Civic Intelligence

Daniel T. Austria and Associates

Plan context: Daniel T. Austria and Associates 401(K) Profit Sharing Plan and Trust

EIN 34-1917355 • Beavercreek, OH • 22 filings • 2 plans

4044 North Emerald CourtBeavercreek, OH 45430
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$7,331,030

2025 Contributions

$299,402

Historical Graphs

Total Assets Over Time

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

$7,331,030$3,665,515$0201520202025YearValue
$7,331,030Latest year 2025

Participants Over Time

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

420201520202025YearValue
4Latest year 2025

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
202524$7,331,030$299,402$74,851iApproximate average salary by contribution assumption: employee only about $1,871,263 at 4% or $1,247,508 at 6%; with 50% employer match about $1,247,508 at 4% or $831,672 at 6%; with 100% employer match about $935,631 at 4% or $623,754 at 6%.
Daniel T. Austria and Associates 401(K) Profit Sharing Plan and Trust-4$4,326,060$99,402$24,851iApproximate average salary by contribution assumption: employee only about $621,263 at 4% or $414,175 at 6%; with 50% employer match about $414,175 at 4% or $276,117 at 6%; with 100% employer match about $310,631 at 4% or $207,088 at 6%.
DANIEL T. AUSTRIA AND ASSOCIATES CASH BALANCE PENSION PLAN AND TRUST-0$3,004,970$200,000-
202423$6,041,762$322,818$107,606iApproximate average salary by contribution assumption: employee only about $2,690,150 at 4% or $1,793,433 at 6%; with 50% employer match about $1,793,433 at 4% or $1,195,622 at 6%; with 100% employer match about $1,345,075 at 4% or $896,717 at 6%.
Daniel T. Austria and Associates 401(K) Profit Sharing Plan and Trust-3$3,463,942$99,343$33,114iApproximate average salary by contribution assumption: employee only about $827,858 at 4% or $551,906 at 6%; with 50% employer match about $551,906 at 4% or $367,937 at 6%; with 100% employer match about $413,929 at 4% or $275,953 at 6%.
DANIEL T. AUSTRIA AND ASSOCIATES CASH BALANCE PENSION PLAN AND TRUST-3$2,577,820$223,475$74,492iApproximate average salary by contribution assumption: employee only about $1,862,292 at 4% or $1,241,528 at 6%; with 50% employer match about $1,241,528 at 4% or $827,685 at 6%; with 100% employer match about $931,146 at 4% or $620,764 at 6%.
202323$4,565,982$1,726,683$575,561iApproximate average salary by contribution assumption: employee only about $14,389,025 at 4% or $9,592,683 at 6%; with 50% employer match about $9,592,683 at 4% or $6,395,122 at 6%; with 100% employer match about $7,194,513 at 4% or $4,796,342 at 6%.
Daniel T. Austria and Associates 401(K) Profit Sharing Plan and Trust-3$2,445,134$1,439,888$479,963iApproximate average salary by contribution assumption: employee only about $11,999,067 at 4% or $7,999,378 at 6%; with 50% employer match about $7,999,378 at 4% or $5,332,919 at 6%; with 100% employer match about $5,999,533 at 4% or $3,999,689 at 6%.
DANIEL T. AUSTRIA AND ASSOCIATES CASH BALANCE PENSION PLAN AND TRUST-3$2,120,848$286,795$95,598iApproximate average salary by contribution assumption: employee only about $2,389,958 at 4% or $1,593,306 at 6%; with 50% employer match about $1,593,306 at 4% or $1,062,204 at 6%; with 100% employer match about $1,194,979 at 4% or $796,653 at 6%.
202223$2,410,470$326,162$108,721iApproximate average salary by contribution assumption: employee only about $2,718,017 at 4% or $1,812,011 at 6%; with 50% employer match about $1,812,011 at 4% or $1,208,007 at 6%; with 100% employer match about $1,359,008 at 4% or $906,006 at 6%.
