Kauffman & Davis PC
Plan context: Kauffman Davis PC 401 K Profit Sharing Plan Trust
EIN 04-2759944 • Boston, MA • 25 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$1,891,248
2025 Contributions
$159,866
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $1,891,248 | $159,866 | $17,763iApproximate average salary by contribution assumption: employee only about $444,072 at 4% or $296,048 at 6%; with 50% employer match about $296,048 at 4% or $197,365 at 6%; with 100% employer match about $222,036 at 4% or $148,024 at 6%. |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 9 | $1,891,248 | $159,866 | $17,763iApproximate average salary by contribution assumption: employee only about $444,072 at 4% or $296,048 at 6%; with 50% employer match about $296,048 at 4% or $197,365 at 6%; with 100% employer match about $222,036 at 4% or $148,024 at 6%. |
| 2024 | 1 | 7 | $1,573,632 | $96,592 | $13,799iApproximate average salary by contribution assumption: employee only about $344,971 at 4% or $229,981 at 6%; with 50% employer match about $229,981 at 4% or $153,321 at 6%; with 100% employer match about $172,486 at 4% or $114,990 at 6%. |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 7 | $1,573,632 | $96,592 | $13,799iApproximate average salary by contribution assumption: employee only about $344,971 at 4% or $229,981 at 6%; with 50% employer match about $229,981 at 4% or $153,321 at 6%; with 100% employer match about $172,486 at 4% or $114,990 at 6%. |
| 2023 | 1 | 7 | $1,374,520 | $146,190 | $20,884iApproximate average salary by contribution assumption: employee only about $522,107 at 4% or $348,071 at 6%; with 50% employer match about $348,071 at 4% or $232,048 at 6%; with 100% employer match about $261,054 at 4% or $174,036 at 6%. |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 7 | $1,374,520 | $146,190 | $20,884iApproximate average salary by contribution assumption: employee only about $522,107 at 4% or $348,071 at 6%; with 50% employer match about $348,071 at 4% or $232,048 at 6%; with 100% employer match about $261,054 at 4% or $174,036 at 6%. |
| 2022 | 1 | 8 | $1,144,145 | $137,276 | $17,160iApproximate average salary by contribution assumption: employee only about $428,988 at 4% or $285,992 at 6%; with 50% employer match about $285,992 at 4% or $190,661 at 6%; with 100% employer match about $214,494 at 4% or $142,996 at 6%. |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 8 | $1,144,145 | $137,276 | $17,160iApproximate average salary by contribution assumption: employee only about $428,988 at 4% or $285,992 at 6%; with 50% employer match about $285,992 at 4% or $190,661 at 6%; with 100% employer match about $214,494 at 4% or $142,996 at 6%. |
| 2021 | 1 | 10 | $1,100,503 | $93,502 | $9,350iApproximate average salary by contribution assumption: employee only about $233,755 at 4% or $155,837 at 6%; with 50% employer match about $155,837 at 4% or $103,891 at 6%; with 100% employer match about $116,878 at 4% or $77,918 at 6%. |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 10 | $1,100,503 | $93,502 | $9,350iApproximate average salary by contribution assumption: employee only about $233,755 at 4% or $155,837 at 6%; with 50% employer match about $155,837 at 4% or $103,891 at 6%; with 100% employer match about $116,878 at 4% or $77,918 at 6%. |
| 2020 | 1 | 9 | $951,767 | $86,078 | $9,564iApproximate average salary by contribution assumption: employee only about $239,106 at 4% or $159,404 at 6%; with 50% employer match about $159,404 at 4% or $106,269 at 6%; with 100% employer match about $119,553 at 4% or $79,702 at 6%. |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 9 | $951,767 | $86,078 | $9,564iApproximate average salary by contribution assumption: employee only about $239,106 at 4% or $159,404 at 6%; with 50% employer match about $159,404 at 4% or $106,269 at 6%; with 100% employer match about $119,553 at 4% or $79,702 at 6%. |
| 2019 | 1 | 9 | $842,793 | $127,731 | $14,192iApproximate average salary by contribution assumption: employee only about $354,808 at 4% or $236,539 at 6%; with 50% employer match about $236,539 at 4% or $157,693 at 6%; with 100% employer match about $177,404 at 4% or $118,269 at 6%. |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 9 | $842,793 | $127,731 | $14,192iApproximate average salary by contribution assumption: employee only about $354,808 at 4% or $236,539 at 6%; with 50% employer match about $236,539 at 4% or $157,693 at 6%; with 100% employer match about $177,404 at 4% or $118,269 at 6%. |
