Novak Financial Planning LLC
Plan context: Novak Financial Planning LLC 401(K) Retirement Plan
EIN 52-2182229 • Bel Air, MD • 6 filings • 3 plans
Current Snapshot
Latest Year
2021
2021 Participants
7
2021 Assets
$2,578,426
2021 Contributions
$124,159
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $124,159 | - |
| Novak Financial Planning LLC 401(K) Retirement Plan | - | 0 | $0 | $124,159 | - |
| 2020 | 1 | 7 | $2,578,426 | $151,278 | $21,611iApproximate average salary by contribution assumption: employee only about $540,279 at 4% or $360,186 at 6%; with 50% employer match about $360,186 at 4% or $240,124 at 6%; with 100% employer match about $270,139 at 4% or $180,093 at 6%. |
| Novak Financial Planning LLC 401(K) Retirement Plan | - | 7 | $2,578,426 | $151,278 | $21,611iApproximate average salary by contribution assumption: employee only about $540,279 at 4% or $360,186 at 6%; with 50% employer match about $360,186 at 4% or $240,124 at 6%; with 100% employer match about $270,139 at 4% or $180,093 at 6%. |
| 2019 | 1 | 7 | $2,043,280 | $145,847 | $20,835iApproximate average salary by contribution assumption: employee only about $520,882 at 4% or $347,255 at 6%; with 50% employer match about $347,255 at 4% or $231,503 at 6%; with 100% employer match about $260,441 at 4% or $173,627 at 6%. |
| Novak Financial Planning LLC 401(K) Retirement Plan | - | 7 | $2,043,280 | $145,847 | $20,835iApproximate average salary by contribution assumption: employee only about $520,882 at 4% or $347,255 at 6%; with 50% employer match about $347,255 at 4% or $231,503 at 6%; with 100% employer match about $260,441 at 4% or $173,627 at 6%. |
| 2018 | 1 | 6 | $1,546,849 | $140,147 | $23,358iApproximate average salary by contribution assumption: employee only about $583,946 at 4% or $389,297 at 6%; with 50% employer match about $389,297 at 4% or $259,531 at 6%; with 100% employer match about $291,973 at 4% or $194,649 at 6%. |
| Novak Financial Planning LLC 401(K) Retirement Plan | - | 6 | $1,546,849 | $140,147 | $23,358iApproximate average salary by contribution assumption: employee only about $583,946 at 4% or $389,297 at 6%; with 50% employer match about $389,297 at 4% or $259,531 at 6%; with 100% employer match about $291,973 at 4% or $194,649 at 6%. |
| 2017 | 1 | 6 | $1,501,930 | $137,255 | $22,876iApproximate average salary by contribution assumption: employee only about $571,896 at 4% or $381,264 at 6%; with 50% employer match about $381,264 at 4% or $254,176 at 6%; with 100% employer match about $285,948 at 4% or $190,632 at 6%. |
| Novak Financial Planning LLC 401(K) Retirement Plan | - | 6 | $1,501,930 | $137,255 | $22,876iApproximate average salary by contribution assumption: employee only about $571,896 at 4% or $381,264 at 6%; with 50% employer match about $381,264 at 4% or $254,176 at 6%; with 100% employer match about $285,948 at 4% or $190,632 at 6%. |
| 2016 | 1 | 6 | $1,136,475 | $1,062,526 | $177,088iApproximate average salary by contribution assumption: employee only about $4,427,192 at 4% or $2,951,461 at 6%; with 50% employer match about $2,951,461 at 4% or $1,967,641 at 6%; with 100% employer match about $2,213,596 at 4% or $1,475,731 at 6%. |
| Novak Financial Planning LLC 401(K) Retirement Plan | - | 6 | $1,136,475 | $1,062,526 | $177,088iApproximate average salary by contribution assumption: employee only about $4,427,192 at 4% or $2,951,461 at 6%; with 50% employer match about $2,951,461 at 4% or $1,967,641 at 6%; with 100% employer match about $2,213,596 at 4% or $1,475,731 at 6%. |