Civic Intelligence

Dakota Financial LLC

Plan context: Dakota Financial LLC 401(K) P/S Plan

EIN 01-0655099 • Los Angeles, CA • 19 filings • 2 plans

11766 Wilshire BoulevardSuite 550Los Angeles, CA 90025
Current Snapshot

Latest Year

2024

2024 Participants

78

2024 Assets

$5,052,597

2024 Contributions

$733,847

Historical Graphs

Total Assets Over Time

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

$5,052,597$2,526,299$0200620152024YearValue
$5,052,597Latest year 2024

Participants Over Time

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

78390200620152024YearValue
78Latest 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
2024178$5,052,597$733,847$9,408iApproximate average salary by contribution assumption: employee only about $235,207 at 4% or $156,805 at 6%; with 50% employer match about $156,805 at 4% or $104,537 at 6%; with 100% employer match about $117,604 at 4% or $78,402 at 6%.
Dakota Financial LLC 401(K) P/S Plan-78$5,052,597$733,847$9,408iApproximate average salary by contribution assumption: employee only about $235,207 at 4% or $156,805 at 6%; with 50% employer match about $156,805 at 4% or $104,537 at 6%; with 100% employer match about $117,604 at 4% or $78,402 at 6%.
2023166$3,840,922$488,996$7,409iApproximate average salary by contribution assumption: employee only about $185,226 at 4% or $123,484 at 6%; with 50% employer match about $123,484 at 4% or $82,323 at 6%; with 100% employer match about $92,613 at 4% or $61,742 at 6%.
Dakota Financial LLC 401(K) P/S Plan-66$3,840,922$488,996$7,409iApproximate average salary by contribution assumption: employee only about $185,226 at 4% or $123,484 at 6%; with 50% employer match about $123,484 at 4% or $82,323 at 6%; with 100% employer match about $92,613 at 4% or $61,742 at 6%.
2022158$2,882,602$435,651$7,511iApproximate average salary by contribution assumption: employee only about $187,781 at 4% or $125,187 at 6%; with 50% employer match about $125,187 at 4% or $83,458 at 6%; with 100% employer match about $93,890 at 4% or $62,594 at 6%.
Dakota Financial LLC 401(K) P/S Plan-58$2,882,602$435,651$7,511iApproximate average salary by contribution assumption: employee only about $187,781 at 4% or $125,187 at 6%; with 50% employer match about $125,187 at 4% or $83,458 at 6%; with 100% employer match about $93,890 at 4% or $62,594 at 6%.
2021146$2,881,241$353,510$7,685iApproximate average salary by contribution assumption: employee only about $192,125 at 4% or $128,083 at 6%; with 50% employer match about $128,083 at 4% or $85,389 at 6%; with 100% employer match about $96,063 at 4% or $64,042 at 6%.
Dakota Financial LLC 401(K) P/S Plan-46$2,881,241$353,510$7,685iApproximate average salary by contribution assumption: employee only about $192,125 at 4% or $128,083 at 6%; with 50% employer match about $128,083 at 4% or $85,389 at 6%; with 100% employer match about $96,063 at 4% or $64,042 at 6%.
2020138$2,168,375$221,604$5,832iApproximate average salary by contribution assumption: employee only about $145,792 at 4% or $97,195 at 6%; with 50% employer match about $97,195 at 4% or $64,796 at 6%; with 100% employer match about $72,896 at 4% or $48,597 at 6%.
Dakota Financial LLC 401(K) P/S Plan-38$2,168,375$221,604$5,832iApproximate average salary by contribution assumption: employee only about $145,792 at 4% or $97,195 at 6%; with 50% employer match about $97,195 at 4% or $64,796 at 6%; with 100% employer match about $72,896 at 4% or $48,597 at 6%.
2019135$1,802,415$219,464$6,270iApproximate average salary by contribution assumption: employee only about $156,760 at 4% or $104,507 at 6%; with 50% employer match about $104,507 at 4% or $69,671 at 6%; with 100% employer match about $78,380 at 4% or $52,253 at 6%.
