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Filing

Dag Consulting Inc. 401(K) Incentive Savings Plan

Dag Consulting Inc. • EIN 04-3397832 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Down

27 → 22

-5 • -18.52%

Assets

Up

$654,756 → $783,188

$128,432 • 19.62%

Investment Management Fee

-

Admin expenses - • Total expenses $47,090

Filing Details

Context
Net investment result
$128,432
Pension payor EIN
71-0294708

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024123$9,689,105$433,243$18,837iApproximate average salary by contribution assumption: employee only about $470,916 at 4% or $313,944 at 6%; with 50% employer match about $313,944 at 4% or $209,296 at 6%; with 100% employer match about $235,458 at 4% or $156,972 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-23$9,689,105$433,243$18,837iApproximate average salary by contribution assumption: employee only about $470,916 at 4% or $313,944 at 6%; with 50% employer match about $313,944 at 4% or $209,296 at 6%; with 100% employer match about $235,458 at 4% or $156,972 at 6%.
2023125$9,343,029$489,135$19,565iApproximate average salary by contribution assumption: employee only about $489,135 at 4% or $326,090 at 6%; with 50% employer match about $326,090 at 4% or $217,393 at 6%; with 100% employer match about $244,568 at 4% or $163,045 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-25$9,343,029$489,135$19,565iApproximate average salary by contribution assumption: employee only about $489,135 at 4% or $326,090 at 6%; with 50% employer match about $326,090 at 4% or $217,393 at 6%; with 100% employer match about $244,568 at 4% or $163,045 at 6%.
2022127$8,445,482$527,500$19,537iApproximate average salary by contribution assumption: employee only about $488,426 at 4% or $325,617 at 6%; with 50% employer match about $325,617 at 4% or $217,078 at 6%; with 100% employer match about $244,213 at 4% or $162,809 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-27$8,445,482$527,500$19,537iApproximate average salary by contribution assumption: employee only about $488,426 at 4% or $325,617 at 6%; with 50% employer match about $325,617 at 4% or $217,078 at 6%; with 100% employer match about $244,213 at 4% or $162,809 at 6%.
2021128$10,701,593$509,999$18,214iApproximate average salary by contribution assumption: employee only about $455,356 at 4% or $303,571 at 6%; with 50% employer match about $303,571 at 4% or $202,381 at 6%; with 100% employer match about $227,678 at 4% or $151,785 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-28$10,701,593$509,999$18,214iApproximate average salary by contribution assumption: employee only about $455,356 at 4% or $303,571 at 6%; with 50% employer match about $303,571 at 4% or $202,381 at 6%; with 100% employer match about $227,678 at 4% or $151,785 at 6%.
2020132$10,244,848$573,987$17,937iApproximate average salary by contribution assumption: employee only about $448,427 at 4% or $298,952 at 6%; with 50% employer match about $298,952 at 4% or $199,301 at 6%; with 100% employer match about $224,214 at 4% or $149,476 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-32$10,244,848$573,987$17,937iApproximate average salary by contribution assumption: employee only about $448,427 at 4% or $298,952 at 6%; with 50% employer match about $298,952 at 4% or $199,301 at 6%; with 100% employer match about $224,214 at 4% or $149,476 at 6%.
2019134$8,859,781$568,581$16,723iApproximate average salary by contribution assumption: employee only about $418,074 at 4% or $278,716 at 6%; with 50% employer match about $278,716 at 4% or $185,811 at 6%; with 100% employer match about $209,037 at 4% or $139,358 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-34$8,859,781$568,581$16,723iApproximate average salary by contribution assumption: employee only about $418,074 at 4% or $278,716 at 6%; with 50% employer match about $278,716 at 4% or $185,811 at 6%; with 100% employer match about $209,037 at 4% or $139,358 at 6%.
2018141$7,597,857$1,210,003$29,512iApproximate average salary by contribution assumption: employee only about $737,807 at 4% or $491,871 at 6%; with 50% employer match about $491,871 at 4% or $327,914 at 6%; with 100% employer match about $368,903 at 4% or $245,936 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-41$7,597,857$1,210,003$29,512iApproximate average salary by contribution assumption: employee only about $737,807 at 4% or $491,871 at 6%; with 50% employer match about $491,871 at 4% or $327,914 at 6%; with 100% employer match about $368,903 at 4% or $245,936 at 6%.
