Civic Intelligence

Davidson & Garrard Inc.

Plan context: Davidson & Garrard Inc. 401K Profit Sharing Plan and Trust

EIN 54-1372516 • Lynchburg, VA • 22 filings • 3 plans

P.O. Box 939Lynchburg, VA 24505
Current Snapshot

Latest Year

2017

2017 Participants

16

2017 Assets

$5,440,743

2017 Contributions

$138,613

Historical Graphs

Total Assets Over Time

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

$5,440,743$2,720,372$0199920082016YearValue
$5,440,743Latest year 2016

Participants Over Time

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

1680199920082016YearValue
16Latest 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$138,613-
Davidson & Garrard Inc. 401K Profit Sharing Plan and Trust-0$0$138,613-
2016116$5,440,743$360,039$22,502iApproximate average salary by contribution assumption: employee only about $562,561 at 4% or $375,041 at 6%; with 50% employer match about $375,041 at 4% or $250,027 at 6%; with 100% employer match about $281,280 at 4% or $187,520 at 6%.
Davidson & Garrard Inc. 401K Profit Sharing Plan and Trust-16$5,440,743$360,039$22,502iApproximate average salary by contribution assumption: employee only about $562,561 at 4% or $375,041 at 6%; with 50% employer match about $375,041 at 4% or $250,027 at 6%; with 100% employer match about $281,280 at 4% or $187,520 at 6%.
2015116$4,649,661$353,963$22,123iApproximate average salary by contribution assumption: employee only about $553,067 at 4% or $368,711 at 6%; with 50% employer match about $368,711 at 4% or $245,808 at 6%; with 100% employer match about $276,534 at 4% or $184,356 at 6%.
Davidson & Garrard Inc. 401K Profit Sharing Plan and Trust-16$4,649,661$353,963$22,123iApproximate average salary by contribution assumption: employee only about $553,067 at 4% or $368,711 at 6%; with 50% employer match about $368,711 at 4% or $245,808 at 6%; with 100% employer match about $276,534 at 4% or $184,356 at 6%.
2014114$4,469,027$320,864$22,919iApproximate average salary by contribution assumption: employee only about $572,971 at 4% or $381,981 at 6%; with 50% employer match about $381,981 at 4% or $254,654 at 6%; with 100% employer match about $286,486 at 4% or $190,990 at 6%.
Davidson & Garrard Inc. 401K Profit Sharing Plan and Trust-14$4,469,027$320,864$22,919iApproximate average salary by contribution assumption: employee only about $572,971 at 4% or $381,981 at 6%; with 50% employer match about $381,981 at 4% or $254,654 at 6%; with 100% employer match about $286,486 at 4% or $190,990 at 6%.
2013115$3,882,101$301,505$20,100iApproximate average salary by contribution assumption: employee only about $502,508 at 4% or $335,006 at 6%; with 50% employer match about $335,006 at 4% or $223,337 at 6%; with 100% employer match about $251,254 at 4% or $167,503 at 6%.
Davidson & Garrard Inc. 401K Profit Sharing Plan and Trust-15$3,882,101$301,505$20,100iApproximate average salary by contribution assumption: employee only about $502,508 at 4% or $335,006 at 6%; with 50% employer match about $335,006 at 4% or $223,337 at 6%; with 100% employer match about $251,254 at 4% or $167,503 at 6%.
2012114$2,964,567$268,797$19,200iApproximate average salary by contribution assumption: employee only about $479,995 at 4% or $319,996 at 6%; with 50% employer match about $319,996 at 4% or $213,331 at 6%; with 100% employer match about $239,997 at 4% or $159,998 at 6%.
Davidson & Garrard Inc. 401K Profit Sharing Plan and Trust-14$2,964,567$268,797$19,200iApproximate average salary by contribution assumption: employee only about $479,995 at 4% or $319,996 at 6%; with 50% employer match about $319,996 at 4% or $213,331 at 6%; with 100% employer match about $239,997 at 4% or $159,998 at 6%.
2011114$2,421,277$257,790$18,414iApproximate average salary by contribution assumption: employee only about $460,339 at 4% or $306,893 at 6%; with 50% employer match about $306,893 at 4% or $204,595 at 6%; with 100% employer match about $230,170 at 4% or $153,446 at 6%.
