Civic Intelligence

Duncan Investment Advisors Inc.

Plan context: Duncan Investment Advisors Inc. Defined Benefit Plan

EIN 45-0596877 • Carlsbad, CA • 32 filings • 2 plans

5973 Avenida Encinas, Suite 210Carlsbad, CA 92008
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$2,958,372

2024 Contributions

$525,811

Historical Graphs

Total Assets Over Time

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

$4,988,292$2,494,146$0200920162023YearValue
$2,958,372Latest year 2023

Participants Over Time

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

1050200820162023YearValue
1Latest year 2023

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
202420$0$0-
Duncan Investment Advisors Inc. Defined Benefit Plan-0$0$0-
Duncan Financial Safe Harbor 401(K) Plan-0$0$0-
202321$2,958,372$0-
Duncan Investment Advisors Inc. Defined Benefit Plan-1$2,693,042$0-
Duncan Financial Safe Harbor 401(K) Plan-1$265,330$0-
202221$2,799,865$525,811$525,811iApproximate average salary by contribution assumption: employee only about $13,145,275 at 4% or $8,763,517 at 6%; with 50% employer match about $8,763,517 at 4% or $5,842,344 at 6%; with 100% employer match about $6,572,638 at 4% or $4,381,758 at 6%.
Duncan Investment Advisors Inc. Defined Benefit Plan-1$2,075,963$500,000$500,000iApproximate average salary by contribution assumption: employee only about $12,500,000 at 4% or $8,333,333 at 6%; with 50% employer match about $8,333,333 at 4% or $5,555,556 at 6%; with 100% employer match about $6,250,000 at 4% or $4,166,667 at 6%.
Duncan Financial Safe Harbor 401(K) Plan-1$723,902$25,811$25,811iApproximate average salary by contribution assumption: employee only about $645,275 at 4% or $430,183 at 6%; with 50% employer match about $430,183 at 4% or $286,789 at 6%; with 100% employer match about $322,638 at 4% or $215,092 at 6%.
202127$4,988,292$492,364$70,338iApproximate average salary by contribution assumption: employee only about $1,758,443 at 4% or $1,172,295 at 6%; with 50% employer match about $1,172,295 at 4% or $781,530 at 6%; with 100% employer match about $879,221 at 4% or $586,148 at 6%.
Duncan Investment Advisors Inc. Defined Benefit Plan-6$2,777,925$250,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
Duncan Financial Safe Harbor 401(K) Plan-7$2,210,367$242,364$34,623iApproximate average salary by contribution assumption: employee only about $865,586 at 4% or $577,057 at 6%; with 50% employer match about $577,057 at 4% or $384,705 at 6%; with 100% employer match about $432,793 at 4% or $288,529 at 6%.
202027$3,660,319$125,028$17,861iApproximate average salary by contribution assumption: employee only about $446,529 at 4% or $297,686 at 6%; with 50% employer match about $297,686 at 4% or $198,457 at 6%; with 100% employer match about $223,264 at 4% or $148,843 at 6%.
Duncan Investment Advisors Inc. Defined Benefit Plan-7$1,997,450$50,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
Duncan Financial Safe Harbor 401(K) Plan-7$1,662,869$75,028$10,718iApproximate average salary by contribution assumption: employee only about $267,957 at 4% or $178,638 at 6%; with 50% employer match about $178,638 at 4% or $119,092 at 6%; with 100% employer match about $133,979 at 4% or $89,319 at 6%.
201927$3,168,295$262,600$37,514iApproximate average salary by contribution assumption: employee only about $937,857 at 4% or $625,238 at 6%; with 50% employer match about $625,238 at 4% or $416,825 at 6%; with 100% employer match about $468,929 at 4% or $312,619 at 6%.
Duncan Investment Advisors Inc. Defined Benefit Plan-7$1,776,498$180,000$25,714iApproximate average salary by contribution assumption: employee only about $642,857 at 4% or $428,571 at 6%; with 50% employer match about $428,571 at 4% or $285,714 at 6%; with 100% employer match about $321,429 at 4% or $214,286 at 6%.
