Civic Intelligence

Drake-Kinzer Wealth Management LLC

Plan context: Drake-Kinzer Wealth Management LLC 401(K) P/S Plan

EIN 27-1982989 • Crownsville, MD • 15 filings • 2 plans

1321 Generals HighwaySuite 300Crownsville, MD 21032
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,333,211

2024 Contributions

$114,536

Historical Graphs

Total Assets Over Time

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

$2,333,211$1,166,606$0201020172024YearValue
$2,333,211Latest year 2024

Participants Over Time

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

320201020172024YearValue
3Latest 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
202413$2,333,211$114,536$38,179iApproximate average salary by contribution assumption: employee only about $954,467 at 4% or $636,311 at 6%; with 50% employer match about $636,311 at 4% or $424,207 at 6%; with 100% employer match about $477,233 at 4% or $318,156 at 6%.
Drake-Kinzer Wealth Management LLC 401(K) P/S Plan-3$2,333,211$114,536$38,179iApproximate average salary by contribution assumption: employee only about $954,467 at 4% or $636,311 at 6%; with 50% employer match about $636,311 at 4% or $424,207 at 6%; with 100% employer match about $477,233 at 4% or $318,156 at 6%.
202313$1,952,442$110,156$36,719iApproximate average salary by contribution assumption: employee only about $917,967 at 4% or $611,978 at 6%; with 50% employer match about $611,978 at 4% or $407,985 at 6%; with 100% employer match about $458,983 at 4% or $305,989 at 6%.
Drake-Kinzer Wealth Management LLC 401(K) P/S Plan-3$1,952,442$110,156$36,719iApproximate average salary by contribution assumption: employee only about $917,967 at 4% or $611,978 at 6%; with 50% employer match about $611,978 at 4% or $407,985 at 6%; with 100% employer match about $458,983 at 4% or $305,989 at 6%.
202213$1,497,309$100,282$33,427iApproximate average salary by contribution assumption: employee only about $835,683 at 4% or $557,122 at 6%; with 50% employer match about $557,122 at 4% or $371,415 at 6%; with 100% employer match about $417,842 at 4% or $278,561 at 6%.
Drake-Kinzer Wealth Management LLC 401(K) P/S Plan-3$1,497,309$100,282$33,427iApproximate average salary by contribution assumption: employee only about $835,683 at 4% or $557,122 at 6%; with 50% employer match about $557,122 at 4% or $371,415 at 6%; with 100% employer match about $417,842 at 4% or $278,561 at 6%.
202113$1,729,374$97,527$32,509iApproximate average salary by contribution assumption: employee only about $812,725 at 4% or $541,817 at 6%; with 50% employer match about $541,817 at 4% or $361,211 at 6%; with 100% employer match about $406,363 at 4% or $270,908 at 6%.
Drake-Kinzer Wealth Management LLC 401(K) P/S Plan-3$1,729,374$97,527$32,509iApproximate average salary by contribution assumption: employee only about $812,725 at 4% or $541,817 at 6%; with 50% employer match about $541,817 at 4% or $361,211 at 6%; with 100% employer match about $406,363 at 4% or $270,908 at 6%.
202013$1,404,997$91,686$30,562iApproximate average salary by contribution assumption: employee only about $764,050 at 4% or $509,367 at 6%; with 50% employer match about $509,367 at 4% or $339,578 at 6%; with 100% employer match about $382,025 at 4% or $254,683 at 6%.
Drake-Kinzer Wealth Management LLC 401(K) P/S Plan-3$1,404,997$91,686$30,562iApproximate average salary by contribution assumption: employee only about $764,050 at 4% or $509,367 at 6%; with 50% employer match about $509,367 at 4% or $339,578 at 6%; with 100% employer match about $382,025 at 4% or $254,683 at 6%.
201913$1,109,026$85,553$28,518iApproximate average salary by contribution assumption: employee only about $712,942 at 4% or $475,294 at 6%; with 50% employer match about $475,294 at 4% or $316,863 at 6%; with 100% employer match about $356,471 at 4% or $237,647 at 6%.
Drake-Kinzer Wealth Management LLC 401(K) P/S Plan-3$1,109,026$85,553$28,518iApproximate average salary by contribution assumption: employee only about $712,942 at 4% or $475,294 at 6%; with 50% employer match about $475,294 at 4% or $316,863 at 6%; with 100% employer match about $356,471 at 4% or $237,647 at 6%.
201813$822,550$83,823$27,941iApproximate average salary by contribution assumption: employee only about $698,525 at 4% or $465,683 at 6%; with 50% employer match about $465,683 at 4% or $310,456 at 6%; with 100% employer match about $349,263 at 4% or $232,842 at 6%.
Drake-Kinzer Wealth Management LLC 401(K) P/S Plan-3$822,550$83,823$27,941iApproximate average salary by contribution assumption: employee only about $698,525 at 4% or $465,683 at 6%; with 50% employer match about $465,683 at 4% or $310,456 at 6%; with 100% employer match about $349,263 at 4% or $232,842 at 6%.
