Civic Intelligence

James a. Davies, MD Inc.

Plan context: James a. Davies, MD Inc. 401(K) Profit Sharing Plan

EIN 33-0518262 • Oceanside, CA • 13 filings • 2 plans

2124 S. El Camino Real #100Oceanside, CA 92054
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$370,038

2021 Contributions

$86,767

Historical Graphs

Total Assets Over Time

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

$370,038$185,019$0201520182020YearValue
$370,038Latest year 2020

Participants Over Time

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

1370201520182020YearValue
2Latest year 2020

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
202110$0$0-
James a. Davies, MD Inc. 401(K) Profit Sharing Plan-0$0--
202022$370,038$0-
James a. Davies, MD Inc. 401(K) Profit Sharing Plan-2$370,038--
DAVIES EYE CENTER HEALTH AND WELFARE PLAN-0$0$0-
201927$357,105$86,767$12,395iApproximate average salary by contribution assumption: employee only about $309,882 at 4% or $206,588 at 6%; with 50% employer match about $206,588 at 4% or $137,725 at 6%; with 100% employer match about $154,941 at 4% or $103,294 at 6%.
James a. Davies, MD Inc. 401(K) Profit Sharing Plan-2$351,485$77,462$38,731iApproximate average salary by contribution assumption: employee only about $968,275 at 4% or $645,517 at 6%; with 50% employer match about $645,517 at 4% or $430,344 at 6%; with 100% employer match about $484,138 at 4% or $322,758 at 6%.
DAVIES EYE CENTER HEALTH AND WELFARE PLAN-7$5,620$9,305$1,329iApproximate average salary by contribution assumption: employee only about $33,232 at 4% or $22,155 at 6%; with 50% employer match about $22,155 at 4% or $14,770 at 6%; with 100% employer match about $16,616 at 4% or $11,077 at 6%.
2018210$261,873$12,160$1,216iApproximate average salary by contribution assumption: employee only about $30,400 at 4% or $20,267 at 6%; with 50% employer match about $20,267 at 4% or $13,511 at 6%; with 100% employer match about $15,200 at 4% or $10,133 at 6%.
James a. Davies, MD Inc. 401(K) Profit Sharing Plan-2$256,798--
DAVIES EYE CENTER HEALTH AND WELFARE PLAN-10$5,075$12,160$1,216iApproximate average salary by contribution assumption: employee only about $30,400 at 4% or $20,267 at 6%; with 50% employer match about $20,267 at 4% or $13,511 at 6%; with 100% employer match about $15,200 at 4% or $10,133 at 6%.
201728$259,359$3,395$424iApproximate average salary by contribution assumption: employee only about $10,609 at 4% or $7,073 at 6%; with 50% employer match about $7,073 at 4% or $4,715 at 6%; with 100% employer match about $5,305 at 4% or $3,536 at 6%.
James a. Davies, MD Inc. 401(K) Profit Sharing Plan-2$256,798--
DAVIES EYE CENTER HEALTH AND WELFARE PLAN-8$2,561$3,395$424iApproximate average salary by contribution assumption: employee only about $10,609 at 4% or $7,073 at 6%; with 50% employer match about $7,073 at 4% or $4,715 at 6%; with 100% employer match about $5,305 at 4% or $3,536 at 6%.
201627$279,105$215,060$30,723iApproximate average salary by contribution assumption: employee only about $768,071 at 4% or $512,048 at 6%; with 50% employer match about $512,048 at 4% or $341,365 at 6%; with 100% employer match about $384,036 at 4% or $256,024 at 6%.
James a. Davies, MD Inc. 401(K) Profit Sharing Plan-5$268,361$206,555$41,311iApproximate average salary by contribution assumption: employee only about $1,032,775 at 4% or $688,517 at 6%; with 50% employer match about $688,517 at 4% or $459,011 at 6%; with 100% employer match about $516,388 at 4% or $344,258 at 6%.
DAVIES EYE CENTER HEALTH AND WELFARE PLAN-7$10,744$8,505$1,215iApproximate average salary by contribution assumption: employee only about $30,375 at 4% or $20,250 at 6%; with 50% employer match about $20,250 at 4% or $13,500 at 6%; with 100% employer match about $15,188 at 4% or $10,125 at 6%.
2015213$71,772$74,441$5,726iApproximate average salary by contribution assumption: employee only about $143,156 at 4% or $95,437 at 6%; with 50% employer match about $95,437 at 4% or $63,625 at 6%; with 100% employer match about $71,578 at 4% or $47,719 at 6%.
James a. Davies, MD Inc. 401(K) Profit Sharing Plan-9$62,351$59,290$6,588iApproximate average salary by contribution assumption: employee only about $164,694 at 4% or $109,796 at 6%; with 50% employer match about $109,796 at 4% or $73,198 at 6%; with 100% employer match about $82,347 at 4% or $54,898 at 6%.
DAVIES EYE CENTER HEALTH AND WELFARE PLAN-13$9,421$15,151$1,165iApproximate average salary by contribution assumption: employee only about $29,137 at 4% or $19,424 at 6%; with 50% employer match about $19,424 at 4% or $12,950 at 6%; with 100% employer match about $14,568 at 4% or $9,712 at 6%.