Dakota Financial LLC 401(K) P/S Plan-35$1,802,415$219,464$6,270iApproximate average salary by contribution assumption: employee only about $156,760 at 4% or $104,507 at 6%; with 50% employer match about $104,507 at 4% or $69,671 at 6%; with 100% employer match about $78,380 at 4% or $52,253 at 6%.
2018125$1,282,224$163,123$6,525iApproximate average salary by contribution assumption: employee only about $163,123 at 4% or $108,749 at 6%; with 50% employer match about $108,749 at 4% or $72,499 at 6%; with 100% employer match about $81,562 at 4% or $54,374 at 6%.
Dakota Financial LLC 401(K) P/S Plan-25$1,282,224$163,123$6,525iApproximate average salary by contribution assumption: employee only about $163,123 at 4% or $108,749 at 6%; with 50% employer match about $108,749 at 4% or $72,499 at 6%; with 100% employer match about $81,562 at 4% or $54,374 at 6%.
2017117$1,230,707$154,377$9,081iApproximate average salary by contribution assumption: employee only about $227,025 at 4% or $151,350 at 6%; with 50% employer match about $151,350 at 4% or $100,900 at 6%; with 100% employer match about $113,513 at 4% or $75,675 at 6%.
Dakota Financial LLC 401(K) P/S Plan-17$1,230,707$154,377$9,081iApproximate average salary by contribution assumption: employee only about $227,025 at 4% or $151,350 at 6%; with 50% employer match about $151,350 at 4% or $100,900 at 6%; with 100% employer match about $113,513 at 4% or $75,675 at 6%.
2016118$920,038$136,982$7,610iApproximate average salary by contribution assumption: employee only about $190,253 at 4% or $126,835 at 6%; with 50% employer match about $126,835 at 4% or $84,557 at 6%; with 100% employer match about $95,126 at 4% or $63,418 at 6%.
Dakota Financial LLC 401(K) P/S Plan-18$920,038$136,982$7,610iApproximate average salary by contribution assumption: employee only about $190,253 at 4% or $126,835 at 6%; with 50% employer match about $126,835 at 4% or $84,557 at 6%; with 100% employer match about $95,126 at 4% or $63,418 at 6%.
2015114$759,488$128,746$9,196iApproximate average salary by contribution assumption: employee only about $229,904 at 4% or $153,269 at 6%; with 50% employer match about $153,269 at 4% or $102,179 at 6%; with 100% employer match about $114,952 at 4% or $76,635 at 6%.
Dakota Financial LLC 401(K) P/S Plan-14$759,488$128,746$9,196iApproximate average salary by contribution assumption: employee only about $229,904 at 4% or $153,269 at 6%; with 50% employer match about $153,269 at 4% or $102,179 at 6%; with 100% employer match about $114,952 at 4% or $76,635 at 6%.
2014110$634,002$88,108$8,811iApproximate average salary by contribution assumption: employee only about $220,270 at 4% or $146,847 at 6%; with 50% employer match about $146,847 at 4% or $97,898 at 6%; with 100% employer match about $110,135 at 4% or $73,423 at 6%.
Dakota Financial LLC 401(K) P/S Plan-10$634,002$88,108$8,811iApproximate average salary by contribution assumption: employee only about $220,270 at 4% or $146,847 at 6%; with 50% employer match about $146,847 at 4% or $97,898 at 6%; with 100% employer match about $110,135 at 4% or $73,423 at 6%.
2013110$528,087$79,044$7,904iApproximate average salary by contribution assumption: employee only about $197,610 at 4% or $131,740 at 6%; with 50% employer match about $131,740 at 4% or $87,827 at 6%; with 100% employer match about $98,805 at 4% or $65,870 at 6%.
Dakota Financial LLC 401(K) P/S Plan-10$528,087$79,044$7,904iApproximate average salary by contribution assumption: employee only about $197,610 at 4% or $131,740 at 6%; with 50% employer match about $131,740 at 4% or $87,827 at 6%; with 100% employer match about $98,805 at 4% or $65,870 at 6%.
