Civic Intelligence

ADVISOR MANAGEMENT SOLUTIONS, INC.

Plan context: BAYSPAN WEALTH GROUP 401(K) PROFIT SHARING PLAN

EIN 26-1686955 • Timonium, MD • 11 filings • 1 plans

9515 Deereco RoadSuite 303Timonium, MD 21093
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,952,015

2025 Contributions

$142,636

Historical Graphs

Total Assets Over Time

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

$1,952,015$976,008$0201520202025YearValue
$1,952,015Latest year 2025

Participants Over Time

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

740201520202025YearValue
7Latest 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
202517$1,952,015$142,636$20,377iApproximate average salary by contribution assumption: employee only about $509,414 at 4% or $339,610 at 6%; with 50% employer match about $339,610 at 4% or $226,406 at 6%; with 100% employer match about $254,707 at 4% or $169,805 at 6%.
BAYSPAN WEALTH GROUP 401(K) PROFIT SHARING PLAN-7$1,952,015$142,636$20,377iApproximate average salary by contribution assumption: employee only about $509,414 at 4% or $339,610 at 6%; with 50% employer match about $339,610 at 4% or $226,406 at 6%; with 100% employer match about $254,707 at 4% or $169,805 at 6%.
202417$1,627,824$130,304$18,615iApproximate average salary by contribution assumption: employee only about $465,371 at 4% or $310,248 at 6%; with 50% employer match about $310,248 at 4% or $206,832 at 6%; with 100% employer match about $232,686 at 4% or $155,124 at 6%.
BAYSPAN WEALTH GROUP 401(K) PROFIT SHARING PLAN-7$1,627,824$130,304$18,615iApproximate average salary by contribution assumption: employee only about $465,371 at 4% or $310,248 at 6%; with 50% employer match about $310,248 at 4% or $206,832 at 6%; with 100% employer match about $232,686 at 4% or $155,124 at 6%.
202317$1,281,772$123,138$17,591iApproximate average salary by contribution assumption: employee only about $439,779 at 4% or $293,186 at 6%; with 50% employer match about $293,186 at 4% or $195,457 at 6%; with 100% employer match about $219,889 at 4% or $146,593 at 6%.
BAYSPAN WEALTH GROUP 401(K) PROFIT SHARING PLAN-7$1,281,772$123,138$17,591iApproximate average salary by contribution assumption: employee only about $439,779 at 4% or $293,186 at 6%; with 50% employer match about $293,186 at 4% or $195,457 at 6%; with 100% employer match about $219,889 at 4% or $146,593 at 6%.
202217$971,090$114,814$16,402iApproximate average salary by contribution assumption: employee only about $410,050 at 4% or $273,367 at 6%; with 50% employer match about $273,367 at 4% or $182,244 at 6%; with 100% employer match about $205,025 at 4% or $136,683 at 6%.
BAYSPAN WEALTH GROUP 401(K) PROFIT SHARING PLAN-7$971,090$114,814$16,402iApproximate average salary by contribution assumption: employee only about $410,050 at 4% or $273,367 at 6%; with 50% employer match about $273,367 at 4% or $182,244 at 6%; with 100% employer match about $205,025 at 4% or $136,683 at 6%.
202117$1,087,244$105,958$15,137iApproximate average salary by contribution assumption: employee only about $378,421 at 4% or $252,281 at 6%; with 50% employer match about $252,281 at 4% or $168,187 at 6%; with 100% employer match about $189,211 at 4% or $126,140 at 6%.
BAYSPAN WEALTH GROUP 401(K) PROFIT SHARING PLAN-7$1,087,244$105,958$15,137iApproximate average salary by contribution assumption: employee only about $378,421 at 4% or $252,281 at 6%; with 50% employer match about $252,281 at 4% or $168,187 at 6%; with 100% employer match about $189,211 at 4% or $126,140 at 6%.
202017$850,657$101,446$14,492iApproximate average salary by contribution assumption: employee only about $362,307 at 4% or $241,538 at 6%; with 50% employer match about $241,538 at 4% or $161,025 at 6%; with 100% employer match about $181,154 at 4% or $120,769 at 6%.
BAYSPAN WEALTH GROUP 401(K) PROFIT SHARING PLAN-7$850,657$101,446$14,492iApproximate average salary by contribution assumption: employee only about $362,307 at 4% or $241,538 at 6%; with 50% employer match about $241,538 at 4% or $161,025 at 6%; with 100% employer match about $181,154 at 4% or $120,769 at 6%.
201917$600,714$89,157$12,737iApproximate average salary by contribution assumption: employee only about $318,418 at 4% or $212,279 at 6%; with 50% employer match about $212,279 at 4% or $141,519 at 6%; with 100% employer match about $159,209 at 4% or $106,139 at 6%.
BAYSPAN WEALTH GROUP 401(K) PROFIT SHARING PLAN-7$600,714$89,157$12,737iApproximate average salary by contribution assumption: employee only about $318,418 at 4% or $212,279 at 6%; with 50% employer match about $212,279 at 4% or $141,519 at 6%; with 100% employer match about $159,209 at 4% or $106,139 at 6%.
201816$409,378$84,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
BAYSPAN WEALTH GROUP 401(K) PROFIT SHARING PLAN-6$409,378$84,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
201716$362,686$85,057$14,176iApproximate average salary by contribution assumption: employee only about $354,404 at 4% or $236,269 at 6%; with 50% employer match about $236,269 at 4% or $157,513 at 6%; with 100% employer match about $177,202 at 4% or $118,135 at 6%.
BAYSPAN WEALTH GROUP 401(K) PROFIT SHARING PLAN-6$362,686$85,057$14,176iApproximate average salary by contribution assumption: employee only about $354,404 at 4% or $236,269 at 6%; with 50% employer match about $236,269 at 4% or $157,513 at 6%; with 100% employer match about $177,202 at 4% or $118,135 at 6%.
201615$225,597$86,543$17,309iApproximate average salary by contribution assumption: employee only about $432,715 at 4% or $288,477 at 6%; with 50% employer match about $288,477 at 4% or $192,318 at 6%; with 100% employer match about $216,357 at 4% or $144,238 at 6%.
BAYSPAN WEALTH GROUP 401(K) PROFIT SHARING PLAN-5$225,597$86,543$17,309iApproximate average salary by contribution assumption: employee only about $432,715 at 4% or $288,477 at 6%; with 50% employer match about $288,477 at 4% or $192,318 at 6%; with 100% employer match about $216,357 at 4% or $144,238 at 6%.
201515$127,467$128,242$25,648iApproximate average salary by contribution assumption: employee only about $641,210 at 4% or $427,473 at 6%; with 50% employer match about $427,473 at 4% or $284,982 at 6%; with 100% employer match about $320,605 at 4% or $213,737 at 6%.
BAYSPAN WEALTH GROUP 401(K) PROFIT SHARING PLAN-5$127,467$128,242$25,648iApproximate average salary by contribution assumption: employee only about $641,210 at 4% or $427,473 at 6%; with 50% employer match about $427,473 at 4% or $284,982 at 6%; with 100% employer match about $320,605 at 4% or $213,737 at 6%.