Civic Intelligence

Kevin Davis Associates Ltd.

Plan context: Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust

EIN 03-0309618 • Ludlow, VT • 26 filings • 4 plans

P.O. Box 419Ludlow, VT 05149
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$242,688

2024 Contributions

$675

Historical Graphs

Total Assets Over Time

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

$1,482,810$741,405$0199920132024YearValue
$242,688Latest year 2024

Participants Over Time

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

530199920122024YearValue
4Latest 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
202414$242,688$675$169iApproximate average salary by contribution assumption: employee only about $4,219 at 4% or $2,813 at 6%; with 50% employer match about $2,813 at 4% or $1,875 at 6%; with 100% employer match about $2,109 at 4% or $1,406 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-4$242,688$675$169iApproximate average salary by contribution assumption: employee only about $4,219 at 4% or $2,813 at 6%; with 50% employer match about $2,813 at 4% or $1,875 at 6%; with 100% employer match about $2,109 at 4% or $1,406 at 6%.
202313$232,635$1,302$434iApproximate average salary by contribution assumption: employee only about $10,850 at 4% or $7,233 at 6%; with 50% employer match about $7,233 at 4% or $4,822 at 6%; with 100% employer match about $5,425 at 4% or $3,617 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-3$232,635$1,302$434iApproximate average salary by contribution assumption: employee only about $10,850 at 4% or $7,233 at 6%; with 50% employer match about $7,233 at 4% or $4,822 at 6%; with 100% employer match about $5,425 at 4% or $3,617 at 6%.
202214$277,448$2,881$720iApproximate average salary by contribution assumption: employee only about $18,006 at 4% or $12,004 at 6%; with 50% employer match about $12,004 at 4% or $8,003 at 6%; with 100% employer match about $9,003 at 4% or $6,002 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-4$277,448$2,881$720iApproximate average salary by contribution assumption: employee only about $18,006 at 4% or $12,004 at 6%; with 50% employer match about $12,004 at 4% or $8,003 at 6%; with 100% employer match about $9,003 at 4% or $6,002 at 6%.
202114$339,357$650$163iApproximate average salary by contribution assumption: employee only about $4,063 at 4% or $2,708 at 6%; with 50% employer match about $2,708 at 4% or $1,806 at 6%; with 100% employer match about $2,031 at 4% or $1,354 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-4$339,357$650$163iApproximate average salary by contribution assumption: employee only about $4,063 at 4% or $2,708 at 6%; with 50% employer match about $2,708 at 4% or $1,806 at 6%; with 100% employer match about $2,031 at 4% or $1,354 at 6%.
202015$318,684$5,563$1,113iApproximate average salary by contribution assumption: employee only about $27,815 at 4% or $18,543 at 6%; with 50% employer match about $18,543 at 4% or $12,362 at 6%; with 100% employer match about $13,907 at 4% or $9,272 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-5$318,684$5,563$1,113iApproximate average salary by contribution assumption: employee only about $27,815 at 4% or $18,543 at 6%; with 50% employer match about $18,543 at 4% or $12,362 at 6%; with 100% employer match about $13,907 at 4% or $9,272 at 6%.
201915$264,827$75,509$15,102iApproximate average salary by contribution assumption: employee only about $377,545 at 4% or $251,697 at 6%; with 50% employer match about $251,697 at 4% or $167,798 at 6%; with 100% employer match about $188,773 at 4% or $125,848 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-5$264,827$75,509$15,102iApproximate average salary by contribution assumption: employee only about $377,545 at 4% or $251,697 at 6%; with 50% employer match about $251,697 at 4% or $167,798 at 6%; with 100% employer match about $188,773 at 4% or $125,848 at 6%.
201815$156,546$5,145$1,029iApproximate average salary by contribution assumption: employee only about $25,725 at 4% or $17,150 at 6%; with 50% employer match about $17,150 at 4% or $11,433 at 6%; with 100% employer match about $12,863 at 4% or $8,575 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-5$156,546$5,145$1,029iApproximate average salary by contribution assumption: employee only about $25,725 at 4% or $17,150 at 6%; with 50% employer match about $17,150 at 4% or $11,433 at 6%; with 100% employer match about $12,863 at 4% or $8,575 at 6%.
