Civic Intelligence

Dr. Rick Davison & Associates LLC

Plan context: Dr. Rick Davison & Associates 401(K) Profit Sharing Plan

EIN 39-1788727 • Appleton, WI • 26 filings • 2 plans

11 Wagon Wheel DriveAppleton, WI 54913
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$2,176,747

2024 Contributions

$111,504

Historical Graphs

Total Assets Over Time

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

$2,642,732$1,321,366$0199920122024YearValue
$2,176,747Latest year 2024

Participants Over Time

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

1050199920122024YearValue
10Latest year 2024

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
2024110$2,176,747$111,504$11,150iApproximate average salary by contribution assumption: employee only about $278,760 at 4% or $185,840 at 6%; with 50% employer match about $185,840 at 4% or $123,893 at 6%; with 100% employer match about $139,380 at 4% or $92,920 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-10$2,176,747$111,504$11,150iApproximate average salary by contribution assumption: employee only about $278,760 at 4% or $185,840 at 6%; with 50% employer match about $185,840 at 4% or $123,893 at 6%; with 100% employer match about $139,380 at 4% or $92,920 at 6%.
202319$1,890,704$104,199$11,578iApproximate average salary by contribution assumption: employee only about $289,442 at 4% or $192,961 at 6%; with 50% employer match about $192,961 at 4% or $128,641 at 6%; with 100% employer match about $144,721 at 4% or $96,481 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-9$1,890,704$104,199$11,578iApproximate average salary by contribution assumption: employee only about $289,442 at 4% or $192,961 at 6%; with 50% employer match about $192,961 at 4% or $128,641 at 6%; with 100% employer match about $144,721 at 4% or $96,481 at 6%.
202217$1,522,092$32,436$4,634iApproximate average salary by contribution assumption: employee only about $115,843 at 4% or $77,229 at 6%; with 50% employer match about $77,229 at 4% or $51,486 at 6%; with 100% employer match about $57,921 at 4% or $38,614 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-7$1,522,092$32,436$4,634iApproximate average salary by contribution assumption: employee only about $115,843 at 4% or $77,229 at 6%; with 50% employer match about $77,229 at 4% or $51,486 at 6%; with 100% employer match about $57,921 at 4% or $38,614 at 6%.
202116$2,642,732$98,509$16,418iApproximate average salary by contribution assumption: employee only about $410,454 at 4% or $273,636 at 6%; with 50% employer match about $273,636 at 4% or $182,424 at 6%; with 100% employer match about $205,227 at 4% or $136,818 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-6$2,642,732$98,509$16,418iApproximate average salary by contribution assumption: employee only about $410,454 at 4% or $273,636 at 6%; with 50% employer match about $273,636 at 4% or $182,424 at 6%; with 100% employer match about $205,227 at 4% or $136,818 at 6%.
202018$2,197,278$97,861$12,233iApproximate average salary by contribution assumption: employee only about $305,816 at 4% or $203,877 at 6%; with 50% employer match about $203,877 at 4% or $135,918 at 6%; with 100% employer match about $152,908 at 4% or $101,939 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-8$2,197,278$97,861$12,233iApproximate average salary by contribution assumption: employee only about $305,816 at 4% or $203,877 at 6%; with 50% employer match about $203,877 at 4% or $135,918 at 6%; with 100% employer match about $152,908 at 4% or $101,939 at 6%.
201919$1,957,497$110,303$12,256iApproximate average salary by contribution assumption: employee only about $306,397 at 4% or $204,265 at 6%; with 50% employer match about $204,265 at 4% or $136,177 at 6%; with 100% employer match about $153,199 at 4% or $102,132 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-9$1,957,497$110,303$12,256iApproximate average salary by contribution assumption: employee only about $306,397 at 4% or $204,265 at 6%; with 50% employer match about $204,265 at 4% or $136,177 at 6%; with 100% employer match about $153,199 at 4% or $102,132 at 6%.
201818$1,499,249$109,809$13,726iApproximate average salary by contribution assumption: employee only about $343,153 at 4% or $228,769 at 6%; with 50% employer match about $228,769 at 4% or $152,513 at 6%; with 100% employer match about $171,577 at 4% or $114,384 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-8$1,499,249$109,809$13,726iApproximate average salary by contribution assumption: employee only about $343,153 at 4% or $228,769 at 6%; with 50% employer match about $228,769 at 4% or $152,513 at 6%; with 100% employer match about $171,577 at 4% or $114,384 at 6%.
201719$1,478,915$103,602$11,511iApproximate average salary by contribution assumption: employee only about $287,783 at 4% or $191,856 at 6%; with 50% employer match about $191,856 at 4% or $127,904 at 6%; with 100% employer match about $143,892 at 4% or $95,928 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-9$1,478,915$103,602$11,511iApproximate average salary by contribution assumption: employee only about $287,783 at 4% or $191,856 at 6%; with 50% employer match about $191,856 at 4% or $127,904 at 6%; with 100% employer match about $143,892 at 4% or $95,928 at 6%.
