Civic Intelligence

DAVIS AND ASSOCIATES INC.

Plan context: Davis & Associates Inc. Employee Stock Ownership Plan and Trust

EIN 41-0975255 • Eagan, MN • 57 filings • 12 plans

1305 Corporate Center DriveSuite 150Eagan, MN 55121
Current Snapshot

Latest Year

2024

2024 Participants

54

2024 Assets

$36,837,748

2024 Contributions

$1,002,265

Historical Graphs

Total Assets Over Time

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

$36,837,748$18,418,874$0199920162024YearValue
$36,837,748Latest year 2024

Participants Over Time

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

54270199920122024YearValue
54Latest 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
2024254$36,837,748$1,002,265$18,560iApproximate average salary by contribution assumption: employee only about $464,012 at 4% or $309,341 at 6%; with 50% employer match about $309,341 at 4% or $206,227 at 6%; with 100% employer match about $232,006 at 4% or $154,671 at 6%.
Davis & Associates Inc. Employee Stock Ownership Plan and Trust-42$30,164,342$417,746$9,946iApproximate average salary by contribution assumption: employee only about $248,658 at 4% or $165,772 at 6%; with 50% employer match about $165,772 at 4% or $110,515 at 6%; with 100% employer match about $124,329 at 4% or $82,886 at 6%.
Davis & Associates Inc. 401(K) Plan-54$6,673,406$584,519$10,824iApproximate average salary by contribution assumption: employee only about $270,611 at 4% or $180,407 at 6%; with 50% employer match about $180,407 at 4% or $120,271 at 6%; with 100% employer match about $135,305 at 4% or $90,204 at 6%.
2023251$23,746,919$847,195$16,612iApproximate average salary by contribution assumption: employee only about $415,292 at 4% or $276,861 at 6%; with 50% employer match about $276,861 at 4% or $184,574 at 6%; with 100% employer match about $207,646 at 4% or $138,431 at 6%.
Davis & Associates Inc. Employee Stock Ownership Plan and Trust-36$18,076,669$227,067$6,307iApproximate average salary by contribution assumption: employee only about $157,685 at 4% or $105,124 at 6%; with 50% employer match about $105,124 at 4% or $70,082 at 6%; with 100% employer match about $78,843 at 4% or $52,562 at 6%.
Davis & Associates Inc. 401(K) Plan-51$5,670,250$620,128$12,159iApproximate average salary by contribution assumption: employee only about $303,984 at 4% or $202,656 at 6%; with 50% employer match about $202,656 at 4% or $135,104 at 6%; with 100% employer match about $151,992 at 4% or $101,328 at 6%.
2022247$15,104,186$775,568$16,501iApproximate average salary by contribution assumption: employee only about $412,536 at 4% or $275,024 at 6%; with 50% employer match about $275,024 at 4% or $183,349 at 6%; with 100% employer match about $206,268 at 4% or $137,512 at 6%.
Davis & Associates Inc. Employee Stock Ownership Plan and Trust-37$10,474,000$48,123$1,301iApproximate average salary by contribution assumption: employee only about $32,516 at 4% or $21,677 at 6%; with 50% employer match about $21,677 at 4% or $14,451 at 6%; with 100% employer match about $16,258 at 4% or $10,839 at 6%.
Davis & Associates Inc. 401(K) Plan-47$4,630,186$727,445$15,478iApproximate average salary by contribution assumption: employee only about $386,939 at 4% or $257,959 at 6%; with 50% employer match about $257,959 at 4% or $171,973 at 6%; with 100% employer match about $193,469 at 4% or $128,980 at 6%.
2021247$11,780,392$793,684$16,887iApproximate average salary by contribution assumption: employee only about $422,172 at 4% or $281,448 at 6%; with 50% employer match about $281,448 at 4% or $187,632 at 6%; with 100% employer match about $211,086 at 4% or $140,724 at 6%.
