Civic Intelligence

D. S. Thaler & Associates Inc.

Plan context: D. S. Thaler & Associates Inc. 401K Profit Sharing Plan

EIN 52-1133681 • Baltimore, MD • 21 filings • 4 plans

P.O. Box 47428Baltimore, MD 21244-7428
Current Snapshot

Latest Year

2019

2019 Participants

26

2019 Assets

$2,853,255

2019 Contributions

$180,576

Historical Graphs

Total Assets Over Time

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

$2,853,255$1,426,628$0199920092019YearValue
$2,853,255Latest year 2019

Participants Over Time

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

31160199920092019YearValue
26Latest year 2019

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
2019126$2,853,255$180,576$6,945iApproximate average salary by contribution assumption: employee only about $173,631 at 4% or $115,754 at 6%; with 50% employer match about $115,754 at 4% or $77,169 at 6%; with 100% employer match about $86,815 at 4% or $57,877 at 6%.
D. S. Thaler & Associates Inc. 401K Profit Sharing Plan-26$2,853,255$180,576$6,945iApproximate average salary by contribution assumption: employee only about $173,631 at 4% or $115,754 at 6%; with 50% employer match about $115,754 at 4% or $77,169 at 6%; with 100% employer match about $86,815 at 4% or $57,877 at 6%.
2018119$2,203,269$89,024$4,685iApproximate average salary by contribution assumption: employee only about $117,137 at 4% or $78,091 at 6%; with 50% employer match about $78,091 at 4% or $52,061 at 6%; with 100% employer match about $58,568 at 4% or $39,046 at 6%.
D. S. Thaler & Associates Inc. 401K Profit Sharing Plan-19$2,203,269$89,024$4,685iApproximate average salary by contribution assumption: employee only about $117,137 at 4% or $78,091 at 6%; with 50% employer match about $78,091 at 4% or $52,061 at 6%; with 100% employer match about $58,568 at 4% or $39,046 at 6%.
2017117$2,327,719$136,918$8,054iApproximate average salary by contribution assumption: employee only about $201,350 at 4% or $134,233 at 6%; with 50% employer match about $134,233 at 4% or $89,489 at 6%; with 100% employer match about $100,675 at 4% or $67,117 at 6%.
D. S. Thaler & Associates Inc. 401K Profit Sharing Plan-17$2,327,719$136,918$8,054iApproximate average salary by contribution assumption: employee only about $201,350 at 4% or $134,233 at 6%; with 50% employer match about $134,233 at 4% or $89,489 at 6%; with 100% employer match about $100,675 at 4% or $67,117 at 6%.
2016118$1,982,750$124,226$6,901iApproximate average salary by contribution assumption: employee only about $172,536 at 4% or $115,024 at 6%; with 50% employer match about $115,024 at 4% or $76,683 at 6%; with 100% employer match about $86,268 at 4% or $57,512 at 6%.
D. S. Thaler & Associates Inc. 401K Profit Sharing Plan-18$1,982,750$124,226$6,901iApproximate average salary by contribution assumption: employee only about $172,536 at 4% or $115,024 at 6%; with 50% employer match about $115,024 at 4% or $76,683 at 6%; with 100% employer match about $86,268 at 4% or $57,512 at 6%.
2015117$1,842,742$106,996$6,294iApproximate average salary by contribution assumption: employee only about $157,347 at 4% or $104,898 at 6%; with 50% employer match about $104,898 at 4% or $69,932 at 6%; with 100% employer match about $78,674 at 4% or $52,449 at 6%.
D. S. Thaler & Associates Inc. 401K Profit Sharing Plan-17$1,842,742$106,996$6,294iApproximate average salary by contribution assumption: employee only about $157,347 at 4% or $104,898 at 6%; with 50% employer match about $104,898 at 4% or $69,932 at 6%; with 100% employer match about $78,674 at 4% or $52,449 at 6%.
2014118$1,820,062$128,465$7,137iApproximate average salary by contribution assumption: employee only about $178,424 at 4% or $118,949 at 6%; with 50% employer match about $118,949 at 4% or $79,299 at 6%; with 100% employer match about $89,212 at 4% or $59,475 at 6%.
D. S. Thaler & Associates Inc. 401K Profit Sharing Plan-18$1,820,062$128,465$7,137iApproximate average salary by contribution assumption: employee only about $178,424 at 4% or $118,949 at 6%; with 50% employer match about $118,949 at 4% or $79,299 at 6%; with 100% employer match about $89,212 at 4% or $59,475 at 6%.
