MV Financial Group Inc.
Plan context: MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN
EIN 52-1480475 • Bethesda, MD • 33 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$5,707,840
2025 Contributions
$340,672
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 | 2 | 14 | $5,707,840 | $340,672 | $24,334iApproximate average salary by contribution assumption: employee only about $608,343 at 4% or $405,562 at 6%; with 50% employer match about $405,562 at 4% or $270,375 at 6%; with 100% employer match about $304,171 at 4% or $202,781 at 6%. |
| MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN | - | 14 | $5,707,840 | $340,672 | $24,334iApproximate average salary by contribution assumption: employee only about $608,343 at 4% or $405,562 at 6%; with 50% employer match about $405,562 at 4% or $270,375 at 6%; with 100% employer match about $304,171 at 4% or $202,781 at 6%. |
| MV Financial Group Inc. Cash Balance Plan | - | 0 | $0 | - | - |
| 2024 | 2 | 14 | $9,860,105 | $323,787 | $23,128iApproximate average salary by contribution assumption: employee only about $578,191 at 4% or $385,461 at 6%; with 50% employer match about $385,461 at 4% or $256,974 at 6%; with 100% employer match about $289,096 at 4% or $192,730 at 6%. |
| MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN | - | 14 | $6,351,760 | $323,787 | $23,128iApproximate average salary by contribution assumption: employee only about $578,191 at 4% or $385,461 at 6%; with 50% employer match about $385,461 at 4% or $256,974 at 6%; with 100% employer match about $289,096 at 4% or $192,730 at 6%. |
| MV Financial Group Inc. Cash Balance Plan | - | 12 | $3,508,345 | - | - |
| 2023 | 2 | 18 | $8,078,210 | $682,347 | $37,908iApproximate average salary by contribution assumption: employee only about $947,704 at 4% or $631,803 at 6%; with 50% employer match about $631,803 at 4% or $421,202 at 6%; with 100% employer match about $473,852 at 4% or $315,901 at 6%. |
| MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN | - | 18 | $5,030,398 | $302,347 | $16,797iApproximate average salary by contribution assumption: employee only about $419,926 at 4% or $279,951 at 6%; with 50% employer match about $279,951 at 4% or $186,634 at 6%; with 100% employer match about $209,963 at 4% or $139,975 at 6%. |
| MV Financial Group Inc. Cash Balance Plan | - | 12 | $3,047,812 | $380,000 | $31,667iApproximate average salary by contribution assumption: employee only about $791,667 at 4% or $527,778 at 6%; with 50% employer match about $527,778 at 4% or $351,852 at 6%; with 100% employer match about $395,833 at 4% or $263,889 at 6%. |
| 2022 | 2 | 14 | $6,383,271 | $570,830 | $40,774iApproximate average salary by contribution assumption: employee only about $1,019,339 at 4% or $679,560 at 6%; with 50% employer match about $679,560 at 4% or $453,040 at 6%; with 100% employer match about $509,670 at 4% or $339,780 at 6%. |
| MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN | - | 14 | $4,089,110 | $300,830 | $21,488iApproximate average salary by contribution assumption: employee only about $537,196 at 4% or $358,131 at 6%; with 50% employer match about $358,131 at 4% or $238,754 at 6%; with 100% employer match about $268,598 at 4% or $179,065 at 6%. |
| MV Financial Group Inc. Cash Balance Plan | - | 11 | $2,294,161 | $270,000 | $24,545iApproximate average salary by contribution assumption: employee only about $613,636 at 4% or $409,091 at 6%; with 50% employer match about $409,091 at 4% or $272,727 at 6%; with 100% employer match about $306,818 at 4% or $204,545 at 6%. |
| 2021 | 2 | 16 | $6,744,985 | $395,888 | $24,743iApproximate average salary by contribution assumption: employee only about $618,575 at 4% or $412,383 at 6%; with 50% employer match about $412,383 at 4% or $274,922 at 6%; with 100% employer match about $309,288 at 4% or $206,192 at 6%. |
| MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN | - | 16 | $4,458,638 | $275,888 | $17,243iApproximate average salary by contribution assumption: employee only about $431,075 at 4% or $287,383 at 6%; with 50% employer match about $287,383 at 4% or $191,589 at 6%; with 100% employer match about $215,538 at 4% or $143,692 at 6%. |
| MV Financial Group Inc. Cash Balance Plan | - | 10 | $2,286,347 | $120,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2020 | 2 | 13 | $5,533,839 | $440,934 | $33,918iApproximate average salary by contribution assumption: employee only about $847,950 at 4% or $565,300 at 6%; with 50% employer match about $565,300 at 4% or $376,867 at 6%; with 100% employer match about $423,975 at 4% or $282,650 at 6%. |
| MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN | - | 13 | $3,580,009 | $280,934 | $21,610iApproximate average salary by contribution assumption: employee only about $540,258 at 4% or $360,172 at 6%; with 50% employer match about $360,172 at 4% or $240,115 at 6%; with 100% employer match about $270,129 at 4% or $180,086 at 6%. |
| MV Financial Group Inc. Cash Balance Plan | - | 11 | $1,953,830 | $160,000 | $14,545iApproximate average salary by contribution assumption: employee only about $363,636 at 4% or $242,424 at 6%; with 50% employer match about $242,424 at 4% or $161,616 at 6%; with 100% employer match about $181,818 at 4% or $121,212 at 6%. |
| 2019 | 2 | 15 | $4,829,280 | $431,723 | $28,782iApproximate average salary by contribution assumption: employee only about $719,538 at 4% or $479,692 at 6%; with 50% employer match about $479,692 at 4% or $319,795 at 6%; with 100% employer match about $359,769 at 4% or $239,846 at 6%. |
| MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN | - | 15 | $3,108,642 | $271,723 | $18,115iApproximate average salary by contribution assumption: employee only about $452,872 at 4% or $301,914 at 6%; with 50% employer match about $301,914 at 4% or $201,276 at 6%; with 100% employer match about $226,436 at 4% or $150,957 at 6%. |
| MV Financial Group Inc. Cash Balance Plan | - | 10 | $1,720,638 | $160,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| 2018 | 2 | 13 | $3,654,626 | $502,222 | $38,632iApproximate average salary by contribution assumption: employee only about $965,812 at 4% or $643,874 at 6%; with 50% employer match about $643,874 at 4% or $429,250 at 6%; with 100% employer match about $482,906 at 4% or $321,937 at 6%. |
| MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN | - | 13 | $2,304,279 | $244,384 | $18,799iApproximate average salary by contribution assumption: employee only about $469,969 at 4% or $313,313 at 6%; with 50% employer match about $313,313 at 4% or $208,875 at 6%; with 100% employer match about $234,985 at 4% or $156,656 at 6%. |
| MV Financial Group Inc. Cash Balance Plan | - | 10 | $1,350,347 | $257,838 | $25,784iApproximate average salary by contribution assumption: employee only about $644,595 at 4% or $429,730 at 6%; with 50% employer match about $429,730 at 4% or $286,487 at 6%; with 100% employer match about $322,298 at 4% or $214,865 at 6%. |
| 2017 | 2 | 13 | $3,300,150 | $413,738 | $31,826iApproximate average salary by contribution assumption: employee only about $795,650 at 4% or $530,433 at 6%; with 50% employer match about $530,433 at 4% or $353,622 at 6%; with 100% employer match about $397,825 at 4% or $265,217 at 6%. |
| MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN | - | 13 | $2,173,059 | $203,738 | $15,672iApproximate average salary by contribution assumption: employee only about $391,804 at 4% or $261,203 at 6%; with 50% employer match about $261,203 at 4% or $174,135 at 6%; with 100% employer match about $195,902 at 4% or $130,601 at 6%. |
