Civic Intelligence

James Martin Davis

Plan context: James Martin Davis Retirement Plan

EIN 47-0631243 • Omaha, NE • 19 filings • 4 plans

209 S 19 St, Suite 650Omaha, NE 68102
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$416,480

2017 Contributions

$45,000

Historical Graphs

Total Assets Over Time

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

$2,509,024$1,254,512$0199920082016YearValue
$416,480Latest year 2016

Participants Over Time

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

320199920082016YearValue
1Latest year 2016

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
201710$0$0-
James Martin Davis Retirement Plan-----
201611$416,480$0-
James Martin Davis Retirement Plan-1$416,480--
201511$416,636$0-
James Martin Davis Retirement Plan-1$416,636--
201411$416,792$0-
James Martin Davis Retirement Plan-1$416,792--
201311$646,861$0-
James Martin Davis Retirement Plan-1$646,861--
201211$1,090,585$0-
James Martin Davis Retirement Plan-1$1,090,585--
201111$1,060,935$0-
James Martin Davis Retirement Plan-1$1,060,935--
201011$1,034,268$0-
James Martin Davis Retirement Plan-1$1,034,268--
200911$1,002,912$0-
James Martin Davis Retirement Plan-1$1,002,912--
200813$843,268$0-
James Martin Davis Retirement Plan-3$843,268--
200711$862,046$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
James Martin Davis Retirement Plan-1$862,046$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
200611$908,763$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
James Martin Davis Retirement Plan-1$908,763$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
200513$829,527$0-
James Martin Davis Retirement Plan-3$829,527--
200411$821,106$0-
James Martin Davis Retirement Plan-1$821,106--
200312$859,120$0-
James Martin Davis Retirement Plan-2$859,120--
200212$798,422$44,333$22,167iApproximate average salary by contribution assumption: employee only about $554,163 at 4% or $369,442 at 6%; with 50% employer match about $369,442 at 4% or $246,294 at 6%; with 100% employer match about $277,081 at 4% or $184,721 at 6%.
James Martin Davis Retirement Plan-2$798,422$44,333$22,167iApproximate average salary by contribution assumption: employee only about $554,163 at 4% or $369,442 at 6%; with 50% employer match about $369,442 at 4% or $246,294 at 6%; with 100% employer match about $277,081 at 4% or $184,721 at 6%.
200111$0$0-
James Martin Davis Retirement Plan-1---
200012$1,946,523$30,975$15,488iApproximate average salary by contribution assumption: employee only about $387,188 at 4% or $258,125 at 6%; with 50% employer match about $258,125 at 4% or $172,083 at 6%; with 100% employer match about $193,594 at 4% or $129,063 at 6%.
James Martin Davis Retirement Plan-2$1,946,523$30,975$15,488iApproximate average salary by contribution assumption: employee only about $387,188 at 4% or $258,125 at 6%; with 50% employer match about $258,125 at 4% or $172,083 at 6%; with 100% employer match about $193,594 at 4% or $129,063 at 6%.
199912$2,509,024$27,984$13,992iApproximate average salary by contribution assumption: employee only about $349,800 at 4% or $233,200 at 6%; with 50% employer match about $233,200 at 4% or $155,467 at 6%; with 100% employer match about $174,900 at 4% or $116,600 at 6%.
James Martin Davis Retirement Plan-2$2,509,024$27,984$13,992iApproximate average salary by contribution assumption: employee only about $349,800 at 4% or $233,200 at 6%; with 50% employer match about $233,200 at 4% or $155,467 at 6%; with 100% employer match about $174,900 at 4% or $116,600 at 6%.