DUNCAN & ASSOCIATES, INC.
Plan context: Duncan & Associates Inc. 401K Profit Sharing Plan and Trust
EIN 91-1577971 • Olympia, WA • 26 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$251,611
2024 Contributions
$8,650
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 | 6 | $251,611 | $8,650 | $1,442iApproximate average salary by contribution assumption: employee only about $36,042 at 4% or $24,028 at 6%; with 50% employer match about $24,028 at 4% or $16,019 at 6%; with 100% employer match about $18,021 at 4% or $12,014 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 6 | $251,611 | $8,650 | $1,442iApproximate average salary by contribution assumption: employee only about $36,042 at 4% or $24,028 at 6%; with 50% employer match about $24,028 at 4% or $16,019 at 6%; with 100% employer match about $18,021 at 4% or $12,014 at 6%. |
| 2023 | 1 | 9 | $220,656 | $2,250 | $250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 9 | $220,656 | $2,250 | $250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%. |
| 2022 | 1 | 9 | $193,203 | $3,450 | $383iApproximate average salary by contribution assumption: employee only about $9,583 at 4% or $6,389 at 6%; with 50% employer match about $6,389 at 4% or $4,259 at 6%; with 100% employer match about $4,792 at 4% or $3,194 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 9 | $193,203 | $3,450 | $383iApproximate average salary by contribution assumption: employee only about $9,583 at 4% or $6,389 at 6%; with 50% employer match about $6,389 at 4% or $4,259 at 6%; with 100% employer match about $4,792 at 4% or $3,194 at 6%. |
| 2021 | 1 | 10 | $235,471 | $4,066 | $407iApproximate average salary by contribution assumption: employee only about $10,165 at 4% or $6,777 at 6%; with 50% employer match about $6,777 at 4% or $4,518 at 6%; with 100% employer match about $5,083 at 4% or $3,388 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 10 | $235,471 | $4,066 | $407iApproximate average salary by contribution assumption: employee only about $10,165 at 4% or $6,777 at 6%; with 50% employer match about $6,777 at 4% or $4,518 at 6%; with 100% employer match about $5,083 at 4% or $3,388 at 6%. |
| 2020 | 1 | 9 | $206,941 | $10,275 | $1,142iApproximate average salary by contribution assumption: employee only about $28,542 at 4% or $19,028 at 6%; with 50% employer match about $19,028 at 4% or $12,685 at 6%; with 100% employer match about $14,271 at 4% or $9,514 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 9 | $206,941 | $10,275 | $1,142iApproximate average salary by contribution assumption: employee only about $28,542 at 4% or $19,028 at 6%; with 50% employer match about $19,028 at 4% or $12,685 at 6%; with 100% employer match about $14,271 at 4% or $9,514 at 6%. |
| 2019 | 1 | 9 | $423,042 | $10,010 | $1,112iApproximate average salary by contribution assumption: employee only about $27,806 at 4% or $18,537 at 6%; with 50% employer match about $18,537 at 4% or $12,358 at 6%; with 100% employer match about $13,903 at 4% or $9,269 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 9 | $423,042 | $10,010 | $1,112iApproximate average salary by contribution assumption: employee only about $27,806 at 4% or $18,537 at 6%; with 50% employer match about $18,537 at 4% or $12,358 at 6%; with 100% employer match about $13,903 at 4% or $9,269 at 6%. |
| 2018 | 1 | 10 | $375,978 | $9,815 | $982iApproximate average salary by contribution assumption: employee only about $24,538 at 4% or $16,358 at 6%; with 50% employer match about $16,358 at 4% or $10,906 at 6%; with 100% employer match about $12,269 at 4% or $8,179 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 10 | $375,978 | $9,815 | $982iApproximate average salary by contribution assumption: employee only about $24,538 at 4% or $16,358 at 6%; with 50% employer match about $16,358 at 4% or $10,906 at 6%; with 100% employer match about $12,269 at 4% or $8,179 at 6%. |
| 2017 | 1 | 10 | $416,005 | $8,584 | $858iApproximate average salary by contribution assumption: employee only about $21,460 at 4% or $14,307 at 6%; with 50% employer match about $14,307 at 4% or $9,538 at 6%; with 100% employer match about $10,730 at 4% or $7,153 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 10 | $416,005 | $8,584 | $858iApproximate average salary by contribution assumption: employee only about $21,460 at 4% or $14,307 at 6%; with 50% employer match about $14,307 at 4% or $9,538 at 6%; with 100% employer match about $10,730 at 4% or $7,153 at 6%. |
| 2016 | 1 | 11 | $374,215 | $12,367 | $1,124iApproximate average salary by contribution assumption: employee only about $28,107 at 4% or $18,738 at 6%; with 50% employer match about $18,738 at 4% or $12,492 at 6%; with 100% employer match about $14,053 at 4% or $9,369 at 6%. |