| 2018 | 1 | 8 | $739,088 | $96,304 | $12,038iApproximate average salary by contribution assumption: employee only about $300,950 at 4% or $200,633 at 6%; with 50% employer match about $200,633 at 4% or $133,756 at 6%; with 100% employer match about $150,475 at 4% or $100,317 at 6%. |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 8 | $739,088 | $96,304 | $12,038iApproximate average salary by contribution assumption: employee only about $300,950 at 4% or $200,633 at 6%; with 50% employer match about $200,633 at 4% or $133,756 at 6%; with 100% employer match about $150,475 at 4% or $100,317 at 6%. |
| 2017 | 1 | 9 | $1,095,347 | $63,909 | $7,101iApproximate average salary by contribution assumption: employee only about $177,525 at 4% or $118,350 at 6%; with 50% employer match about $118,350 at 4% or $78,900 at 6%; with 100% employer match about $88,763 at 4% or $59,175 at 6%. |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 9 | $1,095,347 | $63,909 | $7,101iApproximate average salary by contribution assumption: employee only about $177,525 at 4% or $118,350 at 6%; with 50% employer match about $118,350 at 4% or $78,900 at 6%; with 100% employer match about $88,763 at 4% or $59,175 at 6%. |
| 2016 | 1 | 8 | $899,968 | $45,490 | $5,686iApproximate average salary by contribution assumption: employee only about $142,156 at 4% or $94,771 at 6%; with 50% employer match about $94,771 at 4% or $63,181 at 6%; with 100% employer match about $71,078 at 4% or $47,385 at 6%. |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 8 | $899,968 | $45,490 | $5,686iApproximate average salary by contribution assumption: employee only about $142,156 at 4% or $94,771 at 6%; with 50% employer match about $94,771 at 4% or $63,181 at 6%; with 100% employer match about $71,078 at 4% or $47,385 at 6%. |
| 2015 | 1 | 9 | $813,459 | $46,250 | $5,139iApproximate average salary by contribution assumption: employee only about $128,472 at 4% or $85,648 at 6%; with 50% employer match about $85,648 at 4% or $57,099 at 6%; with 100% employer match about $64,236 at 4% or $42,824 at 6%. |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 9 | $813,459 | $46,250 | $5,139iApproximate average salary by contribution assumption: employee only about $128,472 at 4% or $85,648 at 6%; with 50% employer match about $85,648 at 4% or $57,099 at 6%; with 100% employer match about $64,236 at 4% or $42,824 at 6%. |
| 2014 | 1 | 10 | $764,001 | $45,070 | $4,507iApproximate average salary by contribution assumption: employee only about $112,675 at 4% or $75,117 at 6%; with 50% employer match about $75,117 at 4% or $50,078 at 6%; with 100% employer match about $56,338 at 4% or $37,558 at 6%. |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 10 | $764,001 | $45,070 | $4,507iApproximate average salary by contribution assumption: employee only about $112,675 at 4% or $75,117 at 6%; with 50% employer match about $75,117 at 4% or $50,078 at 6%; with 100% employer match about $56,338 at 4% or $37,558 at 6%. |
| 2013 | 1 | 8 | $853,525 | $48,719 | $6,090iApproximate average salary by contribution assumption: employee only about $152,247 at 4% or $101,498 at 6%; with 50% employer match about $101,498 at 4% or $67,665 at 6%; with 100% employer match about $76,123 at 4% or $50,749 at 6%. |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 8 | $853,525 | $48,719 | $6,090iApproximate average salary by contribution assumption: employee only about $152,247 at 4% or $101,498 at 6%; with 50% employer match about $101,498 at 4% or $67,665 at 6%; with 100% employer match about $76,123 at 4% or $50,749 at 6%. |
| 2012 | 1 | 9 | $856,442 | $50,731 | $5,637iApproximate average salary by contribution assumption: employee only about $140,919 at 4% or $93,946 at 6%; with 50% employer match about $93,946 at 4% or $62,631 at 6%; with 100% employer match about $70,460 at 4% or $46,973 at 6%. |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 9 | $856,442 | $50,731 | $5,637iApproximate average salary by contribution assumption: employee only about $140,919 at 4% or $93,946 at 6%; with 50% employer match about $93,946 at 4% or $62,631 at 6%; with 100% employer match about $70,460 at 4% or $46,973 at 6%. |
