Civic Intelligence

National Association of Insurance and Financial Advisors

Plan context: National Association of Insurance and Financial Advisors 401(K) Savings Plan

EIN 53-0232489 • Arlington, VA • 41 filings • 9 plans

View Related Profile

1000 Wilson Boulevard, Suite 1890Arlington, VA 22209
Current Snapshot

Latest Year

2024

2024 Participants

90

2024 Assets

$15,748,387

2024 Contributions

$1,777,620

Historical Graphs

Total Assets Over Time

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

$21,423,134$10,711,567$0200020122024YearValue
$15,748,387Latest year 2024

Participants Over Time

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

106530200020122024YearValue
90Latest 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
2024190$15,748,387$1,777,620$19,751iApproximate average salary by contribution assumption: employee only about $493,783 at 4% or $329,189 at 6%; with 50% employer match about $329,189 at 4% or $219,459 at 6%; with 100% employer match about $246,892 at 4% or $164,594 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-90$15,748,387$1,777,620$19,751iApproximate average salary by contribution assumption: employee only about $493,783 at 4% or $329,189 at 6%; with 50% employer match about $329,189 at 4% or $219,459 at 6%; with 100% employer match about $246,892 at 4% or $164,594 at 6%.
2023182$12,645,770$539,336$6,577iApproximate average salary by contribution assumption: employee only about $164,432 at 4% or $109,621 at 6%; with 50% employer match about $109,621 at 4% or $73,081 at 6%; with 100% employer match about $82,216 at 4% or $54,811 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-82$12,645,770$539,336$6,577iApproximate average salary by contribution assumption: employee only about $164,432 at 4% or $109,621 at 6%; with 50% employer match about $109,621 at 4% or $73,081 at 6%; with 100% employer match about $82,216 at 4% or $54,811 at 6%.
2022187$13,332,952$702,465$8,074iApproximate average salary by contribution assumption: employee only about $201,858 at 4% or $134,572 at 6%; with 50% employer match about $134,572 at 4% or $89,715 at 6%; with 100% employer match about $100,929 at 4% or $67,286 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-87$13,332,952$702,465$8,074iApproximate average salary by contribution assumption: employee only about $201,858 at 4% or $134,572 at 6%; with 50% employer match about $134,572 at 4% or $89,715 at 6%; with 100% employer match about $100,929 at 4% or $67,286 at 6%.
2021184$16,196,875$787,962$9,381iApproximate average salary by contribution assumption: employee only about $234,513 at 4% or $156,342 at 6%; with 50% employer match about $156,342 at 4% or $104,228 at 6%; with 100% employer match about $117,256 at 4% or $78,171 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-84$16,196,875$787,962$9,381iApproximate average salary by contribution assumption: employee only about $234,513 at 4% or $156,342 at 6%; with 50% employer match about $156,342 at 4% or $104,228 at 6%; with 100% employer match about $117,256 at 4% or $78,171 at 6%.
2020183$15,915,934$574,583$6,923iApproximate average salary by contribution assumption: employee only about $173,067 at 4% or $115,378 at 6%; with 50% employer match about $115,378 at 4% or $76,919 at 6%; with 100% employer match about $86,534 at 4% or $57,689 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-83$15,915,934$574,583$6,923iApproximate average salary by contribution assumption: employee only about $173,067 at 4% or $115,378 at 6%; with 50% employer match about $115,378 at 4% or $76,919 at 6%; with 100% employer match about $86,534 at 4% or $57,689 at 6%.
2019183$14,908,563$584,092$7,037iApproximate average salary by contribution assumption: employee only about $175,931 at 4% or $117,288 at 6%; with 50% employer match about $117,288 at 4% or $78,192 at 6%; with 100% employer match about $87,966 at 4% or $58,644 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-83$14,908,563$584,092$7,037iApproximate average salary by contribution assumption: employee only about $175,931 at 4% or $117,288 at 6%; with 50% employer match about $117,288 at 4% or $78,192 at 6%; with 100% employer match about $87,966 at 4% or $58,644 at 6%.
2018179$12,911,492$172,735$2,187iApproximate average salary by contribution assumption: employee only about $54,663 at 4% or $36,442 at 6%; with 50% employer match about $36,442 at 4% or $24,295 at 6%; with 100% employer match about $27,331 at 4% or $18,221 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-79$12,911,492$172,735$2,187iApproximate average salary by contribution assumption: employee only about $54,663 at 4% or $36,442 at 6%; with 50% employer match about $36,442 at 4% or $24,295 at 6%; with 100% employer match about $27,331 at 4% or $18,221 at 6%.
