Civic Intelligence

Dahlke Financial Group

Plan context: Dahlke Financial Group 401(K) Plan

EIN 06-1136805 • Norwich, CT • 24 filings • 5 plans

53 Lafayette StreetNorwich, CT 06360
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$697,134

2021 Contributions

$961

Historical Graphs

Total Assets Over Time

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

$1,065,720$532,860$0200020122021YearValue
$697,134Latest year 2021

Participants Over Time

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

320200020112021YearValue
2Latest year 2021

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
202112$697,134$0-
Dahlke Financial Group 401(K) Plan-2$697,134--
202012$697,134$0-
Dahlke Financial Group 401(K) Plan-2$697,134--
201912$636,252$0-
Dahlke Financial Group 401(K) Plan-2$636,252--
201813$575,389$961$320iApproximate average salary by contribution assumption: employee only about $8,008 at 4% or $5,339 at 6%; with 50% employer match about $5,339 at 4% or $3,559 at 6%; with 100% employer match about $4,004 at 4% or $2,669 at 6%.
Dahlke Financial Group 401(K) Plan-3$575,389$961$320iApproximate average salary by contribution assumption: employee only about $8,008 at 4% or $5,339 at 6%; with 50% employer match about $5,339 at 4% or $3,559 at 6%; with 100% employer match about $4,004 at 4% or $2,669 at 6%.
201713$1,065,720$28,758$9,586iApproximate average salary by contribution assumption: employee only about $239,650 at 4% or $159,767 at 6%; with 50% employer match about $159,767 at 4% or $106,511 at 6%; with 100% employer match about $119,825 at 4% or $79,883 at 6%.
Dahlke Financial Group 401(K) Plan-3$1,065,720$28,758$9,586iApproximate average salary by contribution assumption: employee only about $239,650 at 4% or $159,767 at 6%; with 50% employer match about $159,767 at 4% or $106,511 at 6%; with 100% employer match about $119,825 at 4% or $79,883 at 6%.
201613$855,851$25,644$8,548iApproximate average salary by contribution assumption: employee only about $213,700 at 4% or $142,467 at 6%; with 50% employer match about $142,467 at 4% or $94,978 at 6%; with 100% employer match about $106,850 at 4% or $71,233 at 6%.
Dahlke Financial Group 401(K) Plan-3$855,851$25,644$8,548iApproximate average salary by contribution assumption: employee only about $213,700 at 4% or $142,467 at 6%; with 50% employer match about $142,467 at 4% or $94,978 at 6%; with 100% employer match about $106,850 at 4% or $71,233 at 6%.
201513$802,578$27,363$9,121iApproximate average salary by contribution assumption: employee only about $228,025 at 4% or $152,017 at 6%; with 50% employer match about $152,017 at 4% or $101,344 at 6%; with 100% employer match about $114,013 at 4% or $76,008 at 6%.
Dahlke Financial Group 401(K) Plan-3$802,578$27,363$9,121iApproximate average salary by contribution assumption: employee only about $228,025 at 4% or $152,017 at 6%; with 50% employer match about $152,017 at 4% or $101,344 at 6%; with 100% employer match about $114,013 at 4% or $76,008 at 6%.
201413$762,988$24,848$8,283iApproximate average salary by contribution assumption: employee only about $207,067 at 4% or $138,044 at 6%; with 50% employer match about $138,044 at 4% or $92,030 at 6%; with 100% employer match about $103,533 at 4% or $69,022 at 6%.
Dahlke Financial Group 401(K) Plan-3$762,988$24,848$8,283iApproximate average salary by contribution assumption: employee only about $207,067 at 4% or $138,044 at 6%; with 50% employer match about $138,044 at 4% or $92,030 at 6%; with 100% employer match about $103,533 at 4% or $69,022 at 6%.
201312$677,167$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Dahlke Financial Group 401(K) Plan-2$677,167$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201212$493,446$15,603$7,802iApproximate average salary by contribution assumption: employee only about $195,038 at 4% or $130,025 at 6%; with 50% employer match about $130,025 at 4% or $86,683 at 6%; with 100% employer match about $97,519 at 4% or $65,013 at 6%.
Dahlke Financial Group 401(K) Plan-2$493,446$15,603$7,802iApproximate average salary by contribution assumption: employee only about $195,038 at 4% or $130,025 at 6%; with 50% employer match about $130,025 at 4% or $86,683 at 6%; with 100% employer match about $97,519 at 4% or $65,013 at 6%.
201112$414,219$15,784$7,892iApproximate average salary by contribution assumption: employee only about $197,300 at 4% or $131,533 at 6%; with 50% employer match about $131,533 at 4% or $87,689 at 6%; with 100% employer match about $98,650 at 4% or $65,767 at 6%.
