Civic Intelligence

Widmann Financial Services Inc.

Plan context: Widmann Financial Services 401(K) P/S Plan

EIN 20-2524951 • Bowie, MD • 25 filings • 4 plans

4321 Nview DriveBowie, MD 20716
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$7,201,906

2024 Contributions

$592,408

Historical Graphs

Total Assets Over Time

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

$7,201,906$3,600,953$0200820162024YearValue
$7,201,906Latest year 2024

Participants Over Time

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

1680200820162024YearValue
14Latest 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
2024214$7,201,906$592,408$42,315iApproximate average salary by contribution assumption: employee only about $1,057,871 at 4% or $705,248 at 6%; with 50% employer match about $705,248 at 4% or $470,165 at 6%; with 100% employer match about $528,936 at 4% or $352,624 at 6%.
Widmann Financial Services 401(K) P/S Plan-14$4,927,204$339,832$24,274iApproximate average salary by contribution assumption: employee only about $606,843 at 4% or $404,562 at 6%; with 50% employer match about $404,562 at 4% or $269,708 at 6%; with 100% employer match about $303,421 at 4% or $202,281 at 6%.
Widmann Financial Services Inc. Cash Balance Pension Plan-13$2,274,702$252,576$19,429iApproximate average salary by contribution assumption: employee only about $485,723 at 4% or $323,815 at 6%; with 50% employer match about $323,815 at 4% or $215,877 at 6%; with 100% employer match about $242,862 at 4% or $161,908 at 6%.
2023216$5,973,062$508,491$31,781iApproximate average salary by contribution assumption: employee only about $794,517 at 4% or $529,678 at 6%; with 50% employer match about $529,678 at 4% or $353,119 at 6%; with 100% employer match about $397,259 at 4% or $264,839 at 6%.
Widmann Financial Services 401(K) P/S Plan-16$4,093,506$213,491$13,343iApproximate average salary by contribution assumption: employee only about $333,580 at 4% or $222,386 at 6%; with 50% employer match about $222,386 at 4% or $148,258 at 6%; with 100% employer match about $166,790 at 4% or $111,193 at 6%.
Widmann Financial Services Inc. Cash Balance Pension Plan-12$1,879,556$295,000$24,583iApproximate average salary by contribution assumption: employee only about $614,583 at 4% or $409,722 at 6%; with 50% employer match about $409,722 at 4% or $273,148 at 6%; with 100% employer match about $307,292 at 4% or $204,861 at 6%.
2022215$4,715,124$674,405$44,960iApproximate average salary by contribution assumption: employee only about $1,124,008 at 4% or $749,339 at 6%; with 50% employer match about $749,339 at 4% or $499,559 at 6%; with 100% employer match about $562,004 at 4% or $374,669 at 6%.
Widmann Financial Services 401(K) P/S Plan-15$3,296,310$299,405$19,960iApproximate average salary by contribution assumption: employee only about $499,008 at 4% or $332,672 at 6%; with 50% employer match about $332,672 at 4% or $221,781 at 6%; with 100% employer match about $249,504 at 4% or $166,336 at 6%.
Widmann Financial Services Inc. Cash Balance Pension Plan-10$1,418,814$375,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
2021213$4,939,687$431,712$33,209iApproximate average salary by contribution assumption: employee only about $830,215 at 4% or $553,477 at 6%; with 50% employer match about $553,477 at 4% or $368,985 at 6%; with 100% employer match about $415,108 at 4% or $276,738 at 6%.
Widmann Financial Services 401(K) P/S Plan-13$3,722,237$259,704$19,977iApproximate average salary by contribution assumption: employee only about $499,431 at 4% or $332,954 at 6%; with 50% employer match about $332,954 at 4% or $221,969 at 6%; with 100% employer match about $249,715 at 4% or $166,477 at 6%.
Widmann Financial Services Inc. Cash Balance Pension Plan-10$1,217,450$172,008$17,201iApproximate average salary by contribution assumption: employee only about $430,020 at 4% or $286,680 at 6%; with 50% employer match about $286,680 at 4% or $191,120 at 6%; with 100% employer match about $215,010 at 4% or $143,340 at 6%.
2020215$4,040,391$510,105$34,007iApproximate average salary by contribution assumption: employee only about $850,175 at 4% or $566,783 at 6%; with 50% employer match about $566,783 at 4% or $377,856 at 6%; with 100% employer match about $425,088 at 4% or $283,392 at 6%.
