Civic Intelligence

DUFFY WEALTH MANAGEMENT

Plan context: DUFFY WEALTH MANAGEMENT RETIREMENT PLAN

EIN 27-2067865 • Seattle, WA • 12 filings • 1 plans

4739 - 44th Ave. S.w., Suite ASeattle, WA 98116
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,367,209

2025 Contributions

$66,049

Historical Graphs

Total Assets Over Time

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

$1,367,209$683,605$0201420192024YearValue
$1,367,209Latest year 2024

Participants Over Time

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

630201420192024YearValue
6Latest 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
202510$0$0-
DUFFY WEALTH MANAGEMENT RETIREMENT PLAN-0$0--
202416$1,367,209$66,049$11,008iApproximate average salary by contribution assumption: employee only about $275,204 at 4% or $183,469 at 6%; with 50% employer match about $183,469 at 4% or $122,313 at 6%; with 100% employer match about $137,602 at 4% or $91,735 at 6%.
DUFFY WEALTH MANAGEMENT RETIREMENT PLAN-6$1,367,209$66,049$11,008iApproximate average salary by contribution assumption: employee only about $275,204 at 4% or $183,469 at 6%; with 50% employer match about $183,469 at 4% or $122,313 at 6%; with 100% employer match about $137,602 at 4% or $91,735 at 6%.
202316$1,141,744$59,916$9,986iApproximate average salary by contribution assumption: employee only about $249,650 at 4% or $166,433 at 6%; with 50% employer match about $166,433 at 4% or $110,956 at 6%; with 100% employer match about $124,825 at 4% or $83,217 at 6%.
DUFFY WEALTH MANAGEMENT RETIREMENT PLAN-6$1,141,744$59,916$9,986iApproximate average salary by contribution assumption: employee only about $249,650 at 4% or $166,433 at 6%; with 50% employer match about $166,433 at 4% or $110,956 at 6%; with 100% employer match about $124,825 at 4% or $83,217 at 6%.
202215$937,243$57,400$11,480iApproximate average salary by contribution assumption: employee only about $287,000 at 4% or $191,333 at 6%; with 50% employer match about $191,333 at 4% or $127,556 at 6%; with 100% employer match about $143,500 at 4% or $95,667 at 6%.
DUFFY WEALTH MANAGEMENT RETIREMENT PLAN-5$937,243$57,400$11,480iApproximate average salary by contribution assumption: employee only about $287,000 at 4% or $191,333 at 6%; with 50% employer match about $191,333 at 4% or $127,556 at 6%; with 100% employer match about $143,500 at 4% or $95,667 at 6%.
202115$1,031,520$71,142$14,228iApproximate average salary by contribution assumption: employee only about $355,710 at 4% or $237,140 at 6%; with 50% employer match about $237,140 at 4% or $158,093 at 6%; with 100% employer match about $177,855 at 4% or $118,570 at 6%.
DUFFY WEALTH MANAGEMENT RETIREMENT PLAN-5$1,031,520$71,142$14,228iApproximate average salary by contribution assumption: employee only about $355,710 at 4% or $237,140 at 6%; with 50% employer match about $237,140 at 4% or $158,093 at 6%; with 100% employer match about $177,855 at 4% or $118,570 at 6%.
202015$857,215$61,700$12,340iApproximate average salary by contribution assumption: employee only about $308,500 at 4% or $205,667 at 6%; with 50% employer match about $205,667 at 4% or $137,111 at 6%; with 100% employer match about $154,250 at 4% or $102,833 at 6%.
DUFFY WEALTH MANAGEMENT RETIREMENT PLAN-5$857,215$61,700$12,340iApproximate average salary by contribution assumption: employee only about $308,500 at 4% or $205,667 at 6%; with 50% employer match about $205,667 at 4% or $137,111 at 6%; with 100% employer match about $154,250 at 4% or $102,833 at 6%.
201915$667,302$93,276$18,655iApproximate average salary by contribution assumption: employee only about $466,380 at 4% or $310,920 at 6%; with 50% employer match about $310,920 at 4% or $207,280 at 6%; with 100% employer match about $233,190 at 4% or $155,460 at 6%.
DUFFY WEALTH MANAGEMENT RETIREMENT PLAN-5$667,302$93,276$18,655iApproximate average salary by contribution assumption: employee only about $466,380 at 4% or $310,920 at 6%; with 50% employer match about $310,920 at 4% or $207,280 at 6%; with 100% employer match about $233,190 at 4% or $155,460 at 6%.
201814$466,611$71,618$17,905iApproximate average salary by contribution assumption: employee only about $447,613 at 4% or $298,408 at 6%; with 50% employer match about $298,408 at 4% or $198,939 at 6%; with 100% employer match about $223,806 at 4% or $149,204 at 6%.
DUFFY WEALTH MANAGEMENT RETIREMENT PLAN-4$466,611$71,618$17,905iApproximate average salary by contribution assumption: employee only about $447,613 at 4% or $298,408 at 6%; with 50% employer match about $298,408 at 4% or $198,939 at 6%; with 100% employer match about $223,806 at 4% or $149,204 at 6%.
201713$417,938$64,697$21,566iApproximate average salary by contribution assumption: employee only about $539,142 at 4% or $359,428 at 6%; with 50% employer match about $359,428 at 4% or $239,619 at 6%; with 100% employer match about $269,571 at 4% or $179,714 at 6%.
DUFFY WEALTH MANAGEMENT RETIREMENT PLAN-3$417,938$64,697$21,566iApproximate average salary by contribution assumption: employee only about $539,142 at 4% or $359,428 at 6%; with 50% employer match about $359,428 at 4% or $239,619 at 6%; with 100% employer match about $269,571 at 4% or $179,714 at 6%.
201613$330,213$94,011$31,337iApproximate average salary by contribution assumption: employee only about $783,425 at 4% or $522,283 at 6%; with 50% employer match about $522,283 at 4% or $348,189 at 6%; with 100% employer match about $391,713 at 4% or $261,142 at 6%.
DUFFY WEALTH MANAGEMENT RETIREMENT PLAN-3$330,213$94,011$31,337iApproximate average salary by contribution assumption: employee only about $783,425 at 4% or $522,283 at 6%; with 50% employer match about $522,283 at 4% or $348,189 at 6%; with 100% employer match about $391,713 at 4% or $261,142 at 6%.
201513$222,951$126,178$42,059iApproximate average salary by contribution assumption: employee only about $1,051,483 at 4% or $700,989 at 6%; with 50% employer match about $700,989 at 4% or $467,326 at 6%; with 100% employer match about $525,742 at 4% or $350,494 at 6%.
DUFFY WEALTH MANAGEMENT RETIREMENT PLAN-3$222,951$126,178$42,059iApproximate average salary by contribution assumption: employee only about $1,051,483 at 4% or $700,989 at 6%; with 50% employer match about $700,989 at 4% or $467,326 at 6%; with 100% employer match about $525,742 at 4% or $350,494 at 6%.
201413$97,353$97,247$32,416iApproximate average salary by contribution assumption: employee only about $810,392 at 4% or $540,261 at 6%; with 50% employer match about $540,261 at 4% or $360,174 at 6%; with 100% employer match about $405,196 at 4% or $270,131 at 6%.
DUFFY WEALTH MANAGEMENT RETIREMENT PLAN-3$97,353$97,247$32,416iApproximate average salary by contribution assumption: employee only about $810,392 at 4% or $540,261 at 6%; with 50% employer match about $540,261 at 4% or $360,174 at 6%; with 100% employer match about $405,196 at 4% or $270,131 at 6%.