Civic Intelligence

R. W. Dake & Company Inc.

Plan context: R W Dake & Co Inc 401(K) Plan

EIN 16-0842044 • E Rochester, NY • 28 filings • 7 plans

100 Bluff DrE Rochester, NY 14445
Current Snapshot

Latest Year

2024

2024 Participants

106

2024 Assets

$17,004,997

2024 Contributions

$1,251,037

Historical Graphs

Total Assets Over Time

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

$17,004,997$8,502,499$0199920132024YearValue
$17,004,997Latest year 2024

Participants Over Time

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

106530199920122024YearValue
106Latest 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
20242106$17,004,997$1,251,037$11,802iApproximate average salary by contribution assumption: employee only about $295,056 at 4% or $196,704 at 6%; with 50% employer match about $196,704 at 4% or $131,136 at 6%; with 100% employer match about $147,528 at 4% or $98,352 at 6%.
R W Dake & Co Inc 401(K) Plan-106$8,604,997$742,779$7,007iApproximate average salary by contribution assumption: employee only about $175,184 at 4% or $116,789 at 6%; with 50% employer match about $116,789 at 4% or $77,859 at 6%; with 100% employer match about $87,592 at 4% or $58,395 at 6%.
R. W. Dake & Co. Inc. Employee Stock Ownership Plan-90$8,400,000$508,258$5,647iApproximate average salary by contribution assumption: employee only about $141,183 at 4% or $94,122 at 6%; with 50% employer match about $94,122 at 4% or $62,748 at 6%; with 100% employer match about $70,591 at 4% or $47,061 at 6%.
2023196$6,897,484$587,803$6,123iApproximate average salary by contribution assumption: employee only about $153,074 at 4% or $102,049 at 6%; with 50% employer match about $102,049 at 4% or $68,033 at 6%; with 100% employer match about $76,537 at 4% or $51,025 at 6%.
R W Dake & Co Inc 401(K) Plan-96$6,897,484$587,803$6,123iApproximate average salary by contribution assumption: employee only about $153,074 at 4% or $102,049 at 6%; with 50% employer match about $102,049 at 4% or $68,033 at 6%; with 100% employer match about $76,537 at 4% or $51,025 at 6%.
2022166$5,246,208$762,576$11,554iApproximate average salary by contribution assumption: employee only about $288,855 at 4% or $192,570 at 6%; with 50% employer match about $192,570 at 4% or $128,380 at 6%; with 100% employer match about $144,427 at 4% or $96,285 at 6%.
R W Dake & Co Inc 401(K) Plan-66$5,246,208$762,576$11,554iApproximate average salary by contribution assumption: employee only about $288,855 at 4% or $192,570 at 6%; with 50% employer match about $192,570 at 4% or $128,380 at 6%; with 100% employer match about $144,427 at 4% or $96,285 at 6%.
2021152$5,865,767$501,910$9,652iApproximate average salary by contribution assumption: employee only about $241,303 at 4% or $160,869 at 6%; with 50% employer match about $160,869 at 4% or $107,246 at 6%; with 100% employer match about $120,651 at 4% or $80,434 at 6%.
R W Dake & Co Inc 401(K) Plan-52$5,865,767$501,910$9,652iApproximate average salary by contribution assumption: employee only about $241,303 at 4% or $160,869 at 6%; with 50% employer match about $160,869 at 4% or $107,246 at 6%; with 100% employer match about $120,651 at 4% or $80,434 at 6%.
2020154$4,710,022$578,881$10,720iApproximate average salary by contribution assumption: employee only about $268,000 at 4% or $178,667 at 6%; with 50% employer match about $178,667 at 4% or $119,111 at 6%; with 100% employer match about $134,000 at 4% or $89,333 at 6%.
