Daniell, Upton, Anderson, Law & Busby PC.
Plan context: Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan
EIN 63-1223285 • Daphne, AL • 25 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
23
2024 Assets
$2,243,744
2024 Contributions
$85,287
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 | 23 | $2,243,744 | $85,287 | $3,708iApproximate average salary by contribution assumption: employee only about $92,703 at 4% or $61,802 at 6%; with 50% employer match about $61,802 at 4% or $41,201 at 6%; with 100% employer match about $46,352 at 4% or $30,901 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 23 | $2,243,744 | $85,287 | $3,708iApproximate average salary by contribution assumption: employee only about $92,703 at 4% or $61,802 at 6%; with 50% employer match about $61,802 at 4% or $41,201 at 6%; with 100% employer match about $46,352 at 4% or $30,901 at 6%. |
| 2023 | 1 | 23 | $1,903,544 | $81,777 | $3,556iApproximate average salary by contribution assumption: employee only about $88,888 at 4% or $59,259 at 6%; with 50% employer match about $59,259 at 4% or $39,506 at 6%; with 100% employer match about $44,444 at 4% or $29,629 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 23 | $1,903,544 | $81,777 | $3,556iApproximate average salary by contribution assumption: employee only about $88,888 at 4% or $59,259 at 6%; with 50% employer match about $59,259 at 4% or $39,506 at 6%; with 100% employer match about $44,444 at 4% or $29,629 at 6%. |
| 2022 | 1 | 21 | $1,569,652 | $85,924 | $4,092iApproximate average salary by contribution assumption: employee only about $102,290 at 4% or $68,194 at 6%; with 50% employer match about $68,194 at 4% or $45,462 at 6%; with 100% employer match about $51,145 at 4% or $34,097 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 21 | $1,569,652 | $85,924 | $4,092iApproximate average salary by contribution assumption: employee only about $102,290 at 4% or $68,194 at 6%; with 50% employer match about $68,194 at 4% or $45,462 at 6%; with 100% employer match about $51,145 at 4% or $34,097 at 6%. |
| 2021 | 1 | 19 | $1,784,033 | $72,803 | $3,832iApproximate average salary by contribution assumption: employee only about $95,793 at 4% or $63,862 at 6%; with 50% employer match about $63,862 at 4% or $42,575 at 6%; with 100% employer match about $47,897 at 4% or $31,931 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 19 | $1,784,033 | $72,803 | $3,832iApproximate average salary by contribution assumption: employee only about $95,793 at 4% or $63,862 at 6%; with 50% employer match about $63,862 at 4% or $42,575 at 6%; with 100% employer match about $47,897 at 4% or $31,931 at 6%. |
| 2020 | 1 | 19 | $2,016,654 | $59,444 | $3,129iApproximate average salary by contribution assumption: employee only about $78,216 at 4% or $52,144 at 6%; with 50% employer match about $52,144 at 4% or $34,763 at 6%; with 100% employer match about $39,108 at 4% or $26,072 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 19 | $2,016,654 | $59,444 | $3,129iApproximate average salary by contribution assumption: employee only about $78,216 at 4% or $52,144 at 6%; with 50% employer match about $52,144 at 4% or $34,763 at 6%; with 100% employer match about $39,108 at 4% or $26,072 at 6%. |
| 2019 | 1 | 19 | $1,833,915 | $48,844 | $2,571iApproximate average salary by contribution assumption: employee only about $64,268 at 4% or $42,846 at 6%; with 50% employer match about $42,846 at 4% or $28,564 at 6%; with 100% employer match about $32,134 at 4% or $21,423 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 19 | $1,833,915 | $48,844 | $2,571iApproximate average salary by contribution assumption: employee only about $64,268 at 4% or $42,846 at 6%; with 50% employer match about $42,846 at 4% or $28,564 at 6%; with 100% employer match about $32,134 at 4% or $21,423 at 6%. |
| 2018 | 1 | 17 | $1,581,469 | $102,317 | $6,019iApproximate average salary by contribution assumption: employee only about $150,466 at 4% or $100,311 at 6%; with 50% employer match about $100,311 at 4% or $66,874 at 6%; with 100% employer match about $75,233 at 4% or $50,155 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 17 | $1,581,469 | $102,317 | $6,019iApproximate average salary by contribution assumption: employee only about $150,466 at 4% or $100,311 at 6%; with 50% employer match about $100,311 at 4% or $66,874 at 6%; with 100% employer match about $75,233 at 4% or $50,155 at 6%. |
| 2017 | 1 | 17 | $1,475,243 | $94,814 | $5,577iApproximate average salary by contribution assumption: employee only about $139,432 at 4% or $92,955 at 6%; with 50% employer match about $92,955 at 4% or $61,970 at 6%; with 100% employer match about $69,716 at 4% or $46,477 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 17 | $1,475,243 | $94,814 | $5,577iApproximate average salary by contribution assumption: employee only about $139,432 at 4% or $92,955 at 6%; with 50% employer match about $92,955 at 4% or $61,970 at 6%; with 100% employer match about $69,716 at 4% or $46,477 at 6%. |
