Civic Intelligence

Davids & Cohen Professional

Plan context: Davids Cohen Professional 401 K Profit Sharing Plan Trust

EIN 20-0920966 • Wellesley, MA • 22 filings • 7 plans

34 Washington St Ste 201Wellesley, MA 02481-1815
Current Snapshot

Latest Year

2025

2025 Participants

30

2025 Assets

$5,728,128

2025 Contributions

$926,065

Historical Graphs

Total Assets Over Time

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

$6,932,202$3,466,101$0200420152025YearValue
$5,728,128Latest year 2025

Participants Over Time

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

30150200420152025YearValue
30Latest year 2025

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
2025130$5,728,128$926,065$30,869iApproximate average salary by contribution assumption: employee only about $771,721 at 4% or $514,481 at 6%; with 50% employer match about $514,481 at 4% or $342,987 at 6%; with 100% employer match about $385,860 at 4% or $257,240 at 6%.
Davids Cohen Professional 401 K Profit Sharing Plan Trust-30$5,728,128$926,065$30,869iApproximate average salary by contribution assumption: employee only about $771,721 at 4% or $514,481 at 6%; with 50% employer match about $514,481 at 4% or $342,987 at 6%; with 100% employer match about $385,860 at 4% or $257,240 at 6%.
2024122$4,118,435$221,176$10,053iApproximate average salary by contribution assumption: employee only about $251,336 at 4% or $167,558 at 6%; with 50% employer match about $167,558 at 4% or $111,705 at 6%; with 100% employer match about $125,668 at 4% or $83,779 at 6%.
Davids Cohen Professional 401 K Profit Sharing Plan Trust-22$4,118,435$221,176$10,053iApproximate average salary by contribution assumption: employee only about $251,336 at 4% or $167,558 at 6%; with 50% employer match about $167,558 at 4% or $111,705 at 6%; with 100% employer match about $125,668 at 4% or $83,779 at 6%.
2023117$6,429,675$184,155$10,833iApproximate average salary by contribution assumption: employee only about $270,816 at 4% or $180,544 at 6%; with 50% employer match about $180,544 at 4% or $120,363 at 6%; with 100% employer match about $135,408 at 4% or $90,272 at 6%.
Davids Cohen Professional 401 K Profit Sharing Plan Trust-17$6,429,675$184,155$10,833iApproximate average salary by contribution assumption: employee only about $270,816 at 4% or $180,544 at 6%; with 50% employer match about $180,544 at 4% or $120,363 at 6%; with 100% employer match about $135,408 at 4% or $90,272 at 6%.
2022116$5,575,812$257,461$16,091iApproximate average salary by contribution assumption: employee only about $402,283 at 4% or $268,189 at 6%; with 50% employer match about $268,189 at 4% or $178,792 at 6%; with 100% employer match about $201,141 at 4% or $134,094 at 6%.
Davids Cohen Professional 401 K Profit Sharing Plan Trust-16$5,575,812$257,461$16,091iApproximate average salary by contribution assumption: employee only about $402,283 at 4% or $268,189 at 6%; with 50% employer match about $268,189 at 4% or $178,792 at 6%; with 100% employer match about $201,141 at 4% or $134,094 at 6%.
2021116$6,932,202$183,267$11,454iApproximate average salary by contribution assumption: employee only about $286,355 at 4% or $190,903 at 6%; with 50% employer match about $190,903 at 4% or $127,269 at 6%; with 100% employer match about $143,177 at 4% or $95,452 at 6%.
Davids Cohen Professional 401 K Profit Sharing Plan Trust-16$6,932,202$183,267$11,454iApproximate average salary by contribution assumption: employee only about $286,355 at 4% or $190,903 at 6%; with 50% employer match about $190,903 at 4% or $127,269 at 6%; with 100% employer match about $143,177 at 4% or $95,452 at 6%.
202019$6,397,616$181,727$20,192iApproximate average salary by contribution assumption: employee only about $504,797 at 4% or $336,531 at 6%; with 50% employer match about $336,531 at 4% or $224,354 at 6%; with 100% employer match about $252,399 at 4% or $168,266 at 6%.
Davids Cohen Professional 401 K Profit Sharing Plan Trust-9$6,397,616$181,727$20,192iApproximate average salary by contribution assumption: employee only about $504,797 at 4% or $336,531 at 6%; with 50% employer match about $336,531 at 4% or $224,354 at 6%; with 100% employer match about $252,399 at 4% or $168,266 at 6%.
2019127$5,020,705$185,870$6,884iApproximate average salary by contribution assumption: employee only about $172,102 at 4% or $114,735 at 6%; with 50% employer match about $114,735 at 4% or $76,490 at 6%; with 100% employer match about $86,051 at 4% or $57,367 at 6%.
