DANIELS FUND
Plan context: DANIELS FUND 401(K) PLAN
EIN 84-1393308 • Denver, CO • 24 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
46
2024 Assets
$9,100,960
2024 Contributions
$888,694
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 | 46 | $9,100,960 | $888,694 | $19,319iApproximate average salary by contribution assumption: employee only about $482,986 at 4% or $321,991 at 6%; with 50% employer match about $321,991 at 4% or $214,660 at 6%; with 100% employer match about $241,493 at 4% or $160,995 at 6%. |
| DANIELS FUND 401(K) PLAN | - | 46 | $9,100,960 | $888,694 | $19,319iApproximate average salary by contribution assumption: employee only about $482,986 at 4% or $321,991 at 6%; with 50% employer match about $321,991 at 4% or $214,660 at 6%; with 100% employer match about $241,493 at 4% or $160,995 at 6%. |
| 2023 | 1 | 46 | $7,664,163 | $810,491 | $17,619iApproximate average salary by contribution assumption: employee only about $440,484 at 4% or $293,656 at 6%; with 50% employer match about $293,656 at 4% or $195,771 at 6%; with 100% employer match about $220,242 at 4% or $146,828 at 6%. |
| DANIELS FUND 401(K) PLAN | - | 46 | $7,664,163 | $810,491 | $17,619iApproximate average salary by contribution assumption: employee only about $440,484 at 4% or $293,656 at 6%; with 50% employer match about $293,656 at 4% or $195,771 at 6%; with 100% employer match about $220,242 at 4% or $146,828 at 6%. |
| 2022 | 1 | 46 | $7,819,370 | $808,688 | $17,580iApproximate average salary by contribution assumption: employee only about $439,504 at 4% or $293,003 at 6%; with 50% employer match about $293,003 at 4% or $195,335 at 6%; with 100% employer match about $219,752 at 4% or $146,501 at 6%. |
| DANIELS FUND 401(K) PLAN | - | 46 | $7,819,370 | $808,688 | $17,580iApproximate average salary by contribution assumption: employee only about $439,504 at 4% or $293,003 at 6%; with 50% employer match about $293,003 at 4% or $195,335 at 6%; with 100% employer match about $219,752 at 4% or $146,501 at 6%. |
| 2021 | 1 | 46 | $14,168,369 | $837,415 | $18,205iApproximate average salary by contribution assumption: employee only about $455,117 at 4% or $303,411 at 6%; with 50% employer match about $303,411 at 4% or $202,274 at 6%; with 100% employer match about $227,558 at 4% or $151,706 at 6%. |
| DANIELS FUND 401(K) PLAN | - | 46 | $14,168,369 | $837,415 | $18,205iApproximate average salary by contribution assumption: employee only about $455,117 at 4% or $303,411 at 6%; with 50% employer match about $303,411 at 4% or $202,274 at 6%; with 100% employer match about $227,558 at 4% or $151,706 at 6%. |
| 2020 | 1 | 49 | $13,718,430 | $953,299 | $19,455iApproximate average salary by contribution assumption: employee only about $486,377 at 4% or $324,251 at 6%; with 50% employer match about $324,251 at 4% or $216,168 at 6%; with 100% employer match about $243,189 at 4% or $162,126 at 6%. |
| DANIELS FUND 401(K) PLAN | - | 49 | $13,718,430 | $953,299 | $19,455iApproximate average salary by contribution assumption: employee only about $486,377 at 4% or $324,251 at 6%; with 50% employer match about $324,251 at 4% or $216,168 at 6%; with 100% employer match about $243,189 at 4% or $162,126 at 6%. |
| 2019 | 1 | 52 | $14,023,078 | $861,113 | $16,560iApproximate average salary by contribution assumption: employee only about $413,997 at 4% or $275,998 at 6%; with 50% employer match about $275,998 at 4% or $183,999 at 6%; with 100% employer match about $206,998 at 4% or $137,999 at 6%. |
