Duncan & Sons LLC
Plan context: DUNCAN & SONS 401(K) PROFIT SHARING PLAN AND TRUST
EIN 73-1569392 • Sapulpa, OK • 23 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$1,584,038
2024 Contributions
$75,676
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 | 12 | $1,584,038 | $75,676 | $6,306iApproximate average salary by contribution assumption: employee only about $157,658 at 4% or $105,106 at 6%; with 50% employer match about $105,106 at 4% or $70,070 at 6%; with 100% employer match about $78,829 at 4% or $52,553 at 6%. |
| DUNCAN & SONS 401(K) PROFIT SHARING PLAN AND TRUST | - | 12 | $1,584,038 | $75,676 | $6,306iApproximate average salary by contribution assumption: employee only about $157,658 at 4% or $105,106 at 6%; with 50% employer match about $105,106 at 4% or $70,070 at 6%; with 100% employer match about $78,829 at 4% or $52,553 at 6%. |
| 2023 | 1 | 12 | $1,397,979 | $78,985 | $6,582iApproximate average salary by contribution assumption: employee only about $164,552 at 4% or $109,701 at 6%; with 50% employer match about $109,701 at 4% or $73,134 at 6%; with 100% employer match about $82,276 at 4% or $54,851 at 6%. |
| DUNCAN & SONS 401(K) PROFIT SHARING PLAN AND TRUST | - | 12 | $1,397,979 | $78,985 | $6,582iApproximate average salary by contribution assumption: employee only about $164,552 at 4% or $109,701 at 6%; with 50% employer match about $109,701 at 4% or $73,134 at 6%; with 100% employer match about $82,276 at 4% or $54,851 at 6%. |
| 2022 | 1 | 15 | $1,332,365 | $77,532 | $5,169iApproximate average salary by contribution assumption: employee only about $129,220 at 4% or $86,147 at 6%; with 50% employer match about $86,147 at 4% or $57,431 at 6%; with 100% employer match about $64,610 at 4% or $43,073 at 6%. |
| DUNCAN & SONS 401(K) PROFIT SHARING PLAN AND TRUST | - | 15 | $1,332,365 | $77,532 | $5,169iApproximate average salary by contribution assumption: employee only about $129,220 at 4% or $86,147 at 6%; with 50% employer match about $86,147 at 4% or $57,431 at 6%; with 100% employer match about $64,610 at 4% or $43,073 at 6%. |
| 2021 | 1 | 16 | $1,515,781 | $80,727 | $5,045iApproximate average salary by contribution assumption: employee only about $126,136 at 4% or $84,091 at 6%; with 50% employer match about $84,091 at 4% or $56,060 at 6%; with 100% employer match about $63,068 at 4% or $42,045 at 6%. |
| DUNCAN & SONS 401(K) PROFIT SHARING PLAN AND TRUST | - | 16 | $1,515,781 | $80,727 | $5,045iApproximate average salary by contribution assumption: employee only about $126,136 at 4% or $84,091 at 6%; with 50% employer match about $84,091 at 4% or $56,060 at 6%; with 100% employer match about $63,068 at 4% or $42,045 at 6%. |
| 2020 | 1 | 19 | $1,947,099 | $108,547 | $5,713iApproximate average salary by contribution assumption: employee only about $142,825 at 4% or $95,217 at 6%; with 50% employer match about $95,217 at 4% or $63,478 at 6%; with 100% employer match about $71,413 at 4% or $47,608 at 6%. |
| DUNCAN & SONS 401(K) PROFIT SHARING PLAN AND TRUST | - | 19 | $1,947,099 | $108,547 | $5,713iApproximate average salary by contribution assumption: employee only about $142,825 at 4% or $95,217 at 6%; with 50% employer match about $95,217 at 4% or $63,478 at 6%; with 100% employer match about $71,413 at 4% or $47,608 at 6%. |
| 2019 | 2 | 23 | $1,693,270 | $212,975 | $9,260iApproximate average salary by contribution assumption: employee only about $231,495 at 4% or $154,330 at 6%; with 50% employer match about $154,330 at 4% or $102,886 at 6%; with 100% employer match about $115,747 at 4% or $77,165 at 6%. |
| DUNCAN & SONS 401(K) PROFIT SHARING PLAN AND TRUST | - | 23 | $1,693,270 | $212,975 | $9,260iApproximate average salary by contribution assumption: employee only about $231,495 at 4% or $154,330 at 6%; with 50% employer match about $154,330 at 4% or $102,886 at 6%; with 100% employer match about $115,747 at 4% or $77,165 at 6%. |
