Civic Intelligence

Bogart Wealth LLC

Plan context: Bogart Wealth LLC 401(K) Profit Sharing Plan & Trust

EIN 81-2984139 • Mc Lean, VA • 10 filings • 3 plans

2010 Corporate Rdg Ste 900Mc Lean, VA 22102-7857
Current Snapshot

Latest Year

2025

2025 Participants

50

2025 Assets

$5,973,200

2025 Contributions

$1,066,545

Historical Graphs

Total Assets Over Time

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

$5,973,200$2,986,600$0201620212025YearValue
$5,973,200Latest year 2025

Participants Over Time

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

50250201620212025YearValue
50Latest 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
2025150$5,973,200$1,066,545$21,331iApproximate average salary by contribution assumption: employee only about $533,273 at 4% or $355,515 at 6%; with 50% employer match about $355,515 at 4% or $237,010 at 6%; with 100% employer match about $266,636 at 4% or $177,758 at 6%.
Bogart Wealth LLC 401(K) Profit Sharing Plan & Trust-50$5,973,200$1,066,545$21,331iApproximate average salary by contribution assumption: employee only about $533,273 at 4% or $355,515 at 6%; with 50% employer match about $355,515 at 4% or $237,010 at 6%; with 100% employer match about $266,636 at 4% or $177,758 at 6%.
2024139$4,130,671$1,107,206$28,390iApproximate average salary by contribution assumption: employee only about $709,747 at 4% or $473,165 at 6%; with 50% employer match about $473,165 at 4% or $315,443 at 6%; with 100% employer match about $354,874 at 4% or $236,582 at 6%.
Bogart Wealth LLC 401(K) Profit Sharing Plan & Trust-39$4,130,671$1,107,206$28,390iApproximate average salary by contribution assumption: employee only about $709,747 at 4% or $473,165 at 6%; with 50% employer match about $473,165 at 4% or $315,443 at 6%; with 100% employer match about $354,874 at 4% or $236,582 at 6%.
2023134$2,530,281$682,518$20,074iApproximate average salary by contribution assumption: employee only about $501,851 at 4% or $334,568 at 6%; with 50% employer match about $334,568 at 4% or $223,045 at 6%; with 100% employer match about $250,926 at 4% or $167,284 at 6%.
Bogart Wealth LLC 401(K) Profit Sharing Plan & Trust-34$2,530,281$682,518$20,074iApproximate average salary by contribution assumption: employee only about $501,851 at 4% or $334,568 at 6%; with 50% employer match about $334,568 at 4% or $223,045 at 6%; with 100% employer match about $250,926 at 4% or $167,284 at 6%.
2022128$1,527,784$488,478$17,446iApproximate average salary by contribution assumption: employee only about $436,141 at 4% or $290,761 at 6%; with 50% employer match about $290,761 at 4% or $193,840 at 6%; with 100% employer match about $218,071 at 4% or $145,380 at 6%.
Bogart Wealth LLC 401(K) Profit Sharing Plan & Trust-28$1,527,784$488,478$17,446iApproximate average salary by contribution assumption: employee only about $436,141 at 4% or $290,761 at 6%; with 50% employer match about $290,761 at 4% or $193,840 at 6%; with 100% employer match about $218,071 at 4% or $145,380 at 6%.
2021121$1,396,095$358,799$17,086iApproximate average salary by contribution assumption: employee only about $427,142 at 4% or $284,761 at 6%; with 50% employer match about $284,761 at 4% or $189,841 at 6%; with 100% employer match about $213,571 at 4% or $142,381 at 6%.
Bogart Wealth LLC 401(K) Profit Sharing Plan & Trust-21$1,396,095$358,799$17,086iApproximate average salary by contribution assumption: employee only about $427,142 at 4% or $284,761 at 6%; with 50% employer match about $284,761 at 4% or $189,841 at 6%; with 100% employer match about $213,571 at 4% or $142,381 at 6%.
2020118$966,347$261,961$14,553iApproximate average salary by contribution assumption: employee only about $363,835 at 4% or $242,556 at 6%; with 50% employer match about $242,556 at 4% or $161,704 at 6%; with 100% employer match about $181,917 at 4% or $121,278 at 6%.
Bogart Wealth LLC 401(K) Profit Sharing Plan & Trust-18$966,347$261,961$14,553iApproximate average salary by contribution assumption: employee only about $363,835 at 4% or $242,556 at 6%; with 50% employer match about $242,556 at 4% or $161,704 at 6%; with 100% employer match about $181,917 at 4% or $121,278 at 6%.
2019114$745,976$313,999$22,429iApproximate average salary by contribution assumption: employee only about $560,713 at 4% or $373,808 at 6%; with 50% employer match about $373,808 at 4% or $249,206 at 6%; with 100% employer match about $280,356 at 4% or $186,904 at 6%.
Bogart Wealth LLC 401(K) Profit Sharing Plan & Trust-14$745,976$313,999$22,429iApproximate average salary by contribution assumption: employee only about $560,713 at 4% or $373,808 at 6%; with 50% employer match about $373,808 at 4% or $249,206 at 6%; with 100% employer match about $280,356 at 4% or $186,904 at 6%.
2018112$357,484$232,859$19,405iApproximate average salary by contribution assumption: employee only about $485,123 at 4% or $323,415 at 6%; with 50% employer match about $323,415 at 4% or $215,610 at 6%; with 100% employer match about $242,561 at 4% or $161,708 at 6%.
Bogart Wealth LLC 401(K) Profit Sharing Plan & Trust-12$357,484$232,859$19,405iApproximate average salary by contribution assumption: employee only about $485,123 at 4% or $323,415 at 6%; with 50% employer match about $323,415 at 4% or $215,610 at 6%; with 100% employer match about $242,561 at 4% or $161,708 at 6%.
2017113$157,759$103,762$7,982iApproximate average salary by contribution assumption: employee only about $199,542 at 4% or $133,028 at 6%; with 50% employer match about $133,028 at 4% or $88,685 at 6%; with 100% employer match about $99,771 at 4% or $66,514 at 6%.
Bogart Wealth LLC 401(K) Profit Sharing Plan & Trust-13$157,759$103,762$7,982iApproximate average salary by contribution assumption: employee only about $199,542 at 4% or $133,028 at 6%; with 50% employer match about $133,028 at 4% or $88,685 at 6%; with 100% employer match about $99,771 at 4% or $66,514 at 6%.
201616$38,594$39,034$6,506iApproximate average salary by contribution assumption: employee only about $162,642 at 4% or $108,428 at 6%; with 50% employer match about $108,428 at 4% or $72,285 at 6%; with 100% employer match about $81,321 at 4% or $54,214 at 6%.
Bogart Wealth LLC 401(K) Profit Sharing Plan & Trust-6$38,594$39,034$6,506iApproximate average salary by contribution assumption: employee only about $162,642 at 4% or $108,428 at 6%; with 50% employer match about $108,428 at 4% or $72,285 at 6%; with 100% employer match about $81,321 at 4% or $54,214 at 6%.