Civic Intelligence

David & Sons Jewelry Inc.

Plan context: DAVID & SONS JEWELRY, INC. CASH BALANCE PLAN

EIN 33-0815071 • San Diego, CA • 19 filings • 2 plans

4485 LA Jolla Village DriveSuite F-4San Diego, CA 92122
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$8,600,820

2024 Contributions

$237,104

Historical Graphs

Total Assets Over Time

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

$8,600,820$4,300,410$0201420192024YearValue
$8,600,820Latest year 2024

Participants Over Time

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

1680201420192024YearValue
16Latest 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
2024216$8,600,820$237,104$14,819iApproximate average salary by contribution assumption: employee only about $370,475 at 4% or $246,983 at 6%; with 50% employer match about $246,983 at 4% or $164,656 at 6%; with 100% employer match about $185,238 at 4% or $123,492 at 6%.
DAVID & SONS JEWELRY, INC. CASH BALANCE PLAN-16$4,882,646$0-
David & Sons Jewelry Inc. 401(K) Plan-15$3,718,174$237,104$15,807iApproximate average salary by contribution assumption: employee only about $395,173 at 4% or $263,449 at 6%; with 50% employer match about $263,449 at 4% or $175,633 at 6%; with 100% employer match about $197,587 at 4% or $131,724 at 6%.
2023215$7,316,085$654,474$43,632iApproximate average salary by contribution assumption: employee only about $1,090,790 at 4% or $727,193 at 6%; with 50% employer match about $727,193 at 4% or $484,796 at 6%; with 100% employer match about $545,395 at 4% or $363,597 at 6%.
DAVID & SONS JEWELRY, INC. CASH BALANCE PLAN-15$4,355,978$435,781$29,052iApproximate average salary by contribution assumption: employee only about $726,302 at 4% or $484,201 at 6%; with 50% employer match about $484,201 at 4% or $322,801 at 6%; with 100% employer match about $363,151 at 4% or $242,101 at 6%.
David & Sons Jewelry Inc. 401(K) Plan-13$2,960,107$218,693$16,823iApproximate average salary by contribution assumption: employee only about $420,563 at 4% or $280,376 at 6%; with 50% employer match about $280,376 at 4% or $186,917 at 6%; with 100% employer match about $210,282 at 4% or $140,188 at 6%.
2022215$5,788,823$470,863$31,391iApproximate average salary by contribution assumption: employee only about $784,772 at 4% or $523,181 at 6%; with 50% employer match about $523,181 at 4% or $348,787 at 6%; with 100% employer match about $392,386 at 4% or $261,591 at 6%.
DAVID & SONS JEWELRY, INC. CASH BALANCE PLAN-15$3,489,977$250,179$16,679iApproximate average salary by contribution assumption: employee only about $416,965 at 4% or $277,977 at 6%; with 50% employer match about $277,977 at 4% or $185,318 at 6%; with 100% employer match about $208,482 at 4% or $138,988 at 6%.
David & Sons Jewelry Inc. 401(K) Plan-12$2,298,846$220,684$18,390iApproximate average salary by contribution assumption: employee only about $459,758 at 4% or $306,506 at 6%; with 50% employer match about $306,506 at 4% or $204,337 at 6%; with 100% employer match about $229,879 at 4% or $153,253 at 6%.
2021216$6,005,243$691,995$43,250iApproximate average salary by contribution assumption: employee only about $1,081,242 at 4% or $720,828 at 6%; with 50% employer match about $720,828 at 4% or $480,552 at 6%; with 100% employer match about $540,621 at 4% or $360,414 at 6%.
DAVID & SONS JEWELRY, INC. CASH BALANCE PLAN-16$3,538,917$495,100$30,944iApproximate average salary by contribution assumption: employee only about $773,594 at 4% or $515,729 at 6%; with 50% employer match about $515,729 at 4% or $343,819 at 6%; with 100% employer match about $386,797 at 4% or $257,865 at 6%.
David & Sons Jewelry Inc. 401(K) Plan-13$2,466,326$196,895$15,146iApproximate average salary by contribution assumption: employee only about $378,644 at 4% or $252,429 at 6%; with 50% employer match about $252,429 at 4% or $168,286 at 6%; with 100% employer match about $189,322 at 4% or $126,215 at 6%.
2020215$5,104,803$696,375$46,425iApproximate average salary by contribution assumption: employee only about $1,160,625 at 4% or $773,750 at 6%; with 50% employer match about $773,750 at 4% or $515,833 at 6%; with 100% employer match about $580,313 at 4% or $386,875 at 6%.
DAVID & SONS JEWELRY, INC. CASH BALANCE PLAN-15$2,894,082$487,775$32,518iApproximate average salary by contribution assumption: employee only about $812,958 at 4% or $541,972 at 6%; with 50% employer match about $541,972 at 4% or $361,315 at 6%; with 100% employer match about $406,479 at 4% or $270,986 at 6%.
