Civic Intelligence

Davis Gillett Mottern & Sims L

Plan context: Davis Gillett Mottern & Sims L 401(K) Profit Sharing Plan & Trust

EIN 27-5561157 • 11 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$2,100,063

2024 Contributions

$148,472

Historical Graphs

Total Assets Over Time

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

$2,100,063$1,050,032$0201420192024YearValue
$2,100,063Latest year 2024

Participants Over Time

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

1580201420192024YearValue
15Latest 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
2024115$2,100,063$148,472$9,898iApproximate average salary by contribution assumption: employee only about $247,453 at 4% or $164,969 at 6%; with 50% employer match about $164,969 at 4% or $109,979 at 6%; with 100% employer match about $123,727 at 4% or $82,484 at 6%.
Davis Gillett Mottern & Sims L 401(K) Profit Sharing Plan & Trust-15$2,100,063$148,472$9,898iApproximate average salary by contribution assumption: employee only about $247,453 at 4% or $164,969 at 6%; with 50% employer match about $164,969 at 4% or $109,979 at 6%; with 100% employer match about $123,727 at 4% or $82,484 at 6%.
2023115$1,694,566$154,543$10,303iApproximate average salary by contribution assumption: employee only about $257,572 at 4% or $171,714 at 6%; with 50% employer match about $171,714 at 4% or $114,476 at 6%; with 100% employer match about $128,786 at 4% or $85,857 at 6%.
Davis Gillett Mottern & Sims L 401(K) Profit Sharing Plan & Trust-15$1,694,566$154,543$10,303iApproximate average salary by contribution assumption: employee only about $257,572 at 4% or $171,714 at 6%; with 50% employer match about $171,714 at 4% or $114,476 at 6%; with 100% employer match about $128,786 at 4% or $85,857 at 6%.
2022114$1,314,395$172,084$12,292iApproximate average salary by contribution assumption: employee only about $307,293 at 4% or $204,862 at 6%; with 50% employer match about $204,862 at 4% or $136,575 at 6%; with 100% employer match about $153,646 at 4% or $102,431 at 6%.
Davis Gillett Mottern & Sims L 401(K) Profit Sharing Plan & Trust-14$1,314,395$172,084$12,292iApproximate average salary by contribution assumption: employee only about $307,293 at 4% or $204,862 at 6%; with 50% employer match about $204,862 at 4% or $136,575 at 6%; with 100% employer match about $153,646 at 4% or $102,431 at 6%.
2021114$1,291,000$154,515$11,037iApproximate average salary by contribution assumption: employee only about $275,920 at 4% or $183,946 at 6%; with 50% employer match about $183,946 at 4% or $122,631 at 6%; with 100% employer match about $137,960 at 4% or $91,973 at 6%.
Davis Gillett Mottern & Sims L 401(K) Profit Sharing Plan & Trust-14$1,291,000$154,515$11,037iApproximate average salary by contribution assumption: employee only about $275,920 at 4% or $183,946 at 6%; with 50% employer match about $183,946 at 4% or $122,631 at 6%; with 100% employer match about $137,960 at 4% or $91,973 at 6%.
2020111$1,012,343$153,675$13,970iApproximate average salary by contribution assumption: employee only about $349,261 at 4% or $232,841 at 6%; with 50% employer match about $232,841 at 4% or $155,227 at 6%; with 100% employer match about $174,631 at 4% or $116,420 at 6%.
Davis Gillett Mottern & Sims L 401(K) Profit Sharing Plan & Trust-11$1,012,343$153,675$13,970iApproximate average salary by contribution assumption: employee only about $349,261 at 4% or $232,841 at 6%; with 50% employer match about $232,841 at 4% or $155,227 at 6%; with 100% employer match about $174,631 at 4% or $116,420 at 6%.
201919$789,034$114,460$12,718iApproximate average salary by contribution assumption: employee only about $317,944 at 4% or $211,963 at 6%; with 50% employer match about $211,963 at 4% or $141,309 at 6%; with 100% employer match about $158,972 at 4% or $105,981 at 6%.
Davis Gillett Mottern & Sims L 401(K) Profit Sharing Plan & Trust-9$789,034$114,460$12,718iApproximate average salary by contribution assumption: employee only about $317,944 at 4% or $211,963 at 6%; with 50% employer match about $211,963 at 4% or $141,309 at 6%; with 100% employer match about $158,972 at 4% or $105,981 at 6%.
2018110$574,729$172,299$17,230iApproximate average salary by contribution assumption: employee only about $430,748 at 4% or $287,165 at 6%; with 50% employer match about $287,165 at 4% or $191,443 at 6%; with 100% employer match about $215,374 at 4% or $143,583 at 6%.
Davis Gillett Mottern & Sims L 401(K) Profit Sharing Plan & Trust-10$574,729$172,299$17,230iApproximate average salary by contribution assumption: employee only about $430,748 at 4% or $287,165 at 6%; with 50% employer match about $287,165 at 4% or $191,443 at 6%; with 100% employer match about $215,374 at 4% or $143,583 at 6%.
2017110$430,844$122,100$12,210iApproximate average salary by contribution assumption: employee only about $305,250 at 4% or $203,500 at 6%; with 50% employer match about $203,500 at 4% or $135,667 at 6%; with 100% employer match about $152,625 at 4% or $101,750 at 6%.
Davis Gillett Mottern & Sims L 401(K) Profit Sharing Plan & Trust-10$430,844$122,100$12,210iApproximate average salary by contribution assumption: employee only about $305,250 at 4% or $203,500 at 6%; with 50% employer match about $203,500 at 4% or $135,667 at 6%; with 100% employer match about $152,625 at 4% or $101,750 at 6%.
201617$252,360$85,176$12,168iApproximate average salary by contribution assumption: employee only about $304,200 at 4% or $202,800 at 6%; with 50% employer match about $202,800 at 4% or $135,200 at 6%; with 100% employer match about $152,100 at 4% or $101,400 at 6%.
Davis Gillett Mottern & Sims L 401(K) Profit Sharing Plan & Trust-7$252,360$85,176$12,168iApproximate average salary by contribution assumption: employee only about $304,200 at 4% or $202,800 at 6%; with 50% employer match about $202,800 at 4% or $135,200 at 6%; with 100% employer match about $152,100 at 4% or $101,400 at 6%.
201517$231,382$120,691$17,242iApproximate average salary by contribution assumption: employee only about $431,039 at 4% or $287,360 at 6%; with 50% employer match about $287,360 at 4% or $191,573 at 6%; with 100% employer match about $215,520 at 4% or $143,680 at 6%.
Davis Gillett Mottern & Sims L 401(K) Profit Sharing Plan & Trust-7$231,382$120,691$17,242iApproximate average salary by contribution assumption: employee only about $431,039 at 4% or $287,360 at 6%; with 50% employer match about $287,360 at 4% or $191,573 at 6%; with 100% employer match about $215,520 at 4% or $143,680 at 6%.
201417$119,241$118,451$16,922iApproximate average salary by contribution assumption: employee only about $423,039 at 4% or $282,026 at 6%; with 50% employer match about $282,026 at 4% or $188,017 at 6%; with 100% employer match about $211,520 at 4% or $141,013 at 6%.
Davis Gillett Mottern & Sims L 401(K) Profit Sharing Plan & Trust-7$119,241$118,451$16,922iApproximate average salary by contribution assumption: employee only about $423,039 at 4% or $282,026 at 6%; with 50% employer match about $282,026 at 4% or $188,017 at 6%; with 100% employer match about $211,520 at 4% or $141,013 at 6%.