Davis & Associates Inc. Employee Stock Ownership Plan and Trust-31$6,970,000$81,632$2,633iApproximate average salary by contribution assumption: employee only about $65,832 at 4% or $43,888 at 6%; with 50% employer match about $43,888 at 4% or $29,259 at 6%; with 100% employer match about $32,916 at 4% or $21,944 at 6%.
Davis & Associates Inc. 401(K) Plan-47$4,810,392$712,052$15,150iApproximate average salary by contribution assumption: employee only about $378,751 at 4% or $252,501 at 6%; with 50% employer match about $252,501 at 4% or $168,334 at 6%; with 100% employer match about $189,376 at 4% or $126,250 at 6%.
2020237$8,395,649$633,975$17,134iApproximate average salary by contribution assumption: employee only about $428,361 at 4% or $285,574 at 6%; with 50% employer match about $285,574 at 4% or $190,383 at 6%; with 100% employer match about $214,181 at 4% or $142,787 at 6%.
Davis & Associates Inc. 401(K) Plan-37$4,575,649$586,550$15,853iApproximate average salary by contribution assumption: employee only about $396,318 at 4% or $264,212 at 6%; with 50% employer match about $264,212 at 4% or $176,141 at 6%; with 100% employer match about $198,159 at 4% or $132,106 at 6%.
Davis & Associates Inc. Employee Stock Ownership Plan and Trust-27$3,820,000$47,425$1,756iApproximate average salary by contribution assumption: employee only about $43,912 at 4% or $29,275 at 6%; with 50% employer match about $29,275 at 4% or $19,516 at 6%; with 100% employer match about $21,956 at 4% or $14,637 at 6%.
2019341$6,237,775$522,844$12,752iApproximate average salary by contribution assumption: employee only about $318,807 at 4% or $212,538 at 6%; with 50% employer match about $212,538 at 4% or $141,692 at 6%; with 100% employer match about $159,404 at 4% or $106,269 at 6%.
Davis & Associates Inc. 401(K) Plan-41$3,793,775$474,599$11,576iApproximate average salary by contribution assumption: employee only about $289,390 at 4% or $192,926 at 6%; with 50% employer match about $192,926 at 4% or $128,618 at 6%; with 100% employer match about $144,695 at 4% or $96,463 at 6%.
Davis & Associates Inc. Employee Stock Ownership Plan and Trust-28$2,444,000$48,245$1,723iApproximate average salary by contribution assumption: employee only about $43,076 at 4% or $28,717 at 6%; with 50% employer match about $28,717 at 4% or $19,145 at 6%; with 100% employer match about $21,538 at 4% or $14,359 at 6%.
Davis & Associates Inc. 401K Profit Sharing Plan-0---
2018354$5,482,875$430,242$7,967iApproximate average salary by contribution assumption: employee only about $199,186 at 4% or $132,791 at 6%; with 50% employer match about $132,791 at 4% or $88,527 at 6%; with 100% employer match about $99,593 at 4% or $66,395 at 6%.
Davis & Associates Inc. 401(K) Plan-54$3,034,507$385,227$7,134iApproximate average salary by contribution assumption: employee only about $178,346 at 4% or $118,897 at 6%; with 50% employer match about $118,897 at 4% or $79,265 at 6%; with 100% employer match about $89,173 at 4% or $59,449 at 6%.
Davis & Associates Inc. Employee Stock Ownership Plan and Trust-30$2,034,002$45,015$1,501iApproximate average salary by contribution assumption: employee only about $37,513 at 4% or $25,008 at 6%; with 50% employer match about $25,008 at 4% or $16,672 at 6%; with 100% employer match about $18,756 at 4% or $12,504 at 6%.
Davis & Associates Inc. 401K Profit Sharing Plan-21$414,366--
2017352$5,981,259$115,155$2,215iApproximate average salary by contribution assumption: employee only about $55,363 at 4% or $36,909 at 6%; with 50% employer match about $36,909 at 4% or $24,606 at 6%; with 100% employer match about $27,681 at 4% or $18,454 at 6%.
Davis & Associates Inc. 401(K) Plan-52$3,716,101$70,345$1,353iApproximate average salary by contribution assumption: employee only about $33,820 at 4% or $22,546 at 6%; with 50% employer match about $22,546 at 4% or $15,031 at 6%; with 100% employer match about $16,910 at 4% or $11,273 at 6%.
