Davis Bethune & Jones LLC
Plan context: Davis Bethune & Jones LLC Savings & Retirement Plan
EIN 43-1906673 • Kansas City, MO • 25 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
25
2025 Assets
$14,992,419
2025 Contributions
$886,837
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 25 | $14,992,419 | $886,837 | $35,473iApproximate average salary by contribution assumption: employee only about $886,837 at 4% or $591,225 at 6%; with 50% employer match about $591,225 at 4% or $394,150 at 6%; with 100% employer match about $443,419 at 4% or $295,612 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 25 | $14,992,419 | $886,837 | $35,473iApproximate average salary by contribution assumption: employee only about $886,837 at 4% or $591,225 at 6%; with 50% employer match about $591,225 at 4% or $394,150 at 6%; with 100% employer match about $443,419 at 4% or $295,612 at 6%. |
| 2024 | 1 | 21 | $12,515,412 | $710,188 | $33,818iApproximate average salary by contribution assumption: employee only about $845,462 at 4% or $563,641 at 6%; with 50% employer match about $563,641 at 4% or $375,761 at 6%; with 100% employer match about $422,731 at 4% or $281,821 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 21 | $12,515,412 | $710,188 | $33,818iApproximate average salary by contribution assumption: employee only about $845,462 at 4% or $563,641 at 6%; with 50% employer match about $563,641 at 4% or $375,761 at 6%; with 100% employer match about $422,731 at 4% or $281,821 at 6%. |
| 2023 | 1 | 21 | $10,468,227 | $595,574 | $28,361iApproximate average salary by contribution assumption: employee only about $709,017 at 4% or $472,678 at 6%; with 50% employer match about $472,678 at 4% or $315,119 at 6%; with 100% employer match about $354,508 at 4% or $236,339 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 21 | $10,468,227 | $595,574 | $28,361iApproximate average salary by contribution assumption: employee only about $709,017 at 4% or $472,678 at 6%; with 50% employer match about $472,678 at 4% or $315,119 at 6%; with 100% employer match about $354,508 at 4% or $236,339 at 6%. |
| 2022 | 1 | 21 | $8,508,136 | $638,127 | $30,387iApproximate average salary by contribution assumption: employee only about $759,675 at 4% or $506,450 at 6%; with 50% employer match about $506,450 at 4% or $337,633 at 6%; with 100% employer match about $379,838 at 4% or $253,225 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 21 | $8,508,136 | $638,127 | $30,387iApproximate average salary by contribution assumption: employee only about $759,675 at 4% or $506,450 at 6%; with 50% employer match about $506,450 at 4% or $337,633 at 6%; with 100% employer match about $379,838 at 4% or $253,225 at 6%. |
| 2021 | 1 | 20 | $8,886,514 | $527,941 | $26,397iApproximate average salary by contribution assumption: employee only about $659,926 at 4% or $439,951 at 6%; with 50% employer match about $439,951 at 4% or $293,301 at 6%; with 100% employer match about $329,963 at 4% or $219,975 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 20 | $8,886,514 | $527,941 | $26,397iApproximate average salary by contribution assumption: employee only about $659,926 at 4% or $439,951 at 6%; with 50% employer match about $439,951 at 4% or $293,301 at 6%; with 100% employer match about $329,963 at 4% or $219,975 at 6%. |
| 2020 | 1 | 24 | $7,965,995 | $481,305 | $20,054iApproximate average salary by contribution assumption: employee only about $501,359 at 4% or $334,240 at 6%; with 50% employer match about $334,240 at 4% or $222,826 at 6%; with 100% employer match about $250,680 at 4% or $167,120 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 24 | $7,965,995 | $481,305 | $20,054iApproximate average salary by contribution assumption: employee only about $501,359 at 4% or $334,240 at 6%; with 50% employer match about $334,240 at 4% or $222,826 at 6%; with 100% employer match about $250,680 at 4% or $167,120 at 6%. |