DANIEL T. AUSTRIA AND ASSOCIATES CASH BALANCE PENSION PLAN AND TRUST-3$1,786,655$249,316$83,105iApproximate average salary by contribution assumption: employee only about $2,077,633 at 4% or $1,385,089 at 6%; with 50% employer match about $1,385,089 at 4% or $923,393 at 6%; with 100% employer match about $1,038,817 at 4% or $692,544 at 6%.
Daniel T. Austria and Associates 401(K) Profit Sharing Plan and Trust-3$623,815$76,846$25,615iApproximate average salary by contribution assumption: employee only about $640,383 at 4% or $426,922 at 6%; with 50% employer match about $426,922 at 4% or $284,615 at 6%; with 100% employer match about $320,192 at 4% or $213,461 at 6%.
202122$2,408,792$400,746$200,373iApproximate average salary by contribution assumption: employee only about $5,009,325 at 4% or $3,339,550 at 6%; with 50% employer match about $3,339,550 at 4% or $2,226,367 at 6%; with 100% employer match about $2,504,663 at 4% or $1,669,775 at 6%.
DANIEL T. AUSTRIA AND ASSOCIATES CASH BALANCE PENSION PLAN AND TRUST-2$1,672,456$333,155$166,578iApproximate average salary by contribution assumption: employee only about $4,164,438 at 4% or $2,776,292 at 6%; with 50% employer match about $2,776,292 at 4% or $1,850,861 at 6%; with 100% employer match about $2,082,219 at 4% or $1,388,146 at 6%.
Daniel T. Austria and Associates 401(K) Profit Sharing Plan and Trust-2$736,336$67,591$33,796iApproximate average salary by contribution assumption: employee only about $844,888 at 4% or $563,258 at 6%; with 50% employer match about $563,258 at 4% or $375,506 at 6%; with 100% employer match about $422,444 at 4% or $281,629 at 6%.
202022$1,862,218$244,522$122,261iApproximate average salary by contribution assumption: employee only about $3,056,525 at 4% or $2,037,683 at 6%; with 50% employer match about $2,037,683 at 4% or $1,358,456 at 6%; with 100% employer match about $1,528,263 at 4% or $1,018,842 at 6%.
DANIEL T. AUSTRIA AND ASSOCIATES CASH BALANCE PENSION PLAN AND TRUST-2$1,295,224$179,393$89,697iApproximate average salary by contribution assumption: employee only about $2,242,413 at 4% or $1,494,942 at 6%; with 50% employer match about $1,494,942 at 4% or $996,628 at 6%; with 100% employer match about $1,121,206 at 4% or $747,471 at 6%.
Daniel T. Austria and Associates 401(K) Profit Sharing Plan and Trust-2$566,994$65,129$32,565iApproximate average salary by contribution assumption: employee only about $814,113 at 4% or $542,742 at 6%; with 50% employer match about $542,742 at 4% or $361,828 at 6%; with 100% employer match about $407,056 at 4% or $271,371 at 6%.
201922$1,367,050$238,080$119,040iApproximate average salary by contribution assumption: employee only about $2,976,000 at 4% or $1,984,000 at 6%; with 50% employer match about $1,984,000 at 4% or $1,322,667 at 6%; with 100% employer match about $1,488,000 at 4% or $992,000 at 6%.
DANIEL T. AUSTRIA AND ASSOCIATES CASH BALANCE PENSION PLAN AND TRUST-1$1,025,514$175,560$175,560iApproximate average salary by contribution assumption: employee only about $4,389,000 at 4% or $2,926,000 at 6%; with 50% employer match about $2,926,000 at 4% or $1,950,667 at 6%; with 100% employer match about $2,194,500 at 4% or $1,463,000 at 6%.
Daniel T. Austria and Associates 401(K) Profit Sharing Plan and Trust-2$341,536$62,520$31,260iApproximate average salary by contribution assumption: employee only about $781,500 at 4% or $521,000 at 6%; with 50% employer match about $521,000 at 4% or $347,333 at 6%; with 100% employer match about $390,750 at 4% or $260,500 at 6%.
