Civic Intelligence

Savantage Financial Services Inc

Plan context: Savantage Financial Services Inc. 401(K) Savings Plan

EIN 36-3379794 • Rockville, MD • 52 filings • 15 plans

2101 Gaither Road Suite 350Rockville, MD 20850
Current Snapshot

Latest Year

2024

2024 Participants

138

2024 Assets

$41,003,421

2024 Contributions

$2,443,698

Historical Graphs

Total Assets Over Time

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

$41,003,421$20,501,711$0200120132024YearValue
$41,003,421Latest year 2024

Participants Over Time

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

171860200120132024YearValue
138Latest 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
20242138$41,003,421$2,443,698$17,708iApproximate average salary by contribution assumption: employee only about $442,699 at 4% or $295,133 at 6%; with 50% employer match about $295,133 at 4% or $196,755 at 6%; with 100% employer match about $221,349 at 4% or $147,566 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-138$41,003,421$2,443,698$17,708iApproximate average salary by contribution assumption: employee only about $442,699 at 4% or $295,133 at 6%; with 50% employer match about $295,133 at 4% or $196,755 at 6%; with 100% employer match about $221,349 at 4% or $147,566 at 6%.
Savantage Financial Services Inc Life Accidental Death & Dismemberment Long Term Disability and Short Term Disability Plan-137---
20232131$34,365,337$2,300,717$17,563iApproximate average salary by contribution assumption: employee only about $439,068 at 4% or $292,712 at 6%; with 50% employer match about $292,712 at 4% or $195,141 at 6%; with 100% employer match about $219,534 at 4% or $146,356 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-131$34,365,337$2,300,717$17,563iApproximate average salary by contribution assumption: employee only about $439,068 at 4% or $292,712 at 6%; with 50% employer match about $292,712 at 4% or $195,141 at 6%; with 100% employer match about $219,534 at 4% or $146,356 at 6%.
Savantage Financial Services Inc Life Accidental Death & Dismemberment Long Term Disability and Short Term Disability Plan-127---
20222115$27,748,779$2,052,716$17,850iApproximate average salary by contribution assumption: employee only about $446,243 at 4% or $297,495 at 6%; with 50% employer match about $297,495 at 4% or $198,330 at 6%; with 100% employer match about $223,121 at 4% or $148,748 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-115$27,748,779$2,052,716$17,850iApproximate average salary by contribution assumption: employee only about $446,243 at 4% or $297,495 at 6%; with 50% employer match about $297,495 at 4% or $198,330 at 6%; with 100% employer match about $223,121 at 4% or $148,748 at 6%.
Savantage Financial Services Inc Life Accidental Death & Dismemberment Long Term Disability and Short Term Disability Plan-112---
20211111$32,110,955$1,741,381$15,688iApproximate average salary by contribution assumption: employee only about $392,203 at 4% or $261,469 at 6%; with 50% employer match about $261,469 at 4% or $174,312 at 6%; with 100% employer match about $196,101 at 4% or $130,734 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-111$32,110,955$1,741,381$15,688iApproximate average salary by contribution assumption: employee only about $392,203 at 4% or $261,469 at 6%; with 50% employer match about $261,469 at 4% or $174,312 at 6%; with 100% employer match about $196,101 at 4% or $130,734 at 6%.
2020187$26,600,823$1,283,129$14,749iApproximate average salary by contribution assumption: employee only about $368,715 at 4% or $245,810 at 6%; with 50% employer match about $245,810 at 4% or $163,873 at 6%; with 100% employer match about $184,358 at 4% or $122,905 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-87$26,600,823$1,283,129$14,749iApproximate average salary by contribution assumption: employee only about $368,715 at 4% or $245,810 at 6%; with 50% employer match about $245,810 at 4% or $163,873 at 6%; with 100% employer match about $184,358 at 4% or $122,905 at 6%.
