Davis & Engert PC.
Plan context: DAVIS & ENGERT, P.C. 401(K) PROFIT SHARING PLAN & TRUST
EIN 36-3554839 • Park Ridge, IL • 35 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$6,575,297
2024 Contributions
$208,568
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 | 15 | $6,575,297 | $208,568 | $13,905iApproximate average salary by contribution assumption: employee only about $347,613 at 4% or $231,742 at 6%; with 50% employer match about $231,742 at 4% or $154,495 at 6%; with 100% employer match about $173,807 at 4% or $115,871 at 6%. |
| DAVIS & ENGERT, P.C. 401(K) PROFIT SHARING PLAN & TRUST | - | 15 | $6,575,297 | $208,568 | $13,905iApproximate average salary by contribution assumption: employee only about $347,613 at 4% or $231,742 at 6%; with 50% employer match about $231,742 at 4% or $154,495 at 6%; with 100% employer match about $173,807 at 4% or $115,871 at 6%. |
| 2023 | 1 | 17 | $5,827,719 | $172,110 | $10,124iApproximate average salary by contribution assumption: employee only about $253,103 at 4% or $168,735 at 6%; with 50% employer match about $168,735 at 4% or $112,490 at 6%; with 100% employer match about $126,551 at 4% or $84,368 at 6%. |
| DAVIS & ENGERT, P.C. 401(K) PROFIT SHARING PLAN & TRUST | - | 17 | $5,827,719 | $172,110 | $10,124iApproximate average salary by contribution assumption: employee only about $253,103 at 4% or $168,735 at 6%; with 50% employer match about $168,735 at 4% or $112,490 at 6%; with 100% employer match about $126,551 at 4% or $84,368 at 6%. |
| 2022 | 1 | 15 | $4,964,725 | $151,881 | $10,125iApproximate average salary by contribution assumption: employee only about $253,135 at 4% or $168,757 at 6%; with 50% employer match about $168,757 at 4% or $112,504 at 6%; with 100% employer match about $126,568 at 4% or $84,378 at 6%. |
| DAVIS & ENGERT, P.C. 401(K) PROFIT SHARING PLAN & TRUST | - | 15 | $4,964,725 | $151,881 | $10,125iApproximate average salary by contribution assumption: employee only about $253,135 at 4% or $168,757 at 6%; with 50% employer match about $168,757 at 4% or $112,504 at 6%; with 100% employer match about $126,568 at 4% or $84,378 at 6%. |
| 2021 | 1 | 14 | $5,541,892 | $149,482 | $10,677iApproximate average salary by contribution assumption: employee only about $266,932 at 4% or $177,955 at 6%; with 50% employer match about $177,955 at 4% or $118,637 at 6%; with 100% employer match about $133,466 at 4% or $88,977 at 6%. |
| DAVIS & ENGERT, P.C. 401(K) PROFIT SHARING PLAN & TRUST | - | 14 | $5,541,892 | $149,482 | $10,677iApproximate average salary by contribution assumption: employee only about $266,932 at 4% or $177,955 at 6%; with 50% employer match about $177,955 at 4% or $118,637 at 6%; with 100% employer match about $133,466 at 4% or $88,977 at 6%. |
| 2020 | 1 | 14 | $4,748,683 | $120,464 | $8,605iApproximate average salary by contribution assumption: employee only about $215,114 at 4% or $143,410 at 6%; with 50% employer match about $143,410 at 4% or $95,606 at 6%; with 100% employer match about $107,557 at 4% or $71,705 at 6%. |
| DAVIS & ENGERT, P.C. 401(K) PROFIT SHARING PLAN & TRUST | - | 14 | $4,748,683 | $120,464 | $8,605iApproximate average salary by contribution assumption: employee only about $215,114 at 4% or $143,410 at 6%; with 50% employer match about $143,410 at 4% or $95,606 at 6%; with 100% employer match about $107,557 at 4% or $71,705 at 6%. |
| 2019 | 1 | 13 | $4,084,472 | $130,685 | $10,053iApproximate average salary by contribution assumption: employee only about $251,317 at 4% or $167,545 at 6%; with 50% employer match about $167,545 at 4% or $111,697 at 6%; with 100% employer match about $125,659 at 4% or $83,772 at 6%. |
