Civic Intelligence

New Wellington Financial LLC

Plan context: New Wellington Financial LLC 401(K) Profit Sharing Plan

EIN 59-2065992 • Charlottesville, VA • 23 filings • 3 plans

1706 Emmet St N Ste 2Charlottesville, VA 22901-2822
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$3,251,699

2025 Contributions

$134,155

Historical Graphs

Total Assets Over Time

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

$3,251,699$1,625,850$0200320152025YearValue
$3,251,699Latest year 2025

Participants Over Time

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

1470200320142025YearValue
10Latest year 2025

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
2025110$3,251,699$134,155$13,416iApproximate average salary by contribution assumption: employee only about $335,388 at 4% or $223,592 at 6%; with 50% employer match about $223,592 at 4% or $149,061 at 6%; with 100% employer match about $167,694 at 4% or $111,796 at 6%.
New Wellington Financial LLC 401(K) Profit Sharing Plan-10$3,251,699$134,155$13,416iApproximate average salary by contribution assumption: employee only about $335,388 at 4% or $223,592 at 6%; with 50% employer match about $223,592 at 4% or $149,061 at 6%; with 100% employer match about $167,694 at 4% or $111,796 at 6%.
2024110$2,791,340$151,818$15,182iApproximate average salary by contribution assumption: employee only about $379,545 at 4% or $253,030 at 6%; with 50% employer match about $253,030 at 4% or $168,687 at 6%; with 100% employer match about $189,773 at 4% or $126,515 at 6%.
New Wellington Financial LLC 401(K) Profit Sharing Plan-10$2,791,340$151,818$15,182iApproximate average salary by contribution assumption: employee only about $379,545 at 4% or $253,030 at 6%; with 50% employer match about $253,030 at 4% or $168,687 at 6%; with 100% employer match about $189,773 at 4% or $126,515 at 6%.
2023110$2,407,213$130,442$13,044iApproximate average salary by contribution assumption: employee only about $326,105 at 4% or $217,403 at 6%; with 50% employer match about $217,403 at 4% or $144,936 at 6%; with 100% employer match about $163,053 at 4% or $108,702 at 6%.
New Wellington Financial LLC 401(K) Profit Sharing Plan-10$2,407,213$130,442$13,044iApproximate average salary by contribution assumption: employee only about $326,105 at 4% or $217,403 at 6%; with 50% employer match about $217,403 at 4% or $144,936 at 6%; with 100% employer match about $163,053 at 4% or $108,702 at 6%.
2022110$2,046,389$123,525$12,353iApproximate average salary by contribution assumption: employee only about $308,813 at 4% or $205,875 at 6%; with 50% employer match about $205,875 at 4% or $137,250 at 6%; with 100% employer match about $154,406 at 4% or $102,938 at 6%.
New Wellington Financial LLC 401(K) Profit Sharing Plan-10$2,046,389$123,525$12,353iApproximate average salary by contribution assumption: employee only about $308,813 at 4% or $205,875 at 6%; with 50% employer match about $205,875 at 4% or $137,250 at 6%; with 100% employer match about $154,406 at 4% or $102,938 at 6%.
2021111$2,172,104$117,507$10,682iApproximate average salary by contribution assumption: employee only about $267,061 at 4% or $178,041 at 6%; with 50% employer match about $178,041 at 4% or $118,694 at 6%; with 100% employer match about $133,531 at 4% or $89,020 at 6%.
New Wellington Financial LLC 401(K) Profit Sharing Plan-11$2,172,104$117,507$10,682iApproximate average salary by contribution assumption: employee only about $267,061 at 4% or $178,041 at 6%; with 50% employer match about $178,041 at 4% or $118,694 at 6%; with 100% employer match about $133,531 at 4% or $89,020 at 6%.
2020111$1,922,910$113,763$10,342iApproximate average salary by contribution assumption: employee only about $258,552 at 4% or $172,368 at 6%; with 50% employer match about $172,368 at 4% or $114,912 at 6%; with 100% employer match about $129,276 at 4% or $86,184 at 6%.
New Wellington Financial LLC 401(K) Profit Sharing Plan-11$1,922,910$113,763$10,342iApproximate average salary by contribution assumption: employee only about $258,552 at 4% or $172,368 at 6%; with 50% employer match about $172,368 at 4% or $114,912 at 6%; with 100% employer match about $129,276 at 4% or $86,184 at 6%.
2019111$1,662,760$84,544$7,686iApproximate average salary by contribution assumption: employee only about $192,145 at 4% or $128,097 at 6%; with 50% employer match about $128,097 at 4% or $85,398 at 6%; with 100% employer match about $96,073 at 4% or $64,048 at 6%.
