Civic Intelligence

Dougherty Mckinnon & Luby, LLC

Plan context: Dougherty Mckinnon & Luby 401K Plan

EIN 58-2283283 • 26 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$3,147,666

2024 Contributions

$112,806

Historical Graphs

Total Assets Over Time

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

$3,147,666$1,573,833$0199920132024YearValue
$3,147,666Latest year 2024

Participants Over Time

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

23120199920122024YearValue
14Latest 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
2024114$3,147,666$112,806$8,058iApproximate average salary by contribution assumption: employee only about $201,439 at 4% or $134,293 at 6%; with 50% employer match about $134,293 at 4% or $89,529 at 6%; with 100% employer match about $100,720 at 4% or $67,146 at 6%.
Dougherty Mckinnon & Luby 401K Plan-14$3,147,666$112,806$8,058iApproximate average salary by contribution assumption: employee only about $201,439 at 4% or $134,293 at 6%; with 50% employer match about $134,293 at 4% or $89,529 at 6%; with 100% employer match about $100,720 at 4% or $67,146 at 6%.
2023114$2,825,956$121,933$8,710iApproximate average salary by contribution assumption: employee only about $217,738 at 4% or $145,158 at 6%; with 50% employer match about $145,158 at 4% or $96,772 at 6%; with 100% employer match about $108,869 at 4% or $72,579 at 6%.
Dougherty Mckinnon & Luby 401K Plan-14$2,825,956$121,933$8,710iApproximate average salary by contribution assumption: employee only about $217,738 at 4% or $145,158 at 6%; with 50% employer match about $145,158 at 4% or $96,772 at 6%; with 100% employer match about $108,869 at 4% or $72,579 at 6%.
2022114$2,378,400$109,832$7,845iApproximate average salary by contribution assumption: employee only about $196,129 at 4% or $130,752 at 6%; with 50% employer match about $130,752 at 4% or $87,168 at 6%; with 100% employer match about $98,064 at 4% or $65,376 at 6%.
Dougherty Mckinnon & Luby 401K Plan-14$2,378,400$109,832$7,845iApproximate average salary by contribution assumption: employee only about $196,129 at 4% or $130,752 at 6%; with 50% employer match about $130,752 at 4% or $87,168 at 6%; with 100% employer match about $98,064 at 4% or $65,376 at 6%.
2021114$2,655,059$106,514$7,608iApproximate average salary by contribution assumption: employee only about $190,204 at 4% or $126,802 at 6%; with 50% employer match about $126,802 at 4% or $84,535 at 6%; with 100% employer match about $95,102 at 4% or $63,401 at 6%.
Dougherty Mckinnon & Luby 401K Plan-14$2,655,059$106,514$7,608iApproximate average salary by contribution assumption: employee only about $190,204 at 4% or $126,802 at 6%; with 50% employer match about $126,802 at 4% or $84,535 at 6%; with 100% employer match about $95,102 at 4% or $63,401 at 6%.
2020114$2,148,700$92,033$6,574iApproximate average salary by contribution assumption: employee only about $164,345 at 4% or $109,563 at 6%; with 50% employer match about $109,563 at 4% or $73,042 at 6%; with 100% employer match about $82,172 at 4% or $54,782 at 6%.
Dougherty Mckinnon & Luby 401K Plan-14$2,148,700$92,033$6,574iApproximate average salary by contribution assumption: employee only about $164,345 at 4% or $109,563 at 6%; with 50% employer match about $109,563 at 4% or $73,042 at 6%; with 100% employer match about $82,172 at 4% or $54,782 at 6%.
2019112$1,760,280$86,813$7,234iApproximate average salary by contribution assumption: employee only about $180,860 at 4% or $120,574 at 6%; with 50% employer match about $120,574 at 4% or $80,382 at 6%; with 100% employer match about $90,430 at 4% or $60,287 at 6%.
Dougherty Mckinnon & Luby 401K Plan-12$1,760,280$86,813$7,234iApproximate average salary by contribution assumption: employee only about $180,860 at 4% or $120,574 at 6%; with 50% employer match about $120,574 at 4% or $80,382 at 6%; with 100% employer match about $90,430 at 4% or $60,287 at 6%.
2018114$1,339,992$80,353$5,740iApproximate average salary by contribution assumption: employee only about $143,488 at 4% or $95,658 at 6%; with 50% employer match about $95,658 at 4% or $63,772 at 6%; with 100% employer match about $71,744 at 4% or $47,829 at 6%.
Dougherty Mckinnon & Luby 401K Plan-14$1,339,992$80,353$5,740iApproximate average salary by contribution assumption: employee only about $143,488 at 4% or $95,658 at 6%; with 50% employer match about $95,658 at 4% or $63,772 at 6%; with 100% employer match about $71,744 at 4% or $47,829 at 6%.