201715$165,483$8,088$1,618iApproximate average salary by contribution assumption: employee only about $40,440 at 4% or $26,960 at 6%; with 50% employer match about $26,960 at 4% or $17,973 at 6%; with 100% employer match about $20,220 at 4% or $13,480 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-5$165,483$8,088$1,618iApproximate average salary by contribution assumption: employee only about $40,440 at 4% or $26,960 at 6%; with 50% employer match about $26,960 at 4% or $17,973 at 6%; with 100% employer match about $20,220 at 4% or $13,480 at 6%.
201614$132,121$5,136$1,284iApproximate average salary by contribution assumption: employee only about $32,100 at 4% or $21,400 at 6%; with 50% employer match about $21,400 at 4% or $14,267 at 6%; with 100% employer match about $16,050 at 4% or $10,700 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-4$132,121$5,136$1,284iApproximate average salary by contribution assumption: employee only about $32,100 at 4% or $21,400 at 6%; with 50% employer match about $21,400 at 4% or $14,267 at 6%; with 100% employer match about $16,050 at 4% or $10,700 at 6%.
201513$121,616$3,839$1,280iApproximate average salary by contribution assumption: employee only about $31,992 at 4% or $21,328 at 6%; with 50% employer match about $21,328 at 4% or $14,219 at 6%; with 100% employer match about $15,996 at 4% or $10,664 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-3$121,616$3,839$1,280iApproximate average salary by contribution assumption: employee only about $31,992 at 4% or $21,328 at 6%; with 50% employer match about $21,328 at 4% or $14,219 at 6%; with 100% employer match about $15,996 at 4% or $10,664 at 6%.
201413$131,511$3,065$1,022iApproximate average salary by contribution assumption: employee only about $25,542 at 4% or $17,028 at 6%; with 50% employer match about $17,028 at 4% or $11,352 at 6%; with 100% employer match about $12,771 at 4% or $8,514 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-3$131,511$3,065$1,022iApproximate average salary by contribution assumption: employee only about $25,542 at 4% or $17,028 at 6%; with 50% employer match about $17,028 at 4% or $11,352 at 6%; with 100% employer match about $12,771 at 4% or $8,514 at 6%.
201313$125,383$3,707$1,236iApproximate average salary by contribution assumption: employee only about $30,892 at 4% or $20,594 at 6%; with 50% employer match about $20,594 at 4% or $13,730 at 6%; with 100% employer match about $15,446 at 4% or $10,297 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-3$125,383$3,707$1,236iApproximate average salary by contribution assumption: employee only about $30,892 at 4% or $20,594 at 6%; with 50% employer match about $20,594 at 4% or $13,730 at 6%; with 100% employer match about $15,446 at 4% or $10,297 at 6%.
201213$105,816$3,616$1,205iApproximate average salary by contribution assumption: employee only about $30,133 at 4% or $20,089 at 6%; with 50% employer match about $20,089 at 4% or $13,393 at 6%; with 100% employer match about $15,067 at 4% or $10,044 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-3$105,816$3,616$1,205iApproximate average salary by contribution assumption: employee only about $30,133 at 4% or $20,089 at 6%; with 50% employer match about $20,089 at 4% or $13,393 at 6%; with 100% employer match about $15,067 at 4% or $10,044 at 6%.
201114$1,482,810$9,224$2,306iApproximate average salary by contribution assumption: employee only about $57,650 at 4% or $38,433 at 6%; with 50% employer match about $38,433 at 4% or $25,622 at 6%; with 100% employer match about $28,825 at 4% or $19,217 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-4$1,482,810$9,224$2,306iApproximate average salary by contribution assumption: employee only about $57,650 at 4% or $38,433 at 6%; with 50% employer match about $38,433 at 4% or $25,622 at 6%; with 100% employer match about $28,825 at 4% or $19,217 at 6%.
201014$554,753$18,390$4,598iApproximate average salary by contribution assumption: employee only about $114,938 at 4% or $76,625 at 6%; with 50% employer match about $76,625 at 4% or $51,083 at 6%; with 100% employer match about $57,469 at 4% or $38,313 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-4$554,753$18,390$4,598iApproximate average salary by contribution assumption: employee only about $114,938 at 4% or $76,625 at 6%; with 50% employer match about $76,625 at 4% or $51,083 at 6%; with 100% employer match about $57,469 at 4% or $38,313 at 6%.
200914$491,102$16,790$4,198iApproximate average salary by contribution assumption: employee only about $104,938 at 4% or $69,958 at 6%; with 50% employer match about $69,958 at 4% or $46,639 at 6%; with 100% employer match about $52,469 at 4% or $34,979 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-4$491,102$16,790$4,198iApproximate average salary by contribution assumption: employee only about $104,938 at 4% or $69,958 at 6%; with 50% employer match about $69,958 at 4% or $46,639 at 6%; with 100% employer match about $52,469 at 4% or $34,979 at 6%.
