Civic Intelligence

Kelly Davis

Plan context: Kelly Davis Profit Sharing Plan

EIN 33-0219666 • Pomona, CA • 27 filings • 2 plans

2700 Kimball AvePomona, CA 91767
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,277,256

2025 Contributions

$5,000

Historical Graphs

Total Assets Over Time

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

$2,386,623$1,193,312$0199920122024YearValue
$1,277,256Latest year 2024

Participants Over Time

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

420199920122024YearValue
4Latest 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
202510$0$0-
Kelly Davis Profit Sharing Plan-0$0--
202414$1,277,256$5,000$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
Kelly Davis Profit Sharing Plan-4$1,277,256$5,000$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
202313$1,042,480$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Kelly Davis Profit Sharing Plan-3$1,042,480$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
202213$1,778,517$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
Kelly Davis Profit Sharing Plan-3$1,778,517$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
202113$1,946,662$78,583$26,194iApproximate average salary by contribution assumption: employee only about $654,858 at 4% or $436,572 at 6%; with 50% employer match about $436,572 at 4% or $291,048 at 6%; with 100% employer match about $327,429 at 4% or $218,286 at 6%.
Kelly Davis Profit Sharing Plan-3$1,946,662$78,583$26,194iApproximate average salary by contribution assumption: employee only about $654,858 at 4% or $436,572 at 6%; with 50% employer match about $436,572 at 4% or $291,048 at 6%; with 100% employer match about $327,429 at 4% or $218,286 at 6%.
202014$2,386,623$0-
Kelly Davis Profit Sharing Plan-4$2,386,623--
201914$2,063,019$0-
Kelly Davis Profit Sharing Plan-4$2,063,019--
201814$1,834,903$72,413$18,103iApproximate average salary by contribution assumption: employee only about $452,581 at 4% or $301,721 at 6%; with 50% employer match about $301,721 at 4% or $201,147 at 6%; with 100% employer match about $226,291 at 4% or $150,860 at 6%.
Kelly Davis Profit Sharing Plan-4$1,834,903$72,413$18,103iApproximate average salary by contribution assumption: employee only about $452,581 at 4% or $301,721 at 6%; with 50% employer match about $301,721 at 4% or $201,147 at 6%; with 100% employer match about $226,291 at 4% or $150,860 at 6%.
201714$1,866,052$0-
Kelly Davis Profit Sharing Plan-4$1,866,052--
201614$1,631,199$0-
Kelly Davis Profit Sharing Plan-4$1,631,199--
201514$1,478,511$0-
Kelly Davis Profit Sharing Plan-4$1,478,511--
201414$1,517,707$680$170iApproximate average salary by contribution assumption: employee only about $4,250 at 4% or $2,833 at 6%; with 50% employer match about $2,833 at 4% or $1,889 at 6%; with 100% employer match about $2,125 at 4% or $1,417 at 6%.
Kelly Davis Profit Sharing Plan-4$1,517,707$680$170iApproximate average salary by contribution assumption: employee only about $4,250 at 4% or $2,833 at 6%; with 50% employer match about $2,833 at 4% or $1,889 at 6%; with 100% employer match about $2,125 at 4% or $1,417 at 6%.
201314$1,392,018$638$160iApproximate average salary by contribution assumption: employee only about $3,988 at 4% or $2,658 at 6%; with 50% employer match about $2,658 at 4% or $1,772 at 6%; with 100% employer match about $1,994 at 4% or $1,329 at 6%.
Kelly Davis Profit Sharing Plan-4$1,392,018$638$160iApproximate average salary by contribution assumption: employee only about $3,988 at 4% or $2,658 at 6%; with 50% employer match about $2,658 at 4% or $1,772 at 6%; with 100% employer match about $1,994 at 4% or $1,329 at 6%.
