Civic Intelligence

Duffield Adamson & Helenbolt PC.

Plan context: Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan

EIN 86-0282538 • Tucson, AZ • 26 filings • 5 plans

3430 East Sunrise DriveSuite 200Tucson, AZ 85718-3236
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$4,400,685

2024 Contributions

$116,912

Historical Graphs

Total Assets Over Time

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

$7,584,556$3,792,278$0199920142024YearValue
$4,400,685Latest year 2024

Participants Over Time

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

35180199920122024YearValue
26Latest 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
2024126$4,400,685$116,912$4,497iApproximate average salary by contribution assumption: employee only about $112,415 at 4% or $74,944 at 6%; with 50% employer match about $74,944 at 4% or $49,962 at 6%; with 100% employer match about $56,208 at 4% or $37,472 at 6%.
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-26$4,400,685$116,912$4,497iApproximate average salary by contribution assumption: employee only about $112,415 at 4% or $74,944 at 6%; with 50% employer match about $74,944 at 4% or $49,962 at 6%; with 100% employer match about $56,208 at 4% or $37,472 at 6%.
2023123$3,720,548$124,684$5,421iApproximate average salary by contribution assumption: employee only about $135,526 at 4% or $90,351 at 6%; with 50% employer match about $90,351 at 4% or $60,234 at 6%; with 100% employer match about $67,763 at 4% or $45,175 at 6%.
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-23$3,720,548$124,684$5,421iApproximate average salary by contribution assumption: employee only about $135,526 at 4% or $90,351 at 6%; with 50% employer match about $90,351 at 4% or $60,234 at 6%; with 100% employer match about $67,763 at 4% or $45,175 at 6%.
2022121$3,042,315$140,025$6,668iApproximate average salary by contribution assumption: employee only about $166,696 at 4% or $111,131 at 6%; with 50% employer match about $111,131 at 4% or $74,087 at 6%; with 100% employer match about $83,348 at 4% or $55,565 at 6%.
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-21$3,042,315$140,025$6,668iApproximate average salary by contribution assumption: employee only about $166,696 at 4% or $111,131 at 6%; with 50% employer match about $111,131 at 4% or $74,087 at 6%; with 100% employer match about $83,348 at 4% or $55,565 at 6%.
2021121$4,043,568$82,806$3,943iApproximate average salary by contribution assumption: employee only about $98,579 at 4% or $65,719 at 6%; with 50% employer match about $65,719 at 4% or $43,813 at 6%; with 100% employer match about $49,289 at 4% or $32,860 at 6%.
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-21$4,043,568$82,806$3,943iApproximate average salary by contribution assumption: employee only about $98,579 at 4% or $65,719 at 6%; with 50% employer match about $65,719 at 4% or $43,813 at 6%; with 100% employer match about $49,289 at 4% or $32,860 at 6%.
2020121$3,527,199$145,360$6,922iApproximate average salary by contribution assumption: employee only about $173,048 at 4% or $115,365 at 6%; with 50% employer match about $115,365 at 4% or $76,910 at 6%; with 100% employer match about $86,524 at 4% or $57,683 at 6%.
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-21$3,527,199$145,360$6,922iApproximate average salary by contribution assumption: employee only about $173,048 at 4% or $115,365 at 6%; with 50% employer match about $115,365 at 4% or $76,910 at 6%; with 100% employer match about $86,524 at 4% or $57,683 at 6%.
2019120$2,996,395$137,714$6,886iApproximate average salary by contribution assumption: employee only about $172,143 at 4% or $114,762 at 6%; with 50% employer match about $114,762 at 4% or $76,508 at 6%; with 100% employer match about $86,071 at 4% or $57,381 at 6%.
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-20$2,996,395$137,714$6,886iApproximate average salary by contribution assumption: employee only about $172,143 at 4% or $114,762 at 6%; with 50% employer match about $114,762 at 4% or $76,508 at 6%; with 100% employer match about $86,071 at 4% or $57,381 at 6%.
2018121$2,336,813$134,020$6,382iApproximate average salary by contribution assumption: employee only about $159,548 at 4% or $106,365 at 6%; with 50% employer match about $106,365 at 4% or $70,910 at 6%; with 100% employer match about $79,774 at 4% or $53,183 at 6%.