Duncan Financial Safe Harbor 401(K) Plan-6$1,391,797$82,600$13,767iApproximate average salary by contribution assumption: employee only about $344,167 at 4% or $229,444 at 6%; with 50% employer match about $229,444 at 4% or $152,963 at 6%; with 100% employer match about $172,083 at 4% or $114,722 at 6%.
201827$2,530,680$156,951$22,422iApproximate average salary by contribution assumption: employee only about $560,539 at 4% or $373,693 at 6%; with 50% employer match about $373,693 at 4% or $249,129 at 6%; with 100% employer match about $280,270 at 4% or $186,846 at 6%.
Duncan Investment Advisors Inc. Defined Benefit Plan-7$1,312,139$65,000$9,286iApproximate average salary by contribution assumption: employee only about $232,143 at 4% or $154,762 at 6%; with 50% employer match about $154,762 at 4% or $103,175 at 6%; with 100% employer match about $116,071 at 4% or $77,381 at 6%.
Duncan Financial Safe Harbor 401(K) Plan-7$1,218,541$91,951$13,136iApproximate average salary by contribution assumption: employee only about $328,396 at 4% or $218,931 at 6%; with 50% employer match about $218,931 at 4% or $145,954 at 6%; with 100% employer match about $164,198 at 4% or $109,465 at 6%.
201729$2,747,765$177,594$19,733iApproximate average salary by contribution assumption: employee only about $493,317 at 4% or $328,878 at 6%; with 50% employer match about $328,878 at 4% or $219,252 at 6%; with 100% employer match about $246,658 at 4% or $164,439 at 6%.
Duncan Investment Advisors Inc. Defined Benefit Plan-7$1,477,693$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
Duncan Financial Safe Harbor 401(K) Plan-9$1,270,072$117,594$13,066iApproximate average salary by contribution assumption: employee only about $326,650 at 4% or $217,767 at 6%; with 50% employer match about $217,767 at 4% or $145,178 at 6%; with 100% employer match about $163,325 at 4% or $108,883 at 6%.
201628$2,230,995$86,935$10,867iApproximate average salary by contribution assumption: employee only about $271,672 at 4% or $181,115 at 6%; with 50% employer match about $181,115 at 4% or $120,743 at 6%; with 100% employer match about $135,836 at 4% or $90,557 at 6%.
Duncan Investment Advisors Inc. Defined Benefit Plan-7$1,250,224$7,500$1,071iApproximate average salary by contribution assumption: employee only about $26,786 at 4% or $17,857 at 6%; with 50% employer match about $17,857 at 4% or $11,905 at 6%; with 100% employer match about $13,393 at 4% or $8,929 at 6%.
Duncan Financial Safe Harbor 401(K) Plan-8$980,771$79,435$9,929iApproximate average salary by contribution assumption: employee only about $248,234 at 4% or $165,490 at 6%; with 50% employer match about $165,490 at 4% or $110,326 at 6%; with 100% employer match about $124,117 at 4% or $82,745 at 6%.
201527$1,976,672$125,395$17,914iApproximate average salary by contribution assumption: employee only about $447,839 at 4% or $298,560 at 6%; with 50% employer match about $298,560 at 4% or $199,040 at 6%; with 100% employer match about $223,920 at 4% or $149,280 at 6%.
Duncan Investment Advisors Inc. Defined Benefit Plan-7$1,137,322$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
Duncan Financial Safe Harbor 401(K) Plan-7$839,350$95,395$13,628iApproximate average salary by contribution assumption: employee only about $340,696 at 4% or $227,131 at 6%; with 50% employer match about $227,131 at 4% or $151,421 at 6%; with 100% employer match about $170,348 at 4% or $113,565 at 6%.
2014210$1,958,164$339,300$33,930iApproximate average salary by contribution assumption: employee only about $848,250 at 4% or $565,500 at 6%; with 50% employer match about $565,500 at 4% or $377,000 at 6%; with 100% employer match about $424,125 at 4% or $282,750 at 6%.
Duncan Investment Advisors Inc. Defined Benefit Plan-10$1,209,611$247,500$24,750iApproximate average salary by contribution assumption: employee only about $618,750 at 4% or $412,500 at 6%; with 50% employer match about $412,500 at 4% or $275,000 at 6%; with 100% employer match about $309,375 at 4% or $206,250 at 6%.
