Civic Intelligence

Financial Services Advisory Inc.

Plan context: Financial Services Advisory Inc. 401K Plan

EIN 52-1237957 • Rockville, MD • 13 filings • 1 plans

1 Church St. Suite 901Rockville, MD 20850
Current Snapshot

Latest Year

2025

2025 Participants

17

2025 Assets

$6,119,171

2025 Contributions

$404,661

Historical Graphs

Total Assets Over Time

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

$6,119,171$3,059,586$0201320192025YearValue
$6,119,171Latest year 2025

Participants Over Time

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

1890201320192025YearValue
17Latest 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
2025117$6,119,171$404,661$23,804iApproximate average salary by contribution assumption: employee only about $595,090 at 4% or $396,726 at 6%; with 50% employer match about $396,726 at 4% or $264,484 at 6%; with 100% employer match about $297,545 at 4% or $198,363 at 6%.
Financial Services Advisory Inc. 401K Plan-17$6,119,171$404,661$23,804iApproximate average salary by contribution assumption: employee only about $595,090 at 4% or $396,726 at 6%; with 50% employer match about $396,726 at 4% or $264,484 at 6%; with 100% employer match about $297,545 at 4% or $198,363 at 6%.
2024117$4,928,868$400,467$23,557iApproximate average salary by contribution assumption: employee only about $588,922 at 4% or $392,615 at 6%; with 50% employer match about $392,615 at 4% or $261,743 at 6%; with 100% employer match about $294,461 at 4% or $196,307 at 6%.
Financial Services Advisory Inc. 401K Plan-17$4,928,868$400,467$23,557iApproximate average salary by contribution assumption: employee only about $588,922 at 4% or $392,615 at 6%; with 50% employer match about $392,615 at 4% or $261,743 at 6%; with 100% employer match about $294,461 at 4% or $196,307 at 6%.
2023118$3,874,979$326,846$18,158iApproximate average salary by contribution assumption: employee only about $453,953 at 4% or $302,635 at 6%; with 50% employer match about $302,635 at 4% or $201,757 at 6%; with 100% employer match about $226,976 at 4% or $151,318 at 6%.
Financial Services Advisory Inc. 401K Plan-18$3,874,979$326,846$18,158iApproximate average salary by contribution assumption: employee only about $453,953 at 4% or $302,635 at 6%; with 50% employer match about $302,635 at 4% or $201,757 at 6%; with 100% employer match about $226,976 at 4% or $151,318 at 6%.
2022117$3,007,953$314,915$18,524iApproximate average salary by contribution assumption: employee only about $463,110 at 4% or $308,740 at 6%; with 50% employer match about $308,740 at 4% or $205,827 at 6%; with 100% employer match about $231,555 at 4% or $154,370 at 6%.
Financial Services Advisory Inc. 401K Plan-17$3,007,953$314,915$18,524iApproximate average salary by contribution assumption: employee only about $463,110 at 4% or $308,740 at 6%; with 50% employer match about $308,740 at 4% or $205,827 at 6%; with 100% employer match about $231,555 at 4% or $154,370 at 6%.
2021116$3,702,385$288,478$18,030iApproximate average salary by contribution assumption: employee only about $450,747 at 4% or $300,498 at 6%; with 50% employer match about $300,498 at 4% or $200,332 at 6%; with 100% employer match about $225,373 at 4% or $150,249 at 6%.
Financial Services Advisory Inc. 401K Plan-16$3,702,385$288,478$18,030iApproximate average salary by contribution assumption: employee only about $450,747 at 4% or $300,498 at 6%; with 50% employer match about $300,498 at 4% or $200,332 at 6%; with 100% employer match about $225,373 at 4% or $150,249 at 6%.
2020118$3,238,645$279,389$15,522iApproximate average salary by contribution assumption: employee only about $388,040 at 4% or $258,694 at 6%; with 50% employer match about $258,694 at 4% or $172,462 at 6%; with 100% employer match about $194,020 at 4% or $129,347 at 6%.
Financial Services Advisory Inc. 401K Plan-18$3,238,645$279,389$15,522iApproximate average salary by contribution assumption: employee only about $388,040 at 4% or $258,694 at 6%; with 50% employer match about $258,694 at 4% or $172,462 at 6%; with 100% employer match about $194,020 at 4% or $129,347 at 6%.
