Civic Intelligence

Kendall Capital Management

Plan context: Kendall Capital Management Retirement Trust

EIN 27-0111619 • Rockville, MD • 26 filings • 2 plans

2000 Tower Oaks BlvdSuite 240Rockville, MD 20852
Current Snapshot

Latest Year

2025

2025 Participants

17

2025 Assets

$9,921,040

2025 Contributions

$713,525

Historical Graphs

Total Assets Over Time

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

$9,921,040$4,960,520$0200720162025YearValue
$9,921,040Latest year 2025

Participants Over Time

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

1790200720162025YearValue
17Latest 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
2025117$9,921,040$713,525$41,972iApproximate average salary by contribution assumption: employee only about $1,049,301 at 4% or $699,534 at 6%; with 50% employer match about $699,534 at 4% or $466,356 at 6%; with 100% employer match about $524,651 at 4% or $349,767 at 6%.
Kendall Capital Management Retirement Trust-17$9,921,040$713,525$41,972iApproximate average salary by contribution assumption: employee only about $1,049,301 at 4% or $699,534 at 6%; with 50% employer match about $699,534 at 4% or $466,356 at 6%; with 100% employer match about $524,651 at 4% or $349,767 at 6%.
2024113$8,228,312$387,103$29,777iApproximate average salary by contribution assumption: employee only about $744,429 at 4% or $496,286 at 6%; with 50% employer match about $496,286 at 4% or $330,857 at 6%; with 100% employer match about $372,214 at 4% or $248,143 at 6%.
Kendall Capital Management Retirement Trust-13$8,228,312$387,103$29,777iApproximate average salary by contribution assumption: employee only about $744,429 at 4% or $496,286 at 6%; with 50% employer match about $496,286 at 4% or $330,857 at 6%; with 100% employer match about $372,214 at 4% or $248,143 at 6%.
2023112$6,981,907$424,770$35,398iApproximate average salary by contribution assumption: employee only about $884,938 at 4% or $589,958 at 6%; with 50% employer match about $589,958 at 4% or $393,306 at 6%; with 100% employer match about $442,469 at 4% or $294,979 at 6%.
Kendall Capital Management Retirement Trust-12$6,981,907$424,770$35,398iApproximate average salary by contribution assumption: employee only about $884,938 at 4% or $589,958 at 6%; with 50% employer match about $589,958 at 4% or $393,306 at 6%; with 100% employer match about $442,469 at 4% or $294,979 at 6%.
2022112$5,626,555$408,173$34,014iApproximate average salary by contribution assumption: employee only about $850,360 at 4% or $566,907 at 6%; with 50% employer match about $566,907 at 4% or $377,938 at 6%; with 100% employer match about $425,180 at 4% or $283,453 at 6%.
Kendall Capital Management Retirement Trust-12$5,626,555$408,173$34,014iApproximate average salary by contribution assumption: employee only about $850,360 at 4% or $566,907 at 6%; with 50% employer match about $566,907 at 4% or $377,938 at 6%; with 100% employer match about $425,180 at 4% or $283,453 at 6%.
2021111$6,262,908$274,603$24,964iApproximate average salary by contribution assumption: employee only about $624,098 at 4% or $416,065 at 6%; with 50% employer match about $416,065 at 4% or $277,377 at 6%; with 100% employer match about $312,049 at 4% or $208,033 at 6%.
Kendall Capital Management Retirement Trust-11$6,262,908$274,603$24,964iApproximate average salary by contribution assumption: employee only about $624,098 at 4% or $416,065 at 6%; with 50% employer match about $416,065 at 4% or $277,377 at 6%; with 100% employer match about $312,049 at 4% or $208,033 at 6%.
202019$4,713,559$205,493$22,833iApproximate average salary by contribution assumption: employee only about $570,814 at 4% or $380,543 at 6%; with 50% employer match about $380,543 at 4% or $253,695 at 6%; with 100% employer match about $285,407 at 4% or $190,271 at 6%.
Kendall Capital Management Retirement Trust-9$4,713,559$205,493$22,833iApproximate average salary by contribution assumption: employee only about $570,814 at 4% or $380,543 at 6%; with 50% employer match about $380,543 at 4% or $253,695 at 6%; with 100% employer match about $285,407 at 4% or $190,271 at 6%.
