DAVIS & ASSOCIATES, INC.
Plan context: DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN
EIN 35-1844731 • Indianapolis, IN • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$1,330,138
2024 Contributions
$96,779
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 12 | $1,330,138 | $96,779 | $8,065iApproximate average salary by contribution assumption: employee only about $201,623 at 4% or $134,415 at 6%; with 50% employer match about $134,415 at 4% or $89,610 at 6%; with 100% employer match about $100,811 at 4% or $67,208 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 12 | $1,330,138 | $96,779 | $8,065iApproximate average salary by contribution assumption: employee only about $201,623 at 4% or $134,415 at 6%; with 50% employer match about $134,415 at 4% or $89,610 at 6%; with 100% employer match about $100,811 at 4% or $67,208 at 6%. |
| 2023 | 1 | 12 | $1,112,166 | $96,470 | $8,039iApproximate average salary by contribution assumption: employee only about $200,979 at 4% or $133,986 at 6%; with 50% employer match about $133,986 at 4% or $89,324 at 6%; with 100% employer match about $100,490 at 4% or $66,993 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 12 | $1,112,166 | $96,470 | $8,039iApproximate average salary by contribution assumption: employee only about $200,979 at 4% or $133,986 at 6%; with 50% employer match about $133,986 at 4% or $89,324 at 6%; with 100% employer match about $100,490 at 4% or $66,993 at 6%. |
| 2022 | 1 | 12 | $875,704 | $68,910 | $5,743iApproximate average salary by contribution assumption: employee only about $143,563 at 4% or $95,708 at 6%; with 50% employer match about $95,708 at 4% or $63,806 at 6%; with 100% employer match about $71,781 at 4% or $47,854 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 12 | $875,704 | $68,910 | $5,743iApproximate average salary by contribution assumption: employee only about $143,563 at 4% or $95,708 at 6%; with 50% employer match about $95,708 at 4% or $63,806 at 6%; with 100% employer match about $71,781 at 4% or $47,854 at 6%. |
| 2021 | 1 | 11 | $955,413 | $74,241 | $6,749iApproximate average salary by contribution assumption: employee only about $168,730 at 4% or $112,486 at 6%; with 50% employer match about $112,486 at 4% or $74,991 at 6%; with 100% employer match about $84,365 at 4% or $56,243 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 11 | $955,413 | $74,241 | $6,749iApproximate average salary by contribution assumption: employee only about $168,730 at 4% or $112,486 at 6%; with 50% employer match about $112,486 at 4% or $74,991 at 6%; with 100% employer match about $84,365 at 4% or $56,243 at 6%. |
| 2020 | 1 | 9 | $779,089 | $59,850 | $6,650iApproximate average salary by contribution assumption: employee only about $166,250 at 4% or $110,833 at 6%; with 50% employer match about $110,833 at 4% or $73,889 at 6%; with 100% employer match about $83,125 at 4% or $55,417 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 9 | $779,089 | $59,850 | $6,650iApproximate average salary by contribution assumption: employee only about $166,250 at 4% or $110,833 at 6%; with 50% employer match about $110,833 at 4% or $73,889 at 6%; with 100% employer match about $83,125 at 4% or $55,417 at 6%. |
| 2019 | 1 | 9 | $655,605 | $60,970 | $6,774iApproximate average salary by contribution assumption: employee only about $169,361 at 4% or $112,907 at 6%; with 50% employer match about $112,907 at 4% or $75,272 at 6%; with 100% employer match about $84,681 at 4% or $56,454 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 9 | $655,605 | $60,970 | $6,774iApproximate average salary by contribution assumption: employee only about $169,361 at 4% or $112,907 at 6%; with 50% employer match about $112,907 at 4% or $75,272 at 6%; with 100% employer match about $84,681 at 4% or $56,454 at 6%. |
| 2018 | 1 | 11 | $527,927 | $65,724 | $5,975iApproximate average salary by contribution assumption: employee only about $149,373 at 4% or $99,582 at 6%; with 50% employer match about $99,582 at 4% or $66,388 at 6%; with 100% employer match about $74,686 at 4% or $49,791 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 11 | $527,927 | $65,724 | $5,975iApproximate average salary by contribution assumption: employee only about $149,373 at 4% or $99,582 at 6%; with 50% employer match about $99,582 at 4% or $66,388 at 6%; with 100% employer match about $74,686 at 4% or $49,791 at 6%. |
