M. Davis Financial
Plan context: M. Davis Financial Defined Benefit Pension Plan
EIN 33-0541878 • 9 filings • 1 plans
Current Snapshot
Latest Year
2008
2008 Participants
1
2008 Assets
$1,495,150
2008 Contributions
$59,077
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2008 | 1 | 1 | $0 | $0 | - |
| M. Davis Financial Defined Benefit Pension Plan | - | 1 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| M. Davis Financial Defined Benefit Pension Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $1,495,150 | $59,077 | $19,692iApproximate average salary by contribution assumption: employee only about $492,308 at 4% or $328,206 at 6%; with 50% employer match about $328,206 at 4% or $218,804 at 6%; with 100% employer match about $246,154 at 4% or $164,103 at 6%. |
| M. Davis Financial Defined Benefit Pension Plan | - | 3 | $1,495,150 | $59,077 | $19,692iApproximate average salary by contribution assumption: employee only about $492,308 at 4% or $328,206 at 6%; with 50% employer match about $328,206 at 4% or $218,804 at 6%; with 100% employer match about $246,154 at 4% or $164,103 at 6%. |
| 2005 | 1 | 3 | $1,361,969 | $242,271 | $80,757iApproximate average salary by contribution assumption: employee only about $2,018,925 at 4% or $1,345,950 at 6%; with 50% employer match about $1,345,950 at 4% or $897,300 at 6%; with 100% employer match about $1,009,463 at 4% or $672,975 at 6%. |
| M. Davis Financial Defined Benefit Pension Plan | - | 3 | $1,361,969 | $242,271 | $80,757iApproximate average salary by contribution assumption: employee only about $2,018,925 at 4% or $1,345,950 at 6%; with 50% employer match about $1,345,950 at 4% or $897,300 at 6%; with 100% employer match about $1,009,463 at 4% or $672,975 at 6%. |
| 2004 | 1 | 3 | $1,071,622 | $223,000 | $74,333iApproximate average salary by contribution assumption: employee only about $1,858,333 at 4% or $1,238,889 at 6%; with 50% employer match about $1,238,889 at 4% or $825,926 at 6%; with 100% employer match about $929,167 at 4% or $619,444 at 6%. |
| M. Davis Financial Defined Benefit Pension Plan | - | 3 | $1,071,622 | $223,000 | $74,333iApproximate average salary by contribution assumption: employee only about $1,858,333 at 4% or $1,238,889 at 6%; with 50% employer match about $1,238,889 at 4% or $825,926 at 6%; with 100% employer match about $929,167 at 4% or $619,444 at 6%. |
| 2003 | 1 | 3 | $810,497 | $209,000 | $69,667iApproximate average salary by contribution assumption: employee only about $1,741,667 at 4% or $1,161,111 at 6%; with 50% employer match about $1,161,111 at 4% or $774,074 at 6%; with 100% employer match about $870,833 at 4% or $580,556 at 6%. |
| M. Davis Financial Defined Benefit Pension Plan | - | 3 | $810,497 | $209,000 | $69,667iApproximate average salary by contribution assumption: employee only about $1,741,667 at 4% or $1,161,111 at 6%; with 50% employer match about $1,161,111 at 4% or $774,074 at 6%; with 100% employer match about $870,833 at 4% or $580,556 at 6%. |
| 2002 | 1 | 2 | $576,683 | $205,184 | $102,592iApproximate average salary by contribution assumption: employee only about $2,564,800 at 4% or $1,709,867 at 6%; with 50% employer match about $1,709,867 at 4% or $1,139,911 at 6%; with 100% employer match about $1,282,400 at 4% or $854,933 at 6%. |
| M. Davis Financial Defined Benefit Pension Plan | - | 2 | $576,683 | $205,184 | $102,592iApproximate average salary by contribution assumption: employee only about $2,564,800 at 4% or $1,709,867 at 6%; with 50% employer match about $1,709,867 at 4% or $1,139,911 at 6%; with 100% employer match about $1,282,400 at 4% or $854,933 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| M. Davis Financial Defined Benefit Pension Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| M. Davis Financial Defined Benefit Pension Plan | - | 2 | - | - | - |