Civic Intelligence

Middleburg Management LLC

Plan context: Middleburg 401(K) Plan

EIN 46-0927391 • Vienna, VA • 18 filings • 6 plans

1921 Gallows Road, Ste. 700Vienna, VA 22182
Current Snapshot

Latest Year

2024

2024 Participants

150

2024 Assets

$7,342,738

2024 Contributions

$1,612,563

Historical Graphs

Total Assets Over Time

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

$7,342,738$3,671,369$0201320192024YearValue
$7,342,738Latest year 2024

Participants Over Time

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

3331670201320192024YearValue
150Latest 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
20241150$7,342,738$1,612,563$10,750iApproximate average salary by contribution assumption: employee only about $268,761 at 4% or $179,174 at 6%; with 50% employer match about $179,174 at 4% or $119,449 at 6%; with 100% employer match about $134,380 at 4% or $89,587 at 6%.
Middleburg 401(K) Plan-150$7,342,738$1,612,563$10,750iApproximate average salary by contribution assumption: employee only about $268,761 at 4% or $179,174 at 6%; with 50% employer match about $179,174 at 4% or $119,449 at 6%; with 100% employer match about $134,380 at 4% or $89,587 at 6%.
20231126$5,843,492$1,329,402$10,551iApproximate average salary by contribution assumption: employee only about $263,770 at 4% or $175,847 at 6%; with 50% employer match about $175,847 at 4% or $117,231 at 6%; with 100% employer match about $131,885 at 4% or $87,923 at 6%.
Middleburg 401(K) Plan-126$5,843,492$1,329,402$10,551iApproximate average salary by contribution assumption: employee only about $263,770 at 4% or $175,847 at 6%; with 50% employer match about $175,847 at 4% or $117,231 at 6%; with 100% employer match about $131,885 at 4% or $87,923 at 6%.
2022168$4,381,695$698,490$10,272iApproximate average salary by contribution assumption: employee only about $256,798 at 4% or $171,199 at 6%; with 50% employer match about $171,199 at 4% or $114,132 at 6%; with 100% employer match about $128,399 at 4% or $85,599 at 6%.
Middleburg 401(K) Plan-68$4,381,695$698,490$10,272iApproximate average salary by contribution assumption: employee only about $256,798 at 4% or $171,199 at 6%; with 50% employer match about $171,199 at 4% or $114,132 at 6%; with 100% employer match about $128,399 at 4% or $85,599 at 6%.
20213333$4,910,925$975,173$2,928iApproximate average salary by contribution assumption: employee only about $73,211 at 4% or $48,807 at 6%; with 50% employer match about $48,807 at 4% or $32,538 at 6%; with 100% employer match about $36,606 at 4% or $24,404 at 6%.
Middleburg 401(K) Plan-94$4,910,925$975,173$10,374iApproximate average salary by contribution assumption: employee only about $259,355 at 4% or $172,903 at 6%; with 50% employer match about $172,903 at 4% or $115,269 at 6%; with 100% employer match about $129,677 at 4% or $86,452 at 6%.
MIDDLEBURG COMMUNITIES, LLC GROUP MEDICAL PLAN-170---
Middleburg Management LLC Health and Welfare Plan-333---
2020182$3,523,698$637,280$7,772iApproximate average salary by contribution assumption: employee only about $194,293 at 4% or $129,528 at 6%; with 50% employer match about $129,528 at 4% or $86,352 at 6%; with 100% employer match about $97,146 at 4% or $64,764 at 6%.
Middleburg 401(K) Plan-82$3,523,698$637,280$7,772iApproximate average salary by contribution assumption: employee only about $194,293 at 4% or $129,528 at 6%; with 50% employer match about $129,528 at 4% or $86,352 at 6%; with 100% employer match about $97,146 at 4% or $64,764 at 6%.
2019298$2,437,302$597,337$6,095iApproximate average salary by contribution assumption: employee only about $152,382 at 4% or $101,588 at 6%; with 50% employer match about $101,588 at 4% or $67,725 at 6%; with 100% employer match about $76,191 at 4% or $50,794 at 6%.