| 2016 | 1 | 17 | $1,562,968 | $117,843 | $6,932iApproximate average salary by contribution assumption: employee only about $173,299 at 4% or $115,532 at 6%; with 50% employer match about $115,532 at 4% or $77,022 at 6%; with 100% employer match about $86,649 at 4% or $57,766 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 17 | $1,562,968 | $117,843 | $6,932iApproximate average salary by contribution assumption: employee only about $173,299 at 4% or $115,532 at 6%; with 50% employer match about $115,532 at 4% or $77,022 at 6%; with 100% employer match about $86,649 at 4% or $57,766 at 6%. |
| 2015 | 1 | 18 | $1,454,957 | $110,472 | $6,137iApproximate average salary by contribution assumption: employee only about $153,433 at 4% or $102,289 at 6%; with 50% employer match about $102,289 at 4% or $68,193 at 6%; with 100% employer match about $76,717 at 4% or $51,144 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 18 | $1,454,957 | $110,472 | $6,137iApproximate average salary by contribution assumption: employee only about $153,433 at 4% or $102,289 at 6%; with 50% employer match about $102,289 at 4% or $68,193 at 6%; with 100% employer match about $76,717 at 4% or $51,144 at 6%. |
| 2014 | 1 | 19 | $1,292,651 | $107,274 | $5,646iApproximate average salary by contribution assumption: employee only about $141,150 at 4% or $94,100 at 6%; with 50% employer match about $94,100 at 4% or $62,733 at 6%; with 100% employer match about $70,575 at 4% or $47,050 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 19 | $1,292,651 | $107,274 | $5,646iApproximate average salary by contribution assumption: employee only about $141,150 at 4% or $94,100 at 6%; with 50% employer match about $94,100 at 4% or $62,733 at 6%; with 100% employer match about $70,575 at 4% or $47,050 at 6%. |
| 2013 | 1 | 18 | $1,147,260 | $116,282 | $6,460iApproximate average salary by contribution assumption: employee only about $161,503 at 4% or $107,669 at 6%; with 50% employer match about $107,669 at 4% or $71,779 at 6%; with 100% employer match about $80,751 at 4% or $53,834 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 18 | $1,147,260 | $116,282 | $6,460iApproximate average salary by contribution assumption: employee only about $161,503 at 4% or $107,669 at 6%; with 50% employer match about $107,669 at 4% or $71,779 at 6%; with 100% employer match about $80,751 at 4% or $53,834 at 6%. |
| 2012 | 1 | 20 | $896,138 | $71,815 | $3,591iApproximate average salary by contribution assumption: employee only about $89,769 at 4% or $59,846 at 6%; with 50% employer match about $59,846 at 4% or $39,897 at 6%; with 100% employer match about $44,884 at 4% or $29,923 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 20 | $896,138 | $71,815 | $3,591iApproximate average salary by contribution assumption: employee only about $89,769 at 4% or $59,846 at 6%; with 50% employer match about $59,846 at 4% or $39,897 at 6%; with 100% employer match about $44,884 at 4% or $29,923 at 6%. |
| 2011 | 1 | 20 | $857,468 | $74,664 | $3,733iApproximate average salary by contribution assumption: employee only about $93,330 at 4% or $62,220 at 6%; with 50% employer match about $62,220 at 4% or $41,480 at 6%; with 100% employer match about $46,665 at 4% or $31,110 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 20 | $857,468 | $74,664 | $3,733iApproximate average salary by contribution assumption: employee only about $93,330 at 4% or $62,220 at 6%; with 50% employer match about $62,220 at 4% or $41,480 at 6%; with 100% employer match about $46,665 at 4% or $31,110 at 6%. |
| 2010 | 1 | 21 | $776,910 | $66,501 | $3,167iApproximate average salary by contribution assumption: employee only about $79,168 at 4% or $52,779 at 6%; with 50% employer match about $52,779 at 4% or $35,186 at 6%; with 100% employer match about $39,584 at 4% or $26,389 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 21 | $776,910 | $66,501 | $3,167iApproximate average salary by contribution assumption: employee only about $79,168 at 4% or $52,779 at 6%; with 50% employer match about $52,779 at 4% or $35,186 at 6%; with 100% employer match about $39,584 at 4% or $26,389 at 6%. |
| 2009 | 1 | 25 | $654,075 | $90,092 | $3,604iApproximate average salary by contribution assumption: employee only about $90,092 at 4% or $60,061 at 6%; with 50% employer match about $60,061 at 4% or $40,041 at 6%; with 100% employer match about $45,046 at 4% or $30,031 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 25 | $654,075 | $90,092 | $3,604iApproximate average salary by contribution assumption: employee only about $90,092 at 4% or $60,061 at 6%; with 50% employer match about $60,061 at 4% or $40,041 at 6%; with 100% employer match about $45,046 at 4% or $30,031 at 6%. |
