Civic Intelligence

David Mcduffee Insurance Agency Inc

Plan context: David H. Mcduffee Insurance Agency Inc. Money Purchase Pension Plan

EIN 04-2325687 • 16 filings • 5 plans

Current Snapshot

Latest Year

2006

2006 Participants

10

2006 Assets

$14,960

2006 Contributions

$120,000

Historical Graphs

Total Assets Over Time

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

$3,063,198$1,531,599$0199920022005YearValue
$14,960Latest year 2005

Participants Over Time

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

39200199920022004YearValue
10Latest year 2004

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
200610$0$0-
David H. Mcduffee Insurance Agency Inc. Money Purchase Pension Plan-0---
200520$14,960$0-
David H. Mcduffee Insurance Agency Inc. Money Purchase Pension Plan-0$7,505--
DAVID H. MCDUFFEE INSURANCE AGENCY , INC. EMPLOYEE STOCK OWNERSHIP PLAN-0$7,455--
2004210$605,627$120,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
David H. Mcduffee Insurance Agency Inc. Employee Stock Ownership Plan-10$304,591$120,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
David H. Mcduffee Insurance Agency Inc. Money Purchase Pension Plan-10$301,036--
2003237$3,063,198$500,000$13,514iApproximate average salary by contribution assumption: employee only about $337,838 at 4% or $225,225 at 6%; with 50% employer match about $225,225 at 4% or $150,150 at 6%; with 100% employer match about $168,919 at 4% or $112,613 at 6%.
David H. Mcduffee Insurance Agency Inc. Money Purchase Pension Plan-37$1,618,468$261,376$7,064iApproximate average salary by contribution assumption: employee only about $176,605 at 4% or $117,737 at 6%; with 50% employer match about $117,737 at 4% or $78,491 at 6%; with 100% employer match about $88,303 at 4% or $58,868 at 6%.
David H. Mcduffee Insurance Agency Inc. Employee Stock Ownership Plan-37$1,444,730$238,624$6,449iApproximate average salary by contribution assumption: employee only about $161,232 at 4% or $107,488 at 6%; with 50% employer match about $107,488 at 4% or $71,659 at 6%; with 100% employer match about $80,616 at 4% or $53,744 at 6%.
2002239$2,327,759$425,000$10,897iApproximate average salary by contribution assumption: employee only about $272,436 at 4% or $181,624 at 6%; with 50% employer match about $181,624 at 4% or $121,083 at 6%; with 100% employer match about $136,218 at 4% or $90,812 at 6%.
David H. Mcduffee Insurance Agency Inc. Money Purchase Pension Plan-39$1,232,064$258,336$6,624iApproximate average salary by contribution assumption: employee only about $165,600 at 4% or $110,400 at 6%; with 50% employer match about $110,400 at 4% or $73,600 at 6%; with 100% employer match about $82,800 at 4% or $55,200 at 6%.
David H. Mcduffee Insurance Agency Inc. Employee Stock Ownership Plan-39$1,095,695$166,664$4,273iApproximate average salary by contribution assumption: employee only about $106,836 at 4% or $71,224 at 6%; with 50% employer match about $71,224 at 4% or $47,483 at 6%; with 100% employer match about $53,418 at 4% or $35,612 at 6%.
2001234$2,122,442$350,000$10,294iApproximate average salary by contribution assumption: employee only about $257,353 at 4% or $171,569 at 6%; with 50% employer match about $171,569 at 4% or $114,379 at 6%; with 100% employer match about $128,676 at 4% or $85,784 at 6%.
David H. Mcduffee Insurance Agency Inc. Money Purchase Pension Plan-34$1,085,374$218,035$6,413iApproximate average salary by contribution assumption: employee only about $160,320 at 4% or $106,880 at 6%; with 50% employer match about $106,880 at 4% or $71,253 at 6%; with 100% employer match about $80,160 at 4% or $53,440 at 6%.
David H. Mcduffee Insurance Agency Inc. Employee Stock Ownership Plan-34$1,037,068$131,965$3,881iApproximate average salary by contribution assumption: employee only about $97,033 at 4% or $64,689 at 6%; with 50% employer match about $64,689 at 4% or $43,126 at 6%; with 100% employer match about $48,517 at 4% or $32,344 at 6%.
2000230$1,790,434$300,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
David H. Mcduffee Insurance Agency Inc. Employee Stock Ownership Plan-30$914,525$118,179$3,939iApproximate average salary by contribution assumption: employee only about $98,483 at 4% or $65,655 at 6%; with 50% employer match about $65,655 at 4% or $43,770 at 6%; with 100% employer match about $49,241 at 4% or $32,828 at 6%.
David H. Mcduffee Insurance Agency Inc. Money Purchase Pension Plan-30$875,909$181,821$6,061iApproximate average salary by contribution assumption: employee only about $151,518 at 4% or $101,012 at 6%; with 50% employer match about $101,012 at 4% or $67,341 at 6%; with 100% employer match about $75,759 at 4% or $50,506 at 6%.
1999326$1,848,301$294,604$11,331iApproximate average salary by contribution assumption: employee only about $283,273 at 4% or $188,849 at 6%; with 50% employer match about $188,849 at 4% or $125,899 at 6%; with 100% employer match about $141,637 at 4% or $94,424 at 6%.
David H. Mcduffee Insurance Agency Inc. Employee Stock Ownership Plan-0$987,687$149,535-
David H. Mcduffee Insurance Agency Inc. Money Purchase Pension Plan-26$860,614$145,069$5,580iApproximate average salary by contribution assumption: employee only about $139,489 at 4% or $92,993 at 6%; with 50% employer match about $92,993 at 4% or $61,995 at 6%; with 100% employer match about $69,745 at 4% or $46,496 at 6%.
David H. Mcduffee Insurance Agency Inc. Profit Sharing Plan-0---