2017143$7,223,383$713,904$16,602iApproximate average salary by contribution assumption: employee only about $415,060 at 4% or $276,707 at 6%; with 50% employer match about $276,707 at 4% or $184,471 at 6%; with 100% employer match about $207,530 at 4% or $138,353 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-43$7,223,383$713,904$16,602iApproximate average salary by contribution assumption: employee only about $415,060 at 4% or $276,707 at 6%; with 50% employer match about $276,707 at 4% or $184,471 at 6%; with 100% employer match about $207,530 at 4% or $138,353 at 6%.
2016149$6,087,545$758,802$15,486iApproximate average salary by contribution assumption: employee only about $387,144 at 4% or $258,096 at 6%; with 50% employer match about $258,096 at 4% or $172,064 at 6%; with 100% employer match about $193,572 at 4% or $129,048 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-49$6,087,545$758,802$15,486iApproximate average salary by contribution assumption: employee only about $387,144 at 4% or $258,096 at 6%; with 50% employer match about $258,096 at 4% or $172,064 at 6%; with 100% employer match about $193,572 at 4% or $129,048 at 6%.
2015155$5,227,333$1,087,716$19,777iApproximate average salary by contribution assumption: employee only about $494,416 at 4% or $329,611 at 6%; with 50% employer match about $329,611 at 4% or $219,741 at 6%; with 100% employer match about $247,208 at 4% or $164,805 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-55$5,227,333$1,087,716$19,777iApproximate average salary by contribution assumption: employee only about $494,416 at 4% or $329,611 at 6%; with 50% employer match about $329,611 at 4% or $219,741 at 6%; with 100% employer match about $247,208 at 4% or $164,805 at 6%.
2014157$5,353,593$859,816$15,084iApproximate average salary by contribution assumption: employee only about $377,112 at 4% or $251,408 at 6%; with 50% employer match about $251,408 at 4% or $167,605 at 6%; with 100% employer match about $188,556 at 4% or $125,704 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-57$5,353,593$859,816$15,084iApproximate average salary by contribution assumption: employee only about $377,112 at 4% or $251,408 at 6%; with 50% employer match about $251,408 at 4% or $167,605 at 6%; with 100% employer match about $188,556 at 4% or $125,704 at 6%.
2013161$5,166,240$948,994$15,557iApproximate average salary by contribution assumption: employee only about $388,932 at 4% or $259,288 at 6%; with 50% employer match about $259,288 at 4% or $172,859 at 6%; with 100% employer match about $194,466 at 4% or $129,644 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-61$5,166,240$948,994$15,557iApproximate average salary by contribution assumption: employee only about $388,932 at 4% or $259,288 at 6%; with 50% employer match about $259,288 at 4% or $172,859 at 6%; with 100% employer match about $194,466 at 4% or $129,644 at 6%.
2012157$3,720,578$905,494$15,886iApproximate average salary by contribution assumption: employee only about $397,146 at 4% or $264,764 at 6%; with 50% employer match about $264,764 at 4% or $176,510 at 6%; with 100% employer match about $198,573 at 4% or $132,382 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-57$3,720,578$905,494$15,886iApproximate average salary by contribution assumption: employee only about $397,146 at 4% or $264,764 at 6%; with 50% employer match about $264,764 at 4% or $176,510 at 6%; with 100% employer match about $198,573 at 4% or $132,382 at 6%.
2011152$2,657,391$773,694$14,879iApproximate average salary by contribution assumption: employee only about $371,968 at 4% or $247,979 at 6%; with 50% employer match about $247,979 at 4% or $165,319 at 6%; with 100% employer match about $185,984 at 4% or $123,989 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-52$2,657,391$773,694$14,879iApproximate average salary by contribution assumption: employee only about $371,968 at 4% or $247,979 at 6%; with 50% employer match about $247,979 at 4% or $165,319 at 6%; with 100% employer match about $185,984 at 4% or $123,989 at 6%.
