Civic Intelligence

Davis & Davis Orthodontics PC.

Plan context: DAVIS & DAVIS CASH BALANCE PLAN

EIN 38-3567272 • Midland, MI • 40 filings • 2 plans

200 Northgate DriveMidland, MI 48640-7344
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$17,106

2024 Contributions

$221,478

Historical Graphs

Total Assets Over Time

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

$6,255,288$3,127,644$0200220132023YearValue
$17,106Latest year 2023

Participants Over Time

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

23120200220132023YearValue
3Latest year 2023

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
202410$0$0-
DAVIS & DAVIS CASH BALANCE PLAN-0$0$0-
202313$17,106$0-
DAVIS & DAVIS CASH BALANCE PLAN-3$17,106$0-
2022113$1,954,495$0-
DAVIS & DAVIS CASH BALANCE PLAN-13$1,954,495$0-
2021122$2,176,515$0-
DAVIS & DAVIS CASH BALANCE PLAN-22$2,176,515$0-
2020123$2,065,387$0-
DAVIS & DAVIS CASH BALANCE PLAN-23$2,065,387$0-
2019218$6,255,288$221,478$12,304iApproximate average salary by contribution assumption: employee only about $307,608 at 4% or $205,072 at 6%; with 50% employer match about $205,072 at 4% or $136,715 at 6%; with 100% employer match about $153,804 at 4% or $102,536 at 6%.
Davis & Davis Employees Profit Sharing Plan-12$4,393,197$131,478$10,957iApproximate average salary by contribution assumption: employee only about $273,913 at 4% or $182,608 at 6%; with 50% employer match about $182,608 at 4% or $121,739 at 6%; with 100% employer match about $136,956 at 4% or $91,304 at 6%.
DAVIS & DAVIS CASH BALANCE PLAN-18$1,862,091$90,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
2018212$5,061,714$210,819$17,568iApproximate average salary by contribution assumption: employee only about $439,206 at 4% or $292,804 at 6%; with 50% employer match about $292,804 at 4% or $195,203 at 6%; with 100% employer match about $219,603 at 4% or $146,402 at 6%.
Davis & Davis Employees Profit Sharing Plan-12$3,518,873$130,819$10,902iApproximate average salary by contribution assumption: employee only about $272,540 at 4% or $181,693 at 6%; with 50% employer match about $181,693 at 4% or $121,129 at 6%; with 100% employer match about $136,270 at 4% or $90,847 at 6%.
DAVIS & DAVIS CASH BALANCE PLAN-12$1,542,841$80,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
2017211$5,195,551$227,476$20,680iApproximate average salary by contribution assumption: employee only about $516,991 at 4% or $344,661 at 6%; with 50% employer match about $344,661 at 4% or $229,774 at 6%; with 100% employer match about $258,495 at 4% or $172,330 at 6%.
Davis & Davis Employees Profit Sharing Plan-11$3,659,787$144,476$13,134iApproximate average salary by contribution assumption: employee only about $328,355 at 4% or $218,903 at 6%; with 50% employer match about $218,903 at 4% or $145,935 at 6%; with 100% employer match about $164,177 at 4% or $109,452 at 6%.
DAVIS & DAVIS CASH BALANCE PLAN-11$1,535,764$83,000$7,545iApproximate average salary by contribution assumption: employee only about $188,636 at 4% or $125,758 at 6%; with 50% employer match about $125,758 at 4% or $83,838 at 6%; with 100% employer match about $94,318 at 4% or $62,879 at 6%.
2016212$4,352,772$156,574$13,048iApproximate average salary by contribution assumption: employee only about $326,196 at 4% or $217,464 at 6%; with 50% employer match about $217,464 at 4% or $144,976 at 6%; with 100% employer match about $163,098 at 4% or $108,732 at 6%.
Davis & Davis Employees Profit Sharing Plan-12$3,026,308$94,362$7,864iApproximate average salary by contribution assumption: employee only about $196,588 at 4% or $131,058 at 6%; with 50% employer match about $131,058 at 4% or $87,372 at 6%; with 100% employer match about $98,294 at 4% or $65,529 at 6%.