2017178$13,930,937$533,063$6,834iApproximate average salary by contribution assumption: employee only about $170,854 at 4% or $113,902 at 6%; with 50% employer match about $113,902 at 4% or $75,935 at 6%; with 100% employer match about $85,427 at 4% or $56,951 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-78$13,930,937$533,063$6,834iApproximate average salary by contribution assumption: employee only about $170,854 at 4% or $113,902 at 6%; with 50% employer match about $113,902 at 4% or $75,935 at 6%; with 100% employer match about $85,427 at 4% or $56,951 at 6%.
2016151$13,049,896$521,370$10,223iApproximate average salary by contribution assumption: employee only about $255,574 at 4% or $170,382 at 6%; with 50% employer match about $170,382 at 4% or $113,588 at 6%; with 100% employer match about $127,787 at 4% or $85,191 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-51$13,049,896$521,370$10,223iApproximate average salary by contribution assumption: employee only about $255,574 at 4% or $170,382 at 6%; with 50% employer match about $170,382 at 4% or $113,588 at 6%; with 100% employer match about $127,787 at 4% or $85,191 at 6%.
2015253$11,845,680$2,170,528$40,953iApproximate average salary by contribution assumption: employee only about $1,023,834 at 4% or $682,556 at 6%; with 50% employer match about $682,556 at 4% or $455,037 at 6%; with 100% employer match about $511,917 at 4% or $341,278 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-53$11,845,680$733,470$13,839iApproximate average salary by contribution assumption: employee only about $345,976 at 4% or $230,651 at 6%; with 50% employer match about $230,651 at 4% or $153,767 at 6%; with 100% employer match about $172,988 at 4% or $115,325 at 6%.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS EMPLOYEES' PENSION PLAN-0$0$1,437,058-
2014296$20,137,183$870,061$9,063iApproximate average salary by contribution assumption: employee only about $226,578 at 4% or $151,052 at 6%; with 50% employer match about $151,052 at 4% or $100,702 at 6%; with 100% employer match about $113,289 at 4% or $75,526 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-60$10,847,041$570,061$9,501iApproximate average salary by contribution assumption: employee only about $237,525 at 4% or $158,350 at 6%; with 50% employer match about $158,350 at 4% or $105,567 at 6%; with 100% employer match about $118,763 at 4% or $79,175 at 6%.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS EMPLOYEES' PENSION PLAN-96$9,290,142$300,000$3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%.
2013261$21,423,134$705,740$11,570iApproximate average salary by contribution assumption: employee only about $289,238 at 4% or $192,825 at 6%; with 50% employer match about $192,825 at 4% or $128,550 at 6%; with 100% employer match about $144,619 at 4% or $96,413 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-61$11,422,960$705,740$11,570iApproximate average salary by contribution assumption: employee only about $289,238 at 4% or $192,825 at 6%; with 50% employer match about $192,825 at 4% or $128,550 at 6%; with 100% employer match about $144,619 at 4% or $96,413 at 6%.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADIVSORS EMPLOYEES' PENSION PLAN-11$10,000,174--
2012261$21,108,744$5,749,263$94,250iApproximate average salary by contribution assumption: employee only about $2,356,255 at 4% or $1,570,837 at 6%; with 50% employer match about $1,570,837 at 4% or $1,047,225 at 6%; with 100% employer match about $1,178,128 at 4% or $785,418 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-61$10,576,342$2,181,215$35,758iApproximate average salary by contribution assumption: employee only about $893,941 at 4% or $595,960 at 6%; with 50% employer match about $595,960 at 4% or $397,307 at 6%; with 100% employer match about $446,970 at 4% or $297,980 at 6%.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADIVSORS EMPLOYEES' PENSION PLAN-12$10,532,402$3,568,048$297,337iApproximate average salary by contribution assumption: employee only about $7,433,433 at 4% or $4,955,622 at 6%; with 50% employer match about $4,955,622 at 4% or $3,303,748 at 6%; with 100% employer match about $3,716,717 at 4% or $2,477,811 at 6%.
2011264$15,013,580$1,050,035$16,407iApproximate average salary by contribution assumption: employee only about $410,170 at 4% or $273,447 at 6%; with 50% employer match about $273,447 at 4% or $182,298 at 6%; with 100% employer match about $205,085 at 4% or $136,723 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-64$7,877,154$559,590$8,744iApproximate average salary by contribution assumption: employee only about $218,590 at 4% or $145,727 at 6%; with 50% employer match about $145,727 at 4% or $97,151 at 6%; with 100% employer match about $109,295 at 4% or $72,863 at 6%.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADIVSORS EMPLOYEES' PENSION PLAN-12$7,136,426$490,445$40,870iApproximate average salary by contribution assumption: employee only about $1,021,760 at 4% or $681,174 at 6%; with 50% employer match about $681,174 at 4% or $454,116 at 6%; with 100% employer match about $510,880 at 4% or $340,587 at 6%.
