Civic Intelligence

Doelman Fincl. Advisory & Wealth Mgmt.

Plan context: Doelman Fincl. Advisory & Wealth Mgmt. 401K Plan

EIN 26-4005241 • Sioux Center, IA • 12 filings • 2 plans

209 S. Main Ave.Sioux Center, IA 51250
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$814,582

2024 Contributions

$78,599

Historical Graphs

Total Assets Over Time

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

$814,582$407,291$0201320192024YearValue
$814,582Latest year 2024

Participants Over Time

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

320201320192024YearValue
3Latest 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
202413$814,582$78,599$26,200iApproximate average salary by contribution assumption: employee only about $654,992 at 4% or $436,661 at 6%; with 50% employer match about $436,661 at 4% or $291,107 at 6%; with 100% employer match about $327,496 at 4% or $218,331 at 6%.
Doelman Fincl. Advisory & Wealth Mgmt. 401K Plan-3$814,582$78,599$26,200iApproximate average salary by contribution assumption: employee only about $654,992 at 4% or $436,661 at 6%; with 50% employer match about $436,661 at 4% or $291,107 at 6%; with 100% employer match about $327,496 at 4% or $218,331 at 6%.
202312$646,845$59,940$29,970iApproximate average salary by contribution assumption: employee only about $749,250 at 4% or $499,500 at 6%; with 50% employer match about $499,500 at 4% or $333,000 at 6%; with 100% employer match about $374,625 at 4% or $249,750 at 6%.
Doelman Fincl. Advisory & Wealth Mgmt. 401K Plan-2$646,845$59,940$29,970iApproximate average salary by contribution assumption: employee only about $749,250 at 4% or $499,500 at 6%; with 50% employer match about $499,500 at 4% or $333,000 at 6%; with 100% employer match about $374,625 at 4% or $249,750 at 6%.
202212$482,042$58,321$29,161iApproximate average salary by contribution assumption: employee only about $729,013 at 4% or $486,008 at 6%; with 50% employer match about $486,008 at 4% or $324,006 at 6%; with 100% employer match about $364,506 at 4% or $243,004 at 6%.
Doelman Fincl. Advisory & Wealth Mgmt. 401K Plan-2$482,042$58,321$29,161iApproximate average salary by contribution assumption: employee only about $729,013 at 4% or $486,008 at 6%; with 50% employer match about $486,008 at 4% or $324,006 at 6%; with 100% employer match about $364,506 at 4% or $243,004 at 6%.
202112$520,005$55,025$27,513iApproximate average salary by contribution assumption: employee only about $687,813 at 4% or $458,542 at 6%; with 50% employer match about $458,542 at 4% or $305,694 at 6%; with 100% employer match about $343,906 at 4% or $229,271 at 6%.
Doelman Fincl. Advisory & Wealth Mgmt. 401K Plan-2$520,005$55,025$27,513iApproximate average salary by contribution assumption: employee only about $687,813 at 4% or $458,542 at 6%; with 50% employer match about $458,542 at 4% or $305,694 at 6%; with 100% employer match about $343,906 at 4% or $229,271 at 6%.
202012$386,529$49,828$24,914iApproximate average salary by contribution assumption: employee only about $622,850 at 4% or $415,233 at 6%; with 50% employer match about $415,233 at 4% or $276,822 at 6%; with 100% employer match about $311,425 at 4% or $207,617 at 6%.
Doelman Fincl. Advisory & Wealth Mgmt. 401K Plan-2$386,529$49,828$24,914iApproximate average salary by contribution assumption: employee only about $622,850 at 4% or $415,233 at 6%; with 50% employer match about $415,233 at 4% or $276,822 at 6%; with 100% employer match about $311,425 at 4% or $207,617 at 6%.
201912$280,248$31,433$15,717iApproximate average salary by contribution assumption: employee only about $392,913 at 4% or $261,942 at 6%; with 50% employer match about $261,942 at 4% or $174,628 at 6%; with 100% employer match about $196,456 at 4% or $130,971 at 6%.