Widmann Financial Services 401(K) P/S Plan-15$3,067,751$235,105$15,674iApproximate average salary by contribution assumption: employee only about $391,842 at 4% or $261,228 at 6%; with 50% employer match about $261,228 at 4% or $174,152 at 6%; with 100% employer match about $195,921 at 4% or $130,614 at 6%.
Widmann Financial Services Inc. Cash Balance Pension Plan-12$972,640$275,000$22,917iApproximate average salary by contribution assumption: employee only about $572,917 at 4% or $381,944 at 6%; with 50% employer match about $381,944 at 4% or $254,630 at 6%; with 100% employer match about $286,458 at 4% or $190,972 at 6%.
2019215$3,006,712$429,498$28,633iApproximate average salary by contribution assumption: employee only about $715,830 at 4% or $477,220 at 6%; with 50% employer match about $477,220 at 4% or $318,147 at 6%; with 100% employer match about $357,915 at 4% or $238,610 at 6%.
Widmann Financial Services 401(K) P/S Plan-15$2,384,979$210,221$14,015iApproximate average salary by contribution assumption: employee only about $350,368 at 4% or $233,579 at 6%; with 50% employer match about $233,579 at 4% or $155,719 at 6%; with 100% employer match about $175,184 at 4% or $116,789 at 6%.
Widmann Financial Services Inc. Cash Balance Pension Plan-10$621,733$219,277$21,928iApproximate average salary by contribution assumption: employee only about $548,193 at 4% or $365,462 at 6%; with 50% employer match about $365,462 at 4% or $243,641 at 6%; with 100% employer match about $274,096 at 4% or $182,731 at 6%.
2018214$2,136,861$403,981$28,856iApproximate average salary by contribution assumption: employee only about $721,395 at 4% or $480,930 at 6%; with 50% employer match about $480,930 at 4% or $320,620 at 6%; with 100% employer match about $360,697 at 4% or $240,465 at 6%.
Widmann Financial Services 401(K) P/S Plan-14$1,777,612$210,529$15,038iApproximate average salary by contribution assumption: employee only about $375,945 at 4% or $250,630 at 6%; with 50% employer match about $250,630 at 4% or $167,087 at 6%; with 100% employer match about $187,972 at 4% or $125,315 at 6%.
Widmann Financial Services Inc. Cash Balance Pension Plan-9$359,249$193,452$21,495iApproximate average salary by contribution assumption: employee only about $537,367 at 4% or $358,244 at 6%; with 50% employer match about $358,244 at 4% or $238,830 at 6%; with 100% employer match about $268,683 at 4% or $179,122 at 6%.
2017212$1,903,119$356,935$29,745iApproximate average salary by contribution assumption: employee only about $743,615 at 4% or $495,743 at 6%; with 50% employer match about $495,743 at 4% or $330,495 at 6%; with 100% employer match about $371,807 at 4% or $247,872 at 6%.
Widmann Financial Services 401(K) P/S Plan-12$1,730,705$184,521$15,377iApproximate average salary by contribution assumption: employee only about $384,419 at 4% or $256,279 at 6%; with 50% employer match about $256,279 at 4% or $170,853 at 6%; with 100% employer match about $192,209 at 4% or $128,140 at 6%.
Widmann Financial Services Inc. Cash Balance Pension Plan-9$172,414$172,414$19,157iApproximate average salary by contribution assumption: employee only about $478,928 at 4% or $319,285 at 6%; with 50% employer match about $319,285 at 4% or $212,857 at 6%; with 100% employer match about $239,464 at 4% or $159,643 at 6%.
2016113$1,288,562$171,465$13,190iApproximate average salary by contribution assumption: employee only about $329,740 at 4% or $219,827 at 6%; with 50% employer match about $219,827 at 4% or $146,551 at 6%; with 100% employer match about $164,870 at 4% or $109,913 at 6%.
Widmann Financial Services 401(K) P/S Plan-13$1,288,562$171,465$13,190iApproximate average salary by contribution assumption: employee only about $329,740 at 4% or $219,827 at 6%; with 50% employer match about $219,827 at 4% or $146,551 at 6%; with 100% employer match about $164,870 at 4% or $109,913 at 6%.
2015110$1,057,465$166,355$16,636iApproximate average salary by contribution assumption: employee only about $415,888 at 4% or $277,258 at 6%; with 50% employer match about $277,258 at 4% or $184,839 at 6%; with 100% employer match about $207,944 at 4% or $138,629 at 6%.
