Daggert Financial PC.
Plan context: Daggert Financial PC. 401(K) Plan
EIN 82-1781949 • Walnut Grove, CA • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$361,228
2025 Contributions
$49,402
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $361,228 | $49,402 | $8,234iApproximate average salary by contribution assumption: employee only about $205,842 at 4% or $137,228 at 6%; with 50% employer match about $137,228 at 4% or $91,485 at 6%; with 100% employer match about $102,921 at 4% or $68,614 at 6%. |
| Daggert Financial PC. 401(K) Plan | - | 6 | $361,228 | $49,402 | $8,234iApproximate average salary by contribution assumption: employee only about $205,842 at 4% or $137,228 at 6%; with 50% employer match about $137,228 at 4% or $91,485 at 6%; with 100% employer match about $102,921 at 4% or $68,614 at 6%. |
| 2024 | 1 | 6 | $269,078 | $58,945 | $9,824iApproximate average salary by contribution assumption: employee only about $245,604 at 4% or $163,736 at 6%; with 50% employer match about $163,736 at 4% or $109,157 at 6%; with 100% employer match about $122,802 at 4% or $81,868 at 6%. |
| Daggert Financial PC. 401(K) Plan | - | 6 | $269,078 | $58,945 | $9,824iApproximate average salary by contribution assumption: employee only about $245,604 at 4% or $163,736 at 6%; with 50% employer match about $163,736 at 4% or $109,157 at 6%; with 100% employer match about $122,802 at 4% or $81,868 at 6%. |
| 2023 | 1 | 7 | $302,184 | $58,451 | $8,350iApproximate average salary by contribution assumption: employee only about $208,754 at 4% or $139,169 at 6%; with 50% employer match about $139,169 at 4% or $92,779 at 6%; with 100% employer match about $104,377 at 4% or $69,585 at 6%. |
| Daggert Financial PC. 401(K) Plan | - | 7 | $302,184 | $58,451 | $8,350iApproximate average salary by contribution assumption: employee only about $208,754 at 4% or $139,169 at 6%; with 50% employer match about $139,169 at 4% or $92,779 at 6%; with 100% employer match about $104,377 at 4% or $69,585 at 6%. |
| 2022 | 1 | 6 | $203,926 | $187,106 | $31,184iApproximate average salary by contribution assumption: employee only about $779,608 at 4% or $519,739 at 6%; with 50% employer match about $519,739 at 4% or $346,493 at 6%; with 100% employer match about $389,804 at 4% or $259,869 at 6%. |
| Daggert Financial PC. 401(K) Plan | - | 6 | $203,926 | $187,106 | $31,184iApproximate average salary by contribution assumption: employee only about $779,608 at 4% or $519,739 at 6%; with 50% employer match about $519,739 at 4% or $346,493 at 6%; with 100% employer match about $389,804 at 4% or $259,869 at 6%. |
| 2021 | 1 | 8 | $49,385 | $47,994 | $5,999iApproximate average salary by contribution assumption: employee only about $149,981 at 4% or $99,988 at 6%; with 50% employer match about $99,988 at 4% or $66,658 at 6%; with 100% employer match about $74,991 at 4% or $49,994 at 6%. |
| Daggert Financial PC. 401(K) Plan | - | 8 | $49,385 | $47,994 | $5,999iApproximate average salary by contribution assumption: employee only about $149,981 at 4% or $99,988 at 6%; with 50% employer match about $99,988 at 4% or $66,658 at 6%; with 100% employer match about $74,991 at 4% or $49,994 at 6%. |
| 2020 | 1 | 0 | $0 | $0 | - |
| Daggert Financial PC. 401(K) Plan | - | 0 | $0 | - | - |