| Duncan & Sons Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2018 | 2 | 26 | $2,157,563 | $419,708 | $16,143iApproximate average salary by contribution assumption: employee only about $403,565 at 4% or $269,044 at 6%; with 50% employer match about $269,044 at 4% or $179,362 at 6%; with 100% employer match about $201,783 at 4% or $134,522 at 6%. |
| DUNCAN & SONS 401(K) PROFIT SHARING PLAN AND TRUST | - | 26 | $1,359,858 | $219,294 | $8,434iApproximate average salary by contribution assumption: employee only about $210,860 at 4% or $140,573 at 6%; with 50% employer match about $140,573 at 4% or $93,715 at 6%; with 100% employer match about $105,430 at 4% or $70,287 at 6%. |
| Duncan & Sons Cash Balance Plan | - | 24 | $797,705 | $200,414 | $8,351iApproximate average salary by contribution assumption: employee only about $208,765 at 4% or $139,176 at 6%; with 50% employer match about $139,176 at 4% or $92,784 at 6%; with 100% employer match about $104,382 at 4% or $69,588 at 6%. |
| 2017 | 2 | 27 | $1,839,835 | $349,106 | $12,930iApproximate average salary by contribution assumption: employee only about $323,246 at 4% or $215,498 at 6%; with 50% employer match about $215,498 at 4% or $143,665 at 6%; with 100% employer match about $161,623 at 4% or $107,749 at 6%. |
| DUNCAN & SONS 401(K) PROFIT SHARING PLAN AND TRUST | - | 27 | $1,215,780 | $212,836 | $7,883iApproximate average salary by contribution assumption: employee only about $197,070 at 4% or $131,380 at 6%; with 50% employer match about $131,380 at 4% or $87,587 at 6%; with 100% employer match about $98,535 at 4% or $65,690 at 6%. |
| Duncan & Sons Cash Balance Plan | - | 24 | $624,055 | $136,270 | $5,678iApproximate average salary by contribution assumption: employee only about $141,948 at 4% or $94,632 at 6%; with 50% employer match about $94,632 at 4% or $63,088 at 6%; with 100% employer match about $70,974 at 4% or $47,316 at 6%. |
| 2016 | 2 | 24 | $1,356,523 | $539,200 | $22,467iApproximate average salary by contribution assumption: employee only about $561,667 at 4% or $374,444 at 6%; with 50% employer match about $374,444 at 4% or $249,630 at 6%; with 100% employer match about $280,833 at 4% or $187,222 at 6%. |
| DUNCAN & SONS 401(K) PROFIT SHARING PLAN AND TRUST | - | 24 | $900,561 | $228,313 | $9,513iApproximate average salary by contribution assumption: employee only about $237,826 at 4% or $158,551 at 6%; with 50% employer match about $158,551 at 4% or $105,700 at 6%; with 100% employer match about $118,913 at 4% or $79,275 at 6%. |
| Duncan & Sons Cash Balance Plan | - | 24 | $455,962 | $310,887 | $12,954iApproximate average salary by contribution assumption: employee only about $323,841 at 4% or $215,894 at 6%; with 50% employer match about $215,894 at 4% or $143,929 at 6%; with 100% employer match about $161,920 at 4% or $107,947 at 6%. |
| 2015 | 2 | 25 | $759,342 | $216,572 | $8,663iApproximate average salary by contribution assumption: employee only about $216,572 at 4% or $144,381 at 6%; with 50% employer match about $144,381 at 4% or $96,254 at 6%; with 100% employer match about $108,286 at 4% or $72,191 at 6%. |
| DUNCAN & SONS 401(K) PROFIT SHARING PLAN AND TRUST | - | 17 | $621,248 | $216,572 | $12,740iApproximate average salary by contribution assumption: employee only about $318,488 at 4% or $212,325 at 6%; with 50% employer match about $212,325 at 4% or $141,550 at 6%; with 100% employer match about $159,244 at 4% or $106,163 at 6%. |
| Duncan & Sons Cash Balance Plan | - | 25 | $138,094 | - | - |
| 2014 | 2 | 17 | $559,090 | $239,417 | $14,083iApproximate average salary by contribution assumption: employee only about $352,084 at 4% or $234,723 at 6%; with 50% employer match about $234,723 at 4% or $156,482 at 6%; with 100% employer match about $176,042 at 4% or $117,361 at 6%. |
| DUNCAN & SONS 401(K) PROFIT SHARING PLAN AND TRUST | - | 12 | $421,378 | $101,705 | $8,475iApproximate average salary by contribution assumption: employee only about $211,885 at 4% or $141,257 at 6%; with 50% employer match about $141,257 at 4% or $94,171 at 6%; with 100% employer match about $105,943 at 4% or $70,628 at 6%. |
