Civic Intelligence

Bob Danielson Inc.

Plan context: Bob Danielson Inc. 401(K) Plan

EIN 20-8040889 • Fishers, IN • 20 filings • 3 plans

8100 E. 106th StreetSuite 210Fishers, IN 46038
Current Snapshot

Latest Year

2024

2024 Participants

45

2024 Assets

$5,366,751

2024 Contributions

$816,716

Historical Graphs

Total Assets Over Time

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

$5,366,751$2,683,376$0201420192024YearValue
$5,366,751Latest year 2024

Participants Over Time

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

45230201420192024YearValue
45Latest 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
2024245$5,366,751$816,716$18,149iApproximate average salary by contribution assumption: employee only about $453,731 at 4% or $302,487 at 6%; with 50% employer match about $302,487 at 4% or $201,658 at 6%; with 100% employer match about $226,866 at 4% or $151,244 at 6%.
Bob Danielson Inc. 401(K) Plan-45$3,995,871$761,716$16,927iApproximate average salary by contribution assumption: employee only about $423,176 at 4% or $282,117 at 6%; with 50% employer match about $282,117 at 4% or $188,078 at 6%; with 100% employer match about $211,588 at 4% or $141,059 at 6%.
BOB DANIELSON, INC. DBA BATTERSBY DANIELSON AZBELL CASH BALANCE PLAN-33$1,370,880$55,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
2023242$3,966,694$643,182$15,314iApproximate average salary by contribution assumption: employee only about $382,846 at 4% or $255,231 at 6%; with 50% employer match about $255,231 at 4% or $170,154 at 6%; with 100% employer match about $191,423 at 4% or $127,615 at 6%.
Bob Danielson Inc. 401(K) Plan-42$2,789,656$496,367$11,818iApproximate average salary by contribution assumption: employee only about $295,457 at 4% or $196,971 at 6%; with 50% employer match about $196,971 at 4% or $131,314 at 6%; with 100% employer match about $147,728 at 4% or $98,486 at 6%.
BOB DANIELSON, INC. DBA BATTERSBY DANIELSON AZBELL CASH BALANCE PLAN-32$1,177,038$146,815$4,588iApproximate average salary by contribution assumption: employee only about $114,699 at 4% or $76,466 at 6%; with 50% employer match about $76,466 at 4% or $50,977 at 6%; with 100% employer match about $57,350 at 4% or $38,233 at 6%.
2022239$2,859,609$417,656$10,709iApproximate average salary by contribution assumption: employee only about $267,728 at 4% or $178,485 at 6%; with 50% employer match about $178,485 at 4% or $118,990 at 6%; with 100% employer match about $133,864 at 4% or $89,243 at 6%.
Bob Danielson Inc. 401(K) Plan-39$1,940,777$417,656$10,709iApproximate average salary by contribution assumption: employee only about $267,728 at 4% or $178,485 at 6%; with 50% employer match about $178,485 at 4% or $118,990 at 6%; with 100% employer match about $133,864 at 4% or $89,243 at 6%.
BOB DANIELSON, INC. DBA BATTERSBY DANIELSON AZBELL CASH BALANCE PLAN-30$918,832$0-
2021235$2,923,499$527,898$15,083iApproximate average salary by contribution assumption: employee only about $377,070 at 4% or $251,380 at 6%; with 50% employer match about $251,380 at 4% or $167,587 at 6%; with 100% employer match about $188,535 at 4% or $125,690 at 6%.
Bob Danielson Inc. 401(K) Plan-35$1,895,121$377,898$10,797iApproximate average salary by contribution assumption: employee only about $269,927 at 4% or $179,951 at 6%; with 50% employer match about $179,951 at 4% or $119,968 at 6%; with 100% employer match about $134,964 at 4% or $89,976 at 6%.
BOB DANIELSON, INC. DBA BATTERSBY DANIELSON AZBELL CASH BALANCE PLAN-26$1,028,378$150,000$5,769iApproximate average salary by contribution assumption: employee only about $144,231 at 4% or $96,154 at 6%; with 50% employer match about $96,154 at 4% or $64,103 at 6%; with 100% employer match about $72,115 at 4% or $48,077 at 6%.
2020231$2,110,053$564,103$18,197iApproximate average salary by contribution assumption: employee only about $454,922 at 4% or $303,281 at 6%; with 50% employer match about $303,281 at 4% or $202,187 at 6%; with 100% employer match about $227,461 at 4% or $151,641 at 6%.
Bob Danielson Inc. 401(K) Plan-31$1,317,106$314,103$10,132iApproximate average salary by contribution assumption: employee only about $253,309 at 4% or $168,873 at 6%; with 50% employer match about $168,873 at 4% or $112,582 at 6%; with 100% employer match about $126,654 at 4% or $84,436 at 6%.
BOB DANIELSON, INC. DBA BATTERSBY DANIELSON AZBELL CASH BALANCE PLAN-24$792,947$250,000$10,417iApproximate average salary by contribution assumption: employee only about $260,417 at 4% or $173,611 at 6%; with 50% employer match about $173,611 at 4% or $115,741 at 6%; with 100% employer match about $130,208 at 4% or $86,806 at 6%.
