Civic Intelligence

Duncan Williams Asset Management LLC

Plan context: Duncan Williams Asset Management LLC 401(K) Plan

EIN 47-3030907 • Memphis, TN • 9 filings • 1 plans

5350 Poplar Avenue, Suite 600Memphis, TN 38119
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$451,035

2024 Contributions

$116,643

Historical Graphs

Total Assets Over Time

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

$451,035$225,518$0201620202024YearValue
$451,035Latest year 2024

Participants Over Time

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

20100201620202024YearValue
20Latest year 2024

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
2024120$451,035$116,643$5,832iApproximate average salary by contribution assumption: employee only about $145,804 at 4% or $97,203 at 6%; with 50% employer match about $97,203 at 4% or $64,802 at 6%; with 100% employer match about $72,902 at 4% or $48,601 at 6%.
Duncan Williams Asset Management LLC 401(K) Plan-20$451,035$116,643$5,832iApproximate average salary by contribution assumption: employee only about $145,804 at 4% or $97,203 at 6%; with 50% employer match about $97,203 at 4% or $64,802 at 6%; with 100% employer match about $72,902 at 4% or $48,601 at 6%.
2023112$302,022$54,591$4,549iApproximate average salary by contribution assumption: employee only about $113,731 at 4% or $75,821 at 6%; with 50% employer match about $75,821 at 4% or $50,547 at 6%; with 100% employer match about $56,866 at 4% or $37,910 at 6%.
Duncan Williams Asset Management LLC 401(K) Plan-12$302,022$54,591$4,549iApproximate average salary by contribution assumption: employee only about $113,731 at 4% or $75,821 at 6%; with 50% employer match about $75,821 at 4% or $50,547 at 6%; with 100% employer match about $56,866 at 4% or $37,910 at 6%.
202219$213,606$36,352$4,039iApproximate average salary by contribution assumption: employee only about $100,978 at 4% or $67,319 at 6%; with 50% employer match about $67,319 at 4% or $44,879 at 6%; with 100% employer match about $50,489 at 4% or $33,659 at 6%.
Duncan Williams Asset Management LLC 401(K) Plan-9$213,606$36,352$4,039iApproximate average salary by contribution assumption: employee only about $100,978 at 4% or $67,319 at 6%; with 50% employer match about $67,319 at 4% or $44,879 at 6%; with 100% employer match about $50,489 at 4% or $33,659 at 6%.
202119$226,219$45,514$5,057iApproximate average salary by contribution assumption: employee only about $126,428 at 4% or $84,285 at 6%; with 50% employer match about $84,285 at 4% or $56,190 at 6%; with 100% employer match about $63,214 at 4% or $42,143 at 6%.
Duncan Williams Asset Management LLC 401(K) Plan-9$226,219$45,514$5,057iApproximate average salary by contribution assumption: employee only about $126,428 at 4% or $84,285 at 6%; with 50% employer match about $84,285 at 4% or $56,190 at 6%; with 100% employer match about $63,214 at 4% or $42,143 at 6%.
2020110$158,298$32,316$3,232iApproximate average salary by contribution assumption: employee only about $80,790 at 4% or $53,860 at 6%; with 50% employer match about $53,860 at 4% or $35,907 at 6%; with 100% employer match about $40,395 at 4% or $26,930 at 6%.
Duncan Williams Asset Management LLC 401(K) Plan-10$158,298$32,316$3,232iApproximate average salary by contribution assumption: employee only about $80,790 at 4% or $53,860 at 6%; with 50% employer match about $53,860 at 4% or $35,907 at 6%; with 100% employer match about $40,395 at 4% or $26,930 at 6%.
201918$100,072$26,300$3,288iApproximate average salary by contribution assumption: employee only about $82,188 at 4% or $54,792 at 6%; with 50% employer match about $54,792 at 4% or $36,528 at 6%; with 100% employer match about $41,094 at 4% or $27,396 at 6%.
Duncan Williams Asset Management LLC 401(K) Plan-8$100,072$26,300$3,288iApproximate average salary by contribution assumption: employee only about $82,188 at 4% or $54,792 at 6%; with 50% employer match about $54,792 at 4% or $36,528 at 6%; with 100% employer match about $41,094 at 4% or $27,396 at 6%.
201817$59,218$27,796$3,971iApproximate average salary by contribution assumption: employee only about $99,271 at 4% or $66,181 at 6%; with 50% employer match about $66,181 at 4% or $44,121 at 6%; with 100% employer match about $49,636 at 4% or $33,090 at 6%.
Duncan Williams Asset Management LLC 401(K) Plan-7$59,218$27,796$3,971iApproximate average salary by contribution assumption: employee only about $99,271 at 4% or $66,181 at 6%; with 50% employer match about $66,181 at 4% or $44,121 at 6%; with 100% employer match about $49,636 at 4% or $33,090 at 6%.
201718$69,472$24,775$3,097iApproximate average salary by contribution assumption: employee only about $77,422 at 4% or $51,615 at 6%; with 50% employer match about $51,615 at 4% or $34,410 at 6%; with 100% employer match about $38,711 at 4% or $25,807 at 6%.
Duncan Williams Asset Management LLC 401(K) Plan-8$69,472$24,775$3,097iApproximate average salary by contribution assumption: employee only about $77,422 at 4% or $51,615 at 6%; with 50% employer match about $51,615 at 4% or $34,410 at 6%; with 100% employer match about $38,711 at 4% or $25,807 at 6%.
201618$40,827$38,496$4,812iApproximate average salary by contribution assumption: employee only about $120,300 at 4% or $80,200 at 6%; with 50% employer match about $80,200 at 4% or $53,467 at 6%; with 100% employer match about $60,150 at 4% or $40,100 at 6%.
Duncan Williams Asset Management LLC 401(K) Plan-8$40,827$38,496$4,812iApproximate average salary by contribution assumption: employee only about $120,300 at 4% or $80,200 at 6%; with 50% employer match about $80,200 at 4% or $53,467 at 6%; with 100% employer match about $60,150 at 4% or $40,100 at 6%.