Civic Intelligence

D. DANIELS AGENCY, INC.

Plan context: D. DANIELS AGENCY, INC. 401K & PROFIT SHARING PLAN

EIN 61-1439073 • Winchester, KY • 10 filings • 3 plans

6680 Colby DriveWinchester, KY 40391
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$741,345

2025 Contributions

$52,096

Historical Graphs

Total Assets Over Time

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

$741,345$370,673$0201820222025YearValue
$741,345Latest year 2025

Participants Over Time

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

1370201820222025YearValue
6Latest 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
202516$741,345$52,096$8,683iApproximate average salary by contribution assumption: employee only about $217,067 at 4% or $144,711 at 6%; with 50% employer match about $144,711 at 4% or $96,474 at 6%; with 100% employer match about $108,533 at 4% or $72,356 at 6%.
D. DANIELS AGENCY, INC. 401K & PROFIT SHARING PLAN-6$741,345$52,096$8,683iApproximate average salary by contribution assumption: employee only about $217,067 at 4% or $144,711 at 6%; with 50% employer match about $144,711 at 4% or $96,474 at 6%; with 100% employer match about $108,533 at 4% or $72,356 at 6%.
202416$605,993$50,809$8,468iApproximate average salary by contribution assumption: employee only about $211,704 at 4% or $141,136 at 6%; with 50% employer match about $141,136 at 4% or $94,091 at 6%; with 100% employer match about $105,852 at 4% or $70,568 at 6%.
D. DANIELS AGENCY, INC. 401K & PROFIT SHARING PLAN-6$605,993$50,809$8,468iApproximate average salary by contribution assumption: employee only about $211,704 at 4% or $141,136 at 6%; with 50% employer match about $141,136 at 4% or $94,091 at 6%; with 100% employer match about $105,852 at 4% or $70,568 at 6%.
202316$488,067$74,554$12,426iApproximate average salary by contribution assumption: employee only about $310,642 at 4% or $207,094 at 6%; with 50% employer match about $207,094 at 4% or $138,063 at 6%; with 100% employer match about $155,321 at 4% or $103,547 at 6%.
D. DANIELS AGENCY, INC. 401(K) PROFIT SHARING PLAN-6$488,067$74,554$12,426iApproximate average salary by contribution assumption: employee only about $310,642 at 4% or $207,094 at 6%; with 50% employer match about $207,094 at 4% or $138,063 at 6%; with 100% employer match about $155,321 at 4% or $103,547 at 6%.
202229$422,556$132,596$14,733iApproximate average salary by contribution assumption: employee only about $368,322 at 4% or $245,548 at 6%; with 50% employer match about $245,548 at 4% or $163,699 at 6%; with 100% employer match about $184,161 at 4% or $122,774 at 6%.
D. DANIELS AGENCY, INC. 401(K) PROFIT SHARING PLAN-9$422,556$74,381$8,265iApproximate average salary by contribution assumption: employee only about $206,614 at 4% or $137,743 at 6%; with 50% employer match about $137,743 at 4% or $91,828 at 6%; with 100% employer match about $103,307 at 4% or $68,871 at 6%.
D DANIELS AGENCY, INC. CBS BENEFIT PLAN-0$0$58,215-
2021211$439,442$166,578$15,143iApproximate average salary by contribution assumption: employee only about $378,586 at 4% or $252,391 at 6%; with 50% employer match about $252,391 at 4% or $168,261 at 6%; with 100% employer match about $189,293 at 4% or $126,195 at 6%.
D. DANIELS AGENCY, INC. 401(K) PROFIT SHARING PLAN-11$437,063$96,393$8,763iApproximate average salary by contribution assumption: employee only about $219,075 at 4% or $146,050 at 6%; with 50% employer match about $146,050 at 4% or $97,367 at 6%; with 100% employer match about $109,538 at 4% or $73,025 at 6%.
D DANIELS AGENCY, INC. CBS BENEFIT PLAN-6$2,379$70,185$11,698iApproximate average salary by contribution assumption: employee only about $292,438 at 4% or $194,958 at 6%; with 50% employer match about $194,958 at 4% or $129,972 at 6%; with 100% employer match about $146,219 at 4% or $97,479 at 6%.
2020112$313,040$82,354$6,863iApproximate average salary by contribution assumption: employee only about $171,571 at 4% or $114,381 at 6%; with 50% employer match about $114,381 at 4% or $76,254 at 6%; with 100% employer match about $85,785 at 4% or $57,190 at 6%.
D. DANIELS AGENCY, INC. 401(K) PROFIT SHARING PLAN-12$313,040$82,354$6,863iApproximate average salary by contribution assumption: employee only about $171,571 at 4% or $114,381 at 6%; with 50% employer match about $114,381 at 4% or $76,254 at 6%; with 100% employer match about $85,785 at 4% or $57,190 at 6%.
2019113$198,405$89,820$6,909iApproximate average salary by contribution assumption: employee only about $172,731 at 4% or $115,154 at 6%; with 50% employer match about $115,154 at 4% or $76,769 at 6%; with 100% employer match about $86,365 at 4% or $57,577 at 6%.
D. DANIELS AGENCY, INC. 401(K) PROFIT SHARING PLAN-13$198,405$89,820$6,909iApproximate average salary by contribution assumption: employee only about $172,731 at 4% or $115,154 at 6%; with 50% employer match about $115,154 at 4% or $76,769 at 6%; with 100% employer match about $86,365 at 4% or $57,577 at 6%.
2018113$88,715$98,138$7,549iApproximate average salary by contribution assumption: employee only about $188,727 at 4% or $125,818 at 6%; with 50% employer match about $125,818 at 4% or $83,879 at 6%; with 100% employer match about $94,363 at 4% or $62,909 at 6%.
D. DANIELS AGENCY, INC. 401(K) PROFIT SHARING PLAN-13$88,715$98,138$7,549iApproximate average salary by contribution assumption: employee only about $188,727 at 4% or $125,818 at 6%; with 50% employer match about $125,818 at 4% or $83,879 at 6%; with 100% employer match about $94,363 at 4% or $62,909 at 6%.