Civic Intelligence

THE NAFTALI GROUP LLC

Plan context: THE NAFTALI GROUP LLC 401(K) PLAN

EIN 45-1986983 • New York, NY • 15 filings • 1 plans

152 West 57th Street, 45th FloorNew York, NY 10019
Current Snapshot

Latest Year

2025

2025 Participants

57

2025 Assets

$6,345,251

2025 Contributions

$1,189,798

Historical Graphs

Total Assets Over Time

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

$6,345,251$3,172,626$0201120182025YearValue
$6,345,251Latest year 2025

Participants Over Time

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

57290201120182025YearValue
57Latest 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
2025157$6,345,251$1,189,798$20,874iApproximate average salary by contribution assumption: employee only about $521,841 at 4% or $347,894 at 6%; with 50% employer match about $347,894 at 4% or $231,929 at 6%; with 100% employer match about $260,921 at 4% or $173,947 at 6%.
THE NAFTALI GROUP LLC 401(K) PLAN-57$6,345,251$1,189,798$20,874iApproximate average salary by contribution assumption: employee only about $521,841 at 4% or $347,894 at 6%; with 50% employer match about $347,894 at 4% or $231,929 at 6%; with 100% employer match about $260,921 at 4% or $173,947 at 6%.
2024150$4,412,709$785,307$15,706iApproximate average salary by contribution assumption: employee only about $392,654 at 4% or $261,769 at 6%; with 50% employer match about $261,769 at 4% or $174,513 at 6%; with 100% employer match about $196,327 at 4% or $130,885 at 6%.
THE NAFTALI GROUP LLC 401(K) PLAN-50$4,412,709$785,307$15,706iApproximate average salary by contribution assumption: employee only about $392,654 at 4% or $261,769 at 6%; with 50% employer match about $261,769 at 4% or $174,513 at 6%; with 100% employer match about $196,327 at 4% or $130,885 at 6%.
2023148$4,101,721$651,515$13,573iApproximate average salary by contribution assumption: employee only about $339,331 at 4% or $226,220 at 6%; with 50% employer match about $226,220 at 4% or $150,814 at 6%; with 100% employer match about $169,665 at 4% or $113,110 at 6%.
THE NAFTALI GROUP LLC 401(K) PLAN-48$4,101,721$651,515$13,573iApproximate average salary by contribution assumption: employee only about $339,331 at 4% or $226,220 at 6%; with 50% employer match about $226,220 at 4% or $150,814 at 6%; with 100% employer match about $169,665 at 4% or $113,110 at 6%.
2022140$3,054,467$525,784$13,145iApproximate average salary by contribution assumption: employee only about $328,615 at 4% or $219,077 at 6%; with 50% employer match about $219,077 at 4% or $146,051 at 6%; with 100% employer match about $164,308 at 4% or $109,538 at 6%.
THE NAFTALI GROUP LLC 401(K) PLAN-40$3,054,467$525,784$13,145iApproximate average salary by contribution assumption: employee only about $328,615 at 4% or $219,077 at 6%; with 50% employer match about $219,077 at 4% or $146,051 at 6%; with 100% employer match about $164,308 at 4% or $109,538 at 6%.
2021132$3,172,748$501,306$15,666iApproximate average salary by contribution assumption: employee only about $391,645 at 4% or $261,097 at 6%; with 50% employer match about $261,097 at 4% or $174,065 at 6%; with 100% employer match about $195,823 at 4% or $130,548 at 6%.
THE NAFTALI GROUP LLC 401(K) PLAN-32$3,172,748$501,306$15,666iApproximate average salary by contribution assumption: employee only about $391,645 at 4% or $261,097 at 6%; with 50% employer match about $261,097 at 4% or $174,065 at 6%; with 100% employer match about $195,823 at 4% or $130,548 at 6%.
2020128$2,274,386$313,332$11,190iApproximate average salary by contribution assumption: employee only about $279,761 at 4% or $186,507 at 6%; with 50% employer match about $186,507 at 4% or $124,338 at 6%; with 100% employer match about $139,880 at 4% or $93,254 at 6%.
THE NAFTALI GROUP LLC 401(K) PLAN-28$2,274,386$313,332$11,190iApproximate average salary by contribution assumption: employee only about $279,761 at 4% or $186,507 at 6%; with 50% employer match about $186,507 at 4% or $124,338 at 6%; with 100% employer match about $139,880 at 4% or $93,254 at 6%.
2019129$1,823,276$262,212$9,042iApproximate average salary by contribution assumption: employee only about $226,045 at 4% or $150,697 at 6%; with 50% employer match about $150,697 at 4% or $100,464 at 6%; with 100% employer match about $113,022 at 4% or $75,348 at 6%.
THE NAFTALI GROUP LLC 401(K) PLAN-29$1,823,276$262,212$9,042iApproximate average salary by contribution assumption: employee only about $226,045 at 4% or $150,697 at 6%; with 50% employer match about $150,697 at 4% or $100,464 at 6%; with 100% employer match about $113,022 at 4% or $75,348 at 6%.
