Civic Intelligence

Duggans Serra Mortuary

Plan context: Duggans Serra Mortuary 401K Plan

EIN 94-1554873 • Daly City, CA • 31 filings • 5 plans

500 Westlake AvenueDaly City, CA 94014
Current Snapshot

Latest Year

2024

2024 Participants

68

2024 Assets

$9,911,721

2024 Contributions

$325,776

Historical Graphs

Total Assets Over Time

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

$10,066,894$5,033,447$0199920132024YearValue
$9,911,721Latest year 2024

Participants Over Time

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

73370199920122024YearValue
68Latest 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
2024168$9,911,721$325,776$4,791iApproximate average salary by contribution assumption: employee only about $119,771 at 4% or $79,847 at 6%; with 50% employer match about $79,847 at 4% or $53,231 at 6%; with 100% employer match about $59,885 at 4% or $39,924 at 6%.
Duggans Serra Mortuary 401K Plan-68$9,911,721$325,776$4,791iApproximate average salary by contribution assumption: employee only about $119,771 at 4% or $79,847 at 6%; with 50% employer match about $79,847 at 4% or $53,231 at 6%; with 100% employer match about $59,885 at 4% or $39,924 at 6%.
2023166$8,509,987$353,185$5,351iApproximate average salary by contribution assumption: employee only about $133,782 at 4% or $89,188 at 6%; with 50% employer match about $89,188 at 4% or $59,459 at 6%; with 100% employer match about $66,891 at 4% or $44,594 at 6%.
Duggans Serra Mortuary 401K Plan-66$8,509,987$353,185$5,351iApproximate average salary by contribution assumption: employee only about $133,782 at 4% or $89,188 at 6%; with 50% employer match about $89,188 at 4% or $59,459 at 6%; with 100% employer match about $66,891 at 4% or $44,594 at 6%.
2022165$8,528,283$282,557$4,347iApproximate average salary by contribution assumption: employee only about $108,676 at 4% or $72,451 at 6%; with 50% employer match about $72,451 at 4% or $48,300 at 6%; with 100% employer match about $54,338 at 4% or $36,225 at 6%.
Duggans Serra Mortuary 401K Plan-65$8,528,283$282,557$4,347iApproximate average salary by contribution assumption: employee only about $108,676 at 4% or $72,451 at 6%; with 50% employer match about $72,451 at 4% or $48,300 at 6%; with 100% employer match about $54,338 at 4% or $36,225 at 6%.
2021166$10,066,894$286,198$4,336iApproximate average salary by contribution assumption: employee only about $108,408 at 4% or $72,272 at 6%; with 50% employer match about $72,272 at 4% or $48,181 at 6%; with 100% employer match about $54,204 at 4% or $36,136 at 6%.
Duggans Serra Mortuary 401K Plan-66$10,066,894$286,198$4,336iApproximate average salary by contribution assumption: employee only about $108,408 at 4% or $72,272 at 6%; with 50% employer match about $72,272 at 4% or $48,181 at 6%; with 100% employer match about $54,204 at 4% or $36,136 at 6%.
2020173$9,566,486$343,237$4,702iApproximate average salary by contribution assumption: employee only about $117,547 at 4% or $78,365 at 6%; with 50% employer match about $78,365 at 4% or $52,243 at 6%; with 100% employer match about $58,773 at 4% or $39,182 at 6%.
Duggans Serra Mortuary 401K Plan-73$9,566,486$343,237$4,702iApproximate average salary by contribution assumption: employee only about $117,547 at 4% or $78,365 at 6%; with 50% employer match about $78,365 at 4% or $52,243 at 6%; with 100% employer match about $58,773 at 4% or $39,182 at 6%.
2019172$8,281,861$364,822$5,067iApproximate average salary by contribution assumption: employee only about $126,674 at 4% or $84,450 at 6%; with 50% employer match about $84,450 at 4% or $56,300 at 6%; with 100% employer match about $63,337 at 4% or $42,225 at 6%.
