Civic Intelligence

Donaldson Capital Management LLC

Plan context: Donaldson Capital Management LLC 401K Plan

EIN 35-1937665 • Evansville, IN • 20 filings • 2 plans

20 NW First StreetFifth FloorEvansville, IN 47708
Current Snapshot

Latest Year

2024

2024 Participants

73

2024 Assets

$44,569,244

2024 Contributions

$3,003,047

Historical Graphs

Total Assets Over Time

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

$44,569,244$22,284,622$0200520152024YearValue
$44,569,244Latest year 2024

Participants Over Time

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

73370200520152024YearValue
73Latest 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
2024173$44,569,244$3,003,047$41,138iApproximate average salary by contribution assumption: employee only about $1,028,441 at 4% or $685,627 at 6%; with 50% employer match about $685,627 at 4% or $457,085 at 6%; with 100% employer match about $514,220 at 4% or $342,814 at 6%.
Donaldson Capital Management LLC 401K Plan-73$44,569,244$3,003,047$41,138iApproximate average salary by contribution assumption: employee only about $1,028,441 at 4% or $685,627 at 6%; with 50% employer match about $685,627 at 4% or $457,085 at 6%; with 100% employer match about $514,220 at 4% or $342,814 at 6%.
2023167$35,535,001$2,226,484$33,231iApproximate average salary by contribution assumption: employee only about $830,778 at 4% or $553,852 at 6%; with 50% employer match about $553,852 at 4% or $369,234 at 6%; with 100% employer match about $415,389 at 4% or $276,926 at 6%.
Donaldson Capital Management LLC 401K Plan-67$35,535,001$2,226,484$33,231iApproximate average salary by contribution assumption: employee only about $830,778 at 4% or $553,852 at 6%; with 50% employer match about $553,852 at 4% or $369,234 at 6%; with 100% employer match about $415,389 at 4% or $276,926 at 6%.
2022154$30,746,386$1,794,779$33,237iApproximate average salary by contribution assumption: employee only about $830,916 at 4% or $553,944 at 6%; with 50% employer match about $553,944 at 4% or $369,296 at 6%; with 100% employer match about $415,458 at 4% or $276,972 at 6%.
Donaldson Capital Management LLC 401K Plan-54$30,746,386$1,794,779$33,237iApproximate average salary by contribution assumption: employee only about $830,916 at 4% or $553,944 at 6%; with 50% employer match about $553,944 at 4% or $369,296 at 6%; with 100% employer match about $415,458 at 4% or $276,972 at 6%.
2021144$34,075,607$3,463,771$78,722iApproximate average salary by contribution assumption: employee only about $1,968,052 at 4% or $1,312,034 at 6%; with 50% employer match about $1,312,034 at 4% or $874,690 at 6%; with 100% employer match about $984,026 at 4% or $656,017 at 6%.
Donaldson Capital Management LLC 401K Plan-44$34,075,607$3,463,771$78,722iApproximate average salary by contribution assumption: employee only about $1,968,052 at 4% or $1,312,034 at 6%; with 50% employer match about $1,312,034 at 4% or $874,690 at 6%; with 100% employer match about $984,026 at 4% or $656,017 at 6%.
2020142$24,927,763$1,444,683$34,397iApproximate average salary by contribution assumption: employee only about $859,930 at 4% or $573,287 at 6%; with 50% employer match about $573,287 at 4% or $382,191 at 6%; with 100% employer match about $429,965 at 4% or $286,643 at 6%.
Donaldson Capital Management LLC 401K Plan-42$24,927,763$1,444,683$34,397iApproximate average salary by contribution assumption: employee only about $859,930 at 4% or $573,287 at 6%; with 50% employer match about $573,287 at 4% or $382,191 at 6%; with 100% employer match about $429,965 at 4% or $286,643 at 6%.
2019138$20,875,038$1,486,385$39,115iApproximate average salary by contribution assumption: employee only about $977,885 at 4% or $651,923 at 6%; with 50% employer match about $651,923 at 4% or $434,615 at 6%; with 100% employer match about $488,942 at 4% or $325,962 at 6%.
Donaldson Capital Management LLC 401K Plan-38$20,875,038$1,486,385$39,115iApproximate average salary by contribution assumption: employee only about $977,885 at 4% or $651,923 at 6%; with 50% employer match about $651,923 at 4% or $434,615 at 6%; with 100% employer match about $488,942 at 4% or $325,962 at 6%.
