Civic Intelligence

Baltimore Washington Financial Advisors

Plan context: Bwfa 401(K) Plan

EIN 52-1677425 • Columbia, MD • 22 filings • 6 plans

5950 Symphony Woods RoadSuite 600Columbia, MD 21044
Current Snapshot

Latest Year

2024

2024 Participants

40

2024 Assets

$11,620,918

2024 Contributions

$1,072,268

Historical Graphs

Total Assets Over Time

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

$11,620,918$5,810,459$0201020172024YearValue
$11,620,918Latest year 2024

Participants Over Time

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

41210201020172024YearValue
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
2024240$11,620,918$1,072,268$26,807iApproximate average salary by contribution assumption: employee only about $670,168 at 4% or $446,778 at 6%; with 50% employer match about $446,778 at 4% or $297,852 at 6%; with 100% employer match about $335,084 at 4% or $223,389 at 6%.
Bwfa 401(K) Plan-40$7,676,269$576,834$14,421iApproximate average salary by contribution assumption: employee only about $360,521 at 4% or $240,348 at 6%; with 50% employer match about $240,348 at 4% or $160,232 at 6%; with 100% employer match about $180,261 at 4% or $120,174 at 6%.
Bwfa Cash Balance Plan-21$3,944,649$495,434$23,592iApproximate average salary by contribution assumption: employee only about $589,802 at 4% or $393,202 at 6%; with 50% employer match about $393,202 at 4% or $262,134 at 6%; with 100% employer match about $294,901 at 4% or $196,601 at 6%.
2023241$8,511,726$1,696,806$41,386iApproximate average salary by contribution assumption: employee only about $1,034,638 at 4% or $689,759 at 6%; with 50% employer match about $689,759 at 4% or $459,839 at 6%; with 100% employer match about $517,319 at 4% or $344,879 at 6%.
Bwfa 401(K) Plan-41$5,657,913$580,851$14,167iApproximate average salary by contribution assumption: employee only about $354,177 at 4% or $236,118 at 6%; with 50% employer match about $236,118 at 4% or $157,412 at 6%; with 100% employer match about $177,089 at 4% or $118,059 at 6%.
Bwfa Cash Balance Plan-20$2,853,813$1,115,955$55,798iApproximate average salary by contribution assumption: employee only about $1,394,944 at 4% or $929,963 at 6%; with 50% employer match about $929,963 at 4% or $619,975 at 6%; with 100% employer match about $697,472 at 4% or $464,981 at 6%.
2022238$5,396,091$1,029,226$27,085iApproximate average salary by contribution assumption: employee only about $677,122 at 4% or $451,415 at 6%; with 50% employer match about $451,415 at 4% or $300,943 at 6%; with 100% employer match about $338,561 at 4% or $225,707 at 6%.
Bwfa 401(K) Plan-38$3,976,333$518,326$13,640iApproximate average salary by contribution assumption: employee only about $341,004 at 4% or $227,336 at 6%; with 50% employer match about $227,336 at 4% or $151,557 at 6%; with 100% employer match about $170,502 at 4% or $113,668 at 6%.
Bwfa Cash Balance Plan-19$1,419,758$510,900$26,889iApproximate average salary by contribution assumption: employee only about $672,237 at 4% or $448,158 at 6%; with 50% employer match about $448,158 at 4% or $298,772 at 6%; with 100% employer match about $336,118 at 4% or $224,079 at 6%.
2021233$6,354,662$844,124$25,580iApproximate average salary by contribution assumption: employee only about $639,488 at 4% or $426,325 at 6%; with 50% employer match about $426,325 at 4% or $284,217 at 6%; with 100% employer match about $319,744 at 4% or $213,163 at 6%.
Bwfa 401(K) Plan-33$4,813,499$365,884$11,087iApproximate average salary by contribution assumption: employee only about $277,185 at 4% or $184,790 at 6%; with 50% employer match about $184,790 at 4% or $123,193 at 6%; with 100% employer match about $138,592 at 4% or $92,395 at 6%.
