Civic Intelligence

James M. Davidson & Company

Plan context: DAVIDSON INVESTMENT COUNSELORS 401K PROFIT SHARING PLAN

EIN 23-2134384 • 11 filings • 4 plans

Current Snapshot

Latest Year

2007

2007 Participants

27

2007 Assets

$6,145,098

2007 Contributions

$372,462

Historical Graphs

Total Assets Over Time

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

$6,145,098$3,072,549$0199920032006YearValue
$6,145,098Latest year 2006

Participants Over Time

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

29150199920032007YearValue
27Latest year 2007

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
2007127$0$0-
DAVIDSON INVESTMENT COUNSELORS 401K PROFIT SHARING PLAN-27---
2006127$6,145,098$372,462$13,795iApproximate average salary by contribution assumption: employee only about $344,872 at 4% or $229,915 at 6%; with 50% employer match about $229,915 at 4% or $153,277 at 6%; with 100% employer match about $172,436 at 4% or $114,957 at 6%.
DAVIDSON INVESTMENT COUNSELORS 401K PROFIT SHARING PLAN-27$6,145,098$372,462$13,795iApproximate average salary by contribution assumption: employee only about $344,872 at 4% or $229,915 at 6%; with 50% employer match about $229,915 at 4% or $153,277 at 6%; with 100% employer match about $172,436 at 4% or $114,957 at 6%.
2005126$5,123,655$376,548$14,483iApproximate average salary by contribution assumption: employee only about $362,065 at 4% or $241,377 at 6%; with 50% employer match about $241,377 at 4% or $160,918 at 6%; with 100% employer match about $181,033 at 4% or $120,688 at 6%.
DAVIDSON INVESTMENT COUNSELORS 401K PROFIT SHARING PLAN-26$5,123,655$376,548$14,483iApproximate average salary by contribution assumption: employee only about $362,065 at 4% or $241,377 at 6%; with 50% employer match about $241,377 at 4% or $160,918 at 6%; with 100% employer match about $181,033 at 4% or $120,688 at 6%.
2004129$5,085,528$387,277$13,354iApproximate average salary by contribution assumption: employee only about $333,859 at 4% or $222,573 at 6%; with 50% employer match about $222,573 at 4% or $148,382 at 6%; with 100% employer match about $166,930 at 4% or $111,286 at 6%.
DAVIDSON INVESTMENT COUNSELORS 401K PROFIT SHARING PLAN-29$5,085,528$387,277$13,354iApproximate average salary by contribution assumption: employee only about $333,859 at 4% or $222,573 at 6%; with 50% employer match about $222,573 at 4% or $148,382 at 6%; with 100% employer match about $166,930 at 4% or $111,286 at 6%.
2003129$4,221,445$311,838$10,753iApproximate average salary by contribution assumption: employee only about $268,826 at 4% or $179,217 at 6%; with 50% employer match about $179,217 at 4% or $119,478 at 6%; with 100% employer match about $134,413 at 4% or $89,609 at 6%.
DAVIDSON INVESTMENT COUNSELORS 401K PROFIT SHARING PLAN-29$4,221,445$311,838$10,753iApproximate average salary by contribution assumption: employee only about $268,826 at 4% or $179,217 at 6%; with 50% employer match about $179,217 at 4% or $119,478 at 6%; with 100% employer match about $134,413 at 4% or $89,609 at 6%.
2002126$2,998,559$281,616$10,831iApproximate average salary by contribution assumption: employee only about $270,785 at 4% or $180,523 at 6%; with 50% employer match about $180,523 at 4% or $120,349 at 6%; with 100% employer match about $135,392 at 4% or $90,262 at 6%.
DAVIDSON INVESTMENT COUNSELORS 401K PROFIT SHARING PLAN-26$2,998,559$281,616$10,831iApproximate average salary by contribution assumption: employee only about $270,785 at 4% or $180,523 at 6%; with 50% employer match about $180,523 at 4% or $120,349 at 6%; with 100% employer match about $135,392 at 4% or $90,262 at 6%.
2001226$3,813,588$375,597$14,446iApproximate average salary by contribution assumption: employee only about $361,151 at 4% or $240,767 at 6%; with 50% employer match about $240,767 at 4% or $160,512 at 6%; with 100% employer match about $180,575 at 4% or $120,384 at 6%.
JAMES M DAVIDSON & COMPANY 401K PROFIT SHARING PLAN-26$3,813,588$263,508$10,135iApproximate average salary by contribution assumption: employee only about $253,373 at 4% or $168,915 at 6%; with 50% employer match about $168,915 at 4% or $112,610 at 6%; with 100% employer match about $126,687 at 4% or $84,458 at 6%.
James M Davidson & Company Money Purchase Pension Plan-0-$112,089-
2000127$2,611,861$245,244$9,083iApproximate average salary by contribution assumption: employee only about $227,078 at 4% or $151,385 at 6%; with 50% employer match about $151,385 at 4% or $100,923 at 6%; with 100% employer match about $113,539 at 4% or $75,693 at 6%.
JAMES M DAVIDSON & COMPANY 401K PROFIT SHARING PLAN-27$2,611,861$245,244$9,083iApproximate average salary by contribution assumption: employee only about $227,078 at 4% or $151,385 at 6%; with 50% employer match about $151,385 at 4% or $100,923 at 6%; with 100% employer match about $113,539 at 4% or $75,693 at 6%.
1999220$4,069,462$300,511$15,026iApproximate average salary by contribution assumption: employee only about $375,639 at 4% or $250,426 at 6%; with 50% employer match about $250,426 at 4% or $166,951 at 6%; with 100% employer match about $187,819 at 4% or $125,213 at 6%.
James M Davidson & Company 401K Profit Sharing Plan-20$2,462,644$209,462$10,473iApproximate average salary by contribution assumption: employee only about $261,828 at 4% or $174,552 at 6%; with 50% employer match about $174,552 at 4% or $116,368 at 6%; with 100% employer match about $130,914 at 4% or $87,276 at 6%.
James M Davidson & Company Money Purchase Pension Plan-19$1,606,818$91,049$4,792iApproximate average salary by contribution assumption: employee only about $119,801 at 4% or $79,868 at 6%; with 50% employer match about $79,868 at 4% or $53,245 at 6%; with 100% employer match about $59,901 at 4% or $39,934 at 6%.