Dan Willoughby Sales Inc.
Plan context: Dan Willoughby Sales Inc. 401(K) Plan
EIN 35-1670891 • Sheridan, IN • 13 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$2,865,711
2024 Contributions
$83,982
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $2,865,711 | $83,982 | $16,796iApproximate average salary by contribution assumption: employee only about $419,910 at 4% or $279,940 at 6%; with 50% employer match about $279,940 at 4% or $186,627 at 6%; with 100% employer match about $209,955 at 4% or $139,970 at 6%. |
| Dan Willoughby Sales Inc. 401(K) Plan | - | 5 | $2,865,711 | $83,982 | $16,796iApproximate average salary by contribution assumption: employee only about $419,910 at 4% or $279,940 at 6%; with 50% employer match about $279,940 at 4% or $186,627 at 6%; with 100% employer match about $209,955 at 4% or $139,970 at 6%. |
| 2023 | 1 | 11 | $2,666,932 | $89,397 | $8,127iApproximate average salary by contribution assumption: employee only about $203,175 at 4% or $135,450 at 6%; with 50% employer match about $135,450 at 4% or $90,300 at 6%; with 100% employer match about $101,588 at 4% or $67,725 at 6%. |
| Dan Willoughby Sales Inc. 401(K) Plan | - | 11 | $2,666,932 | $89,397 | $8,127iApproximate average salary by contribution assumption: employee only about $203,175 at 4% or $135,450 at 6%; with 50% employer match about $135,450 at 4% or $90,300 at 6%; with 100% employer match about $101,588 at 4% or $67,725 at 6%. |
| 2022 | 1 | 14 | $2,411,083 | $90,211 | $6,444iApproximate average salary by contribution assumption: employee only about $161,091 at 4% or $107,394 at 6%; with 50% employer match about $107,394 at 4% or $71,596 at 6%; with 100% employer match about $80,546 at 4% or $53,697 at 6%. |
| Dan Willoughby Sales Inc. 401(K) Plan | - | 14 | $2,411,083 | $90,211 | $6,444iApproximate average salary by contribution assumption: employee only about $161,091 at 4% or $107,394 at 6%; with 50% employer match about $107,394 at 4% or $71,596 at 6%; with 100% employer match about $80,546 at 4% or $53,697 at 6%. |
| 2021 | 1 | 11 | $2,534,170 | $84,549 | $7,686iApproximate average salary by contribution assumption: employee only about $192,157 at 4% or $128,105 at 6%; with 50% employer match about $128,105 at 4% or $85,403 at 6%; with 100% employer match about $96,078 at 4% or $64,052 at 6%. |
| Dan Willoughby Sales Inc. 401(K) Plan | - | 11 | $2,534,170 | $84,549 | $7,686iApproximate average salary by contribution assumption: employee only about $192,157 at 4% or $128,105 at 6%; with 50% employer match about $128,105 at 4% or $85,403 at 6%; with 100% employer match about $96,078 at 4% or $64,052 at 6%. |
| 2020 | 1 | 12 | $2,124,783 | $934,349 | $77,862iApproximate average salary by contribution assumption: employee only about $1,946,560 at 4% or $1,297,707 at 6%; with 50% employer match about $1,297,707 at 4% or $865,138 at 6%; with 100% employer match about $973,280 at 4% or $648,853 at 6%. |
| Dan Willoughby Sales Inc. 401(K) Plan | - | 12 | $2,124,783 | $934,349 | $77,862iApproximate average salary by contribution assumption: employee only about $1,946,560 at 4% or $1,297,707 at 6%; with 50% employer match about $1,297,707 at 4% or $865,138 at 6%; with 100% employer match about $973,280 at 4% or $648,853 at 6%. |
