Thomas J Davey & Associates Ltd
Plan context: Thomas J Davey CPA Employee 401K Retirement Plan
EIN 20-0323820 • Naperville, IL • 18 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
1
2020 Assets
$1,047,792
2020 Contributions
$62,082
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Thomas J Davey CPA Employee 401K Retirement Plan | - | 0 | $0 | - | - |
| 2019 | 1 | 1 | $1,047,792 | $0 | - |
| Thomas J Davey CPA Employee 401K Retirement Plan | - | 1 | $1,047,792 | - | - |
| 2018 | 1 | 1 | $903,180 | $62,082 | $62,082iApproximate average salary by contribution assumption: employee only about $1,552,050 at 4% or $1,034,700 at 6%; with 50% employer match about $1,034,700 at 4% or $689,800 at 6%; with 100% employer match about $776,025 at 4% or $517,350 at 6%. |
| Thomas J Davey CPA Employee 401K Retirement Plan | - | 1 | $903,180 | $62,082 | $62,082iApproximate average salary by contribution assumption: employee only about $1,552,050 at 4% or $1,034,700 at 6%; with 50% employer match about $1,034,700 at 4% or $689,800 at 6%; with 100% employer match about $776,025 at 4% or $517,350 at 6%. |
| 2017 | 1 | 1 | $888,388 | $0 | - |
| Thomas J Davey CPA Employee 401K Retirement Plan | - | 1 | $888,388 | - | - |
| 2016 | 1 | 4 | $1,111,563 | $59,000 | $14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%. |
| Thomas J Davey CPA Employee 401K Retirement Plan | - | 4 | $1,111,563 | $59,000 | $14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%. |
| 2015 | 1 | 5 | $1,024,469 | $59,000 | $11,800iApproximate average salary by contribution assumption: employee only about $295,000 at 4% or $196,667 at 6%; with 50% employer match about $196,667 at 4% or $131,111 at 6%; with 100% employer match about $147,500 at 4% or $98,333 at 6%. |
| Thomas J Davey CPA Employee 401K Retirement Plan | - | 5 | $1,024,469 | $59,000 | $11,800iApproximate average salary by contribution assumption: employee only about $295,000 at 4% or $196,667 at 6%; with 50% employer match about $196,667 at 4% or $131,111 at 6%; with 100% employer match about $147,500 at 4% or $98,333 at 6%. |
| 2014 | 1 | 5 | $988,635 | $57,500 | $11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%. |
| Thomas J Davey CPA Employee 401K Retirement Plan | - | 5 | $988,635 | $57,500 | $11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%. |
| 2013 | 1 | 8 | $916,589 | $54,551 | $6,819iApproximate average salary by contribution assumption: employee only about $170,472 at 4% or $113,648 at 6%; with 50% employer match about $113,648 at 4% or $75,765 at 6%; with 100% employer match about $85,236 at 4% or $56,824 at 6%. |
| Thomas J Davey CPA Employee 401K Retirement Plan | - | 8 | $916,589 | $54,551 | $6,819iApproximate average salary by contribution assumption: employee only about $170,472 at 4% or $113,648 at 6%; with 50% employer match about $113,648 at 4% or $75,765 at 6%; with 100% employer match about $85,236 at 4% or $56,824 at 6%. |
| 2012 | 1 | 6 | $810,517 | $55,404 | $9,234iApproximate average salary by contribution assumption: employee only about $230,850 at 4% or $153,900 at 6%; with 50% employer match about $153,900 at 4% or $102,600 at 6%; with 100% employer match about $115,425 at 4% or $76,950 at 6%. |
| Thomas J Davey CPA Employee 401K Retirement Plan | - | 6 | $810,517 | $55,404 | $9,234iApproximate average salary by contribution assumption: employee only about $230,850 at 4% or $153,900 at 6%; with 50% employer match about $153,900 at 4% or $102,600 at 6%; with 100% employer match about $115,425 at 4% or $76,950 at 6%. |
| 2011 | 1 | 7 | $722,664 | $56,714 | $8,102iApproximate average salary by contribution assumption: employee only about $202,550 at 4% or $135,033 at 6%; with 50% employer match about $135,033 at 4% or $90,022 at 6%; with 100% employer match about $101,275 at 4% or $67,517 at 6%. |
| Thomas J Davey CPA Employee 401K Retirement Plan | - | 7 | $722,664 | $56,714 | $8,102iApproximate average salary by contribution assumption: employee only about $202,550 at 4% or $135,033 at 6%; with 50% employer match about $135,033 at 4% or $90,022 at 6%; with 100% employer match about $101,275 at 4% or $67,517 at 6%. |
