Civic Intelligence

R. G. Davis and Company

Plan context: R. G. Davis and Company Profit Sharing Trust

EIN 34-0879768 • 9 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$489,605

2008 Contributions

$23,409

Historical Graphs

Total Assets Over Time

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

$600,079$300,040$019992004YearValue
$489,605Latest year 2004

Participants Over Time

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

320199920032008YearValue
1Latest year 2008

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
200811$0$0-
R. G. Davis and Company Profit Sharing Trust-1---
200711$0$0-
R. G. Davis and Company Profit Sharing Trust-1---
200611$0$0-
R. G. Davis and Company Profit Sharing Trust-1---
200411$489,605$0-
R. G. Davis and Company Profit Sharing Trust-1$489,605--
200313$0$0-
R. G. Davis and Company Profit Sharing Trust-3---
200213$0$0-
R. G. Davis and Company Profit Sharing Trust-3---
200113$0$0-
R. G. Davis and Company Profit Sharing Trust-3---
200013$0$0-
R. G. Davis and Company Profit Sharing Trust-3---
199913$600,079$23,409$7,803iApproximate average salary by contribution assumption: employee only about $195,075 at 4% or $130,050 at 6%; with 50% employer match about $130,050 at 4% or $86,700 at 6%; with 100% employer match about $97,538 at 4% or $65,025 at 6%.
R. G. Davis and Company Profit Sharing Trust-3$600,079$23,409$7,803iApproximate average salary by contribution assumption: employee only about $195,075 at 4% or $130,050 at 6%; with 50% employer match about $130,050 at 4% or $86,700 at 6%; with 100% employer match about $97,538 at 4% or $65,025 at 6%.