Duckworth Wealth Advisors Inc.
Plan context: Duckworth Wealth Advisors 401(K) Profit Sharing Plan
EIN 46-3872155 • Newport Beach, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
7
2017 Assets
$2,127,107
2017 Contributions
$61,181
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $61,181 | - |
| Duckworth Wealth Advisors 401(K) Profit Sharing Plan | - | 0 | $0 | $61,181 | - |
| 2016 | 1 | 7 | $2,127,107 | $87,817 | $12,545iApproximate average salary by contribution assumption: employee only about $313,632 at 4% or $209,088 at 6%; with 50% employer match about $209,088 at 4% or $139,392 at 6%; with 100% employer match about $156,816 at 4% or $104,544 at 6%. |
| Duckworth Wealth Advisors 401(K) Profit Sharing Plan | - | 7 | $2,127,107 | $87,817 | $12,545iApproximate average salary by contribution assumption: employee only about $313,632 at 4% or $209,088 at 6%; with 50% employer match about $209,088 at 4% or $139,392 at 6%; with 100% employer match about $156,816 at 4% or $104,544 at 6%. |
| 2015 | 1 | 6 | $1,909,277 | $93,841 | $15,640iApproximate average salary by contribution assumption: employee only about $391,004 at 4% or $260,669 at 6%; with 50% employer match about $260,669 at 4% or $173,780 at 6%; with 100% employer match about $195,502 at 4% or $130,335 at 6%. |
| Duckworth Wealth Advisors 401(K) Profit Sharing Plan | - | 6 | $1,909,277 | $93,841 | $15,640iApproximate average salary by contribution assumption: employee only about $391,004 at 4% or $260,669 at 6%; with 50% employer match about $260,669 at 4% or $173,780 at 6%; with 100% employer match about $195,502 at 4% or $130,335 at 6%. |
| 2014 | 1 | 7 | $1,855,210 | $73,455 | $10,494iApproximate average salary by contribution assumption: employee only about $262,339 at 4% or $174,893 at 6%; with 50% employer match about $174,893 at 4% or $116,595 at 6%; with 100% employer match about $131,170 at 4% or $87,446 at 6%. |
| Duckworth Wealth Advisors 401(K) Profit Sharing Plan | - | 7 | $1,855,210 | $73,455 | $10,494iApproximate average salary by contribution assumption: employee only about $262,339 at 4% or $174,893 at 6%; with 50% employer match about $174,893 at 4% or $116,595 at 6%; with 100% employer match about $131,170 at 4% or $87,446 at 6%. |
| 2013 | 1 | 8 | $1,888,434 | $77,584 | $9,698iApproximate average salary by contribution assumption: employee only about $242,450 at 4% or $161,633 at 6%; with 50% employer match about $161,633 at 4% or $107,756 at 6%; with 100% employer match about $121,225 at 4% or $80,817 at 6%. |
| Duckworth Wealth Advisors 401(K) Profit Sharing Plan | - | 8 | $1,888,434 | $77,584 | $9,698iApproximate average salary by contribution assumption: employee only about $242,450 at 4% or $161,633 at 6%; with 50% employer match about $161,633 at 4% or $107,756 at 6%; with 100% employer match about $121,225 at 4% or $80,817 at 6%. |