| 2019 | 2 | 11 | $1,048,420 | $50,667 | $4,606iApproximate average salary by contribution assumption: employee only about $115,152 at 4% or $76,768 at 6%; with 50% employer match about $76,768 at 4% or $51,179 at 6%; with 100% employer match about $57,576 at 4% or $38,384 at 6%. |
| Dan Willoughby Sales Inc. 401(K) Plan | - | 11 | $1,048,420 | $50,667 | $4,606iApproximate average salary by contribution assumption: employee only about $115,152 at 4% or $76,768 at 6%; with 50% employer match about $76,768 at 4% or $51,179 at 6%; with 100% employer match about $57,576 at 4% or $38,384 at 6%. |
| DAN WILLOUGHBY SALES, INC. CASH BALANCE PLAN | - | 0 | $0 | - | - |
| 2018 | 2 | 11 | $1,531,202 | $205,908 | $18,719iApproximate average salary by contribution assumption: employee only about $467,973 at 4% or $311,982 at 6%; with 50% employer match about $311,982 at 4% or $207,988 at 6%; with 100% employer match about $233,986 at 4% or $155,991 at 6%. |
| Dan Willoughby Sales Inc. 401(K) Plan | - | 11 | $841,496 | $70,451 | $6,405iApproximate average salary by contribution assumption: employee only about $160,116 at 4% or $106,744 at 6%; with 50% employer match about $106,744 at 4% or $71,163 at 6%; with 100% employer match about $80,058 at 4% or $53,372 at 6%. |
| DAN WILLOUGHBY SALES, INC. CASH BALANCE PLAN | - | 10 | $689,706 | $135,457 | $13,546iApproximate average salary by contribution assumption: employee only about $338,643 at 4% or $225,762 at 6%; with 50% employer match about $225,762 at 4% or $150,508 at 6%; with 100% employer match about $169,321 at 4% or $112,881 at 6%. |
| 2017 | 2 | 11 | $1,410,635 | $336,997 | $30,636iApproximate average salary by contribution assumption: employee only about $765,902 at 4% or $510,602 at 6%; with 50% employer match about $510,602 at 4% or $340,401 at 6%; with 100% employer match about $382,951 at 4% or $255,301 at 6%. |
| Dan Willoughby Sales Inc. 401(K) Plan | - | 11 | $834,904 | $70,666 | $6,424iApproximate average salary by contribution assumption: employee only about $160,605 at 4% or $107,070 at 6%; with 50% employer match about $107,070 at 4% or $71,380 at 6%; with 100% employer match about $80,302 at 4% or $53,535 at 6%. |
| DAN WILLOUGHBY SALES, INC. CASH BALANCE PLAN | - | 9 | $575,731 | $266,331 | $29,592iApproximate average salary by contribution assumption: employee only about $739,808 at 4% or $493,206 at 6%; with 50% employer match about $493,206 at 4% or $328,804 at 6%; with 100% employer match about $369,904 at 4% or $246,603 at 6%. |
| 2016 | 2 | 10 | $934,704 | $326,016 | $32,602iApproximate average salary by contribution assumption: employee only about $815,040 at 4% or $543,360 at 6%; with 50% employer match about $543,360 at 4% or $362,240 at 6%; with 100% employer match about $407,520 at 4% or $271,680 at 6%. |
| Dan Willoughby Sales Inc. 401(K) Plan | - | 10 | $651,326 | $42,638 | $4,264iApproximate average salary by contribution assumption: employee only about $106,595 at 4% or $71,063 at 6%; with 50% employer match about $71,063 at 4% or $47,376 at 6%; with 100% employer match about $53,298 at 4% or $35,532 at 6%. |
| DAN WILLOUGHBY SALES, INC. CASH BALANCE PLAN | - | 9 | $283,378 | $283,378 | $31,486iApproximate average salary by contribution assumption: employee only about $787,161 at 4% or $524,774 at 6%; with 50% employer match about $524,774 at 4% or $349,849 at 6%; with 100% employer match about $393,581 at 4% or $262,387 at 6%. |