Davis Capital Partners LLC
Plan context: Davis Capital Partners 401(K) Plan & Trust
EIN 26-2372061 • Sausalito, CA • 13 filings • 2 plans
Current Snapshot
Latest Year
2021
2021 Participants
5
2021 Assets
$5,183,207
2021 Contributions
$432,247
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 |
|---|---|---|---|---|---|
| 2021 | 2 | 5 | $5,183,207 | $432,247 | $86,449iApproximate average salary by contribution assumption: employee only about $2,161,235 at 4% or $1,440,823 at 6%; with 50% employer match about $1,440,823 at 4% or $960,549 at 6%; with 100% employer match about $1,080,618 at 4% or $720,412 at 6%. |
| Davis Capital Partners 401(K) Plan & Trust | - | 5 | $3,908,653 | $227,200 | $45,440iApproximate average salary by contribution assumption: employee only about $1,136,000 at 4% or $757,333 at 6%; with 50% employer match about $757,333 at 4% or $504,889 at 6%; with 100% employer match about $568,000 at 4% or $378,667 at 6%. |
| DAVIS CAPITAL PARTNERS CASH BALANCE PENSION PLAN | - | 5 | $1,274,554 | $205,047 | $41,009iApproximate average salary by contribution assumption: employee only about $1,025,235 at 4% or $683,490 at 6%; with 50% employer match about $683,490 at 4% or $455,660 at 6%; with 100% employer match about $512,618 at 4% or $341,745 at 6%. |
| 2020 | 2 | 5 | $3,684,787 | $347,767 | $69,553iApproximate average salary by contribution assumption: employee only about $1,738,835 at 4% or $1,159,223 at 6%; with 50% employer match about $1,159,223 at 4% or $772,816 at 6%; with 100% employer match about $869,417 at 4% or $579,612 at 6%. |
| Davis Capital Partners 401(K) Plan & Trust | - | 5 | $2,679,699 | $221,080 | $44,216iApproximate average salary by contribution assumption: employee only about $1,105,400 at 4% or $736,933 at 6%; with 50% employer match about $736,933 at 4% or $491,289 at 6%; with 100% employer match about $552,700 at 4% or $368,467 at 6%. |
| DAVIS CAPITAL PARTNERS CASH BALANCE PENSION PLAN | - | 5 | $1,005,088 | $126,687 | $25,337iApproximate average salary by contribution assumption: employee only about $633,435 at 4% or $422,290 at 6%; with 50% employer match about $422,290 at 4% or $281,527 at 6%; with 100% employer match about $316,718 at 4% or $211,145 at 6%. |
| 2019 | 2 | 5 | $3,031,425 | $553,054 | $110,611iApproximate average salary by contribution assumption: employee only about $2,765,270 at 4% or $1,843,513 at 6%; with 50% employer match about $1,843,513 at 4% or $1,229,009 at 6%; with 100% employer match about $1,382,635 at 4% or $921,757 at 6%. |
| Davis Capital Partners 401(K) Plan & Trust | - | 5 | $2,265,550 | $272,280 | $54,456iApproximate average salary by contribution assumption: employee only about $1,361,400 at 4% or $907,600 at 6%; with 50% employer match about $907,600 at 4% or $605,067 at 6%; with 100% employer match about $680,700 at 4% or $453,800 at 6%. |
| DAVIS CAPITAL PARTNERS CASH BALANCE PENSION PLAN | - | 5 | $765,875 | $280,774 | $56,155iApproximate average salary by contribution assumption: employee only about $1,403,870 at 4% or $935,913 at 6%; with 50% employer match about $935,913 at 4% or $623,942 at 6%; with 100% employer match about $701,935 at 4% or $467,957 at 6%. |
| 2018 | 2 | 5 | $1,866,719 | $541,332 | $108,266iApproximate average salary by contribution assumption: employee only about $2,706,660 at 4% or $1,804,440 at 6%; with 50% employer match about $1,804,440 at 4% or $1,202,960 at 6%; with 100% employer match about $1,353,330 at 4% or $902,220 at 6%. |