2013117$1,652,530$53,820$3,166iApproximate average salary by contribution assumption: employee only about $79,147 at 4% or $52,765 at 6%; with 50% employer match about $52,765 at 4% or $35,176 at 6%; with 100% employer match about $39,574 at 4% or $26,382 at 6%.
D. S. Thaler & Associates Inc. 401K Profit Sharing Plan-17$1,652,530$53,820$3,166iApproximate average salary by contribution assumption: employee only about $79,147 at 4% or $52,765 at 6%; with 50% employer match about $52,765 at 4% or $35,176 at 6%; with 100% employer match about $39,574 at 4% or $26,382 at 6%.
2012117$1,517,458$49,748$2,926iApproximate average salary by contribution assumption: employee only about $73,159 at 4% or $48,773 at 6%; with 50% employer match about $48,773 at 4% or $32,515 at 6%; with 100% employer match about $36,579 at 4% or $24,386 at 6%.
D. S. Thaler & Associates Inc. 401K Profit Sharing Plan-17$1,517,458$49,748$2,926iApproximate average salary by contribution assumption: employee only about $73,159 at 4% or $48,773 at 6%; with 50% employer match about $48,773 at 4% or $32,515 at 6%; with 100% employer match about $36,579 at 4% or $24,386 at 6%.
2011119$1,488,367$52,490$2,763iApproximate average salary by contribution assumption: employee only about $69,066 at 4% or $46,044 at 6%; with 50% employer match about $46,044 at 4% or $30,696 at 6%; with 100% employer match about $34,533 at 4% or $23,022 at 6%.
D. S. Thaler & Associates Inc. 401K Profit Sharing Plan-19$1,488,367$52,490$2,763iApproximate average salary by contribution assumption: employee only about $69,066 at 4% or $46,044 at 6%; with 50% employer match about $46,044 at 4% or $30,696 at 6%; with 100% employer match about $34,533 at 4% or $23,022 at 6%.
2010120$1,497,234$69,573$3,479iApproximate average salary by contribution assumption: employee only about $86,966 at 4% or $57,978 at 6%; with 50% employer match about $57,978 at 4% or $38,652 at 6%; with 100% employer match about $43,483 at 4% or $28,989 at 6%.
D. S. Thaler & Associates Inc. 401K Profit Sharing Plan-20$1,497,234$69,573$3,479iApproximate average salary by contribution assumption: employee only about $86,966 at 4% or $57,978 at 6%; with 50% employer match about $57,978 at 4% or $38,652 at 6%; with 100% employer match about $43,483 at 4% or $28,989 at 6%.
2009122$1,294,401$78,041$3,547iApproximate average salary by contribution assumption: employee only about $88,683 at 4% or $59,122 at 6%; with 50% employer match about $59,122 at 4% or $39,415 at 6%; with 100% employer match about $44,341 at 4% or $29,561 at 6%.
D. S. Thaler & Associates Inc. 401K Profit Sharing Plan-22$1,294,401$78,041$3,547iApproximate average salary by contribution assumption: employee only about $88,683 at 4% or $59,122 at 6%; with 50% employer match about $59,122 at 4% or $39,415 at 6%; with 100% employer match about $44,341 at 4% or $29,561 at 6%.
2008125$943,557$140,567$5,623iApproximate average salary by contribution assumption: employee only about $140,567 at 4% or $93,711 at 6%; with 50% employer match about $93,711 at 4% or $62,474 at 6%; with 100% employer match about $70,284 at 4% or $46,856 at 6%.
D. S. Thaler & Associates Inc. 401K Profit Sharing Plan-25$943,557$140,567$5,623iApproximate average salary by contribution assumption: employee only about $140,567 at 4% or $93,711 at 6%; with 50% employer match about $93,711 at 4% or $62,474 at 6%; with 100% employer match about $70,284 at 4% or $46,856 at 6%.
2007127$1,567,692$173,300$6,419iApproximate average salary by contribution assumption: employee only about $160,463 at 4% or $106,975 at 6%; with 50% employer match about $106,975 at 4% or $71,317 at 6%; with 100% employer match about $80,231 at 4% or $53,488 at 6%.
D. S. Thaler & Associates Inc. 401K Profit Sharing Plan-27$1,567,692$173,300$6,419iApproximate average salary by contribution assumption: employee only about $160,463 at 4% or $106,975 at 6%; with 50% employer match about $106,975 at 4% or $71,317 at 6%; with 100% employer match about $80,231 at 4% or $53,488 at 6%.
2006125$1,541,121$215,214$8,609iApproximate average salary by contribution assumption: employee only about $215,214 at 4% or $143,476 at 6%; with 50% employer match about $143,476 at 4% or $95,651 at 6%; with 100% employer match about $107,607 at 4% or $71,738 at 6%.
