Valerie Davis & Associates
Plan context: Valerie Davis & Associates Money Purchase Pension Plan
EIN 02-0418546 • 1 filings • 1 plans
Current Snapshot
Latest Year
1999
1999 Participants
3
1999 Assets
$517,258
1999 Contributions
$14,132
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 |
|---|---|---|---|---|---|
| 1999 | 1 | 3 | $517,258 | $14,132 | $4,711iApproximate average salary by contribution assumption: employee only about $117,767 at 4% or $78,511 at 6%; with 50% employer match about $78,511 at 4% or $52,341 at 6%; with 100% employer match about $58,883 at 4% or $39,256 at 6%. |
| Valerie Davis & Associates Money Purchase Pension Plan | - | 3 | $517,258 | $14,132 | $4,711iApproximate average salary by contribution assumption: employee only about $117,767 at 4% or $78,511 at 6%; with 50% employer match about $78,511 at 4% or $52,341 at 6%; with 100% employer match about $58,883 at 4% or $39,256 at 6%. |