Civic Intelligence

Daniels & Erickson PC.

Plan context: Daniels & Erickson 401(K) Plan

EIN 75-2916499 • Dallas, TX • 24 filings • 2 plans

5323 Spring Valley Road Suite 250Dallas, TX 75254
Current Snapshot

Latest Year

2024

2024 Participants

33

2024 Assets

$13,366,383

2024 Contributions

$859,920

Historical Graphs

Total Assets Over Time

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

$13,366,383$6,683,192$0200320142024YearValue
$13,366,383Latest year 2024

Participants Over Time

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

35180200120132024YearValue
33Latest year 2024

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
2024133$13,366,383$859,920$26,058iApproximate average salary by contribution assumption: employee only about $651,455 at 4% or $434,303 at 6%; with 50% employer match about $434,303 at 4% or $289,535 at 6%; with 100% employer match about $325,727 at 4% or $217,152 at 6%.
Daniels & Erickson 401(K) Plan-33$13,366,383$859,920$26,058iApproximate average salary by contribution assumption: employee only about $651,455 at 4% or $434,303 at 6%; with 50% employer match about $434,303 at 4% or $289,535 at 6%; with 100% employer match about $325,727 at 4% or $217,152 at 6%.
2023134$11,431,334$662,753$19,493iApproximate average salary by contribution assumption: employee only about $487,318 at 4% or $324,879 at 6%; with 50% employer match about $324,879 at 4% or $216,586 at 6%; with 100% employer match about $243,659 at 4% or $162,439 at 6%.
Daniels & Erickson 401(K) Plan-34$11,431,334$662,753$19,493iApproximate average salary by contribution assumption: employee only about $487,318 at 4% or $324,879 at 6%; with 50% employer match about $324,879 at 4% or $216,586 at 6%; with 100% employer match about $243,659 at 4% or $162,439 at 6%.
2022134$9,333,756$473,013$13,912iApproximate average salary by contribution assumption: employee only about $347,804 at 4% or $231,869 at 6%; with 50% employer match about $231,869 at 4% or $154,579 at 6%; with 100% employer match about $173,902 at 4% or $115,935 at 6%.
Daniels & Erickson 401(K) Plan-34$9,333,756$473,013$13,912iApproximate average salary by contribution assumption: employee only about $347,804 at 4% or $231,869 at 6%; with 50% employer match about $231,869 at 4% or $154,579 at 6%; with 100% employer match about $173,902 at 4% or $115,935 at 6%.
2021131$11,765,800$686,705$22,152iApproximate average salary by contribution assumption: employee only about $553,794 at 4% or $369,196 at 6%; with 50% employer match about $369,196 at 4% or $246,131 at 6%; with 100% employer match about $276,897 at 4% or $184,598 at 6%.
Daniels & Erickson 401(K) Plan-31$11,765,800$686,705$22,152iApproximate average salary by contribution assumption: employee only about $553,794 at 4% or $369,196 at 6%; with 50% employer match about $369,196 at 4% or $246,131 at 6%; with 100% employer match about $276,897 at 4% or $184,598 at 6%.
2020135$10,417,491$567,172$16,205iApproximate average salary by contribution assumption: employee only about $405,123 at 4% or $270,082 at 6%; with 50% employer match about $270,082 at 4% or $180,055 at 6%; with 100% employer match about $202,561 at 4% or $135,041 at 6%.
Daniels & Erickson 401(K) Plan-35$10,417,491$567,172$16,205iApproximate average salary by contribution assumption: employee only about $405,123 at 4% or $270,082 at 6%; with 50% employer match about $270,082 at 4% or $180,055 at 6%; with 100% employer match about $202,561 at 4% or $135,041 at 6%.
2019131$9,382,579$571,428$18,433iApproximate average salary by contribution assumption: employee only about $460,829 at 4% or $307,219 at 6%; with 50% employer match about $307,219 at 4% or $204,813 at 6%; with 100% employer match about $230,415 at 4% or $153,610 at 6%.
Daniels & Erickson 401(K) Plan-31$9,382,579$571,428$18,433iApproximate average salary by contribution assumption: employee only about $460,829 at 4% or $307,219 at 6%; with 50% employer match about $307,219 at 4% or $204,813 at 6%; with 100% employer match about $230,415 at 4% or $153,610 at 6%.
2018128$7,380,218$483,042$17,252iApproximate average salary by contribution assumption: employee only about $431,288 at 4% or $287,525 at 6%; with 50% employer match about $287,525 at 4% or $191,683 at 6%; with 100% employer match about $215,644 at 4% or $143,763 at 6%.
