The David & Margaret Home
Plan context: David & Margaret Home Inc. 401K Retirement Plan
EIN 95-1660346 • 30 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
192
2024 Assets
$6,147,342
2024 Contributions
$619,672
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 | 192 | $6,147,342 | $619,672 | $3,227iApproximate average salary by contribution assumption: employee only about $80,686 at 4% or $53,791 at 6%; with 50% employer match about $53,791 at 4% or $35,861 at 6%; with 100% employer match about $40,343 at 4% or $26,895 at 6%. |
| David & Margaret Home Inc. 401K Retirement Plan | - | 192 | $6,147,342 | $619,672 | $3,227iApproximate average salary by contribution assumption: employee only about $80,686 at 4% or $53,791 at 6%; with 50% employer match about $53,791 at 4% or $35,861 at 6%; with 100% employer match about $40,343 at 4% or $26,895 at 6%. |
| 2023 | 1 | 178 | $5,878,126 | $306,741 | $1,723iApproximate average salary by contribution assumption: employee only about $43,082 at 4% or $28,721 at 6%; with 50% employer match about $28,721 at 4% or $19,147 at 6%; with 100% employer match about $21,541 at 4% or $14,361 at 6%. |
| David & Margaret Home Inc. 401K Retirement Plan | - | 178 | $5,878,126 | $306,741 | $1,723iApproximate average salary by contribution assumption: employee only about $43,082 at 4% or $28,721 at 6%; with 50% employer match about $28,721 at 4% or $19,147 at 6%; with 100% employer match about $21,541 at 4% or $14,361 at 6%. |
| 2022 | 2 | 190 | $5,312,528 | $325,007 | $1,711iApproximate average salary by contribution assumption: employee only about $42,764 at 4% or $28,509 at 6%; with 50% employer match about $28,509 at 4% or $19,006 at 6%; with 100% employer match about $21,382 at 4% or $14,255 at 6%. |
| David & Margaret Home Inc. 401K Retirement Plan | - | 190 | $5,312,528 | $325,007 | $1,711iApproximate average salary by contribution assumption: employee only about $42,764 at 4% or $28,509 at 6%; with 50% employer match about $28,509 at 4% or $19,006 at 6%; with 100% employer match about $21,382 at 4% or $14,255 at 6%. |
| David & Margaret Youth and Family Services Welfare Benefits Plan | - | 0 | - | - | - |
| 2021 | 2 | 144 | $6,532,545 | $383,561 | $2,664iApproximate average salary by contribution assumption: employee only about $66,590 at 4% or $44,394 at 6%; with 50% employer match about $44,394 at 4% or $29,596 at 6%; with 100% employer match about $33,295 at 4% or $22,197 at 6%. |
| David & Margaret Home Inc. 401K Retirement Plan | - | 144 | $6,532,545 | $383,561 | $2,664iApproximate average salary by contribution assumption: employee only about $66,590 at 4% or $44,394 at 6%; with 50% employer match about $44,394 at 4% or $29,596 at 6%; with 100% employer match about $33,295 at 4% or $22,197 at 6%. |
| David & Margaret Youth and Family Services Welfare Benefits Plan | - | 107 | - | - | - |
| 2020 | 2 | 144 | $6,532,545 | $383,561 | $2,664iApproximate average salary by contribution assumption: employee only about $66,590 at 4% or $44,394 at 6%; with 50% employer match about $44,394 at 4% or $29,596 at 6%; with 100% employer match about $33,295 at 4% or $22,197 at 6%. |
| David & Margaret Home Inc. 401K Retirement Plan | - | 144 | $6,532,545 | $383,561 | $2,664iApproximate average salary by contribution assumption: employee only about $66,590 at 4% or $44,394 at 6%; with 50% employer match about $44,394 at 4% or $29,596 at 6%; with 100% employer match about $33,295 at 4% or $22,197 at 6%. |
| David & Margaret Youth and Family Services Welfare Benefits Plan | - | 140 | - | - | - |
| 2019 | 2 | 180 | $6,089,041 | $537,035 | $2,984iApproximate average salary by contribution assumption: employee only about $74,588 at 4% or $49,725 at 6%; with 50% employer match about $49,725 at 4% or $33,150 at 6%; with 100% employer match about $37,294 at 4% or $24,863 at 6%. |
| David & Margaret Home Inc. 401K Retirement Plan | - | 163 | $6,089,041 | $537,035 | $3,295iApproximate average salary by contribution assumption: employee only about $82,367 at 4% or $54,912 at 6%; with 50% employer match about $54,912 at 4% or $36,608 at 6%; with 100% employer match about $41,184 at 4% or $27,456 at 6%. |
