T. Davis & Associates Inc.
Plan context: T. Davis & Associates Inc. 401(K) Plan & Trust
EIN 47-2513690 • Sunnyvale, CA • 9 filings • 1 plans
Current Snapshot
Latest Year
2023
2023 Participants
3
2023 Assets
$300,769
2023 Contributions
$2,326
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $2,326 | - |
| T. Davis & Associates Inc. 401(K) Plan & Trust | - | 0 | $0 | $2,326 | - |
| 2022 | 1 | 3 | $300,769 | $55,226 | $18,409iApproximate average salary by contribution assumption: employee only about $460,217 at 4% or $306,811 at 6%; with 50% employer match about $306,811 at 4% or $204,541 at 6%; with 100% employer match about $230,108 at 4% or $153,406 at 6%. |
| T. Davis & Associates Inc. 401(K) Plan & Trust | - | 3 | $300,769 | $55,226 | $18,409iApproximate average salary by contribution assumption: employee only about $460,217 at 4% or $306,811 at 6%; with 50% employer match about $306,811 at 4% or $204,541 at 6%; with 100% employer match about $230,108 at 4% or $153,406 at 6%. |
| 2021 | 1 | 3 | $300,650 | $63,385 | $21,128iApproximate average salary by contribution assumption: employee only about $528,208 at 4% or $352,139 at 6%; with 50% employer match about $352,139 at 4% or $234,759 at 6%; with 100% employer match about $264,104 at 4% or $176,069 at 6%. |
| T. Davis & Associates Inc. 401(K) Plan & Trust | - | 3 | $300,650 | $63,385 | $21,128iApproximate average salary by contribution assumption: employee only about $528,208 at 4% or $352,139 at 6%; with 50% employer match about $352,139 at 4% or $234,759 at 6%; with 100% employer match about $264,104 at 4% or $176,069 at 6%. |
| 2020 | 1 | 3 | $205,015 | $52,932 | $17,644iApproximate average salary by contribution assumption: employee only about $441,100 at 4% or $294,067 at 6%; with 50% employer match about $294,067 at 4% or $196,044 at 6%; with 100% employer match about $220,550 at 4% or $147,033 at 6%. |
| T. Davis & Associates Inc. 401(K) Plan & Trust | - | 3 | $205,015 | $52,932 | $17,644iApproximate average salary by contribution assumption: employee only about $441,100 at 4% or $294,067 at 6%; with 50% employer match about $294,067 at 4% or $196,044 at 6%; with 100% employer match about $220,550 at 4% or $147,033 at 6%. |
| 2019 | 1 | 3 | $130,599 | $15,251 | $5,084iApproximate average salary by contribution assumption: employee only about $127,092 at 4% or $84,728 at 6%; with 50% employer match about $84,728 at 4% or $56,485 at 6%; with 100% employer match about $63,546 at 4% or $42,364 at 6%. |
| T. Davis & Associates Inc. 401(K) Plan & Trust | - | 3 | $130,599 | $15,251 | $5,084iApproximate average salary by contribution assumption: employee only about $127,092 at 4% or $84,728 at 6%; with 50% employer match about $84,728 at 4% or $56,485 at 6%; with 100% employer match about $63,546 at 4% or $42,364 at 6%. |
| 2018 | 1 | 3 | $94,377 | $14,930 | $4,977iApproximate average salary by contribution assumption: employee only about $124,417 at 4% or $82,944 at 6%; with 50% employer match about $82,944 at 4% or $55,296 at 6%; with 100% employer match about $62,208 at 4% or $41,472 at 6%. |
| T. Davis & Associates Inc. 401(K) Plan & Trust | - | 3 | $94,377 | $14,930 | $4,977iApproximate average salary by contribution assumption: employee only about $124,417 at 4% or $82,944 at 6%; with 50% employer match about $82,944 at 4% or $55,296 at 6%; with 100% employer match about $62,208 at 4% or $41,472 at 6%. |
| 2017 | 1 | 3 | $88,824 | $20,413 | $6,804iApproximate average salary by contribution assumption: employee only about $170,108 at 4% or $113,406 at 6%; with 50% employer match about $113,406 at 4% or $75,604 at 6%; with 100% employer match about $85,054 at 4% or $56,703 at 6%. |
| T. Davis & Associates Inc. 401(K) Plan & Trust | - | 3 | $88,824 | $20,413 | $6,804iApproximate average salary by contribution assumption: employee only about $170,108 at 4% or $113,406 at 6%; with 50% employer match about $113,406 at 4% or $75,604 at 6%; with 100% employer match about $85,054 at 4% or $56,703 at 6%. |
| 2016 | 1 | 3 | $57,583 | $34,739 | $11,580iApproximate average salary by contribution assumption: employee only about $289,492 at 4% or $192,994 at 6%; with 50% employer match about $192,994 at 4% or $128,663 at 6%; with 100% employer match about $144,746 at 4% or $96,497 at 6%. |
| T. Davis & Associates Inc. 401(K) Plan & Trust | - | 3 | $57,583 | $34,739 | $11,580iApproximate average salary by contribution assumption: employee only about $289,492 at 4% or $192,994 at 6%; with 50% employer match about $192,994 at 4% or $128,663 at 6%; with 100% employer match about $144,746 at 4% or $96,497 at 6%. |
| 2015 | 1 | 3 | $19,305 | $19,474 | $6,491iApproximate average salary by contribution assumption: employee only about $162,283 at 4% or $108,189 at 6%; with 50% employer match about $108,189 at 4% or $72,126 at 6%; with 100% employer match about $81,142 at 4% or $54,094 at 6%. |
| T. Davis & Associates Inc. 401(K) Plan & Trust | - | 3 | $19,305 | $19,474 | $6,491iApproximate average salary by contribution assumption: employee only about $162,283 at 4% or $108,189 at 6%; with 50% employer match about $108,189 at 4% or $72,126 at 6%; with 100% employer match about $81,142 at 4% or $54,094 at 6%. |