Civic Intelligence

Plotkin Financial Advisors LLC

Plan context: Plotkin Financial Advisors Profit Sharing Plan

EIN 59-3771594 • Chevy Chase, MD • 18 filings • 2 plans

8401 Connecticut AvenueSuite 400Chevy Chase, MD 20815
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$576,666

2024 Contributions

$89,872

Historical Graphs

Total Assets Over Time

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

$2,549,382$1,274,691$0201320192024YearValue
$576,666Latest year 2024

Participants Over Time

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

840201320192024YearValue
6Latest 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
202416$576,666$0-
Plotkin Financial Advisors Profit Sharing Plan-6$576,666$0-
202328$616,884$0-
Plotkin Financial Advisors Profit Sharing Plan-8$616,884$0-
PLOTKIN FINANCIAL ADVISORS, LLC CASH BALANCE PENSION PLAN-0$0$0-
202228$846,344$89,872$11,234iApproximate average salary by contribution assumption: employee only about $280,850 at 4% or $187,233 at 6%; with 50% employer match about $187,233 at 4% or $124,822 at 6%; with 100% employer match about $140,425 at 4% or $93,617 at 6%.
Plotkin Financial Advisors Profit Sharing Plan-8$424,089$89,872$11,234iApproximate average salary by contribution assumption: employee only about $280,850 at 4% or $187,233 at 6%; with 50% employer match about $187,233 at 4% or $124,822 at 6%; with 100% employer match about $140,425 at 4% or $93,617 at 6%.
PLOTKIN FINANCIAL ADVISORS, LLC CASH BALANCE PENSION PLAN-6$422,255$0-
202127$2,549,382$227,599$32,514iApproximate average salary by contribution assumption: employee only about $812,854 at 4% or $541,902 at 6%; with 50% employer match about $541,902 at 4% or $361,268 at 6%; with 100% employer match about $406,427 at 4% or $270,951 at 6%.
Plotkin Financial Advisors Profit Sharing Plan-7$1,441,998$92,407$13,201iApproximate average salary by contribution assumption: employee only about $330,025 at 4% or $220,017 at 6%; with 50% employer match about $220,017 at 4% or $146,678 at 6%; with 100% employer match about $165,013 at 4% or $110,008 at 6%.
PLOTKIN FINANCIAL ADVISORS, LLC CASH BALANCE PENSION PLAN-5$1,107,384$135,192$27,038iApproximate average salary by contribution assumption: employee only about $675,960 at 4% or $450,640 at 6%; with 50% employer match about $450,640 at 4% or $300,427 at 6%; with 100% employer match about $337,980 at 4% or $225,320 at 6%.
202027$1,756,190$324,318$46,331iApproximate average salary by contribution assumption: employee only about $1,158,279 at 4% or $772,186 at 6%; with 50% employer match about $772,186 at 4% or $514,790 at 6%; with 100% employer match about $579,139 at 4% or $386,093 at 6%.
Plotkin Financial Advisors Profit Sharing Plan-7$984,322$86,164$12,309iApproximate average salary by contribution assumption: employee only about $307,729 at 4% or $205,152 at 6%; with 50% employer match about $205,152 at 4% or $136,768 at 6%; with 100% employer match about $153,864 at 4% or $102,576 at 6%.
PLOTKIN FINANCIAL ADVISORS, LLC CASH BALANCE PENSION PLAN-5$771,868$238,154$47,631iApproximate average salary by contribution assumption: employee only about $1,190,770 at 4% or $793,847 at 6%; with 50% employer match about $793,847 at 4% or $529,231 at 6%; with 100% employer match about $595,385 at 4% or $396,923 at 6%.
201927$1,036,989$342,358$48,908iApproximate average salary by contribution assumption: employee only about $1,222,707 at 4% or $815,138 at 6%; with 50% employer match about $815,138 at 4% or $543,425 at 6%; with 100% employer match about $611,354 at 4% or $407,569 at 6%.
Plotkin Financial Advisors Profit Sharing Plan-7$645,722$87,217$12,460iApproximate average salary by contribution assumption: employee only about $311,489 at 4% or $207,660 at 6%; with 50% employer match about $207,660 at 4% or $138,440 at 6%; with 100% employer match about $155,745 at 4% or $103,830 at 6%.
