Civic Intelligence

Sentinel Wealth Management Inc.

Plan context: Sentinel Wealth Management Inc. Cash Balance Plan

EIN 22-3860643 • Reston, VA • 23 filings • 8 plans

11710 Plaza America DriveSuite 130Reston, VA 20190
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$330,622

2024 Contributions

$330,473

Historical Graphs

Total Assets Over Time

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

$2,469,916$1,234,958$0200720152024YearValue
$330,622Latest year 2024

Participants Over Time

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

530200720152024YearValue
3Latest 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
202423$330,622$330,473$110,158iApproximate average salary by contribution assumption: employee only about $2,753,942 at 4% or $1,835,961 at 6%; with 50% employer match about $1,835,961 at 4% or $1,223,974 at 6%; with 100% employer match about $1,376,971 at 4% or $917,981 at 6%.
Sentinel Wealth Management Inc. Cash Balance Plan-2$275,500$275,500$137,750iApproximate average salary by contribution assumption: employee only about $3,443,750 at 4% or $2,295,833 at 6%; with 50% employer match about $2,295,833 at 4% or $1,530,556 at 6%; with 100% employer match about $1,721,875 at 4% or $1,147,917 at 6%.
Sentinel Wealth Management Inc. 401(K) Plan-3$55,122$54,973$18,324iApproximate average salary by contribution assumption: employee only about $458,108 at 4% or $305,406 at 6%; with 50% employer match about $305,406 at 4% or $203,604 at 6%; with 100% employer match about $229,054 at 4% or $152,703 at 6%.
202143$2,469,916$467,316$155,772iApproximate average salary by contribution assumption: employee only about $3,894,300 at 4% or $2,596,200 at 6%; with 50% employer match about $2,596,200 at 4% or $1,730,800 at 6%; with 100% employer match about $1,947,150 at 4% or $1,298,100 at 6%.
Sentinel Wealth Management Inc. 401(K) P/S Plan-3$1,828,478$88,074$29,358iApproximate average salary by contribution assumption: employee only about $733,950 at 4% or $489,300 at 6%; with 50% employer match about $489,300 at 4% or $326,200 at 6%; with 100% employer match about $366,975 at 4% or $244,650 at 6%.
SENTINEL WEALTH MANAGEMENT, INC. CASH BALANCE PLAN-2$641,438$98,938$49,469iApproximate average salary by contribution assumption: employee only about $1,236,725 at 4% or $824,483 at 6%; with 50% employer match about $824,483 at 4% or $549,656 at 6%; with 100% employer match about $618,363 at 4% or $412,242 at 6%.
SENTINEL WEALTH MANAGEMENT, INC. CASH BALANCE PLAN - 2022-0$0$224,100-
Sentinel Wealth Management Inc. 401(K) P/S Plan-0$0$56,204-
202025$1,841,618$186,290$37,258iApproximate average salary by contribution assumption: employee only about $931,450 at 4% or $620,967 at 6%; with 50% employer match about $620,967 at 4% or $413,978 at 6%; with 100% employer match about $465,725 at 4% or $310,483 at 6%.
Sentinel Wealth Management Inc. 401(K) P/S Plan-5$1,416,142$86,290$17,258iApproximate average salary by contribution assumption: employee only about $431,450 at 4% or $287,633 at 6%; with 50% employer match about $287,633 at 4% or $191,756 at 6%; with 100% employer match about $215,725 at 4% or $143,817 at 6%.
SENTINEL WEALTH MANAGEMENT, INC. CASH BALANCE PLAN-2$425,476$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201922$1,529,284$240,028$120,014iApproximate average salary by contribution assumption: employee only about $3,000,350 at 4% or $2,000,233 at 6%; with 50% employer match about $2,000,233 at 4% or $1,333,489 at 6%; with 100% employer match about $1,500,175 at 4% or $1,000,117 at 6%.
Sentinel Wealth Management Inc. 401(K) P/S Plan-0$1,253,686$115,228-