New Wellington Financial LLC 401(K) Profit Sharing Plan-11$1,662,760$84,544$7,686iApproximate average salary by contribution assumption: employee only about $192,145 at 4% or $128,097 at 6%; with 50% employer match about $128,097 at 4% or $85,398 at 6%; with 100% employer match about $96,073 at 4% or $64,048 at 6%.
2018111$1,281,533$82,199$7,473iApproximate average salary by contribution assumption: employee only about $186,816 at 4% or $124,544 at 6%; with 50% employer match about $124,544 at 4% or $83,029 at 6%; with 100% employer match about $93,408 at 4% or $62,272 at 6%.
New Wellington Financial LLC 401(K) Profit Sharing Plan-11$1,281,533$82,199$7,473iApproximate average salary by contribution assumption: employee only about $186,816 at 4% or $124,544 at 6%; with 50% employer match about $124,544 at 4% or $83,029 at 6%; with 100% employer match about $93,408 at 4% or $62,272 at 6%.
2017111$1,305,858$75,365$6,851iApproximate average salary by contribution assumption: employee only about $171,284 at 4% or $114,189 at 6%; with 50% employer match about $114,189 at 4% or $76,126 at 6%; with 100% employer match about $85,642 at 4% or $57,095 at 6%.
New Wellington Financial LLC 401(K) Profit Sharing Plan-11$1,305,858$75,365$6,851iApproximate average salary by contribution assumption: employee only about $171,284 at 4% or $114,189 at 6%; with 50% employer match about $114,189 at 4% or $76,126 at 6%; with 100% employer match about $85,642 at 4% or $57,095 at 6%.
2016111$1,031,458$78,199$7,109iApproximate average salary by contribution assumption: employee only about $177,725 at 4% or $118,483 at 6%; with 50% employer match about $118,483 at 4% or $78,989 at 6%; with 100% employer match about $88,863 at 4% or $59,242 at 6%.
New Wellington Financial LLC 401(K) Profit Sharing Plan-11$1,031,458$78,199$7,109iApproximate average salary by contribution assumption: employee only about $177,725 at 4% or $118,483 at 6%; with 50% employer match about $118,483 at 4% or $78,989 at 6%; with 100% employer match about $88,863 at 4% or $59,242 at 6%.
201518$905,205$75,181$9,398iApproximate average salary by contribution assumption: employee only about $234,941 at 4% or $156,627 at 6%; with 50% employer match about $156,627 at 4% or $104,418 at 6%; with 100% employer match about $117,470 at 4% or $78,314 at 6%.
New Wellington Financial LLC 401(K) Profit Sharing Plan-8$905,205$75,181$9,398iApproximate average salary by contribution assumption: employee only about $234,941 at 4% or $156,627 at 6%; with 50% employer match about $156,627 at 4% or $104,418 at 6%; with 100% employer match about $117,470 at 4% or $78,314 at 6%.
201419$850,508$68,539$7,615iApproximate average salary by contribution assumption: employee only about $190,386 at 4% or $126,924 at 6%; with 50% employer match about $126,924 at 4% or $84,616 at 6%; with 100% employer match about $95,193 at 4% or $63,462 at 6%.
New Wellington Financial LLC 401(K) Profit Sharing Plan-9$850,508$68,539$7,615iApproximate average salary by contribution assumption: employee only about $190,386 at 4% or $126,924 at 6%; with 50% employer match about $126,924 at 4% or $84,616 at 6%; with 100% employer match about $95,193 at 4% or $63,462 at 6%.
2013111$741,385$72,120$6,556iApproximate average salary by contribution assumption: employee only about $163,909 at 4% or $109,273 at 6%; with 50% employer match about $109,273 at 4% or $72,848 at 6%; with 100% employer match about $81,955 at 4% or $54,636 at 6%.
New Wellington Financial LLC 401(K) Profit Sharing Plan-11$741,385$72,120$6,556iApproximate average salary by contribution assumption: employee only about $163,909 at 4% or $109,273 at 6%; with 50% employer match about $109,273 at 4% or $72,848 at 6%; with 100% employer match about $81,955 at 4% or $54,636 at 6%.
2012111$554,273$51,745$4,704iApproximate average salary by contribution assumption: employee only about $117,602 at 4% or $78,402 at 6%; with 50% employer match about $78,402 at 4% or $52,268 at 6%; with 100% employer match about $58,801 at 4% or $39,201 at 6%.
New Wellington Financial LLC 401(K) Profit Sharing Plan-11$554,273$51,745$4,704iApproximate average salary by contribution assumption: employee only about $117,602 at 4% or $78,402 at 6%; with 50% employer match about $78,402 at 4% or $52,268 at 6%; with 100% employer match about $58,801 at 4% or $39,201 at 6%.
2011112$465,761$77,590$6,466iApproximate average salary by contribution assumption: employee only about $161,646 at 4% or $107,764 at 6%; with 50% employer match about $107,764 at 4% or $71,843 at 6%; with 100% employer match about $80,823 at 4% or $53,882 at 6%.