| 2017 | 1 | 13 | $599,968 | $71,956 | $5,535iApproximate average salary by contribution assumption: employee only about $138,377 at 4% or $92,251 at 6%; with 50% employer match about $92,251 at 4% or $61,501 at 6%; with 100% employer match about $69,188 at 4% or $46,126 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 13 | $599,968 | $71,956 | $5,535iApproximate average salary by contribution assumption: employee only about $138,377 at 4% or $92,251 at 6%; with 50% employer match about $92,251 at 4% or $61,501 at 6%; with 100% employer match about $69,188 at 4% or $46,126 at 6%. |
| 2016 | 1 | 13 | $461,668 | $73,694 | $5,669iApproximate average salary by contribution assumption: employee only about $141,719 at 4% or $94,479 at 6%; with 50% employer match about $94,479 at 4% or $62,986 at 6%; with 100% employer match about $70,860 at 4% or $47,240 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 13 | $461,668 | $73,694 | $5,669iApproximate average salary by contribution assumption: employee only about $141,719 at 4% or $94,479 at 6%; with 50% employer match about $94,479 at 4% or $62,986 at 6%; with 100% employer match about $70,860 at 4% or $47,240 at 6%. |
| 2015 | 1 | 13 | $405,958 | $81,983 | $6,306iApproximate average salary by contribution assumption: employee only about $157,660 at 4% or $105,106 at 6%; with 50% employer match about $105,106 at 4% or $70,071 at 6%; with 100% employer match about $78,830 at 4% or $52,553 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 13 | $405,958 | $81,983 | $6,306iApproximate average salary by contribution assumption: employee only about $157,660 at 4% or $105,106 at 6%; with 50% employer match about $105,106 at 4% or $70,071 at 6%; with 100% employer match about $78,830 at 4% or $52,553 at 6%. |
| 2014 | 1 | 8 | $331,879 | $20,410 | $2,551iApproximate average salary by contribution assumption: employee only about $63,781 at 4% or $42,521 at 6%; with 50% employer match about $42,521 at 4% or $28,347 at 6%; with 100% employer match about $31,891 at 4% or $21,260 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 8 | $331,879 | $20,410 | $2,551iApproximate average salary by contribution assumption: employee only about $63,781 at 4% or $42,521 at 6%; with 50% employer match about $42,521 at 4% or $28,347 at 6%; with 100% employer match about $31,891 at 4% or $21,260 at 6%. |
| 2013 | 1 | 10 | $317,294 | $19,852 | $1,985iApproximate average salary by contribution assumption: employee only about $49,630 at 4% or $33,087 at 6%; with 50% employer match about $33,087 at 4% or $22,058 at 6%; with 100% employer match about $24,815 at 4% or $16,543 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 10 | $317,294 | $19,852 | $1,985iApproximate average salary by contribution assumption: employee only about $49,630 at 4% or $33,087 at 6%; with 50% employer match about $33,087 at 4% or $22,058 at 6%; with 100% employer match about $24,815 at 4% or $16,543 at 6%. |
| 2012 | 1 | 12 | $294,603 | $19,272 | $1,606iApproximate average salary by contribution assumption: employee only about $40,150 at 4% or $26,767 at 6%; with 50% employer match about $26,767 at 4% or $17,844 at 6%; with 100% employer match about $20,075 at 4% or $13,383 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 12 | $294,603 | $19,272 | $1,606iApproximate average salary by contribution assumption: employee only about $40,150 at 4% or $26,767 at 6%; with 50% employer match about $26,767 at 4% or $17,844 at 6%; with 100% employer match about $20,075 at 4% or $13,383 at 6%. |
| 2011 | 1 | 12 | $266,768 | $20,595 | $1,716iApproximate average salary by contribution assumption: employee only about $42,906 at 4% or $28,604 at 6%; with 50% employer match about $28,604 at 4% or $19,069 at 6%; with 100% employer match about $21,453 at 4% or $14,302 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST | - | 12 | $266,768 | $20,595 | $1,716iApproximate average salary by contribution assumption: employee only about $42,906 at 4% or $28,604 at 6%; with 50% employer match about $28,604 at 4% or $19,069 at 6%; with 100% employer match about $21,453 at 4% or $14,302 at 6%. |
| 2010 | 1 | 12 | $286,726 | $13,840 | $1,153iApproximate average salary by contribution assumption: employee only about $28,833 at 4% or $19,222 at 6%; with 50% employer match about $19,222 at 4% or $12,815 at 6%; with 100% employer match about $14,417 at 4% or $9,611 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST | - | 12 | $286,726 | $13,840 | $1,153iApproximate average salary by contribution assumption: employee only about $28,833 at 4% or $19,222 at 6%; with 50% employer match about $19,222 at 4% or $12,815 at 6%; with 100% employer match about $14,417 at 4% or $9,611 at 6%. |
