Civic Intelligence

Trumbower Financial Advisors, LLC

Plan context: Trumbower Financial Advisors LLC Employee Savings Plan

EIN 52-1972696 • Bethesda, MD • 32 filings • 8 plans

3 Bethesda Metro Center Suite 340Bethesda, MD 20814
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$8,117,730

2024 Contributions

$836,554

Historical Graphs

Total Assets Over Time

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

$8,117,730$4,058,865$0200120132024YearValue
$8,117,730Latest year 2024

Participants Over Time

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

1160200020122024YearValue
11Latest 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
2024111$8,117,730$836,554$76,050iApproximate average salary by contribution assumption: employee only about $1,901,259 at 4% or $1,267,506 at 6%; with 50% employer match about $1,267,506 at 4% or $845,004 at 6%; with 100% employer match about $950,630 at 4% or $633,753 at 6%.
Trumbower Financial Advisors LLC Employee Savings Plan-11$8,117,730$836,554$76,050iApproximate average salary by contribution assumption: employee only about $1,901,259 at 4% or $1,267,506 at 6%; with 50% employer match about $1,267,506 at 4% or $845,004 at 6%; with 100% employer match about $950,630 at 4% or $633,753 at 6%.
2023110$6,723,786$748,459$74,846iApproximate average salary by contribution assumption: employee only about $1,871,147 at 4% or $1,247,432 at 6%; with 50% employer match about $1,247,432 at 4% or $831,621 at 6%; with 100% employer match about $935,574 at 4% or $623,716 at 6%.
Trumbower Financial Advisors LLC Employee Savings Plan-10$6,723,786$748,459$74,846iApproximate average salary by contribution assumption: employee only about $1,871,147 at 4% or $1,247,432 at 6%; with 50% employer match about $1,247,432 at 4% or $831,621 at 6%; with 100% employer match about $935,574 at 4% or $623,716 at 6%.
2022111$5,264,174$713,286$64,844iApproximate average salary by contribution assumption: employee only about $1,621,105 at 4% or $1,080,736 at 6%; with 50% employer match about $1,080,736 at 4% or $720,491 at 6%; with 100% employer match about $810,552 at 4% or $540,368 at 6%.
Trumbower Financial Advisors LLC Employee Savings Plan-11$5,264,174$713,286$64,844iApproximate average salary by contribution assumption: employee only about $1,621,105 at 4% or $1,080,736 at 6%; with 50% employer match about $1,080,736 at 4% or $720,491 at 6%; with 100% employer match about $810,552 at 4% or $540,368 at 6%.
2021111$5,959,186$639,369$58,124iApproximate average salary by contribution assumption: employee only about $1,453,111 at 4% or $968,741 at 6%; with 50% employer match about $968,741 at 4% or $645,827 at 6%; with 100% employer match about $726,556 at 4% or $484,370 at 6%.
Trumbower Financial Advisors LLC Employee Savings Plan-11$5,959,186$639,369$58,124iApproximate average salary by contribution assumption: employee only about $1,453,111 at 4% or $968,741 at 6%; with 50% employer match about $968,741 at 4% or $645,827 at 6%; with 100% employer match about $726,556 at 4% or $484,370 at 6%.
202019$4,955,826$563,576$62,620iApproximate average salary by contribution assumption: employee only about $1,565,489 at 4% or $1,043,659 at 6%; with 50% employer match about $1,043,659 at 4% or $695,773 at 6%; with 100% employer match about $782,744 at 4% or $521,830 at 6%.
Trumbower Financial Advisors LLC Employee Savings Plan-9$4,955,826$563,576$62,620iApproximate average salary by contribution assumption: employee only about $1,565,489 at 4% or $1,043,659 at 6%; with 50% employer match about $1,043,659 at 4% or $695,773 at 6%; with 100% employer match about $782,744 at 4% or $521,830 at 6%.
2019110$4,955,601$603,265$60,327iApproximate average salary by contribution assumption: employee only about $1,508,163 at 4% or $1,005,442 at 6%; with 50% employer match about $1,005,442 at 4% or $670,294 at 6%; with 100% employer match about $754,081 at 4% or $502,721 at 6%.