Davis & Associates Inc. Employee Stock Ownership Plan and Trust-33$1,780,000$44,810$1,358iApproximate average salary by contribution assumption: employee only about $33,947 at 4% or $22,631 at 6%; with 50% employer match about $22,631 at 4% or $15,088 at 6%; with 100% employer match about $16,973 at 4% or $11,316 at 6%.
Davis & Associates Inc. 401K Profit Sharing Plan-28$485,158--
2016252$4,121,035$310,550$5,972iApproximate average salary by contribution assumption: employee only about $149,303 at 4% or $99,535 at 6%; with 50% employer match about $99,535 at 4% or $66,357 at 6%; with 100% employer match about $74,651 at 4% or $49,768 at 6%.
Davis & Associates Inc. 401(K) Plan-52$3,584,083$310,550$5,972iApproximate average salary by contribution assumption: employee only about $149,303 at 4% or $99,535 at 6%; with 50% employer match about $99,535 at 4% or $66,357 at 6%; with 100% employer match about $74,651 at 4% or $49,768 at 6%.
Davis & Associates Inc. 401K Profit Sharing Plan-28$536,952--
2015249$3,937,173$299,670$6,116iApproximate average salary by contribution assumption: employee only about $152,893 at 4% or $101,929 at 6%; with 50% employer match about $101,929 at 4% or $67,952 at 6%; with 100% employer match about $76,446 at 4% or $50,964 at 6%.
Davis & Associates Inc. 401(K) Plan-49$3,093,586$299,670$6,116iApproximate average salary by contribution assumption: employee only about $152,893 at 4% or $101,929 at 6%; with 50% employer match about $101,929 at 4% or $67,952 at 6%; with 100% employer match about $76,446 at 4% or $50,964 at 6%.
Davis & Associates Inc. 401K Profit Sharing Plan-29$843,587--
2014246$3,862,464$286,860$6,236iApproximate average salary by contribution assumption: employee only about $155,902 at 4% or $103,935 at 6%; with 50% employer match about $103,935 at 4% or $69,290 at 6%; with 100% employer match about $77,951 at 4% or $51,967 at 6%.
Davis & Associates Inc. 401(K) Plan-46$2,649,834$286,860$6,236iApproximate average salary by contribution assumption: employee only about $155,902 at 4% or $103,935 at 6%; with 50% employer match about $103,935 at 4% or $69,290 at 6%; with 100% employer match about $77,951 at 4% or $51,967 at 6%.
Davis & Associates Inc. 401K Profit Sharing Plan-23$1,212,630--
2013238$3,756,941$249,037$6,554iApproximate average salary by contribution assumption: employee only about $163,840 at 4% or $109,227 at 6%; with 50% employer match about $109,227 at 4% or $72,818 at 6%; with 100% employer match about $81,920 at 4% or $54,613 at 6%.
Davis & Associates Inc. 401(K) Plan-38$2,729,373$249,037$6,554iApproximate average salary by contribution assumption: employee only about $163,840 at 4% or $109,227 at 6%; with 50% employer match about $109,227 at 4% or $72,818 at 6%; with 100% employer match about $81,920 at 4% or $54,613 at 6%.
Davis & Associates Inc. 401K Profit Sharing Plan-23$1,027,568--
2012235$3,652,607$198,189$5,663iApproximate average salary by contribution assumption: employee only about $141,564 at 4% or $94,376 at 6%; with 50% employer match about $94,376 at 4% or $62,917 at 6%; with 100% employer match about $70,782 at 4% or $47,188 at 6%.
Davis & Associates Inc. 401(K) Plan-35$2,318,328$198,189$5,663iApproximate average salary by contribution assumption: employee only about $141,564 at 4% or $94,376 at 6%; with 50% employer match about $94,376 at 4% or $62,917 at 6%; with 100% employer match about $70,782 at 4% or $47,188 at 6%.
Davis & Associates Inc. 401K Profit Sharing Plan-33$1,334,279--
2011234$3,242,054$188,740$5,551iApproximate average salary by contribution assumption: employee only about $138,779 at 4% or $92,520 at 6%; with 50% employer match about $92,520 at 4% or $61,680 at 6%; with 100% employer match about $69,390 at 4% or $46,260 at 6%.