PLOTKIN FINANCIAL ADVISORS, LLC CASH BALANCE PENSION PLAN-5$391,267$255,141$51,028iApproximate average salary by contribution assumption: employee only about $1,275,705 at 4% or $850,470 at 6%; with 50% employer match about $850,470 at 4% or $566,980 at 6%; with 100% employer match about $637,853 at 4% or $425,235 at 6%.
201826$590,456$207,347$34,558iApproximate average salary by contribution assumption: employee only about $863,946 at 4% or $575,964 at 6%; with 50% employer match about $575,964 at 4% or $383,976 at 6%; with 100% employer match about $431,973 at 4% or $287,982 at 6%.
Plotkin Financial Advisors Profit Sharing Plan-6$458,342$75,233$12,539iApproximate average salary by contribution assumption: employee only about $313,471 at 4% or $208,981 at 6%; with 50% employer match about $208,981 at 4% or $139,320 at 6%; with 100% employer match about $156,735 at 4% or $104,490 at 6%.
PLOTKIN FINANCIAL ADVISORS, LLC CASH BALANCE PENSION PLAN-4$132,114$132,114$33,029iApproximate average salary by contribution assumption: employee only about $825,713 at 4% or $550,475 at 6%; with 50% employer match about $550,475 at 4% or $366,983 at 6%; with 100% employer match about $412,856 at 4% or $275,238 at 6%.
201716$384,025$68,652$11,442iApproximate average salary by contribution assumption: employee only about $286,050 at 4% or $190,700 at 6%; with 50% employer match about $190,700 at 4% or $127,133 at 6%; with 100% employer match about $143,025 at 4% or $95,350 at 6%.
Plotkin Financial Advisors Profit Sharing Plan-6$384,025$68,652$11,442iApproximate average salary by contribution assumption: employee only about $286,050 at 4% or $190,700 at 6%; with 50% employer match about $190,700 at 4% or $127,133 at 6%; with 100% employer match about $143,025 at 4% or $95,350 at 6%.
201615$288,889$80,435$16,087iApproximate average salary by contribution assumption: employee only about $402,175 at 4% or $268,117 at 6%; with 50% employer match about $268,117 at 4% or $178,744 at 6%; with 100% employer match about $201,088 at 4% or $134,058 at 6%.
Plotkin Financial Advisors Profit Sharing Plan-5$288,889$80,435$16,087iApproximate average salary by contribution assumption: employee only about $402,175 at 4% or $268,117 at 6%; with 50% employer match about $268,117 at 4% or $178,744 at 6%; with 100% employer match about $201,088 at 4% or $134,058 at 6%.
201515$201,917$0-
Plotkin Financial Advisors Profit Sharing Plan-5$201,917$0-
201415$209,334$144,137$28,827iApproximate average salary by contribution assumption: employee only about $720,685 at 4% or $480,457 at 6%; with 50% employer match about $480,457 at 4% or $320,304 at 6%; with 100% employer match about $360,343 at 4% or $240,228 at 6%.
Plotkin Financial Advisors Profit Sharing Plan-5$209,334$144,137$28,827iApproximate average salary by contribution assumption: employee only about $720,685 at 4% or $480,457 at 6%; with 50% employer match about $480,457 at 4% or $320,304 at 6%; with 100% employer match about $360,343 at 4% or $240,228 at 6%.
201314$65,110$65,110$16,278iApproximate average salary by contribution assumption: employee only about $406,938 at 4% or $271,292 at 6%; with 50% employer match about $271,292 at 4% or $180,861 at 6%; with 100% employer match about $203,469 at 4% or $135,646 at 6%.
Plotkin Financial Advisors Profit Sharing Plan-4$65,110$65,110$16,278iApproximate average salary by contribution assumption: employee only about $406,938 at 4% or $271,292 at 6%; with 50% employer match about $271,292 at 4% or $180,861 at 6%; with 100% employer match about $203,469 at 4% or $135,646 at 6%.