Middleburg 401(K) Plan-71$2,437,302$597,337$8,413iApproximate average salary by contribution assumption: employee only about $210,330 at 4% or $140,220 at 6%; with 50% employer match about $140,220 at 4% or $93,480 at 6%; with 100% employer match about $105,165 at 4% or $70,110 at 6%.
Middleburg Management LLC Health and Welfare Plan-98---
2018171$1,657,973$291,223$4,102iApproximate average salary by contribution assumption: employee only about $102,543 at 4% or $68,362 at 6%; with 50% employer match about $68,362 at 4% or $45,575 at 6%; with 100% employer match about $51,272 at 4% or $34,181 at 6%.
Middleburg 401(K) Plan-71$1,657,973$291,223$4,102iApproximate average salary by contribution assumption: employee only about $102,543 at 4% or $68,362 at 6%; with 50% employer match about $68,362 at 4% or $45,575 at 6%; with 100% employer match about $51,272 at 4% or $34,181 at 6%.
2017159$1,648,911$322,196$5,461iApproximate average salary by contribution assumption: employee only about $136,524 at 4% or $91,016 at 6%; with 50% employer match about $91,016 at 4% or $60,677 at 6%; with 100% employer match about $68,262 at 4% or $45,508 at 6%.
Middleburg 401(K) Plan-59$1,648,911$322,196$5,461iApproximate average salary by contribution assumption: employee only about $136,524 at 4% or $91,016 at 6%; with 50% employer match about $91,016 at 4% or $60,677 at 6%; with 100% employer match about $68,262 at 4% or $45,508 at 6%.
2016289$1,268,548$336,109$3,777iApproximate average salary by contribution assumption: employee only about $94,413 at 4% or $62,942 at 6%; with 50% employer match about $62,942 at 4% or $41,961 at 6%; with 100% employer match about $47,206 at 4% or $31,471 at 6%.
Middleburg 401(K) Plan-89$1,268,548$336,109$3,777iApproximate average salary by contribution assumption: employee only about $94,413 at 4% or $62,942 at 6%; with 50% employer match about $62,942 at 4% or $41,961 at 6%; with 100% employer match about $47,206 at 4% or $31,471 at 6%.
Middleburg Management LLC Health and Welfare Plan-65---
2015299$948,650$323,410$3,267iApproximate average salary by contribution assumption: employee only about $81,669 at 4% or $54,446 at 6%; with 50% employer match about $54,446 at 4% or $36,297 at 6%; with 100% employer match about $40,835 at 4% or $27,223 at 6%.
Middleburg 401(K) Plan-99$948,650$323,410$3,267iApproximate average salary by contribution assumption: employee only about $81,669 at 4% or $54,446 at 6%; with 50% employer match about $54,446 at 4% or $36,297 at 6%; with 100% employer match about $40,835 at 4% or $27,223 at 6%.
Middleburg Management LLC Health and Welfare Plan-85---
20142117$579,996$226,204$1,933iApproximate average salary by contribution assumption: employee only about $48,334 at 4% or $32,223 at 6%; with 50% employer match about $32,223 at 4% or $21,482 at 6%; with 100% employer match about $24,167 at 4% or $16,111 at 6%.
Middleburg 401(K) Plan-85$579,996$226,204$2,661iApproximate average salary by contribution assumption: employee only about $66,531 at 4% or $44,354 at 6%; with 50% employer match about $44,354 at 4% or $29,569 at 6%; with 100% employer match about $33,265 at 4% or $22,177 at 6%.
Middleburg Management LLC Health and Welfare Plan-117---
2013169$355,411$328,480$4,761iApproximate average salary by contribution assumption: employee only about $119,014 at 4% or $79,343 at 6%; with 50% employer match about $79,343 at 4% or $52,895 at 6%; with 100% employer match about $59,507 at 4% or $39,671 at 6%.
Middleburg 401(K) Plan-69$355,411$328,480$4,761iApproximate average salary by contribution assumption: employee only about $119,014 at 4% or $79,343 at 6%; with 50% employer match about $79,343 at 4% or $52,895 at 6%; with 100% employer match about $59,507 at 4% or $39,671 at 6%.