Trumbower Financial Advisors LLC Employee Savings Plan-10$4,955,601$603,265$60,327iApproximate average salary by contribution assumption: employee only about $1,508,163 at 4% or $1,005,442 at 6%; with 50% employer match about $1,005,442 at 4% or $670,294 at 6%; with 100% employer match about $754,081 at 4% or $502,721 at 6%.
2018110$3,739,848$540,746$54,075iApproximate average salary by contribution assumption: employee only about $1,351,865 at 4% or $901,243 at 6%; with 50% employer match about $901,243 at 4% or $600,829 at 6%; with 100% employer match about $675,933 at 4% or $450,622 at 6%.
Trumbower Financial Advisors LLC Employee Savings Plan-10$3,739,848$540,746$54,075iApproximate average salary by contribution assumption: employee only about $1,351,865 at 4% or $901,243 at 6%; with 50% employer match about $901,243 at 4% or $600,829 at 6%; with 100% employer match about $675,933 at 4% or $450,622 at 6%.
2017110$3,751,866$551,191$55,119iApproximate average salary by contribution assumption: employee only about $1,377,978 at 4% or $918,652 at 6%; with 50% employer match about $918,652 at 4% or $612,434 at 6%; with 100% employer match about $688,989 at 4% or $459,326 at 6%.
Trumbower Financial Advisors LLC Employee Savings Plan-10$3,751,866$551,191$55,119iApproximate average salary by contribution assumption: employee only about $1,377,978 at 4% or $918,652 at 6%; with 50% employer match about $918,652 at 4% or $612,434 at 6%; with 100% employer match about $688,989 at 4% or $459,326 at 6%.
2016111$2,940,808$515,987$46,908iApproximate average salary by contribution assumption: employee only about $1,172,698 at 4% or $781,798 at 6%; with 50% employer match about $781,798 at 4% or $521,199 at 6%; with 100% employer match about $586,349 at 4% or $390,899 at 6%.
Trumbower Financial Advisors LLC Employee Savings Plan-11$2,940,808$515,987$46,908iApproximate average salary by contribution assumption: employee only about $1,172,698 at 4% or $781,798 at 6%; with 50% employer match about $781,798 at 4% or $521,199 at 6%; with 100% employer match about $586,349 at 4% or $390,899 at 6%.
201518$2,351,456$282,377$35,297iApproximate average salary by contribution assumption: employee only about $882,428 at 4% or $588,285 at 6%; with 50% employer match about $588,285 at 4% or $392,190 at 6%; with 100% employer match about $441,214 at 4% or $294,143 at 6%.
Trumbower Financial Advisors LLC Employee Savings Plan-8$2,351,456$282,377$35,297iApproximate average salary by contribution assumption: employee only about $882,428 at 4% or $588,285 at 6%; with 50% employer match about $588,285 at 4% or $392,190 at 6%; with 100% employer match about $441,214 at 4% or $294,143 at 6%.
201419$2,182,256$266,705$29,634iApproximate average salary by contribution assumption: employee only about $740,847 at 4% or $493,898 at 6%; with 50% employer match about $493,898 at 4% or $329,265 at 6%; with 100% employer match about $370,424 at 4% or $246,949 at 6%.
Trumbower Financial Advisors LLC Employee Savings Plan-9$2,182,256$266,705$29,634iApproximate average salary by contribution assumption: employee only about $740,847 at 4% or $493,898 at 6%; with 50% employer match about $493,898 at 4% or $329,265 at 6%; with 100% employer match about $370,424 at 4% or $246,949 at 6%.
201319$1,883,247$379,979$42,220iApproximate average salary by contribution assumption: employee only about $1,055,497 at 4% or $703,665 at 6%; with 50% employer match about $703,665 at 4% or $469,110 at 6%; with 100% employer match about $527,749 at 4% or $351,832 at 6%.
Trumbower Financial Advisors LLC Employee Savings Plan-9$1,883,247$379,979$42,220iApproximate average salary by contribution assumption: employee only about $1,055,497 at 4% or $703,665 at 6%; with 50% employer match about $703,665 at 4% or $469,110 at 6%; with 100% employer match about $527,749 at 4% or $351,832 at 6%.
