Civic Intelligence

MOUNT AIREY GROUP, INC.

Plan context: MOUNT AIREY GROUP 401(K) PLAN

EIN 33-0994577 • Annandale, VA • 19 filings • 2 plans

4716 Wakefield Chapel RoadAnnandale, VA 22003
Current Snapshot

Latest Year

2025

2025 Participants

19

2025 Assets

$3,952,767

2025 Contributions

$216,621

Historical Graphs

Total Assets Over Time

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

$3,952,767$1,976,384$0200720162025YearValue
$3,952,767Latest year 2025

Participants Over Time

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

30150200720162025YearValue
19Latest 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
2025119$3,952,767$216,621$11,401iApproximate average salary by contribution assumption: employee only about $285,028 at 4% or $190,018 at 6%; with 50% employer match about $190,018 at 4% or $126,679 at 6%; with 100% employer match about $142,514 at 4% or $95,009 at 6%.
MOUNT AIREY GROUP 401(K) PLAN-19$3,952,767$216,621$11,401iApproximate average salary by contribution assumption: employee only about $285,028 at 4% or $190,018 at 6%; with 50% employer match about $190,018 at 4% or $126,679 at 6%; with 100% employer match about $142,514 at 4% or $95,009 at 6%.
2024123$3,319,730$209,753$9,120iApproximate average salary by contribution assumption: employee only about $227,992 at 4% or $151,995 at 6%; with 50% employer match about $151,995 at 4% or $101,330 at 6%; with 100% employer match about $113,996 at 4% or $75,997 at 6%.
MOUNT AIREY GROUP 401(K) PLAN-23$3,319,730$209,753$9,120iApproximate average salary by contribution assumption: employee only about $227,992 at 4% or $151,995 at 6%; with 50% employer match about $151,995 at 4% or $101,330 at 6%; with 100% employer match about $113,996 at 4% or $75,997 at 6%.
2023125$2,959,159$213,128$8,525iApproximate average salary by contribution assumption: employee only about $213,128 at 4% or $142,085 at 6%; with 50% employer match about $142,085 at 4% or $94,724 at 6%; with 100% employer match about $106,564 at 4% or $71,043 at 6%.
MOUNT AIREY GROUP 401(K) PLAN-25$2,959,159$213,128$8,525iApproximate average salary by contribution assumption: employee only about $213,128 at 4% or $142,085 at 6%; with 50% employer match about $142,085 at 4% or $94,724 at 6%; with 100% employer match about $106,564 at 4% or $71,043 at 6%.
2022127$2,949,285$271,317$10,049iApproximate average salary by contribution assumption: employee only about $251,219 at 4% or $167,480 at 6%; with 50% employer match about $167,480 at 4% or $111,653 at 6%; with 100% employer match about $125,610 at 4% or $83,740 at 6%.
MOUNT AIREY GROUP 401(K) PLAN-27$2,949,285$271,317$10,049iApproximate average salary by contribution assumption: employee only about $251,219 at 4% or $167,480 at 6%; with 50% employer match about $167,480 at 4% or $111,653 at 6%; with 100% employer match about $125,610 at 4% or $83,740 at 6%.
2021128$3,055,352$302,108$10,790iApproximate average salary by contribution assumption: employee only about $269,739 at 4% or $179,826 at 6%; with 50% employer match about $179,826 at 4% or $119,884 at 6%; with 100% employer match about $134,870 at 4% or $89,913 at 6%.
MOUNT AIREY GROUP 401(K) PLAN-28$3,055,352$302,108$10,790iApproximate average salary by contribution assumption: employee only about $269,739 at 4% or $179,826 at 6%; with 50% employer match about $179,826 at 4% or $119,884 at 6%; with 100% employer match about $134,870 at 4% or $89,913 at 6%.
2020130$2,526,164$287,769$9,592iApproximate average salary by contribution assumption: employee only about $239,807 at 4% or $159,872 at 6%; with 50% employer match about $159,872 at 4% or $106,581 at 6%; with 100% employer match about $119,904 at 4% or $79,936 at 6%.
