Duke & Associates
Plan context: Duke & Associates 401Kplan
EIN 33-0562977 • Yucaipa, CA • 17 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
7
2016 Assets
$698,615
2016 Contributions
$17,985
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $17,985 | - |
| Duke & Associates 401Kplan | - | 0 | $0 | $17,985 | - |
| 2015 | 1 | 7 | $698,615 | $31,876 | $4,554iApproximate average salary by contribution assumption: employee only about $113,843 at 4% or $75,895 at 6%; with 50% employer match about $75,895 at 4% or $50,597 at 6%; with 100% employer match about $56,921 at 4% or $37,948 at 6%. |
| Duke & Associates 401Kplan | - | 7 | $698,615 | $31,876 | $4,554iApproximate average salary by contribution assumption: employee only about $113,843 at 4% or $75,895 at 6%; with 50% employer match about $75,895 at 4% or $50,597 at 6%; with 100% employer match about $56,921 at 4% or $37,948 at 6%. |
| 2014 | 1 | 8 | $679,539 | $33,466 | $4,183iApproximate average salary by contribution assumption: employee only about $104,581 at 4% or $69,721 at 6%; with 50% employer match about $69,721 at 4% or $46,481 at 6%; with 100% employer match about $52,291 at 4% or $34,860 at 6%. |
| Duke & Associates 401Kplan | - | 8 | $679,539 | $33,466 | $4,183iApproximate average salary by contribution assumption: employee only about $104,581 at 4% or $69,721 at 6%; with 50% employer match about $69,721 at 4% or $46,481 at 6%; with 100% employer match about $52,291 at 4% or $34,860 at 6%. |
| 2013 | 1 | 9 | $688,681 | $34,796 | $3,866iApproximate average salary by contribution assumption: employee only about $96,656 at 4% or $64,437 at 6%; with 50% employer match about $64,437 at 4% or $42,958 at 6%; with 100% employer match about $48,328 at 4% or $32,219 at 6%. |
| Duke & Associates 401Kplan | - | 9 | $688,681 | $34,796 | $3,866iApproximate average salary by contribution assumption: employee only about $96,656 at 4% or $64,437 at 6%; with 50% employer match about $64,437 at 4% or $42,958 at 6%; with 100% employer match about $48,328 at 4% or $32,219 at 6%. |
| 2012 | 1 | 11 | $523,287 | $35,564 | $3,233iApproximate average salary by contribution assumption: employee only about $80,827 at 4% or $53,885 at 6%; with 50% employer match about $53,885 at 4% or $35,923 at 6%; with 100% employer match about $40,414 at 4% or $26,942 at 6%. |
| Duke & Associates 401Kplan | - | 11 | $523,287 | $35,564 | $3,233iApproximate average salary by contribution assumption: employee only about $80,827 at 4% or $53,885 at 6%; with 50% employer match about $53,885 at 4% or $35,923 at 6%; with 100% employer match about $40,414 at 4% or $26,942 at 6%. |
| 2011 | 1 | 7 | $452,487 | $36,486 | $5,212iApproximate average salary by contribution assumption: employee only about $130,307 at 4% or $86,871 at 6%; with 50% employer match about $86,871 at 4% or $57,914 at 6%; with 100% employer match about $65,154 at 4% or $43,436 at 6%. |
| Duke & Associates 401Kplan | - | 7 | $452,487 | $36,486 | $5,212iApproximate average salary by contribution assumption: employee only about $130,307 at 4% or $86,871 at 6%; with 50% employer match about $86,871 at 4% or $57,914 at 6%; with 100% employer match about $65,154 at 4% or $43,436 at 6%. |
| 2010 | 1 | 13 | $528,205 | $55,719 | $4,286iApproximate average salary by contribution assumption: employee only about $107,152 at 4% or $71,435 at 6%; with 50% employer match about $71,435 at 4% or $47,623 at 6%; with 100% employer match about $53,576 at 4% or $35,717 at 6%. |
| Duke & Associates 401Kplan | - | 13 | $528,205 | $55,719 | $4,286iApproximate average salary by contribution assumption: employee only about $107,152 at 4% or $71,435 at 6%; with 50% employer match about $71,435 at 4% or $47,623 at 6%; with 100% employer match about $53,576 at 4% or $35,717 at 6%. |
| 2009 | 1 | 14 | $423,286 | $56,016 | $4,001iApproximate average salary by contribution assumption: employee only about $100,029 at 4% or $66,686 at 6%; with 50% employer match about $66,686 at 4% or $44,457 at 6%; with 100% employer match about $50,014 at 4% or $33,343 at 6%. |
| Duke & Associates 401Kplan | - | 14 | $423,286 | $56,016 | $4,001iApproximate average salary by contribution assumption: employee only about $100,029 at 4% or $66,686 at 6%; with 50% employer match about $66,686 at 4% or $44,457 at 6%; with 100% employer match about $50,014 at 4% or $33,343 at 6%. |
| 2008 | 1 | 14 | $266,105 | $61,371 | $4,384iApproximate average salary by contribution assumption: employee only about $109,591 at 4% or $73,061 at 6%; with 50% employer match about $73,061 at 4% or $48,707 at 6%; with 100% employer match about $54,796 at 4% or $36,530 at 6%. |
