Civic Intelligence

Jonathan M. Davis, DMD

Plan context: Jonathan M. Davis, DMD Profit Sharing Plan

EIN 04-2796794 • Needham, MA • 28 filings • 7 plans

1410 Highland Ave Ste 203Needham, MA 02492-2617
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$7,635,389

2024 Contributions

$6,253

Historical Graphs

Total Assets Over Time

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

$7,635,389$3,817,695$0199920132024YearValue
$7,635,389Latest 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
5Latest 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
202415$7,635,389$6,253$1,251iApproximate average salary by contribution assumption: employee only about $31,265 at 4% or $20,843 at 6%; with 50% employer match about $20,843 at 4% or $13,896 at 6%; with 100% employer match about $15,632 at 4% or $10,422 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-5$7,635,389$6,253$1,251iApproximate average salary by contribution assumption: employee only about $31,265 at 4% or $20,843 at 6%; with 50% employer match about $20,843 at 4% or $13,896 at 6%; with 100% employer match about $15,632 at 4% or $10,422 at 6%.
202315$6,733,881$124,093$24,819iApproximate average salary by contribution assumption: employee only about $620,465 at 4% or $413,643 at 6%; with 50% employer match about $413,643 at 4% or $275,762 at 6%; with 100% employer match about $310,233 at 4% or $206,822 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-5$6,733,881$124,093$24,819iApproximate average salary by contribution assumption: employee only about $620,465 at 4% or $413,643 at 6%; with 50% employer match about $413,643 at 4% or $275,762 at 6%; with 100% employer match about $310,233 at 4% or $206,822 at 6%.
202215$5,977,046$120,443$24,089iApproximate average salary by contribution assumption: employee only about $602,215 at 4% or $401,477 at 6%; with 50% employer match about $401,477 at 4% or $267,651 at 6%; with 100% employer match about $301,108 at 4% or $200,738 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-5$5,977,046$120,443$24,089iApproximate average salary by contribution assumption: employee only about $602,215 at 4% or $401,477 at 6%; with 50% employer match about $401,477 at 4% or $267,651 at 6%; with 100% employer match about $301,108 at 4% or $200,738 at 6%.
202115$6,298,292$113,738$22,748iApproximate average salary by contribution assumption: employee only about $568,690 at 4% or $379,127 at 6%; with 50% employer match about $379,127 at 4% or $252,751 at 6%; with 100% employer match about $284,345 at 4% or $189,563 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-5$6,298,292$113,738$22,748iApproximate average salary by contribution assumption: employee only about $568,690 at 4% or $379,127 at 6%; with 50% employer match about $379,127 at 4% or $252,751 at 6%; with 100% employer match about $284,345 at 4% or $189,563 at 6%.
202014$5,622,536$0-
Jonathan M. Davis, DMD Profit Sharing Plan-4$5,622,536--
201914$5,003,284$85,027$21,257iApproximate average salary by contribution assumption: employee only about $531,419 at 4% or $354,279 at 6%; with 50% employer match about $354,279 at 4% or $236,186 at 6%; with 100% employer match about $265,709 at 4% or $177,140 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-4$5,003,284$85,027$21,257iApproximate average salary by contribution assumption: employee only about $531,419 at 4% or $354,279 at 6%; with 50% employer match about $354,279 at 4% or $236,186 at 6%; with 100% employer match about $265,709 at 4% or $177,140 at 6%.
201814$4,223,315$84,225$21,056iApproximate average salary by contribution assumption: employee only about $526,406 at 4% or $350,938 at 6%; with 50% employer match about $350,938 at 4% or $233,958 at 6%; with 100% employer match about $263,203 at 4% or $175,469 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-4$4,223,315$84,225$21,056iApproximate average salary by contribution assumption: employee only about $526,406 at 4% or $350,938 at 6%; with 50% employer match about $350,938 at 4% or $233,958 at 6%; with 100% employer match about $263,203 at 4% or $175,469 at 6%.
201714$4,381,667$79,954$19,989iApproximate average salary by contribution assumption: employee only about $499,713 at 4% or $333,142 at 6%; with 50% employer match about $333,142 at 4% or $222,094 at 6%; with 100% employer match about $249,856 at 4% or $166,571 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-4$4,381,667$79,954$19,989iApproximate average salary by contribution assumption: employee only about $499,713 at 4% or $333,142 at 6%; with 50% employer match about $333,142 at 4% or $222,094 at 6%; with 100% employer match about $249,856 at 4% or $166,571 at 6%.