2018126$15,129,360$538,321$20,705iApproximate average salary by contribution assumption: employee only about $517,616 at 4% or $345,078 at 6%; with 50% employer match about $345,078 at 4% or $230,052 at 6%; with 100% employer match about $258,808 at 4% or $172,539 at 6%.
Donaldson Capital Management LLC 401K Plan-26$15,129,360$538,321$20,705iApproximate average salary by contribution assumption: employee only about $517,616 at 4% or $345,078 at 6%; with 50% employer match about $345,078 at 4% or $230,052 at 6%; with 100% employer match about $258,808 at 4% or $172,539 at 6%.
2017129$17,985,850$922,905$31,824iApproximate average salary by contribution assumption: employee only about $795,608 at 4% or $530,405 at 6%; with 50% employer match about $530,405 at 4% or $353,603 at 6%; with 100% employer match about $397,804 at 4% or $265,203 at 6%.
Donaldson Capital Management LLC 401K Plan-29$17,985,850$922,905$31,824iApproximate average salary by contribution assumption: employee only about $795,608 at 4% or $530,405 at 6%; with 50% employer match about $530,405 at 4% or $353,603 at 6%; with 100% employer match about $397,804 at 4% or $265,203 at 6%.
2016129$14,416,870$1,530,613$52,780iApproximate average salary by contribution assumption: employee only about $1,319,494 at 4% or $879,663 at 6%; with 50% employer match about $879,663 at 4% or $586,442 at 6%; with 100% employer match about $659,747 at 4% or $439,831 at 6%.
Donaldson Capital Management LLC 401K Plan-29$14,416,870$1,530,613$52,780iApproximate average salary by contribution assumption: employee only about $1,319,494 at 4% or $879,663 at 6%; with 50% employer match about $879,663 at 4% or $586,442 at 6%; with 100% employer match about $659,747 at 4% or $439,831 at 6%.
2015127$12,356,864$4,779,090$177,003iApproximate average salary by contribution assumption: employee only about $4,425,083 at 4% or $2,950,056 at 6%; with 50% employer match about $2,950,056 at 4% or $1,966,704 at 6%; with 100% employer match about $2,212,542 at 4% or $1,475,028 at 6%.
Donaldson Capital Management LLC 401K Plan-27$12,356,864$4,779,090$177,003iApproximate average salary by contribution assumption: employee only about $4,425,083 at 4% or $2,950,056 at 6%; with 50% employer match about $2,950,056 at 4% or $1,966,704 at 6%; with 100% employer match about $2,212,542 at 4% or $1,475,028 at 6%.
2014118$8,751,991$919,636$51,091iApproximate average salary by contribution assumption: employee only about $1,277,272 at 4% or $851,515 at 6%; with 50% employer match about $851,515 at 4% or $567,677 at 6%; with 100% employer match about $638,636 at 4% or $425,757 at 6%.
Donaldson Capital Management LLC 401K Plan-18$8,751,991$919,636$51,091iApproximate average salary by contribution assumption: employee only about $1,277,272 at 4% or $851,515 at 6%; with 50% employer match about $851,515 at 4% or $567,677 at 6%; with 100% employer match about $638,636 at 4% or $425,757 at 6%.
2013116$7,104,580$818,728$51,171iApproximate average salary by contribution assumption: employee only about $1,279,263 at 4% or $852,842 at 6%; with 50% employer match about $852,842 at 4% or $568,561 at 6%; with 100% employer match about $639,631 at 4% or $426,421 at 6%.
Donaldson Capital Management LLC 401K Plan-16$7,104,580$818,728$51,171iApproximate average salary by contribution assumption: employee only about $1,279,263 at 4% or $852,842 at 6%; with 50% employer match about $852,842 at 4% or $568,561 at 6%; with 100% employer match about $639,631 at 4% or $426,421 at 6%.
2012114$5,442,194$429,293$30,664iApproximate average salary by contribution assumption: employee only about $766,595 at 4% or $511,063 at 6%; with 50% employer match about $511,063 at 4% or $340,709 at 6%; with 100% employer match about $383,297 at 4% or $255,532 at 6%.
Donaldson Capital Management LLC 401K Plan-14$5,442,194$429,293$30,664iApproximate average salary by contribution assumption: employee only about $766,595 at 4% or $511,063 at 6%; with 50% employer match about $511,063 at 4% or $340,709 at 6%; with 100% employer match about $383,297 at 4% or $255,532 at 6%.