R W Dake & Co Inc 401(K) Plan-54$4,710,022$578,881$10,720iApproximate average salary by contribution assumption: employee only about $268,000 at 4% or $178,667 at 6%; with 50% employer match about $178,667 at 4% or $119,111 at 6%; with 100% employer match about $134,000 at 4% or $89,333 at 6%.
2019149$3,777,102$533,370$10,885iApproximate average salary by contribution assumption: employee only about $272,128 at 4% or $181,418 at 6%; with 50% employer match about $181,418 at 4% or $120,946 at 6%; with 100% employer match about $136,064 at 4% or $90,709 at 6%.
R W Dake & Co Inc 401(K) Plan-49$3,777,102$533,370$10,885iApproximate average salary by contribution assumption: employee only about $272,128 at 4% or $181,418 at 6%; with 50% employer match about $181,418 at 4% or $120,946 at 6%; with 100% employer match about $136,064 at 4% or $90,709 at 6%.
2018122$2,672,453$346,402$15,746iApproximate average salary by contribution assumption: employee only about $393,639 at 4% or $262,426 at 6%; with 50% employer match about $262,426 at 4% or $174,951 at 6%; with 100% employer match about $196,819 at 4% or $131,213 at 6%.
R W Dake & Co Inc 401(K) Plan-22$2,672,453$346,402$15,746iApproximate average salary by contribution assumption: employee only about $393,639 at 4% or $262,426 at 6%; with 50% employer match about $262,426 at 4% or $174,951 at 6%; with 100% employer match about $196,819 at 4% or $131,213 at 6%.
2017125$3,938,051$278,338$11,134iApproximate average salary by contribution assumption: employee only about $278,338 at 4% or $185,559 at 6%; with 50% employer match about $185,559 at 4% or $123,706 at 6%; with 100% employer match about $139,169 at 4% or $92,779 at 6%.
R W Dake & Co Inc 401(K) Plan-25$3,938,051$278,338$11,134iApproximate average salary by contribution assumption: employee only about $278,338 at 4% or $185,559 at 6%; with 50% employer match about $185,559 at 4% or $123,706 at 6%; with 100% employer match about $139,169 at 4% or $92,779 at 6%.
2016122$3,175,931$228,349$10,380iApproximate average salary by contribution assumption: employee only about $259,488 at 4% or $172,992 at 6%; with 50% employer match about $172,992 at 4% or $115,328 at 6%; with 100% employer match about $129,744 at 4% or $86,496 at 6%.
R W Dake & Co Inc 401(K) Plan-22$3,175,931$228,349$10,380iApproximate average salary by contribution assumption: employee only about $259,488 at 4% or $172,992 at 6%; with 50% employer match about $172,992 at 4% or $115,328 at 6%; with 100% employer match about $129,744 at 4% or $86,496 at 6%.
2015122$2,751,750$209,121$9,506iApproximate average salary by contribution assumption: employee only about $237,638 at 4% or $158,425 at 6%; with 50% employer match about $158,425 at 4% or $105,617 at 6%; with 100% employer match about $118,819 at 4% or $79,213 at 6%.
R W Dake & Co Inc 401(K) Plan-22$2,751,750$209,121$9,506iApproximate average salary by contribution assumption: employee only about $237,638 at 4% or $158,425 at 6%; with 50% employer match about $158,425 at 4% or $105,617 at 6%; with 100% employer match about $118,819 at 4% or $79,213 at 6%.
2014118$2,636,889$184,439$10,247iApproximate average salary by contribution assumption: employee only about $256,165 at 4% or $170,777 at 6%; with 50% employer match about $170,777 at 4% or $113,851 at 6%; with 100% employer match about $128,083 at 4% or $85,388 at 6%.
R W Dake & Co Inc 401(K) Plan-18$2,636,889$184,439$10,247iApproximate average salary by contribution assumption: employee only about $256,165 at 4% or $170,777 at 6%; with 50% employer match about $170,777 at 4% or $113,851 at 6%; with 100% employer match about $128,083 at 4% or $85,388 at 6%.