| 2009 | 1 | 10 | $240,731 | $19,220 | $1,922iApproximate average salary by contribution assumption: employee only about $48,050 at 4% or $32,033 at 6%; with 50% employer match about $32,033 at 4% or $21,356 at 6%; with 100% employer match about $24,025 at 4% or $16,017 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST | - | 10 | $240,731 | $19,220 | $1,922iApproximate average salary by contribution assumption: employee only about $48,050 at 4% or $32,033 at 6%; with 50% employer match about $32,033 at 4% or $21,356 at 6%; with 100% employer match about $24,025 at 4% or $16,017 at 6%. |
| 2008 | 1 | 10 | $188,088 | $36,385 | $3,639iApproximate average salary by contribution assumption: employee only about $90,963 at 4% or $60,642 at 6%; with 50% employer match about $60,642 at 4% or $40,428 at 6%; with 100% employer match about $45,481 at 4% or $30,321 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST | - | 10 | $188,088 | $36,385 | $3,639iApproximate average salary by contribution assumption: employee only about $90,963 at 4% or $60,642 at 6%; with 50% employer match about $60,642 at 4% or $40,428 at 6%; with 100% employer match about $45,481 at 4% or $30,321 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST | - | 9 | - | - | - |
| 2006 | 1 | 7 | $193,757 | $41,030 | $5,861iApproximate average salary by contribution assumption: employee only about $146,536 at 4% or $97,690 at 6%; with 50% employer match about $97,690 at 4% or $65,127 at 6%; with 100% employer match about $73,268 at 4% or $48,845 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST | - | 7 | $193,757 | $41,030 | $5,861iApproximate average salary by contribution assumption: employee only about $146,536 at 4% or $97,690 at 6%; with 50% employer match about $97,690 at 4% or $65,127 at 6%; with 100% employer match about $73,268 at 4% or $48,845 at 6%. |
| 2005 | 1 | 8 | $153,371 | $34,315 | $4,289iApproximate average salary by contribution assumption: employee only about $107,234 at 4% or $71,490 at 6%; with 50% employer match about $71,490 at 4% or $47,660 at 6%; with 100% employer match about $53,617 at 4% or $35,745 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST | - | 8 | $153,371 | $34,315 | $4,289iApproximate average salary by contribution assumption: employee only about $107,234 at 4% or $71,490 at 6%; with 50% employer match about $71,490 at 4% or $47,660 at 6%; with 100% employer match about $53,617 at 4% or $35,745 at 6%. |
| 2004 | 1 | 12 | $110,933 | $27,395 | $2,283iApproximate average salary by contribution assumption: employee only about $57,073 at 4% or $38,049 at 6%; with 50% employer match about $38,049 at 4% or $25,366 at 6%; with 100% employer match about $28,536 at 4% or $19,024 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST | - | 12 | $110,933 | $27,395 | $2,283iApproximate average salary by contribution assumption: employee only about $57,073 at 4% or $38,049 at 6%; with 50% employer match about $38,049 at 4% or $25,366 at 6%; with 100% employer match about $28,536 at 4% or $19,024 at 6%. |
| 2003 | 1 | 10 | $77,390 | $23,935 | $2,394iApproximate average salary by contribution assumption: employee only about $59,838 at 4% or $39,892 at 6%; with 50% employer match about $39,892 at 4% or $26,594 at 6%; with 100% employer match about $29,919 at 4% or $19,946 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST | - | 10 | $77,390 | $23,935 | $2,394iApproximate average salary by contribution assumption: employee only about $59,838 at 4% or $39,892 at 6%; with 50% employer match about $39,892 at 4% or $26,594 at 6%; with 100% employer match about $29,919 at 4% or $19,946 at 6%. |
| 2002 | 1 | 8 | $38,269 | $25,080 | $3,135iApproximate average salary by contribution assumption: employee only about $78,375 at 4% or $52,250 at 6%; with 50% employer match about $52,250 at 4% or $34,833 at 6%; with 100% employer match about $39,188 at 4% or $26,125 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 8 | $38,269 | $25,080 | $3,135iApproximate average salary by contribution assumption: employee only about $78,375 at 4% or $52,250 at 6%; with 50% employer match about $52,250 at 4% or $34,833 at 6%; with 100% employer match about $39,188 at 4% or $26,125 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| DAVIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 8 | - | - | - |
| 2000 | 1 | 20 | $14,183 | $14,090 | $705iApproximate average salary by contribution assumption: employee only about $17,613 at 4% or $11,742 at 6%; with 50% employer match about $11,742 at 4% or $7,828 at 6%; with 100% employer match about $8,806 at 4% or $5,871 at 6%. |
| DAVIS & ASSOCIATES, INC. 401K PLAN AND TRUST | - | 20 | $14,183 | $14,090 | $705iApproximate average salary by contribution assumption: employee only about $17,613 at 4% or $11,742 at 6%; with 50% employer match about $11,742 at 4% or $7,828 at 6%; with 100% employer match about $8,806 at 4% or $5,871 at 6%. |