Civic Intelligence

Davidson, Fink, Cook and Kelly

Plan context: Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust

EIN 16-1116772 • Rochester, NY • 30 filings • 6 plans

400 Meridian Centre BlvdSuite 200Rochester, NY 14618
Current Snapshot

Latest Year

2024

2024 Participants

84

2024 Assets

$14,689,596

2024 Contributions

$893,078

Historical Graphs

Total Assets Over Time

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

$14,689,596$7,344,798$0199920122024YearValue
$14,689,596Latest year 2024

Participants Over Time

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

111560199920122024YearValue
84Latest 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
2024184$14,689,596$893,078$10,632iApproximate average salary by contribution assumption: employee only about $265,797 at 4% or $177,198 at 6%; with 50% employer match about $177,198 at 4% or $118,132 at 6%; with 100% employer match about $132,899 at 4% or $88,599 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-84$14,689,596$893,078$10,632iApproximate average salary by contribution assumption: employee only about $265,797 at 4% or $177,198 at 6%; with 50% employer match about $177,198 at 4% or $118,132 at 6%; with 100% employer match about $132,899 at 4% or $88,599 at 6%.
2023186$13,072,028$582,112$6,769iApproximate average salary by contribution assumption: employee only about $169,219 at 4% or $112,812 at 6%; with 50% employer match about $112,812 at 4% or $75,208 at 6%; with 100% employer match about $84,609 at 4% or $56,406 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-86$13,072,028$582,112$6,769iApproximate average salary by contribution assumption: employee only about $169,219 at 4% or $112,812 at 6%; with 50% employer match about $112,812 at 4% or $75,208 at 6%; with 100% employer match about $84,609 at 4% or $56,406 at 6%.
2022180$11,285,331$481,690$6,021iApproximate average salary by contribution assumption: employee only about $150,528 at 4% or $100,352 at 6%; with 50% employer match about $100,352 at 4% or $66,901 at 6%; with 100% employer match about $75,264 at 4% or $50,176 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-80$11,285,331$481,690$6,021iApproximate average salary by contribution assumption: employee only about $150,528 at 4% or $100,352 at 6%; with 50% employer match about $100,352 at 4% or $66,901 at 6%; with 100% employer match about $75,264 at 4% or $50,176 at 6%.
2021176$13,117,918$533,840$7,024iApproximate average salary by contribution assumption: employee only about $175,605 at 4% or $117,070 at 6%; with 50% employer match about $117,070 at 4% or $78,047 at 6%; with 100% employer match about $87,803 at 4% or $58,535 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-76$13,117,918$533,840$7,024iApproximate average salary by contribution assumption: employee only about $175,605 at 4% or $117,070 at 6%; with 50% employer match about $117,070 at 4% or $78,047 at 6%; with 100% employer match about $87,803 at 4% or $58,535 at 6%.
2020177$11,555,823$557,526$7,241iApproximate average salary by contribution assumption: employee only about $181,015 at 4% or $120,677 at 6%; with 50% employer match about $120,677 at 4% or $80,451 at 6%; with 100% employer match about $90,507 at 4% or $60,338 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-77$11,555,823$557,526$7,241iApproximate average salary by contribution assumption: employee only about $181,015 at 4% or $120,677 at 6%; with 50% employer match about $120,677 at 4% or $80,451 at 6%; with 100% employer match about $90,507 at 4% or $60,338 at 6%.
2019185$10,439,091$692,030$8,142iApproximate average salary by contribution assumption: employee only about $203,538 at 4% or $135,692 at 6%; with 50% employer match about $135,692 at 4% or $90,461 at 6%; with 100% employer match about $101,769 at 4% or $67,846 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-85$10,439,091$692,030$8,142iApproximate average salary by contribution assumption: employee only about $203,538 at 4% or $135,692 at 6%; with 50% employer match about $135,692 at 4% or $90,461 at 6%; with 100% employer match about $101,769 at 4% or $67,846 at 6%.