Doelman Fincl. Advisory & Wealth Mgmt. 401K Plan-2$280,248$31,433$15,717iApproximate average salary by contribution assumption: employee only about $392,913 at 4% or $261,942 at 6%; with 50% employer match about $261,942 at 4% or $174,628 at 6%; with 100% employer match about $196,456 at 4% or $130,971 at 6%.
201812$191,622$61,011$30,506iApproximate average salary by contribution assumption: employee only about $762,638 at 4% or $508,425 at 6%; with 50% employer match about $508,425 at 4% or $338,950 at 6%; with 100% employer match about $381,319 at 4% or $254,213 at 6%.
Doelman Fincl. Advisory & Wealth Mgmt. 401K Plan-2$191,622$61,011$30,506iApproximate average salary by contribution assumption: employee only about $762,638 at 4% or $508,425 at 6%; with 50% employer match about $508,425 at 4% or $338,950 at 6%; with 100% employer match about $381,319 at 4% or $254,213 at 6%.
201712$148,571$37,570$18,785iApproximate average salary by contribution assumption: employee only about $469,625 at 4% or $313,083 at 6%; with 50% employer match about $313,083 at 4% or $208,722 at 6%; with 100% employer match about $234,813 at 4% or $156,542 at 6%.
Doelman Fincl. Advisory & Wealth Mgmt. 401K Plan-2$148,571$37,570$18,785iApproximate average salary by contribution assumption: employee only about $469,625 at 4% or $313,083 at 6%; with 50% employer match about $313,083 at 4% or $208,722 at 6%; with 100% employer match about $234,813 at 4% or $156,542 at 6%.
201612$87,383$37,757$18,879iApproximate average salary by contribution assumption: employee only about $471,963 at 4% or $314,642 at 6%; with 50% employer match about $314,642 at 4% or $209,761 at 6%; with 100% employer match about $235,981 at 4% or $157,321 at 6%.
Doelman Fincl. Advisory & Wealth Mgmt. 401K Plan-2$87,383$37,757$18,879iApproximate average salary by contribution assumption: employee only about $471,963 at 4% or $314,642 at 6%; with 50% employer match about $314,642 at 4% or $209,761 at 6%; with 100% employer match about $235,981 at 4% or $157,321 at 6%.
201512$41,799$28,263$14,132iApproximate average salary by contribution assumption: employee only about $353,288 at 4% or $235,525 at 6%; with 50% employer match about $235,525 at 4% or $157,017 at 6%; with 100% employer match about $176,644 at 4% or $117,763 at 6%.
Doelman Fincl. Advisory & Wealth Mgmt. 401K Plan-2$41,799$28,263$14,132iApproximate average salary by contribution assumption: employee only about $353,288 at 4% or $235,525 at 6%; with 50% employer match about $235,525 at 4% or $157,017 at 6%; with 100% employer match about $176,644 at 4% or $117,763 at 6%.
201412$14,698$10,796$5,398iApproximate average salary by contribution assumption: employee only about $134,950 at 4% or $89,967 at 6%; with 50% employer match about $89,967 at 4% or $59,978 at 6%; with 100% employer match about $67,475 at 4% or $44,983 at 6%.
Doelman Fincl. Advisory & Wealth Mgmt. 401K Plan-2$14,698$10,796$5,398iApproximate average salary by contribution assumption: employee only about $134,950 at 4% or $89,967 at 6%; with 50% employer match about $89,967 at 4% or $59,978 at 6%; with 100% employer match about $67,475 at 4% or $44,983 at 6%.
201312$3,837$3,549$1,775iApproximate average salary by contribution assumption: employee only about $44,363 at 4% or $29,575 at 6%; with 50% employer match about $29,575 at 4% or $19,717 at 6%; with 100% employer match about $22,181 at 4% or $14,788 at 6%.
Doelman Fincl. Advisory & Wealth Mgmt. 401K Plan-2$3,837$3,549$1,775iApproximate average salary by contribution assumption: employee only about $44,363 at 4% or $29,575 at 6%; with 50% employer match about $29,575 at 4% or $19,717 at 6%; with 100% employer match about $22,181 at 4% or $14,788 at 6%.