Civic Intelligence

Doublediamond Financial Services

Plan context: Doublediamond Financial Services 401(K) Profit Sharing Plan

EIN 84-3047643 • Basalt, CO • 6 filings • 2 plans

310 Market StreetSuite 120Basalt, CO 81621
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,526,094

2025 Contributions

$86,746

Historical Graphs

Total Assets Over Time

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

$1,526,094$763,047$0202020232025YearValue
$1,526,094Latest year 2025

Participants Over Time

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

320202020232025YearValue
2Latest year 2025

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
202512$1,526,094$86,746$43,373iApproximate average salary by contribution assumption: employee only about $1,084,325 at 4% or $722,883 at 6%; with 50% employer match about $722,883 at 4% or $481,922 at 6%; with 100% employer match about $542,163 at 4% or $361,442 at 6%.
Doublediamond Financial Services 401(K) Profit Sharing Plan-2$1,526,094$86,746$43,373iApproximate average salary by contribution assumption: employee only about $1,084,325 at 4% or $722,883 at 6%; with 50% employer match about $722,883 at 4% or $481,922 at 6%; with 100% employer match about $542,163 at 4% or $361,442 at 6%.
202412$1,209,733$85,028$42,514iApproximate average salary by contribution assumption: employee only about $1,062,850 at 4% or $708,567 at 6%; with 50% employer match about $708,567 at 4% or $472,378 at 6%; with 100% employer match about $531,425 at 4% or $354,283 at 6%.
Doublediamond Financial Services 401(K) Profit Sharing Plan-2$1,209,733$85,028$42,514iApproximate average salary by contribution assumption: employee only about $1,062,850 at 4% or $708,567 at 6%; with 50% employer match about $708,567 at 4% or $472,378 at 6%; with 100% employer match about $531,425 at 4% or $354,283 at 6%.
202312$945,100$79,806$39,903iApproximate average salary by contribution assumption: employee only about $997,575 at 4% or $665,050 at 6%; with 50% employer match about $665,050 at 4% or $443,367 at 6%; with 100% employer match about $498,788 at 4% or $332,525 at 6%.
Doublediamond Financial Services 401(K) Profit Sharing Plan-2$945,100$79,806$39,903iApproximate average salary by contribution assumption: employee only about $997,575 at 4% or $665,050 at 6%; with 50% employer match about $665,050 at 4% or $443,367 at 6%; with 100% employer match about $498,788 at 4% or $332,525 at 6%.
202213$701,817$72,065$24,022iApproximate average salary by contribution assumption: employee only about $600,542 at 4% or $400,361 at 6%; with 50% employer match about $400,361 at 4% or $266,907 at 6%; with 100% employer match about $300,271 at 4% or $200,181 at 6%.
Doublediamond Financial Services 401(K) Profit Sharing Plan-3$701,817$72,065$24,022iApproximate average salary by contribution assumption: employee only about $600,542 at 4% or $400,361 at 6%; with 50% employer match about $400,361 at 4% or $266,907 at 6%; with 100% employer match about $300,271 at 4% or $200,181 at 6%.
202112$774,477$58,544$29,272iApproximate average salary by contribution assumption: employee only about $731,800 at 4% or $487,867 at 6%; with 50% employer match about $487,867 at 4% or $325,244 at 6%; with 100% employer match about $365,900 at 4% or $243,933 at 6%.
Doublediamond Financial Services 401(K) Profit Sharing Plan-2$774,477$58,544$29,272iApproximate average salary by contribution assumption: employee only about $731,800 at 4% or $487,867 at 6%; with 50% employer match about $487,867 at 4% or $325,244 at 6%; with 100% employer match about $365,900 at 4% or $243,933 at 6%.
202012$589,913$524,651$262,326iApproximate average salary by contribution assumption: employee only about $6,558,138 at 4% or $4,372,092 at 6%; with 50% employer match about $4,372,092 at 4% or $2,914,728 at 6%; with 100% employer match about $3,279,069 at 4% or $2,186,046 at 6%.
Doublediamond Financial Services 401(K) Profit Sharing Plan-2$589,913$524,651$262,326iApproximate average salary by contribution assumption: employee only about $6,558,138 at 4% or $4,372,092 at 6%; with 50% employer match about $4,372,092 at 4% or $2,914,728 at 6%; with 100% employer match about $3,279,069 at 4% or $2,186,046 at 6%.