Civic Intelligence

DMB FINANCIAL, LLC

Plan context: DMB FINANCIAL 401(K) PLAN

EIN 30-0216576 • Beverly, MA • 18 filings • 2 plans

500 Cummings Center, Suite 2550Beverly, MA 01915
Current Snapshot

Latest Year

2025

2025 Participants

24

2025 Assets

$1,388,545

2025 Contributions

$52,945

Historical Graphs

Total Assets Over Time

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

$1,850,904$925,452$0200920172024YearValue
$1,388,545Latest year 2024

Participants Over Time

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

34170200720152024YearValue
24Latest 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-
DMB FINANCIAL 401(K) PLAN-0$0--
2024124$1,388,545$52,945$2,206iApproximate average salary by contribution assumption: employee only about $55,151 at 4% or $36,767 at 6%; with 50% employer match about $36,767 at 4% or $24,512 at 6%; with 100% employer match about $27,576 at 4% or $18,384 at 6%.
DMB FINANCIAL 401(K) PLAN-24$1,388,545$52,945$2,206iApproximate average salary by contribution assumption: employee only about $55,151 at 4% or $36,767 at 6%; with 50% employer match about $36,767 at 4% or $24,512 at 6%; with 100% employer match about $27,576 at 4% or $18,384 at 6%.
2023125$1,702,245$110,055$4,402iApproximate average salary by contribution assumption: employee only about $110,055 at 4% or $73,370 at 6%; with 50% employer match about $73,370 at 4% or $48,913 at 6%; with 100% employer match about $55,028 at 4% or $36,685 at 6%.
DMB FINANCIAL 401(K) PLAN-25$1,702,245$110,055$4,402iApproximate average salary by contribution assumption: employee only about $110,055 at 4% or $73,370 at 6%; with 50% employer match about $73,370 at 4% or $48,913 at 6%; with 100% employer match about $55,028 at 4% or $36,685 at 6%.
2022125$1,515,562$110,613$4,425iApproximate average salary by contribution assumption: employee only about $110,613 at 4% or $73,742 at 6%; with 50% employer match about $73,742 at 4% or $49,161 at 6%; with 100% employer match about $55,307 at 4% or $36,871 at 6%.
DMB FINANCIAL 401(K) PLAN-25$1,515,562$110,613$4,425iApproximate average salary by contribution assumption: employee only about $110,613 at 4% or $73,742 at 6%; with 50% employer match about $73,742 at 4% or $49,161 at 6%; with 100% employer match about $55,307 at 4% or $36,871 at 6%.
2021128$1,850,904$129,553$4,627iApproximate average salary by contribution assumption: employee only about $115,672 at 4% or $77,115 at 6%; with 50% employer match about $77,115 at 4% or $51,410 at 6%; with 100% employer match about $57,836 at 4% or $38,557 at 6%.
DMB FINANCIAL 401(K) PLAN-28$1,850,904$129,553$4,627iApproximate average salary by contribution assumption: employee only about $115,672 at 4% or $77,115 at 6%; with 50% employer match about $77,115 at 4% or $51,410 at 6%; with 100% employer match about $57,836 at 4% or $38,557 at 6%.
202010$1,595,479$193,011-
DMB FINANCIAL 401(K) PLAN-0$1,595,479$193,011-
201910$1,404,513$193,770-
DMB FINANCIAL 401(K) PLAN-0$1,404,513$193,770-
201810$1,002,215$176,120-
DMB FINANCIAL 401(K) PLAN-0$1,002,215$176,120-
2017126$1,012,410$186,388$7,169iApproximate average salary by contribution assumption: employee only about $179,219 at 4% or $119,479 at 6%; with 50% employer match about $119,479 at 4% or $79,653 at 6%; with 100% employer match about $89,610 at 4% or $59,740 at 6%.
DMB FINANCIAL 401(K) PLAN-26$1,012,410$186,388$7,169iApproximate average salary by contribution assumption: employee only about $179,219 at 4% or $119,479 at 6%; with 50% employer match about $119,479 at 4% or $79,653 at 6%; with 100% employer match about $89,610 at 4% or $59,740 at 6%.
2016124$707,783$41,785$1,741iApproximate average salary by contribution assumption: employee only about $43,526 at 4% or $29,017 at 6%; with 50% employer match about $29,017 at 4% or $19,345 at 6%; with 100% employer match about $21,763 at 4% or $14,509 at 6%.