| 2019 | 1 | 23 | $8,538,886 | $458,033 | $19,914iApproximate average salary by contribution assumption: employee only about $497,862 at 4% or $331,908 at 6%; with 50% employer match about $331,908 at 4% or $221,272 at 6%; with 100% employer match about $248,931 at 4% or $165,954 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 23 | $8,538,886 | $458,033 | $19,914iApproximate average salary by contribution assumption: employee only about $497,862 at 4% or $331,908 at 6%; with 50% employer match about $331,908 at 4% or $221,272 at 6%; with 100% employer match about $248,931 at 4% or $165,954 at 6%. |
| 2018 | 1 | 22 | $7,006,586 | $435,731 | $19,806iApproximate average salary by contribution assumption: employee only about $495,149 at 4% or $330,099 at 6%; with 50% employer match about $330,099 at 4% or $220,066 at 6%; with 100% employer match about $247,574 at 4% or $165,050 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 22 | $7,006,586 | $435,731 | $19,806iApproximate average salary by contribution assumption: employee only about $495,149 at 4% or $330,099 at 6%; with 50% employer match about $330,099 at 4% or $220,066 at 6%; with 100% employer match about $247,574 at 4% or $165,050 at 6%. |
| 2017 | 1 | 24 | $7,143,267 | $474,154 | $19,756iApproximate average salary by contribution assumption: employee only about $493,910 at 4% or $329,274 at 6%; with 50% employer match about $329,274 at 4% or $219,516 at 6%; with 100% employer match about $246,955 at 4% or $164,637 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 24 | $7,143,267 | $474,154 | $19,756iApproximate average salary by contribution assumption: employee only about $493,910 at 4% or $329,274 at 6%; with 50% employer match about $329,274 at 4% or $219,516 at 6%; with 100% employer match about $246,955 at 4% or $164,637 at 6%. |
| 2016 | 1 | 23 | $5,981,983 | $520,450 | $22,628iApproximate average salary by contribution assumption: employee only about $565,707 at 4% or $377,138 at 6%; with 50% employer match about $377,138 at 4% or $251,425 at 6%; with 100% employer match about $282,853 at 4% or $188,569 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 23 | $5,981,983 | $520,450 | $22,628iApproximate average salary by contribution assumption: employee only about $565,707 at 4% or $377,138 at 6%; with 50% employer match about $377,138 at 4% or $251,425 at 6%; with 100% employer match about $282,853 at 4% or $188,569 at 6%. |
| 2015 | 1 | 19 | $5,280,532 | $435,593 | $22,926iApproximate average salary by contribution assumption: employee only about $573,149 at 4% or $382,099 at 6%; with 50% employer match about $382,099 at 4% or $254,733 at 6%; with 100% employer match about $286,574 at 4% or $191,050 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 19 | $5,280,532 | $435,593 | $22,926iApproximate average salary by contribution assumption: employee only about $573,149 at 4% or $382,099 at 6%; with 50% employer match about $382,099 at 4% or $254,733 at 6%; with 100% employer match about $286,574 at 4% or $191,050 at 6%. |
| 2014 | 1 | 20 | $5,186,578 | $444,429 | $22,221iApproximate average salary by contribution assumption: employee only about $555,536 at 4% or $370,358 at 6%; with 50% employer match about $370,358 at 4% or $246,905 at 6%; with 100% employer match about $277,768 at 4% or $185,179 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 20 | $5,186,578 | $444,429 | $22,221iApproximate average salary by contribution assumption: employee only about $555,536 at 4% or $370,358 at 6%; with 50% employer match about $370,358 at 4% or $246,905 at 6%; with 100% employer match about $277,768 at 4% or $185,179 at 6%. |
