Dan J Engelsman Acctg PC
Plan context: Dan J Engelsman Acctg PC Empllyee Stock Bonus 401(K) Plan
EIN 42-1159235 • Sheldon, IA • 21 filings • 7 plans
Current Snapshot
Latest Year
2020
2020 Participants
2
2020 Assets
$298,229
2020 Contributions
$7,772
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $7,772 | - |
| Dan J Engelsman Acctg PC Empllyee Stock Bonus 401(K) Plan | - | 0 | - | $7,772 | - |
| 2019 | 1 | 2 | $298,229 | $12,414 | $6,207iApproximate average salary by contribution assumption: employee only about $155,175 at 4% or $103,450 at 6%; with 50% employer match about $103,450 at 4% or $68,967 at 6%; with 100% employer match about $77,588 at 4% or $51,725 at 6%. |
| Dan J Engelsman Acctg PC Empllyee Stock Bonus 401(K) Plan | - | 2 | $298,229 | $12,414 | $6,207iApproximate average salary by contribution assumption: employee only about $155,175 at 4% or $103,450 at 6%; with 50% employer match about $103,450 at 4% or $68,967 at 6%; with 100% employer match about $77,588 at 4% or $51,725 at 6%. |
| 2018 | 1 | 2 | $250,164 | $12,300 | $6,150iApproximate average salary by contribution assumption: employee only about $153,750 at 4% or $102,500 at 6%; with 50% employer match about $102,500 at 4% or $68,333 at 6%; with 100% employer match about $76,875 at 4% or $51,250 at 6%. |
| Dan J Engelsman Acctg PC Empllyee Stock Bonus 401(K) Plan | - | 2 | $250,164 | $12,300 | $6,150iApproximate average salary by contribution assumption: employee only about $153,750 at 4% or $102,500 at 6%; with 50% employer match about $102,500 at 4% or $68,333 at 6%; with 100% employer match about $76,875 at 4% or $51,250 at 6%. |
| 2017 | 1 | 2 | $395,707 | $14,016 | $7,008iApproximate average salary by contribution assumption: employee only about $175,200 at 4% or $116,800 at 6%; with 50% employer match about $116,800 at 4% or $77,867 at 6%; with 100% employer match about $87,600 at 4% or $58,400 at 6%. |
| Dan J Engelsman Acctg PC Empllyee Stock Bonus 401(K) Plan | - | 2 | $395,707 | $14,016 | $7,008iApproximate average salary by contribution assumption: employee only about $175,200 at 4% or $116,800 at 6%; with 50% employer match about $116,800 at 4% or $77,867 at 6%; with 100% employer match about $87,600 at 4% or $58,400 at 6%. |
| 2016 | 1 | 2 | $471,345 | $15,726 | $7,863iApproximate average salary by contribution assumption: employee only about $196,575 at 4% or $131,050 at 6%; with 50% employer match about $131,050 at 4% or $87,367 at 6%; with 100% employer match about $98,288 at 4% or $65,525 at 6%. |
| Dan J Engelsman Acctg PC Empllyee Stock Bonus 401(K) Plan | - | 2 | $471,345 | $15,726 | $7,863iApproximate average salary by contribution assumption: employee only about $196,575 at 4% or $131,050 at 6%; with 50% employer match about $131,050 at 4% or $87,367 at 6%; with 100% employer match about $98,288 at 4% or $65,525 at 6%. |
| 2015 | 1 | 2 | $439,518 | $15,660 | $7,830iApproximate average salary by contribution assumption: employee only about $195,750 at 4% or $130,500 at 6%; with 50% employer match about $130,500 at 4% or $87,000 at 6%; with 100% employer match about $97,875 at 4% or $65,250 at 6%. |
| Dan J Engelsman Acctg PC Empllyee Stock Bonus 401(K) Plan | - | 2 | $439,518 | $15,660 | $7,830iApproximate average salary by contribution assumption: employee only about $195,750 at 4% or $130,500 at 6%; with 50% employer match about $130,500 at 4% or $87,000 at 6%; with 100% employer match about $97,875 at 4% or $65,250 at 6%. |
| 2014 | 1 | 2 | $446,206 | $13,998 | $6,999iApproximate average salary by contribution assumption: employee only about $174,975 at 4% or $116,650 at 6%; with 50% employer match about $116,650 at 4% or $77,767 at 6%; with 100% employer match about $87,488 at 4% or $58,325 at 6%. |
