Conrad & Associates LLC
Plan context: Conrad & Associates LLC Savings Plan
EIN 52-2243432 • Potomac, MD • 32 filings • 4 plans
Current Snapshot
Latest Year
2019
2019 Participants
2
2019 Assets
$136,160
2019 Contributions
$290
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 2 | $136,160 | $290 | $145iApproximate average salary by contribution assumption: employee only about $3,625 at 4% or $2,417 at 6%; with 50% employer match about $2,417 at 4% or $1,611 at 6%; with 100% employer match about $1,813 at 4% or $1,208 at 6%. |
| Conrad & Associates LLC Savings Plan | - | 2 | $136,160 | $290 | $145iApproximate average salary by contribution assumption: employee only about $3,625 at 4% or $2,417 at 6%; with 50% employer match about $2,417 at 4% or $1,611 at 6%; with 100% employer match about $1,813 at 4% or $1,208 at 6%. |
| 2018 | 1 | 3 | $135,636 | $1,599 | $533iApproximate average salary by contribution assumption: employee only about $13,325 at 4% or $8,883 at 6%; with 50% employer match about $8,883 at 4% or $5,922 at 6%; with 100% employer match about $6,663 at 4% or $4,442 at 6%. |
| Conrad & Associates LLC Savings Plan | - | 3 | $135,636 | $1,599 | $533iApproximate average salary by contribution assumption: employee only about $13,325 at 4% or $8,883 at 6%; with 50% employer match about $8,883 at 4% or $5,922 at 6%; with 100% employer match about $6,663 at 4% or $4,442 at 6%. |
| 2017 | 1 | 3 | $148,965 | $11,224 | $3,741iApproximate average salary by contribution assumption: employee only about $93,533 at 4% or $62,356 at 6%; with 50% employer match about $62,356 at 4% or $41,570 at 6%; with 100% employer match about $46,767 at 4% or $31,178 at 6%. |
| Conrad & Associates LLC Savings Plan | - | 3 | $148,965 | $11,224 | $3,741iApproximate average salary by contribution assumption: employee only about $93,533 at 4% or $62,356 at 6%; with 50% employer match about $62,356 at 4% or $41,570 at 6%; with 100% employer match about $46,767 at 4% or $31,178 at 6%. |
| 2016 | 2 | 3 | $181,962 | $12,833 | $4,278iApproximate average salary by contribution assumption: employee only about $106,942 at 4% or $71,294 at 6%; with 50% employer match about $71,294 at 4% or $47,530 at 6%; with 100% employer match about $53,471 at 4% or $35,647 at 6%. |
| Conrad & Associates LLC Savings Plan | - | 3 | $181,962 | $12,833 | $4,278iApproximate average salary by contribution assumption: employee only about $106,942 at 4% or $71,294 at 6%; with 50% employer match about $71,294 at 4% or $47,530 at 6%; with 100% employer match about $53,471 at 4% or $35,647 at 6%. |
| Conrad & Associates LLC DC Pension Plan | - | 0 | $0 | $0 | - |
| 2015 | 2 | 4 | $165,250 | $13,116 | $3,279iApproximate average salary by contribution assumption: employee only about $81,975 at 4% or $54,650 at 6%; with 50% employer match about $54,650 at 4% or $36,433 at 6%; with 100% employer match about $40,988 at 4% or $27,325 at 6%. |
| Conrad & Associates LLC Savings Plan | - | 4 | $162,480 | $13,116 | $3,279iApproximate average salary by contribution assumption: employee only about $81,975 at 4% or $54,650 at 6%; with 50% employer match about $54,650 at 4% or $36,433 at 6%; with 100% employer match about $40,988 at 4% or $27,325 at 6%. |
| Conrad & Associates LLC DC Pension Plan | - | 1 | $2,770 | $0 | - |
| 2014 | 2 | 4 | $150,992 | $8,069 | $2,017iApproximate average salary by contribution assumption: employee only about $50,431 at 4% or $33,621 at 6%; with 50% employer match about $33,621 at 4% or $22,414 at 6%; with 100% employer match about $25,216 at 4% or $16,810 at 6%. |
| Conrad & Associates LLC Savings Plan | - | 4 | $148,072 | $8,069 | $2,017iApproximate average salary by contribution assumption: employee only about $50,431 at 4% or $33,621 at 6%; with 50% employer match about $33,621 at 4% or $22,414 at 6%; with 100% employer match about $25,216 at 4% or $16,810 at 6%. |
| Conrad & Associates LLC DC Pension Plan | - | 1 | $2,920 | $0 | - |
| 2013 | 2 | 4 | $142,620 | $140,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| Conrad & Associates LLC Savings Plan | - | 4 | $140,000 | $140,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| Conrad & Associates LLC DC Pension Plan | - | 1 | $2,620 | $0 | - |
| 2012 | 1 | 1 | $2,770 | $0 | - |
| Conrad & Associates LLC DC Pension Plan | - | 1 | $2,770 | $0 | - |
| 2011 | 1 | 1 | $2,920 | $0 | - |
| Conrad & Associates LLC DC Pension Plan | - | 1 | $2,920 | $0 | - |
| 2010 | 3 | 1 | $3,070 | $6,140 | $6,140iApproximate average salary by contribution assumption: employee only about $153,500 at 4% or $102,333 at 6%; with 50% employer match about $102,333 at 4% or $68,222 at 6%; with 100% employer match about $76,750 at 4% or $51,167 at 6%. |