2018199$9,987,234$783,282$7,912iApproximate average salary by contribution assumption: employee only about $197,798 at 4% or $131,866 at 6%; with 50% employer match about $131,866 at 4% or $87,910 at 6%; with 100% employer match about $98,899 at 4% or $65,933 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-99$9,987,234$783,282$7,912iApproximate average salary by contribution assumption: employee only about $197,798 at 4% or $131,866 at 6%; with 50% employer match about $131,866 at 4% or $87,910 at 6%; with 100% employer match about $98,899 at 4% or $65,933 at 6%.
2017187$10,015,419$1,570,034$18,046iApproximate average salary by contribution assumption: employee only about $451,159 at 4% or $300,773 at 6%; with 50% employer match about $300,773 at 4% or $200,515 at 6%; with 100% employer match about $225,580 at 4% or $150,386 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-87$10,015,419$1,570,034$18,046iApproximate average salary by contribution assumption: employee only about $451,159 at 4% or $300,773 at 6%; with 50% employer match about $300,773 at 4% or $200,515 at 6%; with 100% employer match about $225,580 at 4% or $150,386 at 6%.
20161102$8,555,010$677,153$6,639iApproximate average salary by contribution assumption: employee only about $165,969 at 4% or $110,646 at 6%; with 50% employer match about $110,646 at 4% or $73,764 at 6%; with 100% employer match about $82,984 at 4% or $55,323 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-102$8,555,010$677,153$6,639iApproximate average salary by contribution assumption: employee only about $165,969 at 4% or $110,646 at 6%; with 50% employer match about $110,646 at 4% or $73,764 at 6%; with 100% employer match about $82,984 at 4% or $55,323 at 6%.
20151111$10,687,869$753,743$6,790iApproximate average salary by contribution assumption: employee only about $169,762 at 4% or $113,175 at 6%; with 50% employer match about $113,175 at 4% or $75,450 at 6%; with 100% employer match about $84,881 at 4% or $56,587 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-111$10,687,869$753,743$6,790iApproximate average salary by contribution assumption: employee only about $169,762 at 4% or $113,175 at 6%; with 50% employer match about $113,175 at 4% or $75,450 at 6%; with 100% employer match about $84,881 at 4% or $56,587 at 6%.
2014189$10,224,567$714,231$8,025iApproximate average salary by contribution assumption: employee only about $200,627 at 4% or $133,751 at 6%; with 50% employer match about $133,751 at 4% or $89,167 at 6%; with 100% employer match about $100,313 at 4% or $66,876 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-89$10,224,567$714,231$8,025iApproximate average salary by contribution assumption: employee only about $200,627 at 4% or $133,751 at 6%; with 50% employer match about $133,751 at 4% or $89,167 at 6%; with 100% employer match about $100,313 at 4% or $66,876 at 6%.
2013173$9,098,241$1,177,196$16,126iApproximate average salary by contribution assumption: employee only about $403,149 at 4% or $268,766 at 6%; with 50% employer match about $268,766 at 4% or $179,177 at 6%; with 100% employer match about $201,575 at 4% or $134,383 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-73$9,098,241$1,177,196$16,126iApproximate average salary by contribution assumption: employee only about $403,149 at 4% or $268,766 at 6%; with 50% employer match about $268,766 at 4% or $179,177 at 6%; with 100% employer match about $201,575 at 4% or $134,383 at 6%.
2012149$8,270,631$568,152$11,595iApproximate average salary by contribution assumption: employee only about $289,873 at 4% or $193,249 at 6%; with 50% employer match about $193,249 at 4% or $128,833 at 6%; with 100% employer match about $144,937 at 4% or $96,624 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-49$8,270,631$568,152$11,595iApproximate average salary by contribution assumption: employee only about $289,873 at 4% or $193,249 at 6%; with 50% employer match about $193,249 at 4% or $128,833 at 6%; with 100% employer match about $144,937 at 4% or $96,624 at 6%.