| 2008 | 1 | 18 | $520,654 | $54,335 | $3,019iApproximate average salary by contribution assumption: employee only about $75,465 at 4% or $50,310 at 6%; with 50% employer match about $50,310 at 4% or $33,540 at 6%; with 100% employer match about $37,733 at 4% or $25,155 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 18 | $520,654 | $54,335 | $3,019iApproximate average salary by contribution assumption: employee only about $75,465 at 4% or $50,310 at 6%; with 50% employer match about $50,310 at 4% or $33,540 at 6%; with 100% employer match about $37,733 at 4% or $25,155 at 6%. |
| 2007 | 1 | 16 | $583,109 | $55,148 | $3,447iApproximate average salary by contribution assumption: employee only about $86,169 at 4% or $57,446 at 6%; with 50% employer match about $57,446 at 4% or $38,297 at 6%; with 100% employer match about $43,084 at 4% or $28,723 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 16 | $583,109 | $55,148 | $3,447iApproximate average salary by contribution assumption: employee only about $86,169 at 4% or $57,446 at 6%; with 50% employer match about $57,446 at 4% or $38,297 at 6%; with 100% employer match about $43,084 at 4% or $28,723 at 6%. |
| 2006 | 1 | 16 | $560,189 | $52,482 | $3,280iApproximate average salary by contribution assumption: employee only about $82,003 at 4% or $54,669 at 6%; with 50% employer match about $54,669 at 4% or $36,446 at 6%; with 100% employer match about $41,002 at 4% or $27,334 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 16 | $560,189 | $52,482 | $3,280iApproximate average salary by contribution assumption: employee only about $82,003 at 4% or $54,669 at 6%; with 50% employer match about $54,669 at 4% or $36,446 at 6%; with 100% employer match about $41,002 at 4% or $27,334 at 6%. |
| 2005 | 1 | 15 | $468,290 | $59,610 | $3,974iApproximate average salary by contribution assumption: employee only about $99,350 at 4% or $66,233 at 6%; with 50% employer match about $66,233 at 4% or $44,156 at 6%; with 100% employer match about $49,675 at 4% or $33,117 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 15 | $468,290 | $59,610 | $3,974iApproximate average salary by contribution assumption: employee only about $99,350 at 4% or $66,233 at 6%; with 50% employer match about $66,233 at 4% or $44,156 at 6%; with 100% employer match about $49,675 at 4% or $33,117 at 6%. |
| 2004 | 1 | 15 | $385,671 | $41,744 | $2,783iApproximate average salary by contribution assumption: employee only about $69,573 at 4% or $46,382 at 6%; with 50% employer match about $46,382 at 4% or $30,921 at 6%; with 100% employer match about $34,787 at 4% or $23,191 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 15 | $385,671 | $41,744 | $2,783iApproximate average salary by contribution assumption: employee only about $69,573 at 4% or $46,382 at 6%; with 50% employer match about $46,382 at 4% or $30,921 at 6%; with 100% employer match about $34,787 at 4% or $23,191 at 6%. |
| 2003 | 1 | 14 | $334,886 | $37,691 | $2,692iApproximate average salary by contribution assumption: employee only about $67,305 at 4% or $44,870 at 6%; with 50% employer match about $44,870 at 4% or $29,913 at 6%; with 100% employer match about $33,653 at 4% or $22,435 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 14 | $334,886 | $37,691 | $2,692iApproximate average salary by contribution assumption: employee only about $67,305 at 4% or $44,870 at 6%; with 50% employer match about $44,870 at 4% or $29,913 at 6%; with 100% employer match about $33,653 at 4% or $22,435 at 6%. |
| 2002 | 1 | 11 | $221,620 | $38,520 | $3,502iApproximate average salary by contribution assumption: employee only about $87,545 at 4% or $58,364 at 6%; with 50% employer match about $58,364 at 4% or $38,909 at 6%; with 100% employer match about $43,773 at 4% or $29,182 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 11 | $221,620 | $38,520 | $3,502iApproximate average salary by contribution assumption: employee only about $87,545 at 4% or $58,364 at 6%; with 50% employer match about $58,364 at 4% or $38,909 at 6%; with 100% employer match about $43,773 at 4% or $29,182 at 6%. |
| 2001 | 1 | 11 | $0 | $0 | - |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 11 | - | - | - |
| 1999 | 1 | 8 | $317,344 | $9,587 | $1,198iApproximate average salary by contribution assumption: employee only about $29,959 at 4% or $19,973 at 6%; with 50% employer match about $19,973 at 4% or $13,315 at 6%; with 100% employer match about $14,980 at 4% or $9,986 at 6%. |
| Daniell, Upton, Anderson, Law & Busby PC. Retirement Plan | - | 8 | $317,344 | $9,587 | $1,198iApproximate average salary by contribution assumption: employee only about $29,959 at 4% or $19,973 at 6%; with 50% employer match about $19,973 at 4% or $13,315 at 6%; with 100% employer match about $14,980 at 4% or $9,986 at 6%. |