2010264$15,154,589$1,002,844$15,669iApproximate average salary by contribution assumption: employee only about $391,736 at 4% or $261,157 at 6%; with 50% employer match about $261,157 at 4% or $174,105 at 6%; with 100% employer match about $195,868 at 4% or $130,579 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-64$8,685,419$571,496$8,930iApproximate average salary by contribution assumption: employee only about $223,241 at 4% or $148,827 at 6%; with 50% employer match about $148,827 at 4% or $99,218 at 6%; with 100% employer match about $111,620 at 4% or $74,414 at 6%.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADIVSORS EMPLOYEES' PENSION PLAN-14$6,469,170$431,348$30,811iApproximate average salary by contribution assumption: employee only about $770,264 at 4% or $513,510 at 6%; with 50% employer match about $513,510 at 4% or $342,340 at 6%; with 100% employer match about $385,132 at 4% or $256,755 at 6%.
2009272$13,647,679$992,405$13,783iApproximate average salary by contribution assumption: employee only about $344,585 at 4% or $229,723 at 6%; with 50% employer match about $229,723 at 4% or $153,149 at 6%; with 100% employer match about $172,293 at 4% or $114,862 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-72$7,700,807$645,894$8,971iApproximate average salary by contribution assumption: employee only about $224,269 at 4% or $149,513 at 6%; with 50% employer match about $149,513 at 4% or $99,675 at 6%; with 100% employer match about $112,134 at 4% or $74,756 at 6%.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADIVSORS EMPLOYEES' PENSION PLAN-15$5,946,872$346,511$23,101iApproximate average salary by contribution assumption: employee only about $577,518 at 4% or $385,012 at 6%; with 50% employer match about $385,012 at 4% or $256,675 at 6%; with 100% employer match about $288,759 at 4% or $192,506 at 6%.
2008279$5,402,267$414,723$5,250iApproximate average salary by contribution assumption: employee only about $131,241 at 4% or $87,494 at 6%; with 50% employer match about $87,494 at 4% or $58,330 at 6%; with 100% employer match about $65,621 at 4% or $43,747 at 6%.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADIVSORS EMPLOYEES PENSION PLAN-15$5,402,267$414,723$27,648iApproximate average salary by contribution assumption: employee only about $691,205 at 4% or $460,803 at 6%; with 50% employer match about $460,803 at 4% or $307,202 at 6%; with 100% employer match about $345,603 at 4% or $230,402 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-79---
2007268$4,734,985$333,160$4,899iApproximate average salary by contribution assumption: employee only about $122,485 at 4% or $81,657 at 6%; with 50% employer match about $81,657 at 4% or $54,438 at 6%; with 100% employer match about $61,243 at 4% or $40,828 at 6%.
NATIONAL ASSOCIATION OF INSURANCE A ND FINANCIAL ADVISORS EMPLOYEES PE NSION PLAN-17$4,734,985$333,160$19,598iApproximate average salary by contribution assumption: employee only about $489,941 at 4% or $326,627 at 6%; with 50% employer match about $326,627 at 4% or $217,752 at 6%; with 100% employer match about $244,971 at 4% or $163,314 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-68---
2006266$13,549,464$1,024,538$15,523iApproximate average salary by contribution assumption: employee only about $388,083 at 4% or $258,722 at 6%; with 50% employer match about $258,722 at 4% or $172,481 at 6%; with 100% employer match about $194,041 at 4% or $129,361 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-66$6,916,537$702,538$10,645iApproximate average salary by contribution assumption: employee only about $266,113 at 4% or $177,409 at 6%; with 50% employer match about $177,409 at 4% or $118,272 at 6%; with 100% employer match about $133,056 at 4% or $88,704 at 6%.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS EMPLOYEES PENSION PLAN-20$6,632,927$322,000$16,100iApproximate average salary by contribution assumption: employee only about $402,500 at 4% or $268,333 at 6%; with 50% employer match about $268,333 at 4% or $178,889 at 6%; with 100% employer match about $201,250 at 4% or $134,167 at 6%.
