Civic Intelligence

Davis & Young Co. LLP

Plan context: Davis & Young 401K Plan and Trust

EIN 34-1235523 • Willoughby Hills, OH • 27 filings • 5 plans

35000 Chardon Rd Ste 100Willoughby Hills, OH 44094-9018
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$4,084,258

2024 Contributions

$71,491

Historical Graphs

Total Assets Over Time

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

$9,011,933$4,505,967$0199920142024YearValue
$4,084,258Latest year 2024

Participants Over Time

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

63320199920132024YearValue
17Latest 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
2024117$4,084,258$71,491$4,205iApproximate average salary by contribution assumption: employee only about $105,134 at 4% or $70,089 at 6%; with 50% employer match about $70,089 at 4% or $46,726 at 6%; with 100% employer match about $52,567 at 4% or $35,045 at 6%.
Davis & Young 401K Plan and Trust-17$4,084,258$71,491$4,205iApproximate average salary by contribution assumption: employee only about $105,134 at 4% or $70,089 at 6%; with 50% employer match about $70,089 at 4% or $46,726 at 6%; with 100% employer match about $52,567 at 4% or $35,045 at 6%.
2023119$3,827,481$81,278$4,278iApproximate average salary by contribution assumption: employee only about $106,945 at 4% or $71,296 at 6%; with 50% employer match about $71,296 at 4% or $47,531 at 6%; with 100% employer match about $53,472 at 4% or $35,648 at 6%.
Davis & Young 401K Plan and Trust-19$3,827,481$81,278$4,278iApproximate average salary by contribution assumption: employee only about $106,945 at 4% or $71,296 at 6%; with 50% employer match about $71,296 at 4% or $47,531 at 6%; with 100% employer match about $53,472 at 4% or $35,648 at 6%.
2022115$3,134,784$77,494$5,166iApproximate average salary by contribution assumption: employee only about $129,157 at 4% or $86,104 at 6%; with 50% employer match about $86,104 at 4% or $57,403 at 6%; with 100% employer match about $64,578 at 4% or $43,052 at 6%.
Davis & Young 401K Plan and Trust-15$3,134,784$77,494$5,166iApproximate average salary by contribution assumption: employee only about $129,157 at 4% or $86,104 at 6%; with 50% employer match about $86,104 at 4% or $57,403 at 6%; with 100% employer match about $64,578 at 4% or $43,052 at 6%.
2021117$4,900,456$76,766$4,516iApproximate average salary by contribution assumption: employee only about $112,891 at 4% or $75,261 at 6%; with 50% employer match about $75,261 at 4% or $50,174 at 6%; with 100% employer match about $56,446 at 4% or $37,630 at 6%.
Davis & Young 401K Plan and Trust-17$4,900,456$76,766$4,516iApproximate average salary by contribution assumption: employee only about $112,891 at 4% or $75,261 at 6%; with 50% employer match about $75,261 at 4% or $50,174 at 6%; with 100% employer match about $56,446 at 4% or $37,630 at 6%.
2020117$4,139,492$82,095$4,829iApproximate average salary by contribution assumption: employee only about $120,728 at 4% or $80,485 at 6%; with 50% employer match about $80,485 at 4% or $53,657 at 6%; with 100% employer match about $60,364 at 4% or $40,243 at 6%.
Davis & Young 401K Plan and Trust-17$4,139,492$82,095$4,829iApproximate average salary by contribution assumption: employee only about $120,728 at 4% or $80,485 at 6%; with 50% employer match about $80,485 at 4% or $53,657 at 6%; with 100% employer match about $60,364 at 4% or $40,243 at 6%.
2019117$3,499,849$80,260$4,721iApproximate average salary by contribution assumption: employee only about $118,029 at 4% or $78,686 at 6%; with 50% employer match about $78,686 at 4% or $52,458 at 6%; with 100% employer match about $59,015 at 4% or $39,343 at 6%.
Davis & Young 401K Plan and Trust-17$3,499,849$80,260$4,721iApproximate average salary by contribution assumption: employee only about $118,029 at 4% or $78,686 at 6%; with 50% employer match about $78,686 at 4% or $52,458 at 6%; with 100% employer match about $59,015 at 4% or $39,343 at 6%.
2018118$2,996,995$72,638$4,035iApproximate average salary by contribution assumption: employee only about $100,886 at 4% or $67,257 at 6%; with 50% employer match about $67,257 at 4% or $44,838 at 6%; with 100% employer match about $50,443 at 4% or $33,629 at 6%.
Davis & Young 401K Plan and Trust-18$2,996,995$72,638$4,035iApproximate average salary by contribution assumption: employee only about $100,886 at 4% or $67,257 at 6%; with 50% employer match about $67,257 at 4% or $44,838 at 6%; with 100% employer match about $50,443 at 4% or $33,629 at 6%.
