Civic Intelligence

Duckworth Financial Partners

Plan context: Duckworth Financial Partners 401(K) Ps Plan

EIN 65-1226333 • West Warwick, RI • 10 filings • 3 plans

1300 Division Road Suite 203West Warwick, RI 02893
Current Snapshot

Latest Year

2017

2017 Participants

12

2017 Assets

$1,275,386

2017 Contributions

$127,076

Historical Graphs

Total Assets Over Time

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

$1,275,386$637,693$0200820132017YearValue
$1,275,386Latest year 2017

Participants Over Time

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

1260200820132017YearValue
12Latest year 2017

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
2017112$1,275,386$127,076$10,590iApproximate average salary by contribution assumption: employee only about $264,742 at 4% or $176,494 at 6%; with 50% employer match about $176,494 at 4% or $117,663 at 6%; with 100% employer match about $132,371 at 4% or $88,247 at 6%.
Duckworth Financial Partners 401(K) Ps Plan-12$1,275,386$127,076$10,590iApproximate average salary by contribution assumption: employee only about $264,742 at 4% or $176,494 at 6%; with 50% employer match about $176,494 at 4% or $117,663 at 6%; with 100% employer match about $132,371 at 4% or $88,247 at 6%.
201611$1,203,498$127,576$127,576iApproximate average salary by contribution assumption: employee only about $3,189,400 at 4% or $2,126,267 at 6%; with 50% employer match about $2,126,267 at 4% or $1,417,511 at 6%; with 100% employer match about $1,594,700 at 4% or $1,063,133 at 6%.
Duckworth Financial Partners 401(K) Ps Plan-1$1,203,498$127,576$127,576iApproximate average salary by contribution assumption: employee only about $3,189,400 at 4% or $2,126,267 at 6%; with 50% employer match about $2,126,267 at 4% or $1,417,511 at 6%; with 100% employer match about $1,594,700 at 4% or $1,063,133 at 6%.
2015112$986,862$154,520$12,877iApproximate average salary by contribution assumption: employee only about $321,917 at 4% or $214,611 at 6%; with 50% employer match about $214,611 at 4% or $143,074 at 6%; with 100% employer match about $160,958 at 4% or $107,306 at 6%.
Duckworth Financial Partners 401(K) Ps Plan-12$986,862$154,520$12,877iApproximate average salary by contribution assumption: employee only about $321,917 at 4% or $214,611 at 6%; with 50% employer match about $214,611 at 4% or $143,074 at 6%; with 100% employer match about $160,958 at 4% or $107,306 at 6%.
2014110$906,668$155,322$15,532iApproximate average salary by contribution assumption: employee only about $388,305 at 4% or $258,870 at 6%; with 50% employer match about $258,870 at 4% or $172,580 at 6%; with 100% employer match about $194,153 at 4% or $129,435 at 6%.
Duckworth Financial Partners 401(K) Ps Plan-10$906,668$155,322$15,532iApproximate average salary by contribution assumption: employee only about $388,305 at 4% or $258,870 at 6%; with 50% employer match about $258,870 at 4% or $172,580 at 6%; with 100% employer match about $194,153 at 4% or $129,435 at 6%.
201319$706,478$177,276$19,697iApproximate average salary by contribution assumption: employee only about $492,433 at 4% or $328,289 at 6%; with 50% employer match about $328,289 at 4% or $218,859 at 6%; with 100% employer match about $246,217 at 4% or $164,144 at 6%.
Duckworth Financial Partners 401(K) Ps Plan-9$706,478$177,276$19,697iApproximate average salary by contribution assumption: employee only about $492,433 at 4% or $328,289 at 6%; with 50% employer match about $328,289 at 4% or $218,859 at 6%; with 100% employer match about $246,217 at 4% or $164,144 at 6%.
201218$432,801$81,627$10,203iApproximate average salary by contribution assumption: employee only about $255,084 at 4% or $170,056 at 6%; with 50% employer match about $170,056 at 4% or $113,371 at 6%; with 100% employer match about $127,542 at 4% or $85,028 at 6%.
Duckworth Financial Partners 401(K) Ps Plan-8$432,801$81,627$10,203iApproximate average salary by contribution assumption: employee only about $255,084 at 4% or $170,056 at 6%; with 50% employer match about $170,056 at 4% or $113,371 at 6%; with 100% employer match about $127,542 at 4% or $85,028 at 6%.
201116$300,530$64,103$10,684iApproximate average salary by contribution assumption: employee only about $267,096 at 4% or $178,064 at 6%; with 50% employer match about $178,064 at 4% or $118,709 at 6%; with 100% employer match about $133,548 at 4% or $89,032 at 6%.
Duckworth Financial Partners 401(K) Ps Plan-6$300,530$64,103$10,684iApproximate average salary by contribution assumption: employee only about $267,096 at 4% or $178,064 at 6%; with 50% employer match about $178,064 at 4% or $118,709 at 6%; with 100% employer match about $133,548 at 4% or $89,032 at 6%.
201015$262,072$65,741$13,148iApproximate average salary by contribution assumption: employee only about $328,705 at 4% or $219,137 at 6%; with 50% employer match about $219,137 at 4% or $146,091 at 6%; with 100% employer match about $164,353 at 4% or $109,568 at 6%.
Duckworth Financial Partners 401(K) Ps Plan-5$262,072$65,741$13,148iApproximate average salary by contribution assumption: employee only about $328,705 at 4% or $219,137 at 6%; with 50% employer match about $219,137 at 4% or $146,091 at 6%; with 100% employer match about $164,353 at 4% or $109,568 at 6%.
200915$308,712$48,772$9,754iApproximate average salary by contribution assumption: employee only about $243,860 at 4% or $162,573 at 6%; with 50% employer match about $162,573 at 4% or $108,382 at 6%; with 100% employer match about $121,930 at 4% or $81,287 at 6%.
Duckworth Financial Partners 401(K) Ps Plan-5$308,712$48,772$9,754iApproximate average salary by contribution assumption: employee only about $243,860 at 4% or $162,573 at 6%; with 50% employer match about $162,573 at 4% or $108,382 at 6%; with 100% employer match about $121,930 at 4% or $81,287 at 6%.
200815$192,713$298,246$59,649iApproximate average salary by contribution assumption: employee only about $1,491,230 at 4% or $994,153 at 6%; with 50% employer match about $994,153 at 4% or $662,769 at 6%; with 100% employer match about $745,615 at 4% or $497,077 at 6%.
Duckworth Financial Partners 401(K) Ps Plan-5$192,713$298,246$59,649iApproximate average salary by contribution assumption: employee only about $1,491,230 at 4% or $994,153 at 6%; with 50% employer match about $994,153 at 4% or $662,769 at 6%; with 100% employer match about $745,615 at 4% or $497,077 at 6%.