2019115$2,610,091$284,390$18,959iApproximate average salary by contribution assumption: employee only about $473,983 at 4% or $315,989 at 6%; with 50% employer match about $315,989 at 4% or $210,659 at 6%; with 100% employer match about $236,992 at 4% or $157,994 at 6%.
Financial Services Advisory Inc. 401K Plan-15$2,610,091$284,390$18,959iApproximate average salary by contribution assumption: employee only about $473,983 at 4% or $315,989 at 6%; with 50% employer match about $315,989 at 4% or $210,659 at 6%; with 100% employer match about $236,992 at 4% or $157,994 at 6%.
2018115$2,198,001$329,591$21,973iApproximate average salary by contribution assumption: employee only about $549,318 at 4% or $366,212 at 6%; with 50% employer match about $366,212 at 4% or $244,141 at 6%; with 100% employer match about $274,659 at 4% or $183,106 at 6%.
Financial Services Advisory Inc. 401K Plan-15$2,198,001$329,591$21,973iApproximate average salary by contribution assumption: employee only about $549,318 at 4% or $366,212 at 6%; with 50% employer match about $366,212 at 4% or $244,141 at 6%; with 100% employer match about $274,659 at 4% or $183,106 at 6%.
2017115$1,906,662$698,246$46,550iApproximate average salary by contribution assumption: employee only about $1,163,743 at 4% or $775,829 at 6%; with 50% employer match about $775,829 at 4% or $517,219 at 6%; with 100% employer match about $581,872 at 4% or $387,914 at 6%.
Financial Services Advisory Inc. 401K Plan-15$1,906,662$698,246$46,550iApproximate average salary by contribution assumption: employee only about $1,163,743 at 4% or $775,829 at 6%; with 50% employer match about $775,829 at 4% or $517,219 at 6%; with 100% employer match about $581,872 at 4% or $387,914 at 6%.
2016117$1,198,290$296,860$17,462iApproximate average salary by contribution assumption: employee only about $436,559 at 4% or $291,039 at 6%; with 50% employer match about $291,039 at 4% or $194,026 at 6%; with 100% employer match about $218,279 at 4% or $145,520 at 6%.
Financial Services Advisory Inc. 401K Plan-17$1,198,290$296,860$17,462iApproximate average salary by contribution assumption: employee only about $436,559 at 4% or $291,039 at 6%; with 50% employer match about $291,039 at 4% or $194,026 at 6%; with 100% employer match about $218,279 at 4% or $145,520 at 6%.
2015118$929,420$460,689$25,594iApproximate average salary by contribution assumption: employee only about $639,846 at 4% or $426,564 at 6%; with 50% employer match about $426,564 at 4% or $284,376 at 6%; with 100% employer match about $319,923 at 4% or $213,282 at 6%.
Financial Services Advisory Inc. 401K Plan-18$929,420$460,689$25,594iApproximate average salary by contribution assumption: employee only about $639,846 at 4% or $426,564 at 6%; with 50% employer match about $426,564 at 4% or $284,376 at 6%; with 100% employer match about $319,923 at 4% or $213,282 at 6%.
2014115$454,133$350,743$23,383iApproximate average salary by contribution assumption: employee only about $584,572 at 4% or $389,714 at 6%; with 50% employer match about $389,714 at 4% or $259,810 at 6%; with 100% employer match about $292,286 at 4% or $194,857 at 6%.
Financial Services Advisory Inc. 401K Plan-15$454,133$350,743$23,383iApproximate average salary by contribution assumption: employee only about $584,572 at 4% or $389,714 at 6%; with 50% employer match about $389,714 at 4% or $259,810 at 6%; with 100% employer match about $292,286 at 4% or $194,857 at 6%.
2013112$98,206$99,249$8,271iApproximate average salary by contribution assumption: employee only about $206,769 at 4% or $137,846 at 6%; with 50% employer match about $137,846 at 4% or $91,897 at 6%; with 100% employer match about $103,384 at 4% or $68,923 at 6%.
Financial Services Advisory Inc. 401K Plan-12$98,206$99,249$8,271iApproximate average salary by contribution assumption: employee only about $206,769 at 4% or $137,846 at 6%; with 50% employer match about $137,846 at 4% or $91,897 at 6%; with 100% employer match about $103,384 at 4% or $68,923 at 6%.