Civic Intelligence

Dad Mso

Plan context: Dad Mso Cash Balance Plan

EIN 47-4584390 • Port Arthur, TX • 18 filings • 5 plans

2501 Jimmy Johnson Blvd., Suite 305Port Arthur, TX 77640
Current Snapshot

Latest Year

2022

2022 Participants

11

2022 Assets

$2,761,826

2022 Contributions

$217,474

Historical Graphs

Total Assets Over Time

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

$3,113,007$1,556,504$0201420182021YearValue
$2,761,826Latest year 2021

Participants Over Time

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

1160201420182021YearValue
11Latest year 2021

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
202220$0$0-
Dad Mso Cash Balance Plan-0$0$0-
Don a Duplan, MD 401(K) P/S Plan-0$0$0-
2021211$2,761,826$217,474$19,770iApproximate average salary by contribution assumption: employee only about $494,259 at 4% or $329,506 at 6%; with 50% employer match about $329,506 at 4% or $219,671 at 6%; with 100% employer match about $247,130 at 4% or $164,753 at 6%.
Dad Mso Cash Balance Plan-11$1,561,458$217,474$19,770iApproximate average salary by contribution assumption: employee only about $494,259 at 4% or $329,506 at 6%; with 50% employer match about $329,506 at 4% or $219,671 at 6%; with 100% employer match about $247,130 at 4% or $164,753 at 6%.
Don a Duplan, MD 401(K) P/S Plan-9$1,200,368$0-
202029$2,400,160$12,256$1,362iApproximate average salary by contribution assumption: employee only about $34,044 at 4% or $22,696 at 6%; with 50% employer match about $22,696 at 4% or $15,131 at 6%; with 100% employer match about $17,022 at 4% or $11,348 at 6%.
Dad Mso Cash Balance Plan-9$1,217,462$0-
Don a Duplan, MD 401(K) P/S Plan-9$1,182,698$12,256$1,362iApproximate average salary by contribution assumption: employee only about $34,044 at 4% or $22,696 at 6%; with 50% employer match about $22,696 at 4% or $15,131 at 6%; with 100% employer match about $17,022 at 4% or $11,348 at 6%.
201939$3,113,007$256,968$28,552iApproximate average salary by contribution assumption: employee only about $713,800 at 4% or $475,867 at 6%; with 50% employer match about $475,867 at 4% or $317,244 at 6%; with 100% employer match about $356,900 at 4% or $237,933 at 6%.
Don a Duplan, MD 401(K) P/S Plan-7$1,065,827$78,511$11,216iApproximate average salary by contribution assumption: employee only about $280,396 at 4% or $186,931 at 6%; with 50% employer match about $186,931 at 4% or $124,621 at 6%; with 100% employer match about $140,198 at 4% or $93,465 at 6%.
Dad Mso Cash Balance Plan-9$1,061,090$75,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Dad Mso Cash Balance Plan-7$986,090$103,457$14,780iApproximate average salary by contribution assumption: employee only about $369,489 at 4% or $246,326 at 6%; with 50% employer match about $246,326 at 4% or $164,217 at 6%; with 100% employer match about $184,745 at 4% or $123,163 at 6%.
2018210$1,670,708$192,560$19,256iApproximate average salary by contribution assumption: employee only about $481,400 at 4% or $320,933 at 6%; with 50% employer match about $320,933 at 4% or $213,956 at 6%; with 100% employer match about $240,700 at 4% or $160,467 at 6%.
Don a Duplan, MD 401(K) P/S Plan-10$835,967$89,103$8,910iApproximate average salary by contribution assumption: employee only about $222,757 at 4% or $148,505 at 6%; with 50% employer match about $148,505 at 4% or $99,003 at 6%; with 100% employer match about $111,379 at 4% or $74,253 at 6%.
Dad Mso Cash Balance Plan-8$834,741$103,457$12,932iApproximate average salary by contribution assumption: employee only about $323,303 at 4% or $215,535 at 6%; with 50% employer match about $215,535 at 4% or $143,690 at 6%; with 100% employer match about $161,652 at 4% or $107,768 at 6%.
201729$1,593,340$311,590$34,621iApproximate average salary by contribution assumption: employee only about $865,528 at 4% or $577,019 at 6%; with 50% employer match about $577,019 at 4% or $384,679 at 6%; with 100% employer match about $432,764 at 4% or $288,509 at 6%.
Don a Duplan, MD 401(K) P/S Plan-9$813,320$90,830$10,092iApproximate average salary by contribution assumption: employee only about $252,306 at 4% or $168,204 at 6%; with 50% employer match about $168,204 at 4% or $112,136 at 6%; with 100% employer match about $126,153 at 4% or $84,102 at 6%.
Dad Mso Cash Balance Plan-7$780,020$220,760$31,537iApproximate average salary by contribution assumption: employee only about $788,429 at 4% or $525,619 at 6%; with 50% employer match about $525,619 at 4% or $350,413 at 6%; with 100% employer match about $394,214 at 4% or $262,810 at 6%.
201628$1,124,668$255,547$31,943iApproximate average salary by contribution assumption: employee only about $798,584 at 4% or $532,390 at 6%; with 50% employer match about $532,390 at 4% or $354,926 at 6%; with 100% employer match about $399,292 at 4% or $266,195 at 6%.
Don a Duplan, MD 401(K) P/S Plan-0$640,976$89,248-
Dad Mso Cash Balance Plan-8$483,692$166,299$20,787iApproximate average salary by contribution assumption: employee only about $519,684 at 4% or $346,456 at 6%; with 50% employer match about $346,456 at 4% or $230,971 at 6%; with 100% employer match about $259,842 at 4% or $173,228 at 6%.
201528$846,487$164,131$20,516iApproximate average salary by contribution assumption: employee only about $512,909 at 4% or $341,940 at 6%; with 50% employer match about $341,940 at 4% or $227,960 at 6%; with 100% employer match about $256,455 at 4% or $170,970 at 6%.
Don a Duplan, MD 401(K) P/S Plan-6$523,062$70,806$11,801iApproximate average salary by contribution assumption: employee only about $295,025 at 4% or $196,683 at 6%; with 50% employer match about $196,683 at 4% or $131,122 at 6%; with 100% employer match about $147,513 at 4% or $98,342 at 6%.
Dad Mso Cash Balance Plan-8$323,425$93,325$11,666iApproximate average salary by contribution assumption: employee only about $291,641 at 4% or $194,427 at 6%; with 50% employer match about $194,427 at 4% or $129,618 at 6%; with 100% employer match about $145,820 at 4% or $97,214 at 6%.
201418$230,000$230,000$28,750iApproximate average salary by contribution assumption: employee only about $718,750 at 4% or $479,167 at 6%; with 50% employer match about $479,167 at 4% or $319,444 at 6%; with 100% employer match about $359,375 at 4% or $239,583 at 6%.
Dad Mso Cash Balance Plan-8$230,000$230,000$28,750iApproximate average salary by contribution assumption: employee only about $718,750 at 4% or $479,167 at 6%; with 50% employer match about $479,167 at 4% or $319,444 at 6%; with 100% employer match about $359,375 at 4% or $239,583 at 6%.