Civic Intelligence

Potomac Financial Private Client Group LLC

Plan context: Potomac Financial Private Client Group LLC Retirement Trust

EIN 26-2091016 • Reston, VA • 11 filings • 1 plans

11130 Sunrise Valley DrSuite 130Reston, VA 20191
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$2,093,368

2025 Contributions

$463,085

Historical Graphs

Total Assets Over Time

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

$2,093,368$1,046,684$0201520202025YearValue
$2,093,368Latest year 2025

Participants Over Time

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

1370201520202025YearValue
13Latest year 2025

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
2025113$2,093,368$463,085$35,622iApproximate average salary by contribution assumption: employee only about $890,548 at 4% or $593,699 at 6%; with 50% employer match about $593,699 at 4% or $395,799 at 6%; with 100% employer match about $445,274 at 4% or $296,849 at 6%.
Potomac Financial Private Client Group LLC Retirement Trust-13$2,093,368$463,085$35,622iApproximate average salary by contribution assumption: employee only about $890,548 at 4% or $593,699 at 6%; with 50% employer match about $593,699 at 4% or $395,799 at 6%; with 100% employer match about $445,274 at 4% or $296,849 at 6%.
202419$1,386,409$303,869$33,763iApproximate average salary by contribution assumption: employee only about $844,081 at 4% or $562,720 at 6%; with 50% employer match about $562,720 at 4% or $375,147 at 6%; with 100% employer match about $422,040 at 4% or $281,360 at 6%.
Potomac Financial Private Client Group LLC Retirement Trust-9$1,386,409$303,869$33,763iApproximate average salary by contribution assumption: employee only about $844,081 at 4% or $562,720 at 6%; with 50% employer match about $562,720 at 4% or $375,147 at 6%; with 100% employer match about $422,040 at 4% or $281,360 at 6%.
2023112$925,364$282,815$23,568iApproximate average salary by contribution assumption: employee only about $589,198 at 4% or $392,799 at 6%; with 50% employer match about $392,799 at 4% or $261,866 at 6%; with 100% employer match about $294,599 at 4% or $196,399 at 6%.
Potomac Financial Private Client Group LLC Retirement Trust-12$925,364$282,815$23,568iApproximate average salary by contribution assumption: employee only about $589,198 at 4% or $392,799 at 6%; with 50% employer match about $392,799 at 4% or $261,866 at 6%; with 100% employer match about $294,599 at 4% or $196,399 at 6%.
2022110$505,932$256,607$25,661iApproximate average salary by contribution assumption: employee only about $641,518 at 4% or $427,678 at 6%; with 50% employer match about $427,678 at 4% or $285,119 at 6%; with 100% employer match about $320,759 at 4% or $213,839 at 6%.
Potomac Financial Private Client Group LLC Retirement Trust-10$505,932$256,607$25,661iApproximate average salary by contribution assumption: employee only about $641,518 at 4% or $427,678 at 6%; with 50% employer match about $427,678 at 4% or $285,119 at 6%; with 100% employer match about $320,759 at 4% or $213,839 at 6%.
202119$329,557$121,585$13,509iApproximate average salary by contribution assumption: employee only about $337,736 at 4% or $225,157 at 6%; with 50% employer match about $225,157 at 4% or $150,105 at 6%; with 100% employer match about $168,868 at 4% or $112,579 at 6%.
Potomac Financial Private Client Group LLC Retirement Trust-9$329,557$121,585$13,509iApproximate average salary by contribution assumption: employee only about $337,736 at 4% or $225,157 at 6%; with 50% employer match about $225,157 at 4% or $150,105 at 6%; with 100% employer match about $168,868 at 4% or $112,579 at 6%.
202016$173,761$87,666$14,611iApproximate average salary by contribution assumption: employee only about $365,275 at 4% or $243,517 at 6%; with 50% employer match about $243,517 at 4% or $162,344 at 6%; with 100% employer match about $182,638 at 4% or $121,758 at 6%.
Potomac Financial Private Client Group LLC Retirement Trust-6$173,761$87,666$14,611iApproximate average salary by contribution assumption: employee only about $365,275 at 4% or $243,517 at 6%; with 50% employer match about $243,517 at 4% or $162,344 at 6%; with 100% employer match about $182,638 at 4% or $121,758 at 6%.
201919$224,412$63,063$7,007iApproximate average salary by contribution assumption: employee only about $175,175 at 4% or $116,783 at 6%; with 50% employer match about $116,783 at 4% or $77,856 at 6%; with 100% employer match about $87,588 at 4% or $58,392 at 6%.
Potomac Financial Private Client Group LLC Retirement Trust-9$224,412$63,063$7,007iApproximate average salary by contribution assumption: employee only about $175,175 at 4% or $116,783 at 6%; with 50% employer match about $116,783 at 4% or $77,856 at 6%; with 100% employer match about $87,588 at 4% or $58,392 at 6%.
201819$131,999$50,046$5,561iApproximate average salary by contribution assumption: employee only about $139,017 at 4% or $92,678 at 6%; with 50% employer match about $92,678 at 4% or $61,785 at 6%; with 100% employer match about $69,508 at 4% or $46,339 at 6%.
Potomac Financial Private Client Group LLC Retirement Trust-9$131,999$50,046$5,561iApproximate average salary by contribution assumption: employee only about $139,017 at 4% or $92,678 at 6%; with 50% employer match about $92,678 at 4% or $61,785 at 6%; with 100% employer match about $69,508 at 4% or $46,339 at 6%.
201717$138,862$28,306$4,044iApproximate average salary by contribution assumption: employee only about $101,093 at 4% or $67,395 at 6%; with 50% employer match about $67,395 at 4% or $44,930 at 6%; with 100% employer match about $50,546 at 4% or $33,698 at 6%.
Potomac Financial Private Client Group LLC Retirement Trust-7$138,862$28,306$4,044iApproximate average salary by contribution assumption: employee only about $101,093 at 4% or $67,395 at 6%; with 50% employer match about $67,395 at 4% or $44,930 at 6%; with 100% employer match about $50,546 at 4% or $33,698 at 6%.
201616$143,525$18,390$3,065iApproximate average salary by contribution assumption: employee only about $76,625 at 4% or $51,083 at 6%; with 50% employer match about $51,083 at 4% or $34,056 at 6%; with 100% employer match about $38,313 at 4% or $25,542 at 6%.
Potomac Financial Private Client Group LLC Retirement Trust-6$143,525$18,390$3,065iApproximate average salary by contribution assumption: employee only about $76,625 at 4% or $51,083 at 6%; with 50% employer match about $51,083 at 4% or $34,056 at 6%; with 100% employer match about $38,313 at 4% or $25,542 at 6%.
201515$118,826$121,153$24,231iApproximate average salary by contribution assumption: employee only about $605,765 at 4% or $403,843 at 6%; with 50% employer match about $403,843 at 4% or $269,229 at 6%; with 100% employer match about $302,883 at 4% or $201,922 at 6%.
Potomac Financial Private Client Group LLC Retirement Trust-5$118,826$121,153$24,231iApproximate average salary by contribution assumption: employee only about $605,765 at 4% or $403,843 at 6%; with 50% employer match about $403,843 at 4% or $269,229 at 6%; with 100% employer match about $302,883 at 4% or $201,922 at 6%.