2018126$1,320,206$171,095$6,581iApproximate average salary by contribution assumption: employee only about $164,514 at 4% or $109,676 at 6%; with 50% employer match about $109,676 at 4% or $73,118 at 6%; with 100% employer match about $82,257 at 4% or $54,838 at 6%.
THE NAFTALI GROUP LLC 401(K) PLAN-26$1,320,206$171,095$6,581iApproximate average salary by contribution assumption: employee only about $164,514 at 4% or $109,676 at 6%; with 50% employer match about $109,676 at 4% or $73,118 at 6%; with 100% employer match about $82,257 at 4% or $54,838 at 6%.
2017125$1,342,011$193,022$7,721iApproximate average salary by contribution assumption: employee only about $193,022 at 4% or $128,681 at 6%; with 50% employer match about $128,681 at 4% or $85,788 at 6%; with 100% employer match about $96,511 at 4% or $64,341 at 6%.
THE NAFTALI GROUP LLC 401(K) PLAN-25$1,342,011$193,022$7,721iApproximate average salary by contribution assumption: employee only about $193,022 at 4% or $128,681 at 6%; with 50% employer match about $128,681 at 4% or $85,788 at 6%; with 100% employer match about $96,511 at 4% or $64,341 at 6%.
2016125$1,034,119$179,867$7,195iApproximate average salary by contribution assumption: employee only about $179,867 at 4% or $119,911 at 6%; with 50% employer match about $119,911 at 4% or $79,941 at 6%; with 100% employer match about $89,934 at 4% or $59,956 at 6%.
THE NAFTALI GROUP LLC 401(K) PLAN-25$1,034,119$179,867$7,195iApproximate average salary by contribution assumption: employee only about $179,867 at 4% or $119,911 at 6%; with 50% employer match about $119,911 at 4% or $79,941 at 6%; with 100% employer match about $89,934 at 4% or $59,956 at 6%.
2015123$1,086,026$211,982$9,217iApproximate average salary by contribution assumption: employee only about $230,415 at 4% or $153,610 at 6%; with 50% employer match about $153,610 at 4% or $102,407 at 6%; with 100% employer match about $115,208 at 4% or $76,805 at 6%.
THE NAFTALI GROUP LLC 401(K) PLAN-23$1,086,026$211,982$9,217iApproximate average salary by contribution assumption: employee only about $230,415 at 4% or $153,610 at 6%; with 50% employer match about $153,610 at 4% or $102,407 at 6%; with 100% employer match about $115,208 at 4% or $76,805 at 6%.
2014120$889,398$166,464$8,323iApproximate average salary by contribution assumption: employee only about $208,080 at 4% or $138,720 at 6%; with 50% employer match about $138,720 at 4% or $92,480 at 6%; with 100% employer match about $104,040 at 4% or $69,360 at 6%.
THE NAFTALI GROUP LLC 401(K) PLAN-20$889,398$166,464$8,323iApproximate average salary by contribution assumption: employee only about $208,080 at 4% or $138,720 at 6%; with 50% employer match about $138,720 at 4% or $92,480 at 6%; with 100% employer match about $104,040 at 4% or $69,360 at 6%.
2013114$769,271$105,848$7,561iApproximate average salary by contribution assumption: employee only about $189,014 at 4% or $126,010 at 6%; with 50% employer match about $126,010 at 4% or $84,006 at 6%; with 100% employer match about $94,507 at 4% or $63,005 at 6%.
THE NAFTALI GROUP LLC 401(K) PLAN-14$769,271$105,848$7,561iApproximate average salary by contribution assumption: employee only about $189,014 at 4% or $126,010 at 6%; with 50% employer match about $126,010 at 4% or $84,006 at 6%; with 100% employer match about $94,507 at 4% or $63,005 at 6%.
2012110$583,431$67,159$6,716iApproximate average salary by contribution assumption: employee only about $167,898 at 4% or $111,932 at 6%; with 50% employer match about $111,932 at 4% or $74,621 at 6%; with 100% employer match about $83,949 at 4% or $55,966 at 6%.
THE NAFTALI GROUP LLC 401(K) PLAN-10$583,431$67,159$6,716iApproximate average salary by contribution assumption: employee only about $167,898 at 4% or $111,932 at 6%; with 50% employer match about $111,932 at 4% or $74,621 at 6%; with 100% employer match about $83,949 at 4% or $55,966 at 6%.
201116$462,567$451,359$75,227iApproximate average salary by contribution assumption: employee only about $1,880,663 at 4% or $1,253,775 at 6%; with 50% employer match about $1,253,775 at 4% or $835,850 at 6%; with 100% employer match about $940,331 at 4% or $626,888 at 6%.
THE NAFTALI GROUP LLC 401(K) PLAN-6$462,567$451,359$75,227iApproximate average salary by contribution assumption: employee only about $1,880,663 at 4% or $1,253,775 at 6%; with 50% employer match about $1,253,775 at 4% or $835,850 at 6%; with 100% employer match about $940,331 at 4% or $626,888 at 6%.