Civic Intelligence

Joseph David International LLC

Plan context: Joseph David International 401(K) Profit Sharing Plan

EIN 45-5475890 • Phoenix, AZ • 16 filings • 2 plans

4545 E. Shea BlvdSuite 250Phoenix, AZ 85028
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,843,147

2024 Contributions

$271,756

Historical Graphs

Total Assets Over Time

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

$2,843,147$1,421,574$0201420192024YearValue
$2,843,147Latest year 2024

Participants Over Time

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

950201420192024YearValue
6Latest 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
202426$2,843,147$271,756$45,293iApproximate average salary by contribution assumption: employee only about $1,132,317 at 4% or $754,878 at 6%; with 50% employer match about $754,878 at 4% or $503,252 at 6%; with 100% employer match about $566,158 at 4% or $377,439 at 6%.
Joseph David International 401(K) Profit Sharing Plan-6$2,409,244$267,535$44,589iApproximate average salary by contribution assumption: employee only about $1,114,729 at 4% or $743,153 at 6%; with 50% employer match about $743,153 at 4% or $495,435 at 6%; with 100% employer match about $557,365 at 4% or $371,576 at 6%.
JOSEPH DAVID INTERNATIONAL CASH BALANCE PLAN-5$433,903$4,221$844iApproximate average salary by contribution assumption: employee only about $21,105 at 4% or $14,070 at 6%; with 50% employer match about $14,070 at 4% or $9,380 at 6%; with 100% employer match about $10,553 at 4% or $7,035 at 6%.
202327$2,293,726$512,549$73,221iApproximate average salary by contribution assumption: employee only about $1,830,532 at 4% or $1,220,355 at 6%; with 50% employer match about $1,220,355 at 4% or $813,570 at 6%; with 100% employer match about $915,266 at 4% or $610,177 at 6%.
Joseph David International 401(K) Profit Sharing Plan-7$1,903,959$356,516$50,931iApproximate average salary by contribution assumption: employee only about $1,273,271 at 4% or $848,848 at 6%; with 50% employer match about $848,848 at 4% or $565,898 at 6%; with 100% employer match about $636,636 at 4% or $424,424 at 6%.
JOSEPH DAVID INTERNATIONAL CASH BALANCE PLAN-5$389,767$156,033$31,207iApproximate average salary by contribution assumption: employee only about $780,165 at 4% or $520,110 at 6%; with 50% employer match about $520,110 at 4% or $346,740 at 6%; with 100% employer match about $390,083 at 4% or $260,055 at 6%.
202229$1,532,530$273,153$30,350iApproximate average salary by contribution assumption: employee only about $758,758 at 4% or $505,839 at 6%; with 50% employer match about $505,839 at 4% or $337,226 at 6%; with 100% employer match about $379,379 at 4% or $252,919 at 6%.
Joseph David International 401(K) Profit Sharing Plan-9$1,330,133$206,639$22,960iApproximate average salary by contribution assumption: employee only about $573,997 at 4% or $382,665 at 6%; with 50% employer match about $382,665 at 4% or $255,110 at 6%; with 100% employer match about $286,999 at 4% or $191,332 at 6%.
JOSEPH DAVID INTERNATIONAL CASH BALANCE PLAN-5$202,397$66,514$13,303iApproximate average salary by contribution assumption: employee only about $332,570 at 4% or $221,713 at 6%; with 50% employer match about $221,713 at 4% or $147,809 at 6%; with 100% employer match about $166,285 at 4% or $110,857 at 6%.
202129$1,489,223$288,033$32,004iApproximate average salary by contribution assumption: employee only about $800,092 at 4% or $533,394 at 6%; with 50% employer match about $533,394 at 4% or $355,596 at 6%; with 100% employer match about $400,046 at 4% or $266,697 at 6%.
Joseph David International 401(K) Profit Sharing Plan-9$1,348,232$147,042$16,338iApproximate average salary by contribution assumption: employee only about $408,450 at 4% or $272,300 at 6%; with 50% employer match about $272,300 at 4% or $181,533 at 6%; with 100% employer match about $204,225 at 4% or $136,150 at 6%.
JOSEPH DAVID INTERNATIONAL CASH BALANCE PLAN-6$140,991$140,991$23,499iApproximate average salary by contribution assumption: employee only about $587,463 at 4% or $391,642 at 6%; with 50% employer match about $391,642 at 4% or $261,094 at 6%; with 100% employer match about $293,731 at 4% or $195,821 at 6%.
