Civic Intelligence

Dalco Financial Services Inc

Plan context: Dalco Financial Services Inc 401(K) Profit Sharing Plan & Trust

EIN 14-1851793 • Mount Vernon, NY • 11 filings • 3 plans

120 Stevens AveMount Vernon, NY 10550
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$83,498

2023 Contributions

$5,550

Historical Graphs

Total Assets Over Time

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

$83,498$41,749$0201220182023YearValue
$83,498Latest year 2023

Participants Over Time

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

630201220182023YearValue
5Latest year 2023

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
202315$83,498$5,550$1,110iApproximate average salary by contribution assumption: employee only about $27,750 at 4% or $18,500 at 6%; with 50% employer match about $18,500 at 4% or $12,333 at 6%; with 100% employer match about $13,875 at 4% or $9,250 at 6%.
Dalco Financial Services Inc 401(K) Profit Sharing Plan & Trust-5$83,498$5,550$1,110iApproximate average salary by contribution assumption: employee only about $27,750 at 4% or $18,500 at 6%; with 50% employer match about $18,500 at 4% or $12,333 at 6%; with 100% employer match about $13,875 at 4% or $9,250 at 6%.
202215$65,466$9,763$1,953iApproximate average salary by contribution assumption: employee only about $48,815 at 4% or $32,543 at 6%; with 50% employer match about $32,543 at 4% or $21,696 at 6%; with 100% employer match about $24,408 at 4% or $16,272 at 6%.
Dalco Financial Services Inc 401(K) Profit Sharing Plan & Trust-5$65,466$9,763$1,953iApproximate average salary by contribution assumption: employee only about $48,815 at 4% or $32,543 at 6%; with 50% employer match about $32,543 at 4% or $21,696 at 6%; with 100% employer match about $24,408 at 4% or $16,272 at 6%.
202115$69,195$14,530$2,906iApproximate average salary by contribution assumption: employee only about $72,650 at 4% or $48,433 at 6%; with 50% employer match about $48,433 at 4% or $32,289 at 6%; with 100% employer match about $36,325 at 4% or $24,217 at 6%.
Dalco Financial Services Inc 401(K) Profit Sharing Plan & Trust-5$69,195$14,530$2,906iApproximate average salary by contribution assumption: employee only about $72,650 at 4% or $48,433 at 6%; with 50% employer match about $48,433 at 4% or $32,289 at 6%; with 100% employer match about $36,325 at 4% or $24,217 at 6%.
202014$45,760$6,277$1,569iApproximate average salary by contribution assumption: employee only about $39,231 at 4% or $26,154 at 6%; with 50% employer match about $26,154 at 4% or $17,436 at 6%; with 100% employer match about $19,616 at 4% or $13,077 at 6%.
Dalco Financial Services Inc 401(K) Profit Sharing Plan & Trust-4$45,760$6,277$1,569iApproximate average salary by contribution assumption: employee only about $39,231 at 4% or $26,154 at 6%; with 50% employer match about $26,154 at 4% or $17,436 at 6%; with 100% employer match about $19,616 at 4% or $13,077 at 6%.
201913$31,998$2,888$963iApproximate average salary by contribution assumption: employee only about $24,067 at 4% or $16,044 at 6%; with 50% employer match about $16,044 at 4% or $10,696 at 6%; with 100% employer match about $12,033 at 4% or $8,022 at 6%.
Dalco Financial Services Inc 401(K) Profit Sharing Plan & Trust-3$31,998$2,888$963iApproximate average salary by contribution assumption: employee only about $24,067 at 4% or $16,044 at 6%; with 50% employer match about $16,044 at 4% or $10,696 at 6%; with 100% employer match about $12,033 at 4% or $8,022 at 6%.
201813$23,371$3,975$1,325iApproximate average salary by contribution assumption: employee only about $33,125 at 4% or $22,083 at 6%; with 50% employer match about $22,083 at 4% or $14,722 at 6%; with 100% employer match about $16,563 at 4% or $11,042 at 6%.
Dalco Financial Services Inc 401(K) Profit Sharing Plan & Trust-3$23,371$3,975$1,325iApproximate average salary by contribution assumption: employee only about $33,125 at 4% or $22,083 at 6%; with 50% employer match about $22,083 at 4% or $14,722 at 6%; with 100% employer match about $16,563 at 4% or $11,042 at 6%.
201713$21,049$5,655$1,885iApproximate average salary by contribution assumption: employee only about $47,125 at 4% or $31,417 at 6%; with 50% employer match about $31,417 at 4% or $20,944 at 6%; with 100% employer match about $23,563 at 4% or $15,708 at 6%.
Dalco Financial Services Inc 401(K) Profit Sharing Plan & Trust-3$21,049$5,655$1,885iApproximate average salary by contribution assumption: employee only about $47,125 at 4% or $31,417 at 6%; with 50% employer match about $31,417 at 4% or $20,944 at 6%; with 100% employer match about $23,563 at 4% or $15,708 at 6%.
201616$12,914$1,425$238iApproximate average salary by contribution assumption: employee only about $5,938 at 4% or $3,958 at 6%; with 50% employer match about $3,958 at 4% or $2,639 at 6%; with 100% employer match about $2,969 at 4% or $1,979 at 6%.
Dalco Financial Services Inc 401(K) Profit Sharing Plan & Trust-6$12,914$1,425$238iApproximate average salary by contribution assumption: employee only about $5,938 at 4% or $3,958 at 6%; with 50% employer match about $3,958 at 4% or $2,639 at 6%; with 100% employer match about $2,969 at 4% or $1,979 at 6%.
201414$10,906$528$132iApproximate average salary by contribution assumption: employee only about $3,300 at 4% or $2,200 at 6%; with 50% employer match about $2,200 at 4% or $1,467 at 6%; with 100% employer match about $1,650 at 4% or $1,100 at 6%.
Dalco Financial Services Inc 401(K) Profit Sharing Plan & Trust-4$10,906$528$132iApproximate average salary by contribution assumption: employee only about $3,300 at 4% or $2,200 at 6%; with 50% employer match about $2,200 at 4% or $1,467 at 6%; with 100% employer match about $1,650 at 4% or $1,100 at 6%.
201314$9,860$5,710$1,428iApproximate average salary by contribution assumption: employee only about $35,688 at 4% or $23,792 at 6%; with 50% employer match about $23,792 at 4% or $15,861 at 6%; with 100% employer match about $17,844 at 4% or $11,896 at 6%.
Dalco Financial Services Inc 401(K) Profit Sharing Plan & Trust-4$9,860$5,710$1,428iApproximate average salary by contribution assumption: employee only about $35,688 at 4% or $23,792 at 6%; with 50% employer match about $23,792 at 4% or $15,861 at 6%; with 100% employer match about $17,844 at 4% or $11,896 at 6%.
201212$2,988$1,995$998iApproximate average salary by contribution assumption: employee only about $24,938 at 4% or $16,625 at 6%; with 50% employer match about $16,625 at 4% or $11,083 at 6%; with 100% employer match about $12,469 at 4% or $8,313 at 6%.
Dalco Financial Services Inc 401(K) Profit Sharing Plan & Trust-2$2,988$1,995$998iApproximate average salary by contribution assumption: employee only about $24,938 at 4% or $16,625 at 6%; with 50% employer match about $16,625 at 4% or $11,083 at 6%; with 100% employer match about $12,469 at 4% or $8,313 at 6%.