Herbert W Davis & Co
Plan context: Herbert W Davis & Co 401K Profit Sharing Plan & Trust
EIN 22-2056226 • 9 filings • 2 plans
Current Snapshot
Latest Year
2007
2007 Participants
13
2007 Assets
$494,544
2007 Contributions
$53,729
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 13 | $0 | $0 | - |
| Herbert W Davis & Co 401K Profit Sharing Plan & Trust | - | 13 | - | - | - |
| 2006 | 1 | 9 | $494,544 | $53,729 | $5,970iApproximate average salary by contribution assumption: employee only about $149,247 at 4% or $99,498 at 6%; with 50% employer match about $99,498 at 4% or $66,332 at 6%; with 100% employer match about $74,624 at 4% or $49,749 at 6%. |
| Herbert W Davis & Co 401K Profit Sharing Plan & Trust | - | 9 | $494,544 | $53,729 | $5,970iApproximate average salary by contribution assumption: employee only about $149,247 at 4% or $99,498 at 6%; with 50% employer match about $99,498 at 4% or $66,332 at 6%; with 100% employer match about $74,624 at 4% or $49,749 at 6%. |
| 2005 | 1 | 11 | $474,857 | $71,420 | $6,493iApproximate average salary by contribution assumption: employee only about $162,318 at 4% or $108,212 at 6%; with 50% employer match about $108,212 at 4% or $72,141 at 6%; with 100% employer match about $81,159 at 4% or $54,106 at 6%. |
| Herbert W Davis & Co 401K Profit Sharing Plan & Trust | - | 11 | $474,857 | $71,420 | $6,493iApproximate average salary by contribution assumption: employee only about $162,318 at 4% or $108,212 at 6%; with 50% employer match about $108,212 at 4% or $72,141 at 6%; with 100% employer match about $81,159 at 4% or $54,106 at 6%. |
| 2004 | 1 | 10 | $420,463 | $50,584 | $5,058iApproximate average salary by contribution assumption: employee only about $126,460 at 4% or $84,307 at 6%; with 50% employer match about $84,307 at 4% or $56,204 at 6%; with 100% employer match about $63,230 at 4% or $42,153 at 6%. |
| Herbert W Davis & Co 401K Profit Sharing Plan & Trust | - | 10 | $420,463 | $50,584 | $5,058iApproximate average salary by contribution assumption: employee only about $126,460 at 4% or $84,307 at 6%; with 50% employer match about $84,307 at 4% or $56,204 at 6%; with 100% employer match about $63,230 at 4% or $42,153 at 6%. |
| 2003 | 1 | 8 | $328,490 | $42,830 | $5,354iApproximate average salary by contribution assumption: employee only about $133,844 at 4% or $89,229 at 6%; with 50% employer match about $89,229 at 4% or $59,486 at 6%; with 100% employer match about $66,922 at 4% or $44,615 at 6%. |
| Herbert W Davis & Co 401K Profit Sharing Plan & Trust | - | 8 | $328,490 | $42,830 | $5,354iApproximate average salary by contribution assumption: employee only about $133,844 at 4% or $89,229 at 6%; with 50% employer match about $89,229 at 4% or $59,486 at 6%; with 100% employer match about $66,922 at 4% or $44,615 at 6%. |
| 2002 | 1 | 11 | $230,515 | $67,588 | $6,144iApproximate average salary by contribution assumption: employee only about $153,609 at 4% or $102,406 at 6%; with 50% employer match about $102,406 at 4% or $68,271 at 6%; with 100% employer match about $76,805 at 4% or $51,203 at 6%. |
| Herbert W Davis & Co 401K Profit Sharing Plan & Trust | - | 11 | $230,515 | $67,588 | $6,144iApproximate average salary by contribution assumption: employee only about $153,609 at 4% or $102,406 at 6%; with 50% employer match about $102,406 at 4% or $68,271 at 6%; with 100% employer match about $76,805 at 4% or $51,203 at 6%. |
| 2001 | 1 | 15 | $216,091 | $60,034 | $4,002iApproximate average salary by contribution assumption: employee only about $100,057 at 4% or $66,704 at 6%; with 50% employer match about $66,704 at 4% or $44,470 at 6%; with 100% employer match about $50,028 at 4% or $33,352 at 6%. |
| Herbert W Davis & Co 401K Profit Sharing Plan & Trust | - | 15 | $216,091 | $60,034 | $4,002iApproximate average salary by contribution assumption: employee only about $100,057 at 4% or $66,704 at 6%; with 50% employer match about $66,704 at 4% or $44,470 at 6%; with 100% employer match about $50,028 at 4% or $33,352 at 6%. |
| 2000 | 1 | 13 | $219,303 | $40,813 | $3,139iApproximate average salary by contribution assumption: employee only about $78,487 at 4% or $52,324 at 6%; with 50% employer match about $52,324 at 4% or $34,883 at 6%; with 100% employer match about $39,243 at 4% or $26,162 at 6%. |
| Herbert W Davis & Co 401K Profit Sharing Plan & Trust | - | 13 | $219,303 | $40,813 | $3,139iApproximate average salary by contribution assumption: employee only about $78,487 at 4% or $52,324 at 6%; with 50% employer match about $52,324 at 4% or $34,883 at 6%; with 100% employer match about $39,243 at 4% or $26,162 at 6%. |
| 1999 | 1 | 0 | $279,861 | $46,277 | - |
| Herbert W Davis & Co 401K Profit Sharing Plan & Trust | - | 0 | $279,861 | $46,277 | - |