200814$400,703$15,790$3,948iApproximate average salary by contribution assumption: employee only about $98,688 at 4% or $65,792 at 6%; with 50% employer match about $65,792 at 4% or $43,861 at 6%; with 100% employer match about $49,344 at 4% or $32,896 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-4$400,703$15,790$3,948iApproximate average salary by contribution assumption: employee only about $98,688 at 4% or $65,792 at 6%; with 50% employer match about $65,792 at 4% or $43,861 at 6%; with 100% employer match about $49,344 at 4% or $32,896 at 6%.
200713$497,001$28,290$9,430iApproximate average salary by contribution assumption: employee only about $235,750 at 4% or $157,167 at 6%; with 50% employer match about $157,167 at 4% or $104,778 at 6%; with 100% employer match about $117,875 at 4% or $78,583 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-3$497,001$28,290$9,430iApproximate average salary by contribution assumption: employee only about $235,750 at 4% or $157,167 at 6%; with 50% employer match about $157,167 at 4% or $104,778 at 6%; with 100% employer match about $117,875 at 4% or $78,583 at 6%.
200612$469,218$50,353$25,177iApproximate average salary by contribution assumption: employee only about $629,413 at 4% or $419,608 at 6%; with 50% employer match about $419,608 at 4% or $279,739 at 6%; with 100% employer match about $314,706 at 4% or $209,804 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-2$469,218$50,353$25,177iApproximate average salary by contribution assumption: employee only about $629,413 at 4% or $419,608 at 6%; with 50% employer match about $419,608 at 4% or $279,739 at 6%; with 100% employer match about $314,706 at 4% or $209,804 at 6%.
200513$372,475$13,023$4,341iApproximate average salary by contribution assumption: employee only about $108,525 at 4% or $72,350 at 6%; with 50% employer match about $72,350 at 4% or $48,233 at 6%; with 100% employer match about $54,263 at 4% or $36,175 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-3$372,475$13,023$4,341iApproximate average salary by contribution assumption: employee only about $108,525 at 4% or $72,350 at 6%; with 50% employer match about $72,350 at 4% or $48,233 at 6%; with 100% employer match about $54,263 at 4% or $36,175 at 6%.
200414$338,407$57,811$14,453iApproximate average salary by contribution assumption: employee only about $361,319 at 4% or $240,879 at 6%; with 50% employer match about $240,879 at 4% or $160,586 at 6%; with 100% employer match about $180,659 at 4% or $120,440 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-4$338,407$57,811$14,453iApproximate average salary by contribution assumption: employee only about $361,319 at 4% or $240,879 at 6%; with 50% employer match about $240,879 at 4% or $160,586 at 6%; with 100% employer match about $180,659 at 4% or $120,440 at 6%.
200314$0$0-
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-4---
200214$177,986$53,887$13,472iApproximate average salary by contribution assumption: employee only about $336,794 at 4% or $224,529 at 6%; with 50% employer match about $224,529 at 4% or $149,686 at 6%; with 100% employer match about $168,397 at 4% or $112,265 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-4$177,986$53,887$13,472iApproximate average salary by contribution assumption: employee only about $336,794 at 4% or $224,529 at 6%; with 50% employer match about $224,529 at 4% or $149,686 at 6%; with 100% employer match about $168,397 at 4% or $112,265 at 6%.
200112$0$0-
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-2---
200011$115,462$34,040$34,040iApproximate average salary by contribution assumption: employee only about $851,000 at 4% or $567,333 at 6%; with 50% employer match about $567,333 at 4% or $378,222 at 6%; with 100% employer match about $425,500 at 4% or $283,667 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-1$115,462$34,040$34,040iApproximate average salary by contribution assumption: employee only about $851,000 at 4% or $567,333 at 6%; with 50% employer match about $567,333 at 4% or $378,222 at 6%; with 100% employer match about $425,500 at 4% or $283,667 at 6%.
199913$103,883$36,289$12,096iApproximate average salary by contribution assumption: employee only about $302,408 at 4% or $201,606 at 6%; with 50% employer match about $201,606 at 4% or $134,404 at 6%; with 100% employer match about $151,204 at 4% or $100,803 at 6%.
Kevin Davis Associates Ltd. Money Purchase Pension Plan and Trust-3$103,883$36,289$12,096iApproximate average salary by contribution assumption: employee only about $302,408 at 4% or $201,606 at 6%; with 50% employer match about $201,606 at 4% or $134,404 at 6%; with 100% employer match about $151,204 at 4% or $100,803 at 6%.