2011114$4,494,174$384,283$27,449iApproximate average salary by contribution assumption: employee only about $686,220 at 4% or $457,480 at 6%; with 50% employer match about $457,480 at 4% or $304,987 at 6%; with 100% employer match about $343,110 at 4% or $228,740 at 6%.
Donaldson Capital Management LLC 401K Plan-14$4,494,174$384,283$27,449iApproximate average salary by contribution assumption: employee only about $686,220 at 4% or $457,480 at 6%; with 50% employer match about $457,480 at 4% or $304,987 at 6%; with 100% employer match about $343,110 at 4% or $228,740 at 6%.
2010113$4,003,350$389,205$29,939iApproximate average salary by contribution assumption: employee only about $748,471 at 4% or $498,981 at 6%; with 50% employer match about $498,981 at 4% or $332,654 at 6%; with 100% employer match about $374,236 at 4% or $249,490 at 6%.
Donaldson Capital Management LLC 401K Plan-13$4,003,350$389,205$29,939iApproximate average salary by contribution assumption: employee only about $748,471 at 4% or $498,981 at 6%; with 50% employer match about $498,981 at 4% or $332,654 at 6%; with 100% employer match about $374,236 at 4% or $249,490 at 6%.
2009112$3,129,193$326,886$27,241iApproximate average salary by contribution assumption: employee only about $681,013 at 4% or $454,008 at 6%; with 50% employer match about $454,008 at 4% or $302,672 at 6%; with 100% employer match about $340,506 at 4% or $227,004 at 6%.
Donaldson Capital Management LLC 401K Plan-12$3,129,193$326,886$27,241iApproximate average salary by contribution assumption: employee only about $681,013 at 4% or $454,008 at 6%; with 50% employer match about $454,008 at 4% or $302,672 at 6%; with 100% employer match about $340,506 at 4% or $227,004 at 6%.
2008112$2,300,917$301,197$25,100iApproximate average salary by contribution assumption: employee only about $627,494 at 4% or $418,329 at 6%; with 50% employer match about $418,329 at 4% or $278,886 at 6%; with 100% employer match about $313,747 at 4% or $209,165 at 6%.
Donaldson Capital Management LLC 401K Plan-12$2,300,917$301,197$25,100iApproximate average salary by contribution assumption: employee only about $627,494 at 4% or $418,329 at 6%; with 50% employer match about $418,329 at 4% or $278,886 at 6%; with 100% employer match about $313,747 at 4% or $209,165 at 6%.
2007111$2,821,536$283,308$25,755iApproximate average salary by contribution assumption: employee only about $643,882 at 4% or $429,255 at 6%; with 50% employer match about $429,255 at 4% or $286,170 at 6%; with 100% employer match about $321,941 at 4% or $214,627 at 6%.
Donaldson Capital Management LLC 401K Plan-11$2,821,536$283,308$25,755iApproximate average salary by contribution assumption: employee only about $643,882 at 4% or $429,255 at 6%; with 50% employer match about $429,255 at 4% or $286,170 at 6%; with 100% employer match about $321,941 at 4% or $214,627 at 6%.
2006113$2,562,344$395,372$30,413iApproximate average salary by contribution assumption: employee only about $760,331 at 4% or $506,887 at 6%; with 50% employer match about $506,887 at 4% or $337,925 at 6%; with 100% employer match about $380,165 at 4% or $253,444 at 6%.
Donaldson Capital Management LLC 401K Plan-13$2,562,344$395,372$30,413iApproximate average salary by contribution assumption: employee only about $760,331 at 4% or $506,887 at 6%; with 50% employer match about $506,887 at 4% or $337,925 at 6%; with 100% employer match about $380,165 at 4% or $253,444 at 6%.
2005112$1,883,083$1,831,780$152,648iApproximate average salary by contribution assumption: employee only about $3,816,208 at 4% or $2,544,139 at 6%; with 50% employer match about $2,544,139 at 4% or $1,696,093 at 6%; with 100% employer match about $1,908,104 at 4% or $1,272,069 at 6%.
Donaldson Capital Management LLC 401K Plan-12$1,883,083$1,831,780$152,648iApproximate average salary by contribution assumption: employee only about $3,816,208 at 4% or $2,544,139 at 6%; with 50% employer match about $2,544,139 at 4% or $1,696,093 at 6%; with 100% employer match about $1,908,104 at 4% or $1,272,069 at 6%.