Civic Intelligence

Davis Financial LLC

Plan context: Davis Financial 401(K) Plan

EIN 36-4677366 • West Haven, UT • 6 filings • 1 plans

4640 South 3500 WestSuite 2West Haven, UT 84401
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$441,751

2025 Contributions

$57,530

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$441,751$220,876$0202020232025YearValue
$441,751Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

840202020232025YearValue
8Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202518$441,751$57,530$7,191iApproximate average salary by contribution assumption: employee only about $179,781 at 4% or $119,854 at 6%; with 50% employer match about $119,854 at 4% or $79,903 at 6%; with 100% employer match about $89,891 at 4% or $59,927 at 6%.
Davis Financial 401(K) Plan-8$441,751$57,530$7,191iApproximate average salary by contribution assumption: employee only about $179,781 at 4% or $119,854 at 6%; with 50% employer match about $119,854 at 4% or $79,903 at 6%; with 100% employer match about $89,891 at 4% or $59,927 at 6%.
202417$317,865$54,866$7,838iApproximate average salary by contribution assumption: employee only about $195,950 at 4% or $130,633 at 6%; with 50% employer match about $130,633 at 4% or $87,089 at 6%; with 100% employer match about $97,975 at 4% or $65,317 at 6%.
Davis Financial 401(K) Plan-7$317,865$54,866$7,838iApproximate average salary by contribution assumption: employee only about $195,950 at 4% or $130,633 at 6%; with 50% employer match about $130,633 at 4% or $87,089 at 6%; with 100% employer match about $97,975 at 4% or $65,317 at 6%.
202317$212,986$54,697$7,814iApproximate average salary by contribution assumption: employee only about $195,346 at 4% or $130,231 at 6%; with 50% employer match about $130,231 at 4% or $86,821 at 6%; with 100% employer match about $97,673 at 4% or $65,115 at 6%.
Davis Financial 401(K) Plan-7$212,986$54,697$7,814iApproximate average salary by contribution assumption: employee only about $195,346 at 4% or $130,231 at 6%; with 50% employer match about $130,231 at 4% or $86,821 at 6%; with 100% employer match about $97,673 at 4% or $65,115 at 6%.
202217$129,008$78,134$11,162iApproximate average salary by contribution assumption: employee only about $279,050 at 4% or $186,033 at 6%; with 50% employer match about $186,033 at 4% or $124,022 at 6%; with 100% employer match about $139,525 at 4% or $93,017 at 6%.
Davis Financial 401(K) Plan-7$129,008$78,134$11,162iApproximate average salary by contribution assumption: employee only about $279,050 at 4% or $186,033 at 6%; with 50% employer match about $186,033 at 4% or $124,022 at 6%; with 100% employer match about $139,525 at 4% or $93,017 at 6%.
202115$62,923$45,951$9,190iApproximate average salary by contribution assumption: employee only about $229,755 at 4% or $153,170 at 6%; with 50% employer match about $153,170 at 4% or $102,113 at 6%; with 100% employer match about $114,878 at 4% or $76,585 at 6%.
Davis Financial 401(K) Plan-5$62,923$45,951$9,190iApproximate average salary by contribution assumption: employee only about $229,755 at 4% or $153,170 at 6%; with 50% employer match about $153,170 at 4% or $102,113 at 6%; with 100% employer match about $114,878 at 4% or $76,585 at 6%.
202014$12,907$11,282$2,821iApproximate average salary by contribution assumption: employee only about $70,513 at 4% or $47,008 at 6%; with 50% employer match about $47,008 at 4% or $31,339 at 6%; with 100% employer match about $35,256 at 4% or $23,504 at 6%.
Davis Financial 401(K) Plan-4$12,907$11,282$2,821iApproximate average salary by contribution assumption: employee only about $70,513 at 4% or $47,008 at 6%; with 50% employer match about $47,008 at 4% or $31,339 at 6%; with 100% employer match about $35,256 at 4% or $23,504 at 6%.