201214$1,182,895$7,060$1,765iApproximate average salary by contribution assumption: employee only about $44,125 at 4% or $29,417 at 6%; with 50% employer match about $29,417 at 4% or $19,611 at 6%; with 100% employer match about $22,063 at 4% or $14,708 at 6%.
Kelly Davis Profit Sharing Plan-4$1,182,895$7,060$1,765iApproximate average salary by contribution assumption: employee only about $44,125 at 4% or $29,417 at 6%; with 50% employer match about $29,417 at 4% or $19,611 at 6%; with 100% employer match about $22,063 at 4% or $14,708 at 6%.
201114$1,097,637$68,042$17,011iApproximate average salary by contribution assumption: employee only about $425,263 at 4% or $283,508 at 6%; with 50% employer match about $283,508 at 4% or $189,006 at 6%; with 100% employer match about $212,631 at 4% or $141,754 at 6%.
Kelly Davis Profit Sharing Plan-4$1,097,637$68,042$17,011iApproximate average salary by contribution assumption: employee only about $425,263 at 4% or $283,508 at 6%; with 50% employer match about $283,508 at 4% or $189,006 at 6%; with 100% employer match about $212,631 at 4% or $141,754 at 6%.
201014$1,023,054$12,225$3,056iApproximate average salary by contribution assumption: employee only about $76,406 at 4% or $50,938 at 6%; with 50% employer match about $50,938 at 4% or $33,958 at 6%; with 100% employer match about $38,203 at 4% or $25,469 at 6%.
Kelly Davis Profit Sharing Plan-4$1,023,054$12,225$3,056iApproximate average salary by contribution assumption: employee only about $76,406 at 4% or $50,938 at 6%; with 50% employer match about $50,938 at 4% or $33,958 at 6%; with 100% employer match about $38,203 at 4% or $25,469 at 6%.
200913$926,790$48,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Kelly Davis Profit Sharing Plan-3$926,790$48,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
200812$756,966$49,040$24,520iApproximate average salary by contribution assumption: employee only about $613,000 at 4% or $408,667 at 6%; with 50% employer match about $408,667 at 4% or $272,444 at 6%; with 100% employer match about $306,500 at 4% or $204,333 at 6%.
Kelly Davis Profit Sharing Plan-2$756,966$49,040$24,520iApproximate average salary by contribution assumption: employee only about $613,000 at 4% or $408,667 at 6%; with 50% employer match about $408,667 at 4% or $272,444 at 6%; with 100% employer match about $306,500 at 4% or $204,333 at 6%.
200712$904,552$59,408$29,704iApproximate average salary by contribution assumption: employee only about $742,600 at 4% or $495,067 at 6%; with 50% employer match about $495,067 at 4% or $330,044 at 6%; with 100% employer match about $371,300 at 4% or $247,533 at 6%.
Kelly Davis Profit Sharing Plan-2$904,552$59,408$29,704iApproximate average salary by contribution assumption: employee only about $742,600 at 4% or $495,067 at 6%; with 50% employer match about $495,067 at 4% or $330,044 at 6%; with 100% employer match about $371,300 at 4% or $247,533 at 6%.
200612$766,450$57,559$28,780iApproximate average salary by contribution assumption: employee only about $719,488 at 4% or $479,658 at 6%; with 50% employer match about $479,658 at 4% or $319,772 at 6%; with 100% employer match about $359,744 at 4% or $239,829 at 6%.
Kelly Davis Profit Sharing Plan-2$766,450$57,559$28,780iApproximate average salary by contribution assumption: employee only about $719,488 at 4% or $479,658 at 6%; with 50% employer match about $479,658 at 4% or $319,772 at 6%; with 100% employer match about $359,744 at 4% or $239,829 at 6%.
200512$625,975$54,243$27,122iApproximate average salary by contribution assumption: employee only about $678,038 at 4% or $452,025 at 6%; with 50% employer match about $452,025 at 4% or $301,350 at 6%; with 100% employer match about $339,019 at 4% or $226,013 at 6%.