| DAVIS & ENGERT, P.C. 401(K) PROFIT SHARING PLAN & TRUST | - | 13 | $4,084,472 | $130,685 | $10,053iApproximate average salary by contribution assumption: employee only about $251,317 at 4% or $167,545 at 6%; with 50% employer match about $167,545 at 4% or $111,697 at 6%; with 100% employer match about $125,659 at 4% or $83,772 at 6%. |
| 2018 | 1 | 10 | $3,295,955 | $138,796 | $13,880iApproximate average salary by contribution assumption: employee only about $346,990 at 4% or $231,327 at 6%; with 50% employer match about $231,327 at 4% or $154,218 at 6%; with 100% employer match about $173,495 at 4% or $115,663 at 6%. |
| DAVIS & ENGERT, P.C. 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $3,295,955 | $138,796 | $13,880iApproximate average salary by contribution assumption: employee only about $346,990 at 4% or $231,327 at 6%; with 50% employer match about $231,327 at 4% or $154,218 at 6%; with 100% employer match about $173,495 at 4% or $115,663 at 6%. |
| 2017 | 1 | 13 | $3,469,779 | $129,669 | $9,975iApproximate average salary by contribution assumption: employee only about $249,363 at 4% or $166,242 at 6%; with 50% employer match about $166,242 at 4% or $110,828 at 6%; with 100% employer match about $124,682 at 4% or $83,121 at 6%. |
| DAVIS & ENGERT, P.C. 401(K) PROFIT SHARING PLAN & TRUST | - | 13 | $3,469,779 | $129,669 | $9,975iApproximate average salary by contribution assumption: employee only about $249,363 at 4% or $166,242 at 6%; with 50% employer match about $166,242 at 4% or $110,828 at 6%; with 100% employer match about $124,682 at 4% or $83,121 at 6%. |
| 2016 | 1 | 14 | $2,913,020 | $170,660 | $12,190iApproximate average salary by contribution assumption: employee only about $304,750 at 4% or $203,167 at 6%; with 50% employer match about $203,167 at 4% or $135,444 at 6%; with 100% employer match about $152,375 at 4% or $101,583 at 6%. |
| DAVIS & ENGERT, P.C. 401(K) PROFIT SHARING PLAN & TRUST | - | 14 | $2,913,020 | $170,660 | $12,190iApproximate average salary by contribution assumption: employee only about $304,750 at 4% or $203,167 at 6%; with 50% employer match about $203,167 at 4% or $135,444 at 6%; with 100% employer match about $152,375 at 4% or $101,583 at 6%. |
| 2015 | 1 | 23 | $2,554,147 | $145,957 | $6,346iApproximate average salary by contribution assumption: employee only about $158,649 at 4% or $105,766 at 6%; with 50% employer match about $105,766 at 4% or $70,511 at 6%; with 100% employer match about $79,324 at 4% or $52,883 at 6%. |
| DAVIS & ENGERT, P.C. 401(K) PROFIT SHARING PLAN & TRUST | - | 23 | $2,554,147 | $145,957 | $6,346iApproximate average salary by contribution assumption: employee only about $158,649 at 4% or $105,766 at 6%; with 50% employer match about $105,766 at 4% or $70,511 at 6%; with 100% employer match about $79,324 at 4% or $52,883 at 6%. |
| 2014 | 1 | 18 | $2,447,875 | $145,029 | $8,057iApproximate average salary by contribution assumption: employee only about $201,429 at 4% or $134,286 at 6%; with 50% employer match about $134,286 at 4% or $89,524 at 6%; with 100% employer match about $100,715 at 4% or $67,143 at 6%. |
| DAVIS & ENGERT, P.C. 401(K) PROFIT SHARING PLAN & TRUST | - | 18 | $2,447,875 | $145,029 | $8,057iApproximate average salary by contribution assumption: employee only about $201,429 at 4% or $134,286 at 6%; with 50% employer match about $134,286 at 4% or $89,524 at 6%; with 100% employer match about $100,715 at 4% or $67,143 at 6%. |
