Civic Intelligence

Kelly T. Davis, CPA, P.A.

Plan context: Kelly T. Davis, CPA, P.A. 401(K) Profit Sharing Plan & Trust

EIN 06-1649564 • Overland Park, KS • 13 filings • 5 plans

12701 Metcalf Avenue Suite 202Overland Park, KS 66213
Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$594,266

2016 Contributions

$206,243

Historical Graphs

Total Assets Over Time

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

$594,266$297,133$0200520112016YearValue
$594,266Latest year 2016

Participants Over Time

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

630200520112016YearValue
4Latest year 2016

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
201624$594,266$206,243$51,561iApproximate average salary by contribution assumption: employee only about $1,289,019 at 4% or $859,346 at 6%; with 50% employer match about $859,346 at 4% or $572,897 at 6%; with 100% employer match about $644,509 at 4% or $429,673 at 6%.
Kelly T. Davis, CPA, P.A. 401(K) Profit Sharing Plan & Trust-4$594,266$206,243$51,561iApproximate average salary by contribution assumption: employee only about $1,289,019 at 4% or $859,346 at 6%; with 50% employer match about $859,346 at 4% or $572,897 at 6%; with 100% employer match about $644,509 at 4% or $429,673 at 6%.
Kelly T. Davis, CPA, P.A. 401(K) Profit Sharing Plan & Trust-0$0$0-
201514$357,296$56,892$14,223iApproximate average salary by contribution assumption: employee only about $355,575 at 4% or $237,050 at 6%; with 50% employer match about $237,050 at 4% or $158,033 at 6%; with 100% employer match about $177,788 at 4% or $118,525 at 6%.
Kelly T. Davis, CPA, P.A. 401(K) Profit Sharing Plan & Trust-4$357,296$56,892$14,223iApproximate average salary by contribution assumption: employee only about $355,575 at 4% or $237,050 at 6%; with 50% employer match about $237,050 at 4% or $158,033 at 6%; with 100% employer match about $177,788 at 4% or $118,525 at 6%.
201415$314,148$45,907$9,181iApproximate average salary by contribution assumption: employee only about $229,535 at 4% or $153,023 at 6%; with 50% employer match about $153,023 at 4% or $102,016 at 6%; with 100% employer match about $114,768 at 4% or $76,512 at 6%.
Kelly T. Davis, CPA, P.A. 401(K) Profit Sharing Plan & Trust-5$314,148$45,907$9,181iApproximate average salary by contribution assumption: employee only about $229,535 at 4% or $153,023 at 6%; with 50% employer match about $153,023 at 4% or $102,016 at 6%; with 100% employer match about $114,768 at 4% or $76,512 at 6%.
201314$515,334$54,857$13,714iApproximate average salary by contribution assumption: employee only about $342,856 at 4% or $228,571 at 6%; with 50% employer match about $228,571 at 4% or $152,381 at 6%; with 100% employer match about $171,428 at 4% or $114,285 at 6%.
Kelly T. Davis, CPA, P.A. 401(K) Profit Sharing Plan & Trust-4$515,334$54,857$13,714iApproximate average salary by contribution assumption: employee only about $342,856 at 4% or $228,571 at 6%; with 50% employer match about $228,571 at 4% or $152,381 at 6%; with 100% employer match about $171,428 at 4% or $114,285 at 6%.
201215$404,657$108,400$21,680iApproximate average salary by contribution assumption: employee only about $542,000 at 4% or $361,333 at 6%; with 50% employer match about $361,333 at 4% or $240,889 at 6%; with 100% employer match about $271,000 at 4% or $180,667 at 6%.
Kelly T. Davis, CPA, P.A. 401(K) Profit Sharing Plan & Trust-5$404,657$108,400$21,680iApproximate average salary by contribution assumption: employee only about $542,000 at 4% or $361,333 at 6%; with 50% employer match about $361,333 at 4% or $240,889 at 6%; with 100% employer match about $271,000 at 4% or $180,667 at 6%.
201116$292,193$54,789$9,132iApproximate average salary by contribution assumption: employee only about $228,288 at 4% or $152,192 at 6%; with 50% employer match about $152,192 at 4% or $101,461 at 6%; with 100% employer match about $114,144 at 4% or $76,096 at 6%.