| Dan J Engelsman Acctg PC Empllyee Stock Bonus 401(K) Plan | - | 2 | $446,206 | $13,998 | $6,999iApproximate average salary by contribution assumption: employee only about $174,975 at 4% or $116,650 at 6%; with 50% employer match about $116,650 at 4% or $77,767 at 6%; with 100% employer match about $87,488 at 4% or $58,325 at 6%. |
| 2013 | 1 | 2 | $380,767 | $17,489 | $8,745iApproximate average salary by contribution assumption: employee only about $218,613 at 4% or $145,742 at 6%; with 50% employer match about $145,742 at 4% or $97,161 at 6%; with 100% employer match about $109,306 at 4% or $72,871 at 6%. |
| Dan J Engelsman Acctg PC Empllyee Stock Bonus 401(K) Plan | - | 2 | $380,767 | $17,489 | $8,745iApproximate average salary by contribution assumption: employee only about $218,613 at 4% or $145,742 at 6%; with 50% employer match about $145,742 at 4% or $97,161 at 6%; with 100% employer match about $109,306 at 4% or $72,871 at 6%. |
| 2012 | 1 | 2 | $328,265 | $17,451 | $8,726iApproximate average salary by contribution assumption: employee only about $218,138 at 4% or $145,425 at 6%; with 50% employer match about $145,425 at 4% or $96,950 at 6%; with 100% employer match about $109,069 at 4% or $72,713 at 6%. |
| Dan J Engelsman Acctg PC Empllyee Stock Bonus 401(K) Plan | - | 2 | $328,265 | $17,451 | $8,726iApproximate average salary by contribution assumption: employee only about $218,138 at 4% or $145,425 at 6%; with 50% employer match about $145,425 at 4% or $96,950 at 6%; with 100% employer match about $109,069 at 4% or $72,713 at 6%. |
| 2011 | 1 | 2 | $295,443 | $26,560 | $13,280iApproximate average salary by contribution assumption: employee only about $332,000 at 4% or $221,333 at 6%; with 50% employer match about $221,333 at 4% or $147,556 at 6%; with 100% employer match about $166,000 at 4% or $110,667 at 6%. |
| Dan J Engelsman Acctg PC Empllyee Stock Bonus 401(K) Plan | - | 2 | $295,443 | $26,560 | $13,280iApproximate average salary by contribution assumption: employee only about $332,000 at 4% or $221,333 at 6%; with 50% employer match about $221,333 at 4% or $147,556 at 6%; with 100% employer match about $166,000 at 4% or $110,667 at 6%. |
| 2010 | 1 | 3 | $363,921 | $24,809 | $8,270iApproximate average salary by contribution assumption: employee only about $206,742 at 4% or $137,828 at 6%; with 50% employer match about $137,828 at 4% or $91,885 at 6%; with 100% employer match about $103,371 at 4% or $68,914 at 6%. |
| Dan J Engelsman Acctg PC Empllyee Stock Bonus 401(K) Plan | - | 3 | $363,921 | $24,809 | $8,270iApproximate average salary by contribution assumption: employee only about $206,742 at 4% or $137,828 at 6%; with 50% employer match about $137,828 at 4% or $91,885 at 6%; with 100% employer match about $103,371 at 4% or $68,914 at 6%. |
| 2009 | 1 | 3 | $312,065 | $21,897 | $7,299iApproximate average salary by contribution assumption: employee only about $182,475 at 4% or $121,650 at 6%; with 50% employer match about $121,650 at 4% or $81,100 at 6%; with 100% employer match about $91,238 at 4% or $60,825 at 6%. |
| Dan J Engelsman Acctg PC Empllyee Stock Bonus 401(K) Plan | - | 3 | $312,065 | $21,897 | $7,299iApproximate average salary by contribution assumption: employee only about $182,475 at 4% or $121,650 at 6%; with 50% employer match about $121,650 at 4% or $81,100 at 6%; with 100% employer match about $91,238 at 4% or $60,825 at 6%. |
| 2008 | 1 | 3 | $247,097 | $32,749 | $10,916iApproximate average salary by contribution assumption: employee only about $272,908 at 4% or $181,939 at 6%; with 50% employer match about $181,939 at 4% or $121,293 at 6%; with 100% employer match about $136,454 at 4% or $90,969 at 6%. |
