Civic Intelligence

Aegis Wealth Management LLC

Plan context: Aegis Wealth Management LLC 401K Profit Sharing Plan

EIN 20-2235382 • Bethesda, MD • 20 filings • 5 plans

6903 Rockledge DriveSuite 530Bethesda, MD 20817
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$5,160,875

2024 Contributions

$183,432

Historical Graphs

Total Assets Over Time

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

$5,160,875$2,580,438$0200520152024YearValue
$5,160,875Latest year 2024

Participants Over Time

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

1160200520152024YearValue
6Latest year 2024

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
202416$5,160,875$183,432$30,572iApproximate average salary by contribution assumption: employee only about $764,300 at 4% or $509,533 at 6%; with 50% employer match about $509,533 at 4% or $339,689 at 6%; with 100% employer match about $382,150 at 4% or $254,767 at 6%.
Aegis Wealth Management LLC 401K Profit Sharing Plan-6$5,160,875$183,432$30,572iApproximate average salary by contribution assumption: employee only about $764,300 at 4% or $509,533 at 6%; with 50% employer match about $509,533 at 4% or $339,689 at 6%; with 100% employer match about $382,150 at 4% or $254,767 at 6%.
202316$4,396,023$225,304$37,551iApproximate average salary by contribution assumption: employee only about $938,767 at 4% or $625,844 at 6%; with 50% employer match about $625,844 at 4% or $417,230 at 6%; with 100% employer match about $469,383 at 4% or $312,922 at 6%.
Aegis Wealth Management LLC 401K Profit Sharing Plan-6$4,396,023$225,304$37,551iApproximate average salary by contribution assumption: employee only about $938,767 at 4% or $625,844 at 6%; with 50% employer match about $625,844 at 4% or $417,230 at 6%; with 100% employer match about $469,383 at 4% or $312,922 at 6%.
202217$3,653,199$216,102$30,872iApproximate average salary by contribution assumption: employee only about $771,793 at 4% or $514,529 at 6%; with 50% employer match about $514,529 at 4% or $343,019 at 6%; with 100% employer match about $385,896 at 4% or $257,264 at 6%.
Aegis Wealth Management LLC 401K Profit Sharing Plan-7$3,653,199$216,102$30,872iApproximate average salary by contribution assumption: employee only about $771,793 at 4% or $514,529 at 6%; with 50% employer match about $514,529 at 4% or $343,019 at 6%; with 100% employer match about $385,896 at 4% or $257,264 at 6%.
202117$3,930,370$192,948$27,564iApproximate average salary by contribution assumption: employee only about $689,100 at 4% or $459,400 at 6%; with 50% employer match about $459,400 at 4% or $306,267 at 6%; with 100% employer match about $344,550 at 4% or $229,700 at 6%.
Aegis Wealth Management LLC 401K Profit Sharing Plan-7$3,930,370$192,948$27,564iApproximate average salary by contribution assumption: employee only about $689,100 at 4% or $459,400 at 6%; with 50% employer match about $459,400 at 4% or $306,267 at 6%; with 100% employer match about $344,550 at 4% or $229,700 at 6%.
202017$3,172,866$72,213$10,316iApproximate average salary by contribution assumption: employee only about $257,904 at 4% or $171,936 at 6%; with 50% employer match about $171,936 at 4% or $114,624 at 6%; with 100% employer match about $128,952 at 4% or $85,968 at 6%.
Aegis Wealth Management LLC 401K Profit Sharing Plan-7$3,172,866$72,213$10,316iApproximate average salary by contribution assumption: employee only about $257,904 at 4% or $171,936 at 6%; with 50% employer match about $171,936 at 4% or $114,624 at 6%; with 100% employer match about $128,952 at 4% or $85,968 at 6%.
201917$2,896,630$212,989$30,427iApproximate average salary by contribution assumption: employee only about $760,675 at 4% or $507,117 at 6%; with 50% employer match about $507,117 at 4% or $338,078 at 6%; with 100% employer match about $380,338 at 4% or $253,558 at 6%.
