Civic Intelligence

Mullen, Sondberg, Wimbish & Stone, P.A.

Plan context: Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan

EIN 52-1197902 • Annapolis, MD • 25 filings • 4 plans

888 Bestgate Road, Suite 310Annapolis, MD 21401
Current Snapshot

Latest Year

2024

2024 Participants

40

2024 Assets

$12,216,151

2024 Contributions

$711,174

Historical Graphs

Total Assets Over Time

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

$12,216,151$6,108,076$0200020142024YearValue
$12,216,151Latest year 2024

Participants Over Time

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

43220200020122024YearValue
40Latest 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
2024140$12,216,151$711,174$17,779iApproximate average salary by contribution assumption: employee only about $444,484 at 4% or $296,323 at 6%; with 50% employer match about $296,323 at 4% or $197,548 at 6%; with 100% employer match about $222,242 at 4% or $148,161 at 6%.
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-40$12,216,151$711,174$17,779iApproximate average salary by contribution assumption: employee only about $444,484 at 4% or $296,323 at 6%; with 50% employer match about $296,323 at 4% or $197,548 at 6%; with 100% employer match about $222,242 at 4% or $148,161 at 6%.
2023140$11,220,990$695,841$17,396iApproximate average salary by contribution assumption: employee only about $434,901 at 4% or $289,934 at 6%; with 50% employer match about $289,934 at 4% or $193,289 at 6%; with 100% employer match about $217,450 at 4% or $144,967 at 6%.
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-40$11,220,990$695,841$17,396iApproximate average salary by contribution assumption: employee only about $434,901 at 4% or $289,934 at 6%; with 50% employer match about $289,934 at 4% or $193,289 at 6%; with 100% employer match about $217,450 at 4% or $144,967 at 6%.
2022143$9,137,884$298,910$6,951iApproximate average salary by contribution assumption: employee only about $173,785 at 4% or $115,857 at 6%; with 50% employer match about $115,857 at 4% or $77,238 at 6%; with 100% employer match about $86,892 at 4% or $57,928 at 6%.
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-43$9,137,884$298,910$6,951iApproximate average salary by contribution assumption: employee only about $173,785 at 4% or $115,857 at 6%; with 50% employer match about $115,857 at 4% or $77,238 at 6%; with 100% employer match about $86,892 at 4% or $57,928 at 6%.
2021142$11,197,485$585,318$13,936iApproximate average salary by contribution assumption: employee only about $348,404 at 4% or $232,269 at 6%; with 50% employer match about $232,269 at 4% or $154,846 at 6%; with 100% employer match about $174,202 at 4% or $116,135 at 6%.
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-42$11,197,485$585,318$13,936iApproximate average salary by contribution assumption: employee only about $348,404 at 4% or $232,269 at 6%; with 50% employer match about $232,269 at 4% or $154,846 at 6%; with 100% employer match about $174,202 at 4% or $116,135 at 6%.
2020139$9,513,424$604,660$15,504iApproximate average salary by contribution assumption: employee only about $387,603 at 4% or $258,402 at 6%; with 50% employer match about $258,402 at 4% or $172,268 at 6%; with 100% employer match about $193,801 at 4% or $129,201 at 6%.
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-39$9,513,424$604,660$15,504iApproximate average salary by contribution assumption: employee only about $387,603 at 4% or $258,402 at 6%; with 50% employer match about $258,402 at 4% or $172,268 at 6%; with 100% employer match about $193,801 at 4% or $129,201 at 6%.
2019138$10,665,703$533,994$14,052iApproximate average salary by contribution assumption: employee only about $351,312 at 4% or $234,208 at 6%; with 50% employer match about $234,208 at 4% or $156,139 at 6%; with 100% employer match about $175,656 at 4% or $117,104 at 6%.
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-38$10,665,703$533,994$14,052iApproximate average salary by contribution assumption: employee only about $351,312 at 4% or $234,208 at 6%; with 50% employer match about $234,208 at 4% or $156,139 at 6%; with 100% employer match about $175,656 at 4% or $117,104 at 6%.
2018134$11,191,045$573,829$16,877iApproximate average salary by contribution assumption: employee only about $421,933 at 4% or $281,289 at 6%; with 50% employer match about $281,289 at 4% or $187,526 at 6%; with 100% employer match about $210,967 at 4% or $140,644 at 6%.