201219$1,603,112$281,205$31,245iApproximate average salary by contribution assumption: employee only about $781,125 at 4% or $520,750 at 6%; with 50% employer match about $520,750 at 4% or $347,167 at 6%; with 100% employer match about $390,563 at 4% or $260,375 at 6%.
Trumbower Financial Advisors LLC Employee Savings Plan-9$1,603,112$281,205$31,245iApproximate average salary by contribution assumption: employee only about $781,125 at 4% or $520,750 at 6%; with 50% employer match about $520,750 at 4% or $347,167 at 6%; with 100% employer match about $390,563 at 4% or $260,375 at 6%.
201115$1,256,599$150,794$30,159iApproximate average salary by contribution assumption: employee only about $753,970 at 4% or $502,647 at 6%; with 50% employer match about $502,647 at 4% or $335,098 at 6%; with 100% employer match about $376,985 at 4% or $251,323 at 6%.
Trumbower Financial Advisors LLC Employee Savings Plan-5$1,256,599$150,794$30,159iApproximate average salary by contribution assumption: employee only about $753,970 at 4% or $502,647 at 6%; with 50% employer match about $502,647 at 4% or $335,098 at 6%; with 100% employer match about $376,985 at 4% or $251,323 at 6%.
201016$1,175,257$159,824$26,637iApproximate average salary by contribution assumption: employee only about $665,933 at 4% or $443,956 at 6%; with 50% employer match about $443,956 at 4% or $295,970 at 6%; with 100% employer match about $332,967 at 4% or $221,978 at 6%.
Trumbower Financial Advisors LLC Employee Savings Plan-6$1,175,257$159,824$26,637iApproximate average salary by contribution assumption: employee only about $665,933 at 4% or $443,956 at 6%; with 50% employer match about $443,956 at 4% or $295,970 at 6%; with 100% employer match about $332,967 at 4% or $221,978 at 6%.
200916$900,179$145,370$24,228iApproximate average salary by contribution assumption: employee only about $605,708 at 4% or $403,806 at 6%; with 50% employer match about $403,806 at 4% or $269,204 at 6%; with 100% employer match about $302,854 at 4% or $201,903 at 6%.
Trumbower Financial Advisors LLC Employee Savings Plan-6$900,179$145,370$24,228iApproximate average salary by contribution assumption: employee only about $605,708 at 4% or $403,806 at 6%; with 50% employer match about $403,806 at 4% or $269,204 at 6%; with 100% employer match about $302,854 at 4% or $201,903 at 6%.
200817$566,686$148,124$21,161iApproximate average salary by contribution assumption: employee only about $529,014 at 4% or $352,676 at 6%; with 50% employer match about $352,676 at 4% or $235,117 at 6%; with 100% employer match about $264,507 at 4% or $176,338 at 6%.
Trumbower Financial Advisors LLC Employee Savings Plan-7$566,686$148,124$21,161iApproximate average salary by contribution assumption: employee only about $529,014 at 4% or $352,676 at 6%; with 50% employer match about $352,676 at 4% or $235,117 at 6%; with 100% employer match about $264,507 at 4% or $176,338 at 6%.
200716$0$0-
Trumbower Financial Advisors LLC Employee Savings Plan-6---
200615$678,161$116,324$23,265iApproximate average salary by contribution assumption: employee only about $581,620 at 4% or $387,747 at 6%; with 50% employer match about $387,747 at 4% or $258,498 at 6%; with 100% employer match about $290,810 at 4% or $193,873 at 6%.
Trumbower Financial Advisors LLC Employee Savings Plan-5$678,161$116,324$23,265iApproximate average salary by contribution assumption: employee only about $581,620 at 4% or $387,747 at 6%; with 50% employer match about $387,747 at 4% or $258,498 at 6%; with 100% employer match about $290,810 at 4% or $193,873 at 6%.
200535$486,755$339,805$67,961iApproximate average salary by contribution assumption: employee only about $1,699,025 at 4% or $1,132,683 at 6%; with 50% employer match about $1,132,683 at 4% or $755,122 at 6%; with 100% employer match about $849,513 at 4% or $566,342 at 6%.
Trumbower Financial Advisors LLC Employee Savings Plan-5$486,755$253,410$50,682iApproximate average salary by contribution assumption: employee only about $1,267,050 at 4% or $844,700 at 6%; with 50% employer match about $844,700 at 4% or $563,133 at 6%; with 100% employer match about $633,525 at 4% or $422,350 at 6%.