2019184$22,366,610$1,273,462$15,160iApproximate average salary by contribution assumption: employee only about $379,007 at 4% or $252,671 at 6%; with 50% employer match about $252,671 at 4% or $168,447 at 6%; with 100% employer match about $189,503 at 4% or $126,336 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-84$22,366,610$1,273,462$15,160iApproximate average salary by contribution assumption: employee only about $379,007 at 4% or $252,671 at 6%; with 50% employer match about $252,671 at 4% or $168,447 at 6%; with 100% employer match about $189,503 at 4% or $126,336 at 6%.
2018177$17,936,019$1,167,117$15,157iApproximate average salary by contribution assumption: employee only about $378,934 at 4% or $252,623 at 6%; with 50% employer match about $252,623 at 4% or $168,415 at 6%; with 100% employer match about $189,467 at 4% or $126,311 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-77$17,936,019$1,167,117$15,157iApproximate average salary by contribution assumption: employee only about $378,934 at 4% or $252,623 at 6%; with 50% employer match about $252,623 at 4% or $168,415 at 6%; with 100% employer match about $189,467 at 4% or $126,311 at 6%.
2017172$19,301,475$1,228,466$17,062iApproximate average salary by contribution assumption: employee only about $426,551 at 4% or $284,367 at 6%; with 50% employer match about $284,367 at 4% or $189,578 at 6%; with 100% employer match about $213,275 at 4% or $142,184 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-72$19,301,475$1,228,466$17,062iApproximate average salary by contribution assumption: employee only about $426,551 at 4% or $284,367 at 6%; with 50% employer match about $284,367 at 4% or $189,578 at 6%; with 100% employer match about $213,275 at 4% or $142,184 at 6%.
2016173$16,432,140$1,392,970$19,082iApproximate average salary by contribution assumption: employee only about $477,045 at 4% or $318,030 at 6%; with 50% employer match about $318,030 at 4% or $212,020 at 6%; with 100% employer match about $238,522 at 4% or $159,015 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-73$16,432,140$1,392,970$19,082iApproximate average salary by contribution assumption: employee only about $477,045 at 4% or $318,030 at 6%; with 50% employer match about $318,030 at 4% or $212,020 at 6%; with 100% employer match about $238,522 at 4% or $159,015 at 6%.
2015276$16,188,758$1,487,715$19,575iApproximate average salary by contribution assumption: employee only about $489,380 at 4% or $326,253 at 6%; with 50% employer match about $326,253 at 4% or $217,502 at 6%; with 100% employer match about $244,690 at 4% or $163,127 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-76$16,188,758$1,487,715$19,575iApproximate average salary by contribution assumption: employee only about $489,380 at 4% or $326,253 at 6%; with 50% employer match about $326,253 at 4% or $217,502 at 6%; with 100% employer match about $244,690 at 4% or $163,127 at 6%.
Savantage Financial Services Inc Life Accidental Death & Dismemberment Long Term Disability and Short Term Disability Plan-72---
20144100$16,651,532$1,624,066$16,241iApproximate average salary by contribution assumption: employee only about $406,017 at 4% or $270,678 at 6%; with 50% employer match about $270,678 at 4% or $180,452 at 6%; with 100% employer match about $203,008 at 4% or $135,339 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-100$16,651,532$1,624,066$16,241iApproximate average salary by contribution assumption: employee only about $406,017 at 4% or $270,678 at 6%; with 50% employer match about $270,678 at 4% or $180,452 at 6%; with 100% employer match about $203,008 at 4% or $135,339 at 6%.
Savantage Financial Services Inc Life Accidental Death & Dismemberment Long Term Disability and Short Term Disability Plan-94---
Savantage Financial Services Inc Dental Plan-75---
Savantage Financial Services Medical Plan-71---
20134171$15,860,001$2,044,851$11,958iApproximate average salary by contribution assumption: employee only about $298,955 at 4% or $199,303 at 6%; with 50% employer match about $199,303 at 4% or $132,869 at 6%; with 100% employer match about $149,477 at 4% or $99,652 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-110$15,860,001$2,044,851$18,590iApproximate average salary by contribution assumption: employee only about $464,739 at 4% or $309,826 at 6%; with 50% employer match about $309,826 at 4% or $206,551 at 6%; with 100% employer match about $232,369 at 4% or $154,913 at 6%.
Savantage Financial Services Inc Life Accidental Death & Dismemberment Long Term Disability and Short Term Disability Plan-171---
