Civic Intelligence

Daniels & Roberts Inc.

Plan context: Daniels & Roberts Inc. Retirement Savings Plan

EIN 59-2752509 • Delray Beach, FL • 26 filings • 3 plans

55 SE 2nd AvenueSuite 15LDelray Beach, FL 33444
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$1,975,528

2025 Contributions

$27,760

Historical Graphs

Total Assets Over Time

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

$2,212,655$1,106,328$0199920152025YearValue
$1,975,528Latest year 2025

Participants Over Time

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

27140199920142025YearValue
12Latest 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
2025112$1,975,528$27,760$2,313iApproximate average salary by contribution assumption: employee only about $57,833 at 4% or $38,556 at 6%; with 50% employer match about $38,556 at 4% or $25,704 at 6%; with 100% employer match about $28,917 at 4% or $19,278 at 6%.
Daniels & Roberts Inc. Retirement Savings Plan-12$1,975,528$27,760$2,313iApproximate average salary by contribution assumption: employee only about $57,833 at 4% or $38,556 at 6%; with 50% employer match about $38,556 at 4% or $25,704 at 6%; with 100% employer match about $28,917 at 4% or $19,278 at 6%.
2024112$1,727,657$20,945$1,745iApproximate average salary by contribution assumption: employee only about $43,635 at 4% or $29,090 at 6%; with 50% employer match about $29,090 at 4% or $19,394 at 6%; with 100% employer match about $21,818 at 4% or $14,545 at 6%.
Daniels & Roberts Inc. Retirement Savings Plan-12$1,727,657$20,945$1,745iApproximate average salary by contribution assumption: employee only about $43,635 at 4% or $29,090 at 6%; with 50% employer match about $29,090 at 4% or $19,394 at 6%; with 100% employer match about $21,818 at 4% or $14,545 at 6%.
2023112$2,165,365$60,451$5,038iApproximate average salary by contribution assumption: employee only about $125,940 at 4% or $83,960 at 6%; with 50% employer match about $83,960 at 4% or $55,973 at 6%; with 100% employer match about $62,970 at 4% or $41,980 at 6%.
Daniels & Roberts Inc. Retirement Savings Plan-12$2,165,365$60,451$5,038iApproximate average salary by contribution assumption: employee only about $125,940 at 4% or $83,960 at 6%; with 50% employer match about $83,960 at 4% or $55,973 at 6%; with 100% employer match about $62,970 at 4% or $41,980 at 6%.
2022112$1,888,815$5,865$489iApproximate average salary by contribution assumption: employee only about $12,219 at 4% or $8,146 at 6%; with 50% employer match about $8,146 at 4% or $5,431 at 6%; with 100% employer match about $6,109 at 4% or $4,073 at 6%.
Daniels & Roberts Inc. Retirement Savings Plan-12$1,888,815$5,865$489iApproximate average salary by contribution assumption: employee only about $12,219 at 4% or $8,146 at 6%; with 50% employer match about $8,146 at 4% or $5,431 at 6%; with 100% employer match about $6,109 at 4% or $4,073 at 6%.
2021113$2,212,655$5,669$436iApproximate average salary by contribution assumption: employee only about $10,902 at 4% or $7,268 at 6%; with 50% employer match about $7,268 at 4% or $4,845 at 6%; with 100% employer match about $5,451 at 4% or $3,634 at 6%.
Daniels & Roberts Inc. Retirement Savings Plan-13$2,212,655$5,669$436iApproximate average salary by contribution assumption: employee only about $10,902 at 4% or $7,268 at 6%; with 50% employer match about $7,268 at 4% or $4,845 at 6%; with 100% employer match about $5,451 at 4% or $3,634 at 6%.
2020113$1,983,563$3,991$307iApproximate average salary by contribution assumption: employee only about $7,675 at 4% or $5,117 at 6%; with 50% employer match about $5,117 at 4% or $3,411 at 6%; with 100% employer match about $3,838 at 4% or $2,558 at 6%.
Daniels & Roberts Inc. Retirement Savings Plan-13$1,983,563$3,991$307iApproximate average salary by contribution assumption: employee only about $7,675 at 4% or $5,117 at 6%; with 50% employer match about $5,117 at 4% or $3,411 at 6%; with 100% employer match about $3,838 at 4% or $2,558 at 6%.
2019110$1,717,150$6,386$639iApproximate average salary by contribution assumption: employee only about $15,965 at 4% or $10,643 at 6%; with 50% employer match about $10,643 at 4% or $7,096 at 6%; with 100% employer match about $7,983 at 4% or $5,322 at 6%.
