Theis & Dougherty Financial Services Inc.
Plan context: Theis & Dougherty 401(K) Profit Sharing Plan
EIN 41-1818345 • Buffalo, MN • 4 filings • 2 plans
Current Snapshot
Latest Year
2011
2011 Participants
11
2011 Assets
$325,754
2011 Contributions
$41,649
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 11 | $325,754 | $41,649 | $3,786iApproximate average salary by contribution assumption: employee only about $94,657 at 4% or $63,105 at 6%; with 50% employer match about $63,105 at 4% or $42,070 at 6%; with 100% employer match about $47,328 at 4% or $31,552 at 6%. |
| Theis & Dougherty 401(K) Profit Sharing Plan | - | 11 | $325,754 | $41,649 | $3,786iApproximate average salary by contribution assumption: employee only about $94,657 at 4% or $63,105 at 6%; with 50% employer match about $63,105 at 4% or $42,070 at 6%; with 100% employer match about $47,328 at 4% or $31,552 at 6%. |
| 2010 | 1 | 10 | $305,741 | $34,653 | $3,465iApproximate average salary by contribution assumption: employee only about $86,633 at 4% or $57,755 at 6%; with 50% employer match about $57,755 at 4% or $38,503 at 6%; with 100% employer match about $43,316 at 4% or $28,878 at 6%. |
| Theis & Dougherty 401(K) Profit Sharing Plan | - | 10 | $305,741 | $34,653 | $3,465iApproximate average salary by contribution assumption: employee only about $86,633 at 4% or $57,755 at 6%; with 50% employer match about $57,755 at 4% or $38,503 at 6%; with 100% employer match about $43,316 at 4% or $28,878 at 6%. |
| 2009 | 1 | 12 | $248,134 | $37,968 | $3,164iApproximate average salary by contribution assumption: employee only about $79,100 at 4% or $52,733 at 6%; with 50% employer match about $52,733 at 4% or $35,156 at 6%; with 100% employer match about $39,550 at 4% or $26,367 at 6%. |
| Theis & Dougherty 401(K) Profit Sharing Plan | - | 12 | $248,134 | $37,968 | $3,164iApproximate average salary by contribution assumption: employee only about $79,100 at 4% or $52,733 at 6%; with 50% employer match about $52,733 at 4% or $35,156 at 6%; with 100% employer match about $39,550 at 4% or $26,367 at 6%. |
| 2007 | 1 | 10 | $105,244 | $101,522 | $10,152iApproximate average salary by contribution assumption: employee only about $253,805 at 4% or $169,203 at 6%; with 50% employer match about $169,203 at 4% or $112,802 at 6%; with 100% employer match about $126,903 at 4% or $84,602 at 6%. |
| Theis & Dougherty 401(K) Profit Sharing Plan | - | 10 | $105,244 | $101,522 | $10,152iApproximate average salary by contribution assumption: employee only about $253,805 at 4% or $169,203 at 6%; with 50% employer match about $169,203 at 4% or $112,802 at 6%; with 100% employer match about $126,903 at 4% or $84,602 at 6%. |