DAVIS & DAVIS CASH BALANCE PLAN-11$1,326,464$62,212$5,656iApproximate average salary by contribution assumption: employee only about $141,391 at 4% or $94,261 at 6%; with 50% employer match about $94,261 at 4% or $62,840 at 6%; with 100% employer match about $70,695 at 4% or $47,130 at 6%.
2015212$3,957,993$229,940$19,162iApproximate average salary by contribution assumption: employee only about $479,042 at 4% or $319,361 at 6%; with 50% employer match about $319,361 at 4% or $212,907 at 6%; with 100% employer match about $239,521 at 4% or $159,681 at 6%.
Davis & Davis Employees Profit Sharing Plan-12$2,755,649$139,940$11,662iApproximate average salary by contribution assumption: employee only about $291,542 at 4% or $194,361 at 6%; with 50% employer match about $194,361 at 4% or $129,574 at 6%; with 100% employer match about $145,771 at 4% or $97,181 at 6%.
DAVIS & DAVIS CASH BALANCE PLAN-11$1,202,344$90,000$8,182iApproximate average salary by contribution assumption: employee only about $204,545 at 4% or $136,364 at 6%; with 50% employer match about $136,364 at 4% or $90,909 at 6%; with 100% employer match about $102,273 at 4% or $68,182 at 6%.
2014212$3,782,741$170,203$14,184iApproximate average salary by contribution assumption: employee only about $354,590 at 4% or $236,393 at 6%; with 50% employer match about $236,393 at 4% or $157,595 at 6%; with 100% employer match about $177,295 at 4% or $118,197 at 6%.
Davis & Davis Employees Profit Sharing Plan-12$2,654,289$130,203$10,850iApproximate average salary by contribution assumption: employee only about $271,256 at 4% or $180,838 at 6%; with 50% employer match about $180,838 at 4% or $120,558 at 6%; with 100% employer match about $135,628 at 4% or $90,419 at 6%.
DAVIS & DAVIS CASH BALANCE PLAN-12$1,128,452$40,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
2013214$3,370,123$212,333$15,167iApproximate average salary by contribution assumption: employee only about $379,166 at 4% or $252,777 at 6%; with 50% employer match about $252,777 at 4% or $168,518 at 6%; with 100% employer match about $189,583 at 4% or $126,389 at 6%.
Davis & Davis Employees Profit Sharing Plan-13$2,353,995$127,053$9,773iApproximate average salary by contribution assumption: employee only about $244,333 at 4% or $162,888 at 6%; with 50% employer match about $162,888 at 4% or $108,592 at 6%; with 100% employer match about $122,166 at 4% or $81,444 at 6%.
DAVIS & DAVIS CASH BALANCE PLAN-14$1,016,128$85,280$6,091iApproximate average salary by contribution assumption: employee only about $152,286 at 4% or $101,524 at 6%; with 50% employer match about $101,524 at 4% or $67,683 at 6%; with 100% employer match about $76,143 at 4% or $50,762 at 6%.
2012213$2,722,263$170,429$13,110iApproximate average salary by contribution assumption: employee only about $327,748 at 4% or $218,499 at 6%; with 50% employer match about $218,499 at 4% or $145,666 at 6%; with 100% employer match about $163,874 at 4% or $109,249 at 6%.
Davis & Davis Employees Profit Sharing Plan-13$1,840,513$87,727$6,748iApproximate average salary by contribution assumption: employee only about $168,706 at 4% or $112,471 at 6%; with 50% employer match about $112,471 at 4% or $74,980 at 6%; with 100% employer match about $84,353 at 4% or $56,235 at 6%.
DAVIS & DAVIS CASH BALANCE PLAN-13$881,750$82,702$6,362iApproximate average salary by contribution assumption: employee only about $159,042 at 4% or $106,028 at 6%; with 50% employer match about $106,028 at 4% or $70,685 at 6%; with 100% employer match about $79,521 at 4% or $53,014 at 6%.
2011213$2,315,620$154,350$11,873iApproximate average salary by contribution assumption: employee only about $296,827 at 4% or $197,885 at 6%; with 50% employer match about $197,885 at 4% or $131,923 at 6%; with 100% employer match about $148,413 at 4% or $98,942 at 6%.
