Civic Intelligence

Glassman Wealth Services LLC

Plan context: Glassman Wealth Services LLC 401(K) Profit Sharing Plan

EIN 27-0896966 • Vienna, VA • 15 filings • 1 plans

8000 Towers Crescent DriveSuite 1450Vienna, VA 22182
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$4,009,708

2024 Contributions

$445,086

Historical Graphs

Total Assets Over Time

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

$4,009,708$2,004,854$0201020172024YearValue
$4,009,708Latest year 2024

Participants Over Time

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

21110201020172024YearValue
21Latest 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
2024121$4,009,708$445,086$21,195iApproximate average salary by contribution assumption: employee only about $529,864 at 4% or $353,243 at 6%; with 50% employer match about $353,243 at 4% or $235,495 at 6%; with 100% employer match about $264,932 at 4% or $176,621 at 6%.
Glassman Wealth Services LLC 401(K) Profit Sharing Plan-21$4,009,708$445,086$21,195iApproximate average salary by contribution assumption: employee only about $529,864 at 4% or $353,243 at 6%; with 50% employer match about $353,243 at 4% or $235,495 at 6%; with 100% employer match about $264,932 at 4% or $176,621 at 6%.
2023121$3,038,383$393,710$18,748iApproximate average salary by contribution assumption: employee only about $468,702 at 4% or $312,468 at 6%; with 50% employer match about $312,468 at 4% or $208,312 at 6%; with 100% employer match about $234,351 at 4% or $156,234 at 6%.
Glassman Wealth Services LLC 401(K) Profit Sharing Plan-21$3,038,383$393,710$18,748iApproximate average salary by contribution assumption: employee only about $468,702 at 4% or $312,468 at 6%; with 50% employer match about $312,468 at 4% or $208,312 at 6%; with 100% employer match about $234,351 at 4% or $156,234 at 6%.
2022117$2,173,839$231,755$13,633iApproximate average salary by contribution assumption: employee only about $340,816 at 4% or $227,211 at 6%; with 50% employer match about $227,211 at 4% or $151,474 at 6%; with 100% employer match about $170,408 at 4% or $113,605 at 6%.
Glassman Wealth Services LLC 401(K) Profit Sharing Plan-17$2,173,839$231,755$13,633iApproximate average salary by contribution assumption: employee only about $340,816 at 4% or $227,211 at 6%; with 50% employer match about $227,211 at 4% or $151,474 at 6%; with 100% employer match about $170,408 at 4% or $113,605 at 6%.
2021115$2,432,302$300,625$20,042iApproximate average salary by contribution assumption: employee only about $501,042 at 4% or $334,028 at 6%; with 50% employer match about $334,028 at 4% or $222,685 at 6%; with 100% employer match about $250,521 at 4% or $167,014 at 6%.
Glassman Wealth Services LLC 401(K) Profit Sharing Plan-15$2,432,302$300,625$20,042iApproximate average salary by contribution assumption: employee only about $501,042 at 4% or $334,028 at 6%; with 50% employer match about $334,028 at 4% or $222,685 at 6%; with 100% employer match about $250,521 at 4% or $167,014 at 6%.
2020114$2,563,655$322,980$23,070iApproximate average salary by contribution assumption: employee only about $576,750 at 4% or $384,500 at 6%; with 50% employer match about $384,500 at 4% or $256,333 at 6%; with 100% employer match about $288,375 at 4% or $192,250 at 6%.
Glassman Wealth Services LLC 401(K) Profit Sharing Plan-14$2,563,655$322,980$23,070iApproximate average salary by contribution assumption: employee only about $576,750 at 4% or $384,500 at 6%; with 50% employer match about $384,500 at 4% or $256,333 at 6%; with 100% employer match about $288,375 at 4% or $192,250 at 6%.
2019113$1,871,901$241,898$18,608iApproximate average salary by contribution assumption: employee only about $465,188 at 4% or $310,126 at 6%; with 50% employer match about $310,126 at 4% or $206,750 at 6%; with 100% employer match about $232,594 at 4% or $155,063 at 6%.
Glassman Wealth Services LLC 401(K) Profit Sharing Plan-13$1,871,901$241,898$18,608iApproximate average salary by contribution assumption: employee only about $465,188 at 4% or $310,126 at 6%; with 50% employer match about $310,126 at 4% or $206,750 at 6%; with 100% employer match about $232,594 at 4% or $155,063 at 6%.
2018112$1,324,960$292,073$24,339iApproximate average salary by contribution assumption: employee only about $608,485 at 4% or $405,657 at 6%; with 50% employer match about $405,657 at 4% or $270,438 at 6%; with 100% employer match about $304,243 at 4% or $202,828 at 6%.
Glassman Wealth Services LLC 401(K) Profit Sharing Plan-12$1,324,960$292,073$24,339iApproximate average salary by contribution assumption: employee only about $608,485 at 4% or $405,657 at 6%; with 50% employer match about $405,657 at 4% or $270,438 at 6%; with 100% employer match about $304,243 at 4% or $202,828 at 6%.
