Advocacysmiths Inc.
Plan context: Advocacysmiths Inc. Cash Balance Plan
EIN 46-3477941 • Bethesda, MD • 8 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$839,979
2025 Contributions
$15,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $839,979 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Advocacysmiths Inc. Cash Balance Plan | - | 2 | $839,979 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2024 | 1 | 2 | $734,175 | $10,000 | $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%. |
| Advocacysmiths Inc. Cash Balance Plan | - | 2 | $734,175 | $10,000 | $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%. |
| 2023 | 1 | 2 | $670,127 | $96,289 | $48,145iApproximate average salary by contribution assumption: employee only about $1,203,613 at 4% or $802,408 at 6%; with 50% employer match about $802,408 at 4% or $534,939 at 6%; with 100% employer match about $601,806 at 4% or $401,204 at 6%. |
| Advocacysmiths Inc. Cash Balance Plan | - | 2 | $670,127 | $96,289 | $48,145iApproximate average salary by contribution assumption: employee only about $1,203,613 at 4% or $802,408 at 6%; with 50% employer match about $802,408 at 4% or $534,939 at 6%; with 100% employer match about $601,806 at 4% or $401,204 at 6%. |
| 2022 | 1 | 2 | $519,384 | $110,000 | $55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%. |
| Advocacysmiths Inc. Cash Balance Plan | - | 2 | $519,384 | $110,000 | $55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%. |
| 2021 | 1 | 2 | $477,755 | $102,800 | $51,400iApproximate average salary by contribution assumption: employee only about $1,285,000 at 4% or $856,667 at 6%; with 50% employer match about $856,667 at 4% or $571,111 at 6%; with 100% employer match about $642,500 at 4% or $428,333 at 6%. |
| Advocacysmiths Inc. Cash Balance Plan | - | 2 | $477,755 | $102,800 | $51,400iApproximate average salary by contribution assumption: employee only about $1,285,000 at 4% or $856,667 at 6%; with 50% employer match about $856,667 at 4% or $571,111 at 6%; with 100% employer match about $642,500 at 4% or $428,333 at 6%. |
| 2020 | 1 | 2 | $342,500 | $100,000 | $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%. |
| Advocacysmiths Inc. Cash Balance Plan | - | 2 | $342,500 | $100,000 | $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%. |
| 2019 | 1 | 2 | $209,712 | $92,261 | $46,131iApproximate average salary by contribution assumption: employee only about $1,153,263 at 4% or $768,842 at 6%; with 50% employer match about $768,842 at 4% or $512,561 at 6%; with 100% employer match about $576,631 at 4% or $384,421 at 6%. |
| Advocacysmiths Inc. Cash Balance Plan | - | 2 | $209,712 | $92,261 | $46,131iApproximate average salary by contribution assumption: employee only about $1,153,263 at 4% or $768,842 at 6%; with 50% employer match about $768,842 at 4% or $512,561 at 6%; with 100% employer match about $576,631 at 4% or $384,421 at 6%. |
| 2018 | 1 | 2 | $100,026 | $102,800 | $51,400iApproximate average salary by contribution assumption: employee only about $1,285,000 at 4% or $856,667 at 6%; with 50% employer match about $856,667 at 4% or $571,111 at 6%; with 100% employer match about $642,500 at 4% or $428,333 at 6%. |
| Advocacysmiths Inc. Cash Balance Plan | - | 2 | $100,026 | $102,800 | $51,400iApproximate average salary by contribution assumption: employee only about $1,285,000 at 4% or $856,667 at 6%; with 50% employer match about $856,667 at 4% or $571,111 at 6%; with 100% employer match about $642,500 at 4% or $428,333 at 6%. |