Cavell, Mertz & Davis Inc.
Plan context: Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust
EIN 54-1632008 • Manassas, VA • 25 filings • 7 plans
Current Snapshot
Latest Year
2023
2023 Participants
8
2023 Assets
$1,333,408
2023 Contributions
$90,939
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 | $0 | - |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 0 | $0 | - | - |
| 2022 | 1 | 8 | $1,333,408 | $90,939 | $11,367iApproximate average salary by contribution assumption: employee only about $284,184 at 4% or $189,456 at 6%; with 50% employer match about $189,456 at 4% or $126,304 at 6%; with 100% employer match about $142,092 at 4% or $94,728 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 8 | $1,333,408 | $90,939 | $11,367iApproximate average salary by contribution assumption: employee only about $284,184 at 4% or $189,456 at 6%; with 50% employer match about $189,456 at 4% or $126,304 at 6%; with 100% employer match about $142,092 at 4% or $94,728 at 6%. |
| 2021 | 1 | 8 | $1,527,738 | $126,269 | $15,784iApproximate average salary by contribution assumption: employee only about $394,591 at 4% or $263,060 at 6%; with 50% employer match about $263,060 at 4% or $175,374 at 6%; with 100% employer match about $197,295 at 4% or $131,530 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 8 | $1,527,738 | $126,269 | $15,784iApproximate average salary by contribution assumption: employee only about $394,591 at 4% or $263,060 at 6%; with 50% employer match about $263,060 at 4% or $175,374 at 6%; with 100% employer match about $197,295 at 4% or $131,530 at 6%. |
| 2020 | 1 | 9 | $1,244,360 | $65,569 | $7,285iApproximate average salary by contribution assumption: employee only about $182,136 at 4% or $121,424 at 6%; with 50% employer match about $121,424 at 4% or $80,949 at 6%; with 100% employer match about $91,068 at 4% or $60,712 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 9 | $1,244,360 | $65,569 | $7,285iApproximate average salary by contribution assumption: employee only about $182,136 at 4% or $121,424 at 6%; with 50% employer match about $121,424 at 4% or $80,949 at 6%; with 100% employer match about $91,068 at 4% or $60,712 at 6%. |
| 2019 | 1 | 7 | $1,027,477 | $70,613 | $10,088iApproximate average salary by contribution assumption: employee only about $252,189 at 4% or $168,126 at 6%; with 50% employer match about $168,126 at 4% or $112,084 at 6%; with 100% employer match about $126,095 at 4% or $84,063 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 7 | $1,027,477 | $70,613 | $10,088iApproximate average salary by contribution assumption: employee only about $252,189 at 4% or $168,126 at 6%; with 50% employer match about $168,126 at 4% or $112,084 at 6%; with 100% employer match about $126,095 at 4% or $84,063 at 6%. |
| 2018 | 1 | 7 | $803,884 | $73,459 | $10,494iApproximate average salary by contribution assumption: employee only about $262,354 at 4% or $174,902 at 6%; with 50% employer match about $174,902 at 4% or $116,602 at 6%; with 100% employer match about $131,177 at 4% or $87,451 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 7 | $803,884 | $73,459 | $10,494iApproximate average salary by contribution assumption: employee only about $262,354 at 4% or $174,902 at 6%; with 50% employer match about $174,902 at 4% or $116,602 at 6%; with 100% employer match about $131,177 at 4% or $87,451 at 6%. |
| 2017 | 1 | 6 | $785,824 | $51,791 | $8,632iApproximate average salary by contribution assumption: employee only about $215,796 at 4% or $143,864 at 6%; with 50% employer match about $143,864 at 4% or $95,909 at 6%; with 100% employer match about $107,898 at 4% or $71,932 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 6 | $785,824 | $51,791 | $8,632iApproximate average salary by contribution assumption: employee only about $215,796 at 4% or $143,864 at 6%; with 50% employer match about $143,864 at 4% or $95,909 at 6%; with 100% employer match about $107,898 at 4% or $71,932 at 6%. |
| 2016 | 1 | 7 | $986,486 | $16,889 | $2,413iApproximate average salary by contribution assumption: employee only about $60,318 at 4% or $40,212 at 6%; with 50% employer match about $40,212 at 4% or $26,808 at 6%; with 100% employer match about $30,159 at 4% or $20,106 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 7 | $986,486 | $16,889 | $2,413iApproximate average salary by contribution assumption: employee only about $60,318 at 4% or $40,212 at 6%; with 50% employer match about $40,212 at 4% or $26,808 at 6%; with 100% employer match about $30,159 at 4% or $20,106 at 6%. |
| 2015 | 1 | 6 | $901,894 | $10,400 | $1,733iApproximate average salary by contribution assumption: employee only about $43,333 at 4% or $28,889 at 6%; with 50% employer match about $28,889 at 4% or $19,259 at 6%; with 100% employer match about $21,667 at 4% or $14,444 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 6 | $901,894 | $10,400 | $1,733iApproximate average salary by contribution assumption: employee only about $43,333 at 4% or $28,889 at 6%; with 50% employer match about $28,889 at 4% or $19,259 at 6%; with 100% employer match about $21,667 at 4% or $14,444 at 6%. |
