Department of Labor filing

BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC

BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 19, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

65filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$7,953

Reported employer contributions per active participant.

Higher than about 88% of comparable plans

#People in the filing

215

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$397 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 12% of comparable plans

↗Investment performance

Not available

Plan assets changed 16.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202465out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions88th percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expense12th percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC reported $1,709,865 in employer contributions across the plan and 215 active participants. That works out to $7,953 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy63%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 27.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 6.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context65/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,709,865
Participant contributions: $3,401,992
Other contributions: $704,335
Employer share of reported contributions: 33.4%
Beginning assets: $41,456,390
Ending assets: $48,225,418
Ending net assets: $48,225,418
Ending liabilities: $0
Total income: $12,126,215
Total expenses: $5,357,187
Administrative expenses: $142,101
Participant loans: $594,286

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$6,221

2023

$7,889

2024

$7,953

Plan-paid administrative expenses per participant

2022

$426

2023

$315

2024

$397

Active participants

2022

275

2023

256

2024

215

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$7,953	215	48.2M	20250919125317NAL0002534577001
2023	$7,889	256	41.5M	20240905100739NAL0020897025001
2022	$6,221	275	33.3M	20231013134004NAL0021957379001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 432012065-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2004
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2G2F2J2K2T3D2E

Current plan terms

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Filing ACK_ID20250919125317NAL0002534577001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