201614$4,072,151$70,043$17,511iApproximate average salary by contribution assumption: employee only about $437,769 at 4% or $291,846 at 6%; with 50% employer match about $291,846 at 4% or $194,564 at 6%; with 100% employer match about $218,884 at 4% or $145,923 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-4$4,072,151$70,043$17,511iApproximate average salary by contribution assumption: employee only about $437,769 at 4% or $291,846 at 6%; with 50% employer match about $291,846 at 4% or $194,564 at 6%; with 100% employer match about $218,884 at 4% or $145,923 at 6%.
201514$3,647,106$72,714$18,179iApproximate average salary by contribution assumption: employee only about $454,463 at 4% or $302,975 at 6%; with 50% employer match about $302,975 at 4% or $201,983 at 6%; with 100% employer match about $227,231 at 4% or $151,488 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-4$3,647,106$72,714$18,179iApproximate average salary by contribution assumption: employee only about $454,463 at 4% or $302,975 at 6%; with 50% employer match about $302,975 at 4% or $201,983 at 6%; with 100% employer match about $227,231 at 4% or $151,488 at 6%.
201414$3,626,476$77,771$19,443iApproximate average salary by contribution assumption: employee only about $486,069 at 4% or $324,046 at 6%; with 50% employer match about $324,046 at 4% or $216,031 at 6%; with 100% employer match about $243,034 at 4% or $162,023 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-4$3,626,476$77,771$19,443iApproximate average salary by contribution assumption: employee only about $486,069 at 4% or $324,046 at 6%; with 50% employer match about $324,046 at 4% or $216,031 at 6%; with 100% employer match about $243,034 at 4% or $162,023 at 6%.
201313$3,388,581$62,813$20,938iApproximate average salary by contribution assumption: employee only about $523,442 at 4% or $348,961 at 6%; with 50% employer match about $348,961 at 4% or $232,641 at 6%; with 100% employer match about $261,721 at 4% or $174,481 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-3$3,388,581$62,813$20,938iApproximate average salary by contribution assumption: employee only about $523,442 at 4% or $348,961 at 6%; with 50% employer match about $348,961 at 4% or $232,641 at 6%; with 100% employer match about $261,721 at 4% or $174,481 at 6%.
201213$2,844,342$62,990$20,997iApproximate average salary by contribution assumption: employee only about $524,917 at 4% or $349,944 at 6%; with 50% employer match about $349,944 at 4% or $233,296 at 6%; with 100% employer match about $262,458 at 4% or $174,972 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-3$2,844,342$62,990$20,997iApproximate average salary by contribution assumption: employee only about $524,917 at 4% or $349,944 at 6%; with 50% employer match about $349,944 at 4% or $233,296 at 6%; with 100% employer match about $262,458 at 4% or $174,972 at 6%.
201112$2,498,916$58,660$29,330iApproximate average salary by contribution assumption: employee only about $733,250 at 4% or $488,833 at 6%; with 50% employer match about $488,833 at 4% or $325,889 at 6%; with 100% employer match about $366,625 at 4% or $244,417 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-2$2,498,916$58,660$29,330iApproximate average salary by contribution assumption: employee only about $733,250 at 4% or $488,833 at 6%; with 50% employer match about $488,833 at 4% or $325,889 at 6%; with 100% employer match about $366,625 at 4% or $244,417 at 6%.
201012$2,501,324$152,202$76,101iApproximate average salary by contribution assumption: employee only about $1,902,525 at 4% or $1,268,350 at 6%; with 50% employer match about $1,268,350 at 4% or $845,567 at 6%; with 100% employer match about $951,263 at 4% or $634,175 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-2$2,501,324$152,202$76,101iApproximate average salary by contribution assumption: employee only about $1,902,525 at 4% or $1,268,350 at 6%; with 50% employer match about $1,268,350 at 4% or $845,567 at 6%; with 100% employer match about $951,263 at 4% or $634,175 at 6%.
200912$2,083,779$58,411$29,206iApproximate average salary by contribution assumption: employee only about $730,138 at 4% or $486,758 at 6%; with 50% employer match about $486,758 at 4% or $324,506 at 6%; with 100% employer match about $365,069 at 4% or $243,379 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-2$2,083,779$58,411$29,206iApproximate average salary by contribution assumption: employee only about $730,138 at 4% or $486,758 at 6%; with 50% employer match about $486,758 at 4% or $324,506 at 6%; with 100% employer match about $365,069 at 4% or $243,379 at 6%.
