Civic Intelligence

Davis Orthodontics Inc.

Plan context: James P.Davis Dds Keogh Plan Fka Keogh FBO Davis, James P.

EIN 20-3007261 • Phoenix, AZ • 13 filings • 3 plans

4531 N. 16th St., Ste 103Phoenix, AZ 85016
Current Snapshot

Latest Year

2017

2017 Participants

4

2017 Assets

$32,038

2017 Contributions

$68,544

Historical Graphs

Total Assets Over Time

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

$1,088,088$544,044$0200520112016YearValue
$32,038Latest year 2016

Participants Over Time

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

420200520102015YearValue
4Latest year 2015

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
201710$0$0-
James P.Davis Dds Keogh Plan Fka Keogh FBO Davis, James P.-0---
201610$32,038$0-
James P.Davis Dds Keogh Plan Fka Keogh FBO Davis, James P.-0$32,038--
201514$359,276$68,544$17,136iApproximate average salary by contribution assumption: employee only about $428,400 at 4% or $285,600 at 6%; with 50% employer match about $285,600 at 4% or $190,400 at 6%; with 100% employer match about $214,200 at 4% or $142,800 at 6%.
James P.Davis Dds Keogh Plan Fka Keogh FBO Davis, James P.-4$359,276$68,544$17,136iApproximate average salary by contribution assumption: employee only about $428,400 at 4% or $285,600 at 6%; with 50% employer match about $285,600 at 4% or $190,400 at 6%; with 100% employer match about $214,200 at 4% or $142,800 at 6%.
201414$303,375$70,790$17,698iApproximate average salary by contribution assumption: employee only about $442,438 at 4% or $294,958 at 6%; with 50% employer match about $294,958 at 4% or $196,639 at 6%; with 100% employer match about $221,219 at 4% or $147,479 at 6%.
James P.Davis Dds Keogh Plan Fka Keogh FBO Davis, James P.-4$303,375$70,790$17,698iApproximate average salary by contribution assumption: employee only about $442,438 at 4% or $294,958 at 6%; with 50% employer match about $294,958 at 4% or $196,639 at 6%; with 100% employer match about $221,219 at 4% or $147,479 at 6%.
201313$230,117$65,382$21,794iApproximate average salary by contribution assumption: employee only about $544,850 at 4% or $363,233 at 6%; with 50% employer match about $363,233 at 4% or $242,156 at 6%; with 100% employer match about $272,425 at 4% or $181,617 at 6%.
James P.Davis Dds Keogh Plan Fka Keogh FBO Davis, James P.-3$230,117$65,382$21,794iApproximate average salary by contribution assumption: employee only about $544,850 at 4% or $363,233 at 6%; with 50% employer match about $363,233 at 4% or $242,156 at 6%; with 100% employer match about $272,425 at 4% or $181,617 at 6%.
201212$131,331$58,378$29,189iApproximate average salary by contribution assumption: employee only about $729,725 at 4% or $486,483 at 6%; with 50% employer match about $486,483 at 4% or $324,322 at 6%; with 100% employer match about $364,863 at 4% or $243,242 at 6%.
James P.Davis Dds Keogh Plan Fka Keogh FBO Davis, James P.-2$131,331$58,378$29,189iApproximate average salary by contribution assumption: employee only about $729,725 at 4% or $486,483 at 6%; with 50% employer match about $486,483 at 4% or $324,322 at 6%; with 100% employer match about $364,863 at 4% or $243,242 at 6%.
201113$120,062$57,191$19,064iApproximate average salary by contribution assumption: employee only about $476,592 at 4% or $317,728 at 6%; with 50% employer match about $317,728 at 4% or $211,819 at 6%; with 100% employer match about $238,296 at 4% or $158,864 at 6%.
James P.Davis Dds Keogh Plan Fka Keogh FBO Davis, James P.-3$120,062$57,191$19,064iApproximate average salary by contribution assumption: employee only about $476,592 at 4% or $317,728 at 6%; with 50% employer match about $317,728 at 4% or $211,819 at 6%; with 100% employer match about $238,296 at 4% or $158,864 at 6%.