Daniels & Roberts Inc. Retirement Savings Plan-10$1,717,150$6,386$639iApproximate average salary by contribution assumption: employee only about $15,965 at 4% or $10,643 at 6%; with 50% employer match about $10,643 at 4% or $7,096 at 6%; with 100% employer match about $7,983 at 4% or $5,322 at 6%.
2018110$1,452,492$5,958$596iApproximate average salary by contribution assumption: employee only about $14,895 at 4% or $9,930 at 6%; with 50% employer match about $9,930 at 4% or $6,620 at 6%; with 100% employer match about $7,447 at 4% or $4,965 at 6%.
Daniels & Roberts Inc. Retirement Savings Plan-10$1,452,492$5,958$596iApproximate average salary by contribution assumption: employee only about $14,895 at 4% or $9,930 at 6%; with 50% employer match about $9,930 at 4% or $6,620 at 6%; with 100% employer match about $7,447 at 4% or $4,965 at 6%.
2017110$1,538,495$9,120$912iApproximate average salary by contribution assumption: employee only about $22,800 at 4% or $15,200 at 6%; with 50% employer match about $15,200 at 4% or $10,133 at 6%; with 100% employer match about $11,400 at 4% or $7,600 at 6%.
Daniels & Roberts Inc. Retirement Savings Plan-10$1,538,495$9,120$912iApproximate average salary by contribution assumption: employee only about $22,800 at 4% or $15,200 at 6%; with 50% employer match about $15,200 at 4% or $10,133 at 6%; with 100% employer match about $11,400 at 4% or $7,600 at 6%.
201619$1,607,058$25,179$2,798iApproximate average salary by contribution assumption: employee only about $69,942 at 4% or $46,628 at 6%; with 50% employer match about $46,628 at 4% or $31,085 at 6%; with 100% employer match about $34,971 at 4% or $23,314 at 6%.
Daniels & Roberts Inc. Retirement Savings Plan-9$1,607,058$25,179$2,798iApproximate average salary by contribution assumption: employee only about $69,942 at 4% or $46,628 at 6%; with 50% employer match about $46,628 at 4% or $31,085 at 6%; with 100% employer match about $34,971 at 4% or $23,314 at 6%.
2015110$1,568,702$23,032$2,303iApproximate average salary by contribution assumption: employee only about $57,580 at 4% or $38,387 at 6%; with 50% employer match about $38,387 at 4% or $25,591 at 6%; with 100% employer match about $28,790 at 4% or $19,193 at 6%.
Daniels & Roberts Inc. Retirement Savings Plan-10$1,568,702$23,032$2,303iApproximate average salary by contribution assumption: employee only about $57,580 at 4% or $38,387 at 6%; with 50% employer match about $38,387 at 4% or $25,591 at 6%; with 100% employer match about $28,790 at 4% or $19,193 at 6%.
2014110$1,587,342$20,268$2,027iApproximate average salary by contribution assumption: employee only about $50,670 at 4% or $33,780 at 6%; with 50% employer match about $33,780 at 4% or $22,520 at 6%; with 100% employer match about $25,335 at 4% or $16,890 at 6%.
Daniels & Roberts Inc. Retirement Savings Plan-10$1,587,342$20,268$2,027iApproximate average salary by contribution assumption: employee only about $50,670 at 4% or $33,780 at 6%; with 50% employer match about $33,780 at 4% or $22,520 at 6%; with 100% employer match about $25,335 at 4% or $16,890 at 6%.
201315$1,524,432$13,245$2,649iApproximate average salary by contribution assumption: employee only about $66,225 at 4% or $44,150 at 6%; with 50% employer match about $44,150 at 4% or $29,433 at 6%; with 100% employer match about $33,113 at 4% or $22,075 at 6%.
Daniels & Roberts Inc. Retirement Savings Plan-5$1,524,432$13,245$2,649iApproximate average salary by contribution assumption: employee only about $66,225 at 4% or $44,150 at 6%; with 50% employer match about $44,150 at 4% or $29,433 at 6%; with 100% employer match about $33,113 at 4% or $22,075 at 6%.
201217$1,299,095$10,322$1,475iApproximate average salary by contribution assumption: employee only about $36,864 at 4% or $24,576 at 6%; with 50% employer match about $24,576 at 4% or $16,384 at 6%; with 100% employer match about $18,432 at 4% or $12,288 at 6%.
Daniels & Roberts Inc. Retirement Savings Plan-7$1,299,095$10,322$1,475iApproximate average salary by contribution assumption: employee only about $36,864 at 4% or $24,576 at 6%; with 50% employer match about $24,576 at 4% or $16,384 at 6%; with 100% employer match about $18,432 at 4% or $12,288 at 6%.
