Civic Intelligence

Davidson & Associates Inc

Plan context: Schwab Sep-Ira

EIN 41-1660432 • 1 filings • 1 plans

Current Snapshot

Latest Year

1999

1999 Participants

3

1999 Assets

$46,286

1999 Contributions

$12,684

Historical Graphs

Total Assets Over Time

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

$46,286$23,143$01999YearValue
$46,286Latest year 1999

Participants Over Time

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

3201999YearValue
3Latest year 1999

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
199913$46,286$12,684$4,228iApproximate average salary by contribution assumption: employee only about $105,700 at 4% or $70,467 at 6%; with 50% employer match about $70,467 at 4% or $46,978 at 6%; with 100% employer match about $52,850 at 4% or $35,233 at 6%.
Schwab Sep-Ira-3$46,286$12,684$4,228iApproximate average salary by contribution assumption: employee only about $105,700 at 4% or $70,467 at 6%; with 50% employer match about $70,467 at 4% or $46,978 at 6%; with 100% employer match about $52,850 at 4% or $35,233 at 6%.
Davidson & Associates Inc | EIN 41-1660432 | 1999 Form 5500 Company Profile