Bwfa Cash Balance Plan-16$1,541,163$478,240$29,890iApproximate average salary by contribution assumption: employee only about $747,250 at 4% or $498,167 at 6%; with 50% employer match about $498,167 at 4% or $332,111 at 6%; with 100% employer match about $373,625 at 4% or $249,083 at 6%.
2020229$4,187,231$596,369$20,564iApproximate average salary by contribution assumption: employee only about $514,111 at 4% or $342,741 at 6%; with 50% employer match about $342,741 at 4% or $228,494 at 6%; with 100% employer match about $257,056 at 4% or $171,370 at 6%.
Bwfa 401(K) Plan-29$2,867,186$330,369$11,392iApproximate average salary by contribution assumption: employee only about $284,801 at 4% or $189,867 at 6%; with 50% employer match about $189,867 at 4% or $126,578 at 6%; with 100% employer match about $142,400 at 4% or $94,934 at 6%.
Bwfa Cash Balance Plan-16$1,320,045$266,000$16,625iApproximate average salary by contribution assumption: employee only about $415,625 at 4% or $277,083 at 6%; with 50% employer match about $277,083 at 4% or $184,722 at 6%; with 100% employer match about $207,813 at 4% or $138,542 at 6%.
2019227$2,491,982$523,172$19,377iApproximate average salary by contribution assumption: employee only about $484,419 at 4% or $322,946 at 6%; with 50% employer match about $322,946 at 4% or $215,297 at 6%; with 100% employer match about $242,209 at 4% or $161,473 at 6%.
Bwfa 401(K) Plan-27$1,963,797$282,172$10,451iApproximate average salary by contribution assumption: employee only about $261,270 at 4% or $174,180 at 6%; with 50% employer match about $174,180 at 4% or $116,120 at 6%; with 100% employer match about $130,635 at 4% or $87,090 at 6%.
Bwfa Cash Balance Plan-9$528,185$241,000$26,778iApproximate average salary by contribution assumption: employee only about $669,444 at 4% or $446,296 at 6%; with 50% employer match about $446,296 at 4% or $297,531 at 6%; with 100% employer match about $334,722 at 4% or $223,148 at 6%.
2018224$1,555,134$390,744$16,281iApproximate average salary by contribution assumption: employee only about $407,025 at 4% or $271,350 at 6%; with 50% employer match about $271,350 at 4% or $180,900 at 6%; with 100% employer match about $203,513 at 4% or $135,675 at 6%.
Bwfa 401(K) Plan-24$1,322,621$158,231$6,593iApproximate average salary by contribution assumption: employee only about $164,824 at 4% or $109,883 at 6%; with 50% employer match about $109,883 at 4% or $73,255 at 6%; with 100% employer match about $82,412 at 4% or $54,941 at 6%.
Bwfa Cash Balance Plan-11$232,513$232,513$21,138iApproximate average salary by contribution assumption: employee only about $528,439 at 4% or $352,292 at 6%; with 50% employer match about $352,292 at 4% or $234,862 at 6%; with 100% employer match about $264,219 at 4% or $176,146 at 6%.
2017122$1,281,499$157,667$7,167iApproximate average salary by contribution assumption: employee only about $179,167 at 4% or $119,445 at 6%; with 50% employer match about $119,445 at 4% or $79,630 at 6%; with 100% employer match about $89,584 at 4% or $59,722 at 6%.
Bwfa 401(K) Plan-22$1,281,499$157,667$7,167iApproximate average salary by contribution assumption: employee only about $179,167 at 4% or $119,445 at 6%; with 50% employer match about $119,445 at 4% or $79,630 at 6%; with 100% employer match about $89,584 at 4% or $59,722 at 6%.
2016121$972,046$169,385$8,066iApproximate average salary by contribution assumption: employee only about $201,649 at 4% or $134,433 at 6%; with 50% employer match about $134,433 at 4% or $89,622 at 6%; with 100% employer match about $100,824 at 4% or $67,216 at 6%.
