Civic Intelligence

WINDHAM ADVISORY LLC

Plan context: WINDHAM ADVISORY LLC 401(K) PROFIT SHARING PLAN

EIN 88-2038914 • Chevy Chase, MD • 3 filings • 1 plans

4607 Norwood DriveChevy Chase, MD 20815
Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$48,306

2025 Contributions

$10,400

Historical Graphs

Total Assets Over Time

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

$48,306$24,153$020232024YearValue
$48,306Latest year 2024

Participants Over Time

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

11020232024YearValue
1Latest 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
202510$0$0-
WINDHAM ADVISORY LLC 401(K) PROFIT SHARING PLAN-0$0--
202411$48,306$10,400$10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%.
WINDHAM ADVISORY LLC 401(K) PROFIT SHARING PLAN-1$48,306$10,400$10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%.
202311$29,960$27,100$27,100iApproximate average salary by contribution assumption: employee only about $677,500 at 4% or $451,667 at 6%; with 50% employer match about $451,667 at 4% or $301,111 at 6%; with 100% employer match about $338,750 at 4% or $225,833 at 6%.
WINDHAM ADVISORY LLC 401(K) PROFIT SHARING PLAN-1$29,960$27,100$27,100iApproximate average salary by contribution assumption: employee only about $677,500 at 4% or $451,667 at 6%; with 50% employer match about $451,667 at 4% or $301,111 at 6%; with 100% employer match about $338,750 at 4% or $225,833 at 6%.