Civic Intelligence

Northeast Retirement Services LLC

Plan context: Sbera 401(K) Plan as Adopted by Northeast Retirement Services Inc.

EIN 81-5140646 • Richmond, VA • 10 filings • 3 plans

12201 Gayton Road Suite 220Richmond, VA 23238
Current Snapshot

Latest Year

2024

2024 Participants

85

2024 Assets

$25,708,297

2024 Contributions

$2,716,277

Historical Graphs

Total Assets Over Time

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

$25,708,297$12,854,149$0201620202024YearValue
$25,708,297Latest year 2024

Participants Over Time

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

89450201620202024YearValue
85Latest 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
2024185$25,708,297$2,716,277$31,956iApproximate average salary by contribution assumption: employee only about $798,905 at 4% or $532,603 at 6%; with 50% employer match about $532,603 at 4% or $355,069 at 6%; with 100% employer match about $399,453 at 4% or $266,302 at 6%.
Sbera 401(K) Plan as Adopted by Northeast Retirement Services Inc.-85$25,708,297$2,716,277$31,956iApproximate average salary by contribution assumption: employee only about $798,905 at 4% or $532,603 at 6%; with 50% employer match about $532,603 at 4% or $355,069 at 6%; with 100% employer match about $399,453 at 4% or $266,302 at 6%.
2023189$20,904,673$1,784,613$20,052iApproximate average salary by contribution assumption: employee only about $501,296 at 4% or $334,197 at 6%; with 50% employer match about $334,197 at 4% or $222,798 at 6%; with 100% employer match about $250,648 at 4% or $167,099 at 6%.
Sbera 401(K) Plan as Adopted by Northeast Retirement Services Inc.-89$20,904,673$1,784,613$20,052iApproximate average salary by contribution assumption: employee only about $501,296 at 4% or $334,197 at 6%; with 50% employer match about $334,197 at 4% or $222,798 at 6%; with 100% employer match about $250,648 at 4% or $167,099 at 6%.
2022181$17,210,283$1,295,517$15,994iApproximate average salary by contribution assumption: employee only about $399,851 at 4% or $266,567 at 6%; with 50% employer match about $266,567 at 4% or $177,712 at 6%; with 100% employer match about $199,925 at 4% or $133,284 at 6%.
Sbera 401(K) Plan as Adopted by Northeast Retirement Services Inc.-81$17,210,283$1,295,517$15,994iApproximate average salary by contribution assumption: employee only about $399,851 at 4% or $266,567 at 6%; with 50% employer match about $266,567 at 4% or $177,712 at 6%; with 100% employer match about $199,925 at 4% or $133,284 at 6%.
2021180$24,456,020$1,187,405$14,843iApproximate average salary by contribution assumption: employee only about $371,064 at 4% or $247,376 at 6%; with 50% employer match about $247,376 at 4% or $164,917 at 6%; with 100% employer match about $185,532 at 4% or $123,688 at 6%.
Sbera 401(K) Plan as Adopted by Northeast Retirement Services Inc.-80$24,456,020$1,187,405$14,843iApproximate average salary by contribution assumption: employee only about $371,064 at 4% or $247,376 at 6%; with 50% employer match about $247,376 at 4% or $164,917 at 6%; with 100% employer match about $185,532 at 4% or $123,688 at 6%.
2020179$21,061,757$1,299,473$16,449iApproximate average salary by contribution assumption: employee only about $411,226 at 4% or $274,150 at 6%; with 50% employer match about $274,150 at 4% or $182,767 at 6%; with 100% employer match about $205,613 at 4% or $137,075 at 6%.
Sbera 401(K) Plan as Adopted by Northeast Retirement Services Inc.-79$21,061,757$1,299,473$16,449iApproximate average salary by contribution assumption: employee only about $411,226 at 4% or $274,150 at 6%; with 50% employer match about $274,150 at 4% or $182,767 at 6%; with 100% employer match about $205,613 at 4% or $137,075 at 6%.
2019282$18,029,345$4,957,742$60,460iApproximate average salary by contribution assumption: employee only about $1,511,507 at 4% or $1,007,671 at 6%; with 50% employer match about $1,007,671 at 4% or $671,781 at 6%; with 100% employer match about $755,753 at 4% or $503,836 at 6%.
Sbera 401(K) Plan as Adopted by Northeast Retirement Services Inc.-82$18,029,345$4,957,284$60,455iApproximate average salary by contribution assumption: employee only about $1,511,367 at 4% or $1,007,578 at 6%; with 50% employer match about $1,007,578 at 4% or $671,719 at 6%; with 100% employer match about $755,684 at 4% or $503,789 at 6%.
DOMINION AUTO GROUP 2 401(K) PLAN-0$0$458-
2018182$12,048,298$1,244,360$15,175iApproximate average salary by contribution assumption: employee only about $379,378 at 4% or $252,919 at 6%; with 50% employer match about $252,919 at 4% or $168,612 at 6%; with 100% employer match about $189,689 at 4% or $126,459 at 6%.
Sbera 401(K) Plan as Adopted by Northeast Retirement Services Inc.-82$12,048,298$1,244,360$15,175iApproximate average salary by contribution assumption: employee only about $379,378 at 4% or $252,919 at 6%; with 50% employer match about $252,919 at 4% or $168,612 at 6%; with 100% employer match about $189,689 at 4% or $126,459 at 6%.
2017175$11,603,310$1,205,525$16,074iApproximate average salary by contribution assumption: employee only about $401,842 at 4% or $267,894 at 6%; with 50% employer match about $267,894 at 4% or $178,596 at 6%; with 100% employer match about $200,921 at 4% or $133,947 at 6%.
Sbera 401(K) Plan as Adopted by Northeast Retirement Services Inc.-75$11,603,310$1,205,525$16,074iApproximate average salary by contribution assumption: employee only about $401,842 at 4% or $267,894 at 6%; with 50% employer match about $267,894 at 4% or $178,596 at 6%; with 100% employer match about $200,921 at 4% or $133,947 at 6%.
2016182$9,758,912$906,782$11,058iApproximate average salary by contribution assumption: employee only about $276,458 at 4% or $184,305 at 6%; with 50% employer match about $184,305 at 4% or $122,870 at 6%; with 100% employer match about $138,229 at 4% or $92,153 at 6%.
Sbera 401(K) Plan as Adopted by Northeast Retirement Services Inc.-82$9,758,912$906,782$11,058iApproximate average salary by contribution assumption: employee only about $276,458 at 4% or $184,305 at 6%; with 50% employer match about $184,305 at 4% or $122,870 at 6%; with 100% employer match about $138,229 at 4% or $92,153 at 6%.