| 2013 | 1 | 16 | $4,346,783 | $362,643 | $22,665iApproximate average salary by contribution assumption: employee only about $566,630 at 4% or $377,753 at 6%; with 50% employer match about $377,753 at 4% or $251,835 at 6%; with 100% employer match about $283,315 at 4% or $188,877 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 16 | $4,346,783 | $362,643 | $22,665iApproximate average salary by contribution assumption: employee only about $566,630 at 4% or $377,753 at 6%; with 50% employer match about $377,753 at 4% or $251,835 at 6%; with 100% employer match about $283,315 at 4% or $188,877 at 6%. |
| 2012 | 1 | 18 | $3,566,957 | $510,128 | $28,340iApproximate average salary by contribution assumption: employee only about $708,511 at 4% or $472,341 at 6%; with 50% employer match about $472,341 at 4% or $314,894 at 6%; with 100% employer match about $354,256 at 4% or $236,170 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 18 | $3,566,957 | $510,128 | $28,340iApproximate average salary by contribution assumption: employee only about $708,511 at 4% or $472,341 at 6%; with 50% employer match about $472,341 at 4% or $314,894 at 6%; with 100% employer match about $354,256 at 4% or $236,170 at 6%. |
| 2011 | 1 | 17 | $2,856,506 | $351,180 | $20,658iApproximate average salary by contribution assumption: employee only about $516,441 at 4% or $344,294 at 6%; with 50% employer match about $344,294 at 4% or $229,529 at 6%; with 100% employer match about $258,221 at 4% or $172,147 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 17 | $2,856,506 | $351,180 | $20,658iApproximate average salary by contribution assumption: employee only about $516,441 at 4% or $344,294 at 6%; with 50% employer match about $344,294 at 4% or $229,529 at 6%; with 100% employer match about $258,221 at 4% or $172,147 at 6%. |
| 2010 | 1 | 15 | $2,510,845 | $262,562 | $17,504iApproximate average salary by contribution assumption: employee only about $437,603 at 4% or $291,736 at 6%; with 50% employer match about $291,736 at 4% or $194,490 at 6%; with 100% employer match about $218,802 at 4% or $145,868 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 15 | $2,510,845 | $262,562 | $17,504iApproximate average salary by contribution assumption: employee only about $437,603 at 4% or $291,736 at 6%; with 50% employer match about $291,736 at 4% or $194,490 at 6%; with 100% employer match about $218,802 at 4% or $145,868 at 6%. |
| 2009 | 1 | 13 | $1,969,951 | $257,706 | $19,824iApproximate average salary by contribution assumption: employee only about $495,588 at 4% or $330,392 at 6%; with 50% employer match about $330,392 at 4% or $220,262 at 6%; with 100% employer match about $247,794 at 4% or $165,196 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 13 | $1,969,951 | $257,706 | $19,824iApproximate average salary by contribution assumption: employee only about $495,588 at 4% or $330,392 at 6%; with 50% employer match about $330,392 at 4% or $220,262 at 6%; with 100% employer match about $247,794 at 4% or $165,196 at 6%. |
| 2008 | 1 | 10 | $1,147,224 | $247,577 | $24,758iApproximate average salary by contribution assumption: employee only about $618,943 at 4% or $412,628 at 6%; with 50% employer match about $412,628 at 4% or $275,086 at 6%; with 100% employer match about $309,471 at 4% or $206,314 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 10 | $1,147,224 | $247,577 | $24,758iApproximate average salary by contribution assumption: employee only about $618,943 at 4% or $412,628 at 6%; with 50% employer match about $412,628 at 4% or $275,086 at 6%; with 100% employer match about $309,471 at 4% or $206,314 at 6%. |
| 2007 | 1 | 14 | $1,728,346 | $246,009 | $17,572iApproximate average salary by contribution assumption: employee only about $439,302 at 4% or $292,868 at 6%; with 50% employer match about $292,868 at 4% or $195,245 at 6%; with 100% employer match about $219,651 at 4% or $146,434 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 14 | $1,728,346 | $246,009 | $17,572iApproximate average salary by contribution assumption: employee only about $439,302 at 4% or $292,868 at 6%; with 50% employer match about $292,868 at 4% or $195,245 at 6%; with 100% employer match about $219,651 at 4% or $146,434 at 6%. |