Aegis Wealth Management LLC 401K Profit Sharing Plan-7$2,896,630$212,989$30,427iApproximate average salary by contribution assumption: employee only about $760,675 at 4% or $507,117 at 6%; with 50% employer match about $507,117 at 4% or $338,078 at 6%; with 100% employer match about $380,338 at 4% or $253,558 at 6%.
2018110$2,251,828$302,893$30,289iApproximate average salary by contribution assumption: employee only about $757,233 at 4% or $504,822 at 6%; with 50% employer match about $504,822 at 4% or $336,548 at 6%; with 100% employer match about $378,616 at 4% or $252,411 at 6%.
Aegis Wealth Management LLC 401K Profit Sharing Plan-10$2,251,828$302,893$30,289iApproximate average salary by contribution assumption: employee only about $757,233 at 4% or $504,822 at 6%; with 50% employer match about $504,822 at 4% or $336,548 at 6%; with 100% employer match about $378,616 at 4% or $252,411 at 6%.
201717$3,031,458$271,058$38,723iApproximate average salary by contribution assumption: employee only about $968,064 at 4% or $645,376 at 6%; with 50% employer match about $645,376 at 4% or $430,251 at 6%; with 100% employer match about $484,032 at 4% or $322,688 at 6%.
Aegis Wealth Management LLC 401K Profit Sharing Plan-7$3,031,458$271,058$38,723iApproximate average salary by contribution assumption: employee only about $968,064 at 4% or $645,376 at 6%; with 50% employer match about $645,376 at 4% or $430,251 at 6%; with 100% employer match about $484,032 at 4% or $322,688 at 6%.
2016110$2,308,208$256,807$25,681iApproximate average salary by contribution assumption: employee only about $642,018 at 4% or $428,012 at 6%; with 50% employer match about $428,012 at 4% or $285,341 at 6%; with 100% employer match about $321,009 at 4% or $214,006 at 6%.
Aegis Wealth Management LLC 401K Profit Sharing Plan-10$2,308,208$256,807$25,681iApproximate average salary by contribution assumption: employee only about $642,018 at 4% or $428,012 at 6%; with 50% employer match about $428,012 at 4% or $285,341 at 6%; with 100% employer match about $321,009 at 4% or $214,006 at 6%.
201519$1,820,428$166,760$18,529iApproximate average salary by contribution assumption: employee only about $463,222 at 4% or $308,815 at 6%; with 50% employer match about $308,815 at 4% or $205,877 at 6%; with 100% employer match about $231,611 at 4% or $154,407 at 6%.
Aegis Wealth Management LLC 401K Profit Sharing Plan-9$1,820,428$166,760$18,529iApproximate average salary by contribution assumption: employee only about $463,222 at 4% or $308,815 at 6%; with 50% employer match about $308,815 at 4% or $205,877 at 6%; with 100% employer match about $231,611 at 4% or $154,407 at 6%.
2014111$2,354,392$225,366$20,488iApproximate average salary by contribution assumption: employee only about $512,195 at 4% or $341,464 at 6%; with 50% employer match about $341,464 at 4% or $227,642 at 6%; with 100% employer match about $256,098 at 4% or $170,732 at 6%.
Aegis Wealth Management LLC 401K Profit Sharing Plan-11$2,354,392$225,366$20,488iApproximate average salary by contribution assumption: employee only about $512,195 at 4% or $341,464 at 6%; with 50% employer match about $341,464 at 4% or $227,642 at 6%; with 100% employer match about $256,098 at 4% or $170,732 at 6%.
201319$1,959,001$177,857$19,762iApproximate average salary by contribution assumption: employee only about $494,047 at 4% or $329,365 at 6%; with 50% employer match about $329,365 at 4% or $219,577 at 6%; with 100% employer match about $247,024 at 4% or $164,682 at 6%.
Aegis Wealth Management LLC 401K Profit Sharing Plan-9$1,959,001$177,857$19,762iApproximate average salary by contribution assumption: employee only about $494,047 at 4% or $329,365 at 6%; with 50% employer match about $329,365 at 4% or $219,577 at 6%; with 100% employer match about $247,024 at 4% or $164,682 at 6%.
201218$1,420,998$158,275$19,784iApproximate average salary by contribution assumption: employee only about $494,609 at 4% or $329,740 at 6%; with 50% employer match about $329,740 at 4% or $219,826 at 6%; with 100% employer match about $247,305 at 4% or $164,870 at 6%.
