Civic Intelligence

Duke Financial Group Inc.

Plan context: Duke Financial Group Inc. 1998 Restated Employee Profit Sharing Plan and Trust

EIN 41-1424530 • 27 filings • 7 plans

Current Snapshot

Latest Year

2017

2017 Participants

93

2017 Assets

$8,420,814

2017 Contributions

$585,666

Historical Graphs

Total Assets Over Time

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

$8,420,814$4,210,407$0199920082016YearValue
$8,420,814Latest year 2016

Participants Over Time

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

198990199920082016YearValue
93Latest year 2016

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
201710$0$0-
Duke Financial Group Inc. 1998 Restated Employee Profit Sharing Plan and Trust-0---
2016193$8,420,814$585,666$6,297iApproximate average salary by contribution assumption: employee only about $157,437 at 4% or $104,958 at 6%; with 50% employer match about $104,958 at 4% or $69,972 at 6%; with 100% employer match about $78,719 at 4% or $52,479 at 6%.
Duke Financial Group Inc. 1998 Restated Employee Profit Sharing Plan and Trust-93$8,420,814$585,666$6,297iApproximate average salary by contribution assumption: employee only about $157,437 at 4% or $104,958 at 6%; with 50% employer match about $104,958 at 4% or $69,972 at 6%; with 100% employer match about $78,719 at 4% or $52,479 at 6%.
2015197$7,500,131$963,340$9,931iApproximate average salary by contribution assumption: employee only about $248,284 at 4% or $165,522 at 6%; with 50% employer match about $165,522 at 4% or $110,348 at 6%; with 100% employer match about $124,142 at 4% or $82,761 at 6%.
Duke Financial Group Inc. 1998 Restated Employee Profit Sharing Plan and Trust-97$7,500,131$963,340$9,931iApproximate average salary by contribution assumption: employee only about $248,284 at 4% or $165,522 at 6%; with 50% employer match about $165,522 at 4% or $110,348 at 6%; with 100% employer match about $124,142 at 4% or $82,761 at 6%.
20141111$7,479,471$515,239$4,642iApproximate average salary by contribution assumption: employee only about $116,045 at 4% or $77,363 at 6%; with 50% employer match about $77,363 at 4% or $51,575 at 6%; with 100% employer match about $58,022 at 4% or $38,682 at 6%.
Duke Financial Group Inc. 1998 Restated Employee Profit Sharing Plan and Trust-111$7,479,471$515,239$4,642iApproximate average salary by contribution assumption: employee only about $116,045 at 4% or $77,363 at 6%; with 50% employer match about $77,363 at 4% or $51,575 at 6%; with 100% employer match about $58,022 at 4% or $38,682 at 6%.
20132141$8,214,865$546,732$3,878iApproximate average salary by contribution assumption: employee only about $96,938 at 4% or $64,626 at 6%; with 50% employer match about $64,626 at 4% or $43,084 at 6%; with 100% employer match about $48,469 at 4% or $32,313 at 6%.
Duke Financial Group Inc. 1998 Restated Employee Profit Sharing Plan and Trust-141$8,214,865$546,732$3,878iApproximate average salary by contribution assumption: employee only about $96,938 at 4% or $64,626 at 6%; with 50% employer match about $64,626 at 4% or $43,084 at 6%; with 100% employer match about $48,469 at 4% or $32,313 at 6%.
DUKE FINANCIAL GROUP HEALTH AND WELFARE PLAN-93---
20122144$6,809,223$565,979$3,930iApproximate average salary by contribution assumption: employee only about $98,260 at 4% or $65,507 at 6%; with 50% employer match about $65,507 at 4% or $43,671 at 6%; with 100% employer match about $49,130 at 4% or $32,753 at 6%.
Duke Financial Group Inc. 1998 Restated Employee Profit Sharing Plan and Trust-144$6,809,223$565,979$3,930iApproximate average salary by contribution assumption: employee only about $98,260 at 4% or $65,507 at 6%; with 50% employer match about $65,507 at 4% or $43,671 at 6%; with 100% employer match about $49,130 at 4% or $32,753 at 6%.
DUKE FINANCIAL GROUP HEALTH AND WELFARE PLAN-121---