202018$1,085,458$110,689$13,836iApproximate average salary by contribution assumption: employee only about $345,903 at 4% or $230,602 at 6%; with 50% employer match about $230,602 at 4% or $153,735 at 6%; with 100% employer match about $172,952 at 4% or $115,301 at 6%.
Joseph David International 401(K) Profit Sharing Plan-8$1,085,458$110,689$13,836iApproximate average salary by contribution assumption: employee only about $345,903 at 4% or $230,602 at 6%; with 50% employer match about $230,602 at 4% or $153,735 at 6%; with 100% employer match about $172,952 at 4% or $115,301 at 6%.
201917$859,033$151,975$21,711iApproximate average salary by contribution assumption: employee only about $542,768 at 4% or $361,845 at 6%; with 50% employer match about $361,845 at 4% or $241,230 at 6%; with 100% employer match about $271,384 at 4% or $180,923 at 6%.
Joseph David International 401(K) Profit Sharing Plan-7$859,033$151,975$21,711iApproximate average salary by contribution assumption: employee only about $542,768 at 4% or $361,845 at 6%; with 50% employer match about $361,845 at 4% or $241,230 at 6%; with 100% employer match about $271,384 at 4% or $180,923 at 6%.
201817$608,501$110,736$15,819iApproximate average salary by contribution assumption: employee only about $395,486 at 4% or $263,657 at 6%; with 50% employer match about $263,657 at 4% or $175,771 at 6%; with 100% employer match about $197,743 at 4% or $131,829 at 6%.
Joseph David International 401(K) Profit Sharing Plan-7$608,501$110,736$15,819iApproximate average salary by contribution assumption: employee only about $395,486 at 4% or $263,657 at 6%; with 50% employer match about $263,657 at 4% or $175,771 at 6%; with 100% employer match about $197,743 at 4% or $131,829 at 6%.
201714$540,895$232,394$58,099iApproximate average salary by contribution assumption: employee only about $1,452,463 at 4% or $968,308 at 6%; with 50% employer match about $968,308 at 4% or $645,539 at 6%; with 100% employer match about $726,231 at 4% or $484,154 at 6%.
Joseph David International 401(K) Profit Sharing Plan-4$540,895$232,394$58,099iApproximate average salary by contribution assumption: employee only about $1,452,463 at 4% or $968,308 at 6%; with 50% employer match about $968,308 at 4% or $645,539 at 6%; with 100% employer match about $726,231 at 4% or $484,154 at 6%.
201613$262,215$128,222$42,741iApproximate average salary by contribution assumption: employee only about $1,068,517 at 4% or $712,344 at 6%; with 50% employer match about $712,344 at 4% or $474,896 at 6%; with 100% employer match about $534,258 at 4% or $356,172 at 6%.
Joseph David International 401(K) Profit Sharing Plan-3$262,215$128,222$42,741iApproximate average salary by contribution assumption: employee only about $1,068,517 at 4% or $712,344 at 6%; with 50% employer match about $712,344 at 4% or $474,896 at 6%; with 100% employer match about $534,258 at 4% or $356,172 at 6%.
201512$124,755$55,531$27,766iApproximate average salary by contribution assumption: employee only about $694,138 at 4% or $462,758 at 6%; with 50% employer match about $462,758 at 4% or $308,506 at 6%; with 100% employer match about $347,069 at 4% or $231,379 at 6%.
Joseph David International 401(K) Profit Sharing Plan-2$124,755$55,531$27,766iApproximate average salary by contribution assumption: employee only about $694,138 at 4% or $462,758 at 6%; with 50% employer match about $462,758 at 4% or $308,506 at 6%; with 100% employer match about $347,069 at 4% or $231,379 at 6%.
201412$70,624$70,100$35,050iApproximate average salary by contribution assumption: employee only about $876,250 at 4% or $584,167 at 6%; with 50% employer match about $584,167 at 4% or $389,444 at 6%; with 100% employer match about $438,125 at 4% or $292,083 at 6%.
Joseph David International 401(K) Profit Sharing Plan-2$70,624$70,100$35,050iApproximate average salary by contribution assumption: employee only about $876,250 at 4% or $584,167 at 6%; with 50% employer match about $584,167 at 4% or $389,444 at 6%; with 100% employer match about $438,125 at 4% or $292,083 at 6%.
201310$0$0-
Joseph David International 401(K) Profit Sharing Plan-0$0--