He Davis & Associates Limited
Plan context: He Davis & Associates Limited 401(K) Profit Sharing Plan & Trust
EIN 36-2677491 • Oak Lawn, IL • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
22
2025 Assets
$49,697
2025 Contributions
$21,862
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 22 | $49,697 | $21,862 | $994iApproximate average salary by contribution assumption: employee only about $24,843 at 4% or $16,562 at 6%; with 50% employer match about $16,562 at 4% or $11,041 at 6%; with 100% employer match about $12,422 at 4% or $8,281 at 6%. |
| He Davis & Associates Limited 401(K) Profit Sharing Plan & Trust | - | 22 | $49,697 | $21,862 | $994iApproximate average salary by contribution assumption: employee only about $24,843 at 4% or $16,562 at 6%; with 50% employer match about $16,562 at 4% or $11,041 at 6%; with 100% employer match about $12,422 at 4% or $8,281 at 6%. |
| 2024 | 1 | 20 | $31,052 | $20,566 | $1,028iApproximate average salary by contribution assumption: employee only about $25,708 at 4% or $17,138 at 6%; with 50% employer match about $17,138 at 4% or $11,426 at 6%; with 100% employer match about $12,854 at 4% or $8,569 at 6%. |
| He Davis & Associates Limited 401(K) Profit Sharing Plan & Trust | - | 20 | $31,052 | $20,566 | $1,028iApproximate average salary by contribution assumption: employee only about $25,708 at 4% or $17,138 at 6%; with 50% employer match about $17,138 at 4% or $11,426 at 6%; with 100% employer match about $12,854 at 4% or $8,569 at 6%. |
| 2023 | 1 | 16 | $13,813 | $14,596 | $912iApproximate average salary by contribution assumption: employee only about $22,806 at 4% or $15,204 at 6%; with 50% employer match about $15,204 at 4% or $10,136 at 6%; with 100% employer match about $11,403 at 4% or $7,602 at 6%. |
| He Davis & Associates Limited 401(K) Profit Sharing Plan & Trust | - | 16 | $13,813 | $14,596 | $912iApproximate average salary by contribution assumption: employee only about $22,806 at 4% or $15,204 at 6%; with 50% employer match about $15,204 at 4% or $10,136 at 6%; with 100% employer match about $11,403 at 4% or $7,602 at 6%. |