Davis Augello Matteliano & Gersten
Plan context: Davis Augello & Matteliano Profit Sharing Plan and Trust
EIN 16-1311304 • 22 filings • 3 plans
Current Snapshot
Latest Year
2021
2021 Participants
7
2021 Assets
$3,650,507
2021 Contributions
$117,217
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2021 | 1 | 7 | $3,650,507 | $117,217 | $16,745iApproximate average salary by contribution assumption: employee only about $418,632 at 4% or $279,088 at 6%; with 50% employer match about $279,088 at 4% or $186,059 at 6%; with 100% employer match about $209,316 at 4% or $139,544 at 6%. |
| Davis Augello & Matteliano Profit Sharing Plan and Trust | - | 7 | $3,650,507 | $117,217 | $16,745iApproximate average salary by contribution assumption: employee only about $418,632 at 4% or $279,088 at 6%; with 50% employer match about $279,088 at 4% or $186,059 at 6%; with 100% employer match about $209,316 at 4% or $139,544 at 6%. |
| 2020 | 1 | 7 | $3,388,797 | $137,145 | $19,592iApproximate average salary by contribution assumption: employee only about $489,804 at 4% or $326,536 at 6%; with 50% employer match about $326,536 at 4% or $217,690 at 6%; with 100% employer match about $244,902 at 4% or $163,268 at 6%. |
| Davis Augello & Matteliano Profit Sharing Plan and Trust | - | 7 | $3,388,797 | $137,145 | $19,592iApproximate average salary by contribution assumption: employee only about $489,804 at 4% or $326,536 at 6%; with 50% employer match about $326,536 at 4% or $217,690 at 6%; with 100% employer match about $244,902 at 4% or $163,268 at 6%. |
| 2019 | 1 | 7 | $3,096,179 | $136,295 | $19,471iApproximate average salary by contribution assumption: employee only about $486,768 at 4% or $324,512 at 6%; with 50% employer match about $324,512 at 4% or $216,341 at 6%; with 100% employer match about $243,384 at 4% or $162,256 at 6%. |
| Davis Augello & Matteliano Profit Sharing Plan and Trust | - | 7 | $3,096,179 | $136,295 | $19,471iApproximate average salary by contribution assumption: employee only about $486,768 at 4% or $324,512 at 6%; with 50% employer match about $324,512 at 4% or $216,341 at 6%; with 100% employer match about $243,384 at 4% or $162,256 at 6%. |
| 2018 | 1 | 7 | $2,719,008 | $132,900 | $18,986iApproximate average salary by contribution assumption: employee only about $474,643 at 4% or $316,429 at 6%; with 50% employer match about $316,429 at 4% or $210,952 at 6%; with 100% employer match about $237,321 at 4% or $158,214 at 6%. |
| Davis Augello & Matteliano Profit Sharing Plan and Trust | - | 7 | $2,719,008 | $132,900 | $18,986iApproximate average salary by contribution assumption: employee only about $474,643 at 4% or $316,429 at 6%; with 50% employer match about $316,429 at 4% or $210,952 at 6%; with 100% employer match about $237,321 at 4% or $158,214 at 6%. |
| 2017 | 1 | 6 | $2,537,889 | $131,406 | $21,901iApproximate average salary by contribution assumption: employee only about $547,525 at 4% or $365,017 at 6%; with 50% employer match about $365,017 at 4% or $243,344 at 6%; with 100% employer match about $273,763 at 4% or $182,508 at 6%. |
| Davis Augello & Matteliano Profit Sharing Plan and Trust | - | 6 | $2,537,889 | $131,406 | $21,901iApproximate average salary by contribution assumption: employee only about $547,525 at 4% or $365,017 at 6%; with 50% employer match about $365,017 at 4% or $243,344 at 6%; with 100% employer match about $273,763 at 4% or $182,508 at 6%. |
| 2016 | 1 | 7 | $2,261,427 | $129,473 | $18,496iApproximate average salary by contribution assumption: employee only about $462,404 at 4% or $308,269 at 6%; with 50% employer match about $308,269 at 4% or $205,513 at 6%; with 100% employer match about $231,202 at 4% or $154,135 at 6%. |