Duncan Financial Safe Harbor 401(K) Plan-7$748,553$91,800$13,114iApproximate average salary by contribution assumption: employee only about $327,857 at 4% or $218,571 at 6%; with 50% employer match about $218,571 at 4% or $145,714 at 6%; with 100% employer match about $163,929 at 4% or $109,286 at 6%.
201329$1,599,752$300,445$33,383iApproximate average salary by contribution assumption: employee only about $834,569 at 4% or $556,380 at 6%; with 50% employer match about $556,380 at 4% or $370,920 at 6%; with 100% employer match about $417,285 at 4% or $278,190 at 6%.
Duncan Investment Advisors Inc. Defined Benefit Plan-9$982,496$212,500$23,611iApproximate average salary by contribution assumption: employee only about $590,278 at 4% or $393,519 at 6%; with 50% employer match about $393,519 at 4% or $262,346 at 6%; with 100% employer match about $295,139 at 4% or $196,759 at 6%.
Duncan Financial Safe Harbor 401(K) Plan-7$617,256$87,945$12,564iApproximate average salary by contribution assumption: employee only about $314,089 at 4% or $209,393 at 6%; with 50% employer match about $209,393 at 4% or $139,595 at 6%; with 100% employer match about $157,045 at 4% or $104,696 at 6%.
201227$1,184,240$221,055$31,579iApproximate average salary by contribution assumption: employee only about $789,482 at 4% or $526,321 at 6%; with 50% employer match about $526,321 at 4% or $350,881 at 6%; with 100% employer match about $394,741 at 4% or $263,161 at 6%.
Duncan Investment Advisors Inc. Defined Benefit Plan-7$744,182$145,000$20,714iApproximate average salary by contribution assumption: employee only about $517,857 at 4% or $345,238 at 6%; with 50% employer match about $345,238 at 4% or $230,159 at 6%; with 100% employer match about $258,929 at 4% or $172,619 at 6%.
Duncan Financial Safe Harbor 401(K) Plan-5$440,058$76,055$15,211iApproximate average salary by contribution assumption: employee only about $380,275 at 4% or $253,517 at 6%; with 50% employer match about $253,517 at 4% or $169,011 at 6%; with 100% employer match about $190,138 at 4% or $126,758 at 6%.
201127$914,731$179,262$25,609iApproximate average salary by contribution assumption: employee only about $640,221 at 4% or $426,814 at 6%; with 50% employer match about $426,814 at 4% or $284,543 at 6%; with 100% employer match about $320,111 at 4% or $213,407 at 6%.
Duncan Investment Advisors Inc. Defined Benefit Plan-7$599,065$125,000$17,857iApproximate average salary by contribution assumption: employee only about $446,429 at 4% or $297,619 at 6%; with 50% employer match about $297,619 at 4% or $198,413 at 6%; with 100% employer match about $223,214 at 4% or $148,810 at 6%.
Duncan Financial Safe Harbor 401(K) Plan-4$315,666$54,262$13,566iApproximate average salary by contribution assumption: employee only about $339,138 at 4% or $226,092 at 6%; with 50% employer match about $226,092 at 4% or $150,728 at 6%; with 100% employer match about $169,569 at 4% or $113,046 at 6%.
201026$875,164$144,320$24,053iApproximate average salary by contribution assumption: employee only about $601,333 at 4% or $400,889 at 6%; with 50% employer match about $400,889 at 4% or $267,259 at 6%; with 100% employer match about $300,667 at 4% or $200,444 at 6%.
Duncan Investment Advisors Inc. Defined Benefit Plan-6$595,698$110,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
Duncan Financial Safe Harbor 401(K) Plan-2$279,466$34,320$17,160iApproximate average salary by contribution assumption: employee only about $429,000 at 4% or $286,000 at 6%; with 50% employer match about $286,000 at 4% or $190,667 at 6%; with 100% employer match about $214,500 at 4% or $143,000 at 6%.
200914$417,729$90,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Duncan Investment Advisors Inc. Defined Benefit Plan-4$417,729$90,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
200812$0$0-
Duncan Investment Advisors Inc. Defined Benefit Plan-2---