| DANIELS FUND 401(K) PLAN | - | 52 | $14,023,078 | $861,113 | $16,560iApproximate average salary by contribution assumption: employee only about $413,997 at 4% or $275,998 at 6%; with 50% employer match about $275,998 at 4% or $183,999 at 6%; with 100% employer match about $206,998 at 4% or $137,999 at 6%. |
| 2018 | 1 | 49 | $10,642,272 | $1,314,159 | $26,820iApproximate average salary by contribution assumption: employee only about $670,489 at 4% or $446,993 at 6%; with 50% employer match about $446,993 at 4% or $297,995 at 6%; with 100% employer match about $335,245 at 4% or $223,496 at 6%. |
| DANIELS FUND 401(K) PLAN | - | 49 | $10,642,272 | $1,314,159 | $26,820iApproximate average salary by contribution assumption: employee only about $670,489 at 4% or $446,993 at 6%; with 50% employer match about $446,993 at 4% or $297,995 at 6%; with 100% employer match about $335,245 at 4% or $223,496 at 6%. |
| 2017 | 1 | 50 | $10,190,039 | $787,908 | $15,758iApproximate average salary by contribution assumption: employee only about $393,954 at 4% or $262,636 at 6%; with 50% employer match about $262,636 at 4% or $175,091 at 6%; with 100% employer match about $196,977 at 4% or $131,318 at 6%. |
| DANIELS FUND 401(K) PLAN | - | 50 | $10,190,039 | $787,908 | $15,758iApproximate average salary by contribution assumption: employee only about $393,954 at 4% or $262,636 at 6%; with 50% employer match about $262,636 at 4% or $175,091 at 6%; with 100% employer match about $196,977 at 4% or $131,318 at 6%. |
| 2016 | 1 | 50 | $8,468,785 | $954,803 | $19,096iApproximate average salary by contribution assumption: employee only about $477,402 at 4% or $318,268 at 6%; with 50% employer match about $318,268 at 4% or $212,178 at 6%; with 100% employer match about $238,701 at 4% or $159,134 at 6%. |
| DANIELS FUND 401(K) PLAN | - | 50 | $8,468,785 | $954,803 | $19,096iApproximate average salary by contribution assumption: employee only about $477,402 at 4% or $318,268 at 6%; with 50% employer match about $318,268 at 4% or $212,178 at 6%; with 100% employer match about $238,701 at 4% or $159,134 at 6%. |
| 2015 | 1 | 49 | $7,353,929 | $609,897 | $12,447iApproximate average salary by contribution assumption: employee only about $311,172 at 4% or $207,448 at 6%; with 50% employer match about $207,448 at 4% or $138,299 at 6%; with 100% employer match about $155,586 at 4% or $103,724 at 6%. |
| DANIELS FUND 401(K) PLAN | - | 49 | $7,353,929 | $609,897 | $12,447iApproximate average salary by contribution assumption: employee only about $311,172 at 4% or $207,448 at 6%; with 50% employer match about $207,448 at 4% or $138,299 at 6%; with 100% employer match about $155,586 at 4% or $103,724 at 6%. |
| 2014 | 1 | 48 | $7,000,169 | $755,549 | $15,741iApproximate average salary by contribution assumption: employee only about $393,515 at 4% or $262,343 at 6%; with 50% employer match about $262,343 at 4% or $174,896 at 6%; with 100% employer match about $196,758 at 4% or $131,172 at 6%. |
| DANIELS FUND 401(K) PLAN | - | 48 | $7,000,169 | $755,549 | $15,741iApproximate average salary by contribution assumption: employee only about $393,515 at 4% or $262,343 at 6%; with 50% employer match about $262,343 at 4% or $174,896 at 6%; with 100% employer match about $196,758 at 4% or $131,172 at 6%. |
| 2013 | 1 | 47 | $6,424,168 | $524,527 | $11,160iApproximate average salary by contribution assumption: employee only about $279,004 at 4% or $186,002 at 6%; with 50% employer match about $186,002 at 4% or $124,002 at 6%; with 100% employer match about $139,502 at 4% or $93,001 at 6%. |
