Davis Insurance Agency
Plan context: Davis Insurance Agency 401K Profit Sharing Plan
EIN 01-0446060 • 4 filings • 1 plans
Current Snapshot
Latest Year
2002
2002 Participants
9
2002 Assets
$628,232
2002 Contributions
$39,951
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 0 | $0 | $39,951 | - |
| Davis Insurance Agency 401K Profit Sharing Plan | - | 0 | - | $39,951 | - |
| 2001 | 1 | 9 | $628,232 | $47,879 | $5,320iApproximate average salary by contribution assumption: employee only about $132,997 at 4% or $88,665 at 6%; with 50% employer match about $88,665 at 4% or $59,110 at 6%; with 100% employer match about $66,499 at 4% or $44,332 at 6%. |
| Davis Insurance Agency 401K Profit Sharing Plan | - | 9 | $628,232 | $47,879 | $5,320iApproximate average salary by contribution assumption: employee only about $132,997 at 4% or $88,665 at 6%; with 50% employer match about $88,665 at 4% or $59,110 at 6%; with 100% employer match about $66,499 at 4% or $44,332 at 6%. |
| 2000 | 1 | 10 | $603,342 | $39,425 | $3,943iApproximate average salary by contribution assumption: employee only about $98,563 at 4% or $65,708 at 6%; with 50% employer match about $65,708 at 4% or $43,806 at 6%; with 100% employer match about $49,281 at 4% or $32,854 at 6%. |
| Davis Insurance Agency 401K Profit Sharing Plan | - | 10 | $603,342 | $39,425 | $3,943iApproximate average salary by contribution assumption: employee only about $98,563 at 4% or $65,708 at 6%; with 50% employer match about $65,708 at 4% or $43,806 at 6%; with 100% employer match about $49,281 at 4% or $32,854 at 6%. |
| 1999 | 1 | 8 | $558,871 | $33,014 | $4,127iApproximate average salary by contribution assumption: employee only about $103,169 at 4% or $68,779 at 6%; with 50% employer match about $68,779 at 4% or $45,853 at 6%; with 100% employer match about $51,584 at 4% or $34,390 at 6%. |
| Davis Insurance Agency 401K Profit Sharing Plan | - | 8 | $558,871 | $33,014 | $4,127iApproximate average salary by contribution assumption: employee only about $103,169 at 4% or $68,779 at 6%; with 50% employer match about $68,779 at 4% or $45,853 at 6%; with 100% employer match about $51,584 at 4% or $34,390 at 6%. |