Aegis Wealth Management LLC 401K Profit Sharing Plan-8$1,420,998$158,275$19,784iApproximate average salary by contribution assumption: employee only about $494,609 at 4% or $329,740 at 6%; with 50% employer match about $329,740 at 4% or $219,826 at 6%; with 100% employer match about $247,305 at 4% or $164,870 at 6%.
201118$1,165,925$182,535$22,817iApproximate average salary by contribution assumption: employee only about $570,422 at 4% or $380,281 at 6%; with 50% employer match about $380,281 at 4% or $253,521 at 6%; with 100% employer match about $285,211 at 4% or $190,141 at 6%.
Aegis Wealth Management LLC 401K Profit Sharing Plan-8$1,165,925$182,535$22,817iApproximate average salary by contribution assumption: employee only about $570,422 at 4% or $380,281 at 6%; with 50% employer match about $380,281 at 4% or $253,521 at 6%; with 100% employer match about $285,211 at 4% or $190,141 at 6%.
201017$1,083,188$190,049$27,150iApproximate average salary by contribution assumption: employee only about $678,746 at 4% or $452,498 at 6%; with 50% employer match about $452,498 at 4% or $301,665 at 6%; with 100% employer match about $339,373 at 4% or $226,249 at 6%.
Aegis Wealth Management LLC 401K Profit Sharing Plan-7$1,083,188$190,049$27,150iApproximate average salary by contribution assumption: employee only about $678,746 at 4% or $452,498 at 6%; with 50% employer match about $452,498 at 4% or $301,665 at 6%; with 100% employer match about $339,373 at 4% or $226,249 at 6%.
200917$788,909$159,481$22,783iApproximate average salary by contribution assumption: employee only about $569,575 at 4% or $379,717 at 6%; with 50% employer match about $379,717 at 4% or $253,144 at 6%; with 100% employer match about $284,788 at 4% or $189,858 at 6%.
Aegis Wealth Management LLC 401K Profit Sharing Plan-7$788,909$159,481$22,783iApproximate average salary by contribution assumption: employee only about $569,575 at 4% or $379,717 at 6%; with 50% employer match about $379,717 at 4% or $253,144 at 6%; with 100% employer match about $284,788 at 4% or $189,858 at 6%.
200817$494,179$172,464$24,638iApproximate average salary by contribution assumption: employee only about $615,943 at 4% or $410,629 at 6%; with 50% employer match about $410,629 at 4% or $273,752 at 6%; with 100% employer match about $307,971 at 4% or $205,314 at 6%.
Aegis Wealth Management LLC 401K Profit Sharing Plan-7$494,179$172,464$24,638iApproximate average salary by contribution assumption: employee only about $615,943 at 4% or $410,629 at 6%; with 50% employer match about $410,629 at 4% or $273,752 at 6%; with 100% employer match about $307,971 at 4% or $205,314 at 6%.
200717$0$0-
Aegis Wealth Management LLC 401K Profit Sharing Plan-7---
200616$277,781$251,338$41,890iApproximate average salary by contribution assumption: employee only about $1,047,242 at 4% or $698,161 at 6%; with 50% employer match about $698,161 at 4% or $465,441 at 6%; with 100% employer match about $523,621 at 4% or $349,081 at 6%.
Aegis Wealth Management LLC 401K Profit Sharing Plan-6$277,781$251,338$41,890iApproximate average salary by contribution assumption: employee only about $1,047,242 at 4% or $698,161 at 6%; with 50% employer match about $698,161 at 4% or $465,441 at 6%; with 100% employer match about $523,621 at 4% or $349,081 at 6%.
200515$18,745$18,700$3,740iApproximate average salary by contribution assumption: employee only about $93,500 at 4% or $62,333 at 6%; with 50% employer match about $62,333 at 4% or $41,556 at 6%; with 100% employer match about $46,750 at 4% or $31,167 at 6%.
Aegis Wealth Management LLC 401K Profit Sharing Plan-5$18,745$18,700$3,740iApproximate average salary by contribution assumption: employee only about $93,500 at 4% or $62,333 at 6%; with 50% employer match about $62,333 at 4% or $41,556 at 6%; with 100% employer match about $46,750 at 4% or $31,167 at 6%.