Dr Jonathan B Davis
Plan context: Jonathan B Davis Defined Benefit Plan and Trust
EIN 16-1716536 • Gaithersburg, MD • 17 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$2,520,828
2024 Contributions
$150,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $150,000 | - |
| Jonathan B Davis Defined Benefit Plan and Trust | - | 0 | $0 | $150,000 | - |
| 2023 | 1 | 5 | $2,520,828 | $150,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Jonathan B Davis Defined Benefit Plan and Trust | - | 5 | $2,520,828 | $150,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2022 | 1 | 4 | $2,120,241 | $150,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| Jonathan B Davis Defined Benefit Plan and Trust | - | 4 | $2,120,241 | $150,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| 2021 | 1 | 4 | $1,662,884 | $100,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Jonathan B Davis Defined Benefit Plan and Trust | - | 4 | $1,662,884 | $100,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2020 | 1 | 4 | $1,843,382 | $110,061 | $27,515iApproximate average salary by contribution assumption: employee only about $687,881 at 4% or $458,588 at 6%; with 50% employer match about $458,588 at 4% or $305,725 at 6%; with 100% employer match about $343,941 at 4% or $229,294 at 6%. |
| Jonathan B Davis Defined Benefit Plan and Trust | - | 4 | $1,843,382 | $110,061 | $27,515iApproximate average salary by contribution assumption: employee only about $687,881 at 4% or $458,588 at 6%; with 50% employer match about $458,588 at 4% or $305,725 at 6%; with 100% employer match about $343,941 at 4% or $229,294 at 6%. |
| 2019 | 1 | 4 | $1,514,774 | $116,054 | $29,014iApproximate average salary by contribution assumption: employee only about $725,338 at 4% or $483,558 at 6%; with 50% employer match about $483,558 at 4% or $322,372 at 6%; with 100% employer match about $362,669 at 4% or $241,779 at 6%. |
| Jonathan B Davis Defined Benefit Plan and Trust | - | 4 | $1,514,774 | $116,054 | $29,014iApproximate average salary by contribution assumption: employee only about $725,338 at 4% or $483,558 at 6%; with 50% employer match about $483,558 at 4% or $322,372 at 6%; with 100% employer match about $362,669 at 4% or $241,779 at 6%. |
| 2018 | 1 | 4 | $1,363,578 | $84,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| Jonathan B Davis Defined Benefit Plan and Trust | - | 4 | $1,363,578 | $84,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| 2017 | 1 | 4 | $1,056,604 | $90,000 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| Jonathan B Davis Defined Benefit Plan and Trust | - | 4 | $1,056,604 | $90,000 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| 2016 | 1 | 4 | $1,046,404 | $75,000 | $18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%. |
| Jonathan B Davis Defined Benefit Plan and Trust | - | 4 | $1,046,404 | $75,000 | $18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%. |
| 2015 | 1 | 3 | $956,457 | $71,185 | $23,728iApproximate average salary by contribution assumption: employee only about $593,208 at 4% or $395,472 at 6%; with 50% employer match about $395,472 at 4% or $263,648 at 6%; with 100% employer match about $296,604 at 4% or $197,736 at 6%. |
| Jonathan B Davis Defined Benefit Plan and Trust | - | 3 | $956,457 | $71,185 | $23,728iApproximate average salary by contribution assumption: employee only about $593,208 at 4% or $395,472 at 6%; with 50% employer match about $395,472 at 4% or $263,648 at 6%; with 100% employer match about $296,604 at 4% or $197,736 at 6%. |
| 2014 | 1 | 2 | $840,953 | $75,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| Jonathan B Davis Defined Benefit Plan and Trust | - | 2 | $840,953 | $75,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| 2013 | 1 | 2 | $858,832 | $75,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| Jonathan B Davis Defined Benefit Plan and Trust | - | 2 | $858,832 | $75,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| 2012 | 1 | 3 | $763,075 | $75,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Jonathan B Davis Defined Benefit Plan and Trust | - | 3 | $763,075 | $75,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2011 | 1 | 2 | $351,322 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Jonathan B Davis Defined Benefit Plan and Trust | - | 2 | $351,322 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2010 | 1 | 2 | $514,410 | $75,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| Jonathan B Davis Defined Benefit Plan and Trust | - | 2 | $514,410 | $75,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| 2009 | 2 | 2 | $789,990 | $91,469 | $45,735iApproximate average salary by contribution assumption: employee only about $1,143,363 at 4% or $762,242 at 6%; with 50% employer match about $762,242 at 4% or $508,161 at 6%; with 100% employer match about $571,681 at 4% or $381,121 at 6%. |
| Jonathan B Davis Defined Benefit Plan and Trust | - | 2 | $472,429 | $75,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| Jonathan B Davis Defined Benefit Plan and Trust | - | 2 | $317,561 | $16,469 | $8,235iApproximate average salary by contribution assumption: employee only about $205,863 at 4% or $137,242 at 6%; with 50% employer match about $137,242 at 4% or $91,494 at 6%; with 100% employer match about $102,931 at 4% or $68,621 at 6%. |