2011115$1,200,511$15,955$1,064iApproximate average salary by contribution assumption: employee only about $26,592 at 4% or $17,728 at 6%; with 50% employer match about $17,728 at 4% or $11,819 at 6%; with 100% employer match about $13,296 at 4% or $8,864 at 6%.
Daniels & Roberts Inc. Retirement Savings Plan-15$1,200,511$15,955$1,064iApproximate average salary by contribution assumption: employee only about $26,592 at 4% or $17,728 at 6%; with 50% employer match about $17,728 at 4% or $11,819 at 6%; with 100% employer match about $13,296 at 4% or $8,864 at 6%.
2010117$1,340,370$19,401$1,141iApproximate average salary by contribution assumption: employee only about $28,531 at 4% or $19,021 at 6%; with 50% employer match about $19,021 at 4% or $12,680 at 6%; with 100% employer match about $14,265 at 4% or $9,510 at 6%.
Daniels & Roberts Inc. Retirement Savings Plan-17$1,340,370$19,401$1,141iApproximate average salary by contribution assumption: employee only about $28,531 at 4% or $19,021 at 6%; with 50% employer match about $19,021 at 4% or $12,680 at 6%; with 100% employer match about $14,265 at 4% or $9,510 at 6%.
2009119$1,234,845$40,726$2,143iApproximate average salary by contribution assumption: employee only about $53,587 at 4% or $35,725 at 6%; with 50% employer match about $35,725 at 4% or $23,816 at 6%; with 100% employer match about $26,793 at 4% or $17,862 at 6%.
Daniels & Roberts Inc. Retirement Savings Plan-19$1,234,845$40,726$2,143iApproximate average salary by contribution assumption: employee only about $53,587 at 4% or $35,725 at 6%; with 50% employer match about $35,725 at 4% or $23,816 at 6%; with 100% employer match about $26,793 at 4% or $17,862 at 6%.
2008110$1,008,734$67,022$6,702iApproximate average salary by contribution assumption: employee only about $167,555 at 4% or $111,703 at 6%; with 50% employer match about $111,703 at 4% or $74,469 at 6%; with 100% employer match about $83,778 at 4% or $55,852 at 6%.
Daniels & Roberts Inc. Retirement Savings Plan-10$1,008,734$67,022$6,702iApproximate average salary by contribution assumption: employee only about $167,555 at 4% or $111,703 at 6%; with 50% employer match about $111,703 at 4% or $74,469 at 6%; with 100% employer match about $83,778 at 4% or $55,852 at 6%.
2007211$0$0-
Daniels & Roberts Inc. Retirement Savings Plan-11---
DANIELS & ROBERTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN-0---
2006213$1,263,098$95,633$7,356iApproximate average salary by contribution assumption: employee only about $183,910 at 4% or $122,606 at 6%; with 50% employer match about $122,606 at 4% or $81,738 at 6%; with 100% employer match about $91,955 at 4% or $61,303 at 6%.
Daniels & Roberts Inc. Retirement Savings Plan-13$1,263,098--
Daniels & Roberts Inc. 401K Profit Sharing Plan-0-$95,633-
2005116$1,218,011$68,739$4,296iApproximate average salary by contribution assumption: employee only about $107,405 at 4% or $71,603 at 6%; with 50% employer match about $71,603 at 4% or $47,735 at 6%; with 100% employer match about $53,702 at 4% or $35,802 at 6%.
Daniels & Roberts Inc. 401K Profit Sharing Plan-16$1,218,011$68,739$4,296iApproximate average salary by contribution assumption: employee only about $107,405 at 4% or $71,603 at 6%; with 50% employer match about $71,603 at 4% or $47,735 at 6%; with 100% employer match about $53,702 at 4% or $35,802 at 6%.
2001127$0$0-
Daniels & Roberts Inc. 401K Profit Sharing Plan-27---
2000127$0$0-
Daniels & Roberts Inc. 401K Profit Sharing Plan-27---
1999119$1,060,877$110,801$5,832iApproximate average salary by contribution assumption: employee only about $145,791 at 4% or $97,194 at 6%; with 50% employer match about $97,194 at 4% or $64,796 at 6%; with 100% employer match about $72,895 at 4% or $48,597 at 6%.
Daniels & Roberts Inc. 401K Profit Sharing Plan-19$1,060,877$110,801$5,832iApproximate average salary by contribution assumption: employee only about $145,791 at 4% or $97,194 at 6%; with 50% employer match about $97,194 at 4% or $64,796 at 6%; with 100% employer match about $72,895 at 4% or $48,597 at 6%.