Kelly Davis Profit Sharing Plan-2$625,975$54,243$27,122iApproximate average salary by contribution assumption: employee only about $678,038 at 4% or $452,025 at 6%; with 50% employer match about $452,025 at 4% or $301,350 at 6%; with 100% employer match about $339,019 at 4% or $226,013 at 6%.
200413$564,310$59,171$19,724iApproximate average salary by contribution assumption: employee only about $493,092 at 4% or $328,728 at 6%; with 50% employer match about $328,728 at 4% or $219,152 at 6%; with 100% employer match about $246,546 at 4% or $164,364 at 6%.
Kelly Davis Profit Sharing Plan-3$564,310$59,171$19,724iApproximate average salary by contribution assumption: employee only about $493,092 at 4% or $328,728 at 6%; with 50% employer match about $328,728 at 4% or $219,152 at 6%; with 100% employer match about $246,546 at 4% or $164,364 at 6%.
200313$466,897$57,176$19,059iApproximate average salary by contribution assumption: employee only about $476,467 at 4% or $317,644 at 6%; with 50% employer match about $317,644 at 4% or $211,763 at 6%; with 100% employer match about $238,233 at 4% or $158,822 at 6%.
Kelly Davis Profit Sharing Plan-3$466,897$57,176$19,059iApproximate average salary by contribution assumption: employee only about $476,467 at 4% or $317,644 at 6%; with 50% employer match about $317,644 at 4% or $211,763 at 6%; with 100% employer match about $238,233 at 4% or $158,822 at 6%.
200212$331,572$39,509$19,755iApproximate average salary by contribution assumption: employee only about $493,863 at 4% or $329,242 at 6%; with 50% employer match about $329,242 at 4% or $219,494 at 6%; with 100% employer match about $246,931 at 4% or $164,621 at 6%.
Kelly Davis Profit Sharing Plan-2$331,572$39,509$19,755iApproximate average salary by contribution assumption: employee only about $493,863 at 4% or $329,242 at 6%; with 50% employer match about $329,242 at 4% or $219,494 at 6%; with 100% employer match about $246,931 at 4% or $164,621 at 6%.
200112$337,438$21,800$10,900iApproximate average salary by contribution assumption: employee only about $272,500 at 4% or $181,667 at 6%; with 50% employer match about $181,667 at 4% or $121,111 at 6%; with 100% employer match about $136,250 at 4% or $90,833 at 6%.
Kelly Davis Profit Sharing Plan-2$337,438$21,800$10,900iApproximate average salary by contribution assumption: employee only about $272,500 at 4% or $181,667 at 6%; with 50% employer match about $181,667 at 4% or $121,111 at 6%; with 100% employer match about $136,250 at 4% or $90,833 at 6%.
200012$343,698$19,532$9,766iApproximate average salary by contribution assumption: employee only about $244,150 at 4% or $162,767 at 6%; with 50% employer match about $162,767 at 4% or $108,511 at 6%; with 100% employer match about $122,075 at 4% or $81,383 at 6%.
Kelly Davis Profit Sharing Plan-2$343,698$19,532$9,766iApproximate average salary by contribution assumption: employee only about $244,150 at 4% or $162,767 at 6%; with 50% employer match about $162,767 at 4% or $108,511 at 6%; with 100% employer match about $122,075 at 4% or $81,383 at 6%.
199912$333,038$19,073$9,537iApproximate average salary by contribution assumption: employee only about $238,413 at 4% or $158,942 at 6%; with 50% employer match about $158,942 at 4% or $105,961 at 6%; with 100% employer match about $119,206 at 4% or $79,471 at 6%.
Kelly Davis Profit Sharing Plan-2$333,038$19,073$9,537iApproximate average salary by contribution assumption: employee only about $238,413 at 4% or $158,942 at 6%; with 50% employer match about $158,942 at 4% or $105,961 at 6%; with 100% employer match about $119,206 at 4% or $79,471 at 6%.