Peter M Davis
Plan context: Peter M Davis Retirement Plan Charles Schwab Prototype Keogh Plan
EIN 36-3776994 • Evanston, IL • 7 filings • 3 plans
Current Snapshot
Latest Year
2011
2011 Participants
2
2011 Assets
$948,158
2011 Contributions
$15,461
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 2 | $948,158 | $15,461 | $7,731iApproximate average salary by contribution assumption: employee only about $193,263 at 4% or $128,842 at 6%; with 50% employer match about $128,842 at 4% or $85,894 at 6%; with 100% employer match about $96,631 at 4% or $64,421 at 6%. |
| Peter M Davis Retirement Plan Charles Schwab Prototype Keogh Plan | - | 2 | $948,158 | $15,461 | $7,731iApproximate average salary by contribution assumption: employee only about $193,263 at 4% or $128,842 at 6%; with 50% employer match about $128,842 at 4% or $85,894 at 6%; with 100% employer match about $96,631 at 4% or $64,421 at 6%. |
| 2010 | 1 | 2 | $1,551,963 | $5,085 | $2,543iApproximate average salary by contribution assumption: employee only about $63,563 at 4% or $42,375 at 6%; with 50% employer match about $42,375 at 4% or $28,250 at 6%; with 100% employer match about $31,781 at 4% or $21,188 at 6%. |
| Peter M Davis Retirement Plan Charles Schwab Prototype Keogh Plan | - | 2 | $1,551,963 | $5,085 | $2,543iApproximate average salary by contribution assumption: employee only about $63,563 at 4% or $42,375 at 6%; with 50% employer match about $42,375 at 4% or $28,250 at 6%; with 100% employer match about $31,781 at 4% or $21,188 at 6%. |
| 2009 | 1 | 2 | $1,433,078 | $1,250 | $625iApproximate average salary by contribution assumption: employee only about $15,625 at 4% or $10,417 at 6%; with 50% employer match about $10,417 at 4% or $6,944 at 6%; with 100% employer match about $7,813 at 4% or $5,208 at 6%. |
| Peter M Davis Retirement Plan Charles Schwab Prototype Keogh Plan | - | 2 | $1,433,078 | $1,250 | $625iApproximate average salary by contribution assumption: employee only about $15,625 at 4% or $10,417 at 6%; with 50% employer match about $10,417 at 4% or $6,944 at 6%; with 100% employer match about $7,813 at 4% or $5,208 at 6%. |
| 2002 | 1 | 2 | $0 | $0 | - |
| Peter M Davis Retirement Plan Charles Schwab Prototype Keogh Plan | - | 2 | - | - | - |
| 2001 | 1 | 2 | $914,196 | $5,376 | $2,688iApproximate average salary by contribution assumption: employee only about $67,200 at 4% or $44,800 at 6%; with 50% employer match about $44,800 at 4% or $29,867 at 6%; with 100% employer match about $33,600 at 4% or $22,400 at 6%. |
| Peter M Davis Retirement Plan Charles Schwab Prototype Keogh Plan | - | 2 | $914,196 | $5,376 | $2,688iApproximate average salary by contribution assumption: employee only about $67,200 at 4% or $44,800 at 6%; with 50% employer match about $44,800 at 4% or $29,867 at 6%; with 100% employer match about $33,600 at 4% or $22,400 at 6%. |
| 2000 | 1 | 2 | $1,017,010 | $5,376 | $2,688iApproximate average salary by contribution assumption: employee only about $67,200 at 4% or $44,800 at 6%; with 50% employer match about $44,800 at 4% or $29,867 at 6%; with 100% employer match about $33,600 at 4% or $22,400 at 6%. |
| Peter M Davis Retirement Plan Charles Schwab Prototype Keogh Plan | - | 2 | $1,017,010 | $5,376 | $2,688iApproximate average salary by contribution assumption: employee only about $67,200 at 4% or $44,800 at 6%; with 50% employer match about $44,800 at 4% or $29,867 at 6%; with 100% employer match about $33,600 at 4% or $22,400 at 6%. |
| 1999 | 1 | 2 | $1,136,486 | $12,040 | $6,020iApproximate average salary by contribution assumption: employee only about $150,500 at 4% or $100,333 at 6%; with 50% employer match about $100,333 at 4% or $66,889 at 6%; with 100% employer match about $75,250 at 4% or $50,167 at 6%. |
| Peter M Davis Retirement Plan Charles Schwab Prototype Keogh Plan | - | 2 | $1,136,486 | $12,040 | $6,020iApproximate average salary by contribution assumption: employee only about $150,500 at 4% or $100,333 at 6%; with 50% employer match about $100,333 at 4% or $66,889 at 6%; with 100% employer match about $75,250 at 4% or $50,167 at 6%. |