Daniel H. Wagner, Assoicaites Inc
Plan context: Daniel H. Wagner, Associates Inc. Deffered Compensation Plan
EIN 23-1677707 • Exton, PA • 26 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
38
2024 Assets
$52,025,901
2024 Contributions
$909,021
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 38 | $52,025,901 | $909,021 | $23,922iApproximate average salary by contribution assumption: employee only about $598,040 at 4% or $398,693 at 6%; with 50% employer match about $398,693 at 4% or $265,796 at 6%; with 100% employer match about $299,020 at 4% or $199,347 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 38 | $52,025,901 | $909,021 | $23,922iApproximate average salary by contribution assumption: employee only about $598,040 at 4% or $398,693 at 6%; with 50% employer match about $398,693 at 4% or $265,796 at 6%; with 100% employer match about $299,020 at 4% or $199,347 at 6%. |
| 2023 | 1 | 38 | $46,091,333 | $1,075,574 | $28,305iApproximate average salary by contribution assumption: employee only about $707,614 at 4% or $471,743 at 6%; with 50% employer match about $471,743 at 4% or $314,495 at 6%; with 100% employer match about $353,807 at 4% or $235,871 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 38 | $46,091,333 | $1,075,574 | $28,305iApproximate average salary by contribution assumption: employee only about $707,614 at 4% or $471,743 at 6%; with 50% employer match about $471,743 at 4% or $314,495 at 6%; with 100% employer match about $353,807 at 4% or $235,871 at 6%. |
| 2022 | 1 | 39 | $38,836,835 | $1,050,205 | $26,928iApproximate average salary by contribution assumption: employee only about $673,208 at 4% or $448,806 at 6%; with 50% employer match about $448,806 at 4% or $299,204 at 6%; with 100% employer match about $336,604 at 4% or $224,403 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 39 | $38,836,835 | $1,050,205 | $26,928iApproximate average salary by contribution assumption: employee only about $673,208 at 4% or $448,806 at 6%; with 50% employer match about $448,806 at 4% or $299,204 at 6%; with 100% employer match about $336,604 at 4% or $224,403 at 6%. |
| 2021 | 1 | 40 | $45,994,511 | $1,118,029 | $27,951iApproximate average salary by contribution assumption: employee only about $698,768 at 4% or $465,845 at 6%; with 50% employer match about $465,845 at 4% or $310,564 at 6%; with 100% employer match about $349,384 at 4% or $232,923 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 40 | $45,994,511 | $1,118,029 | $27,951iApproximate average salary by contribution assumption: employee only about $698,768 at 4% or $465,845 at 6%; with 50% employer match about $465,845 at 4% or $310,564 at 6%; with 100% employer match about $349,384 at 4% or $232,923 at 6%. |
| 2020 | 1 | 42 | $39,797,917 | $856,611 | $20,396iApproximate average salary by contribution assumption: employee only about $509,888 at 4% or $339,925 at 6%; with 50% employer match about $339,925 at 4% or $226,617 at 6%; with 100% employer match about $254,944 at 4% or $169,963 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 42 | $39,797,917 | $856,611 | $20,396iApproximate average salary by contribution assumption: employee only about $509,888 at 4% or $339,925 at 6%; with 50% employer match about $339,925 at 4% or $226,617 at 6%; with 100% employer match about $254,944 at 4% or $169,963 at 6%. |
| 2019 | 1 | 43 | $34,553,303 | $1,300,085 | $30,235iApproximate average salary by contribution assumption: employee only about $755,863 at 4% or $503,909 at 6%; with 50% employer match about $503,909 at 4% or $335,939 at 6%; with 100% employer match about $377,932 at 4% or $251,954 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 43 | $34,553,303 | $1,300,085 | $30,235iApproximate average salary by contribution assumption: employee only about $755,863 at 4% or $503,909 at 6%; with 50% employer match about $503,909 at 4% or $335,939 at 6%; with 100% employer match about $377,932 at 4% or $251,954 at 6%. |