Davis & Davis Employees Profit Sharing Plan-13$1,588,315$94,350$7,258iApproximate average salary by contribution assumption: employee only about $181,442 at 4% or $120,962 at 6%; with 50% employer match about $120,962 at 4% or $80,641 at 6%; with 100% employer match about $90,721 at 4% or $60,481 at 6%.
DAVIS & DAVIS CASH BALANCE PLAN-13$727,305$60,000$4,615iApproximate average salary by contribution assumption: employee only about $115,385 at 4% or $76,923 at 6%; with 50% employer match about $76,923 at 4% or $51,282 at 6%; with 100% employer match about $57,692 at 4% or $38,462 at 6%.
2010214$2,251,865$124,982$8,927iApproximate average salary by contribution assumption: employee only about $223,182 at 4% or $148,788 at 6%; with 50% employer match about $148,788 at 4% or $99,192 at 6%; with 100% employer match about $111,591 at 4% or $74,394 at 6%.
Davis & Davis Employees Profit Sharing Plan-14$1,590,423$84,982$6,070iApproximate average salary by contribution assumption: employee only about $151,754 at 4% or $101,169 at 6%; with 50% employer match about $101,169 at 4% or $67,446 at 6%; with 100% employer match about $75,877 at 4% or $50,585 at 6%.
DAVIS & DAVIS CASH BALANCE PLAN-14$661,442$40,000$2,857iApproximate average salary by contribution assumption: employee only about $71,429 at 4% or $47,619 at 6%; with 50% employer match about $47,619 at 4% or $31,746 at 6%; with 100% employer match about $35,714 at 4% or $23,810 at 6%.
2009213$1,894,156$175,612$13,509iApproximate average salary by contribution assumption: employee only about $337,715 at 4% or $225,144 at 6%; with 50% employer match about $225,144 at 4% or $150,096 at 6%; with 100% employer match about $168,858 at 4% or $112,572 at 6%.
Davis & Davis Employees Profit Sharing Plan-13$1,323,534$138,612$10,662iApproximate average salary by contribution assumption: employee only about $266,562 at 4% or $177,708 at 6%; with 50% employer match about $177,708 at 4% or $118,472 at 6%; with 100% employer match about $133,281 at 4% or $88,854 at 6%.
DAVIS & DAVIS CASH BALANCE PLAN-13$570,622$37,000$2,846iApproximate average salary by contribution assumption: employee only about $71,154 at 4% or $47,436 at 6%; with 50% employer match about $47,436 at 4% or $31,624 at 6%; with 100% employer match about $35,577 at 4% or $23,718 at 6%.
2008214$1,329,228$211,244$15,089iApproximate average salary by contribution assumption: employee only about $377,221 at 4% or $251,481 at 6%; with 50% employer match about $251,481 at 4% or $167,654 at 6%; with 100% employer match about $188,611 at 4% or $125,740 at 6%.
Davis & Davis Employees Profit Sharing Plan-14$869,945$115,054$8,218iApproximate average salary by contribution assumption: employee only about $205,454 at 4% or $136,969 at 6%; with 50% employer match about $136,969 at 4% or $91,313 at 6%; with 100% employer match about $102,727 at 4% or $68,485 at 6%.
DAVIS & DAVIS CASH BALANCE PLAN-14$459,283$96,190$6,871iApproximate average salary by contribution assumption: employee only about $171,768 at 4% or $114,512 at 6%; with 50% employer match about $114,512 at 4% or $76,341 at 6%; with 100% employer match about $85,884 at 4% or $57,256 at 6%.
2007213$1,282,522$133,697$10,284iApproximate average salary by contribution assumption: employee only about $257,110 at 4% or $171,406 at 6%; with 50% employer match about $171,406 at 4% or $114,271 at 6%; with 100% employer match about $128,555 at 4% or $85,703 at 6%.
Davis & Davis Employees Profit Sharing Plan-12$1,282,522$133,697$11,141iApproximate average salary by contribution assumption: employee only about $278,535 at 4% or $185,690 at 6%; with 50% employer match about $185,690 at 4% or $123,794 at 6%; with 100% employer match about $139,268 at 4% or $92,845 at 6%.
DAVIS & DAVIS CASH BALANCE PLAN-13---
2006210$1,397,528$179,783$17,978iApproximate average salary by contribution assumption: employee only about $449,458 at 4% or $299,638 at 6%; with 50% employer match about $299,638 at 4% or $199,759 at 6%; with 100% employer match about $224,729 at 4% or $149,819 at 6%.
