NAVIGATE FINANCIAL LLC
Plan context: NAVIGATE FINANCIAL 401(K) PLAN
EIN 86-2588529 • Suwanee, GA • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$288,410
2025 Contributions
$39,643
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 | 3 | $288,410 | $39,643 | $13,214iApproximate average salary by contribution assumption: employee only about $330,358 at 4% or $220,239 at 6%; with 50% employer match about $220,239 at 4% or $146,826 at 6%; with 100% employer match about $165,179 at 4% or $110,119 at 6%. |
| NAVIGATE FINANCIAL 401(K) PLAN | - | 3 | $288,410 | $39,643 | $13,214iApproximate average salary by contribution assumption: employee only about $330,358 at 4% or $220,239 at 6%; with 50% employer match about $220,239 at 4% or $146,826 at 6%; with 100% employer match about $165,179 at 4% or $110,119 at 6%. |
| 2024 | 1 | 3 | $215,963 | $37,554 | $12,518iApproximate average salary by contribution assumption: employee only about $312,950 at 4% or $208,633 at 6%; with 50% employer match about $208,633 at 4% or $139,089 at 6%; with 100% employer match about $156,475 at 4% or $104,317 at 6%. |
| NAVIGATE FINANCIAL 401(K) PLAN | - | 3 | $215,963 | $37,554 | $12,518iApproximate average salary by contribution assumption: employee only about $312,950 at 4% or $208,633 at 6%; with 50% employer match about $208,633 at 4% or $139,089 at 6%; with 100% employer match about $156,475 at 4% or $104,317 at 6%. |