Civic Intelligence

Campbell Wealth Management, Inc.

Plan context: Campbell Wealth Management Inc. 401(K) Profit Sharing Plan

EIN 20-0193064 • Alexandria, VA • 20 filings • 7 plans

330 John Carlyle StreetSuite 400Alexandria, VA 22314
Current Snapshot

Latest Year

2024

2024 Participants

37

2024 Assets

$4,073,050

2024 Contributions

$38,660

Historical Graphs

Total Assets Over Time

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

$6,006,168$3,003,084$0200720152023YearValue
$4,073,050Latest year 2023

Participants Over Time

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

37190200720152023YearValue
37Latest year 2023

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
202410$0$38,660-
Campbell Wealth Management Inc. 401(K) Profit Sharing Plan-0$0$38,660-
2023137$4,073,050$952,978$25,756iApproximate average salary by contribution assumption: employee only about $643,904 at 4% or $429,269 at 6%; with 50% employer match about $429,269 at 4% or $286,180 at 6%; with 100% employer match about $321,952 at 4% or $214,635 at 6%.
Campbell Wealth Management Inc. 401(K) Profit Sharing Plan-37$4,073,050$952,978$25,756iApproximate average salary by contribution assumption: employee only about $643,904 at 4% or $429,269 at 6%; with 50% employer match about $429,269 at 4% or $286,180 at 6%; with 100% employer match about $321,952 at 4% or $214,635 at 6%.
2022231$6,006,168$935,588$30,180iApproximate average salary by contribution assumption: employee only about $754,506 at 4% or $503,004 at 6%; with 50% employer match about $503,004 at 4% or $335,336 at 6%; with 100% employer match about $377,253 at 4% or $251,502 at 6%.
Campbell Wealth Management Inc 401 K Profit Sharing Plan Trust-31$3,003,084$467,794$15,090iApproximate average salary by contribution assumption: employee only about $377,253 at 4% or $251,502 at 6%; with 50% employer match about $251,502 at 4% or $167,668 at 6%; with 100% employer match about $188,627 at 4% or $125,751 at 6%.
Campbell Wealth Management Inc. 401(K) Profit Sharing Plan-31$3,003,084$467,794$15,090iApproximate average salary by contribution assumption: employee only about $377,253 at 4% or $251,502 at 6%; with 50% employer match about $251,502 at 4% or $167,668 at 6%; with 100% employer match about $188,627 at 4% or $125,751 at 6%.
2021123$3,322,200$421,538$18,328iApproximate average salary by contribution assumption: employee only about $458,193 at 4% or $305,462 at 6%; with 50% employer match about $305,462 at 4% or $203,642 at 6%; with 100% employer match about $229,097 at 4% or $152,731 at 6%.
Campbell Wealth Management Inc. 401(K) Profit Sharing Plan-23$3,322,200$421,538$18,328iApproximate average salary by contribution assumption: employee only about $458,193 at 4% or $305,462 at 6%; with 50% employer match about $305,462 at 4% or $203,642 at 6%; with 100% employer match about $229,097 at 4% or $152,731 at 6%.
2020131$2,635,016$365,330$11,785iApproximate average salary by contribution assumption: employee only about $294,621 at 4% or $196,414 at 6%; with 50% employer match about $196,414 at 4% or $130,943 at 6%; with 100% employer match about $147,310 at 4% or $98,207 at 6%.
Campbell Wealth Management Inc. 401(K) Profit Sharing Plan-31$2,635,016$365,330$11,785iApproximate average salary by contribution assumption: employee only about $294,621 at 4% or $196,414 at 6%; with 50% employer match about $196,414 at 4% or $130,943 at 6%; with 100% employer match about $147,310 at 4% or $98,207 at 6%.
2019224$3,959,374$751,582$31,316iApproximate average salary by contribution assumption: employee only about $782,898 at 4% or $521,932 at 6%; with 50% employer match about $521,932 at 4% or $347,955 at 6%; with 100% employer match about $391,449 at 4% or $260,966 at 6%.
