Civic Intelligence

Davis Financial Planning LLC

Plan context: Davis Financial Planning 401(K) Plan

EIN 27-2900900 • Asheville, NC • 9 filings • 1 plans

PO Box 18027Asheville, NC 28814
Current Snapshot

Latest Year

2022

2022 Participants

6

2022 Assets

$388,840

2022 Contributions

$23,958

Historical Graphs

Total Assets Over Time

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

$388,840$194,420$0201420182021YearValue
$388,840Latest year 2021

Participants Over Time

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

630201420182021YearValue
6Latest year 2021

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
202210$0$23,958-
Davis Financial Planning 401(K) Plan-0$0$23,958-
202116$388,840$86,167$14,361iApproximate average salary by contribution assumption: employee only about $359,029 at 4% or $239,353 at 6%; with 50% employer match about $239,353 at 4% or $159,569 at 6%; with 100% employer match about $179,515 at 4% or $119,676 at 6%.
Davis Financial Planning 401(K) Plan-6$388,840$86,167$14,361iApproximate average salary by contribution assumption: employee only about $359,029 at 4% or $239,353 at 6%; with 50% employer match about $239,353 at 4% or $159,569 at 6%; with 100% employer match about $179,515 at 4% or $119,676 at 6%.
202015$294,763$61,026$12,205iApproximate average salary by contribution assumption: employee only about $305,130 at 4% or $203,420 at 6%; with 50% employer match about $203,420 at 4% or $135,613 at 6%; with 100% employer match about $152,565 at 4% or $101,710 at 6%.
Davis Financial Planning 401(K) Plan-5$294,763$61,026$12,205iApproximate average salary by contribution assumption: employee only about $305,130 at 4% or $203,420 at 6%; with 50% employer match about $203,420 at 4% or $135,613 at 6%; with 100% employer match about $152,565 at 4% or $101,710 at 6%.
201914$213,741$57,947$14,487iApproximate average salary by contribution assumption: employee only about $362,169 at 4% or $241,446 at 6%; with 50% employer match about $241,446 at 4% or $160,964 at 6%; with 100% employer match about $181,084 at 4% or $120,723 at 6%.
Davis Financial Planning 401(K) Plan-4$213,741$57,947$14,487iApproximate average salary by contribution assumption: employee only about $362,169 at 4% or $241,446 at 6%; with 50% employer match about $241,446 at 4% or $160,964 at 6%; with 100% employer match about $181,084 at 4% or $120,723 at 6%.
201814$137,658$46,598$11,650iApproximate average salary by contribution assumption: employee only about $291,238 at 4% or $194,158 at 6%; with 50% employer match about $194,158 at 4% or $129,439 at 6%; with 100% employer match about $145,619 at 4% or $97,079 at 6%.
Davis Financial Planning 401(K) Plan-4$137,658$46,598$11,650iApproximate average salary by contribution assumption: employee only about $291,238 at 4% or $194,158 at 6%; with 50% employer match about $194,158 at 4% or $129,439 at 6%; with 100% employer match about $145,619 at 4% or $97,079 at 6%.
201713$92,852$40,671$13,557iApproximate average salary by contribution assumption: employee only about $338,925 at 4% or $225,950 at 6%; with 50% employer match about $225,950 at 4% or $150,633 at 6%; with 100% employer match about $169,463 at 4% or $112,975 at 6%.
Davis Financial Planning 401(K) Plan-3$92,852$40,671$13,557iApproximate average salary by contribution assumption: employee only about $338,925 at 4% or $225,950 at 6%; with 50% employer match about $225,950 at 4% or $150,633 at 6%; with 100% employer match about $169,463 at 4% or $112,975 at 6%.
201612$47,412$27,379$13,690iApproximate average salary by contribution assumption: employee only about $342,238 at 4% or $228,158 at 6%; with 50% employer match about $228,158 at 4% or $152,106 at 6%; with 100% employer match about $171,119 at 4% or $114,079 at 6%.
Davis Financial Planning 401(K) Plan-2$47,412$27,379$13,690iApproximate average salary by contribution assumption: employee only about $342,238 at 4% or $228,158 at 6%; with 50% employer match about $228,158 at 4% or $152,106 at 6%; with 100% employer match about $171,119 at 4% or $114,079 at 6%.
201512$18,979$17,980$8,990iApproximate average salary by contribution assumption: employee only about $224,750 at 4% or $149,833 at 6%; with 50% employer match about $149,833 at 4% or $99,889 at 6%; with 100% employer match about $112,375 at 4% or $74,917 at 6%.
Davis Financial Planning 401(K) Plan-2$18,979$17,980$8,990iApproximate average salary by contribution assumption: employee only about $224,750 at 4% or $149,833 at 6%; with 50% employer match about $149,833 at 4% or $99,889 at 6%; with 100% employer match about $112,375 at 4% or $74,917 at 6%.
201412$935$935$468iApproximate average salary by contribution assumption: employee only about $11,688 at 4% or $7,792 at 6%; with 50% employer match about $7,792 at 4% or $5,194 at 6%; with 100% employer match about $5,844 at 4% or $3,896 at 6%.
Davis Financial Planning 401(K) Plan-2$935$935$468iApproximate average salary by contribution assumption: employee only about $11,688 at 4% or $7,792 at 6%; with 50% employer match about $7,792 at 4% or $5,194 at 6%; with 100% employer match about $5,844 at 4% or $3,896 at 6%.