Dugan & Lopatka Cpas PC.
Plan context: Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust
EIN 36-2886485 • Warrenville, IL • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
62
2024 Assets
$11,693,813
2024 Contributions
$741,370
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 | 62 | $11,693,813 | $741,370 | $11,958iApproximate average salary by contribution assumption: employee only about $298,940 at 4% or $199,293 at 6%; with 50% employer match about $199,293 at 4% or $132,862 at 6%; with 100% employer match about $149,470 at 4% or $99,647 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 62 | $11,693,813 | $741,370 | $11,958iApproximate average salary by contribution assumption: employee only about $298,940 at 4% or $199,293 at 6%; with 50% employer match about $199,293 at 4% or $132,862 at 6%; with 100% employer match about $149,470 at 4% or $99,647 at 6%. |
| 2023 | 1 | 56 | $9,519,217 | $770,358 | $13,756iApproximate average salary by contribution assumption: employee only about $343,910 at 4% or $229,273 at 6%; with 50% employer match about $229,273 at 4% or $152,849 at 6%; with 100% employer match about $171,955 at 4% or $114,637 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 56 | $9,519,217 | $770,358 | $13,756iApproximate average salary by contribution assumption: employee only about $343,910 at 4% or $229,273 at 6%; with 50% employer match about $229,273 at 4% or $152,849 at 6%; with 100% employer match about $171,955 at 4% or $114,637 at 6%. |
| 2022 | 1 | 50 | $8,549,951 | $654,432 | $13,089iApproximate average salary by contribution assumption: employee only about $327,216 at 4% or $218,144 at 6%; with 50% employer match about $218,144 at 4% or $145,429 at 6%; with 100% employer match about $163,608 at 4% or $109,072 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 50 | $8,549,951 | $654,432 | $13,089iApproximate average salary by contribution assumption: employee only about $327,216 at 4% or $218,144 at 6%; with 50% employer match about $218,144 at 4% or $145,429 at 6%; with 100% employer match about $163,608 at 4% or $109,072 at 6%. |
| 2021 | 1 | 46 | $10,216,903 | $579,049 | $12,588iApproximate average salary by contribution assumption: employee only about $314,701 at 4% or $209,800 at 6%; with 50% employer match about $209,800 at 4% or $139,867 at 6%; with 100% employer match about $157,350 at 4% or $104,900 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 46 | $10,216,903 | $579,049 | $12,588iApproximate average salary by contribution assumption: employee only about $314,701 at 4% or $209,800 at 6%; with 50% employer match about $209,800 at 4% or $139,867 at 6%; with 100% employer match about $157,350 at 4% or $104,900 at 6%. |
| 2020 | 1 | 58 | $9,731,295 | $568,873 | $9,808iApproximate average salary by contribution assumption: employee only about $245,204 at 4% or $163,469 at 6%; with 50% employer match about $163,469 at 4% or $108,980 at 6%; with 100% employer match about $122,602 at 4% or $81,735 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 58 | $9,731,295 | $568,873 | $9,808iApproximate average salary by contribution assumption: employee only about $245,204 at 4% or $163,469 at 6%; with 50% employer match about $163,469 at 4% or $108,980 at 6%; with 100% employer match about $122,602 at 4% or $81,735 at 6%. |
| 2019 | 1 | 55 | $7,887,788 | $532,697 | $9,685iApproximate average salary by contribution assumption: employee only about $242,135 at 4% or $161,423 at 6%; with 50% employer match about $161,423 at 4% or $107,616 at 6%; with 100% employer match about $121,068 at 4% or $80,712 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 55 | $7,887,788 | $532,697 | $9,685iApproximate average salary by contribution assumption: employee only about $242,135 at 4% or $161,423 at 6%; with 50% employer match about $161,423 at 4% or $107,616 at 6%; with 100% employer match about $121,068 at 4% or $80,712 at 6%. |
| 2018 | 1 | 53 | $9,151,208 | $631,547 | $11,916iApproximate average salary by contribution assumption: employee only about $297,900 at 4% or $198,600 at 6%; with 50% employer match about $198,600 at 4% or $132,400 at 6%; with 100% employer match about $148,950 at 4% or $99,300 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 53 | $9,151,208 | $631,547 | $11,916iApproximate average salary by contribution assumption: employee only about $297,900 at 4% or $198,600 at 6%; with 50% employer match about $198,600 at 4% or $132,400 at 6%; with 100% employer match about $148,950 at 4% or $99,300 at 6%. |
| 2017 | 1 | 53 | $11,105,625 | $620,808 | $11,713iApproximate average salary by contribution assumption: employee only about $292,834 at 4% or $195,223 at 6%; with 50% employer match about $195,223 at 4% or $130,148 at 6%; with 100% employer match about $146,417 at 4% or $97,611 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 53 | $11,105,625 | $620,808 | $11,713iApproximate average salary by contribution assumption: employee only about $292,834 at 4% or $195,223 at 6%; with 50% employer match about $195,223 at 4% or $130,148 at 6%; with 100% employer match about $146,417 at 4% or $97,611 at 6%. |