2013116$2,379,190$293,510$18,344iApproximate average salary by contribution assumption: employee only about $458,609 at 4% or $305,740 at 6%; with 50% employer match about $305,740 at 4% or $203,826 at 6%; with 100% employer match about $229,305 at 4% or $152,870 at 6%.
R W Dake & Co Inc 401(K) Plan-16$2,379,190$293,510$18,344iApproximate average salary by contribution assumption: employee only about $458,609 at 4% or $305,740 at 6%; with 50% employer match about $305,740 at 4% or $203,826 at 6%; with 100% employer match about $229,305 at 4% or $152,870 at 6%.
2012116$1,720,510$198,913$12,432iApproximate average salary by contribution assumption: employee only about $310,802 at 4% or $207,201 at 6%; with 50% employer match about $207,201 at 4% or $138,134 at 6%; with 100% employer match about $155,401 at 4% or $103,601 at 6%.
R W Dake & Co Inc 401(K) Plan-16$1,720,510$198,913$12,432iApproximate average salary by contribution assumption: employee only about $310,802 at 4% or $207,201 at 6%; with 50% employer match about $207,201 at 4% or $138,134 at 6%; with 100% employer match about $155,401 at 4% or $103,601 at 6%.
2011114$1,327,408$136,572$9,755iApproximate average salary by contribution assumption: employee only about $243,879 at 4% or $162,586 at 6%; with 50% employer match about $162,586 at 4% or $108,390 at 6%; with 100% employer match about $121,939 at 4% or $81,293 at 6%.
R W Dake & Co Inc 401(K) Plan-14$1,327,408$136,572$9,755iApproximate average salary by contribution assumption: employee only about $243,879 at 4% or $162,586 at 6%; with 50% employer match about $162,586 at 4% or $108,390 at 6%; with 100% employer match about $121,939 at 4% or $81,293 at 6%.
2010115$1,235,026$81,701$5,447iApproximate average salary by contribution assumption: employee only about $136,168 at 4% or $90,779 at 6%; with 50% employer match about $90,779 at 4% or $60,519 at 6%; with 100% employer match about $68,084 at 4% or $45,389 at 6%.
R W Dake & Co Inc 401(K) Plan-15$1,235,026$81,701$5,447iApproximate average salary by contribution assumption: employee only about $136,168 at 4% or $90,779 at 6%; with 50% employer match about $90,779 at 4% or $60,519 at 6%; with 100% employer match about $68,084 at 4% or $45,389 at 6%.
2009112$1,030,872$70,778$5,898iApproximate average salary by contribution assumption: employee only about $147,454 at 4% or $98,303 at 6%; with 50% employer match about $98,303 at 4% or $65,535 at 6%; with 100% employer match about $73,727 at 4% or $49,151 at 6%.
R W Dake & Co Inc 401(K) Plan-12$1,030,872$70,778$5,898iApproximate average salary by contribution assumption: employee only about $147,454 at 4% or $98,303 at 6%; with 50% employer match about $98,303 at 4% or $65,535 at 6%; with 100% employer match about $73,727 at 4% or $49,151 at 6%.
2008113$733,810$148,383$11,414iApproximate average salary by contribution assumption: employee only about $285,352 at 4% or $190,235 at 6%; with 50% employer match about $190,235 at 4% or $126,823 at 6%; with 100% employer match about $142,676 at 4% or $95,117 at 6%.
R W Dake & Co Inc 401(K) Plan-13$733,810$148,383$11,414iApproximate average salary by contribution assumption: employee only about $285,352 at 4% or $190,235 at 6%; with 50% employer match about $190,235 at 4% or $126,823 at 6%; with 100% employer match about $142,676 at 4% or $95,117 at 6%.
2007112$0$0-
R W Dake & Co Inc 401(K) Plan-12---