Campbell Wealth Management Inc 401 K Profit Sharing Plan Trust-24$1,979,687$375,791$15,658iApproximate average salary by contribution assumption: employee only about $391,449 at 4% or $260,966 at 6%; with 50% employer match about $260,966 at 4% or $173,977 at 6%; with 100% employer match about $195,724 at 4% or $130,483 at 6%.
Campbell Wealth Management Inc. 401(K) Profit Sharing Plan-24$1,979,687$375,791$15,658iApproximate average salary by contribution assumption: employee only about $391,449 at 4% or $260,966 at 6%; with 50% employer match about $260,966 at 4% or $173,977 at 6%; with 100% employer match about $195,724 at 4% or $130,483 at 6%.
2018122$1,405,285$269,267$12,239iApproximate average salary by contribution assumption: employee only about $305,985 at 4% or $203,990 at 6%; with 50% employer match about $203,990 at 4% or $135,993 at 6%; with 100% employer match about $152,993 at 4% or $101,995 at 6%.
Campbell Wealth Management Inc 401 K Profit Sharing Plan Trust-22$1,405,285$269,267$12,239iApproximate average salary by contribution assumption: employee only about $305,985 at 4% or $203,990 at 6%; with 50% employer match about $203,990 at 4% or $135,993 at 6%; with 100% employer match about $152,993 at 4% or $101,995 at 6%.
2017118$1,221,948$225,338$12,519iApproximate average salary by contribution assumption: employee only about $312,969 at 4% or $208,646 at 6%; with 50% employer match about $208,646 at 4% or $139,098 at 6%; with 100% employer match about $156,485 at 4% or $104,323 at 6%.
Campbell Wealth Management Inc 401 K Profit Sharing Plan Trust-18$1,221,948$225,338$12,519iApproximate average salary by contribution assumption: employee only about $312,969 at 4% or $208,646 at 6%; with 50% employer match about $208,646 at 4% or $139,098 at 6%; with 100% employer match about $156,485 at 4% or $104,323 at 6%.
2016116$891,844$201,095$12,568iApproximate average salary by contribution assumption: employee only about $314,211 at 4% or $209,474 at 6%; with 50% employer match about $209,474 at 4% or $139,649 at 6%; with 100% employer match about $157,105 at 4% or $104,737 at 6%.
Campbell Wealth Management Inc 401 K Profit Sharing Plan Trust-16$891,844$201,095$12,568iApproximate average salary by contribution assumption: employee only about $314,211 at 4% or $209,474 at 6%; with 50% employer match about $209,474 at 4% or $139,649 at 6%; with 100% employer match about $157,105 at 4% or $104,737 at 6%.
2015112$669,298$151,934$12,661iApproximate average salary by contribution assumption: employee only about $316,529 at 4% or $211,019 at 6%; with 50% employer match about $211,019 at 4% or $140,680 at 6%; with 100% employer match about $158,265 at 4% or $105,510 at 6%.
Campbell Wealth Management Inc. 401(K) Profit Sharing Plan-12$669,298$151,934$12,661iApproximate average salary by contribution assumption: employee only about $316,529 at 4% or $211,019 at 6%; with 50% employer match about $211,019 at 4% or $140,680 at 6%; with 100% employer match about $158,265 at 4% or $105,510 at 6%.
201419$524,928$140,406$15,601iApproximate average salary by contribution assumption: employee only about $390,017 at 4% or $260,011 at 6%; with 50% employer match about $260,011 at 4% or $173,341 at 6%; with 100% employer match about $195,008 at 4% or $130,006 at 6%.
Campbell Wealth Management Inc 401 K Profit Sharing Plan Trust-9$524,928$140,406$15,601iApproximate average salary by contribution assumption: employee only about $390,017 at 4% or $260,011 at 6%; with 50% employer match about $260,011 at 4% or $173,341 at 6%; with 100% employer match about $195,008 at 4% or $130,006 at 6%.
2013112$440,378$120,515$10,043iApproximate average salary by contribution assumption: employee only about $251,073 at 4% or $167,382 at 6%; with 50% employer match about $167,382 at 4% or $111,588 at 6%; with 100% employer match about $125,536 at 4% or $83,691 at 6%.
