Civic Intelligence

Eaglestone Wealth Advisors Inc.

Plan context: Eaglestone 401(K) and Profit Sharing Plan

EIN 56-2581743 • Rockville, MD • 18 filings • 2 plans

1101 Wootton ParkwaySuite 400Rockville, MD 20852
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$1,231,043

2024 Contributions

$232,137

Historical Graphs

Total Assets Over Time

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

$3,079,634$1,539,817$0200820162024YearValue
$1,231,043Latest year 2024

Participants Over Time

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

30150200720162024YearValue
30Latest 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
2024130$1,231,043$232,137$7,738iApproximate average salary by contribution assumption: employee only about $193,448 at 4% or $128,965 at 6%; with 50% employer match about $128,965 at 4% or $85,977 at 6%; with 100% employer match about $96,724 at 4% or $64,483 at 6%.
Eaglestone 401(K) and Profit Sharing Plan-30$1,231,043$232,137$7,738iApproximate average salary by contribution assumption: employee only about $193,448 at 4% or $128,965 at 6%; with 50% employer match about $128,965 at 4% or $85,977 at 6%; with 100% employer match about $96,724 at 4% or $64,483 at 6%.
2023128$1,644,773$239,617$8,558iApproximate average salary by contribution assumption: employee only about $213,944 at 4% or $142,629 at 6%; with 50% employer match about $142,629 at 4% or $95,086 at 6%; with 100% employer match about $106,972 at 4% or $71,315 at 6%.
Eaglestone 401(K) and Profit Sharing Plan-28$1,644,773$239,617$8,558iApproximate average salary by contribution assumption: employee only about $213,944 at 4% or $142,629 at 6%; with 50% employer match about $142,629 at 4% or $95,086 at 6%; with 100% employer match about $106,972 at 4% or $71,315 at 6%.
2022122$1,388,196$241,429$10,974iApproximate average salary by contribution assumption: employee only about $274,351 at 4% or $182,901 at 6%; with 50% employer match about $182,901 at 4% or $121,934 at 6%; with 100% employer match about $137,176 at 4% or $91,450 at 6%.
Eaglestone 401(K) and Profit Sharing Plan-22$1,388,196$241,429$10,974iApproximate average salary by contribution assumption: employee only about $274,351 at 4% or $182,901 at 6%; with 50% employer match about $182,901 at 4% or $121,934 at 6%; with 100% employer match about $137,176 at 4% or $91,450 at 6%.
2021125$3,079,634$254,905$10,196iApproximate average salary by contribution assumption: employee only about $254,905 at 4% or $169,937 at 6%; with 50% employer match about $169,937 at 4% or $113,291 at 6%; with 100% employer match about $127,453 at 4% or $84,968 at 6%.
Eaglestone 401(K) and Profit Sharing Plan-25$3,079,634$254,905$10,196iApproximate average salary by contribution assumption: employee only about $254,905 at 4% or $169,937 at 6%; with 50% employer match about $169,937 at 4% or $113,291 at 6%; with 100% employer match about $127,453 at 4% or $84,968 at 6%.
2020125$2,447,255$324,939$12,998iApproximate average salary by contribution assumption: employee only about $324,939 at 4% or $216,626 at 6%; with 50% employer match about $216,626 at 4% or $144,417 at 6%; with 100% employer match about $162,470 at 4% or $108,313 at 6%.
Eaglestone 401(K) and Profit Sharing Plan-25$2,447,255$324,939$12,998iApproximate average salary by contribution assumption: employee only about $324,939 at 4% or $216,626 at 6%; with 50% employer match about $216,626 at 4% or $144,417 at 6%; with 100% employer match about $162,470 at 4% or $108,313 at 6%.
2019127$2,148,213$313,182$11,599iApproximate average salary by contribution assumption: employee only about $289,983 at 4% or $193,322 at 6%; with 50% employer match about $193,322 at 4% or $128,881 at 6%; with 100% employer match about $144,992 at 4% or $96,661 at 6%.
Eaglestone 401(K) and Profit Sharing Plan-27$2,148,213$313,182$11,599iApproximate average salary by contribution assumption: employee only about $289,983 at 4% or $193,322 at 6%; with 50% employer match about $193,322 at 4% or $128,881 at 6%; with 100% employer match about $144,992 at 4% or $96,661 at 6%.
2018124$1,595,898$240,494$10,021iApproximate average salary by contribution assumption: employee only about $250,515 at 4% or $167,010 at 6%; with 50% employer match about $167,010 at 4% or $111,340 at 6%; with 100% employer match about $125,257 at 4% or $83,505 at 6%.
Eaglestone 401(K) and Profit Sharing Plan-24$1,595,898$240,494$10,021iApproximate average salary by contribution assumption: employee only about $250,515 at 4% or $167,010 at 6%; with 50% employer match about $167,010 at 4% or $111,340 at 6%; with 100% employer match about $125,257 at 4% or $83,505 at 6%.
2017119$1,486,709$193,175$10,167iApproximate average salary by contribution assumption: employee only about $254,178 at 4% or $169,452 at 6%; with 50% employer match about $169,452 at 4% or $112,968 at 6%; with 100% employer match about $127,089 at 4% or $84,726 at 6%.
Eaglestone 401(K) and Profit Sharing Plan-19$1,486,709$193,175$10,167iApproximate average salary by contribution assumption: employee only about $254,178 at 4% or $169,452 at 6%; with 50% employer match about $169,452 at 4% or $112,968 at 6%; with 100% employer match about $127,089 at 4% or $84,726 at 6%.