200619$694,111$102,936$11,437iApproximate average salary by contribution assumption: employee only about $285,933 at 4% or $190,622 at 6%; with 50% employer match about $190,622 at 4% or $127,081 at 6%; with 100% employer match about $142,967 at 4% or $95,311 at 6%.
R W Dake & Co Inc 401(K) Plan-9$694,111$102,936$11,437iApproximate average salary by contribution assumption: employee only about $285,933 at 4% or $190,622 at 6%; with 50% employer match about $190,622 at 4% or $127,081 at 6%; with 100% employer match about $142,967 at 4% or $95,311 at 6%.
200519$527,932$59,192$6,577iApproximate average salary by contribution assumption: employee only about $164,422 at 4% or $109,615 at 6%; with 50% employer match about $109,615 at 4% or $73,077 at 6%; with 100% employer match about $82,211 at 4% or $54,807 at 6%.
R.W. Dake & Company Inc. Profit Sharing Plan-9$527,932$59,192$6,577iApproximate average salary by contribution assumption: employee only about $164,422 at 4% or $109,615 at 6%; with 50% employer match about $109,615 at 4% or $73,077 at 6%; with 100% employer match about $82,211 at 4% or $54,807 at 6%.
2004110$466,750$42,965$4,297iApproximate average salary by contribution assumption: employee only about $107,413 at 4% or $71,608 at 6%; with 50% employer match about $71,608 at 4% or $47,739 at 6%; with 100% employer match about $53,706 at 4% or $35,804 at 6%.
R.W. Dake & Company Inc. Profit Sharing Plan-10$466,750$42,965$4,297iApproximate average salary by contribution assumption: employee only about $107,413 at 4% or $71,608 at 6%; with 50% employer match about $71,608 at 4% or $47,739 at 6%; with 100% employer match about $53,706 at 4% or $35,804 at 6%.
2003111$388,817$109,129$9,921iApproximate average salary by contribution assumption: employee only about $248,020 at 4% or $165,347 at 6%; with 50% employer match about $165,347 at 4% or $110,231 at 6%; with 100% employer match about $124,010 at 4% or $82,673 at 6%.
R W Dake & Co Inc 401(K) Plan-11$388,817$109,129$9,921iApproximate average salary by contribution assumption: employee only about $248,020 at 4% or $165,347 at 6%; with 50% employer match about $165,347 at 4% or $110,231 at 6%; with 100% employer match about $124,010 at 4% or $82,673 at 6%.
200229$374,821$380,378$42,264iApproximate average salary by contribution assumption: employee only about $1,056,606 at 4% or $704,404 at 6%; with 50% employer match about $704,404 at 4% or $469,602 at 6%; with 100% employer match about $528,303 at 4% or $352,202 at 6%.
R W Dake & Co Inc 401(K) Plan-9$374,821$380,378$42,264iApproximate average salary by contribution assumption: employee only about $1,056,606 at 4% or $704,404 at 6%; with 50% employer match about $704,404 at 4% or $469,602 at 6%; with 100% employer match about $528,303 at 4% or $352,202 at 6%.
R.W. Dake & Company Inc. Profit Sharing Plan-0---
2001111$1,681,757$110,000$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%.
R.W. Dake & Company Inc. Profit Sharing Plan-11$1,681,757$110,000$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%.
2000110$0$0-
R.W. Dake & Company Inc. Profit Sharing Plan-10---
1999112$1,832,068$98,000$8,167iApproximate average salary by contribution assumption: employee only about $204,167 at 4% or $136,111 at 6%; with 50% employer match about $136,111 at 4% or $90,741 at 6%; with 100% employer match about $102,083 at 4% or $68,056 at 6%.
R.W. Dake & Company Inc. Profit Sharing Plan-12$1,832,068$98,000$8,167iApproximate average salary by contribution assumption: employee only about $204,167 at 4% or $136,111 at 6%; with 50% employer match about $136,111 at 4% or $90,741 at 6%; with 100% employer match about $102,083 at 4% or $68,056 at 6%.