Civic Intelligence

Maller Wealth Advisors Inc.

Plan context: Maller Wealth Advisors 401(K) Profit Sharing Plan

EIN 46-3953758 • Hunt Valley, MD • 19 filings • 4 plans

201 International Circle, Suite 100Hunt Valley, MD 21030
Current Snapshot

Latest Year

2025

2025 Participants

19

2025 Assets

$4,598,748

2025 Contributions

$343,512

Historical Graphs

Total Assets Over Time

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

$4,598,748$2,299,374$0201420202025YearValue
$4,598,748Latest year 2025

Participants Over Time

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

19100201420202025YearValue
19Latest 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
2025119$4,598,748$343,512$18,080iApproximate average salary by contribution assumption: employee only about $451,989 at 4% or $301,326 at 6%; with 50% employer match about $301,326 at 4% or $200,884 at 6%; with 100% employer match about $225,995 at 4% or $150,663 at 6%.
Maller Wealth Advisors 401(K) Profit Sharing Plan-19$4,598,748$343,512$18,080iApproximate average salary by contribution assumption: employee only about $451,989 at 4% or $301,326 at 6%; with 50% employer match about $301,326 at 4% or $200,884 at 6%; with 100% employer match about $225,995 at 4% or $150,663 at 6%.
2024119$3,669,230$329,644$17,350iApproximate average salary by contribution assumption: employee only about $433,742 at 4% or $289,161 at 6%; with 50% employer match about $289,161 at 4% or $192,774 at 6%; with 100% employer match about $216,871 at 4% or $144,581 at 6%.
Maller Wealth Advisors 401(K) Profit Sharing Plan-19$3,669,230$329,644$17,350iApproximate average salary by contribution assumption: employee only about $433,742 at 4% or $289,161 at 6%; with 50% employer match about $289,161 at 4% or $192,774 at 6%; with 100% employer match about $216,871 at 4% or $144,581 at 6%.
2023118$3,326,927$321,979$17,888iApproximate average salary by contribution assumption: employee only about $447,193 at 4% or $298,129 at 6%; with 50% employer match about $298,129 at 4% or $198,752 at 6%; with 100% employer match about $223,597 at 4% or $149,064 at 6%.
Maller Wealth Advisors 401(K) Profit Sharing Plan-18$3,326,927$321,979$17,888iApproximate average salary by contribution assumption: employee only about $447,193 at 4% or $298,129 at 6%; with 50% employer match about $298,129 at 4% or $198,752 at 6%; with 100% employer match about $223,597 at 4% or $149,064 at 6%.
2022117$2,580,280$402,241$23,661iApproximate average salary by contribution assumption: employee only about $591,531 at 4% or $394,354 at 6%; with 50% employer match about $394,354 at 4% or $262,903 at 6%; with 100% employer match about $295,765 at 4% or $197,177 at 6%.
Maller Wealth Advisors 401(K) Profit Sharing Plan-17$2,580,280$402,241$23,661iApproximate average salary by contribution assumption: employee only about $591,531 at 4% or $394,354 at 6%; with 50% employer match about $394,354 at 4% or $262,903 at 6%; with 100% employer match about $295,765 at 4% or $197,177 at 6%.
2021117$2,477,939$261,602$15,388iApproximate average salary by contribution assumption: employee only about $384,709 at 4% or $256,473 at 6%; with 50% employer match about $256,473 at 4% or $170,982 at 6%; with 100% employer match about $192,354 at 4% or $128,236 at 6%.
Maller Wealth Advisors 401(K) Profit Sharing Plan-17$2,477,939$261,602$15,388iApproximate average salary by contribution assumption: employee only about $384,709 at 4% or $256,473 at 6%; with 50% employer match about $256,473 at 4% or $170,982 at 6%; with 100% employer match about $192,354 at 4% or $128,236 at 6%.
2020214$2,071,901$127,780$9,127iApproximate average salary by contribution assumption: employee only about $228,179 at 4% or $152,119 at 6%; with 50% employer match about $152,119 at 4% or $101,413 at 6%; with 100% employer match about $114,089 at 4% or $76,060 at 6%.
Maller Wealth Advisors 401(K) Profit Sharing Plan-14$2,071,901$127,780$9,127iApproximate average salary by contribution assumption: employee only about $228,179 at 4% or $152,119 at 6%; with 50% employer match about $152,119 at 4% or $101,413 at 6%; with 100% employer match about $114,089 at 4% or $76,060 at 6%.
MALLER WEALTH ADVISORS, INC. CASH BALANCE PLAN-0$0--
2019217$3,277,628$422,872$24,875iApproximate average salary by contribution assumption: employee only about $621,871 at 4% or $414,580 at 6%; with 50% employer match about $414,580 at 4% or $276,387 at 6%; with 100% employer match about $310,935 at 4% or $207,290 at 6%.