201013$118,725$61,845$20,615iApproximate average salary by contribution assumption: employee only about $515,375 at 4% or $343,583 at 6%; with 50% employer match about $343,583 at 4% or $229,056 at 6%; with 100% employer match about $257,688 at 4% or $171,792 at 6%.
James P.Davis Dds Keogh Plan Fka Keogh FBO Davis, James P.-3$118,725$61,845$20,615iApproximate average salary by contribution assumption: employee only about $515,375 at 4% or $343,583 at 6%; with 50% employer match about $343,583 at 4% or $229,056 at 6%; with 100% employer match about $257,688 at 4% or $171,792 at 6%.
200913$97,051$62,717$20,906iApproximate average salary by contribution assumption: employee only about $522,642 at 4% or $348,428 at 6%; with 50% employer match about $348,428 at 4% or $232,285 at 6%; with 100% employer match about $261,321 at 4% or $174,214 at 6%.
James P.Davis Dds Keogh Plan Fka Keogh FBO Davis, James P.-3$97,051$62,717$20,906iApproximate average salary by contribution assumption: employee only about $522,642 at 4% or $348,428 at 6%; with 50% employer match about $348,428 at 4% or $232,285 at 6%; with 100% employer match about $261,321 at 4% or $174,214 at 6%.
200813$73,865$59,082$19,694iApproximate average salary by contribution assumption: employee only about $492,350 at 4% or $328,233 at 6%; with 50% employer match about $328,233 at 4% or $218,822 at 6%; with 100% employer match about $246,175 at 4% or $164,117 at 6%.
James P.Davis Dds Keogh Plan Fka Keogh FBO Davis, James P.-3$73,865$59,082$19,694iApproximate average salary by contribution assumption: employee only about $492,350 at 4% or $328,233 at 6%; with 50% employer match about $328,233 at 4% or $218,822 at 6%; with 100% employer match about $246,175 at 4% or $164,117 at 6%.
200713$89,537$57,134$19,045iApproximate average salary by contribution assumption: employee only about $476,117 at 4% or $317,411 at 6%; with 50% employer match about $317,411 at 4% or $211,607 at 6%; with 100% employer match about $238,058 at 4% or $158,706 at 6%.
James P.Davis Dds Keogh Plan Fka Keogh FBO Davis, James P.-3$89,537$57,134$19,045iApproximate average salary by contribution assumption: employee only about $476,117 at 4% or $317,411 at 6%; with 50% employer match about $317,411 at 4% or $211,607 at 6%; with 100% employer match about $238,058 at 4% or $158,706 at 6%.
200614$1,088,088$62,149$15,537iApproximate average salary by contribution assumption: employee only about $388,431 at 4% or $258,954 at 6%; with 50% employer match about $258,954 at 4% or $172,636 at 6%; with 100% employer match about $194,216 at 4% or $129,477 at 6%.
James P.Davis Dds Keogh Plan Fka Keogh FBO Davis, James P.-4$1,088,088$62,149$15,537iApproximate average salary by contribution assumption: employee only about $388,431 at 4% or $258,954 at 6%; with 50% employer match about $258,954 at 4% or $172,636 at 6%; with 100% employer match about $194,216 at 4% or $129,477 at 6%.
200514$917,886$54,492$13,623iApproximate average salary by contribution assumption: employee only about $340,575 at 4% or $227,050 at 6%; with 50% employer match about $227,050 at 4% or $151,367 at 6%; with 100% employer match about $170,288 at 4% or $113,525 at 6%.
James P.Davis Dds Keogh Plan Fka Keogh FBO Davis, James P.-4$917,886$54,492$13,623iApproximate average salary by contribution assumption: employee only about $340,575 at 4% or $227,050 at 6%; with 50% employer match about $227,050 at 4% or $151,367 at 6%; with 100% employer match about $170,288 at 4% or $113,525 at 6%.