| 2014 | 1 | 6 | $895,115 | $4,900 | $817iApproximate average salary by contribution assumption: employee only about $20,417 at 4% or $13,611 at 6%; with 50% employer match about $13,611 at 4% or $9,074 at 6%; with 100% employer match about $10,208 at 4% or $6,806 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 6 | $895,115 | $4,900 | $817iApproximate average salary by contribution assumption: employee only about $20,417 at 4% or $13,611 at 6%; with 50% employer match about $13,611 at 4% or $9,074 at 6%; with 100% employer match about $10,208 at 4% or $6,806 at 6%. |
| 2013 | 1 | 6 | $982,508 | $17,850 | $2,975iApproximate average salary by contribution assumption: employee only about $74,375 at 4% or $49,583 at 6%; with 50% employer match about $49,583 at 4% or $33,056 at 6%; with 100% employer match about $37,188 at 4% or $24,792 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 6 | $982,508 | $17,850 | $2,975iApproximate average salary by contribution assumption: employee only about $74,375 at 4% or $49,583 at 6%; with 50% employer match about $49,583 at 4% or $33,056 at 6%; with 100% employer match about $37,188 at 4% or $24,792 at 6%. |
| 2012 | 1 | 6 | $773,908 | $20,250 | $3,375iApproximate average salary by contribution assumption: employee only about $84,375 at 4% or $56,250 at 6%; with 50% employer match about $56,250 at 4% or $37,500 at 6%; with 100% employer match about $42,188 at 4% or $28,125 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 6 | $773,908 | $20,250 | $3,375iApproximate average salary by contribution assumption: employee only about $84,375 at 4% or $56,250 at 6%; with 50% employer match about $56,250 at 4% or $37,500 at 6%; with 100% employer match about $42,188 at 4% or $28,125 at 6%. |
| 2011 | 1 | 7 | $756,468 | $4,125 | $589iApproximate average salary by contribution assumption: employee only about $14,732 at 4% or $9,821 at 6%; with 50% employer match about $9,821 at 4% or $6,548 at 6%; with 100% employer match about $7,366 at 4% or $4,911 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 7 | $756,468 | $4,125 | $589iApproximate average salary by contribution assumption: employee only about $14,732 at 4% or $9,821 at 6%; with 50% employer match about $9,821 at 4% or $6,548 at 6%; with 100% employer match about $7,366 at 4% or $4,911 at 6%. |
| 2010 | 1 | 8 | $863,959 | $14,947 | $1,868iApproximate average salary by contribution assumption: employee only about $46,709 at 4% or $31,140 at 6%; with 50% employer match about $31,140 at 4% or $20,760 at 6%; with 100% employer match about $23,355 at 4% or $15,570 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 8 | $863,959 | $14,947 | $1,868iApproximate average salary by contribution assumption: employee only about $46,709 at 4% or $31,140 at 6%; with 50% employer match about $31,140 at 4% or $20,760 at 6%; with 100% employer match about $23,355 at 4% or $15,570 at 6%. |
| 2009 | 1 | 9 | $819,931 | $33,408 | $3,712iApproximate average salary by contribution assumption: employee only about $92,800 at 4% or $61,867 at 6%; with 50% employer match about $61,867 at 4% or $41,244 at 6%; with 100% employer match about $46,400 at 4% or $30,933 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 9 | $819,931 | $33,408 | $3,712iApproximate average salary by contribution assumption: employee only about $92,800 at 4% or $61,867 at 6%; with 50% employer match about $61,867 at 4% or $41,244 at 6%; with 100% employer match about $46,400 at 4% or $30,933 at 6%. |
| 2008 | 1 | 9 | $637,452 | $52,195 | $5,799iApproximate average salary by contribution assumption: employee only about $144,986 at 4% or $96,657 at 6%; with 50% employer match about $96,657 at 4% or $64,438 at 6%; with 100% employer match about $72,493 at 4% or $48,329 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 9 | $637,452 | $52,195 | $5,799iApproximate average salary by contribution assumption: employee only about $144,986 at 4% or $96,657 at 6%; with 50% employer match about $96,657 at 4% or $64,438 at 6%; with 100% employer match about $72,493 at 4% or $48,329 at 6%. |
| 2007 | 1 | 10 | $1,225,609 | $62,104 | $6,210iApproximate average salary by contribution assumption: employee only about $155,260 at 4% or $103,507 at 6%; with 50% employer match about $103,507 at 4% or $69,004 at 6%; with 100% employer match about $77,630 at 4% or $51,753 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 10 | $1,225,609 | $62,104 | $6,210iApproximate average salary by contribution assumption: employee only about $155,260 at 4% or $103,507 at 6%; with 50% employer match about $103,507 at 4% or $69,004 at 6%; with 100% employer match about $77,630 at 4% or $51,753 at 6%. |
