Becky Dorner & Associates Inc.
Plan context: Becky Dorner & Associates Inc. 401(K) Retirement Plan and Trust
EIN 20-2065478 • Crozet, VA • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$2,586,594
2025 Contributions
$29,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $2,586,594 | $29,000 | $9,667iApproximate average salary by contribution assumption: employee only about $241,667 at 4% or $161,111 at 6%; with 50% employer match about $161,111 at 4% or $107,407 at 6%; with 100% employer match about $120,833 at 4% or $80,556 at 6%. |
| Becky Dorner & Associates Inc. 401(K) Retirement Plan and Trust | - | 3 | $2,586,594 | $29,000 | $9,667iApproximate average salary by contribution assumption: employee only about $241,667 at 4% or $161,111 at 6%; with 50% employer match about $161,111 at 4% or $107,407 at 6%; with 100% employer match about $120,833 at 4% or $80,556 at 6%. |
| 2024 | 1 | 3 | $2,412,785 | $44,600 | $14,867iApproximate average salary by contribution assumption: employee only about $371,667 at 4% or $247,778 at 6%; with 50% employer match about $247,778 at 4% or $165,185 at 6%; with 100% employer match about $185,833 at 4% or $123,889 at 6%. |
| Becky Dorner & Associates Inc. 401(K) Retirement Plan and Trust | - | 3 | $2,412,785 | $44,600 | $14,867iApproximate average salary by contribution assumption: employee only about $371,667 at 4% or $247,778 at 6%; with 50% employer match about $247,778 at 4% or $165,185 at 6%; with 100% employer match about $185,833 at 4% or $123,889 at 6%. |
| 2023 | 1 | 3 | $2,157,377 | $184,078 | $61,359iApproximate average salary by contribution assumption: employee only about $1,533,983 at 4% or $1,022,656 at 6%; with 50% employer match about $1,022,656 at 4% or $681,770 at 6%; with 100% employer match about $766,992 at 4% or $511,328 at 6%. |
| Becky Dorner & Associates Inc. 401(K) Retirement Plan and Trust | - | 3 | $2,157,377 | $184,078 | $61,359iApproximate average salary by contribution assumption: employee only about $1,533,983 at 4% or $1,022,656 at 6%; with 50% employer match about $1,022,656 at 4% or $681,770 at 6%; with 100% employer match about $766,992 at 4% or $511,328 at 6%. |
| 2022 | 1 | 2 | $1,766,981 | $34,600 | $17,300iApproximate average salary by contribution assumption: employee only about $432,500 at 4% or $288,333 at 6%; with 50% employer match about $288,333 at 4% or $192,222 at 6%; with 100% employer match about $216,250 at 4% or $144,167 at 6%. |
| Becky Dorner & Associates Inc. 401(K) Retirement Plan and Trust | - | 2 | $1,766,981 | $34,600 | $17,300iApproximate average salary by contribution assumption: employee only about $432,500 at 4% or $288,333 at 6%; with 50% employer match about $288,333 at 4% or $192,222 at 6%; with 100% employer match about $216,250 at 4% or $144,167 at 6%. |
| 2021 | 1 | 3 | $2,076,126 | $38,125 | $12,708iApproximate average salary by contribution assumption: employee only about $317,708 at 4% or $211,806 at 6%; with 50% employer match about $211,806 at 4% or $141,204 at 6%; with 100% employer match about $158,854 at 4% or $105,903 at 6%. |
| Becky Dorner & Associates Inc. 401(K) Retirement Plan and Trust | - | 3 | $2,076,126 | $38,125 | $12,708iApproximate average salary by contribution assumption: employee only about $317,708 at 4% or $211,806 at 6%; with 50% employer match about $211,806 at 4% or $141,204 at 6%; with 100% employer match about $158,854 at 4% or $105,903 at 6%. |
| 2020 | 1 | 3 | $2,231,209 | $109,295 | $36,432iApproximate average salary by contribution assumption: employee only about $910,792 at 4% or $607,194 at 6%; with 50% employer match about $607,194 at 4% or $404,796 at 6%; with 100% employer match about $455,396 at 4% or $303,597 at 6%. |
| Becky Dorner & Associates Inc. 401(K) Retirement Plan and Trust | - | 3 | $2,231,209 | $109,295 | $36,432iApproximate average salary by contribution assumption: employee only about $910,792 at 4% or $607,194 at 6%; with 50% employer match about $607,194 at 4% or $404,796 at 6%; with 100% employer match about $455,396 at 4% or $303,597 at 6%. |