DAVIDSON & DAVIDSON ENTERPRISE
Plan context: DAVIDSON & DAVIDSON ENTERPRISE 401(K) PROFIT SHARING PLAN & TRUST
EIN 22-3916429 • Tulsa, OK • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$512,439
2025 Contributions
$80,654
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 14 | $512,439 | $80,654 | $5,761iApproximate average salary by contribution assumption: employee only about $144,025 at 4% or $96,017 at 6%; with 50% employer match about $96,017 at 4% or $64,011 at 6%; with 100% employer match about $72,013 at 4% or $48,008 at 6%. |
| DAVIDSON & DAVIDSON ENTERPRISE 401(K) PROFIT SHARING PLAN & TRUST | - | 14 | $512,439 | $80,654 | $5,761iApproximate average salary by contribution assumption: employee only about $144,025 at 4% or $96,017 at 6%; with 50% employer match about $96,017 at 4% or $64,011 at 6%; with 100% employer match about $72,013 at 4% or $48,008 at 6%. |
| 2024 | 1 | 13 | $361,861 | $69,447 | $5,342iApproximate average salary by contribution assumption: employee only about $133,552 at 4% or $89,035 at 6%; with 50% employer match about $89,035 at 4% or $59,356 at 6%; with 100% employer match about $66,776 at 4% or $44,517 at 6%. |
| DAVIDSON & DAVIDSON ENTERPRISE 401(K) PROFIT SHARING PLAN & TRUST | - | 13 | $361,861 | $69,447 | $5,342iApproximate average salary by contribution assumption: employee only about $133,552 at 4% or $89,035 at 6%; with 50% employer match about $89,035 at 4% or $59,356 at 6%; with 100% employer match about $66,776 at 4% or $44,517 at 6%. |
| 2023 | 1 | 14 | $262,913 | $65,063 | $4,647iApproximate average salary by contribution assumption: employee only about $116,184 at 4% or $77,456 at 6%; with 50% employer match about $77,456 at 4% or $51,637 at 6%; with 100% employer match about $58,092 at 4% or $38,728 at 6%. |
| DAVIDSON & DAVIDSON ENTERPRISE 401(K) PROFIT SHARING PLAN & TRUST | - | 14 | $262,913 | $65,063 | $4,647iApproximate average salary by contribution assumption: employee only about $116,184 at 4% or $77,456 at 6%; with 50% employer match about $77,456 at 4% or $51,637 at 6%; with 100% employer match about $58,092 at 4% or $38,728 at 6%. |
| 2022 | 1 | 14 | $172,135 | $55,712 | $3,979iApproximate average salary by contribution assumption: employee only about $99,486 at 4% or $66,324 at 6%; with 50% employer match about $66,324 at 4% or $44,216 at 6%; with 100% employer match about $49,743 at 4% or $33,162 at 6%. |
| DAVIDSON & DAVIDSON ENTERPRISE 401(K) PROFIT SHARING PLAN & TRUST | - | 14 | $172,135 | $55,712 | $3,979iApproximate average salary by contribution assumption: employee only about $99,486 at 4% or $66,324 at 6%; with 50% employer match about $66,324 at 4% or $44,216 at 6%; with 100% employer match about $49,743 at 4% or $33,162 at 6%. |
| 2021 | 1 | 12 | $138,679 | $48,923 | $4,077iApproximate average salary by contribution assumption: employee only about $101,923 at 4% or $67,949 at 6%; with 50% employer match about $67,949 at 4% or $45,299 at 6%; with 100% employer match about $50,961 at 4% or $33,974 at 6%. |
| DAVIDSON & DAVIDSON ENTERPRISE 401(K) PROFIT SHARING PLAN & TRUST | - | 12 | $138,679 | $48,923 | $4,077iApproximate average salary by contribution assumption: employee only about $101,923 at 4% or $67,949 at 6%; with 50% employer match about $67,949 at 4% or $45,299 at 6%; with 100% employer match about $50,961 at 4% or $33,974 at 6%. |
| 2020 | 1 | 12 | $77,282 | $37,919 | $3,160iApproximate average salary by contribution assumption: employee only about $78,998 at 4% or $52,665 at 6%; with 50% employer match about $52,665 at 4% or $35,110 at 6%; with 100% employer match about $39,499 at 4% or $26,333 at 6%. |
| DAVIDSON & DAVIDSON ENTERPRISE 401(K) PROFIT SHARING PLAN & TRUST | - | 12 | $77,282 | $37,919 | $3,160iApproximate average salary by contribution assumption: employee only about $78,998 at 4% or $52,665 at 6%; with 50% employer match about $52,665 at 4% or $35,110 at 6%; with 100% employer match about $39,499 at 4% or $26,333 at 6%. |
| 2019 | 1 | 11 | $31,669 | $29,737 | $2,703iApproximate average salary by contribution assumption: employee only about $67,584 at 4% or $45,056 at 6%; with 50% employer match about $45,056 at 4% or $30,037 at 6%; with 100% employer match about $33,792 at 4% or $22,528 at 6%. |
| DAVIDSON & DAVIDSON ENTERPRISE 401(K) PROFIT SHARING PLAN & TRUST | - | 11 | $31,669 | $29,737 | $2,703iApproximate average salary by contribution assumption: employee only about $67,584 at 4% or $45,056 at 6%; with 50% employer match about $45,056 at 4% or $30,037 at 6%; with 100% employer match about $33,792 at 4% or $22,528 at 6%. |