SENTINEL WEALTH MANAGEMENT, INC. CASH BALANCE PLAN-2$275,598$124,800$62,400iApproximate average salary by contribution assumption: employee only about $1,560,000 at 4% or $1,040,000 at 6%; with 50% employer match about $1,040,000 at 4% or $693,333 at 6%; with 100% employer match about $780,000 at 4% or $520,000 at 6%.
201825$1,134,783$245,740$49,148iApproximate average salary by contribution assumption: employee only about $1,228,700 at 4% or $819,133 at 6%; with 50% employer match about $819,133 at 4% or $546,089 at 6%; with 100% employer match about $614,350 at 4% or $409,567 at 6%.
Sentinel Wealth Management Inc. 401(K) P/S Plan-5$1,015,536$120,740$24,148iApproximate average salary by contribution assumption: employee only about $603,700 at 4% or $402,467 at 6%; with 50% employer match about $402,467 at 4% or $268,311 at 6%; with 100% employer match about $301,850 at 4% or $201,233 at 6%.
SENTINEL WEALTH MANAGEMENT, INC. CASH BALANCE PLAN-2$119,247$125,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
201715$1,025,163$89,270$17,854iApproximate average salary by contribution assumption: employee only about $446,350 at 4% or $297,567 at 6%; with 50% employer match about $297,567 at 4% or $198,378 at 6%; with 100% employer match about $223,175 at 4% or $148,783 at 6%.
Sentinel Wealth Management Inc. 401(K) P/S Plan-5$1,025,163$89,270$17,854iApproximate average salary by contribution assumption: employee only about $446,350 at 4% or $297,567 at 6%; with 50% employer match about $297,567 at 4% or $198,378 at 6%; with 100% employer match about $223,175 at 4% or $148,783 at 6%.
201615$771,858$73,837$14,767iApproximate average salary by contribution assumption: employee only about $369,185 at 4% or $246,123 at 6%; with 50% employer match about $246,123 at 4% or $164,082 at 6%; with 100% employer match about $184,593 at 4% or $123,062 at 6%.
Sentinel Wealth Management Inc. 401(K) P/S Plan-5$771,858$73,837$14,767iApproximate average salary by contribution assumption: employee only about $369,185 at 4% or $246,123 at 6%; with 50% employer match about $246,123 at 4% or $164,082 at 6%; with 100% employer match about $184,593 at 4% or $123,062 at 6%.
201515$615,207$69,102$13,820iApproximate average salary by contribution assumption: employee only about $345,510 at 4% or $230,340 at 6%; with 50% employer match about $230,340 at 4% or $153,560 at 6%; with 100% employer match about $172,755 at 4% or $115,170 at 6%.
Sentinel Wealth Management Inc. 401(K) P/S Plan-5$615,207$69,102$13,820iApproximate average salary by contribution assumption: employee only about $345,510 at 4% or $230,340 at 6%; with 50% employer match about $230,340 at 4% or $153,560 at 6%; with 100% employer match about $172,755 at 4% or $115,170 at 6%.
201415$1,200,347$69,686$13,937iApproximate average salary by contribution assumption: employee only about $348,430 at 4% or $232,287 at 6%; with 50% employer match about $232,287 at 4% or $154,858 at 6%; with 100% employer match about $174,215 at 4% or $116,143 at 6%.
Sentinel Wealth Management Inc. 401(K) P/S Plan-5$1,200,347$69,686$13,937iApproximate average salary by contribution assumption: employee only about $348,430 at 4% or $232,287 at 6%; with 50% employer match about $232,287 at 4% or $154,858 at 6%; with 100% employer match about $174,215 at 4% or $116,143 at 6%.
201314$1,070,660$56,016$14,004iApproximate average salary by contribution assumption: employee only about $350,100 at 4% or $233,400 at 6%; with 50% employer match about $233,400 at 4% or $155,600 at 6%; with 100% employer match about $175,050 at 4% or $116,700 at 6%.