| 2006 | 1 | 8 | $1,305,884 | $241,734 | $30,217iApproximate average salary by contribution assumption: employee only about $755,419 at 4% or $503,613 at 6%; with 50% employer match about $503,613 at 4% or $335,742 at 6%; with 100% employer match about $377,709 at 4% or $251,806 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 8 | $1,305,884 | $241,734 | $30,217iApproximate average salary by contribution assumption: employee only about $755,419 at 4% or $503,613 at 6%; with 50% employer match about $503,613 at 4% or $335,742 at 6%; with 100% employer match about $377,709 at 4% or $251,806 at 6%. |
| 2005 | 1 | 11 | $910,054 | $123,627 | $11,239iApproximate average salary by contribution assumption: employee only about $280,970 at 4% or $187,314 at 6%; with 50% employer match about $187,314 at 4% or $124,876 at 6%; with 100% employer match about $140,485 at 4% or $93,657 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 11 | $910,054 | $123,627 | $11,239iApproximate average salary by contribution assumption: employee only about $280,970 at 4% or $187,314 at 6%; with 50% employer match about $187,314 at 4% or $124,876 at 6%; with 100% employer match about $140,485 at 4% or $93,657 at 6%. |
| 2004 | 1 | 9 | $821,589 | $226,714 | $25,190iApproximate average salary by contribution assumption: employee only about $629,761 at 4% or $419,841 at 6%; with 50% employer match about $419,841 at 4% or $279,894 at 6%; with 100% employer match about $314,881 at 4% or $209,920 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 9 | $821,589 | $226,714 | $25,190iApproximate average salary by contribution assumption: employee only about $629,761 at 4% or $419,841 at 6%; with 50% employer match about $419,841 at 4% or $279,894 at 6%; with 100% employer match about $314,881 at 4% or $209,920 at 6%. |
| 2003 | 1 | 7 | $533,380 | $201,997 | $28,857iApproximate average salary by contribution assumption: employee only about $721,418 at 4% or $480,945 at 6%; with 50% employer match about $480,945 at 4% or $320,630 at 6%; with 100% employer match about $360,709 at 4% or $240,473 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 7 | $533,380 | $201,997 | $28,857iApproximate average salary by contribution assumption: employee only about $721,418 at 4% or $480,945 at 6%; with 50% employer match about $480,945 at 4% or $320,630 at 6%; with 100% employer match about $360,709 at 4% or $240,473 at 6%. |
| 2002 | 1 | 7 | $228,558 | $164,824 | $23,546iApproximate average salary by contribution assumption: employee only about $588,657 at 4% or $392,438 at 6%; with 50% employer match about $392,438 at 4% or $261,625 at 6%; with 100% employer match about $294,329 at 4% or $196,219 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 7 | $228,558 | $164,824 | $23,546iApproximate average salary by contribution assumption: employee only about $588,657 at 4% or $392,438 at 6%; with 50% employer match about $392,438 at 4% or $261,625 at 6%; with 100% employer match about $294,329 at 4% or $196,219 at 6%. |
| 2001 | 1 | 7 | $95,235 | $96,357 | $13,765iApproximate average salary by contribution assumption: employee only about $344,132 at 4% or $229,421 at 6%; with 50% employer match about $229,421 at 4% or $152,948 at 6%; with 100% employer match about $172,066 at 4% or $114,711 at 6%. |
| Davis Bethune & Jones LLC Savings & Retirement Plan | - | 7 | $95,235 | $96,357 | $13,765iApproximate average salary by contribution assumption: employee only about $344,132 at 4% or $229,421 at 6%; with 50% employer match about $229,421 at 4% or $152,948 at 6%; with 100% employer match about $172,066 at 4% or $114,711 at 6%. |