2019227$1,334,787$336,611$12,467iApproximate average salary by contribution assumption: employee only about $311,677 at 4% or $207,785 at 6%; with 50% employer match about $207,785 at 4% or $138,523 at 6%; with 100% employer match about $155,838 at 4% or $103,892 at 6%.
Bob Danielson Inc. 401(K) Plan-27$842,091$226,611$8,393iApproximate average salary by contribution assumption: employee only about $209,825 at 4% or $139,883 at 6%; with 50% employer match about $139,883 at 4% or $93,256 at 6%; with 100% employer match about $104,913 at 4% or $69,942 at 6%.
BOB DANIELSON, INC. DBA BATTERSBY DANIELSON AZBELL CASH BALANCE PLAN-21$492,696$110,000$5,238iApproximate average salary by contribution assumption: employee only about $130,952 at 4% or $87,302 at 6%; with 50% employer match about $87,302 at 4% or $58,201 at 6%; with 100% employer match about $65,476 at 4% or $43,651 at 6%.
2018213$821,377$254,477$19,575iApproximate average salary by contribution assumption: employee only about $489,379 at 4% or $326,253 at 6%; with 50% employer match about $326,253 at 4% or $217,502 at 6%; with 100% employer match about $244,689 at 4% or $163,126 at 6%.
Bob Danielson Inc. 401(K) Plan-13$499,379$143,537$11,041iApproximate average salary by contribution assumption: employee only about $276,033 at 4% or $184,022 at 6%; with 50% employer match about $184,022 at 4% or $122,681 at 6%; with 100% employer match about $138,016 at 4% or $92,011 at 6%.
BOB DANIELSON, INC. DBA BATTERSBY DANIELSON AZBELL CASH BALANCE PLAN-10$321,998$110,940$11,094iApproximate average salary by contribution assumption: employee only about $277,350 at 4% or $184,900 at 6%; with 50% employer match about $184,900 at 4% or $123,267 at 6%; with 100% employer match about $138,675 at 4% or $92,450 at 6%.
2017210$615,410$221,591$22,159iApproximate average salary by contribution assumption: employee only about $553,978 at 4% or $369,318 at 6%; with 50% employer match about $369,318 at 4% or $246,212 at 6%; with 100% employer match about $276,989 at 4% or $184,659 at 6%.
Bob Danielson Inc. 401(K) Plan-10$390,098$115,691$11,569iApproximate average salary by contribution assumption: employee only about $289,228 at 4% or $192,818 at 6%; with 50% employer match about $192,818 at 4% or $128,546 at 6%; with 100% employer match about $144,614 at 4% or $96,409 at 6%.
BOB DANIELSON, INC. DBA BATTERSBY DANIELSON AZBELL CASH BALANCE PLAN-8$225,312$105,900$13,238iApproximate average salary by contribution assumption: employee only about $330,938 at 4% or $220,625 at 6%; with 50% employer match about $220,625 at 4% or $147,083 at 6%; with 100% employer match about $165,469 at 4% or $110,313 at 6%.
201629$344,917$209,464$23,274iApproximate average salary by contribution assumption: employee only about $581,844 at 4% or $387,896 at 6%; with 50% employer match about $387,896 at 4% or $258,598 at 6%; with 100% employer match about $290,922 at 4% or $193,948 at 6%.
Bob Danielson Inc. 401(K) Plan-9$239,017$103,564$11,507iApproximate average salary by contribution assumption: employee only about $287,678 at 4% or $191,785 at 6%; with 50% employer match about $191,785 at 4% or $127,857 at 6%; with 100% employer match about $143,839 at 4% or $95,893 at 6%.
BOB DANIELSON, INC. DBA BATTERSBY DANIELSON & ASSOCIATES CASH BALANCE PLAN-8$105,900$105,900$13,238iApproximate average salary by contribution assumption: employee only about $330,938 at 4% or $220,625 at 6%; with 50% employer match about $220,625 at 4% or $147,083 at 6%; with 100% employer match about $165,469 at 4% or $110,313 at 6%.
201518$123,769$43,166$5,396iApproximate average salary by contribution assumption: employee only about $134,894 at 4% or $89,929 at 6%; with 50% employer match about $89,929 at 4% or $59,953 at 6%; with 100% employer match about $67,447 at 4% or $44,965 at 6%.
Bob Danielson Inc. 401(K) Plan-8$123,769$43,166$5,396iApproximate average salary by contribution assumption: employee only about $134,894 at 4% or $89,929 at 6%; with 50% employer match about $89,929 at 4% or $59,953 at 6%; with 100% employer match about $67,447 at 4% or $44,965 at 6%.
201418$81,519$80,396$10,050iApproximate average salary by contribution assumption: employee only about $251,238 at 4% or $167,492 at 6%; with 50% employer match about $167,492 at 4% or $111,661 at 6%; with 100% employer match about $125,619 at 4% or $83,746 at 6%.
Bob Danielson Inc. 401(K) Plan-8$81,519$80,396$10,050iApproximate average salary by contribution assumption: employee only about $251,238 at 4% or $167,492 at 6%; with 50% employer match about $167,492 at 4% or $111,661 at 6%; with 100% employer match about $125,619 at 4% or $83,746 at 6%.