Sentinel Wealth Management Inc. 401(K) P/S Plan-4$1,070,660$56,016$14,004iApproximate average salary by contribution assumption: employee only about $350,100 at 4% or $233,400 at 6%; with 50% employer match about $233,400 at 4% or $155,600 at 6%; with 100% employer match about $175,050 at 4% or $116,700 at 6%.
201214$841,614$55,810$13,953iApproximate average salary by contribution assumption: employee only about $348,813 at 4% or $232,542 at 6%; with 50% employer match about $232,542 at 4% or $155,028 at 6%; with 100% employer match about $174,406 at 4% or $116,271 at 6%.
Sentinel Wealth Management Inc. 401(K) P/S Plan-4$841,614$55,810$13,953iApproximate average salary by contribution assumption: employee only about $348,813 at 4% or $232,542 at 6%; with 50% employer match about $232,542 at 4% or $155,028 at 6%; with 100% employer match about $174,406 at 4% or $116,271 at 6%.
201114$687,107$374,566$93,642iApproximate average salary by contribution assumption: employee only about $2,341,038 at 4% or $1,560,692 at 6%; with 50% employer match about $1,560,692 at 4% or $1,040,461 at 6%; with 100% employer match about $1,170,519 at 4% or $780,346 at 6%.
Sentinel Wealth Management Inc. 401(K) P/S Plan-4$687,107$374,566$93,642iApproximate average salary by contribution assumption: employee only about $2,341,038 at 4% or $1,560,692 at 6%; with 50% employer match about $1,560,692 at 4% or $1,040,461 at 6%; with 100% employer match about $1,170,519 at 4% or $780,346 at 6%.
201013$345,935$50,620$16,873iApproximate average salary by contribution assumption: employee only about $421,833 at 4% or $281,222 at 6%; with 50% employer match about $281,222 at 4% or $187,481 at 6%; with 100% employer match about $210,917 at 4% or $140,611 at 6%.
Sentinel Wealth Management Inc. 401(K) P/S Plan-3$345,935$50,620$16,873iApproximate average salary by contribution assumption: employee only about $421,833 at 4% or $281,222 at 6%; with 50% employer match about $281,222 at 4% or $187,481 at 6%; with 100% employer match about $210,917 at 4% or $140,611 at 6%.
200913$245,731$82,880$27,627iApproximate average salary by contribution assumption: employee only about $690,667 at 4% or $460,444 at 6%; with 50% employer match about $460,444 at 4% or $306,963 at 6%; with 100% employer match about $345,333 at 4% or $230,222 at 6%.
Sentinel Wealth Management Inc. 401(K) P/S Plan-3$245,731$82,880$27,627iApproximate average salary by contribution assumption: employee only about $690,667 at 4% or $460,444 at 6%; with 50% employer match about $460,444 at 4% or $306,963 at 6%; with 100% employer match about $345,333 at 4% or $230,222 at 6%.
200813$114,941$83,450$27,817iApproximate average salary by contribution assumption: employee only about $695,417 at 4% or $463,611 at 6%; with 50% employer match about $463,611 at 4% or $309,074 at 6%; with 100% employer match about $347,708 at 4% or $231,806 at 6%.
Sentinel Wealth Management Inc. 401(K) P/S Plan-3$114,941$83,450$27,817iApproximate average salary by contribution assumption: employee only about $695,417 at 4% or $463,611 at 6%; with 50% employer match about $463,611 at 4% or $309,074 at 6%; with 100% employer match about $347,708 at 4% or $231,806 at 6%.
200713$78,324$79,999$26,666iApproximate average salary by contribution assumption: employee only about $666,658 at 4% or $444,439 at 6%; with 50% employer match about $444,439 at 4% or $296,293 at 6%; with 100% employer match about $333,329 at 4% or $222,219 at 6%.
Sentinel Wealth Management Inc. 401(K) P/S Plan-3$78,324$79,999$26,666iApproximate average salary by contribution assumption: employee only about $666,658 at 4% or $444,439 at 6%; with 50% employer match about $444,439 at 4% or $296,293 at 6%; with 100% employer match about $333,329 at 4% or $222,219 at 6%.