MOUNT AIREY GROUP 401(K) PLAN-30$2,526,164$287,769$9,592iApproximate average salary by contribution assumption: employee only about $239,807 at 4% or $159,872 at 6%; with 50% employer match about $159,872 at 4% or $106,581 at 6%; with 100% employer match about $119,904 at 4% or $79,936 at 6%.
2019125$2,169,928$240,431$9,617iApproximate average salary by contribution assumption: employee only about $240,431 at 4% or $160,287 at 6%; with 50% employer match about $160,287 at 4% or $106,858 at 6%; with 100% employer match about $120,216 at 4% or $80,144 at 6%.
MOUNT AIREY GROUP 401(K) PLAN-25$2,169,928$240,431$9,617iApproximate average salary by contribution assumption: employee only about $240,431 at 4% or $160,287 at 6%; with 50% employer match about $160,287 at 4% or $106,858 at 6%; with 100% employer match about $120,216 at 4% or $80,144 at 6%.
2018124$1,603,950$235,481$9,812iApproximate average salary by contribution assumption: employee only about $245,293 at 4% or $163,528 at 6%; with 50% employer match about $163,528 at 4% or $109,019 at 6%; with 100% employer match about $122,646 at 4% or $81,764 at 6%.
MOUNT AIREY GROUP 401(K) PLAN-24$1,603,950$235,481$9,812iApproximate average salary by contribution assumption: employee only about $245,293 at 4% or $163,528 at 6%; with 50% employer match about $163,528 at 4% or $109,019 at 6%; with 100% employer match about $122,646 at 4% or $81,764 at 6%.
2017125$1,561,838$272,190$10,888iApproximate average salary by contribution assumption: employee only about $272,190 at 4% or $181,460 at 6%; with 50% employer match about $181,460 at 4% or $120,973 at 6%; with 100% employer match about $136,095 at 4% or $90,730 at 6%.
MOUNT AIREY GROUP 401(K) PLAN-25$1,561,838$272,190$10,888iApproximate average salary by contribution assumption: employee only about $272,190 at 4% or $181,460 at 6%; with 50% employer match about $181,460 at 4% or $120,973 at 6%; with 100% employer match about $136,095 at 4% or $90,730 at 6%.
2016125$1,206,604$250,257$10,010iApproximate average salary by contribution assumption: employee only about $250,257 at 4% or $166,838 at 6%; with 50% employer match about $166,838 at 4% or $111,225 at 6%; with 100% employer match about $125,129 at 4% or $83,419 at 6%.
MOUNT AIREY GROUP 401(K) PLAN-25$1,206,604$250,257$10,010iApproximate average salary by contribution assumption: employee only about $250,257 at 4% or $166,838 at 6%; with 50% employer match about $166,838 at 4% or $111,225 at 6%; with 100% employer match about $125,129 at 4% or $83,419 at 6%.
2015127$945,587$234,585$8,688iApproximate average salary by contribution assumption: employee only about $217,208 at 4% or $144,806 at 6%; with 50% employer match about $144,806 at 4% or $96,537 at 6%; with 100% employer match about $108,604 at 4% or $72,403 at 6%.
MOUNT AIREY GROUP 401(K) PLAN-27$945,587$234,585$8,688iApproximate average salary by contribution assumption: employee only about $217,208 at 4% or $144,806 at 6%; with 50% employer match about $144,806 at 4% or $96,537 at 6%; with 100% employer match about $108,604 at 4% or $72,403 at 6%.
2014121$820,143$249,970$11,903iApproximate average salary by contribution assumption: employee only about $297,583 at 4% or $198,389 at 6%; with 50% employer match about $198,389 at 4% or $132,259 at 6%; with 100% employer match about $148,792 at 4% or $99,194 at 6%.
MOUNT AIREY GROUP 401(K) PLAN-21$820,143$249,970$11,903iApproximate average salary by contribution assumption: employee only about $297,583 at 4% or $198,389 at 6%; with 50% employer match about $198,389 at 4% or $132,259 at 6%; with 100% employer match about $148,792 at 4% or $99,194 at 6%.
2013115$642,939$154,824$10,322iApproximate average salary by contribution assumption: employee only about $258,040 at 4% or $172,027 at 6%; with 50% employer match about $172,027 at 4% or $114,684 at 6%; with 100% employer match about $129,020 at 4% or $86,013 at 6%.