Duggans Serra Mortuary 401K Plan-72$8,281,861$364,822$5,067iApproximate average salary by contribution assumption: employee only about $126,674 at 4% or $84,450 at 6%; with 50% employer match about $84,450 at 4% or $56,300 at 6%; with 100% employer match about $63,337 at 4% or $42,225 at 6%.
2018169$6,811,478$358,511$5,196iApproximate average salary by contribution assumption: employee only about $129,895 at 4% or $86,597 at 6%; with 50% employer match about $86,597 at 4% or $57,731 at 6%; with 100% employer match about $64,948 at 4% or $43,298 at 6%.
Duggans Serra Mortuary 401K Plan-69$6,811,478$358,511$5,196iApproximate average salary by contribution assumption: employee only about $129,895 at 4% or $86,597 at 6%; with 50% employer match about $86,597 at 4% or $57,731 at 6%; with 100% employer match about $64,948 at 4% or $43,298 at 6%.
2017166$6,926,818$337,014$5,106iApproximate average salary by contribution assumption: employee only about $127,657 at 4% or $85,105 at 6%; with 50% employer match about $85,105 at 4% or $56,736 at 6%; with 100% employer match about $63,828 at 4% or $42,552 at 6%.
Duggans Serra Mortuary 401K Plan-66$6,926,818$337,014$5,106iApproximate average salary by contribution assumption: employee only about $127,657 at 4% or $85,105 at 6%; with 50% employer match about $85,105 at 4% or $56,736 at 6%; with 100% employer match about $63,828 at 4% or $42,552 at 6%.
2016163$5,774,564$315,269$5,004iApproximate average salary by contribution assumption: employee only about $125,107 at 4% or $83,404 at 6%; with 50% employer match about $83,404 at 4% or $55,603 at 6%; with 100% employer match about $62,553 at 4% or $41,702 at 6%.
Duggans Serra Mortuary 401K Plan-63$5,774,564$315,269$5,004iApproximate average salary by contribution assumption: employee only about $125,107 at 4% or $83,404 at 6%; with 50% employer match about $83,404 at 4% or $55,603 at 6%; with 100% employer match about $62,553 at 4% or $41,702 at 6%.
2015164$5,331,769$328,166$5,128iApproximate average salary by contribution assumption: employee only about $128,190 at 4% or $85,460 at 6%; with 50% employer match about $85,460 at 4% or $56,973 at 6%; with 100% employer match about $64,095 at 4% or $42,730 at 6%.
Duggans Serra Mortuary 401K Plan-64$5,331,769$328,166$5,128iApproximate average salary by contribution assumption: employee only about $128,190 at 4% or $85,460 at 6%; with 50% employer match about $85,460 at 4% or $56,973 at 6%; with 100% employer match about $64,095 at 4% or $42,730 at 6%.
2014162$5,124,930$293,148$4,728iApproximate average salary by contribution assumption: employee only about $118,205 at 4% or $78,803 at 6%; with 50% employer match about $78,803 at 4% or $52,535 at 6%; with 100% employer match about $59,102 at 4% or $39,402 at 6%.
Duggans Serra Mortuary 401K Plan-62$5,124,930$293,148$4,728iApproximate average salary by contribution assumption: employee only about $118,205 at 4% or $78,803 at 6%; with 50% employer match about $78,803 at 4% or $52,535 at 6%; with 100% employer match about $59,102 at 4% or $39,402 at 6%.
2013164$4,791,011$255,422$3,991iApproximate average salary by contribution assumption: employee only about $99,774 at 4% or $66,516 at 6%; with 50% employer match about $66,516 at 4% or $44,344 at 6%; with 100% employer match about $49,887 at 4% or $33,258 at 6%.
Duggans Serra Mortuary 401K Plan-64$4,791,011$255,422$3,991iApproximate average salary by contribution assumption: employee only about $99,774 at 4% or $66,516 at 6%; with 50% employer match about $66,516 at 4% or $44,344 at 6%; with 100% employer match about $49,887 at 4% or $33,258 at 6%.