201822$1,006,488$285,094$142,547iApproximate average salary by contribution assumption: employee only about $3,563,675 at 4% or $2,375,783 at 6%; with 50% employer match about $2,375,783 at 4% or $1,583,856 at 6%; with 100% employer match about $1,781,838 at 4% or $1,187,892 at 6%.
DANIEL T. AUSTRIA AND ASSOCIATES CASH BALANCE PENSION PLAN AND TRUST-2$736,442$213,859$106,930iApproximate average salary by contribution assumption: employee only about $2,673,238 at 4% or $1,782,158 at 6%; with 50% employer match about $1,782,158 at 4% or $1,188,106 at 6%; with 100% employer match about $1,336,619 at 4% or $891,079 at 6%.
Daniel T. Austria and Associates 401(K) Profit Sharing Plan and Trust-2$270,046$71,235$35,618iApproximate average salary by contribution assumption: employee only about $890,438 at 4% or $593,625 at 6%; with 50% employer match about $593,625 at 4% or $395,750 at 6%; with 100% employer match about $445,219 at 4% or $296,813 at 6%.
201723$781,691$251,543$83,848iApproximate average salary by contribution assumption: employee only about $2,096,192 at 4% or $1,397,461 at 6%; with 50% employer match about $1,397,461 at 4% or $931,641 at 6%; with 100% employer match about $1,048,096 at 4% or $698,731 at 6%.
DANIEL T. AUSTRIA AND ASSOCIATES CASH BALANCE PENSION PLAN AND TRUST-3$552,467$172,595$57,532iApproximate average salary by contribution assumption: employee only about $1,438,292 at 4% or $958,861 at 6%; with 50% employer match about $958,861 at 4% or $639,241 at 6%; with 100% employer match about $719,146 at 4% or $479,431 at 6%.
Daniel T. Austria and Associates 401(K) Profit Sharing Plan and Trust-3$229,224$78,948$26,316iApproximate average salary by contribution assumption: employee only about $657,900 at 4% or $438,600 at 6%; with 50% employer match about $438,600 at 4% or $292,400 at 6%; with 100% employer match about $328,950 at 4% or $219,300 at 6%.
201623$460,925$223,105$74,368iApproximate average salary by contribution assumption: employee only about $1,859,208 at 4% or $1,239,472 at 6%; with 50% employer match about $1,239,472 at 4% or $826,315 at 6%; with 100% employer match about $929,604 at 4% or $619,736 at 6%.
DANIEL T. AUSTRIA AND ASSOCIATES CASH BALANCE PENSION PLAN AND TRUST-3$345,390$170,059$56,686iApproximate average salary by contribution assumption: employee only about $1,417,158 at 4% or $944,772 at 6%; with 50% employer match about $944,772 at 4% or $629,848 at 6%; with 100% employer match about $708,579 at 4% or $472,386 at 6%.
Daniel T. Austria and Associates 401(K) Profit Sharing Plan and Trust-3$115,535$53,046$17,682iApproximate average salary by contribution assumption: employee only about $442,050 at 4% or $294,700 at 6%; with 50% employer match about $294,700 at 4% or $196,467 at 6%; with 100% employer match about $221,025 at 4% or $147,350 at 6%.
201524$224,663$224,663$56,166iApproximate average salary by contribution assumption: employee only about $1,404,144 at 4% or $936,096 at 6%; with 50% employer match about $936,096 at 4% or $624,064 at 6%; with 100% employer match about $702,072 at 4% or $468,048 at 6%.
DANIEL T. AUSTRIA AND ASSOCIATES CASH BALANCE PENSION PLAN AND TRUST-3$170,000$170,000$56,667iApproximate average salary by contribution assumption: employee only about $1,416,667 at 4% or $944,444 at 6%; with 50% employer match about $944,444 at 4% or $629,630 at 6%; with 100% employer match about $708,333 at 4% or $472,222 at 6%.
Daniel T. Austria and Associates 401(K) Profit Sharing Plan and Trust-4$54,663$54,663$13,666iApproximate average salary by contribution assumption: employee only about $341,644 at 4% or $227,763 at 6%; with 50% employer match about $227,763 at 4% or $151,842 at 6%; with 100% employer match about $170,822 at 4% or $113,881 at 6%.