Civic Intelligence

Davidson & Czuleger LLP 401(K) Profit Sharing Plan

Plan context: Davidson & Czuleger LLP 401(K) Profit Sharing Plan

EIN 27-0436647 • Yorba Linda, CA • 11 filings • 2 plans

22485 LA Palma Avenue, Suite 100Yorba Linda, CA 92887
Current Snapshot

Latest Year

2024

2024 Participants

27

2024 Assets

$2,076,095

2024 Contributions

$170,880

Historical Graphs

Total Assets Over Time

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

$3,313,261$1,656,631$0201420192024YearValue
$2,076,095Latest year 2024

Participants Over Time

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

27140201420192024YearValue
27Latest 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
2024127$2,076,095$170,880$6,329iApproximate average salary by contribution assumption: employee only about $158,222 at 4% or $105,481 at 6%; with 50% employer match about $105,481 at 4% or $70,321 at 6%; with 100% employer match about $79,111 at 4% or $52,741 at 6%.
Davidson & Czuleger LLP 401(K) Profit Sharing Plan-27$2,076,095$170,880$6,329iApproximate average salary by contribution assumption: employee only about $158,222 at 4% or $105,481 at 6%; with 50% employer match about $105,481 at 4% or $70,321 at 6%; with 100% employer match about $79,111 at 4% or $52,741 at 6%.
2023123$1,717,647$191,991$8,347iApproximate average salary by contribution assumption: employee only about $208,686 at 4% or $139,124 at 6%; with 50% employer match about $139,124 at 4% or $92,749 at 6%; with 100% employer match about $104,343 at 4% or $69,562 at 6%.
Davidson & Czuleger LLP 401(K) Profit Sharing Plan-23$1,717,647$191,991$8,347iApproximate average salary by contribution assumption: employee only about $208,686 at 4% or $139,124 at 6%; with 50% employer match about $139,124 at 4% or $92,749 at 6%; with 100% employer match about $104,343 at 4% or $69,562 at 6%.
2022125$1,360,127$153,201$6,128iApproximate average salary by contribution assumption: employee only about $153,201 at 4% or $102,134 at 6%; with 50% employer match about $102,134 at 4% or $68,089 at 6%; with 100% employer match about $76,601 at 4% or $51,067 at 6%.
Davidson & Czuleger LLP 401(K) Profit Sharing Plan-25$1,360,127$153,201$6,128iApproximate average salary by contribution assumption: employee only about $153,201 at 4% or $102,134 at 6%; with 50% employer match about $102,134 at 4% or $68,089 at 6%; with 100% employer match about $76,601 at 4% or $51,067 at 6%.
2021125$1,482,730$204,687$8,187iApproximate average salary by contribution assumption: employee only about $204,687 at 4% or $136,458 at 6%; with 50% employer match about $136,458 at 4% or $90,972 at 6%; with 100% employer match about $102,343 at 4% or $68,229 at 6%.
Davidson & Czuleger LLP 401(K) Profit Sharing Plan-25$1,482,730$204,687$8,187iApproximate average salary by contribution assumption: employee only about $204,687 at 4% or $136,458 at 6%; with 50% employer match about $136,458 at 4% or $90,972 at 6%; with 100% employer match about $102,343 at 4% or $68,229 at 6%.
2020123$1,155,962$184,589$8,026iApproximate average salary by contribution assumption: employee only about $200,640 at 4% or $133,760 at 6%; with 50% employer match about $133,760 at 4% or $89,173 at 6%; with 100% employer match about $100,320 at 4% or $66,880 at 6%.
Davidson & Czuleger LLP 401(K) Profit Sharing Plan-23$1,155,962$184,589$8,026iApproximate average salary by contribution assumption: employee only about $200,640 at 4% or $133,760 at 6%; with 50% employer match about $133,760 at 4% or $89,173 at 6%; with 100% employer match about $100,320 at 4% or $66,880 at 6%.
2019126$940,381$69,925$2,689iApproximate average salary by contribution assumption: employee only about $67,236 at 4% or $44,824 at 6%; with 50% employer match about $44,824 at 4% or $29,882 at 6%; with 100% employer match about $33,618 at 4% or $22,412 at 6%.
Davidson & Czuleger LLP 401(K) Profit Sharing Plan-26$940,381$69,925$2,689iApproximate average salary by contribution assumption: employee only about $67,236 at 4% or $44,824 at 6%; with 50% employer match about $44,824 at 4% or $29,882 at 6%; with 100% employer match about $33,618 at 4% or $22,412 at 6%.
2018124$750,367$88,543$3,689iApproximate average salary by contribution assumption: employee only about $92,232 at 4% or $61,488 at 6%; with 50% employer match about $61,488 at 4% or $40,992 at 6%; with 100% employer match about $46,116 at 4% or $30,744 at 6%.
Davidson & Czuleger LLP 401(K) Profit Sharing Plan-24$750,367$88,543$3,689iApproximate average salary by contribution assumption: employee only about $92,232 at 4% or $61,488 at 6%; with 50% employer match about $61,488 at 4% or $40,992 at 6%; with 100% employer match about $46,116 at 4% or $30,744 at 6%.
2017120$772,654$78,510$3,926iApproximate average salary by contribution assumption: employee only about $98,138 at 4% or $65,425 at 6%; with 50% employer match about $65,425 at 4% or $43,617 at 6%; with 100% employer match about $49,069 at 4% or $32,713 at 6%.
Davidson & Czuleger LLP 401(K) Profit Sharing Plan-20$772,654$78,510$3,926iApproximate average salary by contribution assumption: employee only about $98,138 at 4% or $65,425 at 6%; with 50% employer match about $65,425 at 4% or $43,617 at 6%; with 100% employer match about $49,069 at 4% or $32,713 at 6%.
2016120$3,313,261$60,979$3,049iApproximate average salary by contribution assumption: employee only about $76,224 at 4% or $50,816 at 6%; with 50% employer match about $50,816 at 4% or $33,877 at 6%; with 100% employer match about $38,112 at 4% or $25,408 at 6%.
Davidson & Czuleger LLP 401(K) Profit Sharing Plan-20$3,313,261$60,979$3,049iApproximate average salary by contribution assumption: employee only about $76,224 at 4% or $50,816 at 6%; with 50% employer match about $50,816 at 4% or $33,877 at 6%; with 100% employer match about $38,112 at 4% or $25,408 at 6%.
2015118$2,938,514$128,041$7,113iApproximate average salary by contribution assumption: employee only about $177,835 at 4% or $118,556 at 6%; with 50% employer match about $118,556 at 4% or $79,038 at 6%; with 100% employer match about $88,917 at 4% or $59,278 at 6%.
Davidson & Czuleger LLP 401(K) Profit Sharing Plan-18$2,938,514$128,041$7,113iApproximate average salary by contribution assumption: employee only about $177,835 at 4% or $118,556 at 6%; with 50% employer match about $118,556 at 4% or $79,038 at 6%; with 100% employer match about $88,917 at 4% or $59,278 at 6%.
2014118$2,888,760$45,725$2,540iApproximate average salary by contribution assumption: employee only about $63,507 at 4% or $42,338 at 6%; with 50% employer match about $42,338 at 4% or $28,225 at 6%; with 100% employer match about $31,753 at 4% or $21,169 at 6%.
Davidson & Czuleger LLP 401(K) Profit Sharing Plan-18$2,888,760$45,725$2,540iApproximate average salary by contribution assumption: employee only about $63,507 at 4% or $42,338 at 6%; with 50% employer match about $42,338 at 4% or $28,225 at 6%; with 100% employer match about $31,753 at 4% or $21,169 at 6%.