| MV Financial Group Inc. Cash Balance Plan | - | 10 | $1,127,091 | $210,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| 2016 | 2 | 10 | $2,497,562 | $398,768 | $39,877iApproximate average salary by contribution assumption: employee only about $996,920 at 4% or $664,613 at 6%; with 50% employer match about $664,613 at 4% or $443,076 at 6%; with 100% employer match about $498,460 at 4% or $332,307 at 6%. |
| MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN | - | 10 | $1,679,667 | $178,768 | $17,877iApproximate average salary by contribution assumption: employee only about $446,920 at 4% or $297,947 at 6%; with 50% employer match about $297,947 at 4% or $198,631 at 6%; with 100% employer match about $223,460 at 4% or $148,973 at 6%. |
| MV Financial Group Inc. Cash Balance Plan | - | 9 | $817,895 | $220,000 | $24,444iApproximate average salary by contribution assumption: employee only about $611,111 at 4% or $407,407 at 6%; with 50% employer match about $407,407 at 4% or $271,605 at 6%; with 100% employer match about $305,556 at 4% or $203,704 at 6%. |
| 2015 | 2 | 12 | $2,006,997 | $365,140 | $30,428iApproximate average salary by contribution assumption: employee only about $760,708 at 4% or $507,139 at 6%; with 50% employer match about $507,139 at 4% or $338,093 at 6%; with 100% employer match about $380,354 at 4% or $253,569 at 6%. |
| MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN | - | 12 | $1,424,511 | $166,253 | $13,854iApproximate average salary by contribution assumption: employee only about $346,360 at 4% or $230,907 at 6%; with 50% employer match about $230,907 at 4% or $153,938 at 6%; with 100% employer match about $173,180 at 4% or $115,453 at 6%. |
| MV Financial Group Inc. Cash Balance Plan | - | 8 | $582,486 | $198,887 | $24,861iApproximate average salary by contribution assumption: employee only about $621,522 at 4% or $414,348 at 6%; with 50% employer match about $414,348 at 4% or $276,232 at 6%; with 100% employer match about $310,761 at 4% or $207,174 at 6%. |
| 2014 | 2 | 10 | $1,686,206 | $338,746 | $33,875iApproximate average salary by contribution assumption: employee only about $846,865 at 4% or $564,577 at 6%; with 50% employer match about $564,577 at 4% or $376,384 at 6%; with 100% employer match about $423,433 at 4% or $282,288 at 6%. |
| MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN | - | 10 | $1,293,433 | $144,866 | $14,487iApproximate average salary by contribution assumption: employee only about $362,165 at 4% or $241,443 at 6%; with 50% employer match about $241,443 at 4% or $160,962 at 6%; with 100% employer match about $181,083 at 4% or $120,722 at 6%. |
| MV Financial Group Inc. Cash Balance Plan | - | 7 | $392,773 | $193,880 | $27,697iApproximate average salary by contribution assumption: employee only about $692,429 at 4% or $461,619 at 6%; with 50% employer match about $461,619 at 4% or $307,746 at 6%; with 100% employer match about $346,214 at 4% or $230,810 at 6%. |
| 2013 | 2 | 12 | $1,256,632 | $314,373 | $26,198iApproximate average salary by contribution assumption: employee only about $654,944 at 4% or $436,629 at 6%; with 50% employer match about $436,629 at 4% or $291,086 at 6%; with 100% employer match about $327,472 at 4% or $218,315 at 6%. |
| MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN | - | 12 | $1,065,880 | $123,621 | $10,302iApproximate average salary by contribution assumption: employee only about $257,544 at 4% or $171,696 at 6%; with 50% employer match about $171,696 at 4% or $114,464 at 6%; with 100% employer match about $128,772 at 4% or $85,848 at 6%. |
| MV Financial Group Inc. Cash Balance Plan | - | 8 | $190,752 | $190,752 | $23,844iApproximate average salary by contribution assumption: employee only about $596,100 at 4% or $397,400 at 6%; with 50% employer match about $397,400 at 4% or $264,933 at 6%; with 100% employer match about $298,050 at 4% or $198,700 at 6%. |