| Dan J Engelsman Acctg PC Empllyee Stock Bonus 401(K) Plan | - | 3 | $247,097 | $32,749 | $10,916iApproximate average salary by contribution assumption: employee only about $272,908 at 4% or $181,939 at 6%; with 50% employer match about $181,939 at 4% or $121,293 at 6%; with 100% employer match about $136,454 at 4% or $90,969 at 6%. |
| 2007 | 1 | 3 | $280,637 | $28,372 | $9,457iApproximate average salary by contribution assumption: employee only about $236,433 at 4% or $157,622 at 6%; with 50% employer match about $157,622 at 4% or $105,081 at 6%; with 100% employer match about $118,217 at 4% or $78,811 at 6%. |
| Dan J Engelsman Acctg PC Empllyee Stock Bonus 401(K) Plan | - | 3 | $280,637 | $28,372 | $9,457iApproximate average salary by contribution assumption: employee only about $236,433 at 4% or $157,622 at 6%; with 50% employer match about $157,622 at 4% or $105,081 at 6%; with 100% employer match about $118,217 at 4% or $78,811 at 6%. |
| 2006 | 1 | 3 | $241,414 | $22,232 | $7,411iApproximate average salary by contribution assumption: employee only about $185,267 at 4% or $123,511 at 6%; with 50% employer match about $123,511 at 4% or $82,341 at 6%; with 100% employer match about $92,633 at 4% or $61,756 at 6%. |
| Dan J Engelsman Acctg PC Empllyee Stock Bonus 401(K) Plan | - | 3 | $241,414 | $22,232 | $7,411iApproximate average salary by contribution assumption: employee only about $185,267 at 4% or $123,511 at 6%; with 50% employer match about $123,511 at 4% or $82,341 at 6%; with 100% employer match about $92,633 at 4% or $61,756 at 6%. |
| 2005 | 1 | 3 | $200,086 | $18,751 | $6,250iApproximate average salary by contribution assumption: employee only about $156,258 at 4% or $104,172 at 6%; with 50% employer match about $104,172 at 4% or $69,448 at 6%; with 100% employer match about $78,129 at 4% or $52,086 at 6%. |
| Dan J Engelsman Acctg PC Empllyee Stock Bonus 401(K) Plan | - | 3 | $200,086 | $18,751 | $6,250iApproximate average salary by contribution assumption: employee only about $156,258 at 4% or $104,172 at 6%; with 50% employer match about $104,172 at 4% or $69,448 at 6%; with 100% employer match about $78,129 at 4% or $52,086 at 6%. |
| 2004 | 1 | 3 | $179,667 | $16,000 | $5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%. |
| Dan J Engelsman Acctg PC Empllyee Stock Bonus 401(K) Plan | - | 3 | $179,667 | $16,000 | $5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%. |
| 2003 | 1 | 4 | $148,797 | $10,804 | $2,701iApproximate average salary by contribution assumption: employee only about $67,525 at 4% or $45,017 at 6%; with 50% employer match about $45,017 at 4% or $30,011 at 6%; with 100% employer match about $33,763 at 4% or $22,508 at 6%. |
| Dan J Engelsman Acctg PC Empllyee Stock Bonus 401(K) Plan | - | 4 | $148,797 | $10,804 | $2,701iApproximate average salary by contribution assumption: employee only about $67,525 at 4% or $45,017 at 6%; with 50% employer match about $45,017 at 4% or $30,011 at 6%; with 100% employer match about $33,763 at 4% or $22,508 at 6%. |
| 2002 | 1 | 4 | $135,597 | $10,801 | $2,700iApproximate average salary by contribution assumption: employee only about $67,506 at 4% or $45,004 at 6%; with 50% employer match about $45,004 at 4% or $30,003 at 6%; with 100% employer match about $33,753 at 4% or $22,502 at 6%. |
| Dan J Engelsman Acctg PC Empllyee Stock Bonus 401(K) Plan | - | 4 | $135,597 | $10,801 | $2,700iApproximate average salary by contribution assumption: employee only about $67,506 at 4% or $45,004 at 6%; with 50% employer match about $45,004 at 4% or $30,003 at 6%; with 100% employer match about $33,753 at 4% or $22,502 at 6%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| Dan J Engelsman Acctg PC Empllyee Stock Bonus 401(K) Plan | - | 0 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Dan J Engelsman Acctg PC Empllyee Stock Bonus 401(K) Plan | - | 4 | - | - | - |