Civic Intelligence

Rbc Daniels L.P.

Plan context: Daniels & Associates, L.P. 401K Plan

EIN 84-1139138 • 8 filings • 4 plans

Current Snapshot

Latest Year

2007

2007 Participants

45

2007 Assets

$13,557,494

2007 Contributions

$359,443

Historical Graphs

Total Assets Over Time

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

$13,557,494$6,778,747$0200220042006YearValue
$13,557,494Latest year 2006

Participants Over Time

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

103520200120042006YearValue
45Latest year 2006

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
200710$0$359,443-
Daniels & Associates, L.P. 401K Plan-0-$359,443-
2006145$13,557,494$782,012$17,378iApproximate average salary by contribution assumption: employee only about $434,451 at 4% or $289,634 at 6%; with 50% employer match about $289,634 at 4% or $193,089 at 6%; with 100% employer match about $217,226 at 4% or $144,817 at 6%.
Daniels & Associates, L.P. 401K Plan-45$13,557,494$782,012$17,378iApproximate average salary by contribution assumption: employee only about $434,451 at 4% or $289,634 at 6%; with 50% employer match about $289,634 at 4% or $193,089 at 6%; with 100% employer match about $217,226 at 4% or $144,817 at 6%.
2005146$11,790,461$620,223$13,483iApproximate average salary by contribution assumption: employee only about $337,078 at 4% or $224,718 at 6%; with 50% employer match about $224,718 at 4% or $149,812 at 6%; with 100% employer match about $168,539 at 4% or $112,359 at 6%.
Daniels & Associates, L.P. 401K Plan-46$11,790,461$620,223$13,483iApproximate average salary by contribution assumption: employee only about $337,078 at 4% or $224,718 at 6%; with 50% employer match about $224,718 at 4% or $149,812 at 6%; with 100% employer match about $168,539 at 4% or $112,359 at 6%.
2004145$11,100,288$389,924$8,665iApproximate average salary by contribution assumption: employee only about $216,624 at 4% or $144,416 at 6%; with 50% employer match about $144,416 at 4% or $96,278 at 6%; with 100% employer match about $108,312 at 4% or $72,208 at 6%.
Daniels & Associates, L.P. 401K Plan-45$11,100,288$389,924$8,665iApproximate average salary by contribution assumption: employee only about $216,624 at 4% or $144,416 at 6%; with 50% employer match about $144,416 at 4% or $96,278 at 6%; with 100% employer match about $108,312 at 4% or $72,208 at 6%.
2003146$10,007,634$322,821$7,018iApproximate average salary by contribution assumption: employee only about $175,446 at 4% or $116,964 at 6%; with 50% employer match about $116,964 at 4% or $77,976 at 6%; with 100% employer match about $87,723 at 4% or $58,482 at 6%.
Daniels & Associates, L.P. 401K Plan-46$10,007,634$322,821$7,018iApproximate average salary by contribution assumption: employee only about $175,446 at 4% or $116,964 at 6%; with 50% employer match about $116,964 at 4% or $77,976 at 6%; with 100% employer match about $87,723 at 4% or $58,482 at 6%.
2002278$8,319,115$671,557$8,610iApproximate average salary by contribution assumption: employee only about $215,243 at 4% or $143,495 at 6%; with 50% employer match about $143,495 at 4% or $95,663 at 6%; with 100% employer match about $107,621 at 4% or $71,748 at 6%.
Daniels & Associates, L.P. 401K Plan-54$8,319,115$671,557$12,436iApproximate average salary by contribution assumption: employee only about $310,906 at 4% or $207,271 at 6%; with 50% employer match about $207,271 at 4% or $138,180 at 6%; with 100% employer match about $155,453 at 4% or $103,635 at 6%.
DANIELS & ASSOCIATES GROUP LIFE PERSONAL ACCIDENT & MEDICAL PLANS-78---
20011103$0$0-
DANIELS & ASSOCIATES GROUP LIFE, PERSONAL ACCIDENT & MEDICAL PLANS-103---