Davis & Associates
Plan context: DAVIS & ASSOCIATES DEFINED BENEFIT PLAN
EIN 36-4237747 • Chesterfield, MO • 14 filings • 3 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$1,762,407
2019 Contributions
$162,543
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 |
|---|---|---|---|---|---|
| 2019 | 2 | 0 | $0 | $162,543 | - |
| Davis & Associates 401K Plan | - | 0 | $0 | $27,543 | - |
| DAVIS & ASSOCIATES DEFINED BENEFIT PLAN | - | 0 | $0 | $135,000 | - |
| 2018 | 2 | 1 | $1,762,407 | $200,318 | $200,318iApproximate average salary by contribution assumption: employee only about $5,007,950 at 4% or $3,338,633 at 6%; with 50% employer match about $3,338,633 at 4% or $2,225,756 at 6%; with 100% employer match about $2,503,975 at 4% or $1,669,317 at 6%. |
| DAVIS & ASSOCIATES DEFINED BENEFIT PLAN | - | 1 | $1,538,928 | $174,000 | $174,000iApproximate average salary by contribution assumption: employee only about $4,350,000 at 4% or $2,900,000 at 6%; with 50% employer match about $2,900,000 at 4% or $1,933,333 at 6%; with 100% employer match about $2,175,000 at 4% or $1,450,000 at 6%. |
| Davis & Associates 401K Plan | - | 1 | $223,479 | $26,318 | $26,318iApproximate average salary by contribution assumption: employee only about $657,950 at 4% or $438,633 at 6%; with 50% employer match about $438,633 at 4% or $292,422 at 6%; with 100% employer match about $328,975 at 4% or $219,317 at 6%. |
| 2017 | 2 | 2 | $1,686,538 | $172,633 | $86,317iApproximate average salary by contribution assumption: employee only about $2,157,913 at 4% or $1,438,608 at 6%; with 50% employer match about $1,438,608 at 4% or $959,072 at 6%; with 100% employer match about $1,078,956 at 4% or $719,304 at 6%. |
| DAVIS & ASSOCIATES DEFINED BENEFIT PLAN | - | 2 | $1,472,322 | $143,500 | $71,750iApproximate average salary by contribution assumption: employee only about $1,793,750 at 4% or $1,195,833 at 6%; with 50% employer match about $1,195,833 at 4% or $797,222 at 6%; with 100% employer match about $896,875 at 4% or $597,917 at 6%. |
| Davis & Associates 401K Plan | - | 2 | $214,216 | $29,133 | $14,567iApproximate average salary by contribution assumption: employee only about $364,163 at 4% or $242,775 at 6%; with 50% employer match about $242,775 at 4% or $161,850 at 6%; with 100% employer match about $182,081 at 4% or $121,388 at 6%. |
| 2016 | 2 | 2 | $1,360,638 | $178,114 | $89,057iApproximate average salary by contribution assumption: employee only about $2,226,425 at 4% or $1,484,283 at 6%; with 50% employer match about $1,484,283 at 4% or $989,522 at 6%; with 100% employer match about $1,113,213 at 4% or $742,142 at 6%. |
| DAVIS & ASSOCIATES DEFINED BENEFIT PLAN | - | 2 | $1,176,851 | $144,000 | $72,000iApproximate average salary by contribution assumption: employee only about $1,800,000 at 4% or $1,200,000 at 6%; with 50% employer match about $1,200,000 at 4% or $800,000 at 6%; with 100% employer match about $900,000 at 4% or $600,000 at 6%. |
| Davis & Associates 401K Plan | - | 2 | $183,787 | $34,114 | $17,057iApproximate average salary by contribution assumption: employee only about $426,425 at 4% or $284,283 at 6%; with 50% employer match about $284,283 at 4% or $189,522 at 6%; with 100% employer match about $213,213 at 4% or $142,142 at 6%. |
| 2015 | 2 | 2 | $1,085,194 | $132,768 | $66,384iApproximate average salary by contribution assumption: employee only about $1,659,600 at 4% or $1,106,400 at 6%; with 50% employer match about $1,106,400 at 4% or $737,600 at 6%; with 100% employer match about $829,800 at 4% or $553,200 at 6%. |
| DAVIS & ASSOCIATES DEFINED BENEFIT PLAN | - | 2 | $947,499 | $97,955 | $48,978iApproximate average salary by contribution assumption: employee only about $1,224,438 at 4% or $816,292 at 6%; with 50% employer match about $816,292 at 4% or $544,194 at 6%; with 100% employer match about $612,219 at 4% or $408,146 at 6%. |
| Davis & Associates 401K Plan | - | 2 | $137,695 | $34,813 | $17,407iApproximate average salary by contribution assumption: employee only about $435,163 at 4% or $290,108 at 6%; with 50% employer match about $290,108 at 4% or $193,406 at 6%; with 100% employer match about $217,581 at 4% or $145,054 at 6%. |
| 2014 | 2 | 2 | $976,331 | $138,936 | $69,468iApproximate average salary by contribution assumption: employee only about $1,736,700 at 4% or $1,157,800 at 6%; with 50% employer match about $1,157,800 at 4% or $771,867 at 6%; with 100% employer match about $868,350 at 4% or $578,900 at 6%. |
| DAVIS & ASSOCIATES DEFINED BENEFIT PLAN | - | 2 | $873,100 | $75,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| Davis & Associates 401K Plan | - | 2 | $103,231 | $63,936 | $31,968iApproximate average salary by contribution assumption: employee only about $799,200 at 4% or $532,800 at 6%; with 50% employer match about $532,800 at 4% or $355,200 at 6%; with 100% employer match about $399,600 at 4% or $266,400 at 6%. |
| 2013 | 2 | 2 | $790,981 | $182,675 | $91,338iApproximate average salary by contribution assumption: employee only about $2,283,438 at 4% or $1,522,292 at 6%; with 50% employer match about $1,522,292 at 4% or $1,014,861 at 6%; with 100% employer match about $1,141,719 at 4% or $761,146 at 6%. |
| DAVIS & ASSOCIATES DEFINED BENEFIT PLAN | - | 1 | $756,172 | $150,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| DAVIS & ASSOCIATES 401(K) PLAN | - | 2 | $34,809 | $32,675 | $16,338iApproximate average salary by contribution assumption: employee only about $408,438 at 4% or $272,292 at 6%; with 50% employer match about $272,292 at 4% or $181,528 at 6%; with 100% employer match about $204,219 at 4% or $136,146 at 6%. |