| 2018 | 1 | 38 | $27,621,195 | $1,116,129 | $29,372iApproximate average salary by contribution assumption: employee only about $734,295 at 4% or $489,530 at 6%; with 50% employer match about $489,530 at 4% or $326,354 at 6%; with 100% employer match about $367,148 at 4% or $244,765 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 38 | $27,621,195 | $1,116,129 | $29,372iApproximate average salary by contribution assumption: employee only about $734,295 at 4% or $489,530 at 6%; with 50% employer match about $489,530 at 4% or $326,354 at 6%; with 100% employer match about $367,148 at 4% or $244,765 at 6%. |
| 2017 | 1 | 32 | $28,058,835 | $858,330 | $26,823iApproximate average salary by contribution assumption: employee only about $670,570 at 4% or $447,047 at 6%; with 50% employer match about $447,047 at 4% or $298,031 at 6%; with 100% employer match about $335,285 at 4% or $223,523 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 32 | $28,058,835 | $858,330 | $26,823iApproximate average salary by contribution assumption: employee only about $670,570 at 4% or $447,047 at 6%; with 50% employer match about $447,047 at 4% or $298,031 at 6%; with 100% employer match about $335,285 at 4% or $223,523 at 6%. |
| 2016 | 1 | 29 | $22,797,617 | $881,054 | $30,381iApproximate average salary by contribution assumption: employee only about $759,529 at 4% or $506,353 at 6%; with 50% employer match about $506,353 at 4% or $337,569 at 6%; with 100% employer match about $379,765 at 4% or $253,176 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 29 | $22,797,617 | $881,054 | $30,381iApproximate average salary by contribution assumption: employee only about $759,529 at 4% or $506,353 at 6%; with 50% employer match about $506,353 at 4% or $337,569 at 6%; with 100% employer match about $379,765 at 4% or $253,176 at 6%. |
| 2015 | 1 | 31 | $21,736,297 | $813,094 | $26,229iApproximate average salary by contribution assumption: employee only about $655,721 at 4% or $437,147 at 6%; with 50% employer match about $437,147 at 4% or $291,432 at 6%; with 100% employer match about $327,860 at 4% or $218,574 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 31 | $21,736,297 | $813,094 | $26,229iApproximate average salary by contribution assumption: employee only about $655,721 at 4% or $437,147 at 6%; with 50% employer match about $437,147 at 4% or $291,432 at 6%; with 100% employer match about $327,860 at 4% or $218,574 at 6%. |
| 2014 | 1 | 34 | $22,598,097 | $913,248 | $26,860iApproximate average salary by contribution assumption: employee only about $671,506 at 4% or $447,671 at 6%; with 50% employer match about $447,671 at 4% or $298,447 at 6%; with 100% employer match about $335,753 at 4% or $223,835 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 34 | $22,598,097 | $913,248 | $26,860iApproximate average salary by contribution assumption: employee only about $671,506 at 4% or $447,671 at 6%; with 50% employer match about $447,671 at 4% or $298,447 at 6%; with 100% employer match about $335,753 at 4% or $223,835 at 6%. |
| 2013 | 1 | 32 | $20,862,205 | $856,957 | $26,780iApproximate average salary by contribution assumption: employee only about $669,498 at 4% or $446,332 at 6%; with 50% employer match about $446,332 at 4% or $297,555 at 6%; with 100% employer match about $334,749 at 4% or $223,166 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 32 | $20,862,205 | $856,957 | $26,780iApproximate average salary by contribution assumption: employee only about $669,498 at 4% or $446,332 at 6%; with 50% employer match about $446,332 at 4% or $297,555 at 6%; with 100% employer match about $334,749 at 4% or $223,166 at 6%. |