| 2013 | 1 | 17 | $2,159,777 | $136,454 | $8,027iApproximate average salary by contribution assumption: employee only about $200,668 at 4% or $133,778 at 6%; with 50% employer match about $133,778 at 4% or $89,186 at 6%; with 100% employer match about $100,334 at 4% or $66,889 at 6%. |
| DAVIS & ENGERT, P.C. 401(K) PROFIT SHARING PLAN & TRUST | - | 17 | $2,159,777 | $136,454 | $8,027iApproximate average salary by contribution assumption: employee only about $200,668 at 4% or $133,778 at 6%; with 50% employer match about $133,778 at 4% or $89,186 at 6%; with 100% employer match about $100,334 at 4% or $66,889 at 6%. |
| 2012 | 2 | 16 | $1,765,602 | $140,013 | $8,751iApproximate average salary by contribution assumption: employee only about $218,770 at 4% or $145,847 at 6%; with 50% employer match about $145,847 at 4% or $97,231 at 6%; with 100% employer match about $109,385 at 4% or $72,923 at 6%. |
| DAVIS & ENGERT, P.C. 401(K) PROFIT SHARING PLAN & TRUST | - | 16 | $1,765,168 | $140,013 | $8,751iApproximate average salary by contribution assumption: employee only about $218,770 at 4% or $145,847 at 6%; with 50% employer match about $145,847 at 4% or $97,231 at 6%; with 100% employer match about $109,385 at 4% or $72,923 at 6%. |
| Davis & Engert PC. Profit Sharing Plan | - | 1 | $434 | $0 | - |
| 2011 | 2 | 16 | $1,431,231 | $135,827 | $8,489iApproximate average salary by contribution assumption: employee only about $212,230 at 4% or $141,486 at 6%; with 50% employer match about $141,486 at 4% or $94,324 at 6%; with 100% employer match about $106,115 at 4% or $70,743 at 6%. |
| DAVIS & ENGERT, P.C. 401(K) PROFIT SHARING PLAN & TRUST | - | 16 | $1,430,820 | $135,827 | $8,489iApproximate average salary by contribution assumption: employee only about $212,230 at 4% or $141,486 at 6%; with 50% employer match about $141,486 at 4% or $94,324 at 6%; with 100% employer match about $106,115 at 4% or $70,743 at 6%. |
| Davis & Engert PC. Profit Sharing Plan | - | 1 | $411 | $0 | - |
| 2010 | 2 | 16 | $1,328,675 | $140,948 | $8,809iApproximate average salary by contribution assumption: employee only about $220,231 at 4% or $146,821 at 6%; with 50% employer match about $146,821 at 4% or $97,881 at 6%; with 100% employer match about $110,116 at 4% or $73,410 at 6%. |
| DAVIS & ENGERT, P.C. 401(K) PROFIT SHARING PLAN & TRUST | - | 16 | $1,328,240 | $140,948 | $8,809iApproximate average salary by contribution assumption: employee only about $220,231 at 4% or $146,821 at 6%; with 50% employer match about $146,821 at 4% or $97,881 at 6%; with 100% employer match about $110,116 at 4% or $73,410 at 6%. |
| Davis & Engert PC. Profit Sharing Plan | - | 1 | $435 | $0 | - |
| 2009 | 2 | 15 | $1,039,504 | $146,634 | $9,776iApproximate average salary by contribution assumption: employee only about $244,390 at 4% or $162,927 at 6%; with 50% employer match about $162,927 at 4% or $108,618 at 6%; with 100% employer match about $122,195 at 4% or $81,463 at 6%. |
| DAVIS & ENGERT, P.C. 401(K) PROFIT SHARING PLAN & TRUST | - | 15 | $1,039,096 | $146,634 | $9,776iApproximate average salary by contribution assumption: employee only about $244,390 at 4% or $162,927 at 6%; with 50% employer match about $162,927 at 4% or $108,618 at 6%; with 100% employer match about $122,195 at 4% or $81,463 at 6%. |
| Davis & Engert PC. Profit Sharing Plan | - | 1 | $408 | $0 | - |
| 2008 | 2 | 9 | $713,605 | $124,284 | $13,809iApproximate average salary by contribution assumption: employee only about $345,233 at 4% or $230,156 at 6%; with 50% employer match about $230,156 at 4% or $153,437 at 6%; with 100% employer match about $172,617 at 4% or $115,078 at 6%. |
