Civic Intelligence

Ken David & Associates LLP

Plan context: Ken David & Associates LLP Employee Savings Trust

EIN 20-8595201 • Atlanta, GA • 3 filings • 2 plans

229 Peachtree Street Ste 950Atlanta, GA 30303
Current Snapshot

Latest Year

2017

2017 Participants

23

2017 Assets

$1,308,900

2017 Contributions

$209,630

Historical Graphs

Total Assets Over Time

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

$1,308,900$654,450$0201520162017YearValue
$1,308,900Latest year 2017

Participants Over Time

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

23120201520162017YearValue
23Latest year 2017

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
2017123$1,308,900$209,630$9,114iApproximate average salary by contribution assumption: employee only about $227,859 at 4% or $151,906 at 6%; with 50% employer match about $151,906 at 4% or $101,271 at 6%; with 100% employer match about $113,929 at 4% or $75,953 at 6%.
Ken David & Associates LLP Employee Savings Trust-23$1,308,900$209,630$9,114iApproximate average salary by contribution assumption: employee only about $227,859 at 4% or $151,906 at 6%; with 50% employer match about $151,906 at 4% or $101,271 at 6%; with 100% employer match about $113,929 at 4% or $75,953 at 6%.
2016119$946,226$153,307$8,069iApproximate average salary by contribution assumption: employee only about $201,720 at 4% or $134,480 at 6%; with 50% employer match about $134,480 at 4% or $89,653 at 6%; with 100% employer match about $100,860 at 4% or $67,240 at 6%.
Ken David & Associates LLP Employee Savings Trust-19$946,226$153,307$8,069iApproximate average salary by contribution assumption: employee only about $201,720 at 4% or $134,480 at 6%; with 50% employer match about $134,480 at 4% or $89,653 at 6%; with 100% employer match about $100,860 at 4% or $67,240 at 6%.
2015118$740,181$127,091$7,061iApproximate average salary by contribution assumption: employee only about $176,515 at 4% or $117,677 at 6%; with 50% employer match about $117,677 at 4% or $78,451 at 6%; with 100% employer match about $88,258 at 4% or $58,838 at 6%.
Ken David & Associates LLP Employee Savings Trust-18$740,181$127,091$7,061iApproximate average salary by contribution assumption: employee only about $176,515 at 4% or $117,677 at 6%; with 50% employer match about $117,677 at 4% or $78,451 at 6%; with 100% employer match about $88,258 at 4% or $58,838 at 6%.