Davids Cohen Professional 401 K Profit Sharing Plan Trust-27$5,020,705$185,870$6,884iApproximate average salary by contribution assumption: employee only about $172,102 at 4% or $114,735 at 6%; with 50% employer match about $114,735 at 4% or $76,490 at 6%; with 100% employer match about $86,051 at 4% or $57,367 at 6%.
2018123$4,008,049$163,670$7,116iApproximate average salary by contribution assumption: employee only about $177,902 at 4% or $118,601 at 6%; with 50% employer match about $118,601 at 4% or $79,068 at 6%; with 100% employer match about $88,951 at 4% or $59,301 at 6%.
Davids Cohen Professional 401 K Profit Sharing Plan Trust-23$4,008,049$163,670$7,116iApproximate average salary by contribution assumption: employee only about $177,902 at 4% or $118,601 at 6%; with 50% employer match about $118,601 at 4% or $79,068 at 6%; with 100% employer match about $88,951 at 4% or $59,301 at 6%.
2017120$4,190,752$194,168$9,708iApproximate average salary by contribution assumption: employee only about $242,710 at 4% or $161,807 at 6%; with 50% employer match about $161,807 at 4% or $107,871 at 6%; with 100% employer match about $121,355 at 4% or $80,903 at 6%.
Davids Cohen Professional 401 K Profit Sharing Plan Trust-20$4,190,752$194,168$9,708iApproximate average salary by contribution assumption: employee only about $242,710 at 4% or $161,807 at 6%; with 50% employer match about $161,807 at 4% or $107,871 at 6%; with 100% employer match about $121,355 at 4% or $80,903 at 6%.
2016117$3,467,147$174,002$10,235iApproximate average salary by contribution assumption: employee only about $255,885 at 4% or $170,590 at 6%; with 50% employer match about $170,590 at 4% or $113,727 at 6%; with 100% employer match about $127,943 at 4% or $85,295 at 6%.
Davids Cohen Professional 401 K Profit Sharing Plan Trust-17$3,467,147$174,002$10,235iApproximate average salary by contribution assumption: employee only about $255,885 at 4% or $170,590 at 6%; with 50% employer match about $170,590 at 4% or $113,727 at 6%; with 100% employer match about $127,943 at 4% or $85,295 at 6%.
2015112$3,177,277$154,935$12,911iApproximate average salary by contribution assumption: employee only about $322,781 at 4% or $215,188 at 6%; with 50% employer match about $215,188 at 4% or $143,458 at 6%; with 100% employer match about $161,391 at 4% or $107,594 at 6%.
Davids Cohen Professional 401 K Profit Sharing Plan Trust-12$3,177,277$154,935$12,911iApproximate average salary by contribution assumption: employee only about $322,781 at 4% or $215,188 at 6%; with 50% employer match about $215,188 at 4% or $143,458 at 6%; with 100% employer match about $161,391 at 4% or $107,594 at 6%.
2014114$3,069,485$132,000$9,429iApproximate average salary by contribution assumption: employee only about $235,714 at 4% or $157,143 at 6%; with 50% employer match about $157,143 at 4% or $104,762 at 6%; with 100% employer match about $117,857 at 4% or $78,571 at 6%.
Davids Cohen Professional 401 K Profit Sharing Plan Trust-14$3,069,485$132,000$9,429iApproximate average salary by contribution assumption: employee only about $235,714 at 4% or $157,143 at 6%; with 50% employer match about $157,143 at 4% or $104,762 at 6%; with 100% employer match about $117,857 at 4% or $78,571 at 6%.
2013113$2,835,620$257,876$19,837iApproximate average salary by contribution assumption: employee only about $495,915 at 4% or $330,610 at 6%; with 50% employer match about $330,610 at 4% or $220,407 at 6%; with 100% employer match about $247,958 at 4% or $165,305 at 6%.
Davids Cohen Professional 401 K Profit Sharing Plan Trust-13$2,835,620$257,876$19,837iApproximate average salary by contribution assumption: employee only about $495,915 at 4% or $330,610 at 6%; with 50% employer match about $330,610 at 4% or $220,407 at 6%; with 100% employer match about $247,958 at 4% or $165,305 at 6%.
2012113$2,202,282$123,869$9,528iApproximate average salary by contribution assumption: employee only about $238,210 at 4% or $158,806 at 6%; with 50% employer match about $158,806 at 4% or $105,871 at 6%; with 100% employer match about $119,105 at 4% or $79,403 at 6%.
