Civic Intelligence

Dalco Financial Services

Plan context: Money Purchase Pension Plan of Dalco Financial Services

EIN 33-0190298 • Santa Ana, CA • 14 filings • 3 plans

P.O. Box 25810Santa Ana, CA 92799
Current Snapshot

Latest Year

2010

2010 Participants

3

2010 Assets

$2,328,467

2010 Contributions

$150,000

Historical Graphs

Total Assets Over Time

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

$3,485,838$1,742,919$0199920062009YearValue
$2,328,467Latest year 2009

Participants Over Time

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

31160199920042009YearValue
3Latest year 2009

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
201010$0$0-
Money Purchase Pension Plan of Dalco Financial Services-0$0$0-
200913$2,328,467$0-
Money Purchase Pension Plan of Dalco Financial Services-3$2,328,467$0-
200812$2,481,138$0-
Money Purchase Pension Plan of Dalco Financial Services-2$2,481,138--
2007121$3,485,838$0-
Profit Sharing Plan of Dalco Financial Services-21$3,485,838--
2006123$3,478,606$150,000$6,522iApproximate average salary by contribution assumption: employee only about $163,043 at 4% or $108,696 at 6%; with 50% employer match about $108,696 at 4% or $72,464 at 6%; with 100% employer match about $81,522 at 4% or $54,348 at 6%.
Profit Sharing Plan of Dalco Financial Services-23$3,478,606$150,000$6,522iApproximate average salary by contribution assumption: employee only about $163,043 at 4% or $108,696 at 6%; with 50% employer match about $108,696 at 4% or $72,464 at 6%; with 100% employer match about $81,522 at 4% or $54,348 at 6%.
2005128$3,069,653$250,000$8,929iApproximate average salary by contribution assumption: employee only about $223,214 at 4% or $148,810 at 6%; with 50% employer match about $148,810 at 4% or $99,206 at 6%; with 100% employer match about $111,607 at 4% or $74,405 at 6%.
Profit Sharing Plan of Dalco Financial Services-28$3,069,653$250,000$8,929iApproximate average salary by contribution assumption: employee only about $223,214 at 4% or $148,810 at 6%; with 50% employer match about $148,810 at 4% or $99,206 at 6%; with 100% employer match about $111,607 at 4% or $74,405 at 6%.
2004127$2,710,286$250,000$9,259iApproximate average salary by contribution assumption: employee only about $231,481 at 4% or $154,321 at 6%; with 50% employer match about $154,321 at 4% or $102,881 at 6%; with 100% employer match about $115,741 at 4% or $77,160 at 6%.
Profit Sharing Plan of Dalco Financial Services-27$2,710,286$250,000$9,259iApproximate average salary by contribution assumption: employee only about $231,481 at 4% or $154,321 at 6%; with 50% employer match about $154,321 at 4% or $102,881 at 6%; with 100% employer match about $115,741 at 4% or $77,160 at 6%.
2003124$0$0-
Profit Sharing Plan of Dalco Financial Services-24---
2002124$0$0-
Profit Sharing Plan of Dalco Financial Services-24---
2001231$1,229,654$106,784$3,445iApproximate average salary by contribution assumption: employee only about $86,116 at 4% or $57,411 at 6%; with 50% employer match about $57,411 at 4% or $38,274 at 6%; with 100% employer match about $43,058 at 4% or $28,705 at 6%.
Money Purchase Pension Plan of Dalco Financial Services-31$1,229,654$106,784$3,445iApproximate average salary by contribution assumption: employee only about $86,116 at 4% or $57,411 at 6%; with 50% employer match about $57,411 at 4% or $38,274 at 6%; with 100% employer match about $43,058 at 4% or $28,705 at 6%.
Profit Sharing Plan of Dalco Financial Services-26---
2000131$0$0-
Profit Sharing Plan of Dalco Financial Services-31---
1999231$2,144,710$85,661$2,763iApproximate average salary by contribution assumption: employee only about $69,081 at 4% or $46,054 at 6%; with 50% employer match about $46,054 at 4% or $30,703 at 6%; with 100% employer match about $34,541 at 4% or $23,027 at 6%.
Money Purchase Pension Plan of Dalco Financial Services-31$1,254,013$85,661$2,763iApproximate average salary by contribution assumption: employee only about $69,081 at 4% or $46,054 at 6%; with 50% employer match about $46,054 at 4% or $30,703 at 6%; with 100% employer match about $34,541 at 4% or $23,027 at 6%.
Profit Sharing Plan of Dalco Financial Services-31$890,697--