20112152$6,456,449$481,385$3,167iApproximate average salary by contribution assumption: employee only about $79,175 at 4% or $52,783 at 6%; with 50% employer match about $52,783 at 4% or $35,189 at 6%; with 100% employer match about $39,588 at 4% or $26,392 at 6%.
Duke Financial Group Inc. 1998 Restated Employee Profit Sharing Plan and Trust-152$6,456,449$481,385$3,167iApproximate average salary by contribution assumption: employee only about $79,175 at 4% or $52,783 at 6%; with 50% employer match about $52,783 at 4% or $35,189 at 6%; with 100% employer match about $39,588 at 4% or $26,392 at 6%.
DUKE FINANCIAL GROUP HEALTH AND WELFARE PLAN-129---
20102154$6,767,125$415,799$2,700iApproximate average salary by contribution assumption: employee only about $67,500 at 4% or $45,000 at 6%; with 50% employer match about $45,000 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%.
Duke Financial Group Inc. 1998 Restated Employee Profit Sharing Plan and Trust-154$6,767,125$415,799$2,700iApproximate average salary by contribution assumption: employee only about $67,500 at 4% or $45,000 at 6%; with 50% employer match about $45,000 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%.
DUKE FINANCIAL GROUP HEALTH AND WELFARE PLAN-138---
20092165$6,385,964$502,103$3,043iApproximate average salary by contribution assumption: employee only about $76,076 at 4% or $50,717 at 6%; with 50% employer match about $50,717 at 4% or $33,812 at 6%; with 100% employer match about $38,038 at 4% or $25,359 at 6%.
Duke Financial Group Inc. 1998 Restated Employee Profit Sharing Plan and Trust-165$6,385,964$502,103$3,043iApproximate average salary by contribution assumption: employee only about $76,076 at 4% or $50,717 at 6%; with 50% employer match about $50,717 at 4% or $33,812 at 6%; with 100% employer match about $38,038 at 4% or $25,359 at 6%.
DUKE FINANCIAL GROUP HEALTH AND WELFARE PLAN-143---
20082186$5,558,198$800,135$4,302iApproximate average salary by contribution assumption: employee only about $107,545 at 4% or $71,697 at 6%; with 50% employer match about $71,697 at 4% or $47,798 at 6%; with 100% employer match about $53,773 at 4% or $35,848 at 6%.
Duke Financial Group Inc. 1998 Restated Employee Profit Sharing Plan and Trust-186$5,558,198$800,135$4,302iApproximate average salary by contribution assumption: employee only about $107,545 at 4% or $71,697 at 6%; with 50% employer match about $71,697 at 4% or $47,798 at 6%; with 100% employer match about $53,773 at 4% or $35,848 at 6%.
DUKE FINANCIAL GROUP HEALTH AND WELFARE PLAN-145---
20072192$6,144,338$914,101$4,761iApproximate average salary by contribution assumption: employee only about $119,024 at 4% or $79,349 at 6%; with 50% employer match about $79,349 at 4% or $52,899 at 6%; with 100% employer match about $59,512 at 4% or $39,675 at 6%.
Duke Financial Group Inc. 1998 Restated Employee Profit Sharing Plan and Trust-192$6,144,338$914,101$4,761iApproximate average salary by contribution assumption: employee only about $119,024 at 4% or $79,349 at 6%; with 50% employer match about $79,349 at 4% or $52,899 at 6%; with 100% employer match about $59,512 at 4% or $39,675 at 6%.
DUKE FINANCIAL GROUP HEALTH AND WELFARE PLAN-167---
20062183$6,283,970$933,823$5,103iApproximate average salary by contribution assumption: employee only about $127,571 at 4% or $85,048 at 6%; with 50% employer match about $85,048 at 4% or $56,698 at 6%; with 100% employer match about $63,786 at 4% or $42,524 at 6%.
Duke Financial Group Inc. 1998 Restated Employee Profit Sharing Plan and Trust-183$6,283,970$933,823$5,103iApproximate average salary by contribution assumption: employee only about $127,571 at 4% or $85,048 at 6%; with 50% employer match about $85,048 at 4% or $56,698 at 6%; with 100% employer match about $63,786 at 4% or $42,524 at 6%.
DUKE FINANCIAL GROUP HEALTH AND WELFARE PLAN-171---
20051198$5,211,898$894,247$4,516iApproximate average salary by contribution assumption: employee only about $112,910 at 4% or $75,273 at 6%; with 50% employer match about $75,273 at 4% or $50,182 at 6%; with 100% employer match about $56,455 at 4% or $37,637 at 6%.
