Civic Intelligence

Dana & Associates, P.A.

Plan context: Dana & Associates, P.A. Defined Benefit Pension Plan

EIN 86-0627376 • Scottsdale, AZ • 35 filings • 5 plans

8817 E. Bell Road, Ste. 201Scottsdale, AZ 85260
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$2,311,243

2023 Contributions

$200,000

Historical Graphs

Total Assets Over Time

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

$2,311,243$1,155,622$0199920112023YearValue
$2,311,243Latest year 2023

Participants Over Time

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

1790199920072023YearValue
3Latest year 2023

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
202313$2,311,243$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Dana & Associates, P.A. Defined Benefit Pension Plan-3$2,311,243$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
201612$1,289,766$0-
Dana & Associates, P.A. Defined Benefit Pension Plan-2$1,289,766--
201522$1,361,499$690,186$345,093iApproximate average salary by contribution assumption: employee only about $8,627,325 at 4% or $5,751,550 at 6%; with 50% employer match about $5,751,550 at 4% or $3,834,367 at 6%; with 100% employer match about $4,313,663 at 4% or $2,875,775 at 6%.
Dana & Associates, P.A. Defined Benefit Pension Plan-2$1,361,499$690,186$345,093iApproximate average salary by contribution assumption: employee only about $8,627,325 at 4% or $5,751,550 at 6%; with 50% employer match about $5,751,550 at 4% or $3,834,367 at 6%; with 100% employer match about $4,313,663 at 4% or $2,875,775 at 6%.
Dana & Associates, P.A. 401K Plan-0---
201420$1,638,637$109,154-
Dana & Associates, P.A. 401K Plan-0$887,396$81,494-
Dana & Associates, P.A. Defined Benefit Pension Plan-0$751,241$27,660-
2013217$1,600,194$131,482$7,734iApproximate average salary by contribution assumption: employee only about $193,356 at 4% or $128,904 at 6%; with 50% employer match about $128,904 at 4% or $85,936 at 6%; with 100% employer match about $96,678 at 4% or $64,452 at 6%.
Dana & Associates, P.A. 401K Plan-17$845,752$101,966$5,998iApproximate average salary by contribution assumption: employee only about $149,950 at 4% or $99,967 at 6%; with 50% employer match about $99,967 at 4% or $66,644 at 6%; with 100% employer match about $74,975 at 4% or $49,983 at 6%.
Dana & Associates, P.A. Defined Benefit Pension Plan-8$754,442$29,516$3,690iApproximate average salary by contribution assumption: employee only about $92,238 at 4% or $61,492 at 6%; with 50% employer match about $61,492 at 4% or $40,994 at 6%; with 100% employer match about $46,119 at 4% or $30,746 at 6%.
2012217$1,377,454$247,413$14,554iApproximate average salary by contribution assumption: employee only about $363,843 at 4% or $242,562 at 6%; with 50% employer match about $242,562 at 4% or $161,708 at 6%; with 100% employer match about $181,921 at 4% or $121,281 at 6%.
Dana & Associates, P.A. Defined Benefit Pension Plan-8$690,529$140,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Dana & Associates, P.A. 401K Plan-17$686,925$107,413$6,318iApproximate average salary by contribution assumption: employee only about $157,960 at 4% or $105,307 at 6%; with 50% employer match about $105,307 at 4% or $70,205 at 6%; with 100% employer match about $78,980 at 4% or $52,653 at 6%.
2011214$1,077,109$133,077$9,506iApproximate average salary by contribution assumption: employee only about $237,638 at 4% or $158,425 at 6%; with 50% employer match about $158,425 at 4% or $105,617 at 6%; with 100% employer match about $118,819 at 4% or $79,213 at 6%.
Dana & Associates, P.A. 401K Plan-14$558,088$100,520$7,180iApproximate average salary by contribution assumption: employee only about $179,500 at 4% or $119,667 at 6%; with 50% employer match about $119,667 at 4% or $79,778 at 6%; with 100% employer match about $89,750 at 4% or $59,833 at 6%.
Dana & Associates, P.A. Defined Benefit Pension Plan-8$519,021$32,557$4,070iApproximate average salary by contribution assumption: employee only about $101,741 at 4% or $67,827 at 6%; with 50% employer match about $67,827 at 4% or $45,218 at 6%; with 100% employer match about $50,870 at 4% or $33,914 at 6%.
2010210$1,003,623$40,424$4,042iApproximate average salary by contribution assumption: employee only about $101,060 at 4% or $67,373 at 6%; with 50% employer match about $67,373 at 4% or $44,916 at 6%; with 100% employer match about $50,530 at 4% or $33,687 at 6%.
Dana & Associates, P.A. Defined Benefit Pension Plan-10$536,818$0-
Dana & Associates, P.A. 401K Plan-10$466,805$40,424$4,042iApproximate average salary by contribution assumption: employee only about $101,060 at 4% or $67,373 at 6%; with 50% employer match about $67,373 at 4% or $44,916 at 6%; with 100% employer match about $50,530 at 4% or $33,687 at 6%.