2010142$2,276,275$561,025$13,358iApproximate average salary by contribution assumption: employee only about $333,943 at 4% or $222,629 at 6%; with 50% employer match about $222,629 at 4% or $148,419 at 6%; with 100% employer match about $166,972 at 4% or $111,314 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-42$2,276,275$561,025$13,358iApproximate average salary by contribution assumption: employee only about $333,943 at 4% or $222,629 at 6%; with 50% employer match about $222,629 at 4% or $148,419 at 6%; with 100% employer match about $166,972 at 4% or $111,314 at 6%.
2009134$1,551,676$358,156$10,534iApproximate average salary by contribution assumption: employee only about $263,350 at 4% or $175,567 at 6%; with 50% employer match about $175,567 at 4% or $117,044 at 6%; with 100% employer match about $131,675 at 4% or $87,783 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-34$1,551,676$358,156$10,534iApproximate average salary by contribution assumption: employee only about $263,350 at 4% or $175,567 at 6%; with 50% employer match about $175,567 at 4% or $117,044 at 6%; with 100% employer match about $131,675 at 4% or $87,783 at 6%.
2008135$1,063,688$239,606$6,846iApproximate average salary by contribution assumption: employee only about $171,147 at 4% or $114,098 at 6%; with 50% employer match about $114,098 at 4% or $76,065 at 6%; with 100% employer match about $85,574 at 4% or $57,049 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-35$1,063,688$239,606$6,846iApproximate average salary by contribution assumption: employee only about $171,147 at 4% or $114,098 at 6%; with 50% employer match about $114,098 at 4% or $76,065 at 6%; with 100% employer match about $85,574 at 4% or $57,049 at 6%.
2007131$1,428,475$295,577$9,535iApproximate average salary by contribution assumption: employee only about $238,369 at 4% or $158,912 at 6%; with 50% employer match about $158,912 at 4% or $105,942 at 6%; with 100% employer match about $119,184 at 4% or $79,456 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-31$1,428,475$295,577$9,535iApproximate average salary by contribution assumption: employee only about $238,369 at 4% or $158,912 at 6%; with 50% employer match about $158,912 at 4% or $105,942 at 6%; with 100% employer match about $119,184 at 4% or $79,456 at 6%.
2006134$1,253,808$319,047$9,384iApproximate average salary by contribution assumption: employee only about $234,593 at 4% or $156,396 at 6%; with 50% employer match about $156,396 at 4% or $104,264 at 6%; with 100% employer match about $117,297 at 4% or $78,198 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-34$1,253,808$319,047$9,384iApproximate average salary by contribution assumption: employee only about $234,593 at 4% or $156,396 at 6%; with 50% employer match about $156,396 at 4% or $104,264 at 6%; with 100% employer match about $117,297 at 4% or $78,198 at 6%.
2005137$849,103$221,874$5,997iApproximate average salary by contribution assumption: employee only about $149,915 at 4% or $99,943 at 6%; with 50% employer match about $99,943 at 4% or $66,629 at 6%; with 100% employer match about $74,957 at 4% or $49,972 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-37$849,103$221,874$5,997iApproximate average salary by contribution assumption: employee only about $149,915 at 4% or $99,943 at 6%; with 50% employer match about $99,943 at 4% or $66,629 at 6%; with 100% employer match about $74,957 at 4% or $49,972 at 6%.
2004122$783,188$131,144$5,961iApproximate average salary by contribution assumption: employee only about $149,027 at 4% or $99,352 at 6%; with 50% employer match about $99,352 at 4% or $66,234 at 6%; with 100% employer match about $74,514 at 4% or $49,676 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings PlanCurrent22$783,188$131,144$5,961iApproximate average salary by contribution assumption: employee only about $149,027 at 4% or $99,352 at 6%; with 50% employer match about $99,352 at 4% or $66,234 at 6%; with 100% employer match about $74,514 at 4% or $49,676 at 6%.
2003113$654,756$92,259$7,097iApproximate average salary by contribution assumption: employee only about $177,421 at 4% or $118,281 at 6%; with 50% employer match about $118,281 at 4% or $78,854 at 6%; with 100% employer match about $88,711 at 4% or $59,140 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-13$654,756$92,259$7,097iApproximate average salary by contribution assumption: employee only about $177,421 at 4% or $118,281 at 6%; with 50% employer match about $118,281 at 4% or $78,854 at 6%; with 100% employer match about $88,711 at 4% or $59,140 at 6%.
