Navasync Private Wealth LLC
Plan context: Navasync Private Wealth LLC 401(K) Profit Sharing Plan & Trust
EIN 86-2563958 • Shrewsbury, NJ • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$271,752
2025 Contributions
$47,053
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $271,752 | $47,053 | $11,763iApproximate average salary by contribution assumption: employee only about $294,081 at 4% or $196,054 at 6%; with 50% employer match about $196,054 at 4% or $130,703 at 6%; with 100% employer match about $147,041 at 4% or $98,027 at 6%. |
| Navasync Private Wealth LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $271,752 | $47,053 | $11,763iApproximate average salary by contribution assumption: employee only about $294,081 at 4% or $196,054 at 6%; with 50% employer match about $196,054 at 4% or $130,703 at 6%; with 100% employer match about $147,041 at 4% or $98,027 at 6%. |
| 2024 | 1 | 4 | $231,568 | $46,793 | $11,698iApproximate average salary by contribution assumption: employee only about $292,456 at 4% or $194,971 at 6%; with 50% employer match about $194,971 at 4% or $129,981 at 6%; with 100% employer match about $146,228 at 4% or $97,485 at 6%. |
| Navasync Private Wealth LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $231,568 | $46,793 | $11,698iApproximate average salary by contribution assumption: employee only about $292,456 at 4% or $194,971 at 6%; with 50% employer match about $194,971 at 4% or $129,981 at 6%; with 100% employer match about $146,228 at 4% or $97,485 at 6%. |
| 2023 | 1 | 4 | $155,692 | $44,925 | $11,231iApproximate average salary by contribution assumption: employee only about $280,781 at 4% or $187,188 at 6%; with 50% employer match about $187,188 at 4% or $124,792 at 6%; with 100% employer match about $140,391 at 4% or $93,594 at 6%. |
| Navasync Private Wealth LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $155,692 | $44,925 | $11,231iApproximate average salary by contribution assumption: employee only about $280,781 at 4% or $187,188 at 6%; with 50% employer match about $187,188 at 4% or $124,792 at 6%; with 100% employer match about $140,391 at 4% or $93,594 at 6%. |
| 2022 | 1 | 4 | $89,362 | $67,089 | $16,772iApproximate average salary by contribution assumption: employee only about $419,306 at 4% or $279,538 at 6%; with 50% employer match about $279,538 at 4% or $186,358 at 6%; with 100% employer match about $209,653 at 4% or $139,769 at 6%. |
| Navasync Private Wealth LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $89,362 | $67,089 | $16,772iApproximate average salary by contribution assumption: employee only about $419,306 at 4% or $279,538 at 6%; with 50% employer match about $279,538 at 4% or $186,358 at 6%; with 100% employer match about $209,653 at 4% or $139,769 at 6%. |
| 2021 | 1 | 3 | $30,975 | $30,201 | $10,067iApproximate average salary by contribution assumption: employee only about $251,675 at 4% or $167,783 at 6%; with 50% employer match about $167,783 at 4% or $111,856 at 6%; with 100% employer match about $125,838 at 4% or $83,892 at 6%. |
| Navasync Private Wealth LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $30,975 | $30,201 | $10,067iApproximate average salary by contribution assumption: employee only about $251,675 at 4% or $167,783 at 6%; with 50% employer match about $167,783 at 4% or $111,856 at 6%; with 100% employer match about $125,838 at 4% or $83,892 at 6%. |