Civic Intelligence

D S F Advisors LLC

Plan context: D S F Advisors LLC 401(K) Profit Sharing Plan & Trust

EIN 51-0403581 • Boston, MA • 19 filings • 5 plans

341 Newbury St Ste 5Boston, MA 02115-2710
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$2,047,217

2024 Contributions

$225,291

Historical Graphs

Total Assets Over Time

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

$2,047,217$1,023,609$0200620152024YearValue
$2,047,217Latest year 2024

Participants Over Time

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

20100200620152024YearValue
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$2,047,217$225,291$11,265iApproximate average salary by contribution assumption: employee only about $281,614 at 4% or $187,743 at 6%; with 50% employer match about $187,743 at 4% or $125,162 at 6%; with 100% employer match about $140,807 at 4% or $93,871 at 6%.
D S F Advisors LLC 401(K) Profit Sharing Plan & Trust-20$2,047,217$225,291$11,265iApproximate average salary by contribution assumption: employee only about $281,614 at 4% or $187,743 at 6%; with 50% employer match about $187,743 at 4% or $125,162 at 6%; with 100% employer match about $140,807 at 4% or $93,871 at 6%.
2023118$1,608,080$245,663$13,648iApproximate average salary by contribution assumption: employee only about $341,199 at 4% or $227,466 at 6%; with 50% employer match about $227,466 at 4% or $151,644 at 6%; with 100% employer match about $170,599 at 4% or $113,733 at 6%.
D S F Advisors LLC 401(K) Profit Sharing Plan & Trust-18$1,608,080$245,663$13,648iApproximate average salary by contribution assumption: employee only about $341,199 at 4% or $227,466 at 6%; with 50% employer match about $227,466 at 4% or $151,644 at 6%; with 100% employer match about $170,599 at 4% or $113,733 at 6%.
2022119$1,247,730$213,468$11,235iApproximate average salary by contribution assumption: employee only about $280,879 at 4% or $187,253 at 6%; with 50% employer match about $187,253 at 4% or $124,835 at 6%; with 100% employer match about $140,439 at 4% or $93,626 at 6%.
D S F Advisors LLC 401(K) Profit Sharing Plan & Trust-19$1,247,730$213,468$11,235iApproximate average salary by contribution assumption: employee only about $280,879 at 4% or $187,253 at 6%; with 50% employer match about $187,253 at 4% or $124,835 at 6%; with 100% employer match about $140,439 at 4% or $93,626 at 6%.
2021118$1,339,631$176,882$9,827iApproximate average salary by contribution assumption: employee only about $245,669 at 4% or $163,780 at 6%; with 50% employer match about $163,780 at 4% or $109,186 at 6%; with 100% employer match about $122,835 at 4% or $81,890 at 6%.
D S F Advisors LLC 401(K) Profit Sharing Plan & Trust-18$1,339,631$176,882$9,827iApproximate average salary by contribution assumption: employee only about $245,669 at 4% or $163,780 at 6%; with 50% employer match about $163,780 at 4% or $109,186 at 6%; with 100% employer match about $122,835 at 4% or $81,890 at 6%.
2020117$1,037,748$158,665$9,333iApproximate average salary by contribution assumption: employee only about $233,331 at 4% or $155,554 at 6%; with 50% employer match about $155,554 at 4% or $103,703 at 6%; with 100% employer match about $116,665 at 4% or $77,777 at 6%.
D S F Advisors LLC 401(K) Profit Sharing Plan & Trust-17$1,037,748$158,665$9,333iApproximate average salary by contribution assumption: employee only about $233,331 at 4% or $155,554 at 6%; with 50% employer match about $155,554 at 4% or $103,703 at 6%; with 100% employer match about $116,665 at 4% or $77,777 at 6%.
2019117$812,719$151,408$8,906iApproximate average salary by contribution assumption: employee only about $222,659 at 4% or $148,439 at 6%; with 50% employer match about $148,439 at 4% or $98,959 at 6%; with 100% employer match about $111,329 at 4% or $74,220 at 6%.