| 2006 | 1 | 10 | $1,116,100 | $74,037 | $7,404iApproximate average salary by contribution assumption: employee only about $185,093 at 4% or $123,395 at 6%; with 50% employer match about $123,395 at 4% or $82,263 at 6%; with 100% employer match about $92,546 at 4% or $61,698 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 10 | $1,116,100 | $74,037 | $7,404iApproximate average salary by contribution assumption: employee only about $185,093 at 4% or $123,395 at 6%; with 50% employer match about $123,395 at 4% or $82,263 at 6%; with 100% employer match about $92,546 at 4% or $61,698 at 6%. |
| 2005 | 1 | 13 | $920,623 | $99,930 | $7,687iApproximate average salary by contribution assumption: employee only about $192,173 at 4% or $128,115 at 6%; with 50% employer match about $128,115 at 4% or $85,410 at 6%; with 100% employer match about $96,087 at 4% or $64,058 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 13 | $920,623 | $99,930 | $7,687iApproximate average salary by contribution assumption: employee only about $192,173 at 4% or $128,115 at 6%; with 50% employer match about $128,115 at 4% or $85,410 at 6%; with 100% employer match about $96,087 at 4% or $64,058 at 6%. |
| 2004 | 1 | 13 | $796,357 | $106,499 | $8,192iApproximate average salary by contribution assumption: employee only about $204,806 at 4% or $136,537 at 6%; with 50% employer match about $136,537 at 4% or $91,025 at 6%; with 100% employer match about $102,403 at 4% or $68,269 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 13 | $796,357 | $106,499 | $8,192iApproximate average salary by contribution assumption: employee only about $204,806 at 4% or $136,537 at 6%; with 50% employer match about $136,537 at 4% or $91,025 at 6%; with 100% employer match about $102,403 at 4% or $68,269 at 6%. |
| 2003 | 1 | 11 | $618,240 | $79,333 | $7,212iApproximate average salary by contribution assumption: employee only about $180,302 at 4% or $120,202 at 6%; with 50% employer match about $120,202 at 4% or $80,134 at 6%; with 100% employer match about $90,151 at 4% or $60,101 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 11 | $618,240 | $79,333 | $7,212iApproximate average salary by contribution assumption: employee only about $180,302 at 4% or $120,202 at 6%; with 50% employer match about $120,202 at 4% or $80,134 at 6%; with 100% employer match about $90,151 at 4% or $60,101 at 6%. |
| 2002 | 1 | 9 | $443,579 | $82,413 | $9,157iApproximate average salary by contribution assumption: employee only about $228,925 at 4% or $152,617 at 6%; with 50% employer match about $152,617 at 4% or $101,744 at 6%; with 100% employer match about $114,463 at 4% or $76,308 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 9 | $443,579 | $82,413 | $9,157iApproximate average salary by contribution assumption: employee only about $228,925 at 4% or $152,617 at 6%; with 50% employer match about $152,617 at 4% or $101,744 at 6%; with 100% employer match about $114,463 at 4% or $76,308 at 6%. |
| 2001 | 1 | 12 | $455,717 | $237,573 | $19,798iApproximate average salary by contribution assumption: employee only about $494,944 at 4% or $329,963 at 6%; with 50% employer match about $329,963 at 4% or $219,975 at 6%; with 100% employer match about $247,472 at 4% or $164,981 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 12 | $455,717 | $237,573 | $19,798iApproximate average salary by contribution assumption: employee only about $494,944 at 4% or $329,963 at 6%; with 50% employer match about $329,963 at 4% or $219,975 at 6%; with 100% employer match about $247,472 at 4% or $164,981 at 6%. |
| 2000 | 1 | 11 | $267,423 | $85,484 | $7,771iApproximate average salary by contribution assumption: employee only about $194,282 at 4% or $129,521 at 6%; with 50% employer match about $129,521 at 4% or $86,347 at 6%; with 100% employer match about $97,141 at 4% or $64,761 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 11 | $267,423 | $85,484 | $7,771iApproximate average salary by contribution assumption: employee only about $194,282 at 4% or $129,521 at 6%; with 50% employer match about $129,521 at 4% or $86,347 at 6%; with 100% employer match about $97,141 at 4% or $64,761 at 6%. |
| 1999 | 1 | 11 | $207,310 | $75,486 | $6,862iApproximate average salary by contribution assumption: employee only about $171,559 at 4% or $114,373 at 6%; with 50% employer match about $114,373 at 4% or $76,248 at 6%; with 100% employer match about $85,780 at 4% or $57,186 at 6%. |
| Cavell, Mertz & Davis Inc. 401K Profit Sharing Plan and Trust | - | 11 | $207,310 | $75,486 | $6,862iApproximate average salary by contribution assumption: employee only about $171,559 at 4% or $114,373 at 6%; with 50% employer match about $114,373 at 4% or $76,248 at 6%; with 100% employer match about $85,780 at 4% or $57,186 at 6%. |