApproximate average salary by contribution assumption: employee only about $540,428 at 4% or $360,285 at 6%; with 50% employer match about $360,285 at 4% or $240,190 at 6%; with 100% employer match about $270,214 at 4% or $180,143 at 6%.
201519$2,101,411$158,460$17,607iApproximate average salary by contribution assumption: employee only about $440,167 at 4% or $293,444 at 6%; with 50% employer match about $293,444 at 4% or $195,630 at 6%; with 100% employer match about $220,083 at 4% or $146,722 at 6%.
Reston Wealth Management Retirement Plan-9$2,101,411$158,460$17,607iApproximate average salary by contribution assumption: employee only about $440,167 at 4% or $293,444 at 6%; with 50% employer match about $293,444 at 4% or $195,630 at 6%; with 100% employer match about $220,083 at 4% or $146,722 at 6%.
201419$1,973,003$136,916$15,213iApproximate average salary by contribution assumption: employee only about $380,322 at 4% or $253,548 at 6%; with 50% employer match about $253,548 at 4% or $169,032 at 6%; with 100% employer match about $190,161 at 4% or $126,774 at 6%.
Reston Wealth Management Retirement Plan-9$1,973,003$136,916$15,213iApproximate average salary by contribution assumption: employee only about $380,322 at 4% or $253,548 at 6%; with 50% employer match about $253,548 at 4% or $169,032 at 6%; with 100% employer match about $190,161 at 4% or $126,774 at 6%.
201318$1,734,141$188,529$23,566iApproximate average salary by contribution assumption: employee only about $589,153 at 4% or $392,769 at 6%; with 50% employer match about $392,769 at 4% or $261,846 at 6%; with 100% employer match about $294,577 at 4% or $196,384 at 6%.
Reston Wealth Management Retirement Plan-8$1,734,141$188,529$23,566iApproximate average salary by contribution assumption: employee only about $589,153 at 4% or $392,769 at 6%; with 50% employer match about $392,769 at 4% or $261,846 at 6%; with 100% employer match about $294,577 at 4% or $196,384 at 6%.
201218$1,344,816$126,484$15,811iApproximate average salary by contribution assumption: employee only about $395,263 at 4% or $263,508 at 6%; with 50% employer match about $263,508 at 4% or $175,672 at 6%; with 100% employer match about $197,631 at 4% or $131,754 at 6%.
Reston Wealth Management Retirement Plan-8$1,344,816$126,484$15,811iApproximate average salary by contribution assumption: employee only about $395,263 at 4% or $263,508 at 6%; with 50% employer match about $263,508 at 4% or $175,672 at 6%; with 100% employer match about $197,631 at 4% or $131,754 at 6%.
201119$1,091,168$144,502$16,056iApproximate average salary by contribution assumption: employee only about $401,394 at 4% or $267,596 at 6%; with 50% employer match about $267,596 at 4% or $178,398 at 6%; with 100% employer match about $200,697 at 4% or $133,798 at 6%.
Reston Wealth Management Retirement Plan-9$1,091,168$144,502$16,056iApproximate average salary by contribution assumption: employee only about $401,394 at 4% or $267,596 at 6%; with 50% employer match about $267,596 at 4% or $178,398 at 6%; with 100% employer match about $200,697 at 4% or $133,798 at 6%.
201016$992,318$94,251$15,709iApproximate average salary by contribution assumption: employee only about $392,713 at 4% or $261,808 at 6%; with 50% employer match about $261,808 at 4% or $174,539 at 6%; with 100% employer match about $196,356 at 4% or $130,904 at 6%.
Reston Wealth Management Retirement Plan-6$992,318$94,251$15,709iApproximate average salary by contribution assumption: employee only about $392,713 at 4% or $261,808 at 6%; with 50% employer match about $261,808 at 4% or $174,539 at 6%; with 100% employer match about $196,356 at 4% or $130,904 at 6%.
200915$797,041$85,991$17,198iApproximate average salary by contribution assumption: employee only about $429,955 at 4% or $286,637 at 6%; with 50% employer match about $286,637 at 4% or $191,091 at 6%; with 100% employer match about $214,978 at 4% or $143,318 at 6%.
Reston Wealth Management Retirement Plan-5$797,041$85,991$17,198iApproximate average salary by contribution assumption: employee only about $429,955 at 4% or $286,637 at 6%; with 50% employer match about $286,637 at 4% or $191,091 at 6%; with 100% employer match about $214,978 at 4% or $143,318 at 6%.
200815$646,873$54,776$10,955iApproximate average salary by contribution assumption: employee only about $273,880 at 4% or $182,587 at 6%; with 50% employer match about $182,587 at 4% or $121,724 at 6%; with 100% employer match about $136,940 at 4% or $91,293 at 6%.
Reston Wealth Management Retirement Plan-5$646,873$54,776$10,955iApproximate average salary by contribution assumption: employee only about $273,880 at 4% or $182,587 at 6%; with 50% employer match about $182,587 at 4% or $121,724 at 6%; with 100% employer match about $136,940 at 4% or $91,293 at 6%.