Civic Intelligence

Donn & Company

Plan context: Donn & Company 401(K) Plan

EIN 03-0373997 • San Francisco, CA • 38 filings • 4 plans

1388 Sutter Street, Suite 800San Francisco, CA 94109
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,679,778

2024 Contributions

$164,971

Historical Graphs

Total Assets Over Time

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

$1,902,665$951,333$0200920172024YearValue
$1,679,778Latest year 2024

Participants Over Time

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

840200720162024YearValue
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
202426$1,679,778$164,971$27,495iApproximate average salary by contribution assumption: employee only about $687,379 at 4% or $458,253 at 6%; with 50% employer match about $458,253 at 4% or $305,502 at 6%; with 100% employer match about $343,690 at 4% or $229,126 at 6%.
Donn & Company 401(K) Plan-6$1,275,329$41,885$6,981iApproximate average salary by contribution assumption: employee only about $174,521 at 4% or $116,347 at 6%; with 50% employer match about $116,347 at 4% or $77,565 at 6%; with 100% employer match about $87,260 at 4% or $58,174 at 6%.
DONN & COMPANY CASH BALANCE PLAN-3$404,449$123,086$41,029iApproximate average salary by contribution assumption: employee only about $1,025,717 at 4% or $683,811 at 6%; with 50% employer match about $683,811 at 4% or $455,874 at 6%; with 100% employer match about $512,858 at 4% or $341,906 at 6%.
202326$1,454,406$59,121$9,854iApproximate average salary by contribution assumption: employee only about $246,338 at 4% or $164,225 at 6%; with 50% employer match about $164,225 at 4% or $109,483 at 6%; with 100% employer match about $123,169 at 4% or $82,113 at 6%.
Donn & Company 401(K) Plan-6$1,180,396$59,121$9,854iApproximate average salary by contribution assumption: employee only about $246,338 at 4% or $164,225 at 6%; with 50% employer match about $164,225 at 4% or $109,483 at 6%; with 100% employer match about $123,169 at 4% or $82,113 at 6%.
DONN & COMPANY CASH BALANCE PLAN-5$274,010$0-
202227$1,315,786$112,332$16,047iApproximate average salary by contribution assumption: employee only about $401,186 at 4% or $267,457 at 6%; with 50% employer match about $267,457 at 4% or $178,305 at 6%; with 100% employer match about $200,593 at 4% or $133,729 at 6%.
Donn & Company 401(K) Plan-7$1,049,464$57,467$8,210iApproximate average salary by contribution assumption: employee only about $205,239 at 4% or $136,826 at 6%; with 50% employer match about $136,826 at 4% or $91,217 at 6%; with 100% employer match about $102,620 at 4% or $68,413 at 6%.
DONN & COMPANY CASH BALANCE PLAN-5$266,322$54,865$10,973iApproximate average salary by contribution assumption: employee only about $274,325 at 4% or $182,883 at 6%; with 50% employer match about $182,883 at 4% or $121,922 at 6%; with 100% employer match about $137,163 at 4% or $91,442 at 6%.
202127$1,352,963$146,952$20,993iApproximate average salary by contribution assumption: employee only about $524,829 at 4% or $349,886 at 6%; with 50% employer match about $349,886 at 4% or $233,257 at 6%; with 100% employer match about $262,414 at 4% or $174,943 at 6%.
Donn & Company 401(K) Plan-7$1,137,140$56,648$8,093iApproximate average salary by contribution assumption: employee only about $202,314 at 4% or $134,876 at 6%; with 50% employer match about $134,876 at 4% or $89,917 at 6%; with 100% employer match about $101,157 at 4% or $67,438 at 6%.
DONN & COMPANY CASH BALANCE PLAN-5$215,823$90,304$18,061iApproximate average salary by contribution assumption: employee only about $451,520 at 4% or $301,013 at 6%; with 50% employer match about $301,013 at 4% or $200,676 at 6%; with 100% employer match about $225,760 at 4% or $150,507 at 6%.
202027$1,155,462$75,535$10,791iApproximate average salary by contribution assumption: employee only about $269,768 at 4% or $179,845 at 6%; with 50% employer match about $179,845 at 4% or $119,897 at 6%; with 100% employer match about $134,884 at 4% or $89,923 at 6%.
Donn & Company 401(K) Plan-7$1,035,931$75,535$10,791iApproximate average salary by contribution assumption: employee only about $269,768 at 4% or $179,845 at 6%; with 50% employer match about $179,845 at 4% or $119,897 at 6%; with 100% employer match about $134,884 at 4% or $89,923 at 6%.
DONN & COMPANY CASH BALANCE PLAN-5$119,531$0-
