Civic Intelligence

Julia S Davis Dds PC

Plan context: Julia S Davis Dds PC 401(K) Profit Sharing Plan & Trust

EIN 26-1473946 • Midlothian, VA • 17 filings • 4 plans

14253 Midlothian TpkeMidlothian, VA 23113-6500
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$239,197

2024 Contributions

$20,326

Historical Graphs

Total Assets Over Time

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

$239,197$119,599$0200820162024YearValue
$239,197Latest year 2024

Participants Over Time

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

1470200820162024YearValue
5Latest year 2024

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
202415$239,197$20,326$4,065iApproximate average salary by contribution assumption: employee only about $101,630 at 4% or $67,753 at 6%; with 50% employer match about $67,753 at 4% or $45,169 at 6%; with 100% employer match about $50,815 at 4% or $33,877 at 6%.
Julia S Davis Dds PC 401(K) Profit Sharing Plan & Trust-5$239,197$20,326$4,065iApproximate average salary by contribution assumption: employee only about $101,630 at 4% or $67,753 at 6%; with 50% employer match about $67,753 at 4% or $45,169 at 6%; with 100% employer match about $50,815 at 4% or $33,877 at 6%.
202314$195,303$28,373$7,093iApproximate average salary by contribution assumption: employee only about $177,331 at 4% or $118,221 at 6%; with 50% employer match about $118,221 at 4% or $78,814 at 6%; with 100% employer match about $88,666 at 4% or $59,110 at 6%.
Julia S Davis Dds PC 401(K) Profit Sharing Plan & Trust-4$195,303$28,373$7,093iApproximate average salary by contribution assumption: employee only about $177,331 at 4% or $118,221 at 6%; with 50% employer match about $118,221 at 4% or $78,814 at 6%; with 100% employer match about $88,666 at 4% or $59,110 at 6%.
202214$143,319$22,936$5,734iApproximate average salary by contribution assumption: employee only about $143,350 at 4% or $95,567 at 6%; with 50% employer match about $95,567 at 4% or $63,711 at 6%; with 100% employer match about $71,675 at 4% or $47,783 at 6%.
Julia S Davis Dds PC 401(K) Profit Sharing Plan & Trust-4$143,319$22,936$5,734iApproximate average salary by contribution assumption: employee only about $143,350 at 4% or $95,567 at 6%; with 50% employer match about $95,567 at 4% or $63,711 at 6%; with 100% employer match about $71,675 at 4% or $47,783 at 6%.
202113$140,293$6,300$2,100iApproximate average salary by contribution assumption: employee only about $52,500 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%.
Julia S Davis Dds PC 401(K) Profit Sharing Plan & Trust-3$140,293$6,300$2,100iApproximate average salary by contribution assumption: employee only about $52,500 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%.
202013$115,135$0-
Julia S Davis Dds PC 401(K) Profit Sharing Plan & Trust-3$115,135$0-
201913$103,552$0-
Julia S Davis Dds PC 401(K) Profit Sharing Plan & Trust-3$103,552$0-
201813$87,728$0-
Julia S Davis Dds PC 401(K) Profit Sharing Plan & Trust-3$87,728$0-
201713$94,882$0-
Julia S Davis Dds PC 401(K) Profit Sharing Plan & Trust-3$94,882$0-
201613$82,149$0-
Julia S Davis Dds PC 401(K) Profit Sharing Plan & Trust-3$82,149$0-
201513$75,969$0-
Julia S Davis Dds PC 401(K) Profit Sharing Plan & Trust-3$75,969$0-
201413$77,441$0-
Julia S Davis Dds PC 401(K) Profit Sharing Plan & Trust-3$77,441$0-
201313$73,869$0-
Julia S Davis Dds PC 401(K) Profit Sharing Plan & Trust-3$73,869$0-
2012112$63,475$0-
Julia S Davis Dds PC 401(K) Profit Sharing Plan & Trust-12$63,475$0-
2011112$56,925$0-
Julia S Davis Dds PC 401(K) Profit Sharing Plan & Trust-12$56,925$0-
201016$64,532$288$48iApproximate average salary by contribution assumption: employee only about $1,200 at 4% or $800 at 6%; with 50% employer match about $800 at 4% or $533 at 6%; with 100% employer match about $600 at 4% or $400 at 6%.
Julia S Davis Dds PC 401(K) Profit Sharing Plan & Trust-6$64,532$288$48iApproximate average salary by contribution assumption: employee only about $1,200 at 4% or $800 at 6%; with 50% employer match about $800 at 4% or $533 at 6%; with 100% employer match about $600 at 4% or $400 at 6%.
200918$64,956$23,311$2,914iApproximate average salary by contribution assumption: employee only about $72,847 at 4% or $48,565 at 6%; with 50% employer match about $48,565 at 4% or $32,376 at 6%; with 100% employer match about $36,423 at 4% or $24,282 at 6%.
Julia S Davis Dds PC 401(K) Profit Sharing Plan & Trust-8$64,956$23,311$2,914iApproximate average salary by contribution assumption: employee only about $72,847 at 4% or $48,565 at 6%; with 50% employer match about $48,565 at 4% or $32,376 at 6%; with 100% employer match about $36,423 at 4% or $24,282 at 6%.
2008114$29,276$35,047$2,503iApproximate average salary by contribution assumption: employee only about $62,584 at 4% or $41,723 at 6%; with 50% employer match about $41,723 at 4% or $27,815 at 6%; with 100% employer match about $31,292 at 4% or $20,861 at 6%.
Julia S Davis Dds PC 401(K) Profit Sharing Plan & Trust-14$29,276$35,047$2,503iApproximate average salary by contribution assumption: employee only about $62,584 at 4% or $41,723 at 6%; with 50% employer match about $41,723 at 4% or $27,815 at 6%; with 100% employer match about $31,292 at 4% or $20,861 at 6%.