| David & Margaret Youth and Family Services Welfare Benefits Plan | - | 180 | - | - | - |
| 2018 | 1 | 228 | $4,929,362 | $604,824 | $2,653iApproximate average salary by contribution assumption: employee only about $66,318 at 4% or $44,212 at 6%; with 50% employer match about $44,212 at 4% or $29,475 at 6%; with 100% employer match about $33,159 at 4% or $22,106 at 6%. |
| David & Margaret Home Inc. 401K Retirement Plan | - | 228 | $4,929,362 | $604,824 | $2,653iApproximate average salary by contribution assumption: employee only about $66,318 at 4% or $44,212 at 6%; with 50% employer match about $44,212 at 4% or $29,475 at 6%; with 100% employer match about $33,159 at 4% or $22,106 at 6%. |
| 2017 | 1 | 217 | $5,899,889 | $558,094 | $2,572iApproximate average salary by contribution assumption: employee only about $64,297 at 4% or $42,864 at 6%; with 50% employer match about $42,864 at 4% or $28,576 at 6%; with 100% employer match about $32,148 at 4% or $21,432 at 6%. |
| David & Margaret Home Inc. 401K Retirement Plan | - | 217 | $5,899,889 | $558,094 | $2,572iApproximate average salary by contribution assumption: employee only about $64,297 at 4% or $42,864 at 6%; with 50% employer match about $42,864 at 4% or $28,576 at 6%; with 100% employer match about $32,148 at 4% or $21,432 at 6%. |
| 2016 | 1 | 190 | $5,104,214 | $555,437 | $2,923iApproximate average salary by contribution assumption: employee only about $73,084 at 4% or $48,723 at 6%; with 50% employer match about $48,723 at 4% or $32,482 at 6%; with 100% employer match about $36,542 at 4% or $24,361 at 6%. |
| David & Margaret Home Inc. 401K Retirement Plan | - | 190 | $5,104,214 | $555,437 | $2,923iApproximate average salary by contribution assumption: employee only about $73,084 at 4% or $48,723 at 6%; with 50% employer match about $48,723 at 4% or $32,482 at 6%; with 100% employer match about $36,542 at 4% or $24,361 at 6%. |
| 2015 | 1 | 191 | $4,597,701 | $425,062 | $2,225iApproximate average salary by contribution assumption: employee only about $55,636 at 4% or $37,091 at 6%; with 50% employer match about $37,091 at 4% or $24,727 at 6%; with 100% employer match about $27,818 at 4% or $18,545 at 6%. |
| David & Margaret Home Inc. 401K Retirement Plan | - | 191 | $4,597,701 | $425,062 | $2,225iApproximate average salary by contribution assumption: employee only about $55,636 at 4% or $37,091 at 6%; with 50% employer match about $37,091 at 4% or $24,727 at 6%; with 100% employer match about $27,818 at 4% or $18,545 at 6%. |
| 2014 | 1 | 179 | $4,768,837 | $310,844 | $1,737iApproximate average salary by contribution assumption: employee only about $43,414 at 4% or $28,943 at 6%; with 50% employer match about $28,943 at 4% or $19,295 at 6%; with 100% employer match about $21,707 at 4% or $14,471 at 6%. |
| David & Margaret Home Inc. 401K Retirement Plan | - | 179 | $4,768,837 | $310,844 | $1,737iApproximate average salary by contribution assumption: employee only about $43,414 at 4% or $28,943 at 6%; with 50% employer match about $28,943 at 4% or $19,295 at 6%; with 100% employer match about $21,707 at 4% or $14,471 at 6%. |
| 2013 | 1 | 84 | $4,677,170 | $273,256 | $3,253iApproximate average salary by contribution assumption: employee only about $81,326 at 4% or $54,217 at 6%; with 50% employer match about $54,217 at 4% or $36,145 at 6%; with 100% employer match about $40,663 at 4% or $27,109 at 6%. |
| David & Margaret Home Inc. 401K Retirement Plan | - | 84 | $4,677,170 | $273,256 | $3,253iApproximate average salary by contribution assumption: employee only about $81,326 at 4% or $54,217 at 6%; with 50% employer match about $54,217 at 4% or $36,145 at 6%; with 100% employer match about $40,663 at 4% or $27,109 at 6%. |
| 2012 | 1 | 80 | $4,003,208 | $255,827 | $3,198iApproximate average salary by contribution assumption: employee only about $79,946 at 4% or $53,297 at 6%; with 50% employer match about $53,297 at 4% or $35,532 at 6%; with 100% employer match about $39,973 at 4% or $26,649 at 6%. |