| DAVIS & ENGERT, P.C. 401K PROFIT SHARING PLAN & TRUST | - | 9 | $713,244 | $124,284 | $13,809iApproximate average salary by contribution assumption: employee only about $345,233 at 4% or $230,156 at 6%; with 50% employer match about $230,156 at 4% or $153,437 at 6%; with 100% employer match about $172,617 at 4% or $115,078 at 6%. |
| Davis & Engert PC. Profit Sharing Plan | - | 0 | $361 | - | - |
| 2007 | 2 | 9 | $0 | $0 | - |
| Davis & Engert PC. Profit Sharing Plan | - | 0 | - | - | - |
| DAVIS & ENGERT, P.C. 401K PROFIT SHARING PLAN & TRUST | - | 9 | - | - | - |
| 2006 | 2 | 10 | $722,558 | $134,186 | $13,419iApproximate average salary by contribution assumption: employee only about $335,465 at 4% or $223,643 at 6%; with 50% employer match about $223,643 at 4% or $149,096 at 6%; with 100% employer match about $167,733 at 4% or $111,822 at 6%. |
| DAVIS & ENGERT, P.C. 401K PROFIT SHARING PLAN & TRUST | - | 10 | $722,079 | $134,186 | $13,419iApproximate average salary by contribution assumption: employee only about $335,465 at 4% or $223,643 at 6%; with 50% employer match about $223,643 at 4% or $149,096 at 6%; with 100% employer match about $167,733 at 4% or $111,822 at 6%. |
| Davis & Engert PC. Profit Sharing Plan | - | 0 | $479 | - | - |
| 2005 | 2 | 8 | $557,646 | $123,540 | $15,443iApproximate average salary by contribution assumption: employee only about $386,063 at 4% or $257,375 at 6%; with 50% employer match about $257,375 at 4% or $171,583 at 6%; with 100% employer match about $193,031 at 4% or $128,688 at 6%. |
| DAVIS & ENGERT, P.C. 401K PROFIT SHARING PLAN & TRUST | - | 8 | $556,779 | $123,540 | $15,443iApproximate average salary by contribution assumption: employee only about $386,063 at 4% or $257,375 at 6%; with 50% employer match about $257,375 at 4% or $171,583 at 6%; with 100% employer match about $193,031 at 4% or $128,688 at 6%. |
| Davis & Engert PC. Profit Sharing Plan | - | 0 | $867 | - | - |
| 2004 | 2 | 12 | $399,683 | $122,954 | $10,246iApproximate average salary by contribution assumption: employee only about $256,154 at 4% or $170,769 at 6%; with 50% employer match about $170,769 at 4% or $113,846 at 6%; with 100% employer match about $128,077 at 4% or $85,385 at 6%. |
| DAVIS & ENGERT, P.C. 401K PROFIT SHARING PLAN & TRUST | - | 12 | $398,859 | $122,954 | $10,246iApproximate average salary by contribution assumption: employee only about $256,154 at 4% or $170,769 at 6%; with 50% employer match about $170,769 at 4% or $113,846 at 6%; with 100% employer match about $128,077 at 4% or $85,385 at 6%. |
| Davis & Engert PC. Profit Sharing Plan | - | 1 | $824 | - | - |
| 2003 | 1 | 8 | $0 | $0 | - |
| DAVIS & ENGERT, P.C. 401K PROFIT SHARING PLAN & TRUST | - | 8 | - | - | - |
| 2002 | 1 | 6 | $0 | $0 | - |
| Davis & Engert PC. Profit Sharing Plan | - | 6 | - | - | - |
| 2001 | 1 | 6 | $0 | $0 | - |
| Davis & Engert PC. Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 1 | 7 | $0 | $0 | - |
| Davis & Engert PC. Profit Sharing Plan | - | 7 | - | - | - |
| 1999 | 1 | 6 | $83,063 | $33,484 | $5,581iApproximate average salary by contribution assumption: employee only about $139,517 at 4% or $93,011 at 6%; with 50% employer match about $93,011 at 4% or $62,007 at 6%; with 100% employer match about $69,758 at 4% or $46,506 at 6%. |
| Davis & Engert PC. Profit Sharing Plan | - | 6 | $83,063 | $33,484 | $5,581iApproximate average salary by contribution assumption: employee only about $139,517 at 4% or $93,011 at 6%; with 50% employer match about $93,011 at 4% or $62,007 at 6%; with 100% employer match about $69,758 at 4% or $46,506 at 6%. |