2011153$7,774,437$540,370$10,196iApproximate average salary by contribution assumption: employee only about $254,892 at 4% or $169,928 at 6%; with 50% employer match about $169,928 at 4% or $113,285 at 6%; with 100% employer match about $127,446 at 4% or $84,964 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-53$7,774,437$540,370$10,196iApproximate average salary by contribution assumption: employee only about $254,892 at 4% or $169,928 at 6%; with 50% employer match about $169,928 at 4% or $113,285 at 6%; with 100% employer match about $127,446 at 4% or $84,964 at 6%.
2010157$7,734,981$521,919$9,156iApproximate average salary by contribution assumption: employee only about $228,912 at 4% or $152,608 at 6%; with 50% employer match about $152,608 at 4% or $101,739 at 6%; with 100% employer match about $114,456 at 4% or $76,304 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-57$7,734,981$521,919$9,156iApproximate average salary by contribution assumption: employee only about $228,912 at 4% or $152,608 at 6%; with 50% employer match about $152,608 at 4% or $101,739 at 6%; with 100% employer match about $114,456 at 4% or $76,304 at 6%.
2009157$6,530,340$399,397$7,007iApproximate average salary by contribution assumption: employee only about $175,174 at 4% or $116,783 at 6%; with 50% employer match about $116,783 at 4% or $77,855 at 6%; with 100% employer match about $87,587 at 4% or $58,391 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-57$6,530,340$399,397$7,007iApproximate average salary by contribution assumption: employee only about $175,174 at 4% or $116,783 at 6%; with 50% employer match about $116,783 at 4% or $77,855 at 6%; with 100% employer match about $87,587 at 4% or $58,391 at 6%.
2008133$4,639,030$396,634$12,019iApproximate average salary by contribution assumption: employee only about $300,480 at 4% or $200,320 at 6%; with 50% employer match about $200,320 at 4% or $133,547 at 6%; with 100% employer match about $150,240 at 4% or $100,160 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-33$4,639,030$396,634$12,019iApproximate average salary by contribution assumption: employee only about $300,480 at 4% or $200,320 at 6%; with 50% employer match about $200,320 at 4% or $133,547 at 6%; with 100% employer match about $150,240 at 4% or $100,160 at 6%.
2007132$6,036,795$489,815$15,307iApproximate average salary by contribution assumption: employee only about $382,668 at 4% or $255,112 at 6%; with 50% employer match about $255,112 at 4% or $170,075 at 6%; with 100% employer match about $191,334 at 4% or $127,556 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-32$6,036,795$489,815$15,307iApproximate average salary by contribution assumption: employee only about $382,668 at 4% or $255,112 at 6%; with 50% employer match about $255,112 at 4% or $170,075 at 6%; with 100% employer match about $191,334 at 4% or $127,556 at 6%.
2006131$6,094,143$331,379$10,690iApproximate average salary by contribution assumption: employee only about $267,241 at 4% or $178,161 at 6%; with 50% employer match about $178,161 at 4% or $118,774 at 6%; with 100% employer match about $133,621 at 4% or $89,080 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-31$6,094,143$331,379$10,690iApproximate average salary by contribution assumption: employee only about $267,241 at 4% or $178,161 at 6%; with 50% employer match about $178,161 at 4% or $118,774 at 6%; with 100% employer match about $133,621 at 4% or $89,080 at 6%.
2005128$5,053,884$366,983$13,107iApproximate average salary by contribution assumption: employee only about $327,663 at 4% or $218,442 at 6%; with 50% employer match about $218,442 at 4% or $145,628 at 6%; with 100% employer match about $163,832 at 4% or $109,221 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-28$5,053,884$366,983$13,107iApproximate average salary by contribution assumption: employee only about $327,663 at 4% or $218,442 at 6%; with 50% employer match about $218,442 at 4% or $145,628 at 6%; with 100% employer match about $163,832 at 4% or $109,221 at 6%.