2017113$1,387,275$87,386$6,722iApproximate average salary by contribution assumption: employee only about $168,050 at 4% or $112,033 at 6%; with 50% employer match about $112,033 at 4% or $74,689 at 6%; with 100% employer match about $84,025 at 4% or $56,017 at 6%.
Dougherty Mckinnon & Luby 401K Plan-13$1,387,275$87,386$6,722iApproximate average salary by contribution assumption: employee only about $168,050 at 4% or $112,033 at 6%; with 50% employer match about $112,033 at 4% or $74,689 at 6%; with 100% employer match about $84,025 at 4% or $56,017 at 6%.
2016112$1,108,488$79,773$6,648iApproximate average salary by contribution assumption: employee only about $166,194 at 4% or $110,796 at 6%; with 50% employer match about $110,796 at 4% or $73,864 at 6%; with 100% employer match about $83,097 at 4% or $55,398 at 6%.
Dougherty Mckinnon & Luby 401K Plan-12$1,108,488$79,773$6,648iApproximate average salary by contribution assumption: employee only about $166,194 at 4% or $110,796 at 6%; with 50% employer match about $110,796 at 4% or $73,864 at 6%; with 100% employer match about $83,097 at 4% or $55,398 at 6%.
2015112$950,718$68,872$5,739iApproximate average salary by contribution assumption: employee only about $143,483 at 4% or $95,656 at 6%; with 50% employer match about $95,656 at 4% or $63,770 at 6%; with 100% employer match about $71,742 at 4% or $47,828 at 6%.
Dougherty Mckinnon & Luby 401K Plan-12$950,718$68,872$5,739iApproximate average salary by contribution assumption: employee only about $143,483 at 4% or $95,656 at 6%; with 50% employer match about $95,656 at 4% or $63,770 at 6%; with 100% employer match about $71,742 at 4% or $47,828 at 6%.
2014115$970,454$74,362$4,957iApproximate average salary by contribution assumption: employee only about $123,937 at 4% or $82,624 at 6%; with 50% employer match about $82,624 at 4% or $55,083 at 6%; with 100% employer match about $61,968 at 4% or $41,312 at 6%.
Dougherty Mckinnon & Luby 401K Plan-15$970,454$74,362$4,957iApproximate average salary by contribution assumption: employee only about $123,937 at 4% or $82,624 at 6%; with 50% employer match about $82,624 at 4% or $55,083 at 6%; with 100% employer match about $61,968 at 4% or $41,312 at 6%.
2013114$810,110$70,681$5,049iApproximate average salary by contribution assumption: employee only about $126,216 at 4% or $84,144 at 6%; with 50% employer match about $84,144 at 4% or $56,096 at 6%; with 100% employer match about $63,108 at 4% or $42,072 at 6%.
Dougherty Mckinnon & Luby 401K Plan-14$810,110$70,681$5,049iApproximate average salary by contribution assumption: employee only about $126,216 at 4% or $84,144 at 6%; with 50% employer match about $84,144 at 4% or $56,096 at 6%; with 100% employer match about $63,108 at 4% or $42,072 at 6%.
2012114$883,072$69,657$4,976iApproximate average salary by contribution assumption: employee only about $124,388 at 4% or $82,925 at 6%; with 50% employer match about $82,925 at 4% or $55,283 at 6%; with 100% employer match about $62,194 at 4% or $41,463 at 6%.
Dougherty Mckinnon & Luby 401K Plan-14$883,072$69,657$4,976iApproximate average salary by contribution assumption: employee only about $124,388 at 4% or $82,925 at 6%; with 50% employer match about $82,925 at 4% or $55,283 at 6%; with 100% employer match about $62,194 at 4% or $41,463 at 6%.
2011115$891,087$80,561$5,371iApproximate average salary by contribution assumption: employee only about $134,268 at 4% or $89,512 at 6%; with 50% employer match about $89,512 at 4% or $59,675 at 6%; with 100% employer match about $67,134 at 4% or $44,756 at 6%.
Dougherty Mckinnon & Luby 401K Plan-15$891,087$80,561$5,371iApproximate average salary by contribution assumption: employee only about $134,268 at 4% or $89,512 at 6%; with 50% employer match about $89,512 at 4% or $59,675 at 6%; with 100% employer match about $67,134 at 4% or $44,756 at 6%.
2010115$839,721$91,840$6,123iApproximate average salary by contribution assumption: employee only about $153,067 at 4% or $102,044 at 6%; with 50% employer match about $102,044 at 4% or $68,030 at 6%; with 100% employer match about $76,533 at 4% or $51,022 at 6%.
Dougherty Mckinnon & Luby 401K Plan-15$839,721$91,840$6,123iApproximate average salary by contribution assumption: employee only about $153,067 at 4% or $102,044 at 6%; with 50% employer match about $102,044 at 4% or $68,030 at 6%; with 100% employer match about $76,533 at 4% or $51,022 at 6%.