| 2012 | 1 | 35 | $16,280,610 | $649,716 | $18,563iApproximate average salary by contribution assumption: employee only about $464,083 at 4% or $309,389 at 6%; with 50% employer match about $309,389 at 4% or $206,259 at 6%; with 100% employer match about $232,041 at 4% or $154,694 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 35 | $16,280,610 | $649,716 | $18,563iApproximate average salary by contribution assumption: employee only about $464,083 at 4% or $309,389 at 6%; with 50% employer match about $309,389 at 4% or $206,259 at 6%; with 100% employer match about $232,041 at 4% or $154,694 at 6%. |
| 2011 | 1 | 34 | $14,345,297 | $745,312 | $21,921iApproximate average salary by contribution assumption: employee only about $548,024 at 4% or $365,349 at 6%; with 50% employer match about $365,349 at 4% or $243,566 at 6%; with 100% employer match about $274,012 at 4% or $182,675 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 34 | $14,345,297 | $745,312 | $21,921iApproximate average salary by contribution assumption: employee only about $548,024 at 4% or $365,349 at 6%; with 50% employer match about $365,349 at 4% or $243,566 at 6%; with 100% employer match about $274,012 at 4% or $182,675 at 6%. |
| 2010 | 1 | 33 | $13,750,595 | $869,564 | $26,350iApproximate average salary by contribution assumption: employee only about $658,761 at 4% or $439,174 at 6%; with 50% employer match about $439,174 at 4% or $292,782 at 6%; with 100% employer match about $329,380 at 4% or $219,587 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 33 | $13,750,595 | $869,564 | $26,350iApproximate average salary by contribution assumption: employee only about $658,761 at 4% or $439,174 at 6%; with 50% employer match about $439,174 at 4% or $292,782 at 6%; with 100% employer match about $329,380 at 4% or $219,587 at 6%. |
| 2009 | 1 | 33 | $11,689,987 | $829,955 | $25,150iApproximate average salary by contribution assumption: employee only about $628,754 at 4% or $419,169 at 6%; with 50% employer match about $419,169 at 4% or $279,446 at 6%; with 100% employer match about $314,377 at 4% or $209,585 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 33 | $11,689,987 | $829,955 | $25,150iApproximate average salary by contribution assumption: employee only about $628,754 at 4% or $419,169 at 6%; with 50% employer match about $419,169 at 4% or $279,446 at 6%; with 100% employer match about $314,377 at 4% or $209,585 at 6%. |
| 2008 | 1 | 30 | $9,001,326 | $437,636 | $14,588iApproximate average salary by contribution assumption: employee only about $364,697 at 4% or $243,131 at 6%; with 50% employer match about $243,131 at 4% or $162,087 at 6%; with 100% employer match about $182,348 at 4% or $121,566 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 30 | $9,001,326 | $437,636 | $14,588iApproximate average salary by contribution assumption: employee only about $364,697 at 4% or $243,131 at 6%; with 50% employer match about $243,131 at 4% or $162,087 at 6%; with 100% employer match about $182,348 at 4% or $121,566 at 6%. |
| 2007 | 1 | 31 | $12,891,356 | $826,424 | $26,659iApproximate average salary by contribution assumption: employee only about $666,471 at 4% or $444,314 at 6%; with 50% employer match about $444,314 at 4% or $296,209 at 6%; with 100% employer match about $333,235 at 4% or $222,157 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 31 | $12,891,356 | $826,424 | $26,659iApproximate average salary by contribution assumption: employee only about $666,471 at 4% or $444,314 at 6%; with 50% employer match about $444,314 at 4% or $296,209 at 6%; with 100% employer match about $333,235 at 4% or $222,157 at 6%. |
| 2006 | 1 | 31 | $13,173,815 | $780,885 | $25,190iApproximate average salary by contribution assumption: employee only about $629,746 at 4% or $419,831 at 6%; with 50% employer match about $419,831 at 4% or $279,887 at 6%; with 100% employer match about $314,873 at 4% or $209,915 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 31 | $13,173,815 | $780,885 | $25,190iApproximate average salary by contribution assumption: employee only about $629,746 at 4% or $419,831 at 6%; with 50% employer match about $419,831 at 4% or $279,887 at 6%; with 100% employer match about $314,873 at 4% or $209,915 at 6%. |
