Civic Intelligence

Dutreil, Lundin & Rackley Inc.

Plan context: Dutreil, Lundin & Rackley Inc. 401K Profit Sharing Plan and Trust

EIN 52-1546050 • Sarasota, FL • 21 filings • 4 plans

5120 Station WaySarasota, FL 34233-3221
Current Snapshot

Latest Year

2019

2019 Participants

10

2019 Assets

$6,321,996

2019 Contributions

$48,880

Historical Graphs

Total Assets Over Time

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

$8,070,253$4,035,127$0199920092018YearValue
$6,321,996Latest year 2018

Participants Over Time

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

1890199920092018YearValue
10Latest year 2018

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
201910$0$48,880-
Dutreil, Lundin & Rackley Inc. 401K Profit Sharing Plan and Trust-0$0$48,880-
2018110$6,321,996$176,390$17,639iApproximate average salary by contribution assumption: employee only about $440,975 at 4% or $293,983 at 6%; with 50% employer match about $293,983 at 4% or $195,989 at 6%; with 100% employer match about $220,488 at 4% or $146,992 at 6%.
Dutreil, Lundin & Rackley Inc. 401K Profit Sharing Plan and Trust-10$6,321,996$176,390$17,639iApproximate average salary by contribution assumption: employee only about $440,975 at 4% or $293,983 at 6%; with 50% employer match about $293,983 at 4% or $195,989 at 6%; with 100% employer match about $220,488 at 4% or $146,992 at 6%.
2017110$6,441,878$125,387$12,539iApproximate average salary by contribution assumption: employee only about $313,468 at 4% or $208,978 at 6%; with 50% employer match about $208,978 at 4% or $139,319 at 6%; with 100% employer match about $156,734 at 4% or $104,489 at 6%.
Dutreil, Lundin & Rackley Inc. 401K Profit Sharing Plan and Trust-10$6,441,878$125,387$12,539iApproximate average salary by contribution assumption: employee only about $313,468 at 4% or $208,978 at 6%; with 50% employer match about $208,978 at 4% or $139,319 at 6%; with 100% employer match about $156,734 at 4% or $104,489 at 6%.
2016110$8,070,253$116,331$11,633iApproximate average salary by contribution assumption: employee only about $290,828 at 4% or $193,885 at 6%; with 50% employer match about $193,885 at 4% or $129,257 at 6%; with 100% employer match about $145,414 at 4% or $96,943 at 6%.
Dutreil, Lundin & Rackley Inc. 401K Profit Sharing Plan and Trust-10$8,070,253$116,331$11,633iApproximate average salary by contribution assumption: employee only about $290,828 at 4% or $193,885 at 6%; with 50% employer match about $193,885 at 4% or $129,257 at 6%; with 100% employer match about $145,414 at 4% or $96,943 at 6%.
2015111$7,845,671$143,086$13,008iApproximate average salary by contribution assumption: employee only about $325,195 at 4% or $216,797 at 6%; with 50% employer match about $216,797 at 4% or $144,531 at 6%; with 100% employer match about $162,598 at 4% or $108,398 at 6%.
Dutreil, Lundin & Rackley Inc. 401K Profit Sharing Plan and Trust-11$7,845,671$143,086$13,008iApproximate average salary by contribution assumption: employee only about $325,195 at 4% or $216,797 at 6%; with 50% employer match about $216,797 at 4% or $144,531 at 6%; with 100% employer match about $162,598 at 4% or $108,398 at 6%.
2014111$7,782,150$138,575$12,598iApproximate average salary by contribution assumption: employee only about $314,943 at 4% or $209,962 at 6%; with 50% employer match about $209,962 at 4% or $139,975 at 6%; with 100% employer match about $157,472 at 4% or $104,981 at 6%.
Dutreil, Lundin & Rackley Inc. 401K Profit Sharing Plan and Trust-11$7,782,150$138,575$12,598iApproximate average salary by contribution assumption: employee only about $314,943 at 4% or $209,962 at 6%; with 50% employer match about $209,962 at 4% or $139,975 at 6%; with 100% employer match about $157,472 at 4% or $104,981 at 6%.
2013112$7,354,795$147,322$12,277iApproximate average salary by contribution assumption: employee only about $306,921 at 4% or $204,614 at 6%; with 50% employer match about $204,614 at 4% or $136,409 at 6%; with 100% employer match about $153,460 at 4% or $102,307 at 6%.
Dutreil, Lundin & Rackley Inc. 401K Profit Sharing Plan and Trust-12$7,354,795$147,322$12,277iApproximate average salary by contribution assumption: employee only about $306,921 at 4% or $204,614 at 6%; with 50% employer match about $204,614 at 4% or $136,409 at 6%; with 100% employer match about $153,460 at 4% or $102,307 at 6%.