2017121$3,241,369$62,173$2,961iApproximate average salary by contribution assumption: employee only about $74,015 at 4% or $49,344 at 6%; with 50% employer match about $49,344 at 4% or $32,896 at 6%; with 100% employer match about $37,008 at 4% or $24,672 at 6%.
Davis & Young 401K Plan and Trust-21$3,241,369$62,173$2,961iApproximate average salary by contribution assumption: employee only about $74,015 at 4% or $49,344 at 6%; with 50% employer match about $49,344 at 4% or $32,896 at 6%; with 100% employer match about $37,008 at 4% or $24,672 at 6%.
2016121$4,728,582$100,777$4,799iApproximate average salary by contribution assumption: employee only about $119,973 at 4% or $79,982 at 6%; with 50% employer match about $79,982 at 4% or $53,321 at 6%; with 100% employer match about $59,986 at 4% or $39,991 at 6%.
Davis & Young 401K Plan and Trust-21$4,728,582$100,777$4,799iApproximate average salary by contribution assumption: employee only about $119,973 at 4% or $79,982 at 6%; with 50% employer match about $79,982 at 4% or $53,321 at 6%; with 100% employer match about $59,986 at 4% or $39,991 at 6%.
2015132$5,856,162$299,420$9,357iApproximate average salary by contribution assumption: employee only about $233,922 at 4% or $155,948 at 6%; with 50% employer match about $155,948 at 4% or $103,965 at 6%; with 100% employer match about $116,961 at 4% or $77,974 at 6%.
Davis & Young 401K Plan and Trust-32$5,856,162$299,420$9,357iApproximate average salary by contribution assumption: employee only about $233,922 at 4% or $155,948 at 6%; with 50% employer match about $155,948 at 4% or $103,965 at 6%; with 100% employer match about $116,961 at 4% or $77,974 at 6%.
2014163$7,561,157$492,065$7,811iApproximate average salary by contribution assumption: employee only about $195,264 at 4% or $130,176 at 6%; with 50% employer match about $130,176 at 4% or $86,784 at 6%; with 100% employer match about $97,632 at 4% or $65,088 at 6%.
Davis & Young 401K Plan and Trust-63$7,561,157$492,065$7,811iApproximate average salary by contribution assumption: employee only about $195,264 at 4% or $130,176 at 6%; with 50% employer match about $130,176 at 4% or $86,784 at 6%; with 100% employer match about $97,632 at 4% or $65,088 at 6%.
2013162$9,011,933$611,161$9,857iApproximate average salary by contribution assumption: employee only about $246,436 at 4% or $164,291 at 6%; with 50% employer match about $164,291 at 4% or $109,527 at 6%; with 100% employer match about $123,218 at 4% or $82,145 at 6%.
Davis & Young 401K Plan and Trust-62$9,011,933$611,161$9,857iApproximate average salary by contribution assumption: employee only about $246,436 at 4% or $164,291 at 6%; with 50% employer match about $164,291 at 4% or $109,527 at 6%; with 100% employer match about $123,218 at 4% or $82,145 at 6%.
2012153$7,132,238$476,341$8,988iApproximate average salary by contribution assumption: employee only about $224,689 at 4% or $149,793 at 6%; with 50% employer match about $149,793 at 4% or $99,862 at 6%; with 100% employer match about $112,345 at 4% or $74,896 at 6%.
Davis & Young 401K Plan and Trust-53$7,132,238$476,341$8,988iApproximate average salary by contribution assumption: employee only about $224,689 at 4% or $149,793 at 6%; with 50% employer match about $149,793 at 4% or $99,862 at 6%; with 100% employer match about $112,345 at 4% or $74,896 at 6%.
2011152$6,198,124$592,614$11,396iApproximate average salary by contribution assumption: employee only about $284,911 at 4% or $189,940 at 6%; with 50% employer match about $189,940 at 4% or $126,627 at 6%; with 100% employer match about $142,455 at 4% or $94,970 at 6%.
Davis & Young 401K Plan and Trust-52$6,198,124$592,614$11,396iApproximate average salary by contribution assumption: employee only about $284,911 at 4% or $189,940 at 6%; with 50% employer match about $189,940 at 4% or $126,627 at 6%; with 100% employer match about $142,455 at 4% or $94,970 at 6%.
2010158$6,049,795$598,359$10,317iApproximate average salary by contribution assumption: employee only about $257,913 at 4% or $171,942 at 6%; with 50% employer match about $171,942 at 4% or $114,628 at 6%; with 100% employer match about $128,957 at 4% or $85,971 at 6%.
Davis & Young 401K Plan and Trust-58$6,049,795$598,359$10,317iApproximate average salary by contribution assumption: employee only about $257,913 at 4% or $171,942 at 6%; with 50% employer match about $171,942 at 4% or $114,628 at 6%; with 100% employer match about $128,957 at 4% or $85,971 at 6%.