| Duke & Associates 401Kplan | - | 14 | $266,105 | $61,371 | $4,384iApproximate average salary by contribution assumption: employee only about $109,591 at 4% or $73,061 at 6%; with 50% employer match about $73,061 at 4% or $48,707 at 6%; with 100% employer match about $54,796 at 4% or $36,530 at 6%. |
| 2007 | 1 | 13 | $458,243 | $64,758 | $4,981iApproximate average salary by contribution assumption: employee only about $124,535 at 4% or $83,023 at 6%; with 50% employer match about $83,023 at 4% or $55,349 at 6%; with 100% employer match about $62,267 at 4% or $41,512 at 6%. |
| Duke & Associates 401Kplan | - | 13 | $458,243 | $64,758 | $4,981iApproximate average salary by contribution assumption: employee only about $124,535 at 4% or $83,023 at 6%; with 50% employer match about $83,023 at 4% or $55,349 at 6%; with 100% employer match about $62,267 at 4% or $41,512 at 6%. |
| 2006 | 1 | 15 | $351,084 | $62,247 | $4,150iApproximate average salary by contribution assumption: employee only about $103,745 at 4% or $69,163 at 6%; with 50% employer match about $69,163 at 4% or $46,109 at 6%; with 100% employer match about $51,873 at 4% or $34,582 at 6%. |
| Duke & Associates 401Kplan | - | 15 | $351,084 | $62,247 | $4,150iApproximate average salary by contribution assumption: employee only about $103,745 at 4% or $69,163 at 6%; with 50% employer match about $69,163 at 4% or $46,109 at 6%; with 100% employer match about $51,873 at 4% or $34,582 at 6%. |
| 2005 | 1 | 17 | $257,802 | $55,060 | $3,239iApproximate average salary by contribution assumption: employee only about $80,971 at 4% or $53,980 at 6%; with 50% employer match about $53,980 at 4% or $35,987 at 6%; with 100% employer match about $40,485 at 4% or $26,990 at 6%. |
| Duke & Associates 401Kplan | - | 17 | $257,802 | $55,060 | $3,239iApproximate average salary by contribution assumption: employee only about $80,971 at 4% or $53,980 at 6%; with 50% employer match about $53,980 at 4% or $35,987 at 6%; with 100% employer match about $40,485 at 4% or $26,990 at 6%. |
| 2004 | 1 | 15 | $209,689 | $50,306 | $3,354iApproximate average salary by contribution assumption: employee only about $83,843 at 4% or $55,896 at 6%; with 50% employer match about $55,896 at 4% or $37,264 at 6%; with 100% employer match about $41,922 at 4% or $27,948 at 6%. |
| Duke & Associates 401Kplan | - | 15 | $209,689 | $50,306 | $3,354iApproximate average salary by contribution assumption: employee only about $83,843 at 4% or $55,896 at 6%; with 50% employer match about $55,896 at 4% or $37,264 at 6%; with 100% employer match about $41,922 at 4% or $27,948 at 6%. |
| 2003 | 1 | 16 | $148,604 | $55,203 | $3,450iApproximate average salary by contribution assumption: employee only about $86,255 at 4% or $57,503 at 6%; with 50% employer match about $57,503 at 4% or $38,335 at 6%; with 100% employer match about $43,127 at 4% or $28,752 at 6%. |
| Duke & Associates 401Kplan | - | 16 | $148,604 | $55,203 | $3,450iApproximate average salary by contribution assumption: employee only about $86,255 at 4% or $57,503 at 6%; with 50% employer match about $57,503 at 4% or $38,335 at 6%; with 100% employer match about $43,127 at 4% or $28,752 at 6%. |
| 2002 | 1 | 15 | $69,125 | $44,370 | $2,958iApproximate average salary by contribution assumption: employee only about $73,950 at 4% or $49,300 at 6%; with 50% employer match about $49,300 at 4% or $32,867 at 6%; with 100% employer match about $36,975 at 4% or $24,650 at 6%. |
| Duke & Associates 401Kplan | - | 15 | $69,125 | $44,370 | $2,958iApproximate average salary by contribution assumption: employee only about $73,950 at 4% or $49,300 at 6%; with 50% employer match about $49,300 at 4% or $32,867 at 6%; with 100% employer match about $36,975 at 4% or $24,650 at 6%. |
| 2001 | 1 | 11 | $0 | $0 | - |
| Duke & Associates 401Kplan | - | 11 | - | - | - |
| 2000 | 1 | 11 | $3,711 | $3,685 | $335iApproximate average salary by contribution assumption: employee only about $8,375 at 4% or $5,583 at 6%; with 50% employer match about $5,583 at 4% or $3,722 at 6%; with 100% employer match about $4,188 at 4% or $2,792 at 6%. |
| Duke & Associates 401Kplan | - | 11 | $3,711 | $3,685 | $335iApproximate average salary by contribution assumption: employee only about $8,375 at 4% or $5,583 at 6%; with 50% employer match about $5,583 at 4% or $3,722 at 6%; with 100% employer match about $4,188 at 4% or $2,792 at 6%. |