| 2016 | 1 | 53 | $9,497,328 | $593,156 | $11,192iApproximate average salary by contribution assumption: employee only about $279,791 at 4% or $186,527 at 6%; with 50% employer match about $186,527 at 4% or $124,351 at 6%; with 100% employer match about $139,895 at 4% or $93,264 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 53 | $9,497,328 | $593,156 | $11,192iApproximate average salary by contribution assumption: employee only about $279,791 at 4% or $186,527 at 6%; with 50% employer match about $186,527 at 4% or $124,351 at 6%; with 100% employer match about $139,895 at 4% or $93,264 at 6%. |
| 2015 | 1 | 54 | $8,463,640 | $551,760 | $10,218iApproximate average salary by contribution assumption: employee only about $255,444 at 4% or $170,296 at 6%; with 50% employer match about $170,296 at 4% or $113,531 at 6%; with 100% employer match about $127,722 at 4% or $85,148 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 54 | $8,463,640 | $551,760 | $10,218iApproximate average salary by contribution assumption: employee only about $255,444 at 4% or $170,296 at 6%; with 50% employer match about $170,296 at 4% or $113,531 at 6%; with 100% employer match about $127,722 at 4% or $85,148 at 6%. |
| 2014 | 1 | 54 | $8,017,487 | $584,528 | $10,825iApproximate average salary by contribution assumption: employee only about $270,615 at 4% or $180,410 at 6%; with 50% employer match about $180,410 at 4% or $120,273 at 6%; with 100% employer match about $135,307 at 4% or $90,205 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 54 | $8,017,487 | $584,528 | $10,825iApproximate average salary by contribution assumption: employee only about $270,615 at 4% or $180,410 at 6%; with 50% employer match about $180,410 at 4% or $120,273 at 6%; with 100% employer match about $135,307 at 4% or $90,205 at 6%. |
| 2013 | 1 | 57 | $7,514,271 | $439,277 | $7,707iApproximate average salary by contribution assumption: employee only about $192,665 at 4% or $128,444 at 6%; with 50% employer match about $128,444 at 4% or $85,629 at 6%; with 100% employer match about $96,333 at 4% or $64,222 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 57 | $7,514,271 | $439,277 | $7,707iApproximate average salary by contribution assumption: employee only about $192,665 at 4% or $128,444 at 6%; with 50% employer match about $128,444 at 4% or $85,629 at 6%; with 100% employer match about $96,333 at 4% or $64,222 at 6%. |
| 2012 | 1 | 54 | $6,147,600 | $369,589 | $6,844iApproximate average salary by contribution assumption: employee only about $171,106 at 4% or $114,071 at 6%; with 50% employer match about $114,071 at 4% or $76,047 at 6%; with 100% employer match about $85,553 at 4% or $57,035 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 54 | $6,147,600 | $369,589 | $6,844iApproximate average salary by contribution assumption: employee only about $171,106 at 4% or $114,071 at 6%; with 50% employer match about $114,071 at 4% or $76,047 at 6%; with 100% employer match about $85,553 at 4% or $57,035 at 6%. |
| 2011 | 1 | 55 | $5,204,155 | $302,800 | $5,505iApproximate average salary by contribution assumption: employee only about $137,636 at 4% or $91,758 at 6%; with 50% employer match about $91,758 at 4% or $61,172 at 6%; with 100% employer match about $68,818 at 4% or $45,879 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 55 | $5,204,155 | $302,800 | $5,505iApproximate average salary by contribution assumption: employee only about $137,636 at 4% or $91,758 at 6%; with 50% employer match about $91,758 at 4% or $61,172 at 6%; with 100% employer match about $68,818 at 4% or $45,879 at 6%. |
| 2010 | 1 | 56 | $5,297,089 | $191,960 | $3,428iApproximate average salary by contribution assumption: employee only about $85,696 at 4% or $57,131 at 6%; with 50% employer match about $57,131 at 4% or $38,087 at 6%; with 100% employer match about $42,848 at 4% or $28,565 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 56 | $5,297,089 | $191,960 | $3,428iApproximate average salary by contribution assumption: employee only about $85,696 at 4% or $57,131 at 6%; with 50% employer match about $57,131 at 4% or $38,087 at 6%; with 100% employer match about $42,848 at 4% or $28,565 at 6%. |
| 2009 | 1 | 55 | $4,516,252 | $322,430 | $5,862iApproximate average salary by contribution assumption: employee only about $146,559 at 4% or $97,706 at 6%; with 50% employer match about $97,706 at 4% or $65,137 at 6%; with 100% employer match about $73,280 at 4% or $48,853 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 55 | $4,516,252 | $322,430 | $5,862iApproximate average salary by contribution assumption: employee only about $146,559 at 4% or $97,706 at 6%; with 50% employer match about $97,706 at 4% or $65,137 at 6%; with 100% employer match about $73,280 at 4% or $48,853 at 6%. |