2017112$1,332,089$189,155$15,763iApproximate average salary by contribution assumption: employee only about $394,073 at 4% or $262,715 at 6%; with 50% employer match about $262,715 at 4% or $175,144 at 6%; with 100% employer match about $197,036 at 4% or $131,358 at 6%.
Glassman Wealth Services LLC 401(K) Profit Sharing Plan-12$1,332,089$189,155$15,763iApproximate average salary by contribution assumption: employee only about $394,073 at 4% or $262,715 at 6%; with 50% employer match about $262,715 at 4% or $175,144 at 6%; with 100% employer match about $197,036 at 4% or $131,358 at 6%.
2016112$997,153$178,938$14,912iApproximate average salary by contribution assumption: employee only about $372,788 at 4% or $248,525 at 6%; with 50% employer match about $248,525 at 4% or $165,683 at 6%; with 100% employer match about $186,394 at 4% or $124,263 at 6%.
Glassman Wealth Services LLC 401(K) Profit Sharing Plan-12$997,153$178,938$14,912iApproximate average salary by contribution assumption: employee only about $372,788 at 4% or $248,525 at 6%; with 50% employer match about $248,525 at 4% or $165,683 at 6%; with 100% employer match about $186,394 at 4% or $124,263 at 6%.
2015110$753,024$191,449$19,145iApproximate average salary by contribution assumption: employee only about $478,623 at 4% or $319,082 at 6%; with 50% employer match about $319,082 at 4% or $212,721 at 6%; with 100% employer match about $239,311 at 4% or $159,541 at 6%.
Glassman Wealth Services LLC 401(K) Profit Sharing Plan-10$753,024$191,449$19,145iApproximate average salary by contribution assumption: employee only about $478,623 at 4% or $319,082 at 6%; with 50% employer match about $319,082 at 4% or $212,721 at 6%; with 100% employer match about $239,311 at 4% or $159,541 at 6%.
201418$584,219$149,854$18,732iApproximate average salary by contribution assumption: employee only about $468,294 at 4% or $312,196 at 6%; with 50% employer match about $312,196 at 4% or $208,131 at 6%; with 100% employer match about $234,147 at 4% or $156,098 at 6%.
Glassman Wealth Services LLC 401(K) Profit Sharing Plan-8$584,219$149,854$18,732iApproximate average salary by contribution assumption: employee only about $468,294 at 4% or $312,196 at 6%; with 50% employer match about $312,196 at 4% or $208,131 at 6%; with 100% employer match about $234,147 at 4% or $156,098 at 6%.
201316$427,841$126,979$21,163iApproximate average salary by contribution assumption: employee only about $529,079 at 4% or $352,719 at 6%; with 50% employer match about $352,719 at 4% or $235,146 at 6%; with 100% employer match about $264,540 at 4% or $176,360 at 6%.
Glassman Wealth Services LLC 401(K) Profit Sharing Plan-6$427,841$126,979$21,163iApproximate average salary by contribution assumption: employee only about $529,079 at 4% or $352,719 at 6%; with 50% employer match about $352,719 at 4% or $235,146 at 6%; with 100% employer match about $264,540 at 4% or $176,360 at 6%.
201216$262,828$90,817$15,136iApproximate average salary by contribution assumption: employee only about $378,404 at 4% or $252,269 at 6%; with 50% employer match about $252,269 at 4% or $168,180 at 6%; with 100% employer match about $189,202 at 4% or $126,135 at 6%.
Glassman Wealth Services LLC 401(K) Profit Sharing Plan-6$262,828$90,817$15,136iApproximate average salary by contribution assumption: employee only about $378,404 at 4% or $252,269 at 6%; with 50% employer match about $252,269 at 4% or $168,180 at 6%; with 100% employer match about $189,202 at 4% or $126,135 at 6%.
201114$157,922$89,121$22,280iApproximate average salary by contribution assumption: employee only about $557,006 at 4% or $371,338 at 6%; with 50% employer match about $371,338 at 4% or $247,558 at 6%; with 100% employer match about $278,503 at 4% or $185,669 at 6%.
Glassman Wealth Services LLC 401(K) Profit Sharing Plan-4$157,922$89,121$22,280iApproximate average salary by contribution assumption: employee only about $557,006 at 4% or $371,338 at 6%; with 50% employer match about $371,338 at 4% or $247,558 at 6%; with 100% employer match about $278,503 at 4% or $185,669 at 6%.
201013$75,159$74,050$24,683iApproximate average salary by contribution assumption: employee only about $617,083 at 4% or $411,389 at 6%; with 50% employer match about $411,389 at 4% or $274,259 at 6%; with 100% employer match about $308,542 at 4% or $205,694 at 6%.
Glassman Wealth Services LLC 401(K) Profit Sharing Plan-3$75,159$74,050$24,683iApproximate average salary by contribution assumption: employee only about $617,083 at 4% or $411,389 at 6%; with 50% employer match about $411,389 at 4% or $274,259 at 6%; with 100% employer match about $308,542 at 4% or $205,694 at 6%.