D S F Advisors LLC 401(K) Profit Sharing Plan & Trust-17$812,719$151,408$8,906iApproximate average salary by contribution assumption: employee only about $222,659 at 4% or $148,439 at 6%; with 50% employer match about $148,439 at 4% or $98,959 at 6%; with 100% employer match about $111,329 at 4% or $74,220 at 6%.
2018118$563,492$131,721$7,318iApproximate average salary by contribution assumption: employee only about $182,946 at 4% or $121,964 at 6%; with 50% employer match about $121,964 at 4% or $81,309 at 6%; with 100% employer match about $91,473 at 4% or $60,982 at 6%.
D S F Advisors LLC 401(K) Profit Sharing Plan & Trust-18$563,492$131,721$7,318iApproximate average salary by contribution assumption: employee only about $182,946 at 4% or $121,964 at 6%; with 50% employer match about $121,964 at 4% or $81,309 at 6%; with 100% employer match about $91,473 at 4% or $60,982 at 6%.
2017117$491,536$143,243$8,426iApproximate average salary by contribution assumption: employee only about $210,651 at 4% or $140,434 at 6%; with 50% employer match about $140,434 at 4% or $93,623 at 6%; with 100% employer match about $105,326 at 4% or $70,217 at 6%.
D S F Advisors LLC 401(K) Profit Sharing Plan & Trust-17$491,536$143,243$8,426iApproximate average salary by contribution assumption: employee only about $210,651 at 4% or $140,434 at 6%; with 50% employer match about $140,434 at 4% or $93,623 at 6%; with 100% employer match about $105,326 at 4% or $70,217 at 6%.
2016117$360,461$155,233$9,131iApproximate average salary by contribution assumption: employee only about $228,284 at 4% or $152,189 at 6%; with 50% employer match about $152,189 at 4% or $101,459 at 6%; with 100% employer match about $114,142 at 4% or $76,095 at 6%.
D S F Advisors LLC 401(K) Profit Sharing Plan & Trust-17$360,461$155,233$9,131iApproximate average salary by contribution assumption: employee only about $228,284 at 4% or $152,189 at 6%; with 50% employer match about $152,189 at 4% or $101,459 at 6%; with 100% employer match about $114,142 at 4% or $76,095 at 6%.
201514$200,470$24,532$6,133iApproximate average salary by contribution assumption: employee only about $153,325 at 4% or $102,217 at 6%; with 50% employer match about $102,217 at 4% or $68,144 at 6%; with 100% employer match about $76,663 at 4% or $51,108 at 6%.
D S F Advisors LLC 401(K) Profit Sharing Plan & Trust-4$200,470$24,532$6,133iApproximate average salary by contribution assumption: employee only about $153,325 at 4% or $102,217 at 6%; with 50% employer match about $102,217 at 4% or $68,144 at 6%; with 100% employer match about $76,663 at 4% or $51,108 at 6%.
201414$201,693$24,326$6,082iApproximate average salary by contribution assumption: employee only about $152,038 at 4% or $101,358 at 6%; with 50% employer match about $101,358 at 4% or $67,572 at 6%; with 100% employer match about $76,019 at 4% or $50,679 at 6%.
D S F Advisors LLC 401(K) Profit Sharing Plan & Trust-4$201,693$24,326$6,082iApproximate average salary by contribution assumption: employee only about $152,038 at 4% or $101,358 at 6%; with 50% employer match about $101,358 at 4% or $67,572 at 6%; with 100% employer match about $76,019 at 4% or $50,679 at 6%.
201316$246,750$33,455$5,576iApproximate average salary by contribution assumption: employee only about $139,396 at 4% or $92,931 at 6%; with 50% employer match about $92,931 at 4% or $61,954 at 6%; with 100% employer match about $69,698 at 4% or $46,465 at 6%.
D S F Advisors LLC 401(K) Profit Sharing Plan & Trust-6$246,750$33,455$5,576iApproximate average salary by contribution assumption: employee only about $139,396 at 4% or $92,931 at 6%; with 50% employer match about $92,931 at 4% or $61,954 at 6%; with 100% employer match about $69,698 at 4% or $46,465 at 6%.