Campbell Wealth Management Inc. 401(K) Profit Sharing Plan-12$440,378$120,515$10,043iApproximate average salary by contribution assumption: employee only about $251,073 at 4% or $167,382 at 6%; with 50% employer match about $167,382 at 4% or $111,588 at 6%; with 100% employer match about $125,536 at 4% or $83,691 at 6%.
2012112$275,875$93,144$7,762iApproximate average salary by contribution assumption: employee only about $194,050 at 4% or $129,367 at 6%; with 50% employer match about $129,367 at 4% or $86,244 at 6%; with 100% employer match about $97,025 at 4% or $64,683 at 6%.
Campbell Wealth Management Inc 401 K Profit Sharing Plan Trust-12$275,875$93,144$7,762iApproximate average salary by contribution assumption: employee only about $194,050 at 4% or $129,367 at 6%; with 50% employer match about $129,367 at 4% or $86,244 at 6%; with 100% employer match about $97,025 at 4% or $64,683 at 6%.
201117$241,860$68,461$9,780iApproximate average salary by contribution assumption: employee only about $244,504 at 4% or $163,002 at 6%; with 50% employer match about $163,002 at 4% or $108,668 at 6%; with 100% employer match about $122,252 at 4% or $81,501 at 6%.
Campbell Wealth Management Inc 401 K Profit Sharing Plan Trust-7$241,860$68,461$9,780iApproximate average salary by contribution assumption: employee only about $244,504 at 4% or $163,002 at 6%; with 50% employer match about $163,002 at 4% or $108,668 at 6%; with 100% employer match about $122,252 at 4% or $81,501 at 6%.
201014$187,836$35,870$8,968iApproximate average salary by contribution assumption: employee only about $224,188 at 4% or $149,458 at 6%; with 50% employer match about $149,458 at 4% or $99,639 at 6%; with 100% employer match about $112,094 at 4% or $74,729 at 6%.
Campbell Wealth Management Inc. 401(K) Profit Sharing Plan-4$187,836$35,870$8,968iApproximate average salary by contribution assumption: employee only about $224,188 at 4% or $149,458 at 6%; with 50% employer match about $149,458 at 4% or $99,639 at 6%; with 100% employer match about $112,094 at 4% or $74,729 at 6%.
200914$161,663$66,651$16,663iApproximate average salary by contribution assumption: employee only about $416,569 at 4% or $277,713 at 6%; with 50% employer match about $277,713 at 4% or $185,142 at 6%; with 100% employer match about $208,284 at 4% or $138,856 at 6%.
Campbell Wealth Management Inc. 401(K) Profit Sharing Plan-4$161,663$66,651$16,663iApproximate average salary by contribution assumption: employee only about $416,569 at 4% or $277,713 at 6%; with 50% employer match about $277,713 at 4% or $185,142 at 6%; with 100% employer match about $208,284 at 4% or $138,856 at 6%.
200818$87,885$55,751$6,969iApproximate average salary by contribution assumption: employee only about $174,222 at 4% or $116,148 at 6%; with 50% employer match about $116,148 at 4% or $77,432 at 6%; with 100% employer match about $87,111 at 4% or $58,074 at 6%.
Campbell Wealth Management Inc. 401(K) Profit Sharing Plan-8$87,885$55,751$6,969iApproximate average salary by contribution assumption: employee only about $174,222 at 4% or $116,148 at 6%; with 50% employer match about $116,148 at 4% or $77,432 at 6%; with 100% employer match about $87,111 at 4% or $58,074 at 6%.
200717$66,081$32,596$4,657iApproximate average salary by contribution assumption: employee only about $116,414 at 4% or $77,610 at 6%; with 50% employer match about $77,610 at 4% or $51,740 at 6%; with 100% employer match about $58,207 at 4% or $38,805 at 6%.
Campbell Wealth Management Inc. 401(K) Profit Sharing Plan-7$66,081$32,596$4,657iApproximate average salary by contribution assumption: employee only about $116,414 at 4% or $77,610 at 6%; with 50% employer match about $77,610 at 4% or $51,740 at 6%; with 100% employer match about $58,207 at 4% or $38,805 at 6%.