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-21$2,336,813$134,020$6,382iApproximate average salary by contribution assumption: employee only about $159,548 at 4% or $106,365 at 6%; with 50% employer match about $106,365 at 4% or $70,910 at 6%; with 100% employer match about $79,774 at 4% or $53,183 at 6%.
2017121$2,409,089$136,603$6,505iApproximate average salary by contribution assumption: employee only about $162,623 at 4% or $108,415 at 6%; with 50% employer match about $108,415 at 4% or $72,277 at 6%; with 100% employer match about $81,311 at 4% or $54,208 at 6%.
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-21$2,409,089$136,603$6,505iApproximate average salary by contribution assumption: employee only about $162,623 at 4% or $108,415 at 6%; with 50% employer match about $108,415 at 4% or $72,277 at 6%; with 100% employer match about $81,311 at 4% or $54,208 at 6%.
2016121$2,132,910$136,919$6,520iApproximate average salary by contribution assumption: employee only about $162,999 at 4% or $108,666 at 6%; with 50% employer match about $108,666 at 4% or $72,444 at 6%; with 100% employer match about $81,499 at 4% or $54,333 at 6%.
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-21$2,132,910$136,919$6,520iApproximate average salary by contribution assumption: employee only about $162,999 at 4% or $108,666 at 6%; with 50% employer match about $108,666 at 4% or $72,444 at 6%; with 100% employer match about $81,499 at 4% or $54,333 at 6%.
2015124$1,871,843$120,953$5,040iApproximate average salary by contribution assumption: employee only about $125,993 at 4% or $83,995 at 6%; with 50% employer match about $83,995 at 4% or $55,997 at 6%; with 100% employer match about $62,996 at 4% or $41,998 at 6%.
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-24$1,871,843$120,953$5,040iApproximate average salary by contribution assumption: employee only about $125,993 at 4% or $83,995 at 6%; with 50% employer match about $83,995 at 4% or $55,997 at 6%; with 100% employer match about $62,996 at 4% or $41,998 at 6%.
2014124$1,805,449$129,768$5,407iApproximate average salary by contribution assumption: employee only about $135,175 at 4% or $90,117 at 6%; with 50% employer match about $90,117 at 4% or $60,078 at 6%; with 100% employer match about $67,588 at 4% or $45,058 at 6%.
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-24$1,805,449$129,768$5,407iApproximate average salary by contribution assumption: employee only about $135,175 at 4% or $90,117 at 6%; with 50% employer match about $90,117 at 4% or $60,078 at 6%; with 100% employer match about $67,588 at 4% or $45,058 at 6%.
2013123$1,748,110$125,972$5,477iApproximate average salary by contribution assumption: employee only about $136,926 at 4% or $91,284 at 6%; with 50% employer match about $91,284 at 4% or $60,856 at 6%; with 100% employer match about $68,463 at 4% or $45,642 at 6%.
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-23$1,748,110$125,972$5,477iApproximate average salary by contribution assumption: employee only about $136,926 at 4% or $91,284 at 6%; with 50% employer match about $91,284 at 4% or $60,856 at 6%; with 100% employer match about $68,463 at 4% or $45,642 at 6%.
2012121$1,494,119$175,021$8,334iApproximate average salary by contribution assumption: employee only about $208,358 at 4% or $138,906 at 6%; with 50% employer match about $138,906 at 4% or $92,604 at 6%; with 100% employer match about $104,179 at 4% or $69,453 at 6%.
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-21$1,494,119$175,021$8,334iApproximate average salary by contribution assumption: employee only about $208,358 at 4% or $138,906 at 6%; with 50% employer match about $138,906 at 4% or $92,604 at 6%; with 100% employer match about $104,179 at 4% or $69,453 at 6%.
2011118$1,508,015$120,212$6,678iApproximate average salary by contribution assumption: employee only about $166,961 at 4% or $111,307 at 6%; with 50% employer match about $111,307 at 4% or $74,205 at 6%; with 100% employer match about $83,481 at 4% or $55,654 at 6%.
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-18$1,508,015$120,212$6,678iApproximate average salary by contribution assumption: employee only about $166,961 at 4% or $111,307 at 6%; with 50% employer match about $111,307 at 4% or $74,205 at 6%; with 100% employer match about $83,481 at 4% or $55,654 at 6%.