2009114$670,373$110,042$7,860iApproximate average salary by contribution assumption: employee only about $196,504 at 4% or $131,002 at 6%; with 50% employer match about $131,002 at 4% or $87,335 at 6%; with 100% employer match about $98,252 at 4% or $65,501 at 6%.
Dougherty Mckinnon & Luby 401K Plan-14$670,373$110,042$7,860iApproximate average salary by contribution assumption: employee only about $196,504 at 4% or $131,002 at 6%; with 50% employer match about $131,002 at 4% or $87,335 at 6%; with 100% employer match about $98,252 at 4% or $65,501 at 6%.
2008111$457,135$75,588$6,872iApproximate average salary by contribution assumption: employee only about $171,791 at 4% or $114,527 at 6%; with 50% employer match about $114,527 at 4% or $76,352 at 6%; with 100% employer match about $85,895 at 4% or $57,264 at 6%.
Dougherty Mckinnon & Luby 401K Plan-11$457,135$75,588$6,872iApproximate average salary by contribution assumption: employee only about $171,791 at 4% or $114,527 at 6%; with 50% employer match about $114,527 at 4% or $76,352 at 6%; with 100% employer match about $85,895 at 4% or $57,264 at 6%.
2007111$0$0-
Dougherty Mckinnon & Luby 401K Plan-11---
2006118$638,678$127,783$7,099iApproximate average salary by contribution assumption: employee only about $177,476 at 4% or $118,318 at 6%; with 50% employer match about $118,318 at 4% or $78,878 at 6%; with 100% employer match about $88,738 at 4% or $59,159 at 6%.
Dougherty Mckinnon & Luby 401K Plan-18$638,678$127,783$7,099iApproximate average salary by contribution assumption: employee only about $177,476 at 4% or $118,318 at 6%; with 50% employer match about $118,318 at 4% or $78,878 at 6%; with 100% employer match about $88,738 at 4% or $59,159 at 6%.
2005123$488,768$123,913$5,388iApproximate average salary by contribution assumption: employee only about $134,688 at 4% or $89,792 at 6%; with 50% employer match about $89,792 at 4% or $59,861 at 6%; with 100% employer match about $67,344 at 4% or $44,896 at 6%.
Dougherty Mckinnon & Luby 401K Plan-23$488,768$123,913$5,388iApproximate average salary by contribution assumption: employee only about $134,688 at 4% or $89,792 at 6%; with 50% employer match about $89,792 at 4% or $59,861 at 6%; with 100% employer match about $67,344 at 4% or $44,896 at 6%.
2004119$371,841$115,849$6,097iApproximate average salary by contribution assumption: employee only about $152,433 at 4% or $101,622 at 6%; with 50% employer match about $101,622 at 4% or $67,748 at 6%; with 100% employer match about $76,216 at 4% or $50,811 at 6%.
Dougherty Mckinnon & Luby 401K Plan-19$371,841$115,849$6,097iApproximate average salary by contribution assumption: employee only about $152,433 at 4% or $101,622 at 6%; with 50% employer match about $101,622 at 4% or $67,748 at 6%; with 100% employer match about $76,216 at 4% or $50,811 at 6%.
2003121$267,814$99,409$4,734iApproximate average salary by contribution assumption: employee only about $118,344 at 4% or $78,896 at 6%; with 50% employer match about $78,896 at 4% or $52,597 at 6%; with 100% employer match about $59,172 at 4% or $39,448 at 6%.
Dougherty Mckinnon & Luby 401K Plan-21$267,814$99,409$4,734iApproximate average salary by contribution assumption: employee only about $118,344 at 4% or $78,896 at 6%; with 50% employer match about $78,896 at 4% or $52,597 at 6%; with 100% employer match about $59,172 at 4% or $39,448 at 6%.
2002119$0$0-
Dougherty Mckinnon & Luby 401K Plan-19---
2001118$0$0-
Dougherty Mckinnon & Luby 401K Plan-18---
2000118$27,531$12,603$700iApproximate average salary by contribution assumption: employee only about $17,504 at 4% or $11,669 at 6%; with 50% employer match about $11,669 at 4% or $7,780 at 6%; with 100% employer match about $8,752 at 4% or $5,835 at 6%.
Dougherty Mckinnon & Luby 401K Plan-18$27,531$12,603$700iApproximate average salary by contribution assumption: employee only about $17,504 at 4% or $11,669 at 6%; with 50% employer match about $11,669 at 4% or $7,780 at 6%; with 100% employer match about $8,752 at 4% or $5,835 at 6%.
1999117$23,415$10,910$642iApproximate average salary by contribution assumption: employee only about $16,044 at 4% or $10,696 at 6%; with 50% employer match about $10,696 at 4% or $7,131 at 6%; with 100% employer match about $8,022 at 4% or $5,348 at 6%.
Dougherty Mckinnon & Luby 401K Plan-17$23,415$10,910$642iApproximate average salary by contribution assumption: employee only about $16,044 at 4% or $10,696 at 6%; with 50% employer match about $10,696 at 4% or $7,131 at 6%; with 100% employer match about $8,022 at 4% or $5,348 at 6%.