Davids Cohen Professional 401 K Profit Sharing Plan Trust-13$2,202,282$123,869$9,528iApproximate average salary by contribution assumption: employee only about $238,210 at 4% or $158,806 at 6%; with 50% employer match about $158,806 at 4% or $105,871 at 6%; with 100% employer match about $119,105 at 4% or $79,403 at 6%.
2011110$1,849,966$95,989$9,599iApproximate average salary by contribution assumption: employee only about $239,973 at 4% or $159,982 at 6%; with 50% employer match about $159,982 at 4% or $106,654 at 6%; with 100% employer match about $119,986 at 4% or $79,991 at 6%.
Davids Cohen Professional 401 K Profit Sharing Plan Trust-10$1,849,966$95,989$9,599iApproximate average salary by contribution assumption: employee only about $239,973 at 4% or $159,982 at 6%; with 50% employer match about $159,982 at 4% or $106,654 at 6%; with 100% employer match about $119,986 at 4% or $79,991 at 6%.
201018$1,880,672$81,597$10,200iApproximate average salary by contribution assumption: employee only about $254,991 at 4% or $169,994 at 6%; with 50% employer match about $169,994 at 4% or $113,329 at 6%; with 100% employer match about $127,495 at 4% or $84,997 at 6%.
Davids Cohen Professional 401 K Profit Sharing Plan Trust-8$1,880,672$81,597$10,200iApproximate average salary by contribution assumption: employee only about $254,991 at 4% or $169,994 at 6%; with 50% employer match about $169,994 at 4% or $113,329 at 6%; with 100% employer match about $127,495 at 4% or $84,997 at 6%.
2009111$1,589,961$103,621$9,420iApproximate average salary by contribution assumption: employee only about $235,502 at 4% or $157,002 at 6%; with 50% employer match about $157,002 at 4% or $104,668 at 6%; with 100% employer match about $117,751 at 4% or $78,501 at 6%.
Davids Cohen Professional 401 K Profit Sharing Plan Trust-11$1,589,961$103,621$9,420iApproximate average salary by contribution assumption: employee only about $235,502 at 4% or $157,002 at 6%; with 50% employer match about $157,002 at 4% or $104,668 at 6%; with 100% employer match about $117,751 at 4% or $78,501 at 6%.
200819$1,126,381$81,317$9,035iApproximate average salary by contribution assumption: employee only about $225,881 at 4% or $150,587 at 6%; with 50% employer match about $150,587 at 4% or $100,391 at 6%; with 100% employer match about $112,940 at 4% or $75,294 at 6%.
Davids Cohen Professional 401 K Profit Sharing Plan Trust-9$1,126,381$81,317$9,035iApproximate average salary by contribution assumption: employee only about $225,881 at 4% or $150,587 at 6%; with 50% employer match about $150,587 at 4% or $100,391 at 6%; with 100% employer match about $112,940 at 4% or $75,294 at 6%.
200718$0$0-
Davids Cohen Professional 401 K Profit Sharing Plan Trust-8---
200617$1,431,533$326,865$46,695iApproximate average salary by contribution assumption: employee only about $1,167,375 at 4% or $778,250 at 6%; with 50% employer match about $778,250 at 4% or $518,833 at 6%; with 100% employer match about $583,688 at 4% or $389,125 at 6%.
Davids Cohen Professional 401 K Profit Sharing Plan Trust-7$1,431,533$326,865$46,695iApproximate average salary by contribution assumption: employee only about $1,167,375 at 4% or $778,250 at 6%; with 50% employer match about $778,250 at 4% or $518,833 at 6%; with 100% employer match about $583,688 at 4% or $389,125 at 6%.
200515$951,778$32,244$6,449iApproximate average salary by contribution assumption: employee only about $161,220 at 4% or $107,480 at 6%; with 50% employer match about $107,480 at 4% or $71,653 at 6%; with 100% employer match about $80,610 at 4% or $53,740 at 6%.
Davids Cohen Professional 401 K Profit Sharing Plan Trust-5$951,778$32,244$6,449iApproximate average salary by contribution assumption: employee only about $161,220 at 4% or $107,480 at 6%; with 50% employer match about $107,480 at 4% or $71,653 at 6%; with 100% employer match about $80,610 at 4% or $53,740 at 6%.
200416$871,130$32,929$5,488iApproximate average salary by contribution assumption: employee only about $137,204 at 4% or $91,469 at 6%; with 50% employer match about $91,469 at 4% or $60,980 at 6%; with 100% employer match about $68,602 at 4% or $45,735 at 6%.
Davids Cohen Professional 401 K Profit Sharing Plan Trust-6$871,130$32,929$5,488iApproximate average salary by contribution assumption: employee only about $137,204 at 4% or $91,469 at 6%; with 50% employer match about $91,469 at 4% or $60,980 at 6%; with 100% employer match about $68,602 at 4% or $45,735 at 6%.