Civic Intelligence

Finstrat Management Inc.

Plan context: Finstrat Management Inc. 401(K) Plan

EIN 87-1598822 • Annapolis, MD • 4 filings • 1 plans

1997 Annapolis Exchange PkwySte 300Annapolis, MD 21401
Current Snapshot

Latest Year

2025

2025 Participants

21

2025 Assets

$192,716

2025 Contributions

$97,410

Historical Graphs

Total Assets Over Time

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

$244,925$122,463$0202220242025YearValue
$192,716Latest year 2025

Participants Over Time

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

21110202220242025YearValue
21Latest year 2025

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
2025121$192,716$97,410$4,639iApproximate average salary by contribution assumption: employee only about $115,964 at 4% or $77,310 at 6%; with 50% employer match about $77,310 at 4% or $51,540 at 6%; with 100% employer match about $57,982 at 4% or $38,655 at 6%.
Finstrat Management Inc. 401(K) Plan-21$192,716$97,410$4,639iApproximate average salary by contribution assumption: employee only about $115,964 at 4% or $77,310 at 6%; with 50% employer match about $77,310 at 4% or $51,540 at 6%; with 100% employer match about $57,982 at 4% or $38,655 at 6%.
2024120$244,925$102,495$5,125iApproximate average salary by contribution assumption: employee only about $128,119 at 4% or $85,413 at 6%; with 50% employer match about $85,413 at 4% or $56,942 at 6%; with 100% employer match about $64,059 at 4% or $42,706 at 6%.
Finstrat Management Inc. 401(K) Plan-20$244,925$102,495$5,125iApproximate average salary by contribution assumption: employee only about $128,119 at 4% or $85,413 at 6%; with 50% employer match about $85,413 at 4% or $56,942 at 6%; with 100% employer match about $64,059 at 4% or $42,706 at 6%.
2023113$131,178$82,146$6,319iApproximate average salary by contribution assumption: employee only about $157,973 at 4% or $105,315 at 6%; with 50% employer match about $105,315 at 4% or $70,210 at 6%; with 100% employer match about $78,987 at 4% or $52,658 at 6%.
Finstrat Management Inc. 401(K) Plan-13$131,178$82,146$6,319iApproximate average salary by contribution assumption: employee only about $157,973 at 4% or $105,315 at 6%; with 50% employer match about $105,315 at 4% or $70,210 at 6%; with 100% employer match about $78,987 at 4% or $52,658 at 6%.
202217$35,083$37,844$5,406iApproximate average salary by contribution assumption: employee only about $135,157 at 4% or $90,105 at 6%; with 50% employer match about $90,105 at 4% or $60,070 at 6%; with 100% employer match about $67,579 at 4% or $45,052 at 6%.
Finstrat Management Inc. 401(K) Plan-7$35,083$37,844$5,406iApproximate average salary by contribution assumption: employee only about $135,157 at 4% or $90,105 at 6%; with 50% employer match about $90,105 at 4% or $60,070 at 6%; with 100% employer match about $67,579 at 4% or $45,052 at 6%.