2009159$4,911,467$516,514$8,754iApproximate average salary by contribution assumption: employee only about $218,862 at 4% or $145,908 at 6%; with 50% employer match about $145,908 at 4% or $97,272 at 6%; with 100% employer match about $109,431 at 4% or $72,954 at 6%.
Davis & Young 401K Plan and Trust-59$4,911,467$516,514$8,754iApproximate average salary by contribution assumption: employee only about $218,862 at 4% or $145,908 at 6%; with 50% employer match about $145,908 at 4% or $97,272 at 6%; with 100% employer match about $109,431 at 4% or $72,954 at 6%.
2008160$3,469,152$524,799$8,747iApproximate average salary by contribution assumption: employee only about $218,666 at 4% or $145,778 at 6%; with 50% employer match about $145,778 at 4% or $97,185 at 6%; with 100% employer match about $109,333 at 4% or $72,889 at 6%.
Davis & Young 401K Plan and Trust-60$3,469,152$524,799$8,747iApproximate average salary by contribution assumption: employee only about $218,666 at 4% or $145,778 at 6%; with 50% employer match about $145,778 at 4% or $97,185 at 6%; with 100% employer match about $109,333 at 4% or $72,889 at 6%.
2007158$4,735,892$804,985$13,879iApproximate average salary by contribution assumption: employee only about $346,976 at 4% or $231,318 at 6%; with 50% employer match about $231,318 at 4% or $154,212 at 6%; with 100% employer match about $173,488 at 4% or $115,659 at 6%.
Davis & Young 401K Plan and Trust-58$4,735,892$804,985$13,879iApproximate average salary by contribution assumption: employee only about $346,976 at 4% or $231,318 at 6%; with 50% employer match about $231,318 at 4% or $154,212 at 6%; with 100% employer match about $173,488 at 4% or $115,659 at 6%.
2006160$4,301,923$461,935$7,699iApproximate average salary by contribution assumption: employee only about $192,473 at 4% or $128,315 at 6%; with 50% employer match about $128,315 at 4% or $85,544 at 6%; with 100% employer match about $96,236 at 4% or $64,158 at 6%.
Davis & Young 401K Plan and Trust-60$4,301,923$461,935$7,699iApproximate average salary by contribution assumption: employee only about $192,473 at 4% or $128,315 at 6%; with 50% employer match about $128,315 at 4% or $85,544 at 6%; with 100% employer match about $96,236 at 4% or $64,158 at 6%.
2005155$3,374,701$410,452$7,463iApproximate average salary by contribution assumption: employee only about $186,569 at 4% or $124,379 at 6%; with 50% employer match about $124,379 at 4% or $82,920 at 6%; with 100% employer match about $93,285 at 4% or $62,190 at 6%.
Davis & Young 401K Plan and Trust-55$3,374,701$410,452$7,463iApproximate average salary by contribution assumption: employee only about $186,569 at 4% or $124,379 at 6%; with 50% employer match about $124,379 at 4% or $82,920 at 6%; with 100% employer match about $93,285 at 4% or $62,190 at 6%.
2004154$2,965,923$377,339$6,988iApproximate average salary by contribution assumption: employee only about $174,694 at 4% or $116,463 at 6%; with 50% employer match about $116,463 at 4% or $77,642 at 6%; with 100% employer match about $87,347 at 4% or $58,231 at 6%.
Davis & Young 401K Plan and Trust-54$2,965,923$377,339$6,988iApproximate average salary by contribution assumption: employee only about $174,694 at 4% or $116,463 at 6%; with 50% employer match about $116,463 at 4% or $77,642 at 6%; with 100% employer match about $87,347 at 4% or $58,231 at 6%.
2001249$0$0-
Davis & Young Co. Lpa Profit Sharing Plan and Trust-0---
Davis & Young 401K Plan and Trust-49---
2000231$0$0-
Davis & Young Co. Lpa Profit Sharing Plan and Trust-31---
Davis & Young 401K Plan and Trust-31---
1999229$1,902,505$260,804$8,993iApproximate average salary by contribution assumption: employee only about $224,831 at 4% or $149,887 at 6%; with 50% employer match about $149,887 at 4% or $99,925 at 6%; with 100% employer match about $112,416 at 4% or $74,944 at 6%.
Davis & Young Co. Lpa Profit Sharing Plan and Trust-29$1,736,244$150,000$5,172iApproximate average salary by contribution assumption: employee only about $129,310 at 4% or $86,207 at 6%; with 50% employer match about $86,207 at 4% or $57,471 at 6%; with 100% employer match about $64,655 at 4% or $43,103 at 6%.
Davis & Young 401K Plan and Trust-29$166,261$110,804$3,821iApproximate average salary by contribution assumption: employee only about $95,521 at 4% or $63,680 at 6%; with 50% employer match about $63,680 at 4% or $42,454 at 6%; with 100% employer match about $47,760 at 4% or $31,840 at 6%.