200926$1,419,421$22,632$3,772iApproximate average salary by contribution assumption: employee only about $94,300 at 4% or $62,867 at 6%; with 50% employer match about $62,867 at 4% or $41,911 at 6%; with 100% employer match about $47,150 at 4% or $31,433 at 6%.
Dana & Associates, P.A. Defined Benefit Pension Plan-6$732,430$0-
Dana & Associates, P.A. 401K Plan-5$686,991$22,632$4,526iApproximate average salary by contribution assumption: employee only about $113,160 at 4% or $75,440 at 6%; with 50% employer match about $75,440 at 4% or $50,293 at 6%; with 100% employer match about $56,580 at 4% or $37,720 at 6%.
200725$0$0-
Dana & Associates, P.A. 401K Plan-5---
Dana & Associates, P.A. Defined Benefit Pension Plan-5---
200625$1,015,469$249,792$49,958iApproximate average salary by contribution assumption: employee only about $1,248,960 at 4% or $832,640 at 6%; with 50% employer match about $832,640 at 4% or $555,093 at 6%; with 100% employer match about $624,480 at 4% or $416,320 at 6%.
Dana & Associates, P.A. 401K Plan-4$563,112$14,792$3,698iApproximate average salary by contribution assumption: employee only about $92,450 at 4% or $61,633 at 6%; with 50% employer match about $61,633 at 4% or $41,089 at 6%; with 100% employer match about $46,225 at 4% or $30,817 at 6%.
Dana & Associates, P.A. Defined Benefit Pension Plan-5$452,357$235,000$47,000iApproximate average salary by contribution assumption: employee only about $1,175,000 at 4% or $783,333 at 6%; with 50% employer match about $783,333 at 4% or $522,222 at 6%; with 100% employer match about $587,500 at 4% or $391,667 at 6%.
200526$769,493$200,581$33,430iApproximate average salary by contribution assumption: employee only about $835,754 at 4% or $557,169 at 6%; with 50% employer match about $557,169 at 4% or $371,446 at 6%; with 100% employer match about $417,877 at 4% or $278,585 at 6%.
Dana & Associates, P.A. 401K Plan-3$577,012$8,100$2,700iApproximate average salary by contribution assumption: employee only about $67,500 at 4% or $45,000 at 6%; with 50% employer match about $45,000 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%.
Dana & Associates, P.A. Defined Benefit Pension Plan-6$192,481$192,481$32,080iApproximate average salary by contribution assumption: employee only about $802,004 at 4% or $534,669 at 6%; with 50% employer match about $534,669 at 4% or $356,446 at 6%; with 100% employer match about $401,002 at 4% or $267,335 at 6%.
200415$537,382$73,422$14,684iApproximate average salary by contribution assumption: employee only about $367,110 at 4% or $244,740 at 6%; with 50% employer match about $244,740 at 4% or $163,160 at 6%; with 100% employer match about $183,555 at 4% or $122,370 at 6%.
Dana & Associates, P.A. 401K Plan-5$537,382$73,422$14,684iApproximate average salary by contribution assumption: employee only about $367,110 at 4% or $244,740 at 6%; with 50% employer match about $244,740 at 4% or $163,160 at 6%; with 100% employer match about $183,555 at 4% or $122,370 at 6%.
200325$0$0-
Dana & Associates, P.A. Defined Benefit Pension Plan-0---
Dana & Associates, P.A. 401K Plan-5---
200225$91,898$55,169$11,034iApproximate average salary by contribution assumption: employee only about $275,845 at 4% or $183,897 at 6%; with 50% employer match about $183,897 at 4% or $122,598 at 6%; with 100% employer match about $137,923 at 4% or $91,948 at 6%.
Dana & Associates, P.A. Defined Benefit Pension Plan-1$91,898$55,169$55,169iApproximate average salary by contribution assumption: employee only about $1,379,225 at 4% or $919,483 at 6%; with 50% employer match about $919,483 at 4% or $612,989 at 6%; with 100% employer match about $689,613 at 4% or $459,742 at 6%.
Dana & Associates, P.A. 401K Plan-5---
200135$0$0-
Dana & Associates, P.A. 401K Plan-5---
Dana & Associates, P.A. Defined Benefit Pension Plan-5---
Dana & Associates, P.A. Money Purchase Pension Plan-0---
200035$0$0-
Dana & Associates, P.A. 401K Plan-5---
Dana & Associates, P.A. Money Purchase Pension Plan-5---
Dana & Associates, P.A. Defined Benefit Pension Plan-5---
199921$367,946$33,605$33,605iApproximate average salary by contribution assumption: employee only about $840,125 at 4% or $560,083 at 6%; with 50% employer match about $560,083 at 4% or $373,389 at 6%; with 100% employer match about $420,063 at 4% or $280,042 at 6%.
Dana & Associates, P.A. 401K Plan-1$211,072$21,725$21,725iApproximate average salary by contribution assumption: employee only about $543,125 at 4% or $362,083 at 6%; with 50% employer match about $362,083 at 4% or $241,389 at 6%; with 100% employer match about $271,563 at 4% or $181,042 at 6%.
Dana & Associates, P.A. Money Purchase Pension Plan-1$156,874$11,880$11,880iApproximate average salary by contribution assumption: employee only about $297,000 at 4% or $198,000 at 6%; with 50% employer match about $198,000 at 4% or $132,000 at 6%; with 100% employer match about $148,500 at 4% or $99,000 at 6%.