| 2008 | 1 | 44 | $3,748,003 | $433,803 | $9,859iApproximate average salary by contribution assumption: employee only about $246,479 at 4% or $164,319 at 6%; with 50% employer match about $164,319 at 4% or $109,546 at 6%; with 100% employer match about $123,239 at 4% or $82,160 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 44 | $3,748,003 | $433,803 | $9,859iApproximate average salary by contribution assumption: employee only about $246,479 at 4% or $164,319 at 6%; with 50% employer match about $164,319 at 4% or $109,546 at 6%; with 100% employer match about $123,239 at 4% or $82,160 at 6%. |
| 2007 | 1 | 43 | $0 | $0 | - |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 43 | - | - | - |
| 2006 | 1 | 36 | $4,249,761 | $361,570 | $10,044iApproximate average salary by contribution assumption: employee only about $251,090 at 4% or $167,394 at 6%; with 50% employer match about $167,394 at 4% or $111,596 at 6%; with 100% employer match about $125,545 at 4% or $83,697 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 36 | $4,249,761 | $361,570 | $10,044iApproximate average salary by contribution assumption: employee only about $251,090 at 4% or $167,394 at 6%; with 50% employer match about $167,394 at 4% or $111,596 at 6%; with 100% employer match about $125,545 at 4% or $83,697 at 6%. |
| 2005 | 1 | 34 | $3,968,965 | $351,917 | $10,351iApproximate average salary by contribution assumption: employee only about $258,763 at 4% or $172,508 at 6%; with 50% employer match about $172,508 at 4% or $115,006 at 6%; with 100% employer match about $129,381 at 4% or $86,254 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 34 | $3,968,965 | $351,917 | $10,351iApproximate average salary by contribution assumption: employee only about $258,763 at 4% or $172,508 at 6%; with 50% employer match about $172,508 at 4% or $115,006 at 6%; with 100% employer match about $129,381 at 4% or $86,254 at 6%. |
| 2004 | 1 | 30 | $3,401,461 | $350,298 | $11,677iApproximate average salary by contribution assumption: employee only about $291,915 at 4% or $194,610 at 6%; with 50% employer match about $194,610 at 4% or $129,740 at 6%; with 100% employer match about $145,958 at 4% or $97,305 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 30 | $3,401,461 | $350,298 | $11,677iApproximate average salary by contribution assumption: employee only about $291,915 at 4% or $194,610 at 6%; with 50% employer match about $194,610 at 4% or $129,740 at 6%; with 100% employer match about $145,958 at 4% or $97,305 at 6%. |
| 2003 | 1 | 42 | $2,712,842 | $353,390 | $8,414iApproximate average salary by contribution assumption: employee only about $210,351 at 4% or $140,234 at 6%; with 50% employer match about $140,234 at 4% or $93,489 at 6%; with 100% employer match about $105,176 at 4% or $70,117 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 42 | $2,712,842 | $353,390 | $8,414iApproximate average salary by contribution assumption: employee only about $210,351 at 4% or $140,234 at 6%; with 50% employer match about $140,234 at 4% or $93,489 at 6%; with 100% employer match about $105,176 at 4% or $70,117 at 6%. |
| 2002 | 1 | 38 | $0 | $0 | - |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 38 | - | - | - |
| 2001 | 1 | 45 | $1,824,009 | $289,143 | $6,425iApproximate average salary by contribution assumption: employee only about $160,635 at 4% or $107,090 at 6%; with 50% employer match about $107,090 at 4% or $71,393 at 6%; with 100% employer match about $80,318 at 4% or $53,545 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 45 | $1,824,009 | $289,143 | $6,425iApproximate average salary by contribution assumption: employee only about $160,635 at 4% or $107,090 at 6%; with 50% employer match about $107,090 at 4% or $71,393 at 6%; with 100% employer match about $80,318 at 4% or $53,545 at 6%. |
| 2000 | 1 | 34 | $1,666,459 | $257,671 | $7,579iApproximate average salary by contribution assumption: employee only about $189,464 at 4% or $126,309 at 6%; with 50% employer match about $126,309 at 4% or $84,206 at 6%; with 100% employer match about $94,732 at 4% or $63,155 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 34 | $1,666,459 | $257,671 | $7,579iApproximate average salary by contribution assumption: employee only about $189,464 at 4% or $126,309 at 6%; with 50% employer match about $126,309 at 4% or $84,206 at 6%; with 100% employer match about $94,732 at 4% or $63,155 at 6%. |
| 1999 | 1 | 31 | $1,656,370 | $133,188 | $4,296iApproximate average salary by contribution assumption: employee only about $107,410 at 4% or $71,606 at 6%; with 50% employer match about $71,606 at 4% or $47,738 at 6%; with 100% employer match about $53,705 at 4% or $35,803 at 6%. |
| Dugan & Lopatka Cpas PC. 401K Profit Sharing Plan and Trust | - | 31 | $1,656,370 | $133,188 | $4,296iApproximate average salary by contribution assumption: employee only about $107,410 at 4% or $71,606 at 6%; with 50% employer match about $71,606 at 4% or $47,738 at 6%; with 100% employer match about $53,705 at 4% or $35,803 at 6%. |