2010122$1,925,484$136,846$6,220iApproximate average salary by contribution assumption: employee only about $155,507 at 4% or $103,671 at 6%; with 50% employer match about $103,671 at 4% or $69,114 at 6%; with 100% employer match about $77,753 at 4% or $51,836 at 6%.
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-22$1,925,484$136,846$6,220iApproximate average salary by contribution assumption: employee only about $155,507 at 4% or $103,671 at 6%; with 50% employer match about $103,671 at 4% or $69,114 at 6%; with 100% employer match about $77,753 at 4% or $51,836 at 6%.
2009122$2,078,217$165,463$7,521iApproximate average salary by contribution assumption: employee only about $188,026 at 4% or $125,351 at 6%; with 50% employer match about $125,351 at 4% or $83,567 at 6%; with 100% employer match about $94,013 at 4% or $62,675 at 6%.
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-22$2,078,217$165,463$7,521iApproximate average salary by contribution assumption: employee only about $188,026 at 4% or $125,351 at 6%; with 50% employer match about $125,351 at 4% or $83,567 at 6%; with 100% employer match about $94,013 at 4% or $62,675 at 6%.
2008129$3,193,398$128,365$4,426iApproximate average salary by contribution assumption: employee only about $110,659 at 4% or $73,773 at 6%; with 50% employer match about $73,773 at 4% or $49,182 at 6%; with 100% employer match about $55,330 at 4% or $36,886 at 6%.
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-29$3,193,398$128,365$4,426iApproximate average salary by contribution assumption: employee only about $110,659 at 4% or $73,773 at 6%; with 50% employer match about $73,773 at 4% or $49,182 at 6%; with 100% employer match about $55,330 at 4% or $36,886 at 6%.
2007125$0$0-
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-25---
2006129$5,431,064$203,444$7,015iApproximate average salary by contribution assumption: employee only about $175,383 at 4% or $116,922 at 6%; with 50% employer match about $116,922 at 4% or $77,948 at 6%; with 100% employer match about $87,691 at 4% or $58,461 at 6%.
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-29$5,431,064$203,444$7,015iApproximate average salary by contribution assumption: employee only about $175,383 at 4% or $116,922 at 6%; with 50% employer match about $116,922 at 4% or $77,948 at 6%; with 100% employer match about $87,691 at 4% or $58,461 at 6%.
2005130$0$0-
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-30---
2004133$7,584,556$252,529$7,652iApproximate average salary by contribution assumption: employee only about $191,310 at 4% or $127,540 at 6%; with 50% employer match about $127,540 at 4% or $85,027 at 6%; with 100% employer match about $95,655 at 4% or $63,770 at 6%.
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-33$7,584,556$252,529$7,652iApproximate average salary by contribution assumption: employee only about $191,310 at 4% or $127,540 at 6%; with 50% employer match about $127,540 at 4% or $85,027 at 6%; with 100% employer match about $95,655 at 4% or $63,770 at 6%.
2003135$6,250,046$242,959$6,942iApproximate average salary by contribution assumption: employee only about $173,542 at 4% or $115,695 at 6%; with 50% employer match about $115,695 at 4% or $77,130 at 6%; with 100% employer match about $86,771 at 4% or $57,847 at 6%.
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-35$6,250,046$242,959$6,942iApproximate average salary by contribution assumption: employee only about $173,542 at 4% or $115,695 at 6%; with 50% employer match about $115,695 at 4% or $77,130 at 6%; with 100% employer match about $86,771 at 4% or $57,847 at 6%.
2002131$0$0-
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-31---
2001132$0$0-
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-32---
2000130$0$0-
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-30---
1999127$6,711,085$168,000$6,222iApproximate average salary by contribution assumption: employee only about $155,556 at 4% or $103,704 at 6%; with 50% employer match about $103,704 at 4% or $69,136 at 6%; with 100% employer match about $77,778 at 4% or $51,852 at 6%.
Duffield Adamson & Helenbolt PC. 401(K) Profit Sharing Plan-27$6,711,085$168,000$6,222iApproximate average salary by contribution assumption: employee only about $155,556 at 4% or $103,704 at 6%; with 50% employer match about $103,704 at 4% or $69,136 at 6%; with 100% employer match about $77,778 at 4% or $51,852 at 6%.