Civic Intelligence

Bert Davis Associates Inc.

Plan context: Bert Davis Associates Inc. Cash or Deferred Profit Sharing Plan

EIN 13-3506084 • New York, NY • 19 filings • 2 plans

555 Fifth Avenue, Suite 302New York, NY 10017
Current Snapshot

Latest Year

2017

2017 Participants

7

2017 Assets

$599,312

2017 Contributions

$78,298

Historical Graphs

Total Assets Over Time

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

$2,547,153$1,273,577$0199920082016YearValue
$599,312Latest year 2016

Participants Over Time

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

1580199920082016YearValue
7Latest 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
201710$0$0-
Bert Davis Associates Inc. Cash or Deferred Profit Sharing Plan-0$0$0-
201617$599,312$78,298$11,185iApproximate average salary by contribution assumption: employee only about $279,636 at 4% or $186,424 at 6%; with 50% employer match about $186,424 at 4% or $124,283 at 6%; with 100% employer match about $139,818 at 4% or $93,212 at 6%.
Bert Davis Associates Inc. Cash or Deferred Profit Sharing Plan-7$599,312$78,298$11,185iApproximate average salary by contribution assumption: employee only about $279,636 at 4% or $186,424 at 6%; with 50% employer match about $186,424 at 4% or $124,283 at 6%; with 100% employer match about $139,818 at 4% or $93,212 at 6%.
2015110$2,044,701$90,038$9,004iApproximate average salary by contribution assumption: employee only about $225,095 at 4% or $150,063 at 6%; with 50% employer match about $150,063 at 4% or $100,042 at 6%; with 100% employer match about $112,547 at 4% or $75,032 at 6%.
Bert Davis Associates Inc. Cash or Deferred Profit Sharing Plan-10$2,044,701$90,038$9,004iApproximate average salary by contribution assumption: employee only about $225,095 at 4% or $150,063 at 6%; with 50% employer match about $150,063 at 4% or $100,042 at 6%; with 100% employer match about $112,547 at 4% or $75,032 at 6%.
2014110$2,547,153$94,212$9,421iApproximate average salary by contribution assumption: employee only about $235,530 at 4% or $157,020 at 6%; with 50% employer match about $157,020 at 4% or $104,680 at 6%; with 100% employer match about $117,765 at 4% or $78,510 at 6%.
Bert Davis Associates Inc. Cash or Deferred Profit Sharing Plan-10$2,547,153$94,212$9,421iApproximate average salary by contribution assumption: employee only about $235,530 at 4% or $157,020 at 6%; with 50% employer match about $157,020 at 4% or $104,680 at 6%; with 100% employer match about $117,765 at 4% or $78,510 at 6%.
2013111$2,428,398$125,050$11,368iApproximate average salary by contribution assumption: employee only about $284,205 at 4% or $189,470 at 6%; with 50% employer match about $189,470 at 4% or $126,313 at 6%; with 100% employer match about $142,102 at 4% or $94,735 at 6%.
Bert Davis Associates Inc. Cash or Deferred Profit Sharing Plan-11$2,428,398$125,050$11,368iApproximate average salary by contribution assumption: employee only about $284,205 at 4% or $189,470 at 6%; with 50% employer match about $189,470 at 4% or $126,313 at 6%; with 100% employer match about $142,102 at 4% or $94,735 at 6%.
201219$1,890,787$25,300$2,811iApproximate average salary by contribution assumption: employee only about $70,278 at 4% or $46,852 at 6%; with 50% employer match about $46,852 at 4% or $31,235 at 6%; with 100% employer match about $35,139 at 4% or $23,426 at 6%.
Bert Davis Associates Inc. Cash or Deferred Profit Sharing Plan-9$1,890,787$25,300$2,811iApproximate average salary by contribution assumption: employee only about $70,278 at 4% or $46,852 at 6%; with 50% employer match about $46,852 at 4% or $31,235 at 6%; with 100% employer match about $35,139 at 4% or $23,426 at 6%.
201119$1,984,257$27,400$3,044iApproximate average salary by contribution assumption: employee only about $76,111 at 4% or $50,741 at 6%; with 50% employer match about $50,741 at 4% or $33,827 at 6%; with 100% employer match about $38,056 at 4% or $25,370 at 6%.
Bert Davis Associates Inc. Cash or Deferred Profit Sharing Plan-9$1,984,257$27,400$3,044iApproximate average salary by contribution assumption: employee only about $76,111 at 4% or $50,741 at 6%; with 50% employer match about $50,741 at 4% or $33,827 at 6%; with 100% employer match about $38,056 at 4% or $25,370 at 6%.
2010113$2,298,530$44,200$3,400iApproximate average salary by contribution assumption: employee only about $85,000 at 4% or $56,667 at 6%; with 50% employer match about $56,667 at 4% or $37,778 at 6%; with 100% employer match about $42,500 at 4% or $28,333 at 6%.
Bert Davis Associates Inc. Cash or Deferred Profit Sharing Plan-13$2,298,530$44,200$3,400iApproximate average salary by contribution assumption: employee only about $85,000 at 4% or $56,667 at 6%; with 50% employer match about $56,667 at 4% or $37,778 at 6%; with 100% employer match about $42,500 at 4% or $28,333 at 6%.
2009113$2,048,541$55,000$4,231iApproximate average salary by contribution assumption: employee only about $105,769 at 4% or $70,513 at 6%; with 50% employer match about $70,513 at 4% or $47,009 at 6%; with 100% employer match about $52,885 at 4% or $35,256 at 6%.
Bert Davis Associates Inc. Cash or Deferred Profit Sharing Plan-13$2,048,541$55,000$4,231iApproximate average salary by contribution assumption: employee only about $105,769 at 4% or $70,513 at 6%; with 50% employer match about $70,513 at 4% or $47,009 at 6%; with 100% employer match about $52,885 at 4% or $35,256 at 6%.
