Civic Intelligence

Davis & Whalen PC

Plan context: Davis & Whalen PC 401K Plan

EIN 46-1514376 • Pasadena, CA • 11 filings • 2 plans

531 South Marengo AvenuePasadena, CA 91101-3114
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$230,794

2023 Contributions

$700

Historical Graphs

Total Assets Over Time

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

$1,467,614$733,807$0201320182022YearValue
$230,794Latest year 2022

Participants Over Time

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

210201320182022YearValue
2Latest year 2022

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
202310$0$0-
Davis & Whalen PC 401K Plan-0$0--
202212$230,794$700$350iApproximate average salary by contribution assumption: employee only about $8,750 at 4% or $5,833 at 6%; with 50% employer match about $5,833 at 4% or $3,889 at 6%; with 100% employer match about $4,375 at 4% or $2,917 at 6%.
Davis & Whalen PC 401K Plan-2$230,794$700$350iApproximate average salary by contribution assumption: employee only about $8,750 at 4% or $5,833 at 6%; with 50% employer match about $5,833 at 4% or $3,889 at 6%; with 100% employer match about $4,375 at 4% or $2,917 at 6%.
202112$227,195$57,100$28,550iApproximate average salary by contribution assumption: employee only about $713,750 at 4% or $475,833 at 6%; with 50% employer match about $475,833 at 4% or $317,222 at 6%; with 100% employer match about $356,875 at 4% or $237,917 at 6%.
Davis & Whalen PC 401K Plan-2$227,195$57,100$28,550iApproximate average salary by contribution assumption: employee only about $713,750 at 4% or $475,833 at 6%; with 50% employer match about $475,833 at 4% or $317,222 at 6%; with 100% employer match about $356,875 at 4% or $237,917 at 6%.
202012$1,358,997$56,400$28,200iApproximate average salary by contribution assumption: employee only about $705,000 at 4% or $470,000 at 6%; with 50% employer match about $470,000 at 4% or $313,333 at 6%; with 100% employer match about $352,500 at 4% or $235,000 at 6%.
Davis & Whalen PC 401K Plan-2$1,358,997$56,400$28,200iApproximate average salary by contribution assumption: employee only about $705,000 at 4% or $470,000 at 6%; with 50% employer match about $470,000 at 4% or $313,333 at 6%; with 100% employer match about $352,500 at 4% or $235,000 at 6%.
201912$1,467,614$56,250$28,125iApproximate average salary by contribution assumption: employee only about $703,125 at 4% or $468,750 at 6%; with 50% employer match about $468,750 at 4% or $312,500 at 6%; with 100% employer match about $351,563 at 4% or $234,375 at 6%.
Davis & Whalen PC 401K Plan-2$1,467,614$56,250$28,125iApproximate average salary by contribution assumption: employee only about $703,125 at 4% or $468,750 at 6%; with 50% employer match about $468,750 at 4% or $312,500 at 6%; with 100% employer match about $351,563 at 4% or $234,375 at 6%.
201812$1,149,577$95,305$47,653iApproximate average salary by contribution assumption: employee only about $1,191,313 at 4% or $794,208 at 6%; with 50% employer match about $794,208 at 4% or $529,472 at 6%; with 100% employer match about $595,656 at 4% or $397,104 at 6%.
Davis & Whalen PC 401K Plan-2$1,149,577$95,305$47,653iApproximate average salary by contribution assumption: employee only about $1,191,313 at 4% or $794,208 at 6%; with 50% employer match about $794,208 at 4% or $529,472 at 6%; with 100% employer match about $595,656 at 4% or $397,104 at 6%.
201712$1,173,315$56,279$28,140iApproximate average salary by contribution assumption: employee only about $703,488 at 4% or $468,992 at 6%; with 50% employer match about $468,992 at 4% or $312,661 at 6%; with 100% employer match about $351,744 at 4% or $234,496 at 6%.
Davis & Whalen PC 401K Plan-2$1,173,315$56,279$28,140iApproximate average salary by contribution assumption: employee only about $703,488 at 4% or $468,992 at 6%; with 50% employer match about $468,992 at 4% or $312,661 at 6%; with 100% employer match about $351,744 at 4% or $234,496 at 6%.
201612$974,002$51,753$25,877iApproximate average salary by contribution assumption: employee only about $646,913 at 4% or $431,275 at 6%; with 50% employer match about $431,275 at 4% or $287,517 at 6%; with 100% employer match about $323,456 at 4% or $215,638 at 6%.
Davis & Whalen PC 401K Plan-2$974,002$51,753$25,877iApproximate average salary by contribution assumption: employee only about $646,913 at 4% or $431,275 at 6%; with 50% employer match about $431,275 at 4% or $287,517 at 6%; with 100% employer match about $323,456 at 4% or $215,638 at 6%.
201512$823,055$15,180$7,590iApproximate average salary by contribution assumption: employee only about $189,750 at 4% or $126,500 at 6%; with 50% employer match about $126,500 at 4% or $84,333 at 6%; with 100% employer match about $94,875 at 4% or $63,250 at 6%.
Davis & Whalen PC 401K Plan-2$823,055$15,180$7,590iApproximate average salary by contribution assumption: employee only about $189,750 at 4% or $126,500 at 6%; with 50% employer match about $126,500 at 4% or $84,333 at 6%; with 100% employer match about $94,875 at 4% or $63,250 at 6%.
201412$852,516$70,325$35,163iApproximate average salary by contribution assumption: employee only about $879,063 at 4% or $586,042 at 6%; with 50% employer match about $586,042 at 4% or $390,694 at 6%; with 100% employer match about $439,531 at 4% or $293,021 at 6%.
Davis & Whalen PC 401K Plan-2$852,516$70,325$35,163iApproximate average salary by contribution assumption: employee only about $879,063 at 4% or $586,042 at 6%; with 50% employer match about $586,042 at 4% or $390,694 at 6%; with 100% employer match about $439,531 at 4% or $293,021 at 6%.
201312$740,878$54,955$27,478iApproximate average salary by contribution assumption: employee only about $686,938 at 4% or $457,958 at 6%; with 50% employer match about $457,958 at 4% or $305,306 at 6%; with 100% employer match about $343,469 at 4% or $228,979 at 6%.
Davis & Whalen PC 401K Plan-2$740,878$54,955$27,478iApproximate average salary by contribution assumption: employee only about $686,938 at 4% or $457,958 at 6%; with 50% employer match about $457,958 at 4% or $305,306 at 6%; with 100% employer match about $343,469 at 4% or $228,979 at 6%.