Daniels & Erickson 401(K) Plan-28$7,380,218$483,042$17,252iApproximate average salary by contribution assumption: employee only about $431,288 at 4% or $287,525 at 6%; with 50% employer match about $287,525 at 4% or $191,683 at 6%; with 100% employer match about $215,644 at 4% or $143,763 at 6%.
2017126$7,453,889$463,698$17,835iApproximate average salary by contribution assumption: employee only about $445,863 at 4% or $297,242 at 6%; with 50% employer match about $297,242 at 4% or $198,162 at 6%; with 100% employer match about $222,932 at 4% or $148,621 at 6%.
Daniels & Erickson 401(K) Plan-26$7,453,889$463,698$17,835iApproximate average salary by contribution assumption: employee only about $445,863 at 4% or $297,242 at 6%; with 50% employer match about $297,242 at 4% or $198,162 at 6%; with 100% employer match about $222,932 at 4% or $148,621 at 6%.
2016123$6,139,670$471,582$20,504iApproximate average salary by contribution assumption: employee only about $512,589 at 4% or $341,726 at 6%; with 50% employer match about $341,726 at 4% or $227,817 at 6%; with 100% employer match about $256,295 at 4% or $170,863 at 6%.
Daniels & Erickson 401(K) Plan-23$6,139,670$471,582$20,504iApproximate average salary by contribution assumption: employee only about $512,589 at 4% or $341,726 at 6%; with 50% employer match about $341,726 at 4% or $227,817 at 6%; with 100% employer match about $256,295 at 4% or $170,863 at 6%.
2015123$5,249,768$433,440$18,845iApproximate average salary by contribution assumption: employee only about $471,130 at 4% or $314,087 at 6%; with 50% employer match about $314,087 at 4% or $209,391 at 6%; with 100% employer match about $235,565 at 4% or $157,043 at 6%.
Daniels & Erickson 401(K) Plan-23$5,249,768$433,440$18,845iApproximate average salary by contribution assumption: employee only about $471,130 at 4% or $314,087 at 6%; with 50% employer match about $314,087 at 4% or $209,391 at 6%; with 100% employer match about $235,565 at 4% or $157,043 at 6%.
2014122$4,925,777$398,884$18,131iApproximate average salary by contribution assumption: employee only about $453,277 at 4% or $302,185 at 6%; with 50% employer match about $302,185 at 4% or $201,457 at 6%; with 100% employer match about $226,639 at 4% or $151,092 at 6%.
Daniels & Erickson 401(K) Plan-22$4,925,777$398,884$18,131iApproximate average salary by contribution assumption: employee only about $453,277 at 4% or $302,185 at 6%; with 50% employer match about $302,185 at 4% or $201,457 at 6%; with 100% employer match about $226,639 at 4% or $151,092 at 6%.
2013122$4,456,152$375,547$17,070iApproximate average salary by contribution assumption: employee only about $426,758 at 4% or $284,505 at 6%; with 50% employer match about $284,505 at 4% or $189,670 at 6%; with 100% employer match about $213,379 at 4% or $142,253 at 6%.
Daniels & Erickson 401(K) Plan-22$4,456,152$375,547$17,070iApproximate average salary by contribution assumption: employee only about $426,758 at 4% or $284,505 at 6%; with 50% employer match about $284,505 at 4% or $189,670 at 6%; with 100% employer match about $213,379 at 4% or $142,253 at 6%.
2012121$3,457,860$438,661$20,889iApproximate average salary by contribution assumption: employee only about $522,215 at 4% or $348,144 at 6%; with 50% employer match about $348,144 at 4% or $232,096 at 6%; with 100% employer match about $261,108 at 4% or $174,072 at 6%.
Daniels & Erickson 401(K) Plan-21$3,457,860$438,661$20,889iApproximate average salary by contribution assumption: employee only about $522,215 at 4% or $348,144 at 6%; with 50% employer match about $348,144 at 4% or $232,096 at 6%; with 100% employer match about $261,108 at 4% or $174,072 at 6%.
2011121$2,677,334$389,394$18,543iApproximate average salary by contribution assumption: employee only about $463,564 at 4% or $309,043 at 6%; with 50% employer match about $309,043 at 4% or $206,029 at 6%; with 100% employer match about $231,782 at 4% or $154,521 at 6%.
Daniels & Erickson 401(K) Plan-21$2,677,334$389,394$18,543iApproximate average salary by contribution assumption: employee only about $463,564 at 4% or $309,043 at 6%; with 50% employer match about $309,043 at 4% or $206,029 at 6%; with 100% employer match about $231,782 at 4% or $154,521 at 6%.
