Civic Intelligence

Dinuzzo Index Advisors Inc.

Plan context: DINUZZO PRIVATE WEALTH CASH BALANCE PLAN

EIN 23-2934855 • Beaver, PA • 14 filings • 6 plans

1501 3rd StreetBeaver, PA 15009
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$665,706

2024 Contributions

$153,290

Historical Graphs

Total Assets Over Time

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

$665,706$332,853$0200620142024YearValue
$665,706Latest year 2024

Participants Over Time

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

20100200620132024YearValue
19Latest 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
2024119$665,706$0-
DINUZZO PRIVATE WEALTH CASH BALANCE PLAN-19$665,706$0-
2023120$624,526$153,290$7,665iApproximate average salary by contribution assumption: employee only about $191,613 at 4% or $127,742 at 6%; with 50% employer match about $127,742 at 4% or $85,161 at 6%; with 100% employer match about $95,806 at 4% or $63,871 at 6%.
DINUZZO PRIVATE WEALTH CASH BALANCE PLAN-20$624,526$153,290$7,665iApproximate average salary by contribution assumption: employee only about $191,613 at 4% or $127,742 at 6%; with 50% employer match about $127,742 at 4% or $85,161 at 6%; with 100% employer match about $95,806 at 4% or $63,871 at 6%.
2022116$426,005$167,510$10,469iApproximate average salary by contribution assumption: employee only about $261,734 at 4% or $174,490 at 6%; with 50% employer match about $174,490 at 4% or $116,326 at 6%; with 100% employer match about $130,867 at 4% or $87,245 at 6%.
DINUZZO PRIVATE WEALTH CASH BALANCE PLAN-16$426,005$167,510$10,469iApproximate average salary by contribution assumption: employee only about $261,734 at 4% or $174,490 at 6%; with 50% employer match about $174,490 at 4% or $116,326 at 6%; with 100% employer match about $130,867 at 4% or $87,245 at 6%.
2021120$264,903$154,310$7,716iApproximate average salary by contribution assumption: employee only about $192,888 at 4% or $128,592 at 6%; with 50% employer match about $128,592 at 4% or $85,728 at 6%; with 100% employer match about $96,444 at 4% or $64,296 at 6%.
DINUZZO PRIVATE WEALTH CASH BALANCE PLAN-20$264,903$154,310$7,716iApproximate average salary by contribution assumption: employee only about $192,888 at 4% or $128,592 at 6%; with 50% employer match about $128,592 at 4% or $85,728 at 6%; with 100% employer match about $96,444 at 4% or $64,296 at 6%.
2020115$108,514$108,514$7,234iApproximate average salary by contribution assumption: employee only about $180,857 at 4% or $120,571 at 6%; with 50% employer match about $120,571 at 4% or $80,381 at 6%; with 100% employer match about $90,428 at 4% or $60,286 at 6%.
Dinuzzo Index Advisors Inc. Roth 401(K) and Profit Sharing Plan-15$108,514$108,514$7,234iApproximate average salary by contribution assumption: employee only about $180,857 at 4% or $120,571 at 6%; with 50% employer match about $120,571 at 4% or $80,381 at 6%; with 100% employer match about $90,428 at 4% or $60,286 at 6%.
201510$0$0-
Dinuzzo Index Advisors Inc. Roth 401(K) and Profit Sharing Plan-0$0$0-
2014118$181,085$0-
Dinuzzo Index Advisors Inc. Roth 401(K) and Profit Sharing Plan-18$181,085--
2013118$172,186$0-
Dinuzzo Index Advisors Inc. Roth 401(K) and Profit Sharing Plan-18$172,186$0-
2012118$142,405$0-
Dinuzzo Index Advisors Inc. Roth 401(K) and Profit Sharing Plan-18$142,405$0-
2011118$124,186$0-
Dinuzzo Index Advisors Inc. Roth 401(K) and Profit Sharing Plan-18$124,186$0-
2010118$133,568$0-
Dinuzzo Index Advisors Inc. Roth 401(K) and Profit Sharing Plan-18$133,568$0-
2009119$119,721$0-
Dinuzzo Index Advisors Inc. Roth 401(K) and Profit Sharing Plan-19$119,721$0-
2007116$0$0-
Dinuzzo Index Advisors Inc. Roth 401(K) and Profit Sharing Plan-16---
200619$50,042$49,009$5,445iApproximate average salary by contribution assumption: employee only about $136,136 at 4% or $90,757 at 6%; with 50% employer match about $90,757 at 4% or $60,505 at 6%; with 100% employer match about $68,068 at 4% or $45,379 at 6%.
Dinuzzo Index Advisors Inc. Roth 401(K) and Profit Sharing Plan-9$50,042$49,009$5,445iApproximate average salary by contribution assumption: employee only about $136,136 at 4% or $90,757 at 6%; with 50% employer match about $90,757 at 4% or $60,505 at 6%; with 100% employer match about $68,068 at 4% or $45,379 at 6%.