Civic Intelligence

IAN DAVIS & ASSOCIATES

Plan context: IAN DAVIS & ASSOCIATES 401(K) PLAN

EIN 26-2969165 • Columbia, MD • 9 filings • 1 plans

5850 Waterloo RdSuite 200Columbia, MD 21045
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,007,282

2025 Contributions

$88,568

Historical Graphs

Total Assets Over Time

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

$1,007,282$503,641$0201720212025YearValue
$1,007,282Latest year 2025

Participants Over Time

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

420201720212025YearValue
3Latest year 2025

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
202513$1,007,282$88,568$29,523iApproximate average salary by contribution assumption: employee only about $738,067 at 4% or $492,044 at 6%; with 50% employer match about $492,044 at 4% or $328,030 at 6%; with 100% employer match about $369,033 at 4% or $246,022 at 6%.
IAN DAVIS & ASSOCIATES 401(K) PLAN-3$1,007,282$88,568$29,523iApproximate average salary by contribution assumption: employee only about $738,067 at 4% or $492,044 at 6%; with 50% employer match about $492,044 at 4% or $328,030 at 6%; with 100% employer match about $369,033 at 4% or $246,022 at 6%.
202413$936,776$86,922$28,974iApproximate average salary by contribution assumption: employee only about $724,350 at 4% or $482,900 at 6%; with 50% employer match about $482,900 at 4% or $321,933 at 6%; with 100% employer match about $362,175 at 4% or $241,450 at 6%.
IAN DAVIS & ASSOCIATES 401(K) PLAN-3$936,776$86,922$28,974iApproximate average salary by contribution assumption: employee only about $724,350 at 4% or $482,900 at 6%; with 50% employer match about $482,900 at 4% or $321,933 at 6%; with 100% employer match about $362,175 at 4% or $241,450 at 6%.
202313$681,986$92,246$30,749iApproximate average salary by contribution assumption: employee only about $768,717 at 4% or $512,478 at 6%; with 50% employer match about $512,478 at 4% or $341,652 at 6%; with 100% employer match about $384,358 at 4% or $256,239 at 6%.
IAN DAVIS & ASSOCIATES 401(K) PLAN-3$681,986$92,246$30,749iApproximate average salary by contribution assumption: employee only about $768,717 at 4% or $512,478 at 6%; with 50% employer match about $512,478 at 4% or $341,652 at 6%; with 100% employer match about $384,358 at 4% or $256,239 at 6%.
202213$377,567$71,275$23,758iApproximate average salary by contribution assumption: employee only about $593,958 at 4% or $395,972 at 6%; with 50% employer match about $395,972 at 4% or $263,981 at 6%; with 100% employer match about $296,979 at 4% or $197,986 at 6%.
IAN DAVIS & ASSOCIATES 401(K) PLAN-3$377,567$71,275$23,758iApproximate average salary by contribution assumption: employee only about $593,958 at 4% or $395,972 at 6%; with 50% employer match about $395,972 at 4% or $263,981 at 6%; with 100% employer match about $296,979 at 4% or $197,986 at 6%.
202113$471,186$68,591$22,864iApproximate average salary by contribution assumption: employee only about $571,592 at 4% or $381,061 at 6%; with 50% employer match about $381,061 at 4% or $254,041 at 6%; with 100% employer match about $285,796 at 4% or $190,531 at 6%.
IAN DAVIS & ASSOCIATES 401(K) PLAN-3$471,186$68,591$22,864iApproximate average salary by contribution assumption: employee only about $571,592 at 4% or $381,061 at 6%; with 50% employer match about $381,061 at 4% or $254,041 at 6%; with 100% employer match about $285,796 at 4% or $190,531 at 6%.
202014$345,938$67,539$16,885iApproximate average salary by contribution assumption: employee only about $422,119 at 4% or $281,413 at 6%; with 50% employer match about $281,413 at 4% or $187,608 at 6%; with 100% employer match about $211,059 at 4% or $140,706 at 6%.
IAN DAVIS & ASSOCIATES 401(K) PLAN-4$345,938$67,539$16,885iApproximate average salary by contribution assumption: employee only about $422,119 at 4% or $281,413 at 6%; with 50% employer match about $281,413 at 4% or $187,608 at 6%; with 100% employer match about $211,059 at 4% or $140,706 at 6%.
201913$195,480$58,024$19,341iApproximate average salary by contribution assumption: employee only about $483,533 at 4% or $322,356 at 6%; with 50% employer match about $322,356 at 4% or $214,904 at 6%; with 100% employer match about $241,767 at 4% or $161,178 at 6%.
IAN DAVIS & ASSOCIATES 401(K) PLAN-3$195,480$58,024$19,341iApproximate average salary by contribution assumption: employee only about $483,533 at 4% or $322,356 at 6%; with 50% employer match about $322,356 at 4% or $214,904 at 6%; with 100% employer match about $241,767 at 4% or $161,178 at 6%.
201813$150,202$77,183$25,728iApproximate average salary by contribution assumption: employee only about $643,192 at 4% or $428,794 at 6%; with 50% employer match about $428,794 at 4% or $285,863 at 6%; with 100% employer match about $321,596 at 4% or $214,397 at 6%.
IAN DAVIS & ASSOCIATES 401(K) PLAN-3$150,202$77,183$25,728iApproximate average salary by contribution assumption: employee only about $643,192 at 4% or $428,794 at 6%; with 50% employer match about $428,794 at 4% or $285,863 at 6%; with 100% employer match about $321,596 at 4% or $214,397 at 6%.
201713$72,118$68,097$22,699iApproximate average salary by contribution assumption: employee only about $567,475 at 4% or $378,317 at 6%; with 50% employer match about $378,317 at 4% or $252,211 at 6%; with 100% employer match about $283,738 at 4% or $189,158 at 6%.
IAN DAVIS & ASSOCIATES 401(K) PLAN-3$72,118$68,097$22,699iApproximate average salary by contribution assumption: employee only about $567,475 at 4% or $378,317 at 6%; with 50% employer match about $378,317 at 4% or $252,211 at 6%; with 100% employer match about $283,738 at 4% or $189,158 at 6%.