Civic Intelligence

Owen & Davis PC

Plan context: Owen & Davis PC Defined Benefit Pension Plan

EIN 13-3923831 • 12 filings • 3 plans

Current Snapshot

Latest Year

2004

2004 Participants

3

2004 Assets

$1,215,794

2004 Contributions

$281,206

Historical Graphs

Total Assets Over Time

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

$2,400,066$1,200,033$0199920022003YearValue
$1,215,794Latest year 2003

Participants Over Time

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

21110199920022003YearValue
3Latest year 2003

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
200410$0$0-
Owen & Davis PC Defined Benefit Pension Plan-0---
200323$1,215,794$281,206$93,735iApproximate average salary by contribution assumption: employee only about $2,343,383 at 4% or $1,562,256 at 6%; with 50% employer match about $1,562,256 at 4% or $1,041,504 at 6%; with 100% employer match about $1,171,692 at 4% or $781,128 at 6%.
Owen & Davis PC Defined Benefit Pension Plan-3$1,214,122$281,206$93,735iApproximate average salary by contribution assumption: employee only about $2,343,383 at 4% or $1,562,256 at 6%; with 50% employer match about $1,562,256 at 4% or $1,041,504 at 6%; with 100% employer match about $1,171,692 at 4% or $781,128 at 6%.
Owen & Davis PC 401K Savings Plan-0$1,672--
200233$2,400,066$348,941$116,314iApproximate average salary by contribution assumption: employee only about $2,907,842 at 4% or $1,938,561 at 6%; with 50% employer match about $1,938,561 at 4% or $1,292,374 at 6%; with 100% employer match about $1,453,921 at 4% or $969,281 at 6%.
Owen & Davis PC Defined Benefit Pension Plan-3$921,646$226,877$75,626iApproximate average salary by contribution assumption: employee only about $1,890,642 at 4% or $1,260,428 at 6%; with 50% employer match about $1,260,428 at 4% or $840,285 at 6%; with 100% employer match about $945,321 at 4% or $630,214 at 6%.
Owen & Davis Retirement Trust-2$896,290--
Owen & Davis PC 401K Savings Plan-3$582,130$122,064$40,688iApproximate average salary by contribution assumption: employee only about $1,017,200 at 4% or $678,133 at 6%; with 50% employer match about $678,133 at 4% or $452,089 at 6%; with 100% employer match about $508,600 at 4% or $339,067 at 6%.
2001321$2,330,805$395,722$18,844iApproximate average salary by contribution assumption: employee only about $471,098 at 4% or $314,065 at 6%; with 50% employer match about $314,065 at 4% or $209,377 at 6%; with 100% employer match about $235,549 at 4% or $157,033 at 6%.
Owen & Davis Retirement Trust-16$1,044,929$46,198$2,887iApproximate average salary by contribution assumption: employee only about $72,184 at 4% or $48,123 at 6%; with 50% employer match about $48,123 at 4% or $32,082 at 6%; with 100% employer match about $36,092 at 4% or $24,061 at 6%.
Owen & Davis PC Defined Benefit Pension Plan-7$684,905$224,928$32,133iApproximate average salary by contribution assumption: employee only about $803,314 at 4% or $535,543 at 6%; with 50% employer match about $535,543 at 4% or $357,029 at 6%; with 100% employer match about $401,657 at 4% or $267,771 at 6%.
Owen & Davis PC 401K Savings Plan-21$600,971$124,596$5,933iApproximate average salary by contribution assumption: employee only about $148,329 at 4% or $98,886 at 6%; with 50% employer match about $98,886 at 4% or $65,924 at 6%; with 100% employer match about $74,164 at 4% or $49,443 at 6%.
1999318$2,204,078$300,981$16,721iApproximate average salary by contribution assumption: employee only about $418,029 at 4% or $278,686 at 6%; with 50% employer match about $278,686 at 4% or $185,791 at 6%; with 100% employer match about $209,015 at 4% or $139,343 at 6%.
Owen & Davis Retirement Trust-13$1,431,597$19,424$1,494iApproximate average salary by contribution assumption: employee only about $37,354 at 4% or $24,903 at 6%; with 50% employer match about $24,903 at 4% or $16,602 at 6%; with 100% employer match about $18,677 at 4% or $12,451 at 6%.
Owen & Davis PC 401K Savings Plan-18$552,651$61,727$3,429iApproximate average salary by contribution assumption: employee only about $85,732 at 4% or $57,155 at 6%; with 50% employer match about $57,155 at 4% or $38,103 at 6%; with 100% employer match about $42,866 at 4% or $28,577 at 6%.
Owen & Davis PC Defined Benefit Pension Plan-9$219,830$219,830$24,426iApproximate average salary by contribution assumption: employee only about $610,639 at 4% or $407,093 at 6%; with 50% employer match about $407,093 at 4% or $271,395 at 6%; with 100% employer match about $305,319 at 4% or $203,546 at 6%.