2008110$1,580,672$155,085$15,509iApproximate average salary by contribution assumption: employee only about $387,713 at 4% or $258,475 at 6%; with 50% employer match about $258,475 at 4% or $172,317 at 6%; with 100% employer match about $193,856 at 4% or $129,238 at 6%.
Bert Davis Associates Inc. Cash or Deferred Profit Sharing Plan-10$1,580,672$155,085$15,509iApproximate average salary by contribution assumption: employee only about $387,713 at 4% or $258,475 at 6%; with 50% employer match about $258,475 at 4% or $172,317 at 6%; with 100% employer match about $193,856 at 4% or $129,238 at 6%.
2007110$2,185,542$128,700$12,870iApproximate average salary by contribution assumption: employee only about $321,750 at 4% or $214,500 at 6%; with 50% employer match about $214,500 at 4% or $143,000 at 6%; with 100% employer match about $160,875 at 4% or $107,250 at 6%.
Bert Davis Associates Inc. Cash or Deferred Profit Sharing Plan-10$2,185,542$128,700$12,870iApproximate average salary by contribution assumption: employee only about $321,750 at 4% or $214,500 at 6%; with 50% employer match about $214,500 at 4% or $143,000 at 6%; with 100% employer match about $160,875 at 4% or $107,250 at 6%.
2006110$1,891,652$138,970$13,897iApproximate average salary by contribution assumption: employee only about $347,425 at 4% or $231,617 at 6%; with 50% employer match about $231,617 at 4% or $154,411 at 6%; with 100% employer match about $173,713 at 4% or $115,808 at 6%.
Bert Davis Associates Inc. Cash or Deferred Profit Sharing Plan-10$1,891,652$138,970$13,897iApproximate average salary by contribution assumption: employee only about $347,425 at 4% or $231,617 at 6%; with 50% employer match about $231,617 at 4% or $154,411 at 6%; with 100% employer match about $173,713 at 4% or $115,808 at 6%.
2005110$1,590,648$132,000$13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%.
Bert Davis Associates Inc. Cash or Deferred Profit Sharing Plan-10$1,590,648$132,000$13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%.
200419$1,354,977$108,600$12,067iApproximate average salary by contribution assumption: employee only about $301,667 at 4% or $201,111 at 6%; with 50% employer match about $201,111 at 4% or $134,074 at 6%; with 100% employer match about $150,833 at 4% or $100,556 at 6%.
Bert Davis Associates Inc. Cash or Deferred Profit Sharing Plan-9$1,354,977$108,600$12,067iApproximate average salary by contribution assumption: employee only about $301,667 at 4% or $201,111 at 6%; with 50% employer match about $201,111 at 4% or $134,074 at 6%; with 100% employer match about $150,833 at 4% or $100,556 at 6%.
200318$1,144,963$96,600$12,075iApproximate average salary by contribution assumption: employee only about $301,875 at 4% or $201,250 at 6%; with 50% employer match about $201,250 at 4% or $134,167 at 6%; with 100% employer match about $150,938 at 4% or $100,625 at 6%.
Bert Davis Associates Inc. Cash or Deferred Profit Sharing Plan-8$1,144,963$96,600$12,075iApproximate average salary by contribution assumption: employee only about $301,875 at 4% or $201,250 at 6%; with 50% employer match about $201,250 at 4% or $134,167 at 6%; with 100% employer match about $150,938 at 4% or $100,625 at 6%.
2002110$949,802$83,600$8,360iApproximate average salary by contribution assumption: employee only about $209,000 at 4% or $139,333 at 6%; with 50% employer match about $139,333 at 4% or $92,889 at 6%; with 100% employer match about $104,500 at 4% or $69,667 at 6%.
Bert Davis Associates Inc. Cash or Deferred Profit Sharing Plan-10$949,802$83,600$8,360iApproximate average salary by contribution assumption: employee only about $209,000 at 4% or $139,333 at 6%; with 50% employer match about $139,333 at 4% or $92,889 at 6%; with 100% employer match about $104,500 at 4% or $69,667 at 6%.
2001114$0$0-
Bert Davis Associates Inc. Cash or Deferred Profit Sharing Plan-14---
2000114$1,042,567$98,270$7,019iApproximate average salary by contribution assumption: employee only about $175,482 at 4% or $116,988 at 6%; with 50% employer match about $116,988 at 4% or $77,992 at 6%; with 100% employer match about $87,741 at 4% or $58,494 at 6%.
Bert Davis Associates Inc. Cash or Deferred Profit Sharing Plan-14$1,042,567$98,270$7,019iApproximate average salary by contribution assumption: employee only about $175,482 at 4% or $116,988 at 6%; with 50% employer match about $116,988 at 4% or $77,992 at 6%; with 100% employer match about $87,741 at 4% or $58,494 at 6%.
1999115$1,107,246$94,623$6,308iApproximate average salary by contribution assumption: employee only about $157,705 at 4% or $105,137 at 6%; with 50% employer match about $105,137 at 4% or $70,091 at 6%; with 100% employer match about $78,853 at 4% or $52,568 at 6%.
Bert Davis Associates Inc. Cash or Deferred Profit Sharing Plan-15$1,107,246$94,623$6,308iApproximate average salary by contribution assumption: employee only about $157,705 at 4% or $105,137 at 6%; with 50% employer match about $105,137 at 4% or $70,091 at 6%; with 100% employer match about $78,853 at 4% or $52,568 at 6%.
Bert Davis Associates Inc. | EIN 13-3506084 | 2017 Form 5500 Company Profile