201713$798,275$79,027$26,342iApproximate average salary by contribution assumption: employee only about $658,558 at 4% or $439,039 at 6%; with 50% employer match about $439,039 at 4% or $292,693 at 6%; with 100% employer match about $329,279 at 4% or $219,519 at 6%.
Drake-Kinzer Wealth Management LLC 401(K) P/S Plan-3$798,275$79,027$26,342iApproximate average salary by contribution assumption: employee only about $658,558 at 4% or $439,039 at 6%; with 50% employer match about $439,039 at 4% or $292,693 at 6%; with 100% employer match about $329,279 at 4% or $219,519 at 6%.
201613$588,304$79,323$26,441iApproximate average salary by contribution assumption: employee only about $661,025 at 4% or $440,683 at 6%; with 50% employer match about $440,683 at 4% or $293,789 at 6%; with 100% employer match about $330,513 at 4% or $220,342 at 6%.
Drake-Kinzer Wealth Management LLC 401(K) P/S Plan-3$588,304$79,323$26,441iApproximate average salary by contribution assumption: employee only about $661,025 at 4% or $440,683 at 6%; with 50% employer match about $440,683 at 4% or $293,789 at 6%; with 100% employer match about $330,513 at 4% or $220,342 at 6%.
201513$464,299$80,110$26,703iApproximate average salary by contribution assumption: employee only about $667,583 at 4% or $445,056 at 6%; with 50% employer match about $445,056 at 4% or $296,704 at 6%; with 100% employer match about $333,792 at 4% or $222,528 at 6%.
Drake-Kinzer Wealth Management LLC 401(K) P/S Plan-3$464,299$80,110$26,703iApproximate average salary by contribution assumption: employee only about $667,583 at 4% or $445,056 at 6%; with 50% employer match about $445,056 at 4% or $296,704 at 6%; with 100% employer match about $333,792 at 4% or $222,528 at 6%.
201413$395,630$76,325$25,442iApproximate average salary by contribution assumption: employee only about $636,042 at 4% or $424,028 at 6%; with 50% employer match about $424,028 at 4% or $282,685 at 6%; with 100% employer match about $318,021 at 4% or $212,014 at 6%.
Drake-Kinzer Wealth Management LLC 401(K) P/S Plan-3$395,630$76,325$25,442iApproximate average salary by contribution assumption: employee only about $636,042 at 4% or $424,028 at 6%; with 50% employer match about $424,028 at 4% or $282,685 at 6%; with 100% employer match about $318,021 at 4% or $212,014 at 6%.
201313$310,542$73,875$24,625iApproximate average salary by contribution assumption: employee only about $615,625 at 4% or $410,417 at 6%; with 50% employer match about $410,417 at 4% or $273,611 at 6%; with 100% employer match about $307,813 at 4% or $205,208 at 6%.
Drake-Kinzer Wealth Management LLC 401(K) P/S Plan-3$310,542$73,875$24,625iApproximate average salary by contribution assumption: employee only about $615,625 at 4% or $410,417 at 6%; with 50% employer match about $410,417 at 4% or $273,611 at 6%; with 100% employer match about $307,813 at 4% or $205,208 at 6%.
201213$199,563$71,374$23,791iApproximate average salary by contribution assumption: employee only about $594,783 at 4% or $396,522 at 6%; with 50% employer match about $396,522 at 4% or $264,348 at 6%; with 100% employer match about $297,392 at 4% or $198,261 at 6%.
Drake-Kinzer Wealth Management LLC 401(K) P/S Plan-3$199,563$71,374$23,791iApproximate average salary by contribution assumption: employee only about $594,783 at 4% or $396,522 at 6%; with 50% employer match about $396,522 at 4% or $264,348 at 6%; with 100% employer match about $297,392 at 4% or $198,261 at 6%.
201113$109,463$83,813$27,938iApproximate average salary by contribution assumption: employee only about $698,442 at 4% or $465,628 at 6%; with 50% employer match about $465,628 at 4% or $310,419 at 6%; with 100% employer match about $349,221 at 4% or $232,814 at 6%.
Drake-Kinzer Wealth Management LLC 401(K) P/S Plan-3$109,463$83,813$27,938iApproximate average salary by contribution assumption: employee only about $698,442 at 4% or $465,628 at 6%; with 50% employer match about $465,628 at 4% or $310,419 at 6%; with 100% employer match about $349,221 at 4% or $232,814 at 6%.
201013$30,297$29,783$9,928iApproximate average salary by contribution assumption: employee only about $248,192 at 4% or $165,461 at 6%; with 50% employer match about $165,461 at 4% or $110,307 at 6%; with 100% employer match about $124,096 at 4% or $82,731 at 6%.
Drake-Kinzer Wealth Management LLC 401(K) P/S Plan-3$30,297$29,783$9,928iApproximate average salary by contribution assumption: employee only about $248,192 at 4% or $165,461 at 6%; with 50% employer match about $165,461 at 4% or $110,307 at 6%; with 100% employer match about $124,096 at 4% or $82,731 at 6%.