Civic Intelligence

Dgl Financial Services LLC. DBA Raymond James

Plan context: Dgl Financial Services 401(K) Plan

EIN 20-1657111 • Barberton, OH • 21 filings • 2 plans

527 W. Lake AveBarberton, OH 44203
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,350,002

2024 Contributions

$379,353

Historical Graphs

Total Assets Over Time

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

$3,350,002$1,675,001$0201020172024YearValue
$3,350,002Latest year 2024

Participants Over Time

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

740201020172024YearValue
7Latest 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
202427$3,350,002$379,353$54,193iApproximate average salary by contribution assumption: employee only about $1,354,832 at 4% or $903,221 at 6%; with 50% employer match about $903,221 at 4% or $602,148 at 6%; with 100% employer match about $677,416 at 4% or $451,611 at 6%.
Dgl Financial Services 401(K) Plan-7$2,159,434$179,353$25,622iApproximate average salary by contribution assumption: employee only about $640,546 at 4% or $427,031 at 6%; with 50% employer match about $427,031 at 4% or $284,687 at 6%; with 100% employer match about $320,273 at 4% or $213,515 at 6%.
DGL FINANCIAL SERVICES, LLC CASH BALANCE PLAN-5$1,190,568$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
202327$2,668,560$349,810$49,973iApproximate average salary by contribution assumption: employee only about $1,249,321 at 4% or $832,881 at 6%; with 50% employer match about $832,881 at 4% or $555,254 at 6%; with 100% employer match about $624,661 at 4% or $416,440 at 6%.
Dgl Financial Services 401(K) Plan-7$1,728,500$149,810$21,401iApproximate average salary by contribution assumption: employee only about $535,036 at 4% or $356,690 at 6%; with 50% employer match about $356,690 at 4% or $237,794 at 6%; with 100% employer match about $267,518 at 4% or $178,345 at 6%.
DGL FINANCIAL SERVICES, LLC CASH BALANCE PLAN-5$940,060$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
202227$2,030,127$319,840$45,691iApproximate average salary by contribution assumption: employee only about $1,142,286 at 4% or $761,524 at 6%; with 50% employer match about $761,524 at 4% or $507,683 at 6%; with 100% employer match about $571,143 at 4% or $380,762 at 6%.
Dgl Financial Services 401(K) Plan-7$1,351,958$148,914$21,273iApproximate average salary by contribution assumption: employee only about $531,836 at 4% or $354,557 at 6%; with 50% employer match about $354,557 at 4% or $236,371 at 6%; with 100% employer match about $265,918 at 4% or $177,279 at 6%.
DGL FINANCIAL SERVICES, LLC CASH BALANCE PLAN-4$678,169$170,926$42,732iApproximate average salary by contribution assumption: employee only about $1,068,288 at 4% or $712,192 at 6%; with 50% employer match about $712,192 at 4% or $474,794 at 6%; with 100% employer match about $534,144 at 4% or $356,096 at 6%.
202127$2,082,909$354,406$50,629iApproximate average salary by contribution assumption: employee only about $1,265,736 at 4% or $843,824 at 6%; with 50% employer match about $843,824 at 4% or $562,549 at 6%; with 100% employer match about $632,868 at 4% or $421,912 at 6%.
Dgl Financial Services 401(K) Plan-7$1,521,103$136,816$19,545iApproximate average salary by contribution assumption: employee only about $488,629 at 4% or $325,752 at 6%; with 50% employer match about $325,752 at 4% or $217,168 at 6%; with 100% employer match about $244,314 at 4% or $162,876 at 6%.
DGL FINANCIAL SERVICES, LLC CASH BALANCE PLAN-4$561,806$217,590$54,398iApproximate average salary by contribution assumption: employee only about $1,359,938 at 4% or $906,625 at 6%; with 50% employer match about $906,625 at 4% or $604,417 at 6%; with 100% employer match about $679,969 at 4% or $453,313 at 6%.
202026$1,569,648$314,981$52,497iApproximate average salary by contribution assumption: employee only about $1,312,421 at 4% or $874,947 at 6%; with 50% employer match about $874,947 at 4% or $583,298 at 6%; with 100% employer match about $656,210 at 4% or $437,474 at 6%.
Dgl Financial Services 401(K) Plan-6$1,235,085$132,366$22,061iApproximate average salary by contribution assumption: employee only about $551,525 at 4% or $367,683 at 6%; with 50% employer match about $367,683 at 4% or $245,122 at 6%; with 100% employer match about $275,763 at 4% or $183,842 at 6%.
DGL FINANCIAL SERVICES, LLC CASH BALANCE PLAN-4$334,563$182,615$45,654iApproximate average salary by contribution assumption: employee only about $1,141,344 at 4% or $760,896 at 6%; with 50% employer match about $760,896 at 4% or $507,264 at 6%; with 100% employer match about $570,672 at 4% or $380,448 at 6%.
201924$1,050,950$262,644$65,661iApproximate average salary by contribution assumption: employee only about $1,641,525 at 4% or $1,094,350 at 6%; with 50% employer match about $1,094,350 at 4% or $729,567 at 6%; with 100% employer match about $820,763 at 4% or $547,175 at 6%.
Dgl Financial Services 401(K) Plan-4$907,714$119,408$29,852iApproximate average salary by contribution assumption: employee only about $746,300 at 4% or $497,533 at 6%; with 50% employer match about $497,533 at 4% or $331,689 at 6%; with 100% employer match about $373,150 at 4% or $248,767 at 6%.
