Civic Intelligence

FULCRUM ADVISORY LLC

Plan context: DGI CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 58-2556003 • Durham, NC • 7 filings • 2 plans

3307 Watkins Rd Ste 384Durham, NC 27707-3350
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$138,892

2025 Contributions

$32,499

Historical Graphs

Total Assets Over Time

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

$195,153$97,577$0201920222025YearValue
$138,892Latest year 2025

Participants Over Time

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

950201920222025YearValue
2Latest year 2025

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
202512$138,892$32,499$16,250iApproximate average salary by contribution assumption: employee only about $406,238 at 4% or $270,825 at 6%; with 50% employer match about $270,825 at 4% or $180,550 at 6%; with 100% employer match about $203,119 at 4% or $135,413 at 6%.
DGI CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST-2$138,892$32,499$16,250iApproximate average salary by contribution assumption: employee only about $406,238 at 4% or $270,825 at 6%; with 50% employer match about $270,825 at 4% or $180,550 at 6%; with 100% employer match about $203,119 at 4% or $135,413 at 6%.
202413$195,153$27,270$9,090iApproximate average salary by contribution assumption: employee only about $227,250 at 4% or $151,500 at 6%; with 50% employer match about $151,500 at 4% or $101,000 at 6%; with 100% employer match about $113,625 at 4% or $75,750 at 6%.
DGI CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST-3$195,153$27,270$9,090iApproximate average salary by contribution assumption: employee only about $227,250 at 4% or $151,500 at 6%; with 50% employer match about $151,500 at 4% or $101,000 at 6%; with 100% employer match about $113,625 at 4% or $75,750 at 6%.
202314$152,725$22,804$5,701iApproximate average salary by contribution assumption: employee only about $142,525 at 4% or $95,017 at 6%; with 50% employer match about $95,017 at 4% or $63,344 at 6%; with 100% employer match about $71,263 at 4% or $47,508 at 6%.
DGI CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST-4$152,725$22,804$5,701iApproximate average salary by contribution assumption: employee only about $142,525 at 4% or $95,017 at 6%; with 50% employer match about $95,017 at 4% or $63,344 at 6%; with 100% employer match about $71,263 at 4% or $47,508 at 6%.
202214$127,734$28,915$7,229iApproximate average salary by contribution assumption: employee only about $180,719 at 4% or $120,479 at 6%; with 50% employer match about $120,479 at 4% or $80,319 at 6%; with 100% employer match about $90,359 at 4% or $60,240 at 6%.
DGI CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST-4$127,734$28,915$7,229iApproximate average salary by contribution assumption: employee only about $180,719 at 4% or $120,479 at 6%; with 50% employer match about $120,479 at 4% or $80,319 at 6%; with 100% employer match about $90,359 at 4% or $60,240 at 6%.
202119$175,828$64,147$7,127iApproximate average salary by contribution assumption: employee only about $178,186 at 4% or $118,791 at 6%; with 50% employer match about $118,791 at 4% or $79,194 at 6%; with 100% employer match about $89,093 at 4% or $59,395 at 6%.
FULCRUM ADVISORY LLC 401(K) PROFIT SHARING PLAN & TRUST-9$175,828$64,147$7,127iApproximate average salary by contribution assumption: employee only about $178,186 at 4% or $118,791 at 6%; with 50% employer match about $118,791 at 4% or $79,194 at 6%; with 100% employer match about $89,093 at 4% or $59,395 at 6%.
202018$141,771$75,137$9,392iApproximate average salary by contribution assumption: employee only about $234,803 at 4% or $156,535 at 6%; with 50% employer match about $156,535 at 4% or $104,357 at 6%; with 100% employer match about $117,402 at 4% or $78,268 at 6%.
FULCRUM ADVISORY LLC 401(K) PROFIT SHARING PLAN & TRUST-8$141,771$75,137$9,392iApproximate average salary by contribution assumption: employee only about $234,803 at 4% or $156,535 at 6%; with 50% employer match about $156,535 at 4% or $104,357 at 6%; with 100% employer match about $117,402 at 4% or $78,268 at 6%.
201919$59,390$57,383$6,376iApproximate average salary by contribution assumption: employee only about $159,397 at 4% or $106,265 at 6%; with 50% employer match about $106,265 at 4% or $70,843 at 6%; with 100% employer match about $79,699 at 4% or $53,132 at 6%.
FULCRUM ADVISORY LLC 401(K) PROFIT SHARING PLAN & TRUST-9$59,390$57,383$6,376iApproximate average salary by contribution assumption: employee only about $159,397 at 4% or $106,265 at 6%; with 50% employer match about $106,265 at 4% or $70,843 at 6%; with 100% employer match about $79,699 at 4% or $53,132 at 6%.