201215$192,813$17,352$3,470iApproximate average salary by contribution assumption: employee only about $86,760 at 4% or $57,840 at 6%; with 50% employer match about $57,840 at 4% or $38,560 at 6%; with 100% employer match about $43,380 at 4% or $28,920 at 6%.
D S F Advisors LLC 401(K) Profit Sharing Plan & Trust-5$192,813$17,352$3,470iApproximate average salary by contribution assumption: employee only about $86,760 at 4% or $57,840 at 6%; with 50% employer match about $57,840 at 4% or $38,560 at 6%; with 100% employer match about $43,380 at 4% or $28,920 at 6%.
201115$160,337$19,847$3,969iApproximate average salary by contribution assumption: employee only about $99,235 at 4% or $66,157 at 6%; with 50% employer match about $66,157 at 4% or $44,104 at 6%; with 100% employer match about $49,618 at 4% or $33,078 at 6%.
D S F Advisors LLC 401(K) Profit Sharing Plan & Trust-5$160,337$19,847$3,969iApproximate average salary by contribution assumption: employee only about $99,235 at 4% or $66,157 at 6%; with 50% employer match about $66,157 at 4% or $44,104 at 6%; with 100% employer match about $49,618 at 4% or $33,078 at 6%.
201015$150,380$24,713$4,943iApproximate average salary by contribution assumption: employee only about $123,565 at 4% or $82,377 at 6%; with 50% employer match about $82,377 at 4% or $54,918 at 6%; with 100% employer match about $61,783 at 4% or $41,188 at 6%.
D S F Advisors LLC 401(K) Profit Sharing Plan & Trust-5$150,380$24,713$4,943iApproximate average salary by contribution assumption: employee only about $123,565 at 4% or $82,377 at 6%; with 50% employer match about $82,377 at 4% or $54,918 at 6%; with 100% employer match about $61,783 at 4% or $41,188 at 6%.
200915$109,255$31,925$6,385iApproximate average salary by contribution assumption: employee only about $159,625 at 4% or $106,417 at 6%; with 50% employer match about $106,417 at 4% or $70,944 at 6%; with 100% employer match about $79,813 at 4% or $53,208 at 6%.
D S F Advisors LLC 401(K) Profit Sharing Plan & Trust-5$109,255$31,925$6,385iApproximate average salary by contribution assumption: employee only about $159,625 at 4% or $106,417 at 6%; with 50% employer match about $106,417 at 4% or $70,944 at 6%; with 100% employer match about $79,813 at 4% or $53,208 at 6%.
2008112$67,606$47,123$3,927iApproximate average salary by contribution assumption: employee only about $98,173 at 4% or $65,449 at 6%; with 50% employer match about $65,449 at 4% or $43,632 at 6%; with 100% employer match about $49,086 at 4% or $32,724 at 6%.
D S F Advisors LLC 401(K) Profit Sharing Plan & Trust-12$67,606$47,123$3,927iApproximate average salary by contribution assumption: employee only about $98,173 at 4% or $65,449 at 6%; with 50% employer match about $65,449 at 4% or $43,632 at 6%; with 100% employer match about $49,086 at 4% or $32,724 at 6%.
2007112$38,829$31,059$2,588iApproximate average salary by contribution assumption: employee only about $64,706 at 4% or $43,138 at 6%; with 50% employer match about $43,138 at 4% or $28,758 at 6%; with 100% employer match about $32,353 at 4% or $21,569 at 6%.
D S F Advisors LLC 401(K) Profit Sharing Plan & Trust-12$38,829$31,059$2,588iApproximate average salary by contribution assumption: employee only about $64,706 at 4% or $43,138 at 6%; with 50% employer match about $43,138 at 4% or $28,758 at 6%; with 100% employer match about $32,353 at 4% or $21,569 at 6%.
2006112$6,107$7,949$662iApproximate average salary by contribution assumption: employee only about $16,560 at 4% or $11,040 at 6%; with 50% employer match about $11,040 at 4% or $7,360 at 6%; with 100% employer match about $8,280 at 4% or $5,520 at 6%.
D S F Advisors LLC 401(K) Profit Sharing Plan & Trust-12$6,107$7,949$662iApproximate average salary by contribution assumption: employee only about $16,560 at 4% or $11,040 at 6%; with 50% employer match about $11,040 at 4% or $7,360 at 6%; with 100% employer match about $8,280 at 4% or $5,520 at 6%.