| DANIELS FUND 401(K) PLAN | - | 47 | $6,424,168 | $524,527 | $11,160iApproximate average salary by contribution assumption: employee only about $279,004 at 4% or $186,002 at 6%; with 50% employer match about $186,002 at 4% or $124,002 at 6%; with 100% employer match about $139,502 at 4% or $93,001 at 6%. |
| 2012 | 1 | 49 | $5,197,465 | $551,624 | $11,258iApproximate average salary by contribution assumption: employee only about $281,441 at 4% or $187,627 at 6%; with 50% employer match about $187,627 at 4% or $125,085 at 6%; with 100% employer match about $140,720 at 4% or $93,814 at 6%. |
| DANIELS FUND 401(K) PLAN | - | 49 | $5,197,465 | $551,624 | $11,258iApproximate average salary by contribution assumption: employee only about $281,441 at 4% or $187,627 at 6%; with 50% employer match about $187,627 at 4% or $125,085 at 6%; with 100% employer match about $140,720 at 4% or $93,814 at 6%. |
| 2011 | 1 | 37 | $4,723,824 | $529,499 | $14,311iApproximate average salary by contribution assumption: employee only about $357,770 at 4% or $238,513 at 6%; with 50% employer match about $238,513 at 4% or $159,009 at 6%; with 100% employer match about $178,885 at 4% or $119,257 at 6%. |
| DANIELS FUND 401(K) PLAN | - | 37 | $4,723,824 | $529,499 | $14,311iApproximate average salary by contribution assumption: employee only about $357,770 at 4% or $238,513 at 6%; with 50% employer match about $238,513 at 4% or $159,009 at 6%; with 100% employer match about $178,885 at 4% or $119,257 at 6%. |
| 2010 | 1 | 48 | $4,900,890 | $474,691 | $9,889iApproximate average salary by contribution assumption: employee only about $247,235 at 4% or $164,823 at 6%; with 50% employer match about $164,823 at 4% or $109,882 at 6%; with 100% employer match about $123,617 at 4% or $82,412 at 6%. |
| DANIELS FUND 401(K) PLAN | - | 48 | $4,900,890 | $474,691 | $9,889iApproximate average salary by contribution assumption: employee only about $247,235 at 4% or $164,823 at 6%; with 50% employer match about $164,823 at 4% or $109,882 at 6%; with 100% employer match about $123,617 at 4% or $82,412 at 6%. |
| 2009 | 1 | 39 | $4,118,859 | $518,372 | $13,292iApproximate average salary by contribution assumption: employee only about $332,290 at 4% or $221,526 at 6%; with 50% employer match about $221,526 at 4% or $147,684 at 6%; with 100% employer match about $166,145 at 4% or $110,763 at 6%. |
| DANIELS FUND 401(K) PLAN | - | 39 | $4,118,859 | $518,372 | $13,292iApproximate average salary by contribution assumption: employee only about $332,290 at 4% or $221,526 at 6%; with 50% employer match about $221,526 at 4% or $147,684 at 6%; with 100% employer match about $166,145 at 4% or $110,763 at 6%. |
| 2008 | 1 | 36 | $2,901,596 | $639,258 | $17,757iApproximate average salary by contribution assumption: employee only about $443,929 at 4% or $295,953 at 6%; with 50% employer match about $295,953 at 4% or $197,302 at 6%; with 100% employer match about $221,965 at 4% or $147,976 at 6%. |
| DANIELS FUND 401K PLAN | - | 36 | $2,901,596 | $639,258 | $17,757iApproximate average salary by contribution assumption: employee only about $443,929 at 4% or $295,953 at 6%; with 50% employer match about $295,953 at 4% or $197,302 at 6%; with 100% employer match about $221,965 at 4% or $147,976 at 6%. |
