Civic Intelligence

DIVERGENT PLANNING

Plan context: DIVERGENT PLANNING 401(K) PLAN

EIN 27-2691017 • Bethesda, MD • 6 filings • 1 plans

6701 Democracy BoulevardSuite 300Bethesda, MD 20817
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$1,441,690

2025 Contributions

$229,436

Historical Graphs

Total Assets Over Time

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

$1,441,690$720,845$0202020232025YearValue
$1,441,690Latest year 2025

Participants Over Time

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

840202020232025YearValue
8Latest 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
202518$1,441,690$229,436$28,680iApproximate average salary by contribution assumption: employee only about $716,988 at 4% or $477,992 at 6%; with 50% employer match about $477,992 at 4% or $318,661 at 6%; with 100% employer match about $358,494 at 4% or $238,996 at 6%.
DIVERGENT PLANNING 401(K) PLAN-8$1,441,690$229,436$28,680iApproximate average salary by contribution assumption: employee only about $716,988 at 4% or $477,992 at 6%; with 50% employer match about $477,992 at 4% or $318,661 at 6%; with 100% employer match about $358,494 at 4% or $238,996 at 6%.
202418$972,498$214,005$26,751iApproximate average salary by contribution assumption: employee only about $668,766 at 4% or $445,844 at 6%; with 50% employer match about $445,844 at 4% or $297,229 at 6%; with 100% employer match about $334,383 at 4% or $222,922 at 6%.
DIVERGENT PLANNING 401(K) PLAN-8$972,498$214,005$26,751iApproximate average salary by contribution assumption: employee only about $668,766 at 4% or $445,844 at 6%; with 50% employer match about $445,844 at 4% or $297,229 at 6%; with 100% employer match about $334,383 at 4% or $222,922 at 6%.
202316$650,730$190,332$31,722iApproximate average salary by contribution assumption: employee only about $793,050 at 4% or $528,700 at 6%; with 50% employer match about $528,700 at 4% or $352,467 at 6%; with 100% employer match about $396,525 at 4% or $264,350 at 6%.
DIVERGENT PLANNING 401(K) PLAN-6$650,730$190,332$31,722iApproximate average salary by contribution assumption: employee only about $793,050 at 4% or $528,700 at 6%; with 50% employer match about $528,700 at 4% or $352,467 at 6%; with 100% employer match about $396,525 at 4% or $264,350 at 6%.
202216$361,724$161,597$26,933iApproximate average salary by contribution assumption: employee only about $673,321 at 4% or $448,881 at 6%; with 50% employer match about $448,881 at 4% or $299,254 at 6%; with 100% employer match about $336,660 at 4% or $224,440 at 6%.
DIVERGENT PLANNING 401(K) PLAN-6$361,724$161,597$26,933iApproximate average salary by contribution assumption: employee only about $673,321 at 4% or $448,881 at 6%; with 50% employer match about $448,881 at 4% or $299,254 at 6%; with 100% employer match about $336,660 at 4% or $224,440 at 6%.
202115$263,402$167,151$33,430iApproximate average salary by contribution assumption: employee only about $835,755 at 4% or $557,170 at 6%; with 50% employer match about $557,170 at 4% or $371,447 at 6%; with 100% employer match about $417,877 at 4% or $278,585 at 6%.
DIVERGENT PLANNING 401(K) PLAN-5$263,402$167,151$33,430iApproximate average salary by contribution assumption: employee only about $835,755 at 4% or $557,170 at 6%; with 50% employer match about $557,170 at 4% or $371,447 at 6%; with 100% employer match about $417,877 at 4% or $278,585 at 6%.
202014$71,580$58,641$14,660iApproximate average salary by contribution assumption: employee only about $366,506 at 4% or $244,338 at 6%; with 50% employer match about $244,338 at 4% or $162,892 at 6%; with 100% employer match about $183,253 at 4% or $122,169 at 6%.
DIVERGENT PLANNING 401(K) PLAN-4$71,580$58,641$14,660iApproximate average salary by contribution assumption: employee only about $366,506 at 4% or $244,338 at 6%; with 50% employer match about $244,338 at 4% or $162,892 at 6%; with 100% employer match about $183,253 at 4% or $122,169 at 6%.