| David & Margaret Home Inc. 401K Retirement Plan | - | 80 | $4,003,208 | $255,827 | $3,198iApproximate average salary by contribution assumption: employee only about $79,946 at 4% or $53,297 at 6%; with 50% employer match about $53,297 at 4% or $35,532 at 6%; with 100% employer match about $39,973 at 4% or $26,649 at 6%. |
| 2011 | 1 | 81 | $3,698,144 | $275,503 | $3,401iApproximate average salary by contribution assumption: employee only about $85,032 at 4% or $56,688 at 6%; with 50% employer match about $56,688 at 4% or $37,792 at 6%; with 100% employer match about $42,516 at 4% or $28,344 at 6%. |
| David & Margaret Home Inc. 401K Retirement Plan | - | 81 | $3,698,144 | $275,503 | $3,401iApproximate average salary by contribution assumption: employee only about $85,032 at 4% or $56,688 at 6%; with 50% employer match about $56,688 at 4% or $37,792 at 6%; with 100% employer match about $42,516 at 4% or $28,344 at 6%. |
| 2010 | 1 | 86 | $3,772,355 | $287,290 | $3,341iApproximate average salary by contribution assumption: employee only about $83,515 at 4% or $55,676 at 6%; with 50% employer match about $55,676 at 4% or $37,118 at 6%; with 100% employer match about $41,757 at 4% or $27,838 at 6%. |
| David & Margaret Home Inc. 401K Retirement Plan | - | 86 | $3,772,355 | $287,290 | $3,341iApproximate average salary by contribution assumption: employee only about $83,515 at 4% or $55,676 at 6%; with 50% employer match about $55,676 at 4% or $37,118 at 6%; with 100% employer match about $41,757 at 4% or $27,838 at 6%. |
| 2009 | 1 | 86 | $3,258,428 | $253,883 | $2,952iApproximate average salary by contribution assumption: employee only about $73,803 at 4% or $49,202 at 6%; with 50% employer match about $49,202 at 4% or $32,801 at 6%; with 100% employer match about $36,902 at 4% or $24,601 at 6%. |
| David & Margaret Home Inc. 401K Retirement Plan | - | 86 | $3,258,428 | $253,883 | $2,952iApproximate average salary by contribution assumption: employee only about $73,803 at 4% or $49,202 at 6%; with 50% employer match about $49,202 at 4% or $32,801 at 6%; with 100% employer match about $36,902 at 4% or $24,601 at 6%. |
| 2008 | 1 | 87 | $2,746,790 | $374,586 | $4,306iApproximate average salary by contribution assumption: employee only about $107,640 at 4% or $71,760 at 6%; with 50% employer match about $71,760 at 4% or $47,840 at 6%; with 100% employer match about $53,820 at 4% or $35,880 at 6%. |
| David & Margaret Home Inc. 401K Retirement Plan | - | 87 | $2,746,790 | $374,586 | $4,306iApproximate average salary by contribution assumption: employee only about $107,640 at 4% or $71,760 at 6%; with 50% employer match about $71,760 at 4% or $47,840 at 6%; with 100% employer match about $53,820 at 4% or $35,880 at 6%. |
| 2007 | 1 | 84 | $3,803,777 | $349,729 | $4,163iApproximate average salary by contribution assumption: employee only about $104,086 at 4% or $69,391 at 6%; with 50% employer match about $69,391 at 4% or $46,260 at 6%; with 100% employer match about $52,043 at 4% or $34,695 at 6%. |
| David & Margaret Home Inc. 401K Retirement Plan | - | 84 | $3,803,777 | $349,729 | $4,163iApproximate average salary by contribution assumption: employee only about $104,086 at 4% or $69,391 at 6%; with 50% employer match about $69,391 at 4% or $46,260 at 6%; with 100% employer match about $52,043 at 4% or $34,695 at 6%. |
| 2006 | 1 | 80 | $3,597,216 | $328,349 | $4,104iApproximate average salary by contribution assumption: employee only about $102,609 at 4% or $68,406 at 6%; with 50% employer match about $68,406 at 4% or $45,604 at 6%; with 100% employer match about $51,305 at 4% or $34,203 at 6%. |
| David & Margaret Home Inc. 401K Retirement Plan | - | 80 | $3,597,216 | $328,349 | $4,104iApproximate average salary by contribution assumption: employee only about $102,609 at 4% or $68,406 at 6%; with 50% employer match about $68,406 at 4% or $45,604 at 6%; with 100% employer match about $51,305 at 4% or $34,203 at 6%. |
| 2005 | 1 | 81 | $3,312,538 | $305,363 | $3,770iApproximate average salary by contribution assumption: employee only about $94,248 at 4% or $62,832 at 6%; with 50% employer match about $62,832 at 4% or $41,888 at 6%; with 100% employer match about $47,124 at 4% or $31,416 at 6%. |