| EMPLOYEE BENEFIT PLAN OF DUNCAN & ASSOCIATES INC DUNCAN & ASSOCIATES, INC. | - | 11 | $374,215 | $12,367 | $1,124iApproximate average salary by contribution assumption: employee only about $28,107 at 4% or $18,738 at 6%; with 50% employer match about $18,738 at 4% or $12,492 at 6%; with 100% employer match about $14,053 at 4% or $9,369 at 6%. |
| 2015 | 1 | 13 | $587,660 | $584,261 | $44,943iApproximate average salary by contribution assumption: employee only about $1,123,579 at 4% or $749,053 at 6%; with 50% employer match about $749,053 at 4% or $499,368 at 6%; with 100% employer match about $561,789 at 4% or $374,526 at 6%. |
| EMPLOYEE BENEFIT PLAN OF DUNCAN & ASSOCIATES INC DUNCAN & ASSOCIATES, INC. | - | 13 | $587,660 | $584,261 | $44,943iApproximate average salary by contribution assumption: employee only about $1,123,579 at 4% or $749,053 at 6%; with 50% employer match about $749,053 at 4% or $499,368 at 6%; with 100% employer match about $561,789 at 4% or $374,526 at 6%. |
| 2014 | 1 | 12 | $648,633 | $13,771 | $1,148iApproximate average salary by contribution assumption: employee only about $28,690 at 4% or $19,126 at 6%; with 50% employer match about $19,126 at 4% or $12,751 at 6%; with 100% employer match about $14,345 at 4% or $9,563 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 12 | $648,633 | $13,771 | $1,148iApproximate average salary by contribution assumption: employee only about $28,690 at 4% or $19,126 at 6%; with 50% employer match about $19,126 at 4% or $12,751 at 6%; with 100% employer match about $14,345 at 4% or $9,563 at 6%. |
| 2013 | 1 | 13 | $643,525 | $15,335 | $1,180iApproximate average salary by contribution assumption: employee only about $29,490 at 4% or $19,660 at 6%; with 50% employer match about $19,660 at 4% or $13,107 at 6%; with 100% employer match about $14,745 at 4% or $9,830 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 13 | $643,525 | $15,335 | $1,180iApproximate average salary by contribution assumption: employee only about $29,490 at 4% or $19,660 at 6%; with 50% employer match about $19,660 at 4% or $13,107 at 6%; with 100% employer match about $14,745 at 4% or $9,830 at 6%. |
| 2012 | 1 | 14 | $608,570 | $21,360 | $1,526iApproximate average salary by contribution assumption: employee only about $38,143 at 4% or $25,429 at 6%; with 50% employer match about $25,429 at 4% or $16,952 at 6%; with 100% employer match about $19,071 at 4% or $12,714 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 14 | $608,570 | $21,360 | $1,526iApproximate average salary by contribution assumption: employee only about $38,143 at 4% or $25,429 at 6%; with 50% employer match about $25,429 at 4% or $16,952 at 6%; with 100% employer match about $19,071 at 4% or $12,714 at 6%. |
| 2011 | 1 | 15 | $537,429 | $23,390 | $1,559iApproximate average salary by contribution assumption: employee only about $38,983 at 4% or $25,989 at 6%; with 50% employer match about $25,989 at 4% or $17,326 at 6%; with 100% employer match about $19,492 at 4% or $12,994 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 15 | $537,429 | $23,390 | $1,559iApproximate average salary by contribution assumption: employee only about $38,983 at 4% or $25,989 at 6%; with 50% employer match about $25,989 at 4% or $17,326 at 6%; with 100% employer match about $19,492 at 4% or $12,994 at 6%. |
| 2010 | 1 | 16 | $527,117 | $23,823 | $1,489iApproximate average salary by contribution assumption: employee only about $37,223 at 4% or $24,816 at 6%; with 50% employer match about $24,816 at 4% or $16,544 at 6%; with 100% employer match about $18,612 at 4% or $12,408 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 16 | $527,117 | $23,823 | $1,489iApproximate average salary by contribution assumption: employee only about $37,223 at 4% or $24,816 at 6%; with 50% employer match about $24,816 at 4% or $16,544 at 6%; with 100% employer match about $18,612 at 4% or $12,408 at 6%. |
| 2009 | 1 | 19 | $327,510 | $37,135 | $1,954iApproximate average salary by contribution assumption: employee only about $48,862 at 4% or $32,575 at 6%; with 50% employer match about $32,575 at 4% or $21,716 at 6%; with 100% employer match about $24,431 at 4% or $16,287 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 19 | $327,510 | $37,135 | $1,954iApproximate average salary by contribution assumption: employee only about $48,862 at 4% or $32,575 at 6%; with 50% employer match about $32,575 at 4% or $21,716 at 6%; with 100% employer match about $24,431 at 4% or $16,287 at 6%. |
| 2008 | 1 | 19 | $330,099 | $37,135 | $1,954iApproximate average salary by contribution assumption: employee only about $48,862 at 4% or $32,575 at 6%; with 50% employer match about $32,575 at 4% or $21,716 at 6%; with 100% employer match about $24,431 at 4% or $16,287 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 19 | $330,099 | $37,135 | $1,954iApproximate average salary by contribution assumption: employee only about $48,862 at 4% or $32,575 at 6%; with 50% employer match about $32,575 at 4% or $21,716 at 6%; with 100% employer match about $24,431 at 4% or $16,287 at 6%. |
