Civic Intelligence

Jeri Davis International LLC

Plan context: Jeri Davis International LLC Cash Balance Plan

EIN 52-1798491 • Clearwater, FL • 19 filings • 4 plans

1540 Gulf Boulevard, Unit 1501Clearwater, FL 33767
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$314,794

2025 Contributions

$88,232

Historical Graphs

Total Assets Over Time

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

$2,871,195$1,435,598$0201120182025YearValue
$314,794Latest year 2025

Participants Over Time

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

530201120182025YearValue
2Latest year 2025

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
202522$314,794$0-
Jeri Davis International LLC Cash Balance Plan-2$314,794$0-
JERI DAVIS INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN TRUST-0$0--
202425$2,871,195$88,232$17,646iApproximate average salary by contribution assumption: employee only about $441,160 at 4% or $294,107 at 6%; with 50% employer match about $294,107 at 4% or $196,071 at 6%; with 100% employer match about $220,580 at 4% or $147,053 at 6%.
JERI DAVIS INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN TRUST-5$2,602,581$71,232$14,246iApproximate average salary by contribution assumption: employee only about $356,160 at 4% or $237,440 at 6%; with 50% employer match about $237,440 at 4% or $158,293 at 6%; with 100% employer match about $178,080 at 4% or $118,720 at 6%.
Jeri Davis International LLC Cash Balance Plan-4$268,614$17,000$4,250iApproximate average salary by contribution assumption: employee only about $106,250 at 4% or $70,833 at 6%; with 50% employer match about $70,833 at 4% or $47,222 at 6%; with 100% employer match about $53,125 at 4% or $35,417 at 6%.
202325$2,303,473$176,186$35,237iApproximate average salary by contribution assumption: employee only about $880,930 at 4% or $587,287 at 6%; with 50% employer match about $587,287 at 4% or $391,524 at 6%; with 100% employer match about $440,465 at 4% or $293,643 at 6%.
JERI DAVIS INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN TRUST-5$2,080,992$102,986$20,597iApproximate average salary by contribution assumption: employee only about $514,930 at 4% or $343,287 at 6%; with 50% employer match about $343,287 at 4% or $228,858 at 6%; with 100% employer match about $257,465 at 4% or $171,643 at 6%.
Jeri Davis International LLC Cash Balance Plan-4$222,481$73,200$18,300iApproximate average salary by contribution assumption: employee only about $457,500 at 4% or $305,000 at 6%; with 50% employer match about $305,000 at 4% or $203,333 at 6%; with 100% employer match about $228,750 at 4% or $152,500 at 6%.
202225$1,709,943$307,446$61,489iApproximate average salary by contribution assumption: employee only about $1,537,230 at 4% or $1,024,820 at 6%; with 50% employer match about $1,024,820 at 4% or $683,213 at 6%; with 100% employer match about $768,615 at 4% or $512,410 at 6%.
JERI DAVIS INTERNATIONAL LLC 401K PROFIT SHARING PLAN TRUST-5$1,560,943$158,446$31,689iApproximate average salary by contribution assumption: employee only about $792,230 at 4% or $528,153 at 6%; with 50% employer match about $528,153 at 4% or $352,102 at 6%; with 100% employer match about $396,115 at 4% or $264,077 at 6%.
Jeri Davis International LLC Cash Balance Plan-4$149,000$149,000$37,250iApproximate average salary by contribution assumption: employee only about $931,250 at 4% or $620,833 at 6%; with 50% employer match about $620,833 at 4% or $413,889 at 6%; with 100% employer match about $465,625 at 4% or $310,417 at 6%.
202113$1,791,238$32,563$10,854iApproximate average salary by contribution assumption: employee only about $271,358 at 4% or $180,906 at 6%; with 50% employer match about $180,906 at 4% or $120,604 at 6%; with 100% employer match about $135,679 at 4% or $90,453 at 6%.
JERI DAVIS INTERNATIONAL LLC 401 K PROFIT SHARING PLAN TRUST-3$1,791,238$32,563$10,854iApproximate average salary by contribution assumption: employee only about $271,358 at 4% or $180,906 at 6%; with 50% employer match about $180,906 at 4% or $120,604 at 6%; with 100% employer match about $135,679 at 4% or $90,453 at 6%.
202013$1,447,840$102,952$34,317iApproximate average salary by contribution assumption: employee only about $857,933 at 4% or $571,956 at 6%; with 50% employer match about $571,956 at 4% or $381,304 at 6%; with 100% employer match about $428,967 at 4% or $285,978 at 6%.
JERI DAVIS INTERNATIONAL LLC 401 K PROFIT SHARING PLAN TRUST-3$1,447,840$102,952$34,317iApproximate average salary by contribution assumption: employee only about $857,933 at 4% or $571,956 at 6%; with 50% employer match about $571,956 at 4% or $381,304 at 6%; with 100% employer match about $428,967 at 4% or $285,978 at 6%.
201914$1,092,633$117,080$29,270iApproximate average salary by contribution assumption: employee only about $731,750 at 4% or $487,833 at 6%; with 50% employer match about $487,833 at 4% or $325,222 at 6%; with 100% employer match about $365,875 at 4% or $243,917 at 6%.