201938$945,024$137,000$17,125iApproximate average salary by contribution assumption: employee only about $428,125 at 4% or $285,417 at 6%; with 50% employer match about $285,417 at 4% or $190,278 at 6%; with 100% employer match about $214,063 at 4% or $142,708 at 6%.
Donn & Company 401(K) Plan-8$825,873$74,500$9,313iApproximate average salary by contribution assumption: employee only about $232,813 at 4% or $155,208 at 6%; with 50% employer match about $155,208 at 4% or $103,472 at 6%; with 100% employer match about $116,406 at 4% or $77,604 at 6%.
DONN & COMPANY CASH BALANCE PLAN-4$119,151$62,500$15,625iApproximate average salary by contribution assumption: employee only about $390,625 at 4% or $260,417 at 6%; with 50% employer match about $260,417 at 4% or $173,611 at 6%; with 100% employer match about $195,313 at 4% or $130,208 at 6%.
DAVID DONN CONSULTING, INC. DEFINED BENEFIT PLAN-0$0$0-
201838$1,774,761$157,359$19,670iApproximate average salary by contribution assumption: employee only about $491,747 at 4% or $327,831 at 6%; with 50% employer match about $327,831 at 4% or $218,554 at 6%; with 100% employer match about $245,873 at 4% or $163,916 at 6%.
DAVID DONN CONSULTING, INC. DEFINED BENEFIT PLAN-1$1,002,045$26,523$26,523iApproximate average salary by contribution assumption: employee only about $663,075 at 4% or $442,050 at 6%; with 50% employer match about $442,050 at 4% or $294,700 at 6%; with 100% employer match about $331,538 at 4% or $221,025 at 6%.
Donn & Company 401(K) Plan-8$716,523$74,643$9,330iApproximate average salary by contribution assumption: employee only about $233,259 at 4% or $155,506 at 6%; with 50% employer match about $155,506 at 4% or $103,671 at 6%; with 100% employer match about $116,630 at 4% or $77,753 at 6%.
DONN & COMPANY CASH BALANCE PLAN-6$56,193$56,193$9,366iApproximate average salary by contribution assumption: employee only about $234,138 at 4% or $156,092 at 6%; with 50% employer match about $156,092 at 4% or $104,061 at 6%; with 100% employer match about $117,069 at 4% or $78,046 at 6%.
201727$1,902,665$104,716$14,959iApproximate average salary by contribution assumption: employee only about $373,986 at 4% or $249,324 at 6%; with 50% employer match about $249,324 at 4% or $166,216 at 6%; with 100% employer match about $186,993 at 4% or $124,662 at 6%.
DAVID DONN CONSULTING, INC. DEFINED BENEFIT PLAN-2$1,172,783$27,414$13,707iApproximate average salary by contribution assumption: employee only about $342,675 at 4% or $228,450 at 6%; with 50% employer match about $228,450 at 4% or $152,300 at 6%; with 100% employer match about $171,338 at 4% or $114,225 at 6%.
Donn & Company 401(K) Plan-7$729,882$77,302$11,043iApproximate average salary by contribution assumption: employee only about $276,079 at 4% or $184,052 at 6%; with 50% employer match about $184,052 at 4% or $122,702 at 6%; with 100% employer match about $138,039 at 4% or $92,026 at 6%.
201627$1,655,028$127,490$18,213iApproximate average salary by contribution assumption: employee only about $455,321 at 4% or $303,548 at 6%; with 50% employer match about $303,548 at 4% or $202,365 at 6%; with 100% employer match about $227,661 at 4% or $151,774 at 6%.
DAVID DONN CONSULTING, INC. DEFINED BENEFIT PLAN-2$1,057,430$87,490$43,745iApproximate average salary by contribution assumption: employee only about $1,093,625 at 4% or $729,083 at 6%; with 50% employer match about $729,083 at 4% or $486,056 at 6%; with 100% employer match about $546,813 at 4% or $364,542 at 6%.
Donn & Company 401(K) Plan-7$597,598$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
201526$1,507,370$175,436$29,239iApproximate average salary by contribution assumption: employee only about $730,983 at 4% or $487,322 at 6%; with 50% employer match about $487,322 at 4% or $324,881 at 6%; with 100% employer match about $365,492 at 4% or $243,661 at 6%.
DAVID DONN CONSULTING, INC. DEFINED BENEFIT PLAN-2$975,525$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Donn & Company 401(K) Plan-6$531,845$125,436$20,906iApproximate average salary by contribution assumption: employee only about $522,650 at 4% or $348,433 at 6%; with 50% employer match about $348,433 at 4% or $232,289 at 6%; with 100% employer match about $261,325 at 4% or $174,217 at 6%.
201425$1,359,530$231,582$46,316iApproximate average salary by contribution assumption: employee only about $1,157,910 at 4% or $771,940 at 6%; with 50% employer match about $771,940 at 4% or $514,627 at 6%; with 100% employer match about $578,955 at 4% or $385,970 at 6%.