| 2010 | 1 | 8 | $646,156 | $93,487 | $11,686iApproximate average salary by contribution assumption: employee only about $292,147 at 4% or $194,765 at 6%; with 50% employer match about $194,765 at 4% or $129,843 at 6%; with 100% employer match about $146,073 at 4% or $97,382 at 6%. |
| Thomas J Davey CPA Employee 401K Retirement Plan | - | 8 | $646,156 | $93,487 | $11,686iApproximate average salary by contribution assumption: employee only about $292,147 at 4% or $194,765 at 6%; with 50% employer match about $194,765 at 4% or $129,843 at 6%; with 100% employer match about $146,073 at 4% or $97,382 at 6%. |
| 2009 | 1 | 6 | $521,210 | $56,566 | $9,428iApproximate average salary by contribution assumption: employee only about $235,692 at 4% or $157,128 at 6%; with 50% employer match about $157,128 at 4% or $104,752 at 6%; with 100% employer match about $117,846 at 4% or $78,564 at 6%. |
| Thomas J Davey CPA Employee 401K Retirement Plan | - | 6 | $521,210 | $56,566 | $9,428iApproximate average salary by contribution assumption: employee only about $235,692 at 4% or $157,128 at 6%; with 50% employer match about $157,128 at 4% or $104,752 at 6%; with 100% employer match about $117,846 at 4% or $78,564 at 6%. |
| 2008 | 1 | 0 | $435,434 | $55,640 | - |
| Thomas J Davey CPA Employee 401K Retirement Plan | - | 0 | $435,434 | $55,640 | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Thomas J Davey CPA Employee 401K Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 5 | $395,170 | $43,678 | $8,736iApproximate average salary by contribution assumption: employee only about $218,390 at 4% or $145,593 at 6%; with 50% employer match about $145,593 at 4% or $97,062 at 6%; with 100% employer match about $109,195 at 4% or $72,797 at 6%. |
| Thomas J Davey CPA Employee 401K Retirement Plan | - | 5 | $395,170 | $43,678 | $8,736iApproximate average salary by contribution assumption: employee only about $218,390 at 4% or $145,593 at 6%; with 50% employer match about $145,593 at 4% or $97,062 at 6%; with 100% employer match about $109,195 at 4% or $72,797 at 6%. |
| 2005 | 1 | 6 | $327,262 | $39,308 | $6,551iApproximate average salary by contribution assumption: employee only about $163,783 at 4% or $109,189 at 6%; with 50% employer match about $109,189 at 4% or $72,793 at 6%; with 100% employer match about $81,892 at 4% or $54,594 at 6%. |
| Thomas J Davey CPA Employee 401K Retirement Plan | - | 6 | $327,262 | $39,308 | $6,551iApproximate average salary by contribution assumption: employee only about $163,783 at 4% or $109,189 at 6%; with 50% employer match about $109,189 at 4% or $72,793 at 6%; with 100% employer match about $81,892 at 4% or $54,594 at 6%. |
| 2004 | 1 | 5 | $268,606 | $35,991 | $7,198iApproximate average salary by contribution assumption: employee only about $179,955 at 4% or $119,970 at 6%; with 50% employer match about $119,970 at 4% or $79,980 at 6%; with 100% employer match about $89,978 at 4% or $59,985 at 6%. |
| Thomas J Davey CPA Employee 401K Retirement Plan | - | 5 | $268,606 | $35,991 | $7,198iApproximate average salary by contribution assumption: employee only about $179,955 at 4% or $119,970 at 6%; with 50% employer match about $119,970 at 4% or $79,980 at 6%; with 100% employer match about $89,978 at 4% or $59,985 at 6%. |
| 2003 | 1 | 5 | $84,410 | $35,370 | $7,074iApproximate average salary by contribution assumption: employee only about $176,850 at 4% or $117,900 at 6%; with 50% employer match about $117,900 at 4% or $78,600 at 6%; with 100% employer match about $88,425 at 4% or $58,950 at 6%. |
| Thomas J Davey CPA Employee 401K Retirement Plan | - | 5 | $84,410 | $35,370 | $7,074iApproximate average salary by contribution assumption: employee only about $176,850 at 4% or $117,900 at 6%; with 50% employer match about $117,900 at 4% or $78,600 at 6%; with 100% employer match about $88,425 at 4% or $58,950 at 6%. |