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-34$11,191,045$573,829$16,877iApproximate average salary by contribution assumption: employee only about $421,933 at 4% or $281,289 at 6%; with 50% employer match about $281,289 at 4% or $187,526 at 6%; with 100% employer match about $210,967 at 4% or $140,644 at 6%.
2017140$11,884,420$522,403$13,060iApproximate average salary by contribution assumption: employee only about $326,502 at 4% or $217,668 at 6%; with 50% employer match about $217,668 at 4% or $145,112 at 6%; with 100% employer match about $163,251 at 4% or $108,834 at 6%.
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-40$11,884,420$522,403$13,060iApproximate average salary by contribution assumption: employee only about $326,502 at 4% or $217,668 at 6%; with 50% employer match about $217,668 at 4% or $145,112 at 6%; with 100% employer match about $163,251 at 4% or $108,834 at 6%.
2016140$9,874,786$585,172$14,629iApproximate average salary by contribution assumption: employee only about $365,733 at 4% or $243,822 at 6%; with 50% employer match about $243,822 at 4% or $162,548 at 6%; with 100% employer match about $182,866 at 4% or $121,911 at 6%.
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-40$9,874,786$585,172$14,629iApproximate average salary by contribution assumption: employee only about $365,733 at 4% or $243,822 at 6%; with 50% employer match about $243,822 at 4% or $162,548 at 6%; with 100% employer match about $182,866 at 4% or $121,911 at 6%.
2015133$8,770,252$464,002$14,061iApproximate average salary by contribution assumption: employee only about $351,517 at 4% or $234,344 at 6%; with 50% employer match about $234,344 at 4% or $156,230 at 6%; with 100% employer match about $175,758 at 4% or $117,172 at 6%.
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-33$8,770,252$464,002$14,061iApproximate average salary by contribution assumption: employee only about $351,517 at 4% or $234,344 at 6%; with 50% employer match about $234,344 at 4% or $156,230 at 6%; with 100% employer match about $175,758 at 4% or $117,172 at 6%.
2014135$8,512,041$438,180$12,519iApproximate average salary by contribution assumption: employee only about $312,986 at 4% or $208,657 at 6%; with 50% employer match about $208,657 at 4% or $139,105 at 6%; with 100% employer match about $156,493 at 4% or $104,329 at 6%.
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-35$8,512,041$438,180$12,519iApproximate average salary by contribution assumption: employee only about $312,986 at 4% or $208,657 at 6%; with 50% employer match about $208,657 at 4% or $139,105 at 6%; with 100% employer match about $156,493 at 4% or $104,329 at 6%.
2013132$7,734,193$416,529$13,017iApproximate average salary by contribution assumption: employee only about $325,413 at 4% or $216,942 at 6%; with 50% employer match about $216,942 at 4% or $144,628 at 6%; with 100% employer match about $162,707 at 4% or $108,471 at 6%.
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-32$7,734,193$416,529$13,017iApproximate average salary by contribution assumption: employee only about $325,413 at 4% or $216,942 at 6%; with 50% employer match about $216,942 at 4% or $144,628 at 6%; with 100% employer match about $162,707 at 4% or $108,471 at 6%.
2012137$6,392,911$406,732$10,993iApproximate average salary by contribution assumption: employee only about $274,819 at 4% or $183,213 at 6%; with 50% employer match about $183,213 at 4% or $122,142 at 6%; with 100% employer match about $137,409 at 4% or $91,606 at 6%.
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-37$6,392,911$406,732$10,993iApproximate average salary by contribution assumption: employee only about $274,819 at 4% or $183,213 at 6%; with 50% employer match about $183,213 at 4% or $122,142 at 6%; with 100% employer match about $137,409 at 4% or $91,606 at 6%.
2011132$5,942,952$396,712$12,397iApproximate average salary by contribution assumption: employee only about $309,931 at 4% or $206,621 at 6%; with 50% employer match about $206,621 at 4% or $137,747 at 6%; with 100% employer match about $154,966 at 4% or $103,310 at 6%.
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-32$5,942,952$396,712$12,397iApproximate average salary by contribution assumption: employee only about $309,931 at 4% or $206,621 at 6%; with 50% employer match about $206,621 at 4% or $137,747 at 6%; with 100% employer match about $154,966 at 4% or $103,310 at 6%.
2010136$5,955,265$405,122$11,253iApproximate average salary by contribution assumption: employee only about $281,335 at 4% or $187,556 at 6%; with 50% employer match about $187,556 at 4% or $125,038 at 6%; with 100% employer match about $140,667 at 4% or $93,778 at 6%.