2004127$4,514,366$302,655$11,209iApproximate average salary by contribution assumption: employee only about $280,236 at 4% or $186,824 at 6%; with 50% employer match about $186,824 at 4% or $124,549 at 6%; with 100% employer match about $140,118 at 4% or $93,412 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-27$4,514,366$302,655$11,209iApproximate average salary by contribution assumption: employee only about $280,236 at 4% or $186,824 at 6%; with 50% employer match about $186,824 at 4% or $124,549 at 6%; with 100% employer match about $140,118 at 4% or $93,412 at 6%.
2003126$4,020,365$312,803$12,031iApproximate average salary by contribution assumption: employee only about $300,772 at 4% or $200,515 at 6%; with 50% employer match about $200,515 at 4% or $133,676 at 6%; with 100% employer match about $150,386 at 4% or $100,257 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-26$4,020,365$312,803$12,031iApproximate average salary by contribution assumption: employee only about $300,772 at 4% or $200,515 at 6%; with 50% employer match about $200,515 at 4% or $133,676 at 6%; with 100% employer match about $150,386 at 4% or $100,257 at 6%.
2002228$3,039,006$194,089$6,932iApproximate average salary by contribution assumption: employee only about $173,294 at 4% or $115,529 at 6%; with 50% employer match about $115,529 at 4% or $77,019 at 6%; with 100% employer match about $86,647 at 4% or $57,765 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-28$3,039,006$113,889$4,067iApproximate average salary by contribution assumption: employee only about $101,687 at 4% or $67,791 at 6%; with 50% employer match about $67,791 at 4% or $45,194 at 6%; with 100% employer match about $50,843 at 4% or $33,896 at 6%.
Davidson, Fink, Cook & Kelly Retirement Trust-0-$80,200-
2001227$3,510,049$202,599$7,504iApproximate average salary by contribution assumption: employee only about $187,592 at 4% or $125,061 at 6%; with 50% employer match about $125,061 at 4% or $83,374 at 6%; with 100% employer match about $93,796 at 4% or $62,531 at 6%.
Davidson, Fink, Cook & Kelly Retirement Trust-27$2,394,225$109,235$4,046iApproximate average salary by contribution assumption: employee only about $101,144 at 4% or $67,429 at 6%; with 50% employer match about $67,429 at 4% or $44,953 at 6%; with 100% employer match about $50,572 at 4% or $33,715 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-25$1,115,824$93,364$3,735iApproximate average salary by contribution assumption: employee only about $93,364 at 4% or $62,243 at 6%; with 50% employer match about $62,243 at 4% or $41,495 at 6%; with 100% employer match about $46,682 at 4% or $31,121 at 6%.
2000225$3,813,795$209,997$8,400iApproximate average salary by contribution assumption: employee only about $209,997 at 4% or $139,998 at 6%; with 50% employer match about $139,998 at 4% or $93,332 at 6%; with 100% employer match about $104,998 at 4% or $69,999 at 6%.
Davidson, Fink, Cook & Kelly Retirement Trust-25$2,665,309$65,585$2,623iApproximate average salary by contribution assumption: employee only about $65,585 at 4% or $43,723 at 6%; with 50% employer match about $43,723 at 4% or $29,149 at 6%; with 100% employer match about $32,793 at 4% or $21,862 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-25$1,148,486$144,412$5,776iApproximate average salary by contribution assumption: employee only about $144,412 at 4% or $96,275 at 6%; with 50% employer match about $96,275 at 4% or $64,183 at 6%; with 100% employer match about $72,206 at 4% or $48,137 at 6%.
1999219$4,106,752$161,895$8,521iApproximate average salary by contribution assumption: employee only about $213,020 at 4% or $142,013 at 6%; with 50% employer match about $142,013 at 4% or $94,675 at 6%; with 100% employer match about $106,510 at 4% or $71,007 at 6%.
Davidson, Fink, Cook & Kelly Retirement Trust-19$2,955,463$71,026$3,738iApproximate average salary by contribution assumption: employee only about $93,455 at 4% or $62,304 at 6%; with 50% employer match about $62,304 at 4% or $41,536 at 6%; with 100% employer match about $46,728 at 4% or $31,152 at 6%.
Davidson, Fink, Cook & Kelly Profit Sharing & 401K Trust-18$1,151,289$90,869$5,048iApproximate average salary by contribution assumption: employee only about $126,207 at 4% or $84,138 at 6%; with 50% employer match about $84,138 at 4% or $56,092 at 6%; with 100% employer match about $63,103 at 4% or $42,069 at 6%.