Kelly T. Davis, CPA, P.A. 401(K) Profit Sharing Plan & Trust-6$292,193$54,789$9,132iApproximate average salary by contribution assumption: employee only about $228,288 at 4% or $152,192 at 6%; with 50% employer match about $152,192 at 4% or $101,461 at 6%; with 100% employer match about $114,144 at 4% or $76,096 at 6%.
201016$249,939$49,957$8,326iApproximate average salary by contribution assumption: employee only about $208,154 at 4% or $138,769 at 6%; with 50% employer match about $138,769 at 4% or $92,513 at 6%; with 100% employer match about $104,077 at 4% or $69,385 at 6%.
Kelly T. Davis, CPA, P.A. 401(K) Profit Sharing Plan & Trust-6$249,939$49,957$8,326iApproximate average salary by contribution assumption: employee only about $208,154 at 4% or $138,769 at 6%; with 50% employer match about $138,769 at 4% or $92,513 at 6%; with 100% employer match about $104,077 at 4% or $69,385 at 6%.
200915$183,413$45,295$9,059iApproximate average salary by contribution assumption: employee only about $226,475 at 4% or $150,983 at 6%; with 50% employer match about $150,983 at 4% or $100,656 at 6%; with 100% employer match about $113,238 at 4% or $75,492 at 6%.
Kelly T. Davis, CPA, P.A. 401(K) Profit Sharing Plan & Trust-5$183,413$45,295$9,059iApproximate average salary by contribution assumption: employee only about $226,475 at 4% or $150,983 at 6%; with 50% employer match about $150,983 at 4% or $100,656 at 6%; with 100% employer match about $113,238 at 4% or $75,492 at 6%.
200813$108,514$56,782$18,927iApproximate average salary by contribution assumption: employee only about $473,183 at 4% or $315,456 at 6%; with 50% employer match about $315,456 at 4% or $210,304 at 6%; with 100% employer match about $236,592 at 4% or $157,728 at 6%.
Kelly T. Davis, CPA, P.A. 401(K) Profit Sharing Plan & Trust-3$108,514$56,782$18,927iApproximate average salary by contribution assumption: employee only about $473,183 at 4% or $315,456 at 6%; with 50% employer match about $315,456 at 4% or $210,304 at 6%; with 100% employer match about $236,592 at 4% or $157,728 at 6%.
200713$108,116$53,645$17,882iApproximate average salary by contribution assumption: employee only about $447,042 at 4% or $298,028 at 6%; with 50% employer match about $298,028 at 4% or $198,685 at 6%; with 100% employer match about $223,521 at 4% or $149,014 at 6%.
Kelly T. Davis, CPA, P.A. 401(K) Profit Sharing Plan & Trust-3$108,116$53,645$17,882iApproximate average salary by contribution assumption: employee only about $447,042 at 4% or $298,028 at 6%; with 50% employer match about $298,028 at 4% or $198,685 at 6%; with 100% employer match about $223,521 at 4% or $149,014 at 6%.
200613$49,633$36,848$12,283iApproximate average salary by contribution assumption: employee only about $307,067 at 4% or $204,711 at 6%; with 50% employer match about $204,711 at 4% or $136,474 at 6%; with 100% employer match about $153,533 at 4% or $102,356 at 6%.
Kelly T. Davis, CPA, P.A. 401(K) Profit Sharing Plan & Trust-3$49,633$36,848$12,283iApproximate average salary by contribution assumption: employee only about $307,067 at 4% or $204,711 at 6%; with 50% employer match about $204,711 at 4% or $136,474 at 6%; with 100% employer match about $153,533 at 4% or $102,356 at 6%.
200512$9,718$9,625$4,813iApproximate average salary by contribution assumption: employee only about $120,313 at 4% or $80,208 at 6%; with 50% employer match about $80,208 at 4% or $53,472 at 6%; with 100% employer match about $60,156 at 4% or $40,104 at 6%.
Kelly T. Davis, CPA, P.A. 401(K) Profit Sharing Plan & Trust-2$9,718$9,625$4,813iApproximate average salary by contribution assumption: employee only about $120,313 at 4% or $80,208 at 6%; with 50% employer match about $80,208 at 4% or $53,472 at 6%; with 100% employer match about $60,156 at 4% or $40,104 at 6%.