| 2007 | 1 | 21 | $0 | $0 | - |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 21 | - | - | - |
| 2006 | 1 | 18 | $467,446 | $98,590 | $5,477iApproximate average salary by contribution assumption: employee only about $136,931 at 4% or $91,287 at 6%; with 50% employer match about $91,287 at 4% or $60,858 at 6%; with 100% employer match about $68,465 at 4% or $45,644 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 18 | $467,446 | $98,590 | $5,477iApproximate average salary by contribution assumption: employee only about $136,931 at 4% or $91,287 at 6%; with 50% employer match about $91,287 at 4% or $60,858 at 6%; with 100% employer match about $68,465 at 4% or $45,644 at 6%. |
| 2005 | 1 | 21 | $349,545 | $39,428 | $1,878iApproximate average salary by contribution assumption: employee only about $46,938 at 4% or $31,292 at 6%; with 50% employer match about $31,292 at 4% or $20,861 at 6%; with 100% employer match about $23,469 at 4% or $15,646 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 21 | $349,545 | $39,428 | $1,878iApproximate average salary by contribution assumption: employee only about $46,938 at 4% or $31,292 at 6%; with 50% employer match about $31,292 at 4% or $20,861 at 6%; with 100% employer match about $23,469 at 4% or $15,646 at 6%. |
| 2004 | 1 | 21 | $286,013 | $28,771 | $1,370iApproximate average salary by contribution assumption: employee only about $34,251 at 4% or $22,834 at 6%; with 50% employer match about $22,834 at 4% or $15,223 at 6%; with 100% employer match about $17,126 at 4% or $11,417 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 21 | $286,013 | $28,771 | $1,370iApproximate average salary by contribution assumption: employee only about $34,251 at 4% or $22,834 at 6%; with 50% employer match about $22,834 at 4% or $15,223 at 6%; with 100% employer match about $17,126 at 4% or $11,417 at 6%. |
| 2003 | 1 | 20 | $304,430 | $37,881 | $1,894iApproximate average salary by contribution assumption: employee only about $47,351 at 4% or $31,568 at 6%; with 50% employer match about $31,568 at 4% or $21,045 at 6%; with 100% employer match about $23,676 at 4% or $15,784 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 20 | $304,430 | $37,881 | $1,894iApproximate average salary by contribution assumption: employee only about $47,351 at 4% or $31,568 at 6%; with 50% employer match about $31,568 at 4% or $21,045 at 6%; with 100% employer match about $23,676 at 4% or $15,784 at 6%. |
| 2002 | 1 | 20 | $202,790 | $31,517 | $1,576iApproximate average salary by contribution assumption: employee only about $39,396 at 4% or $26,264 at 6%; with 50% employer match about $26,264 at 4% or $17,509 at 6%; with 100% employer match about $19,698 at 4% or $13,132 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 20 | $202,790 | $31,517 | $1,576iApproximate average salary by contribution assumption: employee only about $39,396 at 4% or $26,264 at 6%; with 50% employer match about $26,264 at 4% or $17,509 at 6%; with 100% employer match about $19,698 at 4% or $13,132 at 6%. |
| 2001 | 1 | 17 | $227,050 | $31,492 | $1,852iApproximate average salary by contribution assumption: employee only about $46,312 at 4% or $30,875 at 6%; with 50% employer match about $30,875 at 4% or $20,583 at 6%; with 100% employer match about $23,156 at 4% or $15,437 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 17 | $227,050 | $31,492 | $1,852iApproximate average salary by contribution assumption: employee only about $46,312 at 4% or $30,875 at 6%; with 50% employer match about $30,875 at 4% or $20,583 at 6%; with 100% employer match about $23,156 at 4% or $15,437 at 6%. |
| 2000 | 1 | 18 | $288,877 | $34,345 | $1,908iApproximate average salary by contribution assumption: employee only about $47,701 at 4% or $31,801 at 6%; with 50% employer match about $31,801 at 4% or $21,201 at 6%; with 100% employer match about $23,851 at 4% or $15,900 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 18 | $288,877 | $34,345 | $1,908iApproximate average salary by contribution assumption: employee only about $47,701 at 4% or $31,801 at 6%; with 50% employer match about $31,801 at 4% or $21,201 at 6%; with 100% employer match about $23,851 at 4% or $15,900 at 6%. |
| 1999 | 1 | 23 | $336,340 | $46,960 | $2,042iApproximate average salary by contribution assumption: employee only about $51,043 at 4% or $34,029 at 6%; with 50% employer match about $34,029 at 4% or $22,686 at 6%; with 100% employer match about $25,522 at 4% or $17,014 at 6%. |
| Duncan & Associates Inc. 401K Profit Sharing Plan and Trust | - | 23 | $336,340 | $46,960 | $2,042iApproximate average salary by contribution assumption: employee only about $51,043 at 4% or $34,029 at 6%; with 50% employer match about $34,029 at 4% or $22,686 at 6%; with 100% employer match about $25,522 at 4% or $17,014 at 6%. |