New Wellington Financial LLC 401(K) Profit Sharing Plan-12$465,761$77,590$6,466iApproximate average salary by contribution assumption: employee only about $161,646 at 4% or $107,764 at 6%; with 50% employer match about $107,764 at 4% or $71,843 at 6%; with 100% employer match about $80,823 at 4% or $53,882 at 6%.
2010112$407,805$69,060$5,755iApproximate average salary by contribution assumption: employee only about $143,875 at 4% or $95,917 at 6%; with 50% employer match about $95,917 at 4% or $63,944 at 6%; with 100% employer match about $71,938 at 4% or $47,958 at 6%.
New Wellington Financial LLC 401(K) Profit Sharing Plan-12$407,805$69,060$5,755iApproximate average salary by contribution assumption: employee only about $143,875 at 4% or $95,917 at 6%; with 50% employer match about $95,917 at 4% or $63,944 at 6%; with 100% employer match about $71,938 at 4% or $47,958 at 6%.
2009112$291,107$67,650$5,638iApproximate average salary by contribution assumption: employee only about $140,938 at 4% or $93,958 at 6%; with 50% employer match about $93,958 at 4% or $62,639 at 6%; with 100% employer match about $70,469 at 4% or $46,979 at 6%.
New Wellington Financial LLC 401(K) Profit Sharing Plan-12$291,107$67,650$5,638iApproximate average salary by contribution assumption: employee only about $140,938 at 4% or $93,958 at 6%; with 50% employer match about $93,958 at 4% or $62,639 at 6%; with 100% employer match about $70,469 at 4% or $46,979 at 6%.
2008114$180,606$44,380$3,170iApproximate average salary by contribution assumption: employee only about $79,250 at 4% or $52,833 at 6%; with 50% employer match about $52,833 at 4% or $35,222 at 6%; with 100% employer match about $39,625 at 4% or $26,417 at 6%.
New Wellington Financial LLC 401(K) Profit Sharing Plan-14$180,606$44,380$3,170iApproximate average salary by contribution assumption: employee only about $79,250 at 4% or $52,833 at 6%; with 50% employer match about $52,833 at 4% or $35,222 at 6%; with 100% employer match about $39,625 at 4% or $26,417 at 6%.
200719$0$0-
New Wellington Financial LLC 401(K) Profit Sharing Plan-9---
200618$372,522$83,869$10,484iApproximate average salary by contribution assumption: employee only about $262,091 at 4% or $174,727 at 6%; with 50% employer match about $174,727 at 4% or $116,485 at 6%; with 100% employer match about $131,045 at 4% or $87,364 at 6%.
New Wellington Financial LLC 401(K) Profit Sharing Plan-8$372,522$83,869$10,484iApproximate average salary by contribution assumption: employee only about $262,091 at 4% or $174,727 at 6%; with 50% employer match about $174,727 at 4% or $116,485 at 6%; with 100% employer match about $131,045 at 4% or $87,364 at 6%.
2005111$263,580$101,094$9,190iApproximate average salary by contribution assumption: employee only about $229,759 at 4% or $153,173 at 6%; with 50% employer match about $153,173 at 4% or $102,115 at 6%; with 100% employer match about $114,880 at 4% or $76,586 at 6%.
New Wellington Financial LLC 401(K) Profit Sharing Plan-11$263,580$101,094$9,190iApproximate average salary by contribution assumption: employee only about $229,759 at 4% or $153,173 at 6%; with 50% employer match about $153,173 at 4% or $102,115 at 6%; with 100% employer match about $114,880 at 4% or $76,586 at 6%.
2004111$155,137$89,800$8,164iApproximate average salary by contribution assumption: employee only about $204,091 at 4% or $136,061 at 6%; with 50% employer match about $136,061 at 4% or $90,707 at 6%; with 100% employer match about $102,045 at 4% or $68,030 at 6%.
New Wellington Financial LLC 401(K) Profit Sharing Plan-11$155,137$89,800$8,164iApproximate average salary by contribution assumption: employee only about $204,091 at 4% or $136,061 at 6%; with 50% employer match about $136,061 at 4% or $90,707 at 6%; with 100% employer match about $102,045 at 4% or $68,030 at 6%.
200319$58,351$58,351$6,483iApproximate average salary by contribution assumption: employee only about $162,086 at 4% or $108,057 at 6%; with 50% employer match about $108,057 at 4% or $72,038 at 6%; with 100% employer match about $81,043 at 4% or $54,029 at 6%.
New Wellington Financial LLC 401(K) Profit Sharing Plan-9$58,351$58,351$6,483iApproximate average salary by contribution assumption: employee only about $162,086 at 4% or $108,057 at 6%; with 50% employer match about $108,057 at 4% or $72,038 at 6%; with 100% employer match about $81,043 at 4% or $54,029 at 6%.