DAVID DONN CONSULTING, INC. DEFINED BENEFIT PLAN-2$931,653$185,300$92,650iApproximate average salary by contribution assumption: employee only about $2,316,250 at 4% or $1,544,167 at 6%; with 50% employer match about $1,544,167 at 4% or $1,029,444 at 6%; with 100% employer match about $1,158,125 at 4% or $772,083 at 6%.
Donn & Company 401(K) Plan-5$427,877$46,282$9,256iApproximate average salary by contribution assumption: employee only about $231,410 at 4% or $154,273 at 6%; with 50% employer match about $154,273 at 4% or $102,849 at 6%; with 100% employer match about $115,705 at 4% or $77,137 at 6%.
201325$1,127,301$156,693$31,339iApproximate average salary by contribution assumption: employee only about $783,465 at 4% or $522,310 at 6%; with 50% employer match about $522,310 at 4% or $348,207 at 6%; with 100% employer match about $391,733 at 4% or $261,155 at 6%.
DAVID DONN CONSULTING, INC. DEFINED BENEFIT PLAN-2$746,074$143,113$71,557iApproximate average salary by contribution assumption: employee only about $1,788,913 at 4% or $1,192,608 at 6%; with 50% employer match about $1,192,608 at 4% or $795,072 at 6%; with 100% employer match about $894,456 at 4% or $596,304 at 6%.
Donn & Company 401(K) Plan-5$381,227$13,580$2,716iApproximate average salary by contribution assumption: employee only about $67,900 at 4% or $45,267 at 6%; with 50% employer match about $45,267 at 4% or $30,178 at 6%; with 100% employer match about $33,950 at 4% or $22,633 at 6%.
201226$970,210$146,069$24,345iApproximate average salary by contribution assumption: employee only about $608,621 at 4% or $405,747 at 6%; with 50% employer match about $405,747 at 4% or $270,498 at 6%; with 100% employer match about $304,310 at 4% or $202,874 at 6%.
DAVID DONN CONSULTING, INC. DEFINED BENEFIT PLAN-2$602,295$76,264$38,132iApproximate average salary by contribution assumption: employee only about $953,300 at 4% or $635,533 at 6%; with 50% employer match about $635,533 at 4% or $423,689 at 6%; with 100% employer match about $476,650 at 4% or $317,767 at 6%.
Donn & Company 401(K) Plan-6$367,915$69,805$11,634iApproximate average salary by contribution assumption: employee only about $290,854 at 4% or $193,903 at 6%; with 50% employer match about $193,903 at 4% or $129,269 at 6%; with 100% employer match about $145,427 at 4% or $96,951 at 6%.
201125$822,800$155,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
DAVID DONN CONSULTING, INC. DEFINED BENEFIT PLAN-2$525,162$94,210$47,105iApproximate average salary by contribution assumption: employee only about $1,177,625 at 4% or $785,083 at 6%; with 50% employer match about $785,083 at 4% or $523,389 at 6%; with 100% employer match about $588,813 at 4% or $392,542 at 6%.
Donn & Company 401(K) Plan-5$297,638$60,790$12,158iApproximate average salary by contribution assumption: employee only about $303,950 at 4% or $202,633 at 6%; with 50% employer match about $202,633 at 4% or $135,089 at 6%; with 100% employer match about $151,975 at 4% or $101,317 at 6%.
201025$666,010$180,073$36,015iApproximate average salary by contribution assumption: employee only about $900,365 at 4% or $600,243 at 6%; with 50% employer match about $600,243 at 4% or $400,162 at 6%; with 100% employer match about $450,183 at 4% or $300,122 at 6%.
DAVID DONN CONSULTING, INC. DEFINED BENEFIT PLAN-2$429,788$104,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
Donn & Company 401(K) Plan-5$236,222$76,073$15,215iApproximate average salary by contribution assumption: employee only about $380,365 at 4% or $253,577 at 6%; with 50% employer match about $253,577 at 4% or $169,051 at 6%; with 100% employer match about $190,183 at 4% or $126,788 at 6%.
200924$483,961$187,334$46,834iApproximate average salary by contribution assumption: employee only about $1,170,838 at 4% or $780,558 at 6%; with 50% employer match about $780,558 at 4% or $520,372 at 6%; with 100% employer match about $585,419 at 4% or $390,279 at 6%.
DAVID DONN CONSULTING, INC. DEFINED BENEFIT PLAN-2$324,819$125,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Donn & Company 401(K) Plan-4$159,142$62,334$15,584iApproximate average salary by contribution assumption: employee only about $389,588 at 4% or $259,725 at 6%; with 50% employer match about $259,725 at 4% or $173,150 at 6%; with 100% employer match about $194,794 at 4% or $129,863 at 6%.
200824$0$0-
DAVID DONN CONSULTING, INC. DEFINED BENEFIT PLAN-2---
Donn & Company 401(K) Plan-4---
200723$0$0-
Donn & Company 401(K) Plan-3---
DAVID DONN CONSULTING, INC. DEFINED BENEFIT PLAN-2---