Duke Financial Group Inc. 1998 Restated Employee Profit Sharing Plan and Trust-198$5,211,898$894,247$4,516iApproximate average salary by contribution assumption: employee only about $112,910 at 4% or $75,273 at 6%; with 50% employer match about $75,273 at 4% or $50,182 at 6%; with 100% employer match about $56,455 at 4% or $37,637 at 6%.
20041188$4,527,592$800,045$4,256iApproximate average salary by contribution assumption: employee only about $106,389 at 4% or $70,926 at 6%; with 50% employer match about $70,926 at 4% or $47,284 at 6%; with 100% employer match about $53,194 at 4% or $35,463 at 6%.
Duke Financial Group Inc. 1998 Restated Employee Profit Sharing Plan and Trust-188$4,527,592$800,045$4,256iApproximate average salary by contribution assumption: employee only about $106,389 at 4% or $70,926 at 6%; with 50% employer match about $70,926 at 4% or $47,284 at 6%; with 100% employer match about $53,194 at 4% or $35,463 at 6%.
20031175$3,872,350$706,477$4,037iApproximate average salary by contribution assumption: employee only about $100,925 at 4% or $67,284 at 6%; with 50% employer match about $67,284 at 4% or $44,856 at 6%; with 100% employer match about $50,463 at 4% or $33,642 at 6%.
Duke Financial Group Inc. 1998 Restated Employee Profit Sharing Plan and Trust-175$3,872,350$706,477$4,037iApproximate average salary by contribution assumption: employee only about $100,925 at 4% or $67,284 at 6%; with 50% employer match about $67,284 at 4% or $44,856 at 6%; with 100% employer match about $50,463 at 4% or $33,642 at 6%.
20021170$3,232,426$717,958$4,223iApproximate average salary by contribution assumption: employee only about $105,582 at 4% or $70,388 at 6%; with 50% employer match about $70,388 at 4% or $46,925 at 6%; with 100% employer match about $52,791 at 4% or $35,194 at 6%.
Duke Financial Group Inc. 1998 Restated Employee Profit Sharing Plan and Trust-170$3,232,426$717,958$4,223iApproximate average salary by contribution assumption: employee only about $105,582 at 4% or $70,388 at 6%; with 50% employer match about $70,388 at 4% or $46,925 at 6%; with 100% employer match about $52,791 at 4% or $35,194 at 6%.
20011174$3,124,339$575,535$3,308iApproximate average salary by contribution assumption: employee only about $82,692 at 4% or $55,128 at 6%; with 50% employer match about $55,128 at 4% or $36,752 at 6%; with 100% employer match about $41,346 at 4% or $27,564 at 6%.
Duke Financial Group Inc. 1998 Restated Employee Profit Sharing Plan and Trust-174$3,124,339$575,535$3,308iApproximate average salary by contribution assumption: employee only about $82,692 at 4% or $55,128 at 6%; with 50% employer match about $55,128 at 4% or $36,752 at 6%; with 100% employer match about $41,346 at 4% or $27,564 at 6%.
20001167$3,016,772$549,619$3,291iApproximate average salary by contribution assumption: employee only about $82,278 at 4% or $54,852 at 6%; with 50% employer match about $54,852 at 4% or $36,568 at 6%; with 100% employer match about $41,139 at 4% or $27,426 at 6%.
Duke Financial Group Inc. 1998 Restated Employee Profit Sharing Plan and Trust-167$3,016,772$549,619$3,291iApproximate average salary by contribution assumption: employee only about $82,278 at 4% or $54,852 at 6%; with 50% employer match about $54,852 at 4% or $36,568 at 6%; with 100% employer match about $41,139 at 4% or $27,426 at 6%.
19991166$2,893,681$502,854$3,029iApproximate average salary by contribution assumption: employee only about $75,731 at 4% or $50,487 at 6%; with 50% employer match about $50,487 at 4% or $33,658 at 6%; with 100% employer match about $37,866 at 4% or $25,244 at 6%.
Duke Financial Group Inc. 1998 Restated Employee Profit Sharing Plan and Trust-166$2,893,681$502,854$3,029iApproximate average salary by contribution assumption: employee only about $75,731 at 4% or $50,487 at 6%; with 50% employer match about $50,487 at 4% or $33,658 at 6%; with 100% employer match about $37,866 at 4% or $25,244 at 6%.