Savantage Financial Services Medical Plan-121---
Savantage Financial Services Inc Dental Plan-134---
20124169$13,270,787$2,098,729$12,419iApproximate average salary by contribution assumption: employee only about $310,463 at 4% or $206,975 at 6%; with 50% employer match about $206,975 at 4% or $137,983 at 6%; with 100% employer match about $155,231 at 4% or $103,488 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-169$13,270,787$2,098,729$12,419iApproximate average salary by contribution assumption: employee only about $310,463 at 4% or $206,975 at 6%; with 50% employer match about $206,975 at 4% or $137,983 at 6%; with 100% employer match about $155,231 at 4% or $103,488 at 6%.
Savantage Financial Services Inc Dental Plan-134---
Savantage Financial Services Medical Plan-123---
Savantage Financial Services Inc Life Accidental Death & Dismemberment Long Term Disability and Short Term Disability Plan-166---
20114159$10,372,070$2,142,956$13,478iApproximate average salary by contribution assumption: employee only about $336,943 at 4% or $224,629 at 6%; with 50% employer match about $224,629 at 4% or $149,752 at 6%; with 100% employer match about $168,471 at 4% or $112,314 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-134$10,372,070$2,142,956$15,992iApproximate average salary by contribution assumption: employee only about $399,805 at 4% or $266,537 at 6%; with 50% employer match about $266,537 at 4% or $177,691 at 6%; with 100% employer match about $199,903 at 4% or $133,268 at 6%.
Savantage Financial Services Medical Plan-123---
Savantage Financial Services Inc Dental Plan-128---
Savantage Financial Services Inc Life Accidental Death & Dismemberment Long Term Disability and Short Term Disability Plan-159---
20103168$8,998,700$1,645,011$9,792iApproximate average salary by contribution assumption: employee only about $244,793 at 4% or $163,196 at 6%; with 50% employer match about $163,196 at 4% or $108,797 at 6%; with 100% employer match about $122,397 at 4% or $81,598 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-135$8,998,700$1,645,011$12,185iApproximate average salary by contribution assumption: employee only about $304,632 at 4% or $203,088 at 6%; with 50% employer match about $203,088 at 4% or $135,392 at 6%; with 100% employer match about $152,316 at 4% or $101,544 at 6%.
Savantage Financial Services Inc Life Accidental Death & Dismemberment Long Term Disability and Short Term Disability Plan-168---
Savantage Financial Services Inc Dental Plan-109---
20093116$6,596,314$1,344,722$11,592iApproximate average salary by contribution assumption: employee only about $289,811 at 4% or $193,207 at 6%; with 50% employer match about $193,207 at 4% or $128,805 at 6%; with 100% employer match about $144,905 at 4% or $96,604 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-114$6,596,314$1,344,722$11,796iApproximate average salary by contribution assumption: employee only about $294,895 at 4% or $196,597 at 6%; with 50% employer match about $196,597 at 4% or $131,065 at 6%; with 100% employer match about $147,448 at 4% or $98,298 at 6%.
Savantage Financial Services Inc Dental Plan-101---
Savantage Financial Services Inc Life Accidental Death & Dismemberment Long Term Disability and Short Term Disability Plan-116---
20086119$4,149,912$1,179,302$9,910iApproximate average salary by contribution assumption: employee only about $247,753 at 4% or $165,168 at 6%; with 50% employer match about $165,168 at 4% or $110,112 at 6%; with 100% employer match about $123,876 at 4% or $82,584 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-119$4,149,912$1,179,302$9,910iApproximate average salary by contribution assumption: employee only about $247,753 at 4% or $165,168 at 6%; with 50% employer match about $165,168 at 4% or $110,112 at 6%; with 100% employer match about $123,876 at 4% or $82,584 at 6%.
Savantage Financial Services Inc Life Accidental Death & Dismemberment Long Term Disability and Short Term Disability Plan-116---
Savantage Financial Services Medical Plan-0---
SAVANTAGE FINANCIAL SERVICES INC SHORT TERM DISABILITY PLAN-0---
Savantage Financial Services Inc Dental Plan-116---
Savantage Financial Services Inc Life Accidental Death & Dismemberment Long Term Disability and Short Term Disability Plan-103---
