Civic Intelligence

Davies Tax Advisors LLC

Plan context: Davies Tax Advisors LLC 401(K) Profit Sharing Plan & Trust

EIN 46-3690296 • Bellevue, WA • 8 filings • 3 plans

11400 SE 8th St Ste 263Bellevue, WA 98004-6017
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$1,173,430

2025 Contributions

$88,133

Historical Graphs

Total Assets Over Time

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

$1,173,430$586,715$0201820212024YearValue
$1,173,430Latest year 2024

Participants Over Time

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

1260201820212024YearValue
12Latest 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
202510$0$88,133-
Davies Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-0$0$88,133-
2024112$1,173,430$106,021$8,835iApproximate average salary by contribution assumption: employee only about $220,877 at 4% or $147,251 at 6%; with 50% employer match about $147,251 at 4% or $98,168 at 6%; with 100% employer match about $110,439 at 4% or $73,626 at 6%.
Davies Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-12$1,173,430$106,021$8,835iApproximate average salary by contribution assumption: employee only about $220,877 at 4% or $147,251 at 6%; with 50% employer match about $147,251 at 4% or $98,168 at 6%; with 100% employer match about $110,439 at 4% or $73,626 at 6%.
2023110$938,637$89,397$8,940iApproximate average salary by contribution assumption: employee only about $223,493 at 4% or $148,995 at 6%; with 50% employer match about $148,995 at 4% or $99,330 at 6%; with 100% employer match about $111,746 at 4% or $74,498 at 6%.
Davies Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-10$938,637$89,397$8,940iApproximate average salary by contribution assumption: employee only about $223,493 at 4% or $148,995 at 6%; with 50% employer match about $148,995 at 4% or $99,330 at 6%; with 100% employer match about $111,746 at 4% or $74,498 at 6%.
2022110$738,576$71,529$7,153iApproximate average salary by contribution assumption: employee only about $178,823 at 4% or $119,215 at 6%; with 50% employer match about $119,215 at 4% or $79,477 at 6%; with 100% employer match about $89,411 at 4% or $59,608 at 6%.
Davies Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-10$738,576$71,529$7,153iApproximate average salary by contribution assumption: employee only about $178,823 at 4% or $119,215 at 6%; with 50% employer match about $119,215 at 4% or $79,477 at 6%; with 100% employer match about $89,411 at 4% or $59,608 at 6%.
2021110$804,038$80,057$8,006iApproximate average salary by contribution assumption: employee only about $200,143 at 4% or $133,428 at 6%; with 50% employer match about $133,428 at 4% or $88,952 at 6%; with 100% employer match about $100,071 at 4% or $66,714 at 6%.
Davies Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-10$804,038$80,057$8,006iApproximate average salary by contribution assumption: employee only about $200,143 at 4% or $133,428 at 6%; with 50% employer match about $133,428 at 4% or $88,952 at 6%; with 100% employer match about $100,071 at 4% or $66,714 at 6%.
202016$717,597$61,849$10,308iApproximate average salary by contribution assumption: employee only about $257,704 at 4% or $171,803 at 6%; with 50% employer match about $171,803 at 4% or $114,535 at 6%; with 100% employer match about $128,852 at 4% or $85,901 at 6%.
Davies Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-6$717,597$61,849$10,308iApproximate average salary by contribution assumption: employee only about $257,704 at 4% or $171,803 at 6%; with 50% employer match about $171,803 at 4% or $114,535 at 6%; with 100% employer match about $128,852 at 4% or $85,901 at 6%.
201916$577,391$469,490$78,248iApproximate average salary by contribution assumption: employee only about $1,956,208 at 4% or $1,304,139 at 6%; with 50% employer match about $1,304,139 at 4% or $869,426 at 6%; with 100% employer match about $978,104 at 4% or $652,069 at 6%.
Davies Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-6$577,391$469,490$78,248iApproximate average salary by contribution assumption: employee only about $1,956,208 at 4% or $1,304,139 at 6%; with 50% employer match about $1,304,139 at 4% or $869,426 at 6%; with 100% employer match about $978,104 at 4% or $652,069 at 6%.
201816$51,503$56,674$9,446iApproximate average salary by contribution assumption: employee only about $236,142 at 4% or $157,428 at 6%; with 50% employer match about $157,428 at 4% or $104,952 at 6%; with 100% employer match about $118,071 at 4% or $78,714 at 6%.
Davies Tax Advisors LLC 401(K) Profit Sharing Plan & Trust-6$51,503$56,674$9,446iApproximate average salary by contribution assumption: employee only about $236,142 at 4% or $157,428 at 6%; with 50% employer match about $157,428 at 4% or $104,952 at 6%; with 100% employer match about $118,071 at 4% or $78,714 at 6%.