| 2005 | 1 | 31 | $11,654,460 | $678,739 | $21,895iApproximate average salary by contribution assumption: employee only about $547,370 at 4% or $364,913 at 6%; with 50% employer match about $364,913 at 4% or $243,276 at 6%; with 100% employer match about $273,685 at 4% or $182,457 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 31 | $11,654,460 | $678,739 | $21,895iApproximate average salary by contribution assumption: employee only about $547,370 at 4% or $364,913 at 6%; with 50% employer match about $364,913 at 4% or $243,276 at 6%; with 100% employer match about $273,685 at 4% or $182,457 at 6%. |
| 2004 | 1 | 29 | $12,225,689 | $577,488 | $19,913iApproximate average salary by contribution assumption: employee only about $497,834 at 4% or $331,890 at 6%; with 50% employer match about $331,890 at 4% or $221,260 at 6%; with 100% employer match about $248,917 at 4% or $165,945 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 29 | $12,225,689 | $577,488 | $19,913iApproximate average salary by contribution assumption: employee only about $497,834 at 4% or $331,890 at 6%; with 50% employer match about $331,890 at 4% or $221,260 at 6%; with 100% employer match about $248,917 at 4% or $165,945 at 6%. |
| 2003 | 1 | 31 | $11,430,267 | $625,087 | $20,164iApproximate average salary by contribution assumption: employee only about $504,102 at 4% or $336,068 at 6%; with 50% employer match about $336,068 at 4% or $224,046 at 6%; with 100% employer match about $252,051 at 4% or $168,034 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 31 | $11,430,267 | $625,087 | $20,164iApproximate average salary by contribution assumption: employee only about $504,102 at 4% or $336,068 at 6%; with 50% employer match about $336,068 at 4% or $224,046 at 6%; with 100% employer match about $252,051 at 4% or $168,034 at 6%. |
| 2002 | 1 | 34 | $7,925,556 | $662,466 | $19,484iApproximate average salary by contribution assumption: employee only about $487,107 at 4% or $324,738 at 6%; with 50% employer match about $324,738 at 4% or $216,492 at 6%; with 100% employer match about $243,554 at 4% or $162,369 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 34 | $7,925,556 | $662,466 | $19,484iApproximate average salary by contribution assumption: employee only about $487,107 at 4% or $324,738 at 6%; with 50% employer match about $324,738 at 4% or $216,492 at 6%; with 100% employer match about $243,554 at 4% or $162,369 at 6%. |
| 2001 | 1 | 33 | $0 | $0 | - |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 33 | - | - | - |
| 2000 | 1 | 46 | $9,998,032 | $493,190 | $10,722iApproximate average salary by contribution assumption: employee only about $268,038 at 4% or $178,692 at 6%; with 50% employer match about $178,692 at 4% or $119,128 at 6%; with 100% employer match about $134,019 at 4% or $89,346 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 46 | $9,998,032 | $493,190 | $10,722iApproximate average salary by contribution assumption: employee only about $268,038 at 4% or $178,692 at 6%; with 50% employer match about $178,692 at 4% or $119,128 at 6%; with 100% employer match about $134,019 at 4% or $89,346 at 6%. |
| 1999 | 1 | 49 | $10,670,908 | $318,004 | $6,490iApproximate average salary by contribution assumption: employee only about $162,247 at 4% or $108,165 at 6%; with 50% employer match about $108,165 at 4% or $72,110 at 6%; with 100% employer match about $81,123 at 4% or $54,082 at 6%. |
| Daniel H. Wagner, Associates Inc. Deffered Compensation Plan | - | 49 | $10,670,908 | $318,004 | $6,490iApproximate average salary by contribution assumption: employee only about $162,247 at 4% or $108,165 at 6%; with 50% employer match about $108,165 at 4% or $72,110 at 6%; with 100% employer match about $81,123 at 4% or $54,082 at 6%. |