JERI DAVIS INTERNATIONAL LLC 401 K PROFIT SHARING PLAN TRUST-4$1,092,633$117,080$29,270iApproximate average salary by contribution assumption: employee only about $731,750 at 4% or $487,833 at 6%; with 50% employer match about $487,833 at 4% or $325,222 at 6%; with 100% employer match about $365,875 at 4% or $243,917 at 6%.
201814$756,289$61,870$15,468iApproximate average salary by contribution assumption: employee only about $386,688 at 4% or $257,792 at 6%; with 50% employer match about $257,792 at 4% or $171,861 at 6%; with 100% employer match about $193,344 at 4% or $128,896 at 6%.
JERI DAVIS INTERNATIONAL LLC 401 K PROFIT SHARING PLAN TRUST-4$756,289$61,870$15,468iApproximate average salary by contribution assumption: employee only about $386,688 at 4% or $257,792 at 6%; with 50% employer match about $257,792 at 4% or $171,861 at 6%; with 100% employer match about $193,344 at 4% or $128,896 at 6%.
201714$765,672$103,432$25,858iApproximate average salary by contribution assumption: employee only about $646,450 at 4% or $430,967 at 6%; with 50% employer match about $430,967 at 4% or $287,311 at 6%; with 100% employer match about $323,225 at 4% or $215,483 at 6%.
JERI DAVIS INTERNATIONAL LLC 401 K PROFIT SHARING PLAN TRUST-4$765,672$103,432$25,858iApproximate average salary by contribution assumption: employee only about $646,450 at 4% or $430,967 at 6%; with 50% employer match about $430,967 at 4% or $287,311 at 6%; with 100% employer match about $323,225 at 4% or $215,483 at 6%.
201615$572,234$94,432$18,886iApproximate average salary by contribution assumption: employee only about $472,160 at 4% or $314,773 at 6%; with 50% employer match about $314,773 at 4% or $209,849 at 6%; with 100% employer match about $236,080 at 4% or $157,387 at 6%.
JERI DAVIS INTERNATIONAL LLC 401 K PROFIT SHARING PLAN TRUST-5$572,234$94,432$18,886iApproximate average salary by contribution assumption: employee only about $472,160 at 4% or $314,773 at 6%; with 50% employer match about $314,773 at 4% or $209,849 at 6%; with 100% employer match about $236,080 at 4% or $157,387 at 6%.
201513$446,772$91,646$30,549iApproximate average salary by contribution assumption: employee only about $763,717 at 4% or $509,144 at 6%; with 50% employer match about $509,144 at 4% or $339,430 at 6%; with 100% employer match about $381,858 at 4% or $254,572 at 6%.
JERI DAVIS INTERNATIONAL LLC 401 K PROFIT SHARING PLAN TRUST-3$446,772$91,646$30,549iApproximate average salary by contribution assumption: employee only about $763,717 at 4% or $509,144 at 6%; with 50% employer match about $509,144 at 4% or $339,430 at 6%; with 100% employer match about $381,858 at 4% or $254,572 at 6%.
201412$352,946$120,011$60,006iApproximate average salary by contribution assumption: employee only about $1,500,138 at 4% or $1,000,092 at 6%; with 50% employer match about $1,000,092 at 4% or $666,728 at 6%; with 100% employer match about $750,069 at 4% or $500,046 at 6%.
JERI DAVIS INTERNATIONAL LLC 401 K PROFIT SHARING PLAN TRUST-2$352,946$120,011$60,006iApproximate average salary by contribution assumption: employee only about $1,500,138 at 4% or $1,000,092 at 6%; with 50% employer match about $1,000,092 at 4% or $666,728 at 6%; with 100% employer match about $750,069 at 4% or $500,046 at 6%.
201313$253,717$89,553$29,851iApproximate average salary by contribution assumption: employee only about $746,275 at 4% or $497,517 at 6%; with 50% employer match about $497,517 at 4% or $331,678 at 6%; with 100% employer match about $373,138 at 4% or $248,758 at 6%.
JERI DAVIS INTERNATIONAL LLC 401 K PROFIT SHARING PLAN TRUST-3$253,717$89,553$29,851iApproximate average salary by contribution assumption: employee only about $746,275 at 4% or $497,517 at 6%; with 50% employer match about $497,517 at 4% or $331,678 at 6%; with 100% employer match about $373,138 at 4% or $248,758 at 6%.
201213$148,972$72,961$24,320iApproximate average salary by contribution assumption: employee only about $608,008 at 4% or $405,339 at 6%; with 50% employer match about $405,339 at 4% or $270,226 at 6%; with 100% employer match about $304,004 at 4% or $202,669 at 6%.
JERI DAVIS INTERNATIONAL LLC 401 K PROFIT SHARING PLAN TRUST-3$148,972$72,961$24,320iApproximate average salary by contribution assumption: employee only about $608,008 at 4% or $405,339 at 6%; with 50% employer match about $405,339 at 4% or $270,226 at 6%; with 100% employer match about $304,004 at 4% or $202,669 at 6%.
201113$76,252$76,252$25,417iApproximate average salary by contribution assumption: employee only about $635,433 at 4% or $423,622 at 6%; with 50% employer match about $423,622 at 4% or $282,415 at 6%; with 100% employer match about $317,717 at 4% or $211,811 at 6%.
JERI DAVIS INTERNATIONAL LLC 401 K PROFIT SHARING PLAN TRUST-3$76,252$76,252$25,417iApproximate average salary by contribution assumption: employee only about $635,433 at 4% or $423,622 at 6%; with 50% employer match about $423,622 at 4% or $282,415 at 6%; with 100% employer match about $317,717 at 4% or $211,811 at 6%.