Civic Intelligence

Omega Wealth Management LLC

Plan context: Omega Wealth Management LLC 401(K) Plan

EIN 26-3765656 • Arlington, VA • 16 filings • 1 plans

4501 N Fairfax Dr Suite 602Arlington, VA 22203
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$826,124

2024 Contributions

$76,217

Historical Graphs

Total Assets Over Time

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

$968,912$484,456$0200920172024YearValue
$826,124Latest year 2024

Participants Over Time

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

1790200920172024YearValue
10Latest 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
2024110$826,124$76,217$7,622iApproximate average salary by contribution assumption: employee only about $190,543 at 4% or $127,028 at 6%; with 50% employer match about $127,028 at 4% or $84,686 at 6%; with 100% employer match about $95,271 at 4% or $63,514 at 6%.
Omega Wealth Management LLC 401(K) Plan-10$826,124$76,217$7,622iApproximate average salary by contribution assumption: employee only about $190,543 at 4% or $127,028 at 6%; with 50% employer match about $127,028 at 4% or $84,686 at 6%; with 100% employer match about $95,271 at 4% or $63,514 at 6%.
2023111$968,912$87,450$7,950iApproximate average salary by contribution assumption: employee only about $198,750 at 4% or $132,500 at 6%; with 50% employer match about $132,500 at 4% or $88,333 at 6%; with 100% employer match about $99,375 at 4% or $66,250 at 6%.
Omega Wealth Management LLC 401(K) Plan-11$968,912$87,450$7,950iApproximate average salary by contribution assumption: employee only about $198,750 at 4% or $132,500 at 6%; with 50% employer match about $132,500 at 4% or $88,333 at 6%; with 100% employer match about $99,375 at 4% or $66,250 at 6%.
2022111$782,029$113,092$10,281iApproximate average salary by contribution assumption: employee only about $257,027 at 4% or $171,352 at 6%; with 50% employer match about $171,352 at 4% or $114,234 at 6%; with 100% employer match about $128,514 at 4% or $85,676 at 6%.
Omega Wealth Management LLC 401(K) Plan-11$782,029$113,092$10,281iApproximate average salary by contribution assumption: employee only about $257,027 at 4% or $171,352 at 6%; with 50% employer match about $171,352 at 4% or $114,234 at 6%; with 100% employer match about $128,514 at 4% or $85,676 at 6%.
202119$797,630$114,287$12,699iApproximate average salary by contribution assumption: employee only about $317,464 at 4% or $211,643 at 6%; with 50% employer match about $211,643 at 4% or $141,095 at 6%; with 100% employer match about $158,732 at 4% or $105,821 at 6%.
Omega Wealth Management LLC 401(K) Plan-9$797,630$114,287$12,699iApproximate average salary by contribution assumption: employee only about $317,464 at 4% or $211,643 at 6%; with 50% employer match about $211,643 at 4% or $141,095 at 6%; with 100% employer match about $158,732 at 4% or $105,821 at 6%.
202018$680,780$162,416$20,302iApproximate average salary by contribution assumption: employee only about $507,550 at 4% or $338,367 at 6%; with 50% employer match about $338,367 at 4% or $225,578 at 6%; with 100% employer match about $253,775 at 4% or $169,183 at 6%.
Omega Wealth Management LLC 401(K) Plan-8$680,780$162,416$20,302iApproximate average salary by contribution assumption: employee only about $507,550 at 4% or $338,367 at 6%; with 50% employer match about $338,367 at 4% or $225,578 at 6%; with 100% employer match about $253,775 at 4% or $169,183 at 6%.
201919$464,371$55,814$6,202iApproximate average salary by contribution assumption: employee only about $155,039 at 4% or $103,359 at 6%; with 50% employer match about $103,359 at 4% or $68,906 at 6%; with 100% employer match about $77,519 at 4% or $51,680 at 6%.
Omega Wealth Management LLC 401(K) Plan-9$464,371$55,814$6,202iApproximate average salary by contribution assumption: employee only about $155,039 at 4% or $103,359 at 6%; with 50% employer match about $103,359 at 4% or $68,906 at 6%; with 100% employer match about $77,519 at 4% or $51,680 at 6%.
201818$335,317$48,405$6,051iApproximate average salary by contribution assumption: employee only about $151,266 at 4% or $100,844 at 6%; with 50% employer match about $100,844 at 4% or $67,229 at 6%; with 100% employer match about $75,633 at 4% or $50,422 at 6%.
Omega Wealth Management LLC 401(K) Plan-8$335,317$48,405$6,051iApproximate average salary by contribution assumption: employee only about $151,266 at 4% or $100,844 at 6%; with 50% employer match about $100,844 at 4% or $67,229 at 6%; with 100% employer match about $75,633 at 4% or $50,422 at 6%.
201717$313,699$38,529$5,504iApproximate average salary by contribution assumption: employee only about $137,604 at 4% or $91,736 at 6%; with 50% employer match about $91,736 at 4% or $61,157 at 6%; with 100% employer match about $68,802 at 4% or $45,868 at 6%.