| Duncan & Sons Cash Balance Plan | - | 17 | $137,712 | $137,712 | $8,101iApproximate average salary by contribution assumption: employee only about $202,518 at 4% or $135,012 at 6%; with 50% employer match about $135,012 at 4% or $90,008 at 6%; with 100% employer match about $101,259 at 4% or $67,506 at 6%. |
| 2013 | 1 | 13 | $306,804 | $79,164 | $6,090iApproximate average salary by contribution assumption: employee only about $152,238 at 4% or $101,492 at 6%; with 50% employer match about $101,492 at 4% or $67,662 at 6%; with 100% employer match about $76,119 at 4% or $50,746 at 6%. |
| DUNCAN & SONS 401(K) PROFIT SHARING PLAN AND TRUST | - | 13 | $306,804 | $79,164 | $6,090iApproximate average salary by contribution assumption: employee only about $152,238 at 4% or $101,492 at 6%; with 50% employer match about $101,492 at 4% or $67,662 at 6%; with 100% employer match about $76,119 at 4% or $50,746 at 6%. |
| 2012 | 1 | 14 | $201,615 | $55,572 | $3,969iApproximate average salary by contribution assumption: employee only about $99,236 at 4% or $66,157 at 6%; with 50% employer match about $66,157 at 4% or $44,105 at 6%; with 100% employer match about $49,618 at 4% or $33,079 at 6%. |
| DUNCAN & SONS 401(K) PROFIT SHARING PLAN AND TRUST | - | 14 | $201,615 | $55,572 | $3,969iApproximate average salary by contribution assumption: employee only about $99,236 at 4% or $66,157 at 6%; with 50% employer match about $66,157 at 4% or $44,105 at 6%; with 100% employer match about $49,618 at 4% or $33,079 at 6%. |
| 2011 | 1 | 13 | $134,198 | $73,697 | $5,669iApproximate average salary by contribution assumption: employee only about $141,725 at 4% or $94,483 at 6%; with 50% employer match about $94,483 at 4% or $62,989 at 6%; with 100% employer match about $70,863 at 4% or $47,242 at 6%. |
| DUNCAN & SONS 401(K) PROFIT SHARING PLAN AND TRUST | - | 13 | $134,198 | $73,697 | $5,669iApproximate average salary by contribution assumption: employee only about $141,725 at 4% or $94,483 at 6%; with 50% employer match about $94,483 at 4% or $62,989 at 6%; with 100% employer match about $70,863 at 4% or $47,242 at 6%. |
| 2010 | 1 | 6 | $60,076 | $31,565 | $5,261iApproximate average salary by contribution assumption: employee only about $131,521 at 4% or $87,681 at 6%; with 50% employer match about $87,681 at 4% or $58,454 at 6%; with 100% employer match about $65,760 at 4% or $43,840 at 6%. |
| DUNCAN & SONS 401(K) PROFIT SHARING PLAN AND TRUST | - | 6 | $60,076 | $31,565 | $5,261iApproximate average salary by contribution assumption: employee only about $131,521 at 4% or $87,681 at 6%; with 50% employer match about $87,681 at 4% or $58,454 at 6%; with 100% employer match about $65,760 at 4% or $43,840 at 6%. |
| 2009 | 1 | 6 | $23,232 | $12,069 | $2,012iApproximate average salary by contribution assumption: employee only about $50,288 at 4% or $33,525 at 6%; with 50% employer match about $33,525 at 4% or $22,350 at 6%; with 100% employer match about $25,144 at 4% or $16,763 at 6%. |
| DUNCAN & SONS 401(K) PROFIT SHARING PLAN AND TRUST | - | 6 | $23,232 | $12,069 | $2,012iApproximate average salary by contribution assumption: employee only about $50,288 at 4% or $33,525 at 6%; with 50% employer match about $33,525 at 4% or $22,350 at 6%; with 100% employer match about $25,144 at 4% or $16,763 at 6%. |
| 2008 | 1 | 6 | $6,986 | $8,370 | $1,395iApproximate average salary by contribution assumption: employee only about $34,875 at 4% or $23,250 at 6%; with 50% employer match about $23,250 at 4% or $15,500 at 6%; with 100% employer match about $17,438 at 4% or $11,625 at 6%. |
| DUNCAN AND SONS 401K PROFIT SHARING PLAN & TRUST | - | 6 | $6,986 | $8,370 | $1,395iApproximate average salary by contribution assumption: employee only about $34,875 at 4% or $23,250 at 6%; with 50% employer match about $23,250 at 4% or $15,500 at 6%; with 100% employer match about $17,438 at 4% or $11,625 at 6%. |