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-36$5,955,265$405,122$11,253iApproximate average salary by contribution assumption: employee only about $281,335 at 4% or $187,556 at 6%; with 50% employer match about $187,556 at 4% or $125,038 at 6%; with 100% employer match about $140,667 at 4% or $93,778 at 6%.
2009131$5,022,475$399,316$12,881iApproximate average salary by contribution assumption: employee only about $322,029 at 4% or $214,686 at 6%; with 50% employer match about $214,686 at 4% or $143,124 at 6%; with 100% employer match about $161,015 at 4% or $107,343 at 6%.
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-31$5,022,475$399,316$12,881iApproximate average salary by contribution assumption: employee only about $322,029 at 4% or $214,686 at 6%; with 50% employer match about $214,686 at 4% or $143,124 at 6%; with 100% employer match about $161,015 at 4% or $107,343 at 6%.
2008123$4,062,228$404,357$17,581iApproximate average salary by contribution assumption: employee only about $439,518 at 4% or $293,012 at 6%; with 50% employer match about $293,012 at 4% or $195,342 at 6%; with 100% employer match about $219,759 at 4% or $146,506 at 6%.
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-23$4,062,228$404,357$17,581iApproximate average salary by contribution assumption: employee only about $439,518 at 4% or $293,012 at 6%; with 50% employer match about $293,012 at 4% or $195,342 at 6%; with 100% employer match about $219,759 at 4% or $146,506 at 6%.
2007122$0$0-
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-22---
2006119$4,492,154$368,705$19,406iApproximate average salary by contribution assumption: employee only about $485,138 at 4% or $323,425 at 6%; with 50% employer match about $323,425 at 4% or $215,617 at 6%; with 100% employer match about $242,569 at 4% or $161,713 at 6%.
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-19$4,492,154$368,705$19,406iApproximate average salary by contribution assumption: employee only about $485,138 at 4% or $323,425 at 6%; with 50% employer match about $323,425 at 4% or $215,617 at 6%; with 100% employer match about $242,569 at 4% or $161,713 at 6%.
2005120$3,757,362$336,962$16,848iApproximate average salary by contribution assumption: employee only about $421,202 at 4% or $280,802 at 6%; with 50% employer match about $280,802 at 4% or $187,201 at 6%; with 100% employer match about $210,601 at 4% or $140,401 at 6%.
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-20$3,757,362$336,962$16,848iApproximate average salary by contribution assumption: employee only about $421,202 at 4% or $280,802 at 6%; with 50% employer match about $280,802 at 4% or $187,201 at 6%; with 100% employer match about $210,601 at 4% or $140,401 at 6%.
2004121$3,155,833$359,697$17,128iApproximate average salary by contribution assumption: employee only about $428,211 at 4% or $285,474 at 6%; with 50% employer match about $285,474 at 4% or $190,316 at 6%; with 100% employer match about $214,105 at 4% or $142,737 at 6%.
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-21$3,155,833$359,697$17,128iApproximate average salary by contribution assumption: employee only about $428,211 at 4% or $285,474 at 6%; with 50% employer match about $285,474 at 4% or $190,316 at 6%; with 100% employer match about $214,105 at 4% or $142,737 at 6%.
2003119$2,619,745$298,762$15,724iApproximate average salary by contribution assumption: employee only about $393,108 at 4% or $262,072 at 6%; with 50% employer match about $262,072 at 4% or $174,715 at 6%; with 100% employer match about $196,554 at 4% or $131,036 at 6%.
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-19$2,619,745$298,762$15,724iApproximate average salary by contribution assumption: employee only about $393,108 at 4% or $262,072 at 6%; with 50% employer match about $262,072 at 4% or $174,715 at 6%; with 100% employer match about $196,554 at 4% or $131,036 at 6%.
2002121$0$0-
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-21---
2001116$0$0-
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-16---
2000115$1,801,000$195,774$13,052iApproximate average salary by contribution assumption: employee only about $326,290 at 4% or $217,527 at 6%; with 50% employer match about $217,527 at 4% or $145,018 at 6%; with 100% employer match about $163,145 at 4% or $108,763 at 6%.
Mullen, Sondberg, Wimbish & Stone, P.A. 401(K) Profit Sharing Plan-15$1,801,000$195,774$13,052iApproximate average salary by contribution assumption: employee only about $326,290 at 4% or $217,527 at 6%; with 50% employer match about $217,527 at 4% or $145,018 at 6%; with 100% employer match about $163,145 at 4% or $108,763 at 6%.