Duffey Southeast Holdings Inc.
Plan context: Duffey Southeast Holdings Inc. Employee Stock Ownership Plan
EIN 86-1253955 • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
84
2024 Assets
$12,755,194
2024 Contributions
$77,500
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 | 84 | $12,755,194 | $77,500 | $923iApproximate average salary by contribution assumption: employee only about $23,065 at 4% or $15,377 at 6%; with 50% employer match about $15,377 at 4% or $10,251 at 6%; with 100% employer match about $11,533 at 4% or $7,688 at 6%. |
| Duffey Southeast Holdings Inc. Employee Stock Ownership Plan | - | 84 | $12,755,194 | $77,500 | $923iApproximate average salary by contribution assumption: employee only about $23,065 at 4% or $15,377 at 6%; with 50% employer match about $15,377 at 4% or $10,251 at 6%; with 100% employer match about $11,533 at 4% or $7,688 at 6%. |
| 2023 | 1 | 76 | $9,205,000 | $49,703 | $654iApproximate average salary by contribution assumption: employee only about $16,350 at 4% or $10,900 at 6%; with 50% employer match about $10,900 at 4% or $7,267 at 6%; with 100% employer match about $8,175 at 4% or $5,450 at 6%. |
| Duffey Southeast Holdings Inc. Employee Stock Ownership Plan | - | 76 | $9,205,000 | $49,703 | $654iApproximate average salary by contribution assumption: employee only about $16,350 at 4% or $10,900 at 6%; with 50% employer match about $10,900 at 4% or $7,267 at 6%; with 100% employer match about $8,175 at 4% or $5,450 at 6%. |
| 2022 | 1 | 76 | $6,057,000 | $50,235 | $661iApproximate average salary by contribution assumption: employee only about $16,525 at 4% or $11,016 at 6%; with 50% employer match about $11,016 at 4% or $7,344 at 6%; with 100% employer match about $8,262 at 4% or $5,508 at 6%. |
| Duffey Southeast Holdings Inc. Employee Stock Ownership Plan | - | 76 | $6,057,000 | $50,235 | $661iApproximate average salary by contribution assumption: employee only about $16,525 at 4% or $11,016 at 6%; with 50% employer match about $11,016 at 4% or $7,344 at 6%; with 100% employer match about $8,262 at 4% or $5,508 at 6%. |
| 2021 | 1 | 76 | $4,567,000 | $50,768 | $668iApproximate average salary by contribution assumption: employee only about $16,700 at 4% or $11,133 at 6%; with 50% employer match about $11,133 at 4% or $7,422 at 6%; with 100% employer match about $8,350 at 4% or $5,567 at 6%. |
| Duffey Southeast Holdings Inc. Employee Stock Ownership Plan | - | 76 | $4,567,000 | $50,768 | $668iApproximate average salary by contribution assumption: employee only about $16,700 at 4% or $11,133 at 6%; with 50% employer match about $11,133 at 4% or $7,422 at 6%; with 100% employer match about $8,350 at 4% or $5,567 at 6%. |
| 2020 | 1 | 77 | $881,000 | $40,650 | $528iApproximate average salary by contribution assumption: employee only about $13,198 at 4% or $8,799 at 6%; with 50% employer match about $8,799 at 4% or $5,866 at 6%; with 100% employer match about $6,599 at 4% or $4,399 at 6%. |
| Duffey Southeast Holdings Inc. Employee Stock Ownership Plan | - | 77 | $881,000 | $40,650 | $528iApproximate average salary by contribution assumption: employee only about $13,198 at 4% or $8,799 at 6%; with 50% employer match about $8,799 at 4% or $5,866 at 6%; with 100% employer match about $6,599 at 4% or $4,399 at 6%. |