2005266$12,105,769$833,924$12,635iApproximate average salary by contribution assumption: employee only about $315,880 at 4% or $210,587 at 6%; with 50% employer match about $210,587 at 4% or $140,391 at 6%; with 100% employer match about $157,940 at 4% or $105,293 at 6%.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS EMPLOYEES PENSION PLAN-23$6,268,994$304,930$13,258iApproximate average salary by contribution assumption: employee only about $331,446 at 4% or $220,964 at 6%; with 50% employer match about $220,964 at 4% or $147,309 at 6%; with 100% employer match about $165,723 at 4% or $110,482 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-66$5,836,775$528,994$8,015iApproximate average salary by contribution assumption: employee only about $200,377 at 4% or $133,584 at 6%; with 50% employer match about $133,584 at 4% or $89,056 at 6%; with 100% employer match about $100,188 at 4% or $66,792 at 6%.
2004263$10,601,865$689,934$10,951iApproximate average salary by contribution assumption: employee only about $273,783 at 4% or $182,522 at 6%; with 50% employer match about $182,522 at 4% or $121,681 at 6%; with 100% employer match about $136,892 at 4% or $91,261 at 6%.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS EMPLOYEES PENSION PLAN-27$5,572,407$185,324$6,864iApproximate average salary by contribution assumption: employee only about $171,596 at 4% or $114,398 at 6%; with 50% employer match about $114,398 at 4% or $76,265 at 6%; with 100% employer match about $85,798 at 4% or $57,199 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-63$5,029,458$504,610$8,010iApproximate average salary by contribution assumption: employee only about $200,242 at 4% or $133,495 at 6%; with 50% employer match about $133,495 at 4% or $88,996 at 6%; with 100% employer match about $100,121 at 4% or $66,747 at 6%.
2003270$9,968,143$690,856$9,869iApproximate average salary by contribution assumption: employee only about $246,734 at 4% or $164,490 at 6%; with 50% employer match about $164,490 at 4% or $109,660 at 6%; with 100% employer match about $123,367 at 4% or $82,245 at 6%.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS EMPLOYEES PENSION PLAN-28$5,276,805$209,500$7,482iApproximate average salary by contribution assumption: employee only about $187,054 at 4% or $124,702 at 6%; with 50% employer match about $124,702 at 4% or $83,135 at 6%; with 100% employer match about $93,527 at 4% or $62,351 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-70$4,691,338$481,356$6,877iApproximate average salary by contribution assumption: employee only about $171,913 at 4% or $114,609 at 6%; with 50% employer match about $114,609 at 4% or $76,406 at 6%; with 100% employer match about $85,956 at 4% or $57,304 at 6%.
2002271$4,670,948$579,863$8,167iApproximate average salary by contribution assumption: employee only about $204,177 at 4% or $136,118 at 6%; with 50% employer match about $136,118 at 4% or $90,745 at 6%; with 100% employer match about $102,089 at 4% or $68,059 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-71$4,670,948$579,863$8,167iApproximate average salary by contribution assumption: employee only about $204,177 at 4% or $136,118 at 6%; with 50% employer match about $136,118 at 4% or $90,745 at 6%; with 100% employer match about $102,089 at 4% or $68,059 at 6%.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS EMPLOYEES PENSION PLAN-29---
20012106$9,461,853$833,328$7,862iApproximate average salary by contribution assumption: employee only about $196,540 at 4% or $131,026 at 6%; with 50% employer match about $131,026 at 4% or $87,351 at 6%; with 100% employer match about $98,270 at 4% or $65,513 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-106$4,775,773$680,221$6,417iApproximate average salary by contribution assumption: employee only about $160,429 at 4% or $106,953 at 6%; with 50% employer match about $106,953 at 4% or $71,302 at 6%; with 100% employer match about $80,215 at 4% or $53,476 at 6%.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS EMPLOYEES PENSION PLAN-44$4,686,080$153,107$3,480iApproximate average salary by contribution assumption: employee only about $86,993 at 4% or $57,995 at 6%; with 50% employer match about $57,995 at 4% or $38,663 at 6%; with 100% employer match about $43,496 at 4% or $28,998 at 6%.
20002100$9,272,353$992,228$9,922iApproximate average salary by contribution assumption: employee only about $248,057 at 4% or $165,371 at 6%; with 50% employer match about $165,371 at 4% or $110,248 at 6%; with 100% employer match about $124,029 at 4% or $82,686 at 6%.
National Association of Insurance and Financial Advisors 401(K) Savings Plan-100$4,735,709$714,427$7,144iApproximate average salary by contribution assumption: employee only about $178,607 at 4% or $119,071 at 6%; with 50% employer match about $119,071 at 4% or $79,381 at 6%; with 100% employer match about $89,303 at 4% or $59,536 at 6%.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS EMPLOYEES PENSION PLAN-60$4,536,644$277,801$4,630iApproximate average salary by contribution assumption: employee only about $115,750 at 4% or $77,167 at 6%; with 50% employer match about $77,167 at 4% or $51,445 at 6%; with 100% employer match about $57,875 at 4% or $38,583 at 6%.