Davis & Associates Inc. 401(K) Plan-34$1,861,259$188,740$5,551iApproximate average salary by contribution assumption: employee only about $138,779 at 4% or $92,520 at 6%; with 50% employer match about $92,520 at 4% or $61,680 at 6%; with 100% employer match about $69,390 at 4% or $46,260 at 6%.
Davis & Associates Inc. 401K Profit Sharing Plan-33$1,380,795--
2010233$2,946,465$227,327$6,889iApproximate average salary by contribution assumption: employee only about $172,217 at 4% or $114,812 at 6%; with 50% employer match about $114,812 at 4% or $76,541 at 6%; with 100% employer match about $86,109 at 4% or $57,406 at 6%.
Davis & Associates Inc. 401(K) Plan-33$1,587,070$227,327$6,889iApproximate average salary by contribution assumption: employee only about $172,217 at 4% or $114,812 at 6%; with 50% employer match about $114,812 at 4% or $76,541 at 6%; with 100% employer match about $86,109 at 4% or $57,406 at 6%.
Davis & Associates Inc. 401K Profit Sharing Plan-9$1,359,395--
2009222$2,829,016$199,135$9,052iApproximate average salary by contribution assumption: employee only about $226,290 at 4% or $150,860 at 6%; with 50% employer match about $150,860 at 4% or $100,573 at 6%; with 100% employer match about $113,145 at 4% or $75,430 at 6%.
Davis & Associates Inc. 401K Profit Sharing Plan-17$1,420,101--
Davis & Associates Inc. 401(K) Plan-22$1,408,915$199,135$9,052iApproximate average salary by contribution assumption: employee only about $226,290 at 4% or $150,860 at 6%; with 50% employer match about $150,860 at 4% or $100,573 at 6%; with 100% employer match about $113,145 at 4% or $75,430 at 6%.
2008221$0$0-
Davis & Associates Inc. 401K Profit Sharing Plan-17---
Davis & Associates Inc. 401(K) Plan-21---
2007220$0$0-
Davis & Associates Inc. 401(K) Plan-20---
Davis & Associates Inc. 401K Profit Sharing Plan-17---
2006220$2,403,187$162,829$8,141iApproximate average salary by contribution assumption: employee only about $203,536 at 4% or $135,691 at 6%; with 50% employer match about $135,691 at 4% or $90,461 at 6%; with 100% employer match about $101,768 at 4% or $67,845 at 6%.
Davis & Associates Inc. 401K Profit Sharing Plan-12$1,202,080--
Davis & Associates Inc. 401(K) Plan-20$1,201,107$162,829$8,141iApproximate average salary by contribution assumption: employee only about $203,536 at 4% or $135,691 at 6%; with 50% employer match about $135,691 at 4% or $90,461 at 6%; with 100% employer match about $101,768 at 4% or $67,845 at 6%.
2005221$0$0-
Davis & Associates Inc. 401K Profit Sharing Plan-10---
Davis & Associates Inc. 401(K) Plan-21---
2004222$0$0-
Davis & Associates Inc. 401(K) Plan-22---
Davis & Associates Inc. 401K Profit Sharing Plan-10---
2003222$0$0-
Davis & Associates Inc. 401(K) Plan-22---
Davis & Associates Inc. 401K Profit Sharing Plan-20---
2002222$0$0-
Davis & Associates Inc. 401(K) Plan-22---
Davis & Associates Inc. 401K Profit Sharing Plan-20---
2001222$0$0-
Davis & Associates Inc. 401K Profit Sharing Plan-19---
Davis & Associates Inc. 401(K) Plan-22---
2000325$0$0-
Davis & Associates Inc. 401(K) Plan-25---
Davis & Associates Inc. Money Purchase Pension Plan-0---
Davis & Associates Inc. 401K Profit Sharing Plan-19---
1999321$1,399,961$66,000$3,143iApproximate average salary by contribution assumption: employee only about $78,571 at 4% or $52,381 at 6%; with 50% employer match about $52,381 at 4% or $34,921 at 6%; with 100% employer match about $39,286 at 4% or $26,190 at 6%.
Davis & Associates Inc. 401K Profit Sharing Plan-15$1,333,869--
Davis & Associates Inc. 401(K) Plan-21$66,000$66,000$3,143iApproximate average salary by contribution assumption: employee only about $78,571 at 4% or $52,381 at 6%; with 50% employer match about $52,381 at 4% or $34,921 at 6%; with 100% employer match about $39,286 at 4% or $26,190 at 6%.
Davis & Associates Inc. Money Purchase Pension Plan-8$92--