Civic Intelligence

Jmd Group LLC

Plan context: Davis Retirement Plan

EIN 20-3909700 • Chattanooga, TN • 10 filings • 1 plans

720 Walnut StreetChattanooga, TN 37402-1915
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$115,545

2019 Contributions

$40,760

Historical Graphs

Total Assets Over Time

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

$687,363$343,682$0201020142018YearValue
$115,545Latest year 2018

Participants Over Time

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

740201020142018YearValue
3Latest year 2018

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
201910$0$0-
Davis Retirement Plan-0$0--
201813$115,545$0-
Davis Retirement Plan-3$115,545$0-
201717$687,363$0-
Davis Retirement Plan-7$687,363--
201616$589,082$40,760$6,793iApproximate average salary by contribution assumption: employee only about $169,833 at 4% or $113,222 at 6%; with 50% employer match about $113,222 at 4% or $75,481 at 6%; with 100% employer match about $84,917 at 4% or $56,611 at 6%.
Davis Retirement Plan-6$589,082$40,760$6,793iApproximate average salary by contribution assumption: employee only about $169,833 at 4% or $113,222 at 6%; with 50% employer match about $113,222 at 4% or $75,481 at 6%; with 100% employer match about $84,917 at 4% or $56,611 at 6%.
201513$574,897$13,575$4,525iApproximate average salary by contribution assumption: employee only about $113,125 at 4% or $75,417 at 6%; with 50% employer match about $75,417 at 4% or $50,278 at 6%; with 100% employer match about $56,563 at 4% or $37,708 at 6%.
Davis Retirement Plan-3$574,897$13,575$4,525iApproximate average salary by contribution assumption: employee only about $113,125 at 4% or $75,417 at 6%; with 50% employer match about $75,417 at 4% or $50,278 at 6%; with 100% employer match about $56,563 at 4% or $37,708 at 6%.
201413$576,145$49,456$16,485iApproximate average salary by contribution assumption: employee only about $412,133 at 4% or $274,756 at 6%; with 50% employer match about $274,756 at 4% or $183,170 at 6%; with 100% employer match about $206,067 at 4% or $137,378 at 6%.
Davis Retirement Plan-3$576,145$49,456$16,485iApproximate average salary by contribution assumption: employee only about $412,133 at 4% or $274,756 at 6%; with 50% employer match about $274,756 at 4% or $183,170 at 6%; with 100% employer match about $206,067 at 4% or $137,378 at 6%.
201313$503,945$58,555$19,518iApproximate average salary by contribution assumption: employee only about $487,958 at 4% or $325,306 at 6%; with 50% employer match about $325,306 at 4% or $216,870 at 6%; with 100% employer match about $243,979 at 4% or $162,653 at 6%.
Davis Retirement Plan-3$503,945$58,555$19,518iApproximate average salary by contribution assumption: employee only about $487,958 at 4% or $325,306 at 6%; with 50% employer match about $325,306 at 4% or $216,870 at 6%; with 100% employer match about $243,979 at 4% or $162,653 at 6%.
201215$399,588$42,361$8,472iApproximate average salary by contribution assumption: employee only about $211,805 at 4% or $141,203 at 6%; with 50% employer match about $141,203 at 4% or $94,136 at 6%; with 100% employer match about $105,903 at 4% or $70,602 at 6%.
Davis Retirement Plan-5$399,588$42,361$8,472iApproximate average salary by contribution assumption: employee only about $211,805 at 4% or $141,203 at 6%; with 50% employer match about $141,203 at 4% or $94,136 at 6%; with 100% employer match about $105,903 at 4% or $70,602 at 6%.
201114$321,178$27,882$6,971iApproximate average salary by contribution assumption: employee only about $174,263 at 4% or $116,175 at 6%; with 50% employer match about $116,175 at 4% or $77,450 at 6%; with 100% employer match about $87,131 at 4% or $58,088 at 6%.
Davis Retirement Plan-4$321,178$27,882$6,971iApproximate average salary by contribution assumption: employee only about $174,263 at 4% or $116,175 at 6%; with 50% employer match about $116,175 at 4% or $77,450 at 6%; with 100% employer match about $87,131 at 4% or $58,088 at 6%.
201013$293,404$39,568$13,189iApproximate average salary by contribution assumption: employee only about $329,733 at 4% or $219,822 at 6%; with 50% employer match about $219,822 at 4% or $146,548 at 6%; with 100% employer match about $164,867 at 4% or $109,911 at 6%.
Davis Retirement Plan-3$293,404$39,568$13,189iApproximate average salary by contribution assumption: employee only about $329,733 at 4% or $219,822 at 6%; with 50% employer match about $219,822 at 4% or $146,548 at 6%; with 100% employer match about $164,867 at 4% or $109,911 at 6%.