TRUMBOWER FINANCIAL ADVISORS, LLC PROFIT SHARING PLAN-0-$53,602-
TRUMBOWER FINANCIAL ADVISORS, LLC MONEY PURCHASE PENSION PLAN-0-$32,793-
200425$347,077$74,640$14,928iApproximate average salary by contribution assumption: employee only about $373,200 at 4% or $248,800 at 6%; with 50% employer match about $248,800 at 4% or $165,867 at 6%; with 100% employer match about $186,600 at 4% or $124,400 at 6%.
TRUMBOWER FINANCIAL ADVISORS, LLC PROFIT SHARING PLAN-5$178,365$46,313$9,263iApproximate average salary by contribution assumption: employee only about $231,565 at 4% or $154,377 at 6%; with 50% employer match about $154,377 at 4% or $102,918 at 6%; with 100% employer match about $115,783 at 4% or $77,188 at 6%.
TRUMBOWER FINANCIAL ADVISORS, LLC MONEY PURCHASE PENSION PLAN-5$168,712$28,327$5,665iApproximate average salary by contribution assumption: employee only about $141,635 at 4% or $94,423 at 6%; with 50% employer match about $94,423 at 4% or $62,949 at 6%; with 100% employer match about $70,818 at 4% or $47,212 at 6%.
200325$253,941$74,502$14,900iApproximate average salary by contribution assumption: employee only about $372,510 at 4% or $248,340 at 6%; with 50% employer match about $248,340 at 4% or $165,560 at 6%; with 100% employer match about $186,255 at 4% or $124,170 at 6%.
TRUMBOWER FINANCIAL ADVISORS, LLC PROFIT SHARING PLAN-5$134,771$45,184$9,037iApproximate average salary by contribution assumption: employee only about $225,920 at 4% or $150,613 at 6%; with 50% employer match about $150,613 at 4% or $100,409 at 6%; with 100% employer match about $112,960 at 4% or $75,307 at 6%.
TRUMBOWER FINANCIAL ADVISORS, LLC MONEY PURCHASE PENSION PLAN-5$119,170$29,318$5,864iApproximate average salary by contribution assumption: employee only about $146,590 at 4% or $97,727 at 6%; with 50% employer match about $97,727 at 4% or $65,151 at 6%; with 100% employer match about $73,295 at 4% or $48,863 at 6%.
200224$133,842$59,674$14,919iApproximate average salary by contribution assumption: employee only about $372,963 at 4% or $248,642 at 6%; with 50% employer match about $248,642 at 4% or $165,761 at 6%; with 100% employer match about $186,481 at 4% or $124,321 at 6%.
TRUMBOWER FINANCIAL ADVISORS, LLC PROFIT SHARING PLAN-4$68,362$20,240$5,060iApproximate average salary by contribution assumption: employee only about $126,500 at 4% or $84,333 at 6%; with 50% employer match about $84,333 at 4% or $56,222 at 6%; with 100% employer match about $63,250 at 4% or $42,167 at 6%.
TRUMBOWER FINANCIAL ADVISORS, LLC MONEY PURCHASE PENSION PLAN-4$65,480$39,434$9,859iApproximate average salary by contribution assumption: employee only about $246,463 at 4% or $164,308 at 6%; with 50% employer match about $164,308 at 4% or $109,539 at 6%; with 100% employer match about $123,231 at 4% or $82,154 at 6%.
200124$100,512$37,432$9,358iApproximate average salary by contribution assumption: employee only about $233,950 at 4% or $155,967 at 6%; with 50% employer match about $155,967 at 4% or $103,978 at 6%; with 100% employer match about $116,975 at 4% or $77,983 at 6%.
TRUMBOWER FINANCIAL ADVISORS, LLC PROFIT SHARING PLAN-4$63,729$22,456$5,614iApproximate average salary by contribution assumption: employee only about $140,350 at 4% or $93,567 at 6%; with 50% employer match about $93,567 at 4% or $62,378 at 6%; with 100% employer match about $70,175 at 4% or $46,783 at 6%.
TRUMBOWER FINANCIAL ADVISORS, LLC MONEY PURCHASE PLAN-4$36,783$14,976$3,744iApproximate average salary by contribution assumption: employee only about $93,600 at 4% or $62,400 at 6%; with 50% employer match about $62,400 at 4% or $41,600 at 6%; with 100% employer match about $46,800 at 4% or $31,200 at 6%.
200025$0$0-
TRUMBOWER FINANCIAL ADVISORS, LLC MONEY PURCHASE PLAN-5---
TRUMBOWER FINANCIAL ADVISORS, LLC PROFIT SHARING PLAN-5---