2012164$4,052,161$300,830$4,700iApproximate average salary by contribution assumption: employee only about $117,512 at 4% or $78,341 at 6%; with 50% employer match about $78,341 at 4% or $52,227 at 6%; with 100% employer match about $58,756 at 4% or $39,171 at 6%.
Duggans Serra Mortuary 401K Plan-64$4,052,161$300,830$4,700iApproximate average salary by contribution assumption: employee only about $117,512 at 4% or $78,341 at 6%; with 50% employer match about $78,341 at 4% or $52,227 at 6%; with 100% employer match about $58,756 at 4% or $39,171 at 6%.
2011164$3,570,781$245,257$3,832iApproximate average salary by contribution assumption: employee only about $95,804 at 4% or $63,869 at 6%; with 50% employer match about $63,869 at 4% or $42,579 at 6%; with 100% employer match about $47,902 at 4% or $31,935 at 6%.
Duggans Serra Mortuary 401K Plan-64$3,570,781$245,257$3,832iApproximate average salary by contribution assumption: employee only about $95,804 at 4% or $63,869 at 6%; with 50% employer match about $63,869 at 4% or $42,579 at 6%; with 100% employer match about $47,902 at 4% or $31,935 at 6%.
2010162$3,330,857$232,360$3,748iApproximate average salary by contribution assumption: employee only about $93,694 at 4% or $62,462 at 6%; with 50% employer match about $62,462 at 4% or $41,642 at 6%; with 100% employer match about $46,847 at 4% or $31,231 at 6%.
Duggans Serra Mortuary 401K Plan-62$3,330,857$232,360$3,748iApproximate average salary by contribution assumption: employee only about $93,694 at 4% or $62,462 at 6%; with 50% employer match about $62,462 at 4% or $41,642 at 6%; with 100% employer match about $46,847 at 4% or $31,231 at 6%.
2009161$2,864,549$216,853$3,555iApproximate average salary by contribution assumption: employee only about $88,874 at 4% or $59,249 at 6%; with 50% employer match about $59,249 at 4% or $39,500 at 6%; with 100% employer match about $44,437 at 4% or $29,625 at 6%.
Duggans Serra Mortuary 401K Plan-61$2,864,549$216,853$3,555iApproximate average salary by contribution assumption: employee only about $88,874 at 4% or $59,249 at 6%; with 50% employer match about $59,249 at 4% or $39,500 at 6%; with 100% employer match about $44,437 at 4% or $29,625 at 6%.
2008154$0$0-
Duggans Serra Mortuary 401K Plan-54---
2007159$3,240,590$225,253$3,818iApproximate average salary by contribution assumption: employee only about $95,446 at 4% or $63,631 at 6%; with 50% employer match about $63,631 at 4% or $42,421 at 6%; with 100% employer match about $47,723 at 4% or $31,815 at 6%.
Duggans Serra Mortuary 401K Plan-59$3,240,590$225,253$3,818iApproximate average salary by contribution assumption: employee only about $95,446 at 4% or $63,631 at 6%; with 50% employer match about $63,631 at 4% or $42,421 at 6%; with 100% employer match about $47,723 at 4% or $31,815 at 6%.
2006140$3,596,680$213,863$5,347iApproximate average salary by contribution assumption: employee only about $133,664 at 4% or $89,110 at 6%; with 50% employer match about $89,110 at 4% or $59,406 at 6%; with 100% employer match about $66,832 at 4% or $44,555 at 6%.
Duggans Serra Mortuary 401K Plan-40$3,596,680$213,863$5,347iApproximate average salary by contribution assumption: employee only about $133,664 at 4% or $89,110 at 6%; with 50% employer match about $89,110 at 4% or $59,406 at 6%; with 100% employer match about $66,832 at 4% or $44,555 at 6%.
2005137$3,073,118$219,667$5,937iApproximate average salary by contribution assumption: employee only about $148,424 at 4% or $98,949 at 6%; with 50% employer match about $98,949 at 4% or $65,966 at 6%; with 100% employer match about $74,212 at 4% or $49,475 at 6%.
Duggans Serra Mortuary 401K Plan-37$3,073,118$219,667$5,937iApproximate average salary by contribution assumption: employee only about $148,424 at 4% or $98,949 at 6%; with 50% employer match about $98,949 at 4% or $65,966 at 6%; with 100% employer match about $74,212 at 4% or $49,475 at 6%.