2012112$6,130,761$132,206$11,017iApproximate average salary by contribution assumption: employee only about $275,429 at 4% or $183,619 at 6%; with 50% employer match about $183,619 at 4% or $122,413 at 6%; with 100% employer match about $137,715 at 4% or $91,810 at 6%.
Dutreil, Lundin & Rackley Inc. 401K Profit Sharing Plan and Trust-12$6,130,761$132,206$11,017iApproximate average salary by contribution assumption: employee only about $275,429 at 4% or $183,619 at 6%; with 50% employer match about $183,619 at 4% or $122,413 at 6%; with 100% employer match about $137,715 at 4% or $91,810 at 6%.
2011113$5,617,201$136,608$10,508iApproximate average salary by contribution assumption: employee only about $262,708 at 4% or $175,138 at 6%; with 50% employer match about $175,138 at 4% or $116,759 at 6%; with 100% employer match about $131,354 at 4% or $87,569 at 6%.
Dutreil, Lundin & Rackley Inc. 401K Profit Sharing Plan and Trust-13$5,617,201$136,608$10,508iApproximate average salary by contribution assumption: employee only about $262,708 at 4% or $175,138 at 6%; with 50% employer match about $175,138 at 4% or $116,759 at 6%; with 100% employer match about $131,354 at 4% or $87,569 at 6%.
2010114$5,583,037$155,651$11,118iApproximate average salary by contribution assumption: employee only about $277,948 at 4% or $185,299 at 6%; with 50% employer match about $185,299 at 4% or $123,533 at 6%; with 100% employer match about $138,974 at 4% or $92,649 at 6%.
Dutreil, Lundin & Rackley Inc. 401K Profit Sharing Plan and Trust-14$5,583,037$155,651$11,118iApproximate average salary by contribution assumption: employee only about $277,948 at 4% or $185,299 at 6%; with 50% employer match about $185,299 at 4% or $123,533 at 6%; with 100% employer match about $138,974 at 4% or $92,649 at 6%.
2009116$5,262,778$192,165$12,010iApproximate average salary by contribution assumption: employee only about $300,258 at 4% or $200,172 at 6%; with 50% employer match about $200,172 at 4% or $133,448 at 6%; with 100% employer match about $150,129 at 4% or $100,086 at 6%.
Dutreil, Lundin & Rackley Inc. 401K Profit Sharing Plan and Trust-16$5,262,778$192,165$12,010iApproximate average salary by contribution assumption: employee only about $300,258 at 4% or $200,172 at 6%; with 50% employer match about $200,172 at 4% or $133,448 at 6%; with 100% employer match about $150,129 at 4% or $100,086 at 6%.
2008117$4,064,280$333,261$19,604iApproximate average salary by contribution assumption: employee only about $490,090 at 4% or $326,726 at 6%; with 50% employer match about $326,726 at 4% or $217,818 at 6%; with 100% employer match about $245,045 at 4% or $163,363 at 6%.
Dutreil, Lundin & Rackley Inc. 401K Profit Sharing Plan and Trust-17$4,064,280$333,261$19,604iApproximate average salary by contribution assumption: employee only about $490,090 at 4% or $326,726 at 6%; with 50% employer match about $326,726 at 4% or $217,818 at 6%; with 100% employer match about $245,045 at 4% or $163,363 at 6%.
2007118$6,638,882$352,780$19,599iApproximate average salary by contribution assumption: employee only about $489,972 at 4% or $326,648 at 6%; with 50% employer match about $326,648 at 4% or $217,765 at 6%; with 100% employer match about $244,986 at 4% or $163,324 at 6%.
Dutreil, Lundin & Rackley Inc. 401K Profit Sharing Plan and Trust-18$6,638,882$352,780$19,599iApproximate average salary by contribution assumption: employee only about $489,972 at 4% or $326,648 at 6%; with 50% employer match about $326,648 at 4% or $217,765 at 6%; with 100% employer match about $244,986 at 4% or $163,324 at 6%.
2006118$5,720,511$357,443$19,858iApproximate average salary by contribution assumption: employee only about $496,449 at 4% or $330,966 at 6%; with 50% employer match about $330,966 at 4% or $220,644 at 6%; with 100% employer match about $248,224 at 4% or $165,483 at 6%.
Dutreil, Lundin & Rackley Inc. 401K Profit Sharing Plan and Trust-18$5,720,511$357,443$19,858iApproximate average salary by contribution assumption: employee only about $496,449 at 4% or $330,966 at 6%; with 50% employer match about $330,966 at 4% or $220,644 at 6%; with 100% employer match about $248,224 at 4% or $165,483 at 6%.