Davis & Davis Employees Profit Sharing Plan-10$1,096,427$111,502$11,150iApproximate average salary by contribution assumption: employee only about $278,755 at 4% or $185,837 at 6%; with 50% employer match about $185,837 at 4% or $123,891 at 6%; with 100% employer match about $139,378 at 4% or $92,918 at 6%.
DAVIS & DAVIS CASH BALANCE PLAN-10$301,101$68,281$6,828iApproximate average salary by contribution assumption: employee only about $170,703 at 4% or $113,802 at 6%; with 50% employer match about $113,802 at 4% or $75,868 at 6%; with 100% employer match about $85,351 at 4% or $56,901 at 6%.
2005212$1,081,821$185,276$15,440iApproximate average salary by contribution assumption: employee only about $385,992 at 4% or $257,328 at 6%; with 50% employer match about $257,328 at 4% or $171,552 at 6%; with 100% employer match about $192,996 at 4% or $128,664 at 6%.
Davis & Davis Employees Profit Sharing Plan-12$868,735$117,282$9,774iApproximate average salary by contribution assumption: employee only about $244,338 at 4% or $162,892 at 6%; with 50% employer match about $162,892 at 4% or $108,594 at 6%; with 100% employer match about $122,169 at 4% or $81,446 at 6%.
DAVIS & DAVIS CASH BALANCE PLAN-12$213,086$67,994$5,666iApproximate average salary by contribution assumption: employee only about $141,654 at 4% or $94,436 at 6%; with 50% employer match about $94,436 at 4% or $62,957 at 6%; with 100% employer match about $70,827 at 4% or $47,218 at 6%.
2004210$857,157$174,326$17,433iApproximate average salary by contribution assumption: employee only about $435,815 at 4% or $290,543 at 6%; with 50% employer match about $290,543 at 4% or $193,696 at 6%; with 100% employer match about $217,907 at 4% or $145,272 at 6%.
Davis & Davis Employees Profit Sharing Plan-10$720,175$108,316$10,832iApproximate average salary by contribution assumption: employee only about $270,790 at 4% or $180,527 at 6%; with 50% employer match about $180,527 at 4% or $120,351 at 6%; with 100% employer match about $135,395 at 4% or $90,263 at 6%.
DAVIS & DAVIS CASH BALANCE PLAN-10$136,982$66,010$6,601iApproximate average salary by contribution assumption: employee only about $165,025 at 4% or $110,017 at 6%; with 50% employer match about $110,017 at 4% or $73,344 at 6%; with 100% employer match about $82,513 at 4% or $55,008 at 6%.
2003213$622,841$177,804$13,677iApproximate average salary by contribution assumption: employee only about $341,931 at 4% or $227,954 at 6%; with 50% employer match about $227,954 at 4% or $151,969 at 6%; with 100% employer match about $170,965 at 4% or $113,977 at 6%.
Davis & Davis Employees Profit Sharing Plan-13$556,917$112,842$8,680iApproximate average salary by contribution assumption: employee only about $217,004 at 4% or $144,669 at 6%; with 50% employer match about $144,669 at 4% or $96,446 at 6%; with 100% employer match about $108,502 at 4% or $72,335 at 6%.
DAVIS & DAVIS CASH BALANCE PLAN-13$65,924$64,962$4,997iApproximate average salary by contribution assumption: employee only about $124,927 at 4% or $83,285 at 6%; with 50% employer match about $83,285 at 4% or $55,523 at 6%; with 100% employer match about $62,463 at 4% or $41,642 at 6%.
2002111$355,468$99,694$9,063iApproximate average salary by contribution assumption: employee only about $226,577 at 4% or $151,052 at 6%; with 50% employer match about $151,052 at 4% or $100,701 at 6%; with 100% employer match about $113,289 at 4% or $75,526 at 6%.
Davis & Davis Employees Profit Sharing Plan-11$355,468$99,694$9,063iApproximate average salary by contribution assumption: employee only about $226,577 at 4% or $151,052 at 6%; with 50% employer match about $151,052 at 4% or $100,701 at 6%; with 100% employer match about $113,289 at 4% or $75,526 at 6%.
Davis & Davis Orthodontics PC. | EIN 38-3567272 | 2024 Form 5500 Company Profile