| Conrad & Associates LLC DC Pension Plan | - | 1 | $3,070 | $6,140 | $6,140iApproximate average salary by contribution assumption: employee only about $153,500 at 4% or $102,333 at 6%; with 50% employer match about $102,333 at 4% or $68,222 at 6%; with 100% employer match about $76,750 at 4% or $51,167 at 6%. |
| Conrad & Associates LLC Savings Plan | - | 0 | $0 | $0 | - |
| CONRAD & ASSOCIATES, LLC PENSION PLAN | - | 0 | $0 | $0 | - |
| 2009 | 2 | 4 | $204,761 | $0 | - |
| CONRAD & ASSOCIATES, LLC PENSION PLAN | - | 2 | $199,312 | $0 | - |
| Conrad & Associates LLC Savings Plan | - | 4 | $5,449 | $0 | - |
| 2008 | 2 | 4 | $883,212 | $35,000 | $8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%. |
| CONRAD & ASSOCIATES, LLC PENSION PLAN | - | 3 | $641,840 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Conrad & Associates LLC Savings Plan | - | 4 | $241,372 | - | - |
| 2007 | 2 | 4 | $0 | $0 | - |
| CONRAD & ASSOCIATES, LLC PENSION PLAN | - | 3 | - | - | - |
| Conrad & Associates LLC Savings Plan | - | 4 | - | - | - |
| 2006 | 2 | 4 | $873,795 | $179,819 | $44,955iApproximate average salary by contribution assumption: employee only about $1,123,869 at 4% or $749,246 at 6%; with 50% employer match about $749,246 at 4% or $499,497 at 6%; with 100% employer match about $561,934 at 4% or $374,623 at 6%. |
| CONRAD & ASSOCIATES, LLC PENSION PLAN | - | 3 | $530,666 | $179,819 | $59,940iApproximate average salary by contribution assumption: employee only about $1,498,492 at 4% or $998,994 at 6%; with 50% employer match about $998,994 at 4% or $665,996 at 6%; with 100% employer match about $749,246 at 4% or $499,497 at 6%. |
| Conrad & Associates LLC Savings Plan | - | 4 | $343,129 | - | - |
| 2005 | 2 | 4 | $868,032 | $184,294 | $46,074iApproximate average salary by contribution assumption: employee only about $1,151,838 at 4% or $767,892 at 6%; with 50% employer match about $767,892 at 4% or $511,928 at 6%; with 100% employer match about $575,919 at 4% or $383,946 at 6%. |
| Conrad & Associates LLC Savings Plan | - | 4 | $556,465 | - | - |
| CONRAD & ASSOCIATES, LLC PENSION PLAN | - | 3 | $311,567 | $184,294 | $61,431iApproximate average salary by contribution assumption: employee only about $1,535,783 at 4% or $1,023,856 at 6%; with 50% employer match about $1,023,856 at 4% or $682,570 at 6%; with 100% employer match about $767,892 at 4% or $511,928 at 6%. |
| 2004 | 2 | 4 | $645,136 | $119,982 | $29,996iApproximate average salary by contribution assumption: employee only about $749,888 at 4% or $499,925 at 6%; with 50% employer match about $499,925 at 4% or $333,283 at 6%; with 100% employer match about $374,944 at 4% or $249,963 at 6%. |
| Conrad & Associates LLC Savings Plan | - | 4 | $525,154 | - | - |
| CONRAD & ASSOCIATES, LLC PENSION PLAN | - | 2 | $119,982 | $119,982 | $59,991iApproximate average salary by contribution assumption: employee only about $1,499,775 at 4% or $999,850 at 6%; with 50% employer match about $999,850 at 4% or $666,567 at 6%; with 100% employer match about $749,888 at 4% or $499,925 at 6%. |
| 2003 | 1 | 4 | $511,774 | $67,385 | $16,846iApproximate average salary by contribution assumption: employee only about $421,156 at 4% or $280,771 at 6%; with 50% employer match about $280,771 at 4% or $187,181 at 6%; with 100% employer match about $210,578 at 4% or $140,385 at 6%. |
| Conrad & Associates LLC Savings Plan | - | 4 | $511,774 | $67,385 | $16,846iApproximate average salary by contribution assumption: employee only about $421,156 at 4% or $280,771 at 6%; with 50% employer match about $280,771 at 4% or $187,181 at 6%; with 100% employer match about $210,578 at 4% or $140,385 at 6%. |
| 2002 | 1 | 5 | $367,315 | $55,445 | $11,089iApproximate average salary by contribution assumption: employee only about $277,225 at 4% or $184,817 at 6%; with 50% employer match about $184,817 at 4% or $123,211 at 6%; with 100% employer match about $138,613 at 4% or $92,408 at 6%. |
| Conrad & Associates LLC Savings Plan | - | 5 | $367,315 | $55,445 | $11,089iApproximate average salary by contribution assumption: employee only about $277,225 at 4% or $184,817 at 6%; with 50% employer match about $184,817 at 4% or $123,211 at 6%; with 100% employer match about $138,613 at 4% or $92,408 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| Conrad & Associates LLC Savings Plan | - | 5 | - | - | - |
| 2000 | 1 | 4 | $442,152 | $17,409 | $4,352iApproximate average salary by contribution assumption: employee only about $108,806 at 4% or $72,538 at 6%; with 50% employer match about $72,538 at 4% or $48,358 at 6%; with 100% employer match about $54,403 at 4% or $36,269 at 6%. |
| Conrad & Associates LLC Savings Plan | - | 4 | $442,152 | $17,409 | $4,352iApproximate average salary by contribution assumption: employee only about $108,806 at 4% or $72,538 at 6%; with 50% employer match about $72,538 at 4% or $48,358 at 6%; with 100% employer match about $54,403 at 4% or $36,269 at 6%. |