Dale and Dale Inc.
Plan context: Dale and Dale 401(K) Plan
EIN 62-0760705 • Memphis, TN • 9 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$1,110,461
2024 Contributions
$159,352
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 15 | $1,110,461 | $159,352 | $10,623iApproximate average salary by contribution assumption: employee only about $265,587 at 4% or $177,058 at 6%; with 50% employer match about $177,058 at 4% or $118,039 at 6%; with 100% employer match about $132,793 at 4% or $88,529 at 6%. |
| Dale and Dale 401(K) Plan | - | 15 | $1,110,461 | $159,352 | $10,623iApproximate average salary by contribution assumption: employee only about $265,587 at 4% or $177,058 at 6%; with 50% employer match about $177,058 at 4% or $118,039 at 6%; with 100% employer match about $132,793 at 4% or $88,529 at 6%. |
| 2023 | 1 | 14 | $867,301 | $146,908 | $10,493iApproximate average salary by contribution assumption: employee only about $262,336 at 4% or $174,890 at 6%; with 50% employer match about $174,890 at 4% or $116,594 at 6%; with 100% employer match about $131,168 at 4% or $87,445 at 6%. |
| Dale and Dale 401(K) Plan | - | 14 | $867,301 | $146,908 | $10,493iApproximate average salary by contribution assumption: employee only about $262,336 at 4% or $174,890 at 6%; with 50% employer match about $174,890 at 4% or $116,594 at 6%; with 100% employer match about $131,168 at 4% or $87,445 at 6%. |
| 2022 | 1 | 0 | $649,266 | $107,891 | - |
| Dale and Dale 401(K) Plan | - | 0 | $649,266 | $107,891 | - |
| 2021 | 1 | 12 | $664,085 | $87,473 | $7,289iApproximate average salary by contribution assumption: employee only about $182,235 at 4% or $121,490 at 6%; with 50% employer match about $121,490 at 4% or $80,994 at 6%; with 100% employer match about $91,118 at 4% or $60,745 at 6%. |
| Dale and Dale 401(K) Plan | - | 12 | $664,085 | $87,473 | $7,289iApproximate average salary by contribution assumption: employee only about $182,235 at 4% or $121,490 at 6%; with 50% employer match about $121,490 at 4% or $80,994 at 6%; with 100% employer match about $91,118 at 4% or $60,745 at 6%. |
| 2020 | 1 | 16 | $551,882 | $142,039 | $8,877iApproximate average salary by contribution assumption: employee only about $221,936 at 4% or $147,957 at 6%; with 50% employer match about $147,957 at 4% or $98,638 at 6%; with 100% employer match about $110,968 at 4% or $73,979 at 6%. |
| Dale and Dale 401(K) Plan | - | 16 | $551,882 | $142,039 | $8,877iApproximate average salary by contribution assumption: employee only about $221,936 at 4% or $147,957 at 6%; with 50% employer match about $147,957 at 4% or $98,638 at 6%; with 100% employer match about $110,968 at 4% or $73,979 at 6%. |
| 2019 | 1 | 12 | $355,356 | $108,709 | $9,059iApproximate average salary by contribution assumption: employee only about $226,477 at 4% or $150,985 at 6%; with 50% employer match about $150,985 at 4% or $100,656 at 6%; with 100% employer match about $113,239 at 4% or $75,492 at 6%. |
| Dale and Dale 401(K) Plan | - | 12 | $355,356 | $108,709 | $9,059iApproximate average salary by contribution assumption: employee only about $226,477 at 4% or $150,985 at 6%; with 50% employer match about $150,985 at 4% or $100,656 at 6%; with 100% employer match about $113,239 at 4% or $75,492 at 6%. |
| 2018 | 1 | 14 | $205,823 | $90,407 | $6,458iApproximate average salary by contribution assumption: employee only about $161,441 at 4% or $107,627 at 6%; with 50% employer match about $107,627 at 4% or $71,752 at 6%; with 100% employer match about $80,721 at 4% or $53,814 at 6%. |
| Dale and Dale 401(K) Plan | - | 14 | $205,823 | $90,407 | $6,458iApproximate average salary by contribution assumption: employee only about $161,441 at 4% or $107,627 at 6%; with 50% employer match about $107,627 at 4% or $71,752 at 6%; with 100% employer match about $80,721 at 4% or $53,814 at 6%. |
| 2017 | 1 | 14 | $132,588 | $85,314 | $6,094iApproximate average salary by contribution assumption: employee only about $152,346 at 4% or $101,564 at 6%; with 50% employer match about $101,564 at 4% or $67,710 at 6%; with 100% employer match about $76,173 at 4% or $50,782 at 6%. |
| Dale and Dale 401(K) Plan | - | 14 | $132,588 | $85,314 | $6,094iApproximate average salary by contribution assumption: employee only about $152,346 at 4% or $101,564 at 6%; with 50% employer match about $101,564 at 4% or $67,710 at 6%; with 100% employer match about $76,173 at 4% or $50,782 at 6%. |
| 2016 | 1 | 14 | $38,549 | $38,670 | $2,762iApproximate average salary by contribution assumption: employee only about $69,054 at 4% or $46,036 at 6%; with 50% employer match about $46,036 at 4% or $30,690 at 6%; with 100% employer match about $34,527 at 4% or $23,018 at 6%. |
| Dale and Dale 401(K) Plan | - | 14 | $38,549 | $38,670 | $2,762iApproximate average salary by contribution assumption: employee only about $69,054 at 4% or $46,036 at 6%; with 50% employer match about $46,036 at 4% or $30,690 at 6%; with 100% employer match about $34,527 at 4% or $23,018 at 6%. |