2016119$1,248,411$171,583$9,031iApproximate average salary by contribution assumption: employee only about $225,767 at 4% or $150,511 at 6%; with 50% employer match about $150,511 at 4% or $100,341 at 6%; with 100% employer match about $112,884 at 4% or $75,256 at 6%.
Eaglestone 401(K) and Profit Sharing Plan-19$1,248,411$171,583$9,031iApproximate average salary by contribution assumption: employee only about $225,767 at 4% or $150,511 at 6%; with 50% employer match about $150,511 at 4% or $100,341 at 6%; with 100% employer match about $112,884 at 4% or $75,256 at 6%.
2015119$982,683$164,823$8,675iApproximate average salary by contribution assumption: employee only about $216,872 at 4% or $144,582 at 6%; with 50% employer match about $144,582 at 4% or $96,388 at 6%; with 100% employer match about $108,436 at 4% or $72,291 at 6%.
Eaglestone 401(K) and Profit Sharing Plan-19$982,683$164,823$8,675iApproximate average salary by contribution assumption: employee only about $216,872 at 4% or $144,582 at 6%; with 50% employer match about $144,582 at 4% or $96,388 at 6%; with 100% employer match about $108,436 at 4% or $72,291 at 6%.
2014114$860,618$151,883$10,849iApproximate average salary by contribution assumption: employee only about $271,220 at 4% or $180,813 at 6%; with 50% employer match about $180,813 at 4% or $120,542 at 6%; with 100% employer match about $135,610 at 4% or $90,407 at 6%.
Eaglestone 401(K) and Profit Sharing Plan-14$860,618$151,883$10,849iApproximate average salary by contribution assumption: employee only about $271,220 at 4% or $180,813 at 6%; with 50% employer match about $180,813 at 4% or $120,542 at 6%; with 100% employer match about $135,610 at 4% or $90,407 at 6%.
2013114$692,835$194,252$13,875iApproximate average salary by contribution assumption: employee only about $346,879 at 4% or $231,252 at 6%; with 50% employer match about $231,252 at 4% or $154,168 at 6%; with 100% employer match about $173,439 at 4% or $115,626 at 6%.
Eaglestone 401(K) and Profit Sharing Plan-14$692,835$194,252$13,875iApproximate average salary by contribution assumption: employee only about $346,879 at 4% or $231,252 at 6%; with 50% employer match about $231,252 at 4% or $154,168 at 6%; with 100% employer match about $173,439 at 4% or $115,626 at 6%.
2012114$680,152$126,739$9,053iApproximate average salary by contribution assumption: employee only about $226,320 at 4% or $150,880 at 6%; with 50% employer match about $150,880 at 4% or $100,587 at 6%; with 100% employer match about $113,160 at 4% or $75,440 at 6%.
Eaglestone 401(K) and Profit Sharing Plan-14$680,152$126,739$9,053iApproximate average salary by contribution assumption: employee only about $226,320 at 4% or $150,880 at 6%; with 50% employer match about $150,880 at 4% or $100,587 at 6%; with 100% employer match about $113,160 at 4% or $75,440 at 6%.
201119$501,212$111,877$12,431iApproximate average salary by contribution assumption: employee only about $310,769 at 4% or $207,180 at 6%; with 50% employer match about $207,180 at 4% or $138,120 at 6%; with 100% employer match about $155,385 at 4% or $103,590 at 6%.
Eaglestone 401(K) and Profit Sharing Plan-9$501,212$111,877$12,431iApproximate average salary by contribution assumption: employee only about $310,769 at 4% or $207,180 at 6%; with 50% employer match about $207,180 at 4% or $138,120 at 6%; with 100% employer match about $155,385 at 4% or $103,590 at 6%.
201018$423,202$101,797$12,725iApproximate average salary by contribution assumption: employee only about $318,116 at 4% or $212,077 at 6%; with 50% employer match about $212,077 at 4% or $141,385 at 6%; with 100% employer match about $159,058 at 4% or $106,039 at 6%.
Eaglestone 401(K) and Profit Sharing Plan-8$423,202$101,797$12,725iApproximate average salary by contribution assumption: employee only about $318,116 at 4% or $212,077 at 6%; with 50% employer match about $212,077 at 4% or $141,385 at 6%; with 100% employer match about $159,058 at 4% or $106,039 at 6%.
200917$268,768$102,292$14,613iApproximate average salary by contribution assumption: employee only about $365,329 at 4% or $243,552 at 6%; with 50% employer match about $243,552 at 4% or $162,368 at 6%; with 100% employer match about $182,664 at 4% or $121,776 at 6%.
Eaglestone 401(K) and Profit Sharing Plan-7$268,768$102,292$14,613iApproximate average salary by contribution assumption: employee only about $365,329 at 4% or $243,552 at 6%; with 50% employer match about $243,552 at 4% or $162,368 at 6%; with 100% employer match about $182,664 at 4% or $121,776 at 6%.
200817$127,568$131,048$18,721iApproximate average salary by contribution assumption: employee only about $468,029 at 4% or $312,019 at 6%; with 50% employer match about $312,019 at 4% or $208,013 at 6%; with 100% employer match about $234,014 at 4% or $156,010 at 6%.
Eaglestone 401(K) and Profit Sharing Plan-7$127,568$131,048$18,721iApproximate average salary by contribution assumption: employee only about $468,029 at 4% or $312,019 at 6%; with 50% employer match about $312,019 at 4% or $208,013 at 6%; with 100% employer match about $234,014 at 4% or $156,010 at 6%.
200717$0$0-
Eaglestone 401(K) and Profit Sharing Plan-7---