| 2012 | 1 | 10 | $758,900 | $101,716 | $10,172iApproximate average salary by contribution assumption: employee only about $254,290 at 4% or $169,527 at 6%; with 50% employer match about $169,527 at 4% or $113,018 at 6%; with 100% employer match about $127,145 at 4% or $84,763 at 6%. |
| MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN | - | 10 | $758,900 | $101,716 | $10,172iApproximate average salary by contribution assumption: employee only about $254,290 at 4% or $169,527 at 6%; with 50% employer match about $169,527 at 4% or $113,018 at 6%; with 100% employer match about $127,145 at 4% or $84,763 at 6%. |
| 2011 | 1 | 8 | $596,037 | $93,824 | $11,728iApproximate average salary by contribution assumption: employee only about $293,200 at 4% or $195,467 at 6%; with 50% employer match about $195,467 at 4% or $130,311 at 6%; with 100% employer match about $146,600 at 4% or $97,733 at 6%. |
| MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN | - | 8 | $596,037 | $93,824 | $11,728iApproximate average salary by contribution assumption: employee only about $293,200 at 4% or $195,467 at 6%; with 50% employer match about $195,467 at 4% or $130,311 at 6%; with 100% employer match about $146,600 at 4% or $97,733 at 6%. |
| 2010 | 1 | 8 | $531,377 | $89,036 | $11,130iApproximate average salary by contribution assumption: employee only about $278,238 at 4% or $185,492 at 6%; with 50% employer match about $185,492 at 4% or $123,661 at 6%; with 100% employer match about $139,119 at 4% or $92,746 at 6%. |
| MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN | - | 8 | $531,377 | $89,036 | $11,130iApproximate average salary by contribution assumption: employee only about $278,238 at 4% or $185,492 at 6%; with 50% employer match about $185,492 at 4% or $123,661 at 6%; with 100% employer match about $139,119 at 4% or $92,746 at 6%. |
| 2009 | 1 | 8 | $512,508 | $78,963 | $9,870iApproximate average salary by contribution assumption: employee only about $246,759 at 4% or $164,506 at 6%; with 50% employer match about $164,506 at 4% or $109,671 at 6%; with 100% employer match about $123,380 at 4% or $82,253 at 6%. |
| MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN | - | 8 | $512,508 | $78,963 | $9,870iApproximate average salary by contribution assumption: employee only about $246,759 at 4% or $164,506 at 6%; with 50% employer match about $164,506 at 4% or $109,671 at 6%; with 100% employer match about $123,380 at 4% or $82,253 at 6%. |
| 2008 | 1 | 7 | $346,349 | $112,931 | $16,133iApproximate average salary by contribution assumption: employee only about $403,325 at 4% or $268,883 at 6%; with 50% employer match about $268,883 at 4% or $179,256 at 6%; with 100% employer match about $201,663 at 4% or $134,442 at 6%. |
| MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN | - | 7 | $346,349 | $112,931 | $16,133iApproximate average salary by contribution assumption: employee only about $403,325 at 4% or $268,883 at 6%; with 50% employer match about $268,883 at 4% or $179,256 at 6%; with 100% employer match about $201,663 at 4% or $134,442 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN | - | 6 | - | - | - |
| 2006 | 1 | 7 | $289,068 | $35,615 | $5,088iApproximate average salary by contribution assumption: employee only about $127,196 at 4% or $84,798 at 6%; with 50% employer match about $84,798 at 4% or $56,532 at 6%; with 100% employer match about $63,598 at 4% or $42,399 at 6%. |
| MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN | - | 7 | $289,068 | $35,615 | $5,088iApproximate average salary by contribution assumption: employee only about $127,196 at 4% or $84,798 at 6%; with 50% employer match about $84,798 at 4% or $56,532 at 6%; with 100% employer match about $63,598 at 4% or $42,399 at 6%. |