| Davis Augello & Matteliano Profit Sharing Plan and Trust | - | 7 | $2,261,427 | $129,473 | $18,496iApproximate average salary by contribution assumption: employee only about $462,404 at 4% or $308,269 at 6%; with 50% employer match about $308,269 at 4% or $205,513 at 6%; with 100% employer match about $231,202 at 4% or $154,135 at 6%. |
| 2015 | 1 | 6 | $2,116,639 | $124,412 | $20,735iApproximate average salary by contribution assumption: employee only about $518,383 at 4% or $345,589 at 6%; with 50% employer match about $345,589 at 4% or $230,393 at 6%; with 100% employer match about $259,192 at 4% or $172,794 at 6%. |
| Davis Augello & Matteliano Profit Sharing Plan and Trust | - | 6 | $2,116,639 | $124,412 | $20,735iApproximate average salary by contribution assumption: employee only about $518,383 at 4% or $345,589 at 6%; with 50% employer match about $345,589 at 4% or $230,393 at 6%; with 100% employer match about $259,192 at 4% or $172,794 at 6%. |
| 2014 | 1 | 6 | $1,943,478 | $116,242 | $19,374iApproximate average salary by contribution assumption: employee only about $484,342 at 4% or $322,894 at 6%; with 50% employer match about $322,894 at 4% or $215,263 at 6%; with 100% employer match about $242,171 at 4% or $161,447 at 6%. |
| Davis Augello & Matteliano Profit Sharing Plan and Trust | - | 6 | $1,943,478 | $116,242 | $19,374iApproximate average salary by contribution assumption: employee only about $484,342 at 4% or $322,894 at 6%; with 50% employer match about $322,894 at 4% or $215,263 at 6%; with 100% employer match about $242,171 at 4% or $161,447 at 6%. |
| 2013 | 1 | 8 | $1,715,550 | $115,946 | $14,493iApproximate average salary by contribution assumption: employee only about $362,331 at 4% or $241,554 at 6%; with 50% employer match about $241,554 at 4% or $161,036 at 6%; with 100% employer match about $181,166 at 4% or $120,777 at 6%. |
| Davis Augello & Matteliano Profit Sharing Plan and Trust | - | 8 | $1,715,550 | $115,946 | $14,493iApproximate average salary by contribution assumption: employee only about $362,331 at 4% or $241,554 at 6%; with 50% employer match about $241,554 at 4% or $161,036 at 6%; with 100% employer match about $181,166 at 4% or $120,777 at 6%. |
| 2012 | 1 | 6 | $1,413,971 | $111,808 | $18,635iApproximate average salary by contribution assumption: employee only about $465,867 at 4% or $310,578 at 6%; with 50% employer match about $310,578 at 4% or $207,052 at 6%; with 100% employer match about $232,933 at 4% or $155,289 at 6%. |
| Davis Augello & Matteliano Profit Sharing Plan and Trust | - | 6 | $1,413,971 | $111,808 | $18,635iApproximate average salary by contribution assumption: employee only about $465,867 at 4% or $310,578 at 6%; with 50% employer match about $310,578 at 4% or $207,052 at 6%; with 100% employer match about $232,933 at 4% or $155,289 at 6%. |
| 2011 | 1 | 8 | $1,218,432 | $113,436 | $14,180iApproximate average salary by contribution assumption: employee only about $354,488 at 4% or $236,325 at 6%; with 50% employer match about $236,325 at 4% or $157,550 at 6%; with 100% employer match about $177,244 at 4% or $118,163 at 6%. |
| Davis Augello & Matteliano Profit Sharing Plan and Trust | - | 8 | $1,218,432 | $113,436 | $14,180iApproximate average salary by contribution assumption: employee only about $354,488 at 4% or $236,325 at 6%; with 50% employer match about $236,325 at 4% or $157,550 at 6%; with 100% employer match about $177,244 at 4% or $118,163 at 6%. |
| 2010 | 1 | 6 | $1,089,902 | $117,323 | $19,554iApproximate average salary by contribution assumption: employee only about $488,846 at 4% or $325,897 at 6%; with 50% employer match about $325,897 at 4% or $217,265 at 6%; with 100% employer match about $244,423 at 4% or $162,949 at 6%. |
| Davis Augello & Matteliano Profit Sharing Plan and Trust | - | 6 | $1,089,902 | $117,323 | $19,554iApproximate average salary by contribution assumption: employee only about $488,846 at 4% or $325,897 at 6%; with 50% employer match about $325,897 at 4% or $217,265 at 6%; with 100% employer match about $244,423 at 4% or $162,949 at 6%. |