Davidson & Garrard Inc. 401K Profit Sharing Plan and Trust-14$2,421,277$257,790$18,414iApproximate average salary by contribution assumption: employee only about $460,339 at 4% or $306,893 at 6%; with 50% employer match about $306,893 at 4% or $204,595 at 6%; with 100% employer match about $230,170 at 4% or $153,446 at 6%.
2010112$2,254,252$231,800$19,317iApproximate average salary by contribution assumption: employee only about $482,917 at 4% or $321,944 at 6%; with 50% employer match about $321,944 at 4% or $214,630 at 6%; with 100% employer match about $241,458 at 4% or $160,972 at 6%.
Davidson & Garrard Inc. 401K Profit Sharing Plan and Trust-12$2,254,252$231,800$19,317iApproximate average salary by contribution assumption: employee only about $482,917 at 4% or $321,944 at 6%; with 50% employer match about $321,944 at 4% or $214,630 at 6%; with 100% employer match about $241,458 at 4% or $160,972 at 6%.
2009112$2,143,293$194,799$16,233iApproximate average salary by contribution assumption: employee only about $405,831 at 4% or $270,554 at 6%; with 50% employer match about $270,554 at 4% or $180,369 at 6%; with 100% employer match about $202,916 at 4% or $135,277 at 6%.
Davidson & Garrard Inc. 401K Profit Sharing Plan and Trust-12$2,143,293$194,799$16,233iApproximate average salary by contribution assumption: employee only about $405,831 at 4% or $270,554 at 6%; with 50% employer match about $270,554 at 4% or $180,369 at 6%; with 100% employer match about $202,916 at 4% or $135,277 at 6%.
2008112$1,568,056$223,088$18,591iApproximate average salary by contribution assumption: employee only about $464,767 at 4% or $309,844 at 6%; with 50% employer match about $309,844 at 4% or $206,563 at 6%; with 100% employer match about $232,383 at 4% or $154,922 at 6%.
Davidson & Garrard Inc. 401K Profit Sharing Plan and Trust-12$1,568,056$223,088$18,591iApproximate average salary by contribution assumption: employee only about $464,767 at 4% or $309,844 at 6%; with 50% employer match about $309,844 at 4% or $206,563 at 6%; with 100% employer match about $232,383 at 4% or $154,922 at 6%.
2007112$1,951,298$219,353$18,279iApproximate average salary by contribution assumption: employee only about $456,985 at 4% or $304,657 at 6%; with 50% employer match about $304,657 at 4% or $203,105 at 6%; with 100% employer match about $228,493 at 4% or $152,328 at 6%.
Davidson & Garrard Inc. 401K Profit Sharing Plan and Trust-12$1,951,298$219,353$18,279iApproximate average salary by contribution assumption: employee only about $456,985 at 4% or $304,657 at 6%; with 50% employer match about $304,657 at 4% or $203,105 at 6%; with 100% employer match about $228,493 at 4% or $152,328 at 6%.
2006112$1,619,464$186,123$15,510iApproximate average salary by contribution assumption: employee only about $387,756 at 4% or $258,504 at 6%; with 50% employer match about $258,504 at 4% or $172,336 at 6%; with 100% employer match about $193,878 at 4% or $129,252 at 6%.
Davidson & Garrard Inc. 401K Profit Sharing Plan and Trust-12$1,619,464$186,123$15,510iApproximate average salary by contribution assumption: employee only about $387,756 at 4% or $258,504 at 6%; with 50% employer match about $258,504 at 4% or $172,336 at 6%; with 100% employer match about $193,878 at 4% or $129,252 at 6%.
2005111$2,460,385$198,191$18,017iApproximate average salary by contribution assumption: employee only about $450,434 at 4% or $300,289 at 6%; with 50% employer match about $300,289 at 4% or $200,193 at 6%; with 100% employer match about $225,217 at 4% or $150,145 at 6%.
Davidson & Garrard Inc. 401K Profit Sharing Plan and Trust-11$2,460,385$198,191$18,017iApproximate average salary by contribution assumption: employee only about $450,434 at 4% or $300,289 at 6%; with 50% employer match about $300,289 at 4% or $200,193 at 6%; with 100% employer match about $225,217 at 4% or $150,145 at 6%.
2004114$2,212,485$209,064$14,933iApproximate average salary by contribution assumption: employee only about $373,329 at 4% or $248,886 at 6%; with 50% employer match about $248,886 at 4% or $165,924 at 6%; with 100% employer match about $186,664 at 4% or $124,443 at 6%.