2019210$3,955,334$1,178,826$117,883iApproximate average salary by contribution assumption: employee only about $2,947,065 at 4% or $1,964,710 at 6%; with 50% employer match about $1,964,710 at 4% or $1,309,807 at 6%; with 100% employer match about $1,473,533 at 4% or $982,355 at 6%.
Kendall Capital Management Retirement Trust-10$3,955,334$1,178,826$117,883iApproximate average salary by contribution assumption: employee only about $2,947,065 at 4% or $1,964,710 at 6%; with 50% employer match about $1,964,710 at 4% or $1,309,807 at 6%; with 100% employer match about $1,473,533 at 4% or $982,355 at 6%.
KENDALL CAPITAL MANAGEMENT DEFINED BENEFIT PENSION PLAN-0$0$0-
2018210$3,128,391$237,052$23,705iApproximate average salary by contribution assumption: employee only about $592,630 at 4% or $395,087 at 6%; with 50% employer match about $395,087 at 4% or $263,391 at 6%; with 100% employer match about $296,315 at 4% or $197,543 at 6%.
Kendall Capital Management Retirement Trust-10$2,044,775$237,052$23,705iApproximate average salary by contribution assumption: employee only about $592,630 at 4% or $395,087 at 6%; with 50% employer match about $395,087 at 4% or $263,391 at 6%; with 100% employer match about $296,315 at 4% or $197,543 at 6%.
KENDALL CAPITAL MANAGEMENT DEFINED BENEFIT PENSION PLAN-8$1,083,616$0-
201728$3,311,021$330,279$41,285iApproximate average salary by contribution assumption: employee only about $1,032,122 at 4% or $688,081 at 6%; with 50% employer match about $688,081 at 4% or $458,721 at 6%; with 100% employer match about $516,061 at 4% or $344,041 at 6%.
Kendall Capital Management Retirement Trust-8$2,115,234$130,279$16,285iApproximate average salary by contribution assumption: employee only about $407,122 at 4% or $271,415 at 6%; with 50% employer match about $271,415 at 4% or $180,943 at 6%; with 100% employer match about $203,561 at 4% or $135,707 at 6%.
KENDALL CAPITAL MANAGEMENT DEFINED BENEFIT PENSION PLAN-6$1,195,787$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201628$2,453,878$169,278$21,160iApproximate average salary by contribution assumption: employee only about $528,994 at 4% or $352,663 at 6%; with 50% employer match about $352,663 at 4% or $235,108 at 6%; with 100% employer match about $264,497 at 4% or $176,331 at 6%.
Kendall Capital Management Retirement Trust-8$1,623,013$139,278$17,410iApproximate average salary by contribution assumption: employee only about $435,244 at 4% or $290,163 at 6%; with 50% employer match about $290,163 at 4% or $193,442 at 6%; with 100% employer match about $217,622 at 4% or $145,081 at 6%.
KENDALL CAPITAL MANAGEMENT DEFINED BENEFIT PENSION PLAN-6$830,865$30,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201526$2,104,733$486,163$81,027iApproximate average salary by contribution assumption: employee only about $2,025,679 at 4% or $1,350,453 at 6%; with 50% employer match about $1,350,453 at 4% or $900,302 at 6%; with 100% employer match about $1,012,840 at 4% or $675,226 at 6%.
Kendall Capital Management Retirement Trust-6$1,396,270$202,941$33,824iApproximate average salary by contribution assumption: employee only about $845,588 at 4% or $563,725 at 6%; with 50% employer match about $563,725 at 4% or $375,817 at 6%; with 100% employer match about $422,794 at 4% or $281,863 at 6%.
KENDALL CAPITAL MANAGEMENT DEFINED BENEFIT PENSION PLAN-5$708,463$283,222$56,644iApproximate average salary by contribution assumption: employee only about $1,416,110 at 4% or $944,073 at 6%; with 50% employer match about $944,073 at 4% or $629,382 at 6%; with 100% employer match about $708,055 at 4% or $472,037 at 6%.
201425$1,622,257$327,633$65,527iApproximate average salary by contribution assumption: employee only about $1,638,165 at 4% or $1,092,110 at 6%; with 50% employer match about $1,092,110 at 4% or $728,073 at 6%; with 100% employer match about $819,083 at 4% or $546,055 at 6%.
Kendall Capital Management Retirement Trust-5$1,185,283$96,258$19,252iApproximate average salary by contribution assumption: employee only about $481,290 at 4% or $320,860 at 6%; with 50% employer match about $320,860 at 4% or $213,907 at 6%; with 100% employer match about $240,645 at 4% or $160,430 at 6%.
KENDALL CAPITAL MANAGEMENT DEFINED BENEFIT PENSION PLAN-4$436,974$231,375$57,844iApproximate average salary by contribution assumption: employee only about $1,446,094 at 4% or $964,063 at 6%; with 50% employer match about $964,063 at 4% or $642,708 at 6%; with 100% employer match about $723,047 at 4% or $482,031 at 6%.