200812$0$55,400$27,700iApproximate average salary by contribution assumption: employee only about $692,500 at 4% or $461,667 at 6%; with 50% employer match about $461,667 at 4% or $307,778 at 6%; with 100% employer match about $346,250 at 4% or $230,833 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-2-$55,400$27,700iApproximate average salary by contribution assumption: employee only about $692,500 at 4% or $461,667 at 6%; with 50% employer match about $461,667 at 4% or $307,778 at 6%; with 100% employer match about $346,250 at 4% or $230,833 at 6%.
200712$2,099,216$53,820$26,910iApproximate average salary by contribution assumption: employee only about $672,750 at 4% or $448,500 at 6%; with 50% employer match about $448,500 at 4% or $299,000 at 6%; with 100% employer match about $336,375 at 4% or $224,250 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-2$2,099,216$53,820$26,910iApproximate average salary by contribution assumption: employee only about $672,750 at 4% or $448,500 at 6%; with 50% employer match about $448,500 at 4% or $299,000 at 6%; with 100% employer match about $336,375 at 4% or $224,250 at 6%.
200612$1,873,829$53,227$26,614iApproximate average salary by contribution assumption: employee only about $665,338 at 4% or $443,558 at 6%; with 50% employer match about $443,558 at 4% or $295,706 at 6%; with 100% employer match about $332,669 at 4% or $221,779 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-2$1,873,829$53,227$26,614iApproximate average salary by contribution assumption: employee only about $665,338 at 4% or $443,558 at 6%; with 50% employer match about $443,558 at 4% or $295,706 at 6%; with 100% employer match about $332,669 at 4% or $221,779 at 6%.
200512$1,621,660$50,454$25,227iApproximate average salary by contribution assumption: employee only about $630,675 at 4% or $420,450 at 6%; with 50% employer match about $420,450 at 4% or $280,300 at 6%; with 100% employer match about $315,338 at 4% or $210,225 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-2$1,621,660$50,454$25,227iApproximate average salary by contribution assumption: employee only about $630,675 at 4% or $420,450 at 6%; with 50% employer match about $420,450 at 4% or $280,300 at 6%; with 100% employer match about $315,338 at 4% or $210,225 at 6%.
200412$1,424,380$49,282$24,641iApproximate average salary by contribution assumption: employee only about $616,025 at 4% or $410,683 at 6%; with 50% employer match about $410,683 at 4% or $273,789 at 6%; with 100% employer match about $308,013 at 4% or $205,342 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-2$1,424,380$49,282$24,641iApproximate average salary by contribution assumption: employee only about $616,025 at 4% or $410,683 at 6%; with 50% employer match about $410,683 at 4% or $273,789 at 6%; with 100% employer match about $308,013 at 4% or $205,342 at 6%.
200312$1,250,822$48,835$24,418iApproximate average salary by contribution assumption: employee only about $610,438 at 4% or $406,958 at 6%; with 50% employer match about $406,958 at 4% or $271,306 at 6%; with 100% employer match about $305,219 at 4% or $203,479 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-2$1,250,822$48,835$24,418iApproximate average salary by contribution assumption: employee only about $610,438 at 4% or $406,958 at 6%; with 50% employer match about $406,958 at 4% or $271,306 at 6%; with 100% employer match about $305,219 at 4% or $203,479 at 6%.
200222$985,661$49,450$24,725iApproximate average salary by contribution assumption: employee only about $618,125 at 4% or $412,083 at 6%; with 50% employer match about $412,083 at 4% or $274,722 at 6%; with 100% employer match about $309,063 at 4% or $206,042 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-2$985,661$49,450$24,725iApproximate average salary by contribution assumption: employee only about $618,125 at 4% or $412,083 at 6%; with 50% employer match about $412,083 at 4% or $274,722 at 6%; with 100% employer match about $309,063 at 4% or $206,042 at 6%.
Jonathan M. Davis, DMD Money Purchase Pension Plan-0---
200122$0$0-
Jonathan M. Davis, DMD Money Purchase Pension Plan-2---
Jonathan M. Davis, DMD Profit Sharing Plan-2---
199922$843,305$38,142$19,071iApproximate average salary by contribution assumption: employee only about $476,775 at 4% or $317,850 at 6%; with 50% employer match about $317,850 at 4% or $211,900 at 6%; with 100% employer match about $238,388 at 4% or $158,925 at 6%.
Jonathan M. Davis, DMD Profit Sharing Plan-2$727,968$22,885$11,443iApproximate average salary by contribution assumption: employee only about $286,063 at 4% or $190,708 at 6%; with 50% employer match about $190,708 at 4% or $127,139 at 6%; with 100% employer match about $143,031 at 4% or $95,354 at 6%.
Jonathan M. Davis, DMD Money Purchase Pension Plan-2$115,337$15,257$7,629iApproximate average salary by contribution assumption: employee only about $190,713 at 4% or $127,142 at 6%; with 50% employer match about $127,142 at 4% or $84,761 at 6%; with 100% employer match about $95,356 at 4% or $63,571 at 6%.