Bwfa 401(K) Plan-21$972,046$169,385$8,066iApproximate average salary by contribution assumption: employee only about $201,649 at 4% or $134,433 at 6%; with 50% employer match about $134,433 at 4% or $89,622 at 6%; with 100% employer match about $100,824 at 4% or $67,216 at 6%.
2015118$780,692$221,612$12,312iApproximate average salary by contribution assumption: employee only about $307,794 at 4% or $205,196 at 6%; with 50% employer match about $205,196 at 4% or $136,798 at 6%; with 100% employer match about $153,897 at 4% or $102,598 at 6%.
Bwfa 401(K) Plan-18$780,692$221,612$12,312iApproximate average salary by contribution assumption: employee only about $307,794 at 4% or $205,196 at 6%; with 50% employer match about $205,196 at 4% or $136,798 at 6%; with 100% employer match about $153,897 at 4% or $102,598 at 6%.
2014117$1,050,059$206,920$12,172iApproximate average salary by contribution assumption: employee only about $304,294 at 4% or $202,863 at 6%; with 50% employer match about $202,863 at 4% or $135,242 at 6%; with 100% employer match about $152,147 at 4% or $101,431 at 6%.
Bwfa 401(K) Plan-17$1,050,059$206,920$12,172iApproximate average salary by contribution assumption: employee only about $304,294 at 4% or $202,863 at 6%; with 50% employer match about $202,863 at 4% or $135,242 at 6%; with 100% employer match about $152,147 at 4% or $101,431 at 6%.
2013112$1,016,081$109,488$9,124iApproximate average salary by contribution assumption: employee only about $228,100 at 4% or $152,067 at 6%; with 50% employer match about $152,067 at 4% or $101,378 at 6%; with 100% employer match about $114,050 at 4% or $76,033 at 6%.
Bwfa 401(K) Plan-12$1,016,081$109,488$9,124iApproximate average salary by contribution assumption: employee only about $228,100 at 4% or $152,067 at 6%; with 50% employer match about $152,067 at 4% or $101,378 at 6%; with 100% employer match about $114,050 at 4% or $76,033 at 6%.
2012110$699,440$137,365$13,737iApproximate average salary by contribution assumption: employee only about $343,413 at 4% or $228,942 at 6%; with 50% employer match about $228,942 at 4% or $152,628 at 6%; with 100% employer match about $171,706 at 4% or $114,471 at 6%.
Bwfa 401(K) Plan-10$699,440$137,365$13,737iApproximate average salary by contribution assumption: employee only about $343,413 at 4% or $228,942 at 6%; with 50% employer match about $228,942 at 4% or $152,628 at 6%; with 100% employer match about $171,706 at 4% or $114,471 at 6%.
2011112$510,915$82,018$6,835iApproximate average salary by contribution assumption: employee only about $170,871 at 4% or $113,914 at 6%; with 50% employer match about $113,914 at 4% or $75,943 at 6%; with 100% employer match about $85,435 at 4% or $56,957 at 6%.
Bwfa 401(K) Plan-12$510,915$82,018$6,835iApproximate average salary by contribution assumption: employee only about $170,871 at 4% or $113,914 at 6%; with 50% employer match about $113,914 at 4% or $75,943 at 6%; with 100% employer match about $85,435 at 4% or $56,957 at 6%.
201018$96,798$109,553$13,694iApproximate average salary by contribution assumption: employee only about $342,353 at 4% or $228,235 at 6%; with 50% employer match about $228,235 at 4% or $152,157 at 6%; with 100% employer match about $171,177 at 4% or $114,118 at 6%.
Bwfa 401(K) Plan-8$96,798$109,553$13,694iApproximate average salary by contribution assumption: employee only about $342,353 at 4% or $228,235 at 6%; with 50% employer match about $228,235 at 4% or $152,157 at 6%; with 100% employer match about $171,177 at 4% or $114,118 at 6%.