Dahlke Financial Group 401(K) Plan-2$414,219$15,784$7,892iApproximate average salary by contribution assumption: employee only about $197,300 at 4% or $131,533 at 6%; with 50% employer match about $131,533 at 4% or $87,689 at 6%; with 100% employer match about $98,650 at 4% or $65,767 at 6%.
201012$407,619$15,173$7,587iApproximate average salary by contribution assumption: employee only about $189,663 at 4% or $126,442 at 6%; with 50% employer match about $126,442 at 4% or $84,294 at 6%; with 100% employer match about $94,831 at 4% or $63,221 at 6%.
Dahlke Financial Group 401(K) Plan-2$407,619$15,173$7,587iApproximate average salary by contribution assumption: employee only about $189,663 at 4% or $126,442 at 6%; with 50% employer match about $126,442 at 4% or $84,294 at 6%; with 100% employer match about $94,831 at 4% or $63,221 at 6%.
200912$336,219$977$489iApproximate average salary by contribution assumption: employee only about $12,213 at 4% or $8,142 at 6%; with 50% employer match about $8,142 at 4% or $5,428 at 6%; with 100% employer match about $6,106 at 4% or $4,071 at 6%.
Dahlke Financial Group 401(K) Plan-2$336,219$977$489iApproximate average salary by contribution assumption: employee only about $12,213 at 4% or $8,142 at 6%; with 50% employer match about $8,142 at 4% or $5,428 at 6%; with 100% employer match about $6,106 at 4% or $4,071 at 6%.
200811$250,497$25,454$25,454iApproximate average salary by contribution assumption: employee only about $636,350 at 4% or $424,233 at 6%; with 50% employer match about $424,233 at 4% or $282,822 at 6%; with 100% employer match about $318,175 at 4% or $212,117 at 6%.
Dahlke Financial Group 401(K) Plan-1$250,497$25,454$25,454iApproximate average salary by contribution assumption: employee only about $636,350 at 4% or $424,233 at 6%; with 50% employer match about $424,233 at 4% or $282,822 at 6%; with 100% employer match about $318,175 at 4% or $212,117 at 6%.
200712$0$0-
Dahlke Financial Group 401(K) Plan-2---
200613$332,110$16,630$5,543iApproximate average salary by contribution assumption: employee only about $138,583 at 4% or $92,389 at 6%; with 50% employer match about $92,389 at 4% or $61,593 at 6%; with 100% employer match about $69,292 at 4% or $46,194 at 6%.
Dahlke Financial Group 401(K) Plan-3$332,110$16,630$5,543iApproximate average salary by contribution assumption: employee only about $138,583 at 4% or $92,389 at 6%; with 50% employer match about $92,389 at 4% or $61,593 at 6%; with 100% employer match about $69,292 at 4% or $46,194 at 6%.
200523$279,760$229,858$76,619iApproximate average salary by contribution assumption: employee only about $1,915,483 at 4% or $1,276,989 at 6%; with 50% employer match about $1,276,989 at 4% or $851,326 at 6%; with 100% employer match about $957,742 at 4% or $638,494 at 6%.
Dahlke Financial Group 401(K) Plan-3$279,760$229,858$76,619iApproximate average salary by contribution assumption: employee only about $1,915,483 at 4% or $1,276,989 at 6%; with 50% employer match about $1,276,989 at 4% or $851,326 at 6%; with 100% employer match about $957,742 at 4% or $638,494 at 6%.
Dahlke & Associates Profit Sharing Plan-0---
200423$236,199$27,832$9,277iApproximate average salary by contribution assumption: employee only about $231,933 at 4% or $154,622 at 6%; with 50% employer match about $154,622 at 4% or $103,081 at 6%; with 100% employer match about $115,967 at 4% or $77,311 at 6%.
Dahlke & Associates Profit Sharing Plan-3$208,367--
Dahlke Financial Group 401(K) Plan-3$27,832$27,832$9,277iApproximate average salary by contribution assumption: employee only about $231,933 at 4% or $154,622 at 6%; with 50% employer match about $154,622 at 4% or $103,081 at 6%; with 100% employer match about $115,967 at 4% or $77,311 at 6%.
200313$184,980$0-
Dahlke & Associates Profit Sharing Plan-3$184,980--
200213$139,672$0-
Dahlke & Associates Profit Sharing Plan-3$139,672--
200113$0$0-
Dahlke & Associates Profit Sharing Plan-3---
200013$145,782$30,206$10,069iApproximate average salary by contribution assumption: employee only about $251,717 at 4% or $167,811 at 6%; with 50% employer match about $167,811 at 4% or $111,874 at 6%; with 100% employer match about $125,858 at 4% or $83,906 at 6%.
Dahlke & Associates Profit Sharing Plan-3$145,782$30,206$10,069iApproximate average salary by contribution assumption: employee only about $251,717 at 4% or $167,811 at 6%; with 50% employer match about $167,811 at 4% or $111,874 at 6%; with 100% employer match about $125,858 at 4% or $83,906 at 6%.