Civic Intelligence

SAUNDERS WEALTH MANAGEMENT

Plan context: SAUNDERS WEALTH MANAGEMENT 401(K) PLAN

EIN 20-8229802 • Annapolis, MD • 7 filings • 1 plans

180 Admiral Cochrane DriveSuite 550Annapolis, MD 21401
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,170,192

2025 Contributions

$133,005

Historical Graphs

Total Assets Over Time

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

$1,170,192$585,096$0201920222025YearValue
$1,170,192Latest year 2025

Participants Over Time

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

420201920222025YearValue
4Latest year 2025

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
202514$1,170,192$133,005$33,251iApproximate average salary by contribution assumption: employee only about $831,281 at 4% or $554,188 at 6%; with 50% employer match about $554,188 at 4% or $369,458 at 6%; with 100% employer match about $415,641 at 4% or $277,094 at 6%.
SAUNDERS WEALTH MANAGEMENT 401(K) PLAN-4$1,170,192$133,005$33,251iApproximate average salary by contribution assumption: employee only about $831,281 at 4% or $554,188 at 6%; with 50% employer match about $554,188 at 4% or $369,458 at 6%; with 100% employer match about $415,641 at 4% or $277,094 at 6%.
202414$856,570$128,764$32,191iApproximate average salary by contribution assumption: employee only about $804,775 at 4% or $536,517 at 6%; with 50% employer match about $536,517 at 4% or $357,678 at 6%; with 100% employer match about $402,388 at 4% or $268,258 at 6%.
SAUNDERS WEALTH MANAGEMENT 401(K) PLAN-4$856,570$128,764$32,191iApproximate average salary by contribution assumption: employee only about $804,775 at 4% or $536,517 at 6%; with 50% employer match about $536,517 at 4% or $357,678 at 6%; with 100% employer match about $402,388 at 4% or $268,258 at 6%.
202313$624,676$96,500$32,167iApproximate average salary by contribution assumption: employee only about $804,167 at 4% or $536,111 at 6%; with 50% employer match about $536,111 at 4% or $357,407 at 6%; with 100% employer match about $402,083 at 4% or $268,056 at 6%.
SAUNDERS WEALTH MANAGEMENT 401(K) PLAN-3$624,676$96,500$32,167iApproximate average salary by contribution assumption: employee only about $804,167 at 4% or $536,111 at 6%; with 50% employer match about $536,111 at 4% or $357,407 at 6%; with 100% employer match about $402,083 at 4% or $268,056 at 6%.
202213$453,776$69,605$23,202iApproximate average salary by contribution assumption: employee only about $580,042 at 4% or $386,694 at 6%; with 50% employer match about $386,694 at 4% or $257,796 at 6%; with 100% employer match about $290,021 at 4% or $193,347 at 6%.
SAUNDERS WEALTH MANAGEMENT 401(K) PLAN-3$453,776$69,605$23,202iApproximate average salary by contribution assumption: employee only about $580,042 at 4% or $386,694 at 6%; with 50% employer match about $386,694 at 4% or $257,796 at 6%; with 100% employer match about $290,021 at 4% or $193,347 at 6%.
202113$486,948$79,960$26,653iApproximate average salary by contribution assumption: employee only about $666,333 at 4% or $444,222 at 6%; with 50% employer match about $444,222 at 4% or $296,148 at 6%; with 100% employer match about $333,167 at 4% or $222,111 at 6%.
SAUNDERS WEALTH MANAGEMENT 401(K) PLAN-3$486,948$79,960$26,653iApproximate average salary by contribution assumption: employee only about $666,333 at 4% or $444,222 at 6%; with 50% employer match about $444,222 at 4% or $296,148 at 6%; with 100% employer match about $333,167 at 4% or $222,111 at 6%.
202013$332,352$67,181$22,394iApproximate average salary by contribution assumption: employee only about $559,842 at 4% or $373,228 at 6%; with 50% employer match about $373,228 at 4% or $248,819 at 6%; with 100% employer match about $279,921 at 4% or $186,614 at 6%.
SAUNDERS WEALTH MANAGEMENT 401(K) PLAN-3$332,352$67,181$22,394iApproximate average salary by contribution assumption: employee only about $559,842 at 4% or $373,228 at 6%; with 50% employer match about $373,228 at 4% or $248,819 at 6%; with 100% employer match about $279,921 at 4% or $186,614 at 6%.
201913$217,769$204,223$68,074iApproximate average salary by contribution assumption: employee only about $1,701,858 at 4% or $1,134,572 at 6%; with 50% employer match about $1,134,572 at 4% or $756,381 at 6%; with 100% employer match about $850,929 at 4% or $567,286 at 6%.
SAUNDERS WEALTH MANAGEMENT 401(K) PLAN-3$217,769$204,223$68,074iApproximate average salary by contribution assumption: employee only about $1,701,858 at 4% or $1,134,572 at 6%; with 50% employer match about $1,134,572 at 4% or $756,381 at 6%; with 100% employer match about $850,929 at 4% or $567,286 at 6%.