Civic Intelligence

Lisa Lu Davis, DMD Inc.

Plan context: Lisa Lu Davis DMD Inc 401K Plan

EIN 26-2213115 • Paso Robles, CA • 11 filings • 2 plans

2120 Golden Hills Road, Suite 102Paso Robles, CA 93466
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,248,414

2024 Contributions

$102,506

Historical Graphs

Total Assets Over Time

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

$1,248,414$624,207$0201420192024YearValue
$1,248,414Latest year 2024

Participants Over Time

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

840201420192024YearValue
7Latest 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
202417$1,248,414$102,506$14,644iApproximate average salary by contribution assumption: employee only about $366,093 at 4% or $244,062 at 6%; with 50% employer match about $244,062 at 4% or $162,708 at 6%; with 100% employer match about $183,046 at 4% or $122,031 at 6%.
Lisa Lu Davis DMD Inc 401K Plan-7$1,248,414$102,506$14,644iApproximate average salary by contribution assumption: employee only about $366,093 at 4% or $244,062 at 6%; with 50% employer match about $244,062 at 4% or $162,708 at 6%; with 100% employer match about $183,046 at 4% or $122,031 at 6%.
202318$1,012,844$102,586$12,823iApproximate average salary by contribution assumption: employee only about $320,581 at 4% or $213,721 at 6%; with 50% employer match about $213,721 at 4% or $142,481 at 6%; with 100% employer match about $160,291 at 4% or $106,860 at 6%.
Lisa Lu Davis DMD Inc 401K Plan-8$1,012,844$102,586$12,823iApproximate average salary by contribution assumption: employee only about $320,581 at 4% or $213,721 at 6%; with 50% employer match about $213,721 at 4% or $142,481 at 6%; with 100% employer match about $160,291 at 4% or $106,860 at 6%.
202218$794,153$106,649$13,331iApproximate average salary by contribution assumption: employee only about $333,278 at 4% or $222,185 at 6%; with 50% employer match about $222,185 at 4% or $148,124 at 6%; with 100% employer match about $166,639 at 4% or $111,093 at 6%.
Lisa Lu Davis DMD Inc 401K Plan-8$794,153$106,649$13,331iApproximate average salary by contribution assumption: employee only about $333,278 at 4% or $222,185 at 6%; with 50% employer match about $222,185 at 4% or $148,124 at 6%; with 100% employer match about $166,639 at 4% or $111,093 at 6%.
202117$816,571$89,542$12,792iApproximate average salary by contribution assumption: employee only about $319,793 at 4% or $213,195 at 6%; with 50% employer match about $213,195 at 4% or $142,130 at 6%; with 100% employer match about $159,896 at 4% or $106,598 at 6%.
Lisa Lu Davis DMD Inc 401K Plan-7$816,571$89,542$12,792iApproximate average salary by contribution assumption: employee only about $319,793 at 4% or $213,195 at 6%; with 50% employer match about $213,195 at 4% or $142,130 at 6%; with 100% employer match about $159,896 at 4% or $106,598 at 6%.
202016$648,342$57,406$9,568iApproximate average salary by contribution assumption: employee only about $239,192 at 4% or $159,461 at 6%; with 50% employer match about $159,461 at 4% or $106,307 at 6%; with 100% employer match about $119,596 at 4% or $79,731 at 6%.
Lisa Lu Davis DMD Inc 401K Plan-6$648,342$57,406$9,568iApproximate average salary by contribution assumption: employee only about $239,192 at 4% or $159,461 at 6%; with 50% employer match about $159,461 at 4% or $106,307 at 6%; with 100% employer match about $119,596 at 4% or $79,731 at 6%.
201914$506,661$64,687$16,172iApproximate average salary by contribution assumption: employee only about $404,294 at 4% or $269,529 at 6%; with 50% employer match about $269,529 at 4% or $179,686 at 6%; with 100% employer match about $202,147 at 4% or $134,765 at 6%.
Lisa Lu Davis DMD Inc 401K Plan-4$506,661$64,687$16,172iApproximate average salary by contribution assumption: employee only about $404,294 at 4% or $269,529 at 6%; with 50% employer match about $269,529 at 4% or $179,686 at 6%; with 100% employer match about $202,147 at 4% or $134,765 at 6%.
201816$387,446$61,346$10,224iApproximate average salary by contribution assumption: employee only about $255,608 at 4% or $170,406 at 6%; with 50% employer match about $170,406 at 4% or $113,604 at 6%; with 100% employer match about $127,804 at 4% or $85,203 at 6%.
Lisa Lu Davis DMD Inc 401K Plan-6$387,446$61,346$10,224iApproximate average salary by contribution assumption: employee only about $255,608 at 4% or $170,406 at 6%; with 50% employer match about $170,406 at 4% or $113,604 at 6%; with 100% employer match about $127,804 at 4% or $85,203 at 6%.
201714$343,212$58,215$14,554iApproximate average salary by contribution assumption: employee only about $363,844 at 4% or $242,563 at 6%; with 50% employer match about $242,563 at 4% or $161,708 at 6%; with 100% employer match about $181,922 at 4% or $121,281 at 6%.
Lisa Lu Davis DMD Inc 401K Plan-4$343,212$58,215$14,554iApproximate average salary by contribution assumption: employee only about $363,844 at 4% or $242,563 at 6%; with 50% employer match about $242,563 at 4% or $161,708 at 6%; with 100% employer match about $181,922 at 4% or $121,281 at 6%.
201613$250,943$159,719$53,240iApproximate average salary by contribution assumption: employee only about $1,330,992 at 4% or $887,328 at 6%; with 50% employer match about $887,328 at 4% or $591,552 at 6%; with 100% employer match about $665,496 at 4% or $443,664 at 6%.
Lisa Lu Davis DMD Inc 401K Plan-3$250,943$159,719$53,240iApproximate average salary by contribution assumption: employee only about $1,330,992 at 4% or $887,328 at 6%; with 50% employer match about $887,328 at 4% or $591,552 at 6%; with 100% employer match about $665,496 at 4% or $443,664 at 6%.
201512$91,146$53,717$26,859iApproximate average salary by contribution assumption: employee only about $671,463 at 4% or $447,642 at 6%; with 50% employer match about $447,642 at 4% or $298,428 at 6%; with 100% employer match about $335,731 at 4% or $223,821 at 6%.
Lisa Lu Davis DMD Inc 401K Plan-2$91,146$53,717$26,859iApproximate average salary by contribution assumption: employee only about $671,463 at 4% or $447,642 at 6%; with 50% employer match about $447,642 at 4% or $298,428 at 6%; with 100% employer match about $335,731 at 4% or $223,821 at 6%.
201412$37,213$37,213$18,607iApproximate average salary by contribution assumption: employee only about $465,163 at 4% or $310,108 at 6%; with 50% employer match about $310,108 at 4% or $206,739 at 6%; with 100% employer match about $232,581 at 4% or $155,054 at 6%.
Lisa Lu Davis DMD Inc 401K Plan-2$37,213$37,213$18,607iApproximate average salary by contribution assumption: employee only about $465,163 at 4% or $310,108 at 6%; with 50% employer match about $310,108 at 4% or $206,739 at 6%; with 100% employer match about $232,581 at 4% or $155,054 at 6%.