Maller Wealth Advisors 401(K) Profit Sharing Plan-17$1,698,563$171,822$10,107iApproximate average salary by contribution assumption: employee only about $252,679 at 4% or $168,453 at 6%; with 50% employer match about $168,453 at 4% or $112,302 at 6%; with 100% employer match about $126,340 at 4% or $84,226 at 6%.
MALLER WEALTH ADVISORS CASH BALANCE PLAN-16$1,579,065$251,050$15,691iApproximate average salary by contribution assumption: employee only about $392,266 at 4% or $261,510 at 6%; with 50% employer match about $261,510 at 4% or $174,340 at 6%; with 100% employer match about $196,133 at 4% or $130,755 at 6%.
2018213$2,509,952$427,429$32,879iApproximate average salary by contribution assumption: employee only about $821,979 at 4% or $547,986 at 6%; with 50% employer match about $547,986 at 4% or $365,324 at 6%; with 100% employer match about $410,989 at 4% or $273,993 at 6%.
MALLER WEALTH ADVISORS CASH BALANCE PLAN-12$1,256,127$300,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Maller Wealth Advisors 401(K) Profit Sharing Plan-13$1,253,825$127,429$9,802iApproximate average salary by contribution assumption: employee only about $245,056 at 4% or $163,371 at 6%; with 50% employer match about $163,371 at 4% or $108,914 at 6%; with 100% employer match about $122,528 at 4% or $81,685 at 6%.
2017214$2,362,493$388,558$27,754iApproximate average salary by contribution assumption: employee only about $693,854 at 4% or $462,569 at 6%; with 50% employer match about $462,569 at 4% or $308,379 at 6%; with 100% employer match about $346,927 at 4% or $231,285 at 6%.
Maller Wealth Advisors 401(K) Profit Sharing Plan-14$1,407,329$113,558$8,111iApproximate average salary by contribution assumption: employee only about $202,782 at 4% or $135,188 at 6%; with 50% employer match about $135,188 at 4% or $90,125 at 6%; with 100% employer match about $101,391 at 4% or $67,594 at 6%.
MALLER WEALTH ADVISORS CASH BALANCE PLAN-8$955,164$275,000$34,375iApproximate average salary by contribution assumption: employee only about $859,375 at 4% or $572,917 at 6%; with 50% employer match about $572,917 at 4% or $381,944 at 6%; with 100% employer match about $429,688 at 4% or $286,458 at 6%.
2016214$1,754,669$444,289$31,735iApproximate average salary by contribution assumption: employee only about $793,373 at 4% or $528,915 at 6%; with 50% employer match about $528,915 at 4% or $352,610 at 6%; with 100% employer match about $396,687 at 4% or $264,458 at 6%.
Maller Wealth Advisors 401(K) Profit Sharing Plan-14$1,091,591$144,289$10,306iApproximate average salary by contribution assumption: employee only about $257,659 at 4% or $171,773 at 6%; with 50% employer match about $171,773 at 4% or $114,515 at 6%; with 100% employer match about $128,829 at 4% or $85,886 at 6%.
MALLER WEALTH ADVISORS CASH BALANCE PLAN-10$663,078$300,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
2015212$1,152,570$312,260$26,022iApproximate average salary by contribution assumption: employee only about $650,542 at 4% or $433,694 at 6%; with 50% employer match about $433,694 at 4% or $289,130 at 6%; with 100% employer match about $325,271 at 4% or $216,847 at 6%.
Maller Wealth Advisors 401(K) Profit Sharing Plan-12$801,192$99,798$8,317iApproximate average salary by contribution assumption: employee only about $207,913 at 4% or $138,608 at 6%; with 50% employer match about $138,608 at 4% or $92,406 at 6%; with 100% employer match about $103,956 at 4% or $69,304 at 6%.
MALLER WEALTH ADVISORS CASH BALANCE PLAN-8$351,378$212,462$26,558iApproximate average salary by contribution assumption: employee only about $663,944 at 4% or $442,629 at 6%; with 50% employer match about $442,629 at 4% or $295,086 at 6%; with 100% employer match about $331,972 at 4% or $221,315 at 6%.
201427$1,003,772$243,077$34,725iApproximate average salary by contribution assumption: employee only about $868,132 at 4% or $578,755 at 6%; with 50% employer match about $578,755 at 4% or $385,837 at 6%; with 100% employer match about $434,066 at 4% or $289,377 at 6%.
Maller Wealth Advisors 401(K) Profit Sharing Plan-7$864,669$103,974$14,853iApproximate average salary by contribution assumption: employee only about $371,336 at 4% or $247,557 at 6%; with 50% employer match about $247,557 at 4% or $165,038 at 6%; with 100% employer match about $185,668 at 4% or $123,779 at 6%.
MALLER WEALTH ADVISORS CASH BALANCE PLAN-4$139,103$139,103$34,776iApproximate average salary by contribution assumption: employee only about $869,394 at 4% or $579,596 at 6%; with 50% employer match about $579,596 at 4% or $386,397 at 6%; with 100% employer match about $434,697 at 4% or $289,798 at 6%.