| 2007 | 1 | 38 | $3,571,501 | $548,199 | $14,426iApproximate average salary by contribution assumption: employee only about $360,657 at 4% or $240,438 at 6%; with 50% employer match about $240,438 at 4% or $160,292 at 6%; with 100% employer match about $180,329 at 4% or $120,219 at 6%. |
| DANIELS FUND 401K PLAN | - | 38 | $3,571,501 | $548,199 | $14,426iApproximate average salary by contribution assumption: employee only about $360,657 at 4% or $240,438 at 6%; with 50% employer match about $240,438 at 4% or $160,292 at 6%; with 100% employer match about $180,329 at 4% or $120,219 at 6%. |
| 2006 | 1 | 39 | $3,223,145 | $529,068 | $13,566iApproximate average salary by contribution assumption: employee only about $339,146 at 4% or $226,097 at 6%; with 50% employer match about $226,097 at 4% or $150,732 at 6%; with 100% employer match about $169,573 at 4% or $113,049 at 6%. |
| DANIELS FUND 401K PLAN | - | 39 | $3,223,145 | $529,068 | $13,566iApproximate average salary by contribution assumption: employee only about $339,146 at 4% or $226,097 at 6%; with 50% employer match about $226,097 at 4% or $150,732 at 6%; with 100% employer match about $169,573 at 4% or $113,049 at 6%. |
| 2005 | 1 | 42 | $2,496,995 | $540,315 | $12,865iApproximate average salary by contribution assumption: employee only about $321,616 at 4% or $214,411 at 6%; with 50% employer match about $214,411 at 4% or $142,940 at 6%; with 100% employer match about $160,808 at 4% or $107,205 at 6%. |
| DANIELS FUND 401K PLAN | - | 42 | $2,496,995 | $540,315 | $12,865iApproximate average salary by contribution assumption: employee only about $321,616 at 4% or $214,411 at 6%; with 50% employer match about $214,411 at 4% or $142,940 at 6%; with 100% employer match about $160,808 at 4% or $107,205 at 6%. |
| 2004 | 1 | 42 | $1,955,818 | $463,072 | $11,026iApproximate average salary by contribution assumption: employee only about $275,638 at 4% or $183,759 at 6%; with 50% employer match about $183,759 at 4% or $122,506 at 6%; with 100% employer match about $137,819 at 4% or $91,879 at 6%. |
| DANIELS FUND 401K PLAN | - | 42 | $1,955,818 | $463,072 | $11,026iApproximate average salary by contribution assumption: employee only about $275,638 at 4% or $183,759 at 6%; with 50% employer match about $183,759 at 4% or $122,506 at 6%; with 100% employer match about $137,819 at 4% or $91,879 at 6%. |
| 2003 | 1 | 61 | $1,590,200 | $590,981 | $9,688iApproximate average salary by contribution assumption: employee only about $242,205 at 4% or $161,470 at 6%; with 50% employer match about $161,470 at 4% or $107,647 at 6%; with 100% employer match about $121,103 at 4% or $80,735 at 6%. |
| DANIELS FUND 401K PLAN | - | 61 | $1,590,200 | $590,981 | $9,688iApproximate average salary by contribution assumption: employee only about $242,205 at 4% or $161,470 at 6%; with 50% employer match about $161,470 at 4% or $107,647 at 6%; with 100% employer match about $121,103 at 4% or $80,735 at 6%. |
| 2002 | 1 | 63 | $814,042 | $581,132 | $9,224iApproximate average salary by contribution assumption: employee only about $230,608 at 4% or $153,739 at 6%; with 50% employer match about $153,739 at 4% or $102,492 at 6%; with 100% employer match about $115,304 at 4% or $76,869 at 6%. |
| DANIELS FUND 401K PLAN | - | 63 | $814,042 | $581,132 | $9,224iApproximate average salary by contribution assumption: employee only about $230,608 at 4% or $153,739 at 6%; with 50% employer match about $153,739 at 4% or $102,492 at 6%; with 100% employer match about $115,304 at 4% or $76,869 at 6%. |
| 2001 | 1 | 42 | $0 | $0 | - |
| DANIELS FUND 401K PLAN | - | 42 | - | - | - |