Davidson & Garrard Inc. 401K Profit Sharing Plan and Trust-14$2,212,485$209,064$14,933iApproximate average salary by contribution assumption: employee only about $373,329 at 4% or $248,886 at 6%; with 50% employer match about $248,886 at 4% or $165,924 at 6%; with 100% employer match about $186,664 at 4% or $124,443 at 6%.
2003113$1,883,118$169,677$13,052iApproximate average salary by contribution assumption: employee only about $326,302 at 4% or $217,535 at 6%; with 50% employer match about $217,535 at 4% or $145,023 at 6%; with 100% employer match about $163,151 at 4% or $108,767 at 6%.
Davidson & Garrard Inc. 401K Profit Sharing Plan and Trust-13$1,883,118$169,677$13,052iApproximate average salary by contribution assumption: employee only about $326,302 at 4% or $217,535 at 6%; with 50% employer match about $217,535 at 4% or $145,023 at 6%; with 100% employer match about $163,151 at 4% or $108,767 at 6%.
2002111$2,137,702$181,310$16,483iApproximate average salary by contribution assumption: employee only about $412,068 at 4% or $274,712 at 6%; with 50% employer match about $274,712 at 4% or $183,141 at 6%; with 100% employer match about $206,034 at 4% or $137,356 at 6%.
Davidson & Garrard Inc. 401K Profit Sharing Plan and Trust-11$2,137,702$181,310$16,483iApproximate average salary by contribution assumption: employee only about $412,068 at 4% or $274,712 at 6%; with 50% employer match about $274,712 at 4% or $183,141 at 6%; with 100% employer match about $206,034 at 4% or $137,356 at 6%.
2001214$2,450,004$187,319$13,380iApproximate average salary by contribution assumption: employee only about $334,498 at 4% or $222,999 at 6%; with 50% employer match about $222,999 at 4% or $148,666 at 6%; with 100% employer match about $167,249 at 4% or $111,499 at 6%.
Davidson & Garrard Inc. 401K Profit Sharing Plan and Trust-14$2,450,004$109,723$7,837iApproximate average salary by contribution assumption: employee only about $195,934 at 4% or $130,623 at 6%; with 50% employer match about $130,623 at 4% or $87,082 at 6%; with 100% employer match about $97,967 at 4% or $65,311 at 6%.
Davidson & Garrard Inc. Money Purchase Pension Plan and Trust-0-$77,596-
2000212$2,424,634$163,999$13,667iApproximate average salary by contribution assumption: employee only about $341,665 at 4% or $227,776 at 6%; with 50% employer match about $227,776 at 4% or $151,851 at 6%; with 100% employer match about $170,832 at 4% or $113,888 at 6%.
Davidson & Garrard Inc. 401K Profit Sharing Plan and Trust-12$1,937,361$97,440$8,120iApproximate average salary by contribution assumption: employee only about $203,000 at 4% or $135,333 at 6%; with 50% employer match about $135,333 at 4% or $90,222 at 6%; with 100% employer match about $101,500 at 4% or $67,667 at 6%.
Davidson & Garrard Inc. Money Purchase Pension Plan and Trust-12$487,273$66,559$5,547iApproximate average salary by contribution assumption: employee only about $138,665 at 4% or $92,443 at 6%; with 50% employer match about $92,443 at 4% or $61,629 at 6%; with 100% employer match about $69,332 at 4% or $46,222 at 6%.
1999211$2,371,282$169,599$15,418iApproximate average salary by contribution assumption: employee only about $385,452 at 4% or $256,968 at 6%; with 50% employer match about $256,968 at 4% or $171,312 at 6%; with 100% employer match about $192,726 at 4% or $128,484 at 6%.
Davidson & Garrard Inc. 401K Profit Sharing Plan and Trust-11$1,924,550$99,728$9,066iApproximate average salary by contribution assumption: employee only about $226,655 at 4% or $151,103 at 6%; with 50% employer match about $151,103 at 4% or $100,735 at 6%; with 100% employer match about $113,327 at 4% or $75,552 at 6%.
Davidson & Garrard Inc. Money Purchase Pension Plan and Trust-11$446,732$69,871$6,352iApproximate average salary by contribution assumption: employee only about $158,798 at 4% or $105,865 at 6%; with 50% employer match about $105,865 at 4% or $70,577 at 6%; with 100% employer match about $79,399 at 4% or $52,933 at 6%.