2012110$382,690$68,662$6,866iApproximate average salary by contribution assumption: employee only about $171,655 at 4% or $114,437 at 6%; with 50% employer match about $114,437 at 4% or $76,291 at 6%; with 100% employer match about $85,828 at 4% or $57,218 at 6%.
Dakota Financial LLC 401(K) P/S Plan-10$382,690$68,662$6,866iApproximate average salary by contribution assumption: employee only about $171,655 at 4% or $114,437 at 6%; with 50% employer match about $114,437 at 4% or $76,291 at 6%; with 100% employer match about $85,828 at 4% or $57,218 at 6%.
201119$272,220$60,578$6,731iApproximate average salary by contribution assumption: employee only about $168,272 at 4% or $112,181 at 6%; with 50% employer match about $112,181 at 4% or $74,788 at 6%; with 100% employer match about $84,136 at 4% or $56,091 at 6%.
Dakota Financial LLC 401(K) P/S Plan-9$272,220$60,578$6,731iApproximate average salary by contribution assumption: employee only about $168,272 at 4% or $112,181 at 6%; with 50% employer match about $112,181 at 4% or $74,788 at 6%; with 100% employer match about $84,136 at 4% or $56,091 at 6%.
2010110$243,285$66,416$6,642iApproximate average salary by contribution assumption: employee only about $166,040 at 4% or $110,693 at 6%; with 50% employer match about $110,693 at 4% or $73,796 at 6%; with 100% employer match about $83,020 at 4% or $55,347 at 6%.
Dakota Financial LLC 401(K) P/S Plan-10$243,285$66,416$6,642iApproximate average salary by contribution assumption: employee only about $166,040 at 4% or $110,693 at 6%; with 50% employer match about $110,693 at 4% or $73,796 at 6%; with 100% employer match about $83,020 at 4% or $55,347 at 6%.
2009112$185,297$50,370$4,198iApproximate average salary by contribution assumption: employee only about $104,938 at 4% or $69,958 at 6%; with 50% employer match about $69,958 at 4% or $46,639 at 6%; with 100% employer match about $52,469 at 4% or $34,979 at 6%.
Dakota Financial LLC 401(K) P/S Plan-12$185,297$50,370$4,198iApproximate average salary by contribution assumption: employee only about $104,938 at 4% or $69,958 at 6%; with 50% employer match about $69,958 at 4% or $46,639 at 6%; with 100% employer match about $52,469 at 4% or $34,979 at 6%.
2008111$93,568$61,703$5,609iApproximate average salary by contribution assumption: employee only about $140,234 at 4% or $93,489 at 6%; with 50% employer match about $93,489 at 4% or $62,326 at 6%; with 100% employer match about $70,117 at 4% or $46,745 at 6%.
Dakota Financial LLC 401(K) P/S Plan-11$93,568$61,703$5,609iApproximate average salary by contribution assumption: employee only about $140,234 at 4% or $93,489 at 6%; with 50% employer match about $93,489 at 4% or $62,326 at 6%; with 100% employer match about $70,117 at 4% or $46,745 at 6%.
200719$62,107$52,739$5,860iApproximate average salary by contribution assumption: employee only about $146,497 at 4% or $97,665 at 6%; with 50% employer match about $97,665 at 4% or $65,110 at 6%; with 100% employer match about $73,249 at 4% or $48,832 at 6%.
Dakota Financial LLC 401(K) P/S Plan-9$62,107$52,739$5,860iApproximate average salary by contribution assumption: employee only about $146,497 at 4% or $97,665 at 6%; with 50% employer match about $97,665 at 4% or $65,110 at 6%; with 100% employer match about $73,249 at 4% or $48,832 at 6%.
200617$8,656$8,468$1,210iApproximate average salary by contribution assumption: employee only about $30,243 at 4% or $20,162 at 6%; with 50% employer match about $20,162 at 4% or $13,441 at 6%; with 100% employer match about $15,121 at 4% or $10,081 at 6%.
Dakota Financial LLC 401(K) P/S Plan-7$8,656$8,468$1,210iApproximate average salary by contribution assumption: employee only about $30,243 at 4% or $20,162 at 6%; with 50% employer match about $20,162 at 4% or $13,441 at 6%; with 100% employer match about $15,121 at 4% or $10,081 at 6%.