20074105$5,170,852$1,156,022$11,010iApproximate average salary by contribution assumption: employee only about $275,243 at 4% or $183,496 at 6%; with 50% employer match about $183,496 at 4% or $122,330 at 6%; with 100% employer match about $137,622 at 4% or $91,748 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-99$5,170,852$1,156,022$11,677iApproximate average salary by contribution assumption: employee only about $291,925 at 4% or $194,616 at 6%; with 50% employer match about $194,616 at 4% or $129,744 at 6%; with 100% employer match about $145,962 at 4% or $97,308 at 6%.
Savantage Financial Services Inc Life Accidental Death & Dismemberment Long Term Disability and Short Term Disability Plan-103---
Savantage Financial Services Medical Plan-105---
SAVANTAGE FINANCIAL SERVICES INC SHORT TERM DISABILITY PLAN-104---
20061109$3,912,699$943,420$8,655iApproximate average salary by contribution assumption: employee only about $216,381 at 4% or $144,254 at 6%; with 50% employer match about $144,254 at 4% or $96,169 at 6%; with 100% employer match about $108,190 at 4% or $72,127 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-109$3,912,699$943,420$8,655iApproximate average salary by contribution assumption: employee only about $216,381 at 4% or $144,254 at 6%; with 50% employer match about $144,254 at 4% or $96,169 at 6%; with 100% employer match about $108,190 at 4% or $72,127 at 6%.
20051100$3,330,006$443,448$4,434iApproximate average salary by contribution assumption: employee only about $110,862 at 4% or $73,908 at 6%; with 50% employer match about $73,908 at 4% or $49,272 at 6%; with 100% employer match about $55,431 at 4% or $36,954 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-100$3,330,006$443,448$4,434iApproximate average salary by contribution assumption: employee only about $110,862 at 4% or $73,908 at 6%; with 50% employer match about $73,908 at 4% or $49,272 at 6%; with 100% employer match about $55,431 at 4% or $36,954 at 6%.
20041114$2,600,415$642,362$5,635iApproximate average salary by contribution assumption: employee only about $140,869 at 4% or $93,913 at 6%; with 50% employer match about $93,913 at 4% or $62,608 at 6%; with 100% employer match about $70,434 at 4% or $46,956 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-114$2,600,415$642,362$5,635iApproximate average salary by contribution assumption: employee only about $140,869 at 4% or $93,913 at 6%; with 50% employer match about $93,913 at 4% or $62,608 at 6%; with 100% employer match about $70,434 at 4% or $46,956 at 6%.
2003190$1,853,323$513,754$5,708iApproximate average salary by contribution assumption: employee only about $142,709 at 4% or $95,140 at 6%; with 50% employer match about $95,140 at 4% or $63,426 at 6%; with 100% employer match about $71,355 at 4% or $47,570 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-90$1,853,323$513,754$5,708iApproximate average salary by contribution assumption: employee only about $142,709 at 4% or $95,140 at 6%; with 50% employer match about $95,140 at 4% or $63,426 at 6%; with 100% employer match about $71,355 at 4% or $47,570 at 6%.
2002170$1,228,353$520,837$7,441iApproximate average salary by contribution assumption: employee only about $186,013 at 4% or $124,009 at 6%; with 50% employer match about $124,009 at 4% or $82,673 at 6%; with 100% employer match about $93,007 at 4% or $62,004 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-70$1,228,353$520,837$7,441iApproximate average salary by contribution assumption: employee only about $186,013 at 4% or $124,009 at 6%; with 50% employer match about $124,009 at 4% or $82,673 at 6%; with 100% employer match about $93,007 at 4% or $62,004 at 6%.
2001159$1,088,635$418,336$7,090iApproximate average salary by contribution assumption: employee only about $177,261 at 4% or $118,174 at 6%; with 50% employer match about $118,174 at 4% or $78,783 at 6%; with 100% employer match about $88,631 at 4% or $59,087 at 6%.
Savantage Financial Services Inc. 401(K) Savings Plan-59$1,088,635$418,336$7,090iApproximate average salary by contribution assumption: employee only about $177,261 at 4% or $118,174 at 6%; with 50% employer match about $118,174 at 4% or $78,783 at 6%; with 100% employer match about $88,631 at 4% or $59,087 at 6%.