Mark S Davidson CPA Inc PC
Plan context: Mark S Davidson CPA Inc PC 401(K) Profit Sharing Plan & Trust
EIN 46-1490931 • Tulsa, OK • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$296,877
2024 Contributions
$72,560
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $296,877 | $72,560 | $36,280iApproximate average salary by contribution assumption: employee only about $907,000 at 4% or $604,667 at 6%; with 50% employer match about $604,667 at 4% or $403,111 at 6%; with 100% employer match about $453,500 at 4% or $302,333 at 6%. |
| Mark S Davidson CPA Inc PC 401(K) Profit Sharing Plan & Trust | - | 2 | $296,877 | $72,560 | $36,280iApproximate average salary by contribution assumption: employee only about $907,000 at 4% or $604,667 at 6%; with 50% employer match about $604,667 at 4% or $403,111 at 6%; with 100% employer match about $453,500 at 4% or $302,333 at 6%. |
| 2023 | 1 | 2 | $221,399 | $76,960 | $38,480iApproximate average salary by contribution assumption: employee only about $962,000 at 4% or $641,333 at 6%; with 50% employer match about $641,333 at 4% or $427,556 at 6%; with 100% employer match about $481,000 at 4% or $320,667 at 6%. |
| Mark S Davidson CPA Inc PC 401(K) Profit Sharing Plan & Trust | - | 2 | $221,399 | $76,960 | $38,480iApproximate average salary by contribution assumption: employee only about $962,000 at 4% or $641,333 at 6%; with 50% employer match about $641,333 at 4% or $427,556 at 6%; with 100% employer match about $481,000 at 4% or $320,667 at 6%. |
| 2022 | 1 | 2 | $133,670 | $132,490 | $66,245iApproximate average salary by contribution assumption: employee only about $1,656,125 at 4% or $1,104,083 at 6%; with 50% employer match about $1,104,083 at 4% or $736,056 at 6%; with 100% employer match about $828,063 at 4% or $552,042 at 6%. |
| Mark S Davidson CPA Inc PC 401(K) Profit Sharing Plan & Trust | - | 2 | $133,670 | $132,490 | $66,245iApproximate average salary by contribution assumption: employee only about $1,656,125 at 4% or $1,104,083 at 6%; with 50% employer match about $1,104,083 at 4% or $736,056 at 6%; with 100% employer match about $828,063 at 4% or $552,042 at 6%. |
| 2021 | 1 | 0 | $0 | $0 | - |
| Mark S Davidson CPA Inc PC 401(K) Profit Sharing Plan & Trust | - | 0 | $0 | - | - |