2005116$4,745,222$324,513$20,282iApproximate average salary by contribution assumption: employee only about $507,052 at 4% or $338,034 at 6%; with 50% employer match about $338,034 at 4% or $225,356 at 6%; with 100% employer match about $253,526 at 4% or $169,017 at 6%.
Dutreil, Lundin & Rackley Inc. 401K Profit Sharing Plan and Trust-16$4,745,222$324,513$20,282iApproximate average salary by contribution assumption: employee only about $507,052 at 4% or $338,034 at 6%; with 50% employer match about $338,034 at 4% or $225,356 at 6%; with 100% employer match about $253,526 at 4% or $169,017 at 6%.
2004117$4,071,668$305,412$17,965iApproximate average salary by contribution assumption: employee only about $449,135 at 4% or $299,424 at 6%; with 50% employer match about $299,424 at 4% or $199,616 at 6%; with 100% employer match about $224,568 at 4% or $149,712 at 6%.
Dutreil, Lundin & Rackley Inc. 401K Profit Sharing Plan and Trust-17$4,071,668$305,412$17,965iApproximate average salary by contribution assumption: employee only about $449,135 at 4% or $299,424 at 6%; with 50% employer match about $299,424 at 4% or $199,616 at 6%; with 100% employer match about $224,568 at 4% or $149,712 at 6%.
2003116$3,366,584$277,655$17,353iApproximate average salary by contribution assumption: employee only about $433,836 at 4% or $289,224 at 6%; with 50% employer match about $289,224 at 4% or $192,816 at 6%; with 100% employer match about $216,918 at 4% or $144,612 at 6%.
Dutreil, Lundin & Rackley Inc. 401K Profit Sharing Plan and Trust-16$3,366,584$277,655$17,353iApproximate average salary by contribution assumption: employee only about $433,836 at 4% or $289,224 at 6%; with 50% employer match about $289,224 at 4% or $192,816 at 6%; with 100% employer match about $216,918 at 4% or $144,612 at 6%.
2002116$2,419,770$254,875$15,930iApproximate average salary by contribution assumption: employee only about $398,242 at 4% or $265,495 at 6%; with 50% employer match about $265,495 at 4% or $176,997 at 6%; with 100% employer match about $199,121 at 4% or $132,747 at 6%.
Dutreil, Lundin & Rackley Inc. 401K Profit Sharing Plan and Trust-16$2,419,770$254,875$15,930iApproximate average salary by contribution assumption: employee only about $398,242 at 4% or $265,495 at 6%; with 50% employer match about $265,495 at 4% or $176,997 at 6%; with 100% employer match about $199,121 at 4% or $132,747 at 6%.
2001118$2,465,118$237,315$13,184iApproximate average salary by contribution assumption: employee only about $329,604 at 4% or $219,736 at 6%; with 50% employer match about $219,736 at 4% or $146,491 at 6%; with 100% employer match about $164,802 at 4% or $109,868 at 6%.
Dutreil, Lundin & Rackley Inc. 401K Profit Sharing Plan and Trust-18$2,465,118$237,315$13,184iApproximate average salary by contribution assumption: employee only about $329,604 at 4% or $219,736 at 6%; with 50% employer match about $219,736 at 4% or $146,491 at 6%; with 100% employer match about $164,802 at 4% or $109,868 at 6%.
2000117$2,357,402$228,394$13,435iApproximate average salary by contribution assumption: employee only about $335,874 at 4% or $223,916 at 6%; with 50% employer match about $223,916 at 4% or $149,277 at 6%; with 100% employer match about $167,937 at 4% or $111,958 at 6%.
Dutreil, Lundin & Rackley Inc. 401K Profit Sharing Plan and Trust-17$2,357,402$228,394$13,435iApproximate average salary by contribution assumption: employee only about $335,874 at 4% or $223,916 at 6%; with 50% employer match about $223,916 at 4% or $149,277 at 6%; with 100% employer match about $167,937 at 4% or $111,958 at 6%.
1999117$2,132,437$202,555$11,915iApproximate average salary by contribution assumption: employee only about $297,875 at 4% or $198,583 at 6%; with 50% employer match about $198,583 at 4% or $132,389 at 6%; with 100% employer match about $148,938 at 4% or $99,292 at 6%.
Dutreil, Lundin & Rackley Inc. 401K Profit Sharing Plan and Trust-17$2,132,437$202,555$11,915iApproximate average salary by contribution assumption: employee only about $297,875 at 4% or $198,583 at 6%; with 50% employer match about $198,583 at 4% or $132,389 at 6%; with 100% employer match about $148,938 at 4% or $99,292 at 6%.