201615$1,185,647$86,092$17,218iApproximate average salary by contribution assumption: employee only about $430,460 at 4% or $286,973 at 6%; with 50% employer match about $286,973 at 4% or $191,316 at 6%; with 100% employer match about $215,230 at 4% or $143,487 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-5$1,185,647$86,092$17,218iApproximate average salary by contribution assumption: employee only about $430,460 at 4% or $286,973 at 6%; with 50% employer match about $286,973 at 4% or $191,316 at 6%; with 100% employer match about $215,230 at 4% or $143,487 at 6%.
201515$1,023,309$90,913$18,183iApproximate average salary by contribution assumption: employee only about $454,565 at 4% or $303,043 at 6%; with 50% employer match about $303,043 at 4% or $202,029 at 6%; with 100% employer match about $227,282 at 4% or $151,522 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-5$1,023,309$90,913$18,183iApproximate average salary by contribution assumption: employee only about $454,565 at 4% or $303,043 at 6%; with 50% employer match about $303,043 at 4% or $202,029 at 6%; with 100% employer match about $227,282 at 4% or $151,522 at 6%.
201416$1,000,353$90,479$15,080iApproximate average salary by contribution assumption: employee only about $376,996 at 4% or $251,331 at 6%; with 50% employer match about $251,331 at 4% or $167,554 at 6%; with 100% employer match about $188,498 at 4% or $125,665 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-6$1,000,353$90,479$15,080iApproximate average salary by contribution assumption: employee only about $376,996 at 4% or $251,331 at 6%; with 50% employer match about $251,331 at 4% or $167,554 at 6%; with 100% employer match about $188,498 at 4% or $125,665 at 6%.
201317$903,392$86,299$12,328iApproximate average salary by contribution assumption: employee only about $308,211 at 4% or $205,474 at 6%; with 50% employer match about $205,474 at 4% or $136,983 at 6%; with 100% employer match about $154,105 at 4% or $102,737 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-7$903,392$86,299$12,328iApproximate average salary by contribution assumption: employee only about $308,211 at 4% or $205,474 at 6%; with 50% employer match about $205,474 at 4% or $136,983 at 6%; with 100% employer match about $154,105 at 4% or $102,737 at 6%.
201219$730,099$87,107$9,679iApproximate average salary by contribution assumption: employee only about $241,964 at 4% or $161,309 at 6%; with 50% employer match about $161,309 at 4% or $107,540 at 6%; with 100% employer match about $120,982 at 4% or $80,655 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-9$730,099$87,107$9,679iApproximate average salary by contribution assumption: employee only about $241,964 at 4% or $161,309 at 6%; with 50% employer match about $161,309 at 4% or $107,540 at 6%; with 100% employer match about $120,982 at 4% or $80,655 at 6%.
201117$663,482$77,299$11,043iApproximate average salary by contribution assumption: employee only about $276,068 at 4% or $184,045 at 6%; with 50% employer match about $184,045 at 4% or $122,697 at 6%; with 100% employer match about $138,034 at 4% or $92,023 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-7$663,482$77,299$11,043iApproximate average salary by contribution assumption: employee only about $276,068 at 4% or $184,045 at 6%; with 50% employer match about $184,045 at 4% or $122,697 at 6%; with 100% employer match about $138,034 at 4% or $92,023 at 6%.
201017$784,705$61,758$8,823iApproximate average salary by contribution assumption: employee only about $220,564 at 4% or $147,043 at 6%; with 50% employer match about $147,043 at 4% or $98,029 at 6%; with 100% employer match about $110,282 at 4% or $73,521 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-7$784,705$61,758$8,823iApproximate average salary by contribution assumption: employee only about $220,564 at 4% or $147,043 at 6%; with 50% employer match about $147,043 at 4% or $98,029 at 6%; with 100% employer match about $110,282 at 4% or $73,521 at 6%.
200917$723,099$75,818$10,831iApproximate average salary by contribution assumption: employee only about $270,779 at 4% or $180,519 at 6%; with 50% employer match about $180,519 at 4% or $120,346 at 6%; with 100% employer match about $135,389 at 4% or $90,260 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-7$723,099$75,818$10,831iApproximate average salary by contribution assumption: employee only about $270,779 at 4% or $180,519 at 6%; with 50% employer match about $180,519 at 4% or $120,346 at 6%; with 100% employer match about $135,389 at 4% or $90,260 at 6%.