MOUNT AIREY GROUP 401(K) PLAN-15$642,939$154,824$10,322iApproximate average salary by contribution assumption: employee only about $258,040 at 4% or $172,027 at 6%; with 50% employer match about $172,027 at 4% or $114,684 at 6%; with 100% employer match about $129,020 at 4% or $86,013 at 6%.
2012112$459,879$83,120$6,927iApproximate average salary by contribution assumption: employee only about $173,167 at 4% or $115,444 at 6%; with 50% employer match about $115,444 at 4% or $76,963 at 6%; with 100% employer match about $86,583 at 4% or $57,722 at 6%.
MOUNT AIREY GROUP 401(K) PLAN-12$459,879$83,120$6,927iApproximate average salary by contribution assumption: employee only about $173,167 at 4% or $115,444 at 6%; with 50% employer match about $115,444 at 4% or $76,963 at 6%; with 100% employer match about $86,583 at 4% or $57,722 at 6%.
2011111$361,342$67,756$6,160iApproximate average salary by contribution assumption: employee only about $153,991 at 4% or $102,661 at 6%; with 50% employer match about $102,661 at 4% or $68,440 at 6%; with 100% employer match about $76,995 at 4% or $51,330 at 6%.
MOUNT AIREY GROUP 401(K) PLAN-11$361,342$67,756$6,160iApproximate average salary by contribution assumption: employee only about $153,991 at 4% or $102,661 at 6%; with 50% employer match about $102,661 at 4% or $68,440 at 6%; with 100% employer match about $76,995 at 4% or $51,330 at 6%.
2010114$452,979$116,090$8,292iApproximate average salary by contribution assumption: employee only about $207,304 at 4% or $138,202 at 6%; with 50% employer match about $138,202 at 4% or $92,135 at 6%; with 100% employer match about $103,652 at 4% or $69,101 at 6%.
MOUNT AIREY GROUP 401(K) PLAN-14$452,979$116,090$8,292iApproximate average salary by contribution assumption: employee only about $207,304 at 4% or $138,202 at 6%; with 50% employer match about $138,202 at 4% or $92,135 at 6%; with 100% employer match about $103,652 at 4% or $69,101 at 6%.
2009113$302,401$115,329$8,871iApproximate average salary by contribution assumption: employee only about $221,787 at 4% or $147,858 at 6%; with 50% employer match about $147,858 at 4% or $98,572 at 6%; with 100% employer match about $110,893 at 4% or $73,929 at 6%.
MOUNT AIREY GROUP 401(K) PLAN-13$302,401$115,329$8,871iApproximate average salary by contribution assumption: employee only about $221,787 at 4% or $147,858 at 6%; with 50% employer match about $147,858 at 4% or $98,572 at 6%; with 100% employer match about $110,893 at 4% or $73,929 at 6%.
2008114$146,828$111,592$7,971iApproximate average salary by contribution assumption: employee only about $199,271 at 4% or $132,848 at 6%; with 50% employer match about $132,848 at 4% or $88,565 at 6%; with 100% employer match about $99,636 at 4% or $66,424 at 6%.
MOUNT AIREY GROUP 401K PLAN-14$146,828$111,592$7,971iApproximate average salary by contribution assumption: employee only about $199,271 at 4% or $132,848 at 6%; with 50% employer match about $132,848 at 4% or $88,565 at 6%; with 100% employer match about $99,636 at 4% or $66,424 at 6%.
2007112$78,032$78,684$6,557iApproximate average salary by contribution assumption: employee only about $163,925 at 4% or $109,283 at 6%; with 50% employer match about $109,283 at 4% or $72,856 at 6%; with 100% employer match about $81,963 at 4% or $54,642 at 6%.
MOUNT AIREY GROUP 401K PLAN-12$78,032$78,684$6,557iApproximate average salary by contribution assumption: employee only about $163,925 at 4% or $109,283 at 6%; with 50% employer match about $109,283 at 4% or $72,856 at 6%; with 100% employer match about $81,963 at 4% or $54,642 at 6%.
MOUNT AIREY GROUP, INC. | EIN 33-0994577 | 2025 Form 5500 Company Profile