David & Sons Jewelry Inc. 401(K) Plan-14$2,210,721$208,600$14,900iApproximate average salary by contribution assumption: employee only about $372,500 at 4% or $248,333 at 6%; with 50% employer match about $248,333 at 4% or $165,556 at 6%; with 100% employer match about $186,250 at 4% or $124,167 at 6%.
2019214$4,083,858$876,529$62,609iApproximate average salary by contribution assumption: employee only about $1,565,230 at 4% or $1,043,487 at 6%; with 50% employer match about $1,043,487 at 4% or $695,658 at 6%; with 100% employer match about $782,615 at 4% or $521,743 at 6%.
DAVID & SONS JEWELRY, INC. CASH BALANCE PLAN-14$2,332,807$639,989$45,714iApproximate average salary by contribution assumption: employee only about $1,142,838 at 4% or $761,892 at 6%; with 50% employer match about $761,892 at 4% or $507,928 at 6%; with 100% employer match about $571,419 at 4% or $380,946 at 6%.
David & Sons Jewelry Inc. 401(K) Plan-13$1,751,051$236,540$18,195iApproximate average salary by contribution assumption: employee only about $454,885 at 4% or $303,256 at 6%; with 50% employer match about $303,256 at 4% or $202,171 at 6%; with 100% employer match about $227,442 at 4% or $151,628 at 6%.
2018213$2,805,768$1,219,608$93,816iApproximate average salary by contribution assumption: employee only about $2,345,400 at 4% or $1,563,600 at 6%; with 50% employer match about $1,563,600 at 4% or $1,042,400 at 6%; with 100% employer match about $1,172,700 at 4% or $781,800 at 6%.
DAVID & SONS JEWELRY, INC. CASH BALANCE PLAN-13$1,591,214$984,775$75,752iApproximate average salary by contribution assumption: employee only about $1,893,798 at 4% or $1,262,532 at 6%; with 50% employer match about $1,262,532 at 4% or $841,688 at 6%; with 100% employer match about $946,899 at 4% or $631,266 at 6%.
David & Sons Jewelry Inc. 401(K) Plan-13$1,214,554$234,833$18,064iApproximate average salary by contribution assumption: employee only about $451,602 at 4% or $301,068 at 6%; with 50% employer match about $301,068 at 4% or $200,712 at 6%; with 100% employer match about $225,801 at 4% or $150,534 at 6%.
2017214$1,675,951$877,985$62,713iApproximate average salary by contribution assumption: employee only about $1,567,830 at 4% or $1,045,220 at 6%; with 50% employer match about $1,045,220 at 4% or $696,813 at 6%; with 100% employer match about $783,915 at 4% or $522,610 at 6%.
David & Sons Jewelry Inc. 401(K) Plan-12$1,047,081$249,115$20,760iApproximate average salary by contribution assumption: employee only about $518,990 at 4% or $345,993 at 6%; with 50% employer match about $345,993 at 4% or $230,662 at 6%; with 100% employer match about $259,495 at 4% or $172,997 at 6%.
DAVID & SONS JEWELRY, INC. CASH BALANCE PLAN-14$628,870$628,870$44,919iApproximate average salary by contribution assumption: employee only about $1,122,982 at 4% or $748,655 at 6%; with 50% employer match about $748,655 at 4% or $499,103 at 6%; with 100% employer match about $561,491 at 4% or $374,327 at 6%.
2016110$675,197$239,233$23,923iApproximate average salary by contribution assumption: employee only about $598,083 at 4% or $398,722 at 6%; with 50% employer match about $398,722 at 4% or $265,814 at 6%; with 100% employer match about $299,041 at 4% or $199,361 at 6%.
David & Sons Jewelry Inc. 401(K) Plan-10$675,197$239,233$23,923iApproximate average salary by contribution assumption: employee only about $598,083 at 4% or $398,722 at 6%; with 50% employer match about $398,722 at 4% or $265,814 at 6%; with 100% employer match about $299,041 at 4% or $199,361 at 6%.
2015110$426,723$220,189$22,019iApproximate average salary by contribution assumption: employee only about $550,473 at 4% or $366,982 at 6%; with 50% employer match about $366,982 at 4% or $244,654 at 6%; with 100% employer match about $275,236 at 4% or $183,491 at 6%.
David & Sons Jewelry Inc. 401(K) Plan-10$426,723$220,189$22,019iApproximate average salary by contribution assumption: employee only about $550,473 at 4% or $366,982 at 6%; with 50% employer match about $366,982 at 4% or $244,654 at 6%; with 100% employer match about $275,236 at 4% or $183,491 at 6%.
2014111$206,442$206,442$18,767iApproximate average salary by contribution assumption: employee only about $469,186 at 4% or $312,791 at 6%; with 50% employer match about $312,791 at 4% or $208,527 at 6%; with 100% employer match about $234,593 at 4% or $156,395 at 6%.
David & Sons Jewelry Inc. 401(K) Plan-11$206,442$206,442$18,767iApproximate average salary by contribution assumption: employee only about $469,186 at 4% or $312,791 at 6%; with 50% employer match about $312,791 at 4% or $208,527 at 6%; with 100% employer match about $234,593 at 4% or $156,395 at 6%.