DGL FINANCIAL SERVICES, LLC CASH BALANCE PLAN-3$143,236$143,236$47,745iApproximate average salary by contribution assumption: employee only about $1,193,633 at 4% or $795,756 at 6%; with 50% employer match about $795,756 at 4% or $530,504 at 6%; with 100% employer match about $596,817 at 4% or $397,878 at 6%.
201814$642,631$125,724$31,431iApproximate average salary by contribution assumption: employee only about $785,775 at 4% or $523,850 at 6%; with 50% employer match about $523,850 at 4% or $349,233 at 6%; with 100% employer match about $392,888 at 4% or $261,925 at 6%.
Dgl Financial Services 401(K) Plan-4$642,631$125,724$31,431iApproximate average salary by contribution assumption: employee only about $785,775 at 4% or $523,850 at 6%; with 50% employer match about $523,850 at 4% or $349,233 at 6%; with 100% employer match about $392,888 at 4% or $261,925 at 6%.
201713$570,588$163,841$54,614iApproximate average salary by contribution assumption: employee only about $1,365,342 at 4% or $910,228 at 6%; with 50% employer match about $910,228 at 4% or $606,819 at 6%; with 100% employer match about $682,671 at 4% or $455,114 at 6%.
Dgl Financial Services 401(K) Plan-3$570,588$163,841$54,614iApproximate average salary by contribution assumption: employee only about $1,365,342 at 4% or $910,228 at 6%; with 50% employer match about $910,228 at 4% or $606,819 at 6%; with 100% employer match about $682,671 at 4% or $455,114 at 6%.
201613$337,463$56,160$18,720iApproximate average salary by contribution assumption: employee only about $468,000 at 4% or $312,000 at 6%; with 50% employer match about $312,000 at 4% or $208,000 at 6%; with 100% employer match about $234,000 at 4% or $156,000 at 6%.
Dgl Financial Services 401(K) Plan-3$337,463$56,160$18,720iApproximate average salary by contribution assumption: employee only about $468,000 at 4% or $312,000 at 6%; with 50% employer match about $312,000 at 4% or $208,000 at 6%; with 100% employer match about $234,000 at 4% or $156,000 at 6%.
201514$282,075$51,548$12,887iApproximate average salary by contribution assumption: employee only about $322,175 at 4% or $214,783 at 6%; with 50% employer match about $214,783 at 4% or $143,189 at 6%; with 100% employer match about $161,088 at 4% or $107,392 at 6%.
Dgl Financial Services 401(K) Plan-4$282,075$51,548$12,887iApproximate average salary by contribution assumption: employee only about $322,175 at 4% or $214,783 at 6%; with 50% employer match about $214,783 at 4% or $143,189 at 6%; with 100% employer match about $161,088 at 4% or $107,392 at 6%.
201413$235,143$46,779$15,593iApproximate average salary by contribution assumption: employee only about $389,825 at 4% or $259,883 at 6%; with 50% employer match about $259,883 at 4% or $173,256 at 6%; with 100% employer match about $194,913 at 4% or $129,942 at 6%.
Dgl Financial Services 401(K) Plan-3$235,143$46,779$15,593iApproximate average salary by contribution assumption: employee only about $389,825 at 4% or $259,883 at 6%; with 50% employer match about $259,883 at 4% or $173,256 at 6%; with 100% employer match about $194,913 at 4% or $129,942 at 6%.
201313$177,164$43,188$14,396iApproximate average salary by contribution assumption: employee only about $359,900 at 4% or $239,933 at 6%; with 50% employer match about $239,933 at 4% or $159,956 at 6%; with 100% employer match about $179,950 at 4% or $119,967 at 6%.
Dgl Financial Services 401(K) Plan-3$177,164$43,188$14,396iApproximate average salary by contribution assumption: employee only about $359,900 at 4% or $239,933 at 6%; with 50% employer match about $239,933 at 4% or $159,956 at 6%; with 100% employer match about $179,950 at 4% or $119,967 at 6%.
201213$110,665$41,925$13,975iApproximate average salary by contribution assumption: employee only about $349,375 at 4% or $232,917 at 6%; with 50% employer match about $232,917 at 4% or $155,278 at 6%; with 100% employer match about $174,688 at 4% or $116,458 at 6%.
Dgl Financial Services 401(K) Plan-3$110,665$41,925$13,975iApproximate average salary by contribution assumption: employee only about $349,375 at 4% or $232,917 at 6%; with 50% employer match about $232,917 at 4% or $155,278 at 6%; with 100% employer match about $174,688 at 4% or $116,458 at 6%.
201113$59,669$30,068$10,023iApproximate average salary by contribution assumption: employee only about $250,567 at 4% or $167,044 at 6%; with 50% employer match about $167,044 at 4% or $111,363 at 6%; with 100% employer match about $125,283 at 4% or $83,522 at 6%.
Dgl Financial Services 401(K) Plan-3$59,669$30,068$10,023iApproximate average salary by contribution assumption: employee only about $250,567 at 4% or $167,044 at 6%; with 50% employer match about $167,044 at 4% or $111,363 at 6%; with 100% employer match about $125,283 at 4% or $83,522 at 6%.
201013$33,794$30,631$10,210iApproximate average salary by contribution assumption: employee only about $255,258 at 4% or $170,172 at 6%; with 50% employer match about $170,172 at 4% or $113,448 at 6%; with 100% employer match about $127,629 at 4% or $85,086 at 6%.
Dgl Financial Services 401(K) Plan-3$33,794$30,631$10,210iApproximate average salary by contribution assumption: employee only about $255,258 at 4% or $170,172 at 6%; with 50% employer match about $170,172 at 4% or $113,448 at 6%; with 100% employer match about $127,629 at 4% or $85,086 at 6%.