D. S. Thaler & Associates Inc. 401K Profit Sharing Plan-25$1,541,121$215,214$8,609iApproximate average salary by contribution assumption: employee only about $215,214 at 4% or $143,476 at 6%; with 50% employer match about $143,476 at 4% or $95,651 at 6%; with 100% employer match about $107,607 at 4% or $71,738 at 6%.
2005126$1,178,110$167,962$6,460iApproximate average salary by contribution assumption: employee only about $161,502 at 4% or $107,668 at 6%; with 50% employer match about $107,668 at 4% or $71,779 at 6%; with 100% employer match about $80,751 at 4% or $53,834 at 6%.
D. S. Thaler & Associates Inc. 401K Profit Sharing Plan-26$1,178,110$167,962$6,460iApproximate average salary by contribution assumption: employee only about $161,502 at 4% or $107,668 at 6%; with 50% employer match about $107,668 at 4% or $71,779 at 6%; with 100% employer match about $80,751 at 4% or $53,834 at 6%.
2004122$996,465$152,046$6,911iApproximate average salary by contribution assumption: employee only about $172,780 at 4% or $115,186 at 6%; with 50% employer match about $115,186 at 4% or $76,791 at 6%; with 100% employer match about $86,390 at 4% or $57,593 at 6%.
D. S. Thaler & Associates Inc. 401K Profit Sharing Plan-22$996,465$152,046$6,911iApproximate average salary by contribution assumption: employee only about $172,780 at 4% or $115,186 at 6%; with 50% employer match about $115,186 at 4% or $76,791 at 6%; with 100% employer match about $86,390 at 4% or $57,593 at 6%.
2003127$792,752$154,460$5,721iApproximate average salary by contribution assumption: employee only about $143,019 at 4% or $95,346 at 6%; with 50% employer match about $95,346 at 4% or $63,564 at 6%; with 100% employer match about $71,509 at 4% or $47,673 at 6%.
D. S. Thaler & Associates Inc. 401K Profit Sharing Plan-27$792,752$154,460$5,721iApproximate average salary by contribution assumption: employee only about $143,019 at 4% or $95,346 at 6%; with 50% employer match about $95,346 at 4% or $63,564 at 6%; with 100% employer match about $71,509 at 4% or $47,673 at 6%.
2002127$507,080$125,846$4,661iApproximate average salary by contribution assumption: employee only about $116,524 at 4% or $77,683 at 6%; with 50% employer match about $77,683 at 4% or $51,788 at 6%; with 100% employer match about $58,262 at 4% or $38,841 at 6%.
D. S. Thaler & Associates Inc. 401K Profit Sharing Plan-27$507,080$125,846$4,661iApproximate average salary by contribution assumption: employee only about $116,524 at 4% or $77,683 at 6%; with 50% employer match about $77,683 at 4% or $51,788 at 6%; with 100% employer match about $58,262 at 4% or $38,841 at 6%.
2001131$495,080$139,688$4,506iApproximate average salary by contribution assumption: employee only about $112,652 at 4% or $75,101 at 6%; with 50% employer match about $75,101 at 4% or $50,067 at 6%; with 100% employer match about $56,326 at 4% or $37,551 at 6%.
D. S. Thaler & Associates Inc. 401K Profit Sharing Plan-31$495,080$139,688$4,506iApproximate average salary by contribution assumption: employee only about $112,652 at 4% or $75,101 at 6%; with 50% employer match about $75,101 at 4% or $50,067 at 6%; with 100% employer match about $56,326 at 4% or $37,551 at 6%.
2000127$452,247$165,428$6,127iApproximate average salary by contribution assumption: employee only about $153,174 at 4% or $102,116 at 6%; with 50% employer match about $102,116 at 4% or $68,077 at 6%; with 100% employer match about $76,587 at 4% or $51,058 at 6%.
D. S. Thaler & Associates Inc. 401K Profit Sharing Plan-27$452,247$165,428$6,127iApproximate average salary by contribution assumption: employee only about $153,174 at 4% or $102,116 at 6%; with 50% employer match about $102,116 at 4% or $68,077 at 6%; with 100% employer match about $76,587 at 4% or $51,058 at 6%.
1999126$351,602$105,237$4,048iApproximate average salary by contribution assumption: employee only about $101,189 at 4% or $67,460 at 6%; with 50% employer match about $67,460 at 4% or $44,973 at 6%; with 100% employer match about $50,595 at 4% or $33,730 at 6%.
D. S. Thaler & Associates Inc. 401K Profit Sharing Plan-26$351,602$105,237$4,048iApproximate average salary by contribution assumption: employee only about $101,189 at 4% or $67,460 at 6%; with 50% employer match about $67,460 at 4% or $44,973 at 6%; with 100% employer match about $50,595 at 4% or $33,730 at 6%.