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Investment Services

401(k)/Profit Sharing Plan

A 401(k)/profit sharing plan is an employer-sponsored qualified retirement plan that allows employers to customize plan options.

With a 401(k)/profit sharing plan, you can determine employee eligibility, allow for optional employer contributions, and select vesting schedules for employer contributions. These plans may require more administration and cost than IRA based plans, but all contributions (employer and employee) and earnings are tax-deferred until they are withdrawn.


Your Middleburg Investment Services representative will help you structure the plan that meets the needs of your company and provides a way for your employees to save for retirement.




Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Middleburg Bank deposits and are not FDIC insured. These products are not obligations of the Middleburg Bank and are not endorsed, recommended or guaranteed by Middleburg Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states ( AL, AZ, CA, CO, CT, DC, ID, FL, GA, IA, IN, KY,MA, MD, MN, NJ, NY, NC, OK, OR, PA, SC, TN, TX, VA, WA, WV).
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