2002112$761,799$67,199$5,600iApproximate average salary by contribution assumption: employee only about $139,998 at 4% or $93,332 at 6%; with 50% employer match about $93,332 at 4% or $62,221 at 6%; with 100% employer match about $69,999 at 4% or $46,666 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-12$761,799$67,199$5,600iApproximate average salary by contribution assumption: employee only about $139,998 at 4% or $93,332 at 6%; with 50% employer match about $93,332 at 4% or $62,221 at 6%; with 100% employer match about $69,999 at 4% or $46,666 at 6%.
2001114$1,086,724$127,675$9,120iApproximate average salary by contribution assumption: employee only about $227,991 at 4% or $151,994 at 6%; with 50% employer match about $151,994 at 4% or $101,329 at 6%; with 100% employer match about $113,996 at 4% or $75,997 at 6%.
Dag Consulting Inc. 401(K) Incentive Savings Plan-14$1,086,724$127,675$9,120iApproximate average salary by contribution assumption: employee only about $227,991 at 4% or $151,994 at 6%; with 50% employer match about $151,994 at 4% or $101,329 at 6%; with 100% employer match about $113,996 at 4% or $75,997 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037193473285
Form Id
58473768
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
4020375193473030002
Ins Broker 01 Name
BARRY PERKINS
Ins Broker 01 Street Addr
P.O. BOX 56
Ins Broker 01 City
W.BRIDGEWATER
Ins Broker 01 State
MA
Ins Broker 01 ZIP Code
023790000
Ins Broker Comm Pd 01 Amount
$2,670
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: ING LIFE INSURANCE AND ANNUITY CO
Filing Id
84037193473285
Form Id
58473768
Schedule A EIN
04-3397832
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2004-01-01
Schedule A Tax Period
20041231
Ins Carrier Name
ING LIFE INSURANCE AND ANNUITY CO
Ins Carrier EIN
71-0294708
Ins Carrier Naic Code
86509
Ins Contract Num
PH0027
Ins Prsn Covered End of year Count
26
Ins Policy From Date
2004-01-01
Ins Policy To Date
2004-12-31
Ins Broker Comm Total Amount
$2,670
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$185,996
Pension End of year Sep Account Amount
$596,192
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
4
Pension Oth Unalloc Type Text
GROUP PENSION FUNDING
Pension End Prev Bal Amount
$157,745
Pension Contribution Dep Amount
$131,147
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$5,885
Pension Transfer From Amount
$139,857
Pension Other Amount
$0
Pension Total Additions Amount
$276,889
Pension Total Bal Addn Amount
$434,634
Pension Bnfts Dsbrsd Amount
$47,090
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$201,548
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$248,638
Pension End of year Bal Amount
$185,996
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$783,188$128,432 change

Balance Sheet

Beginning and end of plan year.

Total assets$654,756$783,188Increase +$128,432 (19.62%)
Total liabilities$0$0No change $0
Net assets$654,756$783,188Increase +$128,432 (19.62%)

Contributions

Employer contributions$0
Participant contributions$131,144
Other contributions$0

Income & Expenses

Total income$175,522
Total expenses$47,090
Net income$128,432
Source fields
Schedule I source fields
Filing Id
84037193473285
Schedule I EIN
04-3397832
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2004-01-01
Schedule I Tax Period
20041231
Small plan total assets at beginning of year
$654,756
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$654,756
Small plan total assets at end of year
$783,188
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$783,188
Small plan employer contributions
$0
Small plan participant contributions
$131,144
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$44,378
Small plan total income
$175,522
Small plan total benefit distributions
$47,090
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$47,090
Small plan net income or loss
$128,432
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$1,000,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN71-0294708

Transfers

Distributed property value$0
Schedule R source fields
Payor 71-0294708
Filing Id
84037193473285
Schedule R EIN
04-3397832
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2004-01-01
Schedule R Tax Period
20041231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
71-0294708
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0