200815$474,068$67,695$13,539iApproximate average salary by contribution assumption: employee only about $338,475 at 4% or $225,650 at 6%; with 50% employer match about $225,650 at 4% or $150,433 at 6%; with 100% employer match about $169,238 at 4% or $112,825 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-5$474,068$67,695$13,539iApproximate average salary by contribution assumption: employee only about $338,475 at 4% or $225,650 at 6%; with 50% employer match about $225,650 at 4% or $150,433 at 6%; with 100% employer match about $169,238 at 4% or $112,825 at 6%.
200713$665,843$69,076$23,025iApproximate average salary by contribution assumption: employee only about $575,633 at 4% or $383,756 at 6%; with 50% employer match about $383,756 at 4% or $255,837 at 6%; with 100% employer match about $287,817 at 4% or $191,878 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-3$665,843$69,076$23,025iApproximate average salary by contribution assumption: employee only about $575,633 at 4% or $383,756 at 6%; with 50% employer match about $383,756 at 4% or $255,837 at 6%; with 100% employer match about $287,817 at 4% or $191,878 at 6%.
200615$597,068$68,613$13,723iApproximate average salary by contribution assumption: employee only about $343,065 at 4% or $228,710 at 6%; with 50% employer match about $228,710 at 4% or $152,473 at 6%; with 100% employer match about $171,533 at 4% or $114,355 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-5$597,068$68,613$13,723iApproximate average salary by contribution assumption: employee only about $343,065 at 4% or $228,710 at 6%; with 50% employer match about $228,710 at 4% or $152,473 at 6%; with 100% employer match about $171,533 at 4% or $114,355 at 6%.
200515$479,919$77,251$15,450iApproximate average salary by contribution assumption: employee only about $386,255 at 4% or $257,503 at 6%; with 50% employer match about $257,503 at 4% or $171,669 at 6%; with 100% employer match about $193,128 at 4% or $128,752 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-5$479,919$77,251$15,450iApproximate average salary by contribution assumption: employee only about $386,255 at 4% or $257,503 at 6%; with 50% employer match about $257,503 at 4% or $171,669 at 6%; with 100% employer match about $193,128 at 4% or $128,752 at 6%.
200415$382,543$87,855$17,571iApproximate average salary by contribution assumption: employee only about $439,275 at 4% or $292,850 at 6%; with 50% employer match about $292,850 at 4% or $195,233 at 6%; with 100% employer match about $219,638 at 4% or $146,425 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-5$382,543$87,855$17,571iApproximate average salary by contribution assumption: employee only about $439,275 at 4% or $292,850 at 6%; with 50% employer match about $292,850 at 4% or $195,233 at 6%; with 100% employer match about $219,638 at 4% or $146,425 at 6%.
200316$254,855$82,749$13,792iApproximate average salary by contribution assumption: employee only about $344,788 at 4% or $229,858 at 6%; with 50% employer match about $229,858 at 4% or $153,239 at 6%; with 100% employer match about $172,394 at 4% or $114,929 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-6$254,855$82,749$13,792iApproximate average salary by contribution assumption: employee only about $344,788 at 4% or $229,858 at 6%; with 50% employer match about $229,858 at 4% or $153,239 at 6%; with 100% employer match about $172,394 at 4% or $114,929 at 6%.
200217$159,096$84,370$12,053iApproximate average salary by contribution assumption: employee only about $301,321 at 4% or $200,881 at 6%; with 50% employer match about $200,881 at 4% or $133,921 at 6%; with 100% employer match about $150,661 at 4% or $100,440 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-7$159,096$84,370$12,053iApproximate average salary by contribution assumption: employee only about $301,321 at 4% or $200,881 at 6%; with 50% employer match about $200,881 at 4% or $133,921 at 6%; with 100% employer match about $150,661 at 4% or $100,440 at 6%.
200117$0$0-
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-7---
200015$90,629$32,389$6,478iApproximate average salary by contribution assumption: employee only about $161,945 at 4% or $107,963 at 6%; with 50% employer match about $107,963 at 4% or $71,976 at 6%; with 100% employer match about $80,973 at 4% or $53,982 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-5$90,629$32,389$6,478iApproximate average salary by contribution assumption: employee only about $161,945 at 4% or $107,963 at 6%; with 50% employer match about $107,963 at 4% or $71,976 at 6%; with 100% employer match about $80,973 at 4% or $53,982 at 6%.
199915$79,585$24,415$4,883iApproximate average salary by contribution assumption: employee only about $122,075 at 4% or $81,383 at 6%; with 50% employer match about $81,383 at 4% or $54,256 at 6%; with 100% employer match about $61,038 at 4% or $40,692 at 6%.
Dr. Rick Davison & Associates 401(K) Profit Sharing Plan-5$79,585$24,415$4,883iApproximate average salary by contribution assumption: employee only about $122,075 at 4% or $81,383 at 6%; with 50% employer match about $81,383 at 4% or $54,256 at 6%; with 100% employer match about $61,038 at 4% or $40,692 at 6%.