Civic Intelligence

Stephen R. Davis & Associates Inc

Plan context: Stephen R. Davis & Associates Inc. Profit Sharing Plan

EIN 22-2798506 • Califon, NJ • 19 filings • 1 plans

66 Hollow Brook RdCalifon, NJ 07830
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$833,301

2017 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$833,301$416,651$0199920082016YearValue
$833,301Latest year 2016

Participants Over Time

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

630199920082016YearValue
1Latest year 2016

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-
Stephen R. Davis & Associates Inc. Profit Sharing Plan-0$0$0-
201611$833,301$0-
Stephen R. Davis & Associates Inc. Profit Sharing Plan-1$833,301$0-
201511$762,158$0-
Stephen R. Davis & Associates Inc. Profit Sharing Plan-1$762,158$0-
201411$797,460$0-
Stephen R. Davis & Associates Inc. Profit Sharing Plan-1$797,460$0-
201311$770,205$0-
Stephen R. Davis & Associates Inc. Profit Sharing Plan-1$770,205$0-
201211$679,670$0-
Stephen R. Davis & Associates Inc. Profit Sharing Plan-1$679,670$0-
201111$603,523$0-
Stephen R. Davis & Associates Inc. Profit Sharing Plan-1$603,523$0-
201011$634,184$0-
Stephen R. Davis & Associates Inc. Profit Sharing Plan-1$634,184$0-
200916$688,282$25,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
Stephen R. Davis & Associates Inc. Profit Sharing Plan-6$688,282$25,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
200814$523,167$55,494$13,874iApproximate average salary by contribution assumption: employee only about $346,838 at 4% or $231,225 at 6%; with 50% employer match about $231,225 at 4% or $154,150 at 6%; with 100% employer match about $173,419 at 4% or $115,613 at 6%.
Stephen R. Davis & Associates Inc. Profit Sharing Plan-4$523,167$55,494$13,874iApproximate average salary by contribution assumption: employee only about $346,838 at 4% or $231,225 at 6%; with 50% employer match about $231,225 at 4% or $154,150 at 6%; with 100% employer match about $173,419 at 4% or $115,613 at 6%.
200713$0$0-
Stephen R. Davis & Associates Inc. Profit Sharing Plan-3---
200613$603,740$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Stephen R. Davis & Associates Inc. Profit Sharing Plan-3$603,740$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200515$524,473$25,180$5,036iApproximate average salary by contribution assumption: employee only about $125,900 at 4% or $83,933 at 6%; with 50% employer match about $83,933 at 4% or $55,956 at 6%; with 100% employer match about $62,950 at 4% or $41,967 at 6%.
Stephen R. Davis & Associates Inc. Profit Sharing Plan-5$524,473$25,180$5,036iApproximate average salary by contribution assumption: employee only about $125,900 at 4% or $83,933 at 6%; with 50% employer match about $83,933 at 4% or $55,956 at 6%; with 100% employer match about $62,950 at 4% or $41,967 at 6%.
200415$487,086$16,000$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
Stephen R. Davis & Associates Inc. Profit Sharing Plan-5$487,086$16,000$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
200314$399,812$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Stephen R. Davis & Associates Inc. Profit Sharing Plan-4$399,812$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200216$319,269$28,000$4,667iApproximate average salary by contribution assumption: employee only about $116,667 at 4% or $77,778 at 6%; with 50% employer match about $77,778 at 4% or $51,852 at 6%; with 100% employer match about $58,333 at 4% or $38,889 at 6%.
Stephen R. Davis & Associates Inc. Profit Sharing Plan-6$319,269$28,000$4,667iApproximate average salary by contribution assumption: employee only about $116,667 at 4% or $77,778 at 6%; with 50% employer match about $77,778 at 4% or $51,852 at 6%; with 100% employer match about $58,333 at 4% or $38,889 at 6%.
200112$352,858$31,950$15,975iApproximate average salary by contribution assumption: employee only about $399,375 at 4% or $266,250 at 6%; with 50% employer match about $266,250 at 4% or $177,500 at 6%; with 100% employer match about $199,688 at 4% or $133,125 at 6%.
Stephen R. Davis & Associates Inc. Profit Sharing Plan-2$352,858$31,950$15,975iApproximate average salary by contribution assumption: employee only about $399,375 at 4% or $266,250 at 6%; with 50% employer match about $266,250 at 4% or $177,500 at 6%; with 100% employer match about $199,688 at 4% or $133,125 at 6%.
200012$429,462$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Stephen R. Davis & Associates Inc. Profit Sharing Plan-2$429,462$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
199912$560,915$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Stephen R. Davis & Associates Inc. Profit Sharing Plan-2$560,915$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.