| 2009 | 1 | 6 | $913,761 | $96,098 | $16,016iApproximate average salary by contribution assumption: employee only about $400,408 at 4% or $266,939 at 6%; with 50% employer match about $266,939 at 4% or $177,959 at 6%; with 100% employer match about $200,204 at 4% or $133,469 at 6%. |
| Davis Augello & Matteliano Profit Sharing Plan and Trust | - | 6 | $913,761 | $96,098 | $16,016iApproximate average salary by contribution assumption: employee only about $400,408 at 4% or $266,939 at 6%; with 50% employer match about $266,939 at 4% or $177,959 at 6%; with 100% employer match about $200,204 at 4% or $133,469 at 6%. |
| 2008 | 1 | 5 | $0 | $0 | - |
| Davis Augello & Matteliano Profit Sharing Plan and Trust | - | 5 | - | - | - |
| 2007 | 1 | 7 | $0 | $0 | - |
| Davis Augello & Matteliano Profit Sharing Plan and Trust | - | 7 | - | - | - |
| 2006 | 1 | 7 | $634,048 | $89,459 | $12,780iApproximate average salary by contribution assumption: employee only about $319,496 at 4% or $212,998 at 6%; with 50% employer match about $212,998 at 4% or $141,998 at 6%; with 100% employer match about $159,748 at 4% or $106,499 at 6%. |
| Davis Augello & Matteliano Profit Sharing Plan and Trust | - | 7 | $634,048 | $89,459 | $12,780iApproximate average salary by contribution assumption: employee only about $319,496 at 4% or $212,998 at 6%; with 50% employer match about $212,998 at 4% or $141,998 at 6%; with 100% employer match about $159,748 at 4% or $106,499 at 6%. |
| 2005 | 1 | 7 | $672,098 | $91,522 | $13,075iApproximate average salary by contribution assumption: employee only about $326,864 at 4% or $217,910 at 6%; with 50% employer match about $217,910 at 4% or $145,273 at 6%; with 100% employer match about $163,432 at 4% or $108,955 at 6%. |
| Davis Augello & Matteliano Profit Sharing Plan and Trust | - | 7 | $672,098 | $91,522 | $13,075iApproximate average salary by contribution assumption: employee only about $326,864 at 4% or $217,910 at 6%; with 50% employer match about $217,910 at 4% or $145,273 at 6%; with 100% employer match about $163,432 at 4% or $108,955 at 6%. |
| 2004 | 1 | 7 | $575,004 | $114,253 | $16,322iApproximate average salary by contribution assumption: employee only about $408,046 at 4% or $272,031 at 6%; with 50% employer match about $272,031 at 4% or $181,354 at 6%; with 100% employer match about $204,023 at 4% or $136,015 at 6%. |
| Davis Augello & Matteliano Profit Sharing Plan and Trust | - | 7 | $575,004 | $114,253 | $16,322iApproximate average salary by contribution assumption: employee only about $408,046 at 4% or $272,031 at 6%; with 50% employer match about $272,031 at 4% or $181,354 at 6%; with 100% employer match about $204,023 at 4% or $136,015 at 6%. |
| 2003 | 1 | 6 | $464,486 | $130,227 | $21,705iApproximate average salary by contribution assumption: employee only about $542,613 at 4% or $361,742 at 6%; with 50% employer match about $361,742 at 4% or $241,161 at 6%; with 100% employer match about $271,306 at 4% or $180,871 at 6%. |
| Davis Augello & Matteliano Profit Sharing Plan and Trust | - | 6 | $464,486 | $130,227 | $21,705iApproximate average salary by contribution assumption: employee only about $542,613 at 4% or $361,742 at 6%; with 50% employer match about $361,742 at 4% or $241,161 at 6%; with 100% employer match about $271,306 at 4% or $180,871 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| Davis Augello & Matteliano Profit Sharing Plan and Trust | - | 8 | - | - | - |
| 2000 | 1 | 10 | $0 | $0 | - |
| Davis Augello & Matteliano Profit Sharing Plan and Trust | - | 10 | - | - | - |
| 1999 | 1 | 7 | $177,187 | $40,000 | $5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%. |
| Davis Augello & Matteliano Profit Sharing Plan and Trust | - | 7 | $177,187 | $40,000 | $5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%. |