201324$1,257,056$288,374$72,094iApproximate average salary by contribution assumption: employee only about $1,802,338 at 4% or $1,201,558 at 6%; with 50% employer match about $1,201,558 at 4% or $801,039 at 6%; with 100% employer match about $901,169 at 4% or $600,779 at 6%.
Kendall Capital Management Retirement Trust-4$1,057,056$88,374$22,094iApproximate average salary by contribution assumption: employee only about $552,338 at 4% or $368,225 at 6%; with 50% employer match about $368,225 at 4% or $245,483 at 6%; with 100% employer match about $276,169 at 4% or $184,113 at 6%.
KENDALL CAPITAL MANAGEMENT DEFINED BENEFIT PENSION PLAN-4$200,000$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201214$750,179$137,880$34,470iApproximate average salary by contribution assumption: employee only about $861,750 at 4% or $574,500 at 6%; with 50% employer match about $574,500 at 4% or $383,000 at 6%; with 100% employer match about $430,875 at 4% or $287,250 at 6%.
Kendall Capital Management Retirement Trust-4$750,179$137,880$34,470iApproximate average salary by contribution assumption: employee only about $861,750 at 4% or $574,500 at 6%; with 50% employer match about $574,500 at 4% or $383,000 at 6%; with 100% employer match about $430,875 at 4% or $287,250 at 6%.
201114$218,042$49,218$12,305iApproximate average salary by contribution assumption: employee only about $307,613 at 4% or $205,075 at 6%; with 50% employer match about $205,075 at 4% or $136,717 at 6%; with 100% employer match about $153,806 at 4% or $102,538 at 6%.
Kendall Capital Management Retirement Trust-4$218,042$49,218$12,305iApproximate average salary by contribution assumption: employee only about $307,613 at 4% or $205,075 at 6%; with 50% employer match about $205,075 at 4% or $136,717 at 6%; with 100% employer match about $153,806 at 4% or $102,538 at 6%.
201014$185,303$43,961$10,990iApproximate average salary by contribution assumption: employee only about $274,756 at 4% or $183,171 at 6%; with 50% employer match about $183,171 at 4% or $122,114 at 6%; with 100% employer match about $137,378 at 4% or $91,585 at 6%.
Kendall Capital Management Retirement Trust-4$185,303$43,961$10,990iApproximate average salary by contribution assumption: employee only about $274,756 at 4% or $183,171 at 6%; with 50% employer match about $183,171 at 4% or $122,114 at 6%; with 100% employer match about $137,378 at 4% or $91,585 at 6%.
200914$115,536$37,569$9,392iApproximate average salary by contribution assumption: employee only about $234,806 at 4% or $156,538 at 6%; with 50% employer match about $156,538 at 4% or $104,358 at 6%; with 100% employer match about $117,403 at 4% or $78,269 at 6%.
Kendall Capital Management Retirement Trust-4$115,536$37,569$9,392iApproximate average salary by contribution assumption: employee only about $234,806 at 4% or $156,538 at 6%; with 50% employer match about $156,538 at 4% or $104,358 at 6%; with 100% employer match about $117,403 at 4% or $78,269 at 6%.
200814$49,155$41,923$10,481iApproximate average salary by contribution assumption: employee only about $262,019 at 4% or $174,679 at 6%; with 50% employer match about $174,679 at 4% or $116,453 at 6%; with 100% employer match about $131,009 at 4% or $87,340 at 6%.
Kendall Capital Management Retirement Trust-4$49,155$41,923$10,481iApproximate average salary by contribution assumption: employee only about $262,019 at 4% or $174,679 at 6%; with 50% employer match about $174,679 at 4% or $116,453 at 6%; with 100% employer match about $131,009 at 4% or $87,340 at 6%.
200714$33,656$33,134$8,284iApproximate average salary by contribution assumption: employee only about $207,088 at 4% or $138,058 at 6%; with 50% employer match about $138,058 at 4% or $92,039 at 6%; with 100% employer match about $103,544 at 4% or $69,029 at 6%.
Kendall Capital Management Retirement Trust-4$33,656$33,134$8,284iApproximate average salary by contribution assumption: employee only about $207,088 at 4% or $138,058 at 6%; with 50% employer match about $138,058 at 4% or $92,039 at 6%; with 100% employer match about $103,544 at 4% or $69,029 at 6%.