Widmann Financial Services 401(K) P/S Plan-10$1,057,465$166,355$16,636iApproximate average salary by contribution assumption: employee only about $415,888 at 4% or $277,258 at 6%; with 50% employer match about $277,258 at 4% or $184,839 at 6%; with 100% employer match about $207,944 at 4% or $138,629 at 6%.
2014110$900,836$140,245$14,025iApproximate average salary by contribution assumption: employee only about $350,613 at 4% or $233,742 at 6%; with 50% employer match about $233,742 at 4% or $155,828 at 6%; with 100% employer match about $175,306 at 4% or $116,871 at 6%.
Widmann Financial Services 401(K) P/S Plan-10$900,836$140,245$14,025iApproximate average salary by contribution assumption: employee only about $350,613 at 4% or $233,742 at 6%; with 50% employer match about $233,742 at 4% or $155,828 at 6%; with 100% employer match about $175,306 at 4% or $116,871 at 6%.
2013110$734,715$125,403$12,540iApproximate average salary by contribution assumption: employee only about $313,508 at 4% or $209,005 at 6%; with 50% employer match about $209,005 at 4% or $139,337 at 6%; with 100% employer match about $156,754 at 4% or $104,503 at 6%.
Widmann Financial Services 401(K) P/S Plan-10$734,715$125,403$12,540iApproximate average salary by contribution assumption: employee only about $313,508 at 4% or $209,005 at 6%; with 50% employer match about $209,005 at 4% or $139,337 at 6%; with 100% employer match about $156,754 at 4% or $104,503 at 6%.
2012110$504,650$107,769$10,777iApproximate average salary by contribution assumption: employee only about $269,423 at 4% or $179,615 at 6%; with 50% employer match about $179,615 at 4% or $119,743 at 6%; with 100% employer match about $134,711 at 4% or $89,808 at 6%.
Widmann Financial Services 401(K) P/S Plan-10$504,650$107,769$10,777iApproximate average salary by contribution assumption: employee only about $269,423 at 4% or $179,615 at 6%; with 50% employer match about $179,615 at 4% or $119,743 at 6%; with 100% employer match about $134,711 at 4% or $89,808 at 6%.
2011110$343,422$98,026$9,803iApproximate average salary by contribution assumption: employee only about $245,065 at 4% or $163,377 at 6%; with 50% employer match about $163,377 at 4% or $108,918 at 6%; with 100% employer match about $122,533 at 4% or $81,688 at 6%.
Widmann Financial Services 401(K) P/S Plan-10$343,422$98,026$9,803iApproximate average salary by contribution assumption: employee only about $245,065 at 4% or $163,377 at 6%; with 50% employer match about $163,377 at 4% or $108,918 at 6%; with 100% employer match about $122,533 at 4% or $81,688 at 6%.
2010111$267,926$82,935$7,540iApproximate average salary by contribution assumption: employee only about $188,489 at 4% or $125,659 at 6%; with 50% employer match about $125,659 at 4% or $83,773 at 6%; with 100% employer match about $94,244 at 4% or $62,830 at 6%.
Widmann Financial Services 401(K) P/S Plan-11$267,926$82,935$7,540iApproximate average salary by contribution assumption: employee only about $188,489 at 4% or $125,659 at 6%; with 50% employer match about $125,659 at 4% or $83,773 at 6%; with 100% employer match about $94,244 at 4% or $62,830 at 6%.
2009110$165,350$64,448$6,445iApproximate average salary by contribution assumption: employee only about $161,120 at 4% or $107,413 at 6%; with 50% employer match about $107,413 at 4% or $71,609 at 6%; with 100% employer match about $80,560 at 4% or $53,707 at 6%.
Widmann Financial Services 401(K) P/S Plan-10$165,350$64,448$6,445iApproximate average salary by contribution assumption: employee only about $161,120 at 4% or $107,413 at 6%; with 50% employer match about $107,413 at 4% or $71,609 at 6%; with 100% employer match about $80,560 at 4% or $53,707 at 6%.
200819$67,810$77,203$8,578iApproximate average salary by contribution assumption: employee only about $214,453 at 4% or $142,969 at 6%; with 50% employer match about $142,969 at 4% or $95,312 at 6%; with 100% employer match about $107,226 at 4% or $71,484 at 6%.
Widmann Financial Services 401(K) P/S Plan-9$67,810$77,203$8,578iApproximate average salary by contribution assumption: employee only about $214,453 at 4% or $142,969 at 6%; with 50% employer match about $142,969 at 4% or $95,312 at 6%; with 100% employer match about $107,226 at 4% or $71,484 at 6%.