2010121$2,449,595$514,632$24,506iApproximate average salary by contribution assumption: employee only about $612,657 at 4% or $408,438 at 6%; with 50% employer match about $408,438 at 4% or $272,292 at 6%; with 100% employer match about $306,329 at 4% or $204,219 at 6%.
Daniels & Erickson 401(K) Plan-21$2,449,595$514,632$24,506iApproximate average salary by contribution assumption: employee only about $612,657 at 4% or $408,438 at 6%; with 50% employer match about $408,438 at 4% or $272,292 at 6%; with 100% employer match about $306,329 at 4% or $204,219 at 6%.
2009122$1,679,993$352,812$16,037iApproximate average salary by contribution assumption: employee only about $400,923 at 4% or $267,282 at 6%; with 50% employer match about $267,282 at 4% or $178,188 at 6%; with 100% employer match about $200,461 at 4% or $133,641 at 6%.
Daniels & Erickson 401(K) Plan-22$1,679,993$352,812$16,037iApproximate average salary by contribution assumption: employee only about $400,923 at 4% or $267,282 at 6%; with 50% employer match about $267,282 at 4% or $178,188 at 6%; with 100% employer match about $200,461 at 4% or $133,641 at 6%.
2008119$1,046,044$301,673$15,878iApproximate average salary by contribution assumption: employee only about $396,938 at 4% or $264,625 at 6%; with 50% employer match about $264,625 at 4% or $176,417 at 6%; with 100% employer match about $198,469 at 4% or $132,313 at 6%.
Daniels & Erickson 401(K) Plan-19$1,046,044$301,673$15,878iApproximate average salary by contribution assumption: employee only about $396,938 at 4% or $264,625 at 6%; with 50% employer match about $264,625 at 4% or $176,417 at 6%; with 100% employer match about $198,469 at 4% or $132,313 at 6%.
2007118$0$0-
Daniels & Erickson 401(K) Plan-18---
2006115$1,000,382$211,619$14,108iApproximate average salary by contribution assumption: employee only about $352,698 at 4% or $235,132 at 6%; with 50% employer match about $235,132 at 4% or $156,755 at 6%; with 100% employer match about $176,349 at 4% or $117,566 at 6%.
Daniels & Erickson 401(K) Plan-15$1,000,382$211,619$14,108iApproximate average salary by contribution assumption: employee only about $352,698 at 4% or $235,132 at 6%; with 50% employer match about $235,132 at 4% or $156,755 at 6%; with 100% employer match about $176,349 at 4% or $117,566 at 6%.
2005114$690,428$149,739$10,696iApproximate average salary by contribution assumption: employee only about $267,391 at 4% or $178,261 at 6%; with 50% employer match about $178,261 at 4% or $118,840 at 6%; with 100% employer match about $133,696 at 4% or $89,130 at 6%.
Daniels & Erickson 401(K) Plan-14$690,428$149,739$10,696iApproximate average salary by contribution assumption: employee only about $267,391 at 4% or $178,261 at 6%; with 50% employer match about $178,261 at 4% or $118,840 at 6%; with 100% employer match about $133,696 at 4% or $89,130 at 6%.
2004110$589,252$138,219$13,822iApproximate average salary by contribution assumption: employee only about $345,548 at 4% or $230,365 at 6%; with 50% employer match about $230,365 at 4% or $153,577 at 6%; with 100% employer match about $172,774 at 4% or $115,183 at 6%.
Daniels & Erickson 401(K) Plan-10$589,252$138,219$13,822iApproximate average salary by contribution assumption: employee only about $345,548 at 4% or $230,365 at 6%; with 50% employer match about $230,365 at 4% or $153,577 at 6%; with 100% employer match about $172,774 at 4% or $115,183 at 6%.
2003111$400,272$125,428$11,403iApproximate average salary by contribution assumption: employee only about $285,064 at 4% or $190,042 at 6%; with 50% employer match about $190,042 at 4% or $126,695 at 6%; with 100% employer match about $142,532 at 4% or $95,021 at 6%.
Daniels & Erickson 401(K) Plan-11$400,272$125,428$11,403iApproximate average salary by contribution assumption: employee only about $285,064 at 4% or $190,042 at 6%; with 50% employer match about $190,042 at 4% or $126,695 at 6%; with 100% employer match about $142,532 at 4% or $95,021 at 6%.
200219$0$0-
Daniels & Erickson 401(K) Plan-9---
200116$0$0-
Daniels & Erickson 401(K) Plan-6---