Davies & Davies Enterprises Inc.
Plan context: Davies & Davies Enterprises Inc. Retirement Plan
EIN 26-4441344 • Scotts Valley, CA • 17 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$210,504
2023 Contributions
$109,990
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Davies & Davies Enterprises Inc. Retirement Plan | - | 0 | - | - | - |
| 2022 | 1 | 1 | $0 | $0 | - |
| Davies & Davies Enterprises Inc. Retirement Plan | - | 1 | - | - | - |
| 2021 | 2 | 1 | $0 | $0 | - |
| DAVIES & DAVIES ENTERPRISES IN 401(K) PROFIT SHARING PLAN & TRUST | - | 0 | $0 | $0 | - |
| Davies & Davies Enterprises Inc. Retirement Plan | - | 1 | - | - | - |
| 2020 | 1 | 4 | $210,504 | $0 | - |
| Davies & Davies Enterprises Inc. Retirement Plan | - | 4 | $210,504 | - | - |
| 2019 | 1 | 4 | $453,891 | $0 | - |
| Davies & Davies Enterprises Inc. Retirement Plan | - | 4 | $453,891 | - | - |
| 2018 | 1 | 4 | $525,479 | $0 | - |
| Davies & Davies Enterprises Inc. Retirement Plan | - | 4 | $525,479 | - | - |
| 2017 | 1 | 4 | $498,306 | $0 | - |
| Davies & Davies Enterprises Inc. Retirement Plan | - | 4 | $498,306 | - | - |
| 2016 | 1 | 4 | $545,274 | $0 | - |
| Davies & Davies Enterprises Inc. Retirement Plan | - | 4 | $545,274 | - | - |
| 2015 | 1 | 4 | $528,026 | $0 | - |
| Davies & Davies Enterprises Inc. Retirement Plan | - | 4 | $528,026 | - | - |
| 2014 | 1 | 6 | $466,224 | $0 | - |
| Davies & Davies Enterprises Inc. Retirement Plan | - | 6 | $466,224 | - | - |
| 2013 | 1 | 4 | $507,007 | $0 | - |
| Davies & Davies Enterprises Inc. Retirement Plan | - | 4 | $507,007 | - | - |
| 2012 | 1 | 4 | $462,328 | $0 | - |
| Davies & Davies Enterprises Inc. Retirement Plan | - | 4 | $462,328 | - | - |
| 2011 | 2 | 6 | $1,267,369 | $0 | - |
| Davies & Davies Enterprises Inc. Retirement Plan | - | 6 | $790,771 | - | - |
| Davies & Davies Enterprises Inc. Retirement Plan | - | 6 | $476,598 | - | - |
| 2010 | 1 | 6 | $450,507 | $0 | - |
| Davies & Davies Enterprises Inc. Retirement Plan | - | 6 | $450,507 | - | - |
| 2009 | 1 | 6 | $109,990 | $109,990 | $18,332iApproximate average salary by contribution assumption: employee only about $458,292 at 4% or $305,528 at 6%; with 50% employer match about $305,528 at 4% or $203,685 at 6%; with 100% employer match about $229,146 at 4% or $152,764 at 6%. |
| Davies & Davies Enterprises Inc. Retirement Plan | - | 6 | $109,990 | $109,990 | $18,332iApproximate average salary by contribution assumption: employee only about $458,292 at 4% or $305,528 at 6%; with 50% employer match about $305,528 at 4% or $203,685 at 6%; with 100% employer match about $229,146 at 4% or $152,764 at 6%. |