| 2011 | 1 | 9 | $742,362 | $55,966 | $6,218iApproximate average salary by contribution assumption: employee only about $155,461 at 4% or $103,641 at 6%; with 50% employer match about $103,641 at 4% or $69,094 at 6%; with 100% employer match about $77,731 at 4% or $51,820 at 6%. |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 9 | $742,362 | $55,966 | $6,218iApproximate average salary by contribution assumption: employee only about $155,461 at 4% or $103,641 at 6%; with 50% employer match about $103,641 at 4% or $69,094 at 6%; with 100% employer match about $77,731 at 4% or $51,820 at 6%. |
| 2009 | 1 | 7 | $576,710 | $62,486 | $8,927iApproximate average salary by contribution assumption: employee only about $223,164 at 4% or $148,776 at 6%; with 50% employer match about $148,776 at 4% or $99,184 at 6%; with 100% employer match about $111,582 at 4% or $74,388 at 6%. |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 7 | $576,710 | $62,486 | $8,927iApproximate average salary by contribution assumption: employee only about $223,164 at 4% or $148,776 at 6%; with 50% employer match about $148,776 at 4% or $99,184 at 6%; with 100% employer match about $111,582 at 4% or $74,388 at 6%. |
| 2008 | 1 | 8 | $0 | $0 | - |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 8 | - | - | - |
| 2007 | 1 | 7 | $0 | $0 | - |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 7 | - | - | - |
| 2006 | 1 | 7 | $562,455 | $63,725 | $9,104iApproximate average salary by contribution assumption: employee only about $227,589 at 4% or $151,726 at 6%; with 50% employer match about $151,726 at 4% or $101,151 at 6%; with 100% employer match about $113,795 at 4% or $75,863 at 6%. |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 7 | $562,455 | $63,725 | $9,104iApproximate average salary by contribution assumption: employee only about $227,589 at 4% or $151,726 at 6%; with 50% employer match about $151,726 at 4% or $101,151 at 6%; with 100% employer match about $113,795 at 4% or $75,863 at 6%. |
| 2005 | 1 | 4 | $395,171 | $53,967 | $13,492iApproximate average salary by contribution assumption: employee only about $337,294 at 4% or $224,863 at 6%; with 50% employer match about $224,863 at 4% or $149,908 at 6%; with 100% employer match about $168,647 at 4% or $112,431 at 6%. |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 4 | $395,171 | $53,967 | $13,492iApproximate average salary by contribution assumption: employee only about $337,294 at 4% or $224,863 at 6%; with 50% employer match about $224,863 at 4% or $149,908 at 6%; with 100% employer match about $168,647 at 4% or $112,431 at 6%. |
| 2004 | 1 | 4 | $286,386 | $33,989 | $8,497iApproximate average salary by contribution assumption: employee only about $212,431 at 4% or $141,621 at 6%; with 50% employer match about $141,621 at 4% or $94,414 at 6%; with 100% employer match about $106,216 at 4% or $70,810 at 6%. |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 4 | $286,386 | $33,989 | $8,497iApproximate average salary by contribution assumption: employee only about $212,431 at 4% or $141,621 at 6%; with 50% employer match about $141,621 at 4% or $94,414 at 6%; with 100% employer match about $106,216 at 4% or $70,810 at 6%. |
| 2003 | 1 | 5 | $0 | $0 | - |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 5 | - | - | - |
| 2002 | 1 | 5 | $257,635 | $29,667 | $5,933iApproximate average salary by contribution assumption: employee only about $148,335 at 4% or $98,890 at 6%; with 50% employer match about $98,890 at 4% or $65,927 at 6%; with 100% employer match about $74,168 at 4% or $49,445 at 6%. |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 5 | $257,635 | $29,667 | $5,933iApproximate average salary by contribution assumption: employee only about $148,335 at 4% or $98,890 at 6%; with 50% employer match about $98,890 at 4% or $65,927 at 6%; with 100% employer match about $74,168 at 4% or $49,445 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 3 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Kauffman Davis PC 401 K Profit Sharing Plan Trust | - | 4 | - | - | - |