DMB FINANCIAL 401(K) PLAN-24$707,783$41,785$1,741iApproximate average salary by contribution assumption: employee only about $43,526 at 4% or $29,017 at 6%; with 50% employer match about $29,017 at 4% or $19,345 at 6%; with 100% employer match about $21,763 at 4% or $14,509 at 6%.
2015122$615,459$41,332$1,879iApproximate average salary by contribution assumption: employee only about $46,968 at 4% or $31,312 at 6%; with 50% employer match about $31,312 at 4% or $20,875 at 6%; with 100% employer match about $23,484 at 4% or $15,656 at 6%.
DMB FINANCIAL 401(K) PLAN-22$615,459$41,332$1,879iApproximate average salary by contribution assumption: employee only about $46,968 at 4% or $31,312 at 6%; with 50% employer match about $31,312 at 4% or $20,875 at 6%; with 100% employer match about $23,484 at 4% or $15,656 at 6%.
2014123$613,385$42,913$1,866iApproximate average salary by contribution assumption: employee only about $46,645 at 4% or $31,096 at 6%; with 50% employer match about $31,096 at 4% or $20,731 at 6%; with 100% employer match about $23,322 at 4% or $15,548 at 6%.
DMB FINANCIAL 401(K) PLAN-23$613,385$42,913$1,866iApproximate average salary by contribution assumption: employee only about $46,645 at 4% or $31,096 at 6%; with 50% employer match about $31,096 at 4% or $20,731 at 6%; with 100% employer match about $23,322 at 4% or $15,548 at 6%.
2013123$557,425$31,892$1,387iApproximate average salary by contribution assumption: employee only about $34,665 at 4% or $23,110 at 6%; with 50% employer match about $23,110 at 4% or $15,407 at 6%; with 100% employer match about $17,333 at 4% or $11,555 at 6%.
DMB FINANCIAL 401(K) PLAN-23$557,425$31,892$1,387iApproximate average salary by contribution assumption: employee only about $34,665 at 4% or $23,110 at 6%; with 50% employer match about $23,110 at 4% or $15,407 at 6%; with 100% employer match about $17,333 at 4% or $11,555 at 6%.
2012128$472,574$71,290$2,546iApproximate average salary by contribution assumption: employee only about $63,652 at 4% or $42,435 at 6%; with 50% employer match about $42,435 at 4% or $28,290 at 6%; with 100% employer match about $31,826 at 4% or $21,217 at 6%.
DMB FINANCIAL 401(K) PLAN-28$472,574$71,290$2,546iApproximate average salary by contribution assumption: employee only about $63,652 at 4% or $42,435 at 6%; with 50% employer match about $42,435 at 4% or $28,290 at 6%; with 100% employer match about $31,826 at 4% or $21,217 at 6%.
2011125$366,736$32,545$1,302iApproximate average salary by contribution assumption: employee only about $32,545 at 4% or $21,697 at 6%; with 50% employer match about $21,697 at 4% or $14,464 at 6%; with 100% employer match about $16,273 at 4% or $10,848 at 6%.
DMB FINANCIAL 401(K) PLAN-25$366,736$32,545$1,302iApproximate average salary by contribution assumption: employee only about $32,545 at 4% or $21,697 at 6%; with 50% employer match about $21,697 at 4% or $14,464 at 6%; with 100% employer match about $16,273 at 4% or $10,848 at 6%.
2010132$465,121$50,627$1,582iApproximate average salary by contribution assumption: employee only about $39,552 at 4% or $26,368 at 6%; with 50% employer match about $26,368 at 4% or $17,579 at 6%; with 100% employer match about $19,776 at 4% or $13,184 at 6%.
DMB FINANCIAL 401(K) PLAN-32$465,121$50,627$1,582iApproximate average salary by contribution assumption: employee only about $39,552 at 4% or $26,368 at 6%; with 50% employer match about $26,368 at 4% or $17,579 at 6%; with 100% employer match about $19,776 at 4% or $13,184 at 6%.
200910$587,718$169,699-
DMB FINANCIAL 401(K) PLAN-0$587,718$169,699-
2007134$0$0-
DMB FINANCIAL 401K PLAN-34---
DMB FINANCIAL, LLC | EIN 30-0216576 | 2025 Form 5500 Company Profile