2004135$2,852,703$312,529$8,929iApproximate average salary by contribution assumption: employee only about $223,235 at 4% or $148,823 at 6%; with 50% employer match about $148,823 at 4% or $99,216 at 6%; with 100% employer match about $111,618 at 4% or $74,412 at 6%.
Duggans Serra Mortuary 401K Plan-35$2,852,703$312,529$8,929iApproximate average salary by contribution assumption: employee only about $223,235 at 4% or $148,823 at 6%; with 50% employer match about $148,823 at 4% or $99,216 at 6%; with 100% employer match about $111,618 at 4% or $74,412 at 6%.
2003238$2,601,587$308,412$8,116iApproximate average salary by contribution assumption: employee only about $202,903 at 4% or $135,268 at 6%; with 50% employer match about $135,268 at 4% or $90,179 at 6%; with 100% employer match about $101,451 at 4% or $67,634 at 6%.
Duggans Serra Mortuary 401K Plan-38$2,601,587$292,861$7,707iApproximate average salary by contribution assumption: employee only about $192,672 at 4% or $128,448 at 6%; with 50% employer match about $128,448 at 4% or $85,632 at 6%; with 100% employer match about $96,336 at 4% or $64,224 at 6%.
Duggans Serra Mortuary Money Purchase Pension Plan-0-$15,551-
2002224$2,009,386$272,283$11,345iApproximate average salary by contribution assumption: employee only about $283,628 at 4% or $189,085 at 6%; with 50% employer match about $189,085 at 4% or $126,057 at 6%; with 100% employer match about $141,814 at 4% or $94,543 at 6%.
Duggans Serra Mortuary Money Purchase Pension Plan-24$1,624,994$72,448$3,019iApproximate average salary by contribution assumption: employee only about $75,467 at 4% or $50,311 at 6%; with 50% employer match about $50,311 at 4% or $33,541 at 6%; with 100% employer match about $37,733 at 4% or $25,156 at 6%.
Duggans Serra Mortuary 401K Plan-22$384,392$199,835$9,083iApproximate average salary by contribution assumption: employee only about $227,085 at 4% or $151,390 at 6%; with 50% employer match about $151,390 at 4% or $100,927 at 6%; with 100% employer match about $113,543 at 4% or $75,695 at 6%.
2001231$0$0-
Duggans Serra Mortuary Money Purchase Pension Plan-30---
Duggans Serra Mortuary 401K Plan-31---
2000230$173,908$62,022$2,067iApproximate average salary by contribution assumption: employee only about $51,685 at 4% or $34,457 at 6%; with 50% employer match about $34,457 at 4% or $22,971 at 6%; with 100% employer match about $25,843 at 4% or $17,228 at 6%.
Duggans Serra Mortuary 401K Plan-30$173,908$62,022$2,067iApproximate average salary by contribution assumption: employee only about $51,685 at 4% or $34,457 at 6%; with 50% employer match about $34,457 at 4% or $22,971 at 6%; with 100% employer match about $25,843 at 4% or $17,228 at 6%.
Duggans Serra Mortuary Money Purchase Pension Plan-27---
1999226$2,351,381$174,817$6,724iApproximate average salary by contribution assumption: employee only about $168,093 at 4% or $112,062 at 6%; with 50% employer match about $112,062 at 4% or $74,708 at 6%; with 100% employer match about $84,047 at 4% or $56,031 at 6%.
Duggans Serra Mortuary Money Purchase Pension Plan-26$2,222,631$115,014$4,424iApproximate average salary by contribution assumption: employee only about $110,590 at 4% or $73,727 at 6%; with 50% employer match about $73,727 at 4% or $49,151 at 6%; with 100% employer match about $55,295 at 4% or $36,863 at 6%.
Duggans Serra Mortuary 401K Plan-24$128,750$59,803$2,492iApproximate average salary by contribution assumption: employee only about $62,295 at 4% or $41,530 at 6%; with 50% employer match about $41,530 at 4% or $27,687 at 6%; with 100% employer match about $31,147 at 4% or $20,765 at 6%.