| David & Margaret Home Inc. 401K Retirement Plan | - | 81 | $3,312,538 | $305,363 | $3,770iApproximate average salary by contribution assumption: employee only about $94,248 at 4% or $62,832 at 6%; with 50% employer match about $62,832 at 4% or $41,888 at 6%; with 100% employer match about $47,124 at 4% or $31,416 at 6%. |
| 2004 | 1 | 119 | $3,402,814 | $364,251 | $3,061iApproximate average salary by contribution assumption: employee only about $76,523 at 4% or $51,016 at 6%; with 50% employer match about $51,016 at 4% or $34,010 at 6%; with 100% employer match about $38,262 at 4% or $25,508 at 6%. |
| David & Margaret Home Inc. 401K Retirement Plan | - | 119 | $3,402,814 | $364,251 | $3,061iApproximate average salary by contribution assumption: employee only about $76,523 at 4% or $51,016 at 6%; with 50% employer match about $51,016 at 4% or $34,010 at 6%; with 100% employer match about $38,262 at 4% or $25,508 at 6%. |
| 2003 | 1 | 127 | $4,163,829 | $379,661 | $2,989iApproximate average salary by contribution assumption: employee only about $74,736 at 4% or $49,824 at 6%; with 50% employer match about $49,824 at 4% or $33,216 at 6%; with 100% employer match about $37,368 at 4% or $24,912 at 6%. |
| The David & Margaret Home Inc. 401K Retirement Savings Plan | - | 127 | $4,163,829 | $379,661 | $2,989iApproximate average salary by contribution assumption: employee only about $74,736 at 4% or $49,824 at 6%; with 50% employer match about $49,824 at 4% or $33,216 at 6%; with 100% employer match about $37,368 at 4% or $24,912 at 6%. |
| 2002 | 1 | 133 | $3,430,124 | $367,999 | $2,767iApproximate average salary by contribution assumption: employee only about $69,173 at 4% or $46,115 at 6%; with 50% employer match about $46,115 at 4% or $30,743 at 6%; with 100% employer match about $34,586 at 4% or $23,058 at 6%. |
| The David & Margaret Home Inc. 401K Retirement Savings Plan | - | 133 | $3,430,124 | $367,999 | $2,767iApproximate average salary by contribution assumption: employee only about $69,173 at 4% or $46,115 at 6%; with 50% employer match about $46,115 at 4% or $30,743 at 6%; with 100% employer match about $34,586 at 4% or $23,058 at 6%. |
| 2001 | 1 | 155 | $3,890,407 | $380,705 | $2,456iApproximate average salary by contribution assumption: employee only about $61,404 at 4% or $40,936 at 6%; with 50% employer match about $40,936 at 4% or $27,291 at 6%; with 100% employer match about $30,702 at 4% or $20,468 at 6%. |
| The David & Margaret Home Inc. 401K Retirement Savings Plan | - | 155 | $3,890,407 | $380,705 | $2,456iApproximate average salary by contribution assumption: employee only about $61,404 at 4% or $40,936 at 6%; with 50% employer match about $40,936 at 4% or $27,291 at 6%; with 100% employer match about $30,702 at 4% or $20,468 at 6%. |
| 2000 | 1 | 135 | $4,074,808 | $360,272 | $2,669iApproximate average salary by contribution assumption: employee only about $66,717 at 4% or $44,478 at 6%; with 50% employer match about $44,478 at 4% or $29,652 at 6%; with 100% employer match about $33,359 at 4% or $22,239 at 6%. |
| The David & Margaret Home Inc. 401K Retirement Savings Plan | - | 135 | $4,074,808 | $360,272 | $2,669iApproximate average salary by contribution assumption: employee only about $66,717 at 4% or $44,478 at 6%; with 50% employer match about $44,478 at 4% or $29,652 at 6%; with 100% employer match about $33,359 at 4% or $22,239 at 6%. |
| 1999 | 1 | 145 | $4,354,086 | $441,556 | $3,045iApproximate average salary by contribution assumption: employee only about $76,130 at 4% or $50,754 at 6%; with 50% employer match about $50,754 at 4% or $33,836 at 6%; with 100% employer match about $38,065 at 4% or $25,377 at 6%. |
| The David & Margaret Home Inc. 401K Retirement Savings Plan | - | 145 | $4,354,086 | $441,556 | $3,045iApproximate average salary by contribution assumption: employee only about $76,130 at 4% or $50,754 at 6%; with 50% employer match about $50,754 at 4% or $33,836 at 6%; with 100% employer match about $38,065 at 4% or $25,377 at 6%. |