NEW RIVER FINANCIAL GROUP LLC
Plan context: NEW RIVER FINANCIAL GROUP 401(K) PLAN
EIN 45-3580698 • Christiansburg, VA • 8 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
18
2025 Assets
$1,155,544
2025 Contributions
$192,699
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 18 | $1,155,544 | $192,699 | $10,706iApproximate average salary by contribution assumption: employee only about $267,638 at 4% or $178,425 at 6%; with 50% employer match about $178,425 at 4% or $118,950 at 6%; with 100% employer match about $133,819 at 4% or $89,213 at 6%. |
| NEW RIVER FINANCIAL GROUP 401(K) PLAN | - | 18 | $1,155,544 | $192,699 | $10,706iApproximate average salary by contribution assumption: employee only about $267,638 at 4% or $178,425 at 6%; with 50% employer match about $178,425 at 4% or $118,950 at 6%; with 100% employer match about $133,819 at 4% or $89,213 at 6%. |
| 2024 | 1 | 14 | $809,017 | $146,686 | $10,478iApproximate average salary by contribution assumption: employee only about $261,939 at 4% or $174,626 at 6%; with 50% employer match about $174,626 at 4% or $116,417 at 6%; with 100% employer match about $130,970 at 4% or $87,313 at 6%. |
| NEW RIVER FINANCIAL GROUP 401(K) PLAN | - | 14 | $809,017 | $146,686 | $10,478iApproximate average salary by contribution assumption: employee only about $261,939 at 4% or $174,626 at 6%; with 50% employer match about $174,626 at 4% or $116,417 at 6%; with 100% employer match about $130,970 at 4% or $87,313 at 6%. |
| 2023 | 1 | 10 | $563,960 | $101,264 | $10,126iApproximate average salary by contribution assumption: employee only about $253,160 at 4% or $168,773 at 6%; with 50% employer match about $168,773 at 4% or $112,516 at 6%; with 100% employer match about $126,580 at 4% or $84,387 at 6%. |
| NEW RIVER FINANCIAL GROUP 401(K) PLAN | - | 10 | $563,960 | $101,264 | $10,126iApproximate average salary by contribution assumption: employee only about $253,160 at 4% or $168,773 at 6%; with 50% employer match about $168,773 at 4% or $112,516 at 6%; with 100% employer match about $126,580 at 4% or $84,387 at 6%. |
| 2022 | 1 | 13 | $392,573 | $92,434 | $7,110iApproximate average salary by contribution assumption: employee only about $177,758 at 4% or $118,505 at 6%; with 50% employer match about $118,505 at 4% or $79,003 at 6%; with 100% employer match about $88,879 at 4% or $59,253 at 6%. |
| NEW RIVER FINANCIAL GROUP 401(K) PLAN | - | 13 | $392,573 | $92,434 | $7,110iApproximate average salary by contribution assumption: employee only about $177,758 at 4% or $118,505 at 6%; with 50% employer match about $118,505 at 4% or $79,003 at 6%; with 100% employer match about $88,879 at 4% or $59,253 at 6%. |
| 2021 | 1 | 11 | $380,926 | $70,920 | $6,447iApproximate average salary by contribution assumption: employee only about $161,182 at 4% or $107,455 at 6%; with 50% employer match about $107,455 at 4% or $71,636 at 6%; with 100% employer match about $80,591 at 4% or $53,727 at 6%. |
| NEW RIVER FINANCIAL GROUP 401(K) PLAN | - | 11 | $380,926 | $70,920 | $6,447iApproximate average salary by contribution assumption: employee only about $161,182 at 4% or $107,455 at 6%; with 50% employer match about $107,455 at 4% or $71,636 at 6%; with 100% employer match about $80,591 at 4% or $53,727 at 6%. |
| 2020 | 1 | 9 | $269,970 | $82,138 | $9,126iApproximate average salary by contribution assumption: employee only about $228,161 at 4% or $152,107 at 6%; with 50% employer match about $152,107 at 4% or $101,405 at 6%; with 100% employer match about $114,081 at 4% or $76,054 at 6%. |
| NEW RIVER FINANCIAL GROUP 401(K) PLAN | - | 9 | $269,970 | $82,138 | $9,126iApproximate average salary by contribution assumption: employee only about $228,161 at 4% or $152,107 at 6%; with 50% employer match about $152,107 at 4% or $101,405 at 6%; with 100% employer match about $114,081 at 4% or $76,054 at 6%. |
| 2019 | 1 | 9 | $148,787 | $109,934 | $12,215iApproximate average salary by contribution assumption: employee only about $305,372 at 4% or $203,581 at 6%; with 50% employer match about $203,581 at 4% or $135,721 at 6%; with 100% employer match about $152,686 at 4% or $101,791 at 6%. |
| NEW RIVER FINANCIAL GROUP 401(K) PLAN | - | 9 | $148,787 | $109,934 | $12,215iApproximate average salary by contribution assumption: employee only about $305,372 at 4% or $203,581 at 6%; with 50% employer match about $203,581 at 4% or $135,721 at 6%; with 100% employer match about $152,686 at 4% or $101,791 at 6%. |
| 2018 | 1 | 7 | $19,535 | $23,621 | $3,374iApproximate average salary by contribution assumption: employee only about $84,361 at 4% or $56,240 at 6%; with 50% employer match about $56,240 at 4% or $37,494 at 6%; with 100% employer match about $42,180 at 4% or $28,120 at 6%. |
| NEW RIVER FINANCIAL GROUP 401(K) PLAN | - | 7 | $19,535 | $23,621 | $3,374iApproximate average salary by contribution assumption: employee only about $84,361 at 4% or $56,240 at 6%; with 50% employer match about $56,240 at 4% or $37,494 at 6%; with 100% employer match about $42,180 at 4% or $28,120 at 6%. |