| Davis Capital Partners 401(K) Plan & Trust | - | 5 | $1,457,200 | $260,558 | $52,112iApproximate average salary by contribution assumption: employee only about $1,302,790 at 4% or $868,527 at 6%; with 50% employer match about $868,527 at 4% or $579,018 at 6%; with 100% employer match about $651,395 at 4% or $434,263 at 6%. |
| DAVIS CAPITAL PARTNERS CASH BALANCE PENSION PLAN | - | 5 | $409,519 | $280,774 | $56,155iApproximate average salary by contribution assumption: employee only about $1,403,870 at 4% or $935,913 at 6%; with 50% employer match about $935,913 at 4% or $623,942 at 6%; with 100% employer match about $701,935 at 4% or $467,957 at 6%. |
| 2017 | 2 | 5 | $1,532,402 | $365,118 | $73,024iApproximate average salary by contribution assumption: employee only about $1,825,590 at 4% or $1,217,060 at 6%; with 50% employer match about $1,217,060 at 4% or $811,373 at 6%; with 100% employer match about $912,795 at 4% or $608,530 at 6%. |
| Davis Capital Partners 401(K) Plan & Trust | - | 5 | $1,397,684 | $230,400 | $46,080iApproximate average salary by contribution assumption: employee only about $1,152,000 at 4% or $768,000 at 6%; with 50% employer match about $768,000 at 4% or $512,000 at 6%; with 100% employer match about $576,000 at 4% or $384,000 at 6%. |
| DAVIS CAPITAL PARTNERS CASH BALANCE PENSION PLAN | - | 4 | $134,718 | $134,718 | $33,680iApproximate average salary by contribution assumption: employee only about $841,988 at 4% or $561,325 at 6%; with 50% employer match about $561,325 at 4% or $374,217 at 6%; with 100% employer match about $420,994 at 4% or $280,663 at 6%. |
| 2016 | 1 | 5 | $971,133 | $186,973 | $37,395iApproximate average salary by contribution assumption: employee only about $934,865 at 4% or $623,243 at 6%; with 50% employer match about $623,243 at 4% or $415,496 at 6%; with 100% employer match about $467,433 at 4% or $311,622 at 6%. |
| Davis Capital Partners 401(K) Plan & Trust | - | 5 | $971,133 | $186,973 | $37,395iApproximate average salary by contribution assumption: employee only about $934,865 at 4% or $623,243 at 6%; with 50% employer match about $623,243 at 4% or $415,496 at 6%; with 100% employer match about $467,433 at 4% or $311,622 at 6%. |
| 2015 | 1 | 4 | $621,438 | $558,866 | $139,717iApproximate average salary by contribution assumption: employee only about $3,492,913 at 4% or $2,328,608 at 6%; with 50% employer match about $2,328,608 at 4% or $1,552,406 at 6%; with 100% employer match about $1,746,456 at 4% or $1,164,304 at 6%. |
| Davis Capital Partners 401(K) Plan & Trust | - | 4 | $621,438 | $558,866 | $139,717iApproximate average salary by contribution assumption: employee only about $3,492,913 at 4% or $2,328,608 at 6%; with 50% employer match about $2,328,608 at 4% or $1,552,406 at 6%; with 100% employer match about $1,746,456 at 4% or $1,164,304 at 6%. |
| 2014 | 1 | 2 | $67,566 | $64,049 | $32,025iApproximate average salary by contribution assumption: employee only about $800,613 at 4% or $533,742 at 6%; with 50% employer match about $533,742 at 4% or $355,828 at 6%; with 100% employer match about $400,306 at 4% or $266,871 at 6%. |
| Davis Capital Partners 401(K) Plan & Trust | - | 2 | $67,566 | $64,049 | $32,025iApproximate average salary by contribution assumption: employee only about $800,613 at 4% or $533,742 at 6%; with 50% employer match about $533,742 at 4% or $355,828 at 6%; with 100% employer match about $400,306 at 4% or $266,871 at 6%. |