Omega Wealth Management LLC 401(K) Plan-7$313,699$38,529$5,504iApproximate average salary by contribution assumption: employee only about $137,604 at 4% or $91,736 at 6%; with 50% employer match about $91,736 at 4% or $61,157 at 6%; with 100% employer match about $68,802 at 4% or $45,868 at 6%.
2016110$257,858$8,884$888iApproximate average salary by contribution assumption: employee only about $22,210 at 4% or $14,807 at 6%; with 50% employer match about $14,807 at 4% or $9,871 at 6%; with 100% employer match about $11,105 at 4% or $7,403 at 6%.
Omega Wealth Management LLC 401(K) Plan-10$257,858$8,884$888iApproximate average salary by contribution assumption: employee only about $22,210 at 4% or $14,807 at 6%; with 50% employer match about $14,807 at 4% or $9,871 at 6%; with 100% employer match about $11,105 at 4% or $7,403 at 6%.
2015113$237,922$8,457$651iApproximate average salary by contribution assumption: employee only about $16,263 at 4% or $10,842 at 6%; with 50% employer match about $10,842 at 4% or $7,228 at 6%; with 100% employer match about $8,132 at 4% or $5,421 at 6%.
Omega Wealth Management LLC 401(K) Plan-13$237,922$8,457$651iApproximate average salary by contribution assumption: employee only about $16,263 at 4% or $10,842 at 6%; with 50% employer match about $10,842 at 4% or $7,228 at 6%; with 100% employer match about $8,132 at 4% or $5,421 at 6%.
2014117$247,910$19,997$1,176iApproximate average salary by contribution assumption: employee only about $29,407 at 4% or $19,605 at 6%; with 50% employer match about $19,605 at 4% or $13,070 at 6%; with 100% employer match about $14,704 at 4% or $9,802 at 6%.
Omega Wealth Management LLC 401(K) Plan-17$247,910$19,997$1,176iApproximate average salary by contribution assumption: employee only about $29,407 at 4% or $19,605 at 6%; with 50% employer match about $19,605 at 4% or $13,070 at 6%; with 100% employer match about $14,704 at 4% or $9,802 at 6%.
2013112$219,312$17,279$1,440iApproximate average salary by contribution assumption: employee only about $35,998 at 4% or $23,999 at 6%; with 50% employer match about $23,999 at 4% or $15,999 at 6%; with 100% employer match about $17,999 at 4% or $11,999 at 6%.
Omega Wealth Management LLC 401(K) Plan-12$219,312$17,279$1,440iApproximate average salary by contribution assumption: employee only about $35,998 at 4% or $23,999 at 6%; with 50% employer match about $23,999 at 4% or $15,999 at 6%; with 100% employer match about $17,999 at 4% or $11,999 at 6%.
201217$191,837$16,913$2,416iApproximate average salary by contribution assumption: employee only about $60,404 at 4% or $40,269 at 6%; with 50% employer match about $40,269 at 4% or $26,846 at 6%; with 100% employer match about $30,202 at 4% or $20,135 at 6%.
Omega Wealth Management LLC 401(K) Plan-7$191,837$16,913$2,416iApproximate average salary by contribution assumption: employee only about $60,404 at 4% or $40,269 at 6%; with 50% employer match about $40,269 at 4% or $26,846 at 6%; with 100% employer match about $30,202 at 4% or $20,135 at 6%.
201117$156,096$21,383$3,055iApproximate average salary by contribution assumption: employee only about $76,368 at 4% or $50,912 at 6%; with 50% employer match about $50,912 at 4% or $33,941 at 6%; with 100% employer match about $38,184 at 4% or $25,456 at 6%.
Omega Wealth Management LLC 401(K) Plan-7$156,096$21,383$3,055iApproximate average salary by contribution assumption: employee only about $76,368 at 4% or $50,912 at 6%; with 50% employer match about $50,912 at 4% or $33,941 at 6%; with 100% employer match about $38,184 at 4% or $25,456 at 6%.
201016$136,262$85,000$14,167iApproximate average salary by contribution assumption: employee only about $354,167 at 4% or $236,111 at 6%; with 50% employer match about $236,111 at 4% or $157,407 at 6%; with 100% employer match about $177,083 at 4% or $118,056 at 6%.
Omega Wealth Management LLC 401(K) Plan-6$136,262$85,000$14,167iApproximate average salary by contribution assumption: employee only about $354,167 at 4% or $236,111 at 6%; with 50% employer match about $236,111 at 4% or $157,407 at 6%; with 100% employer match about $177,083 at 4% or $118,056 at 6%.
200915$43,640$1,700$340iApproximate average salary by contribution assumption: employee only about $8,500 at 4% or $5,667 at 6%; with 50% employer match about $5,667 at 4% or $3,778 at 6%; with 100% employer match about $4,250 at 4% or $2,833 at 6%.
Omega Wealth Management LLC 401(K) Plan-5$43,640$1,700$340iApproximate average salary by contribution assumption: employee only about $8,500 at 4% or $5,667 at 6%; with 50% employer match about $5,667 at 4% or $3,778 at 6%; with 100% employer match about $4,250 at 4% or $2,833 at 6%.