David C. Rees
Plan context: David C. Rees Safe Harbor 401(K) Plan
EIN 54-2014288 • Rockingham, VA • 13 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
2
2019 Assets
$669,673
2019 Contributions
$55,910
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $55,910 | - |
| David C. Rees Safe Harbor 401(K) Plan | - | 0 | $0 | $55,910 | - |
| 2018 | 1 | 2 | $669,673 | $63,097 | $31,549iApproximate average salary by contribution assumption: employee only about $788,713 at 4% or $525,808 at 6%; with 50% employer match about $525,808 at 4% or $350,539 at 6%; with 100% employer match about $394,356 at 4% or $262,904 at 6%. |
| David C. Rees Safe Harbor 401(K) Plan | - | 2 | $669,673 | $63,097 | $31,549iApproximate average salary by contribution assumption: employee only about $788,713 at 4% or $525,808 at 6%; with 50% employer match about $525,808 at 4% or $350,539 at 6%; with 100% employer match about $394,356 at 4% or $262,904 at 6%. |
| 2017 | 1 | 2 | $652,473 | $61,985 | $30,993iApproximate average salary by contribution assumption: employee only about $774,813 at 4% or $516,542 at 6%; with 50% employer match about $516,542 at 4% or $344,361 at 6%; with 100% employer match about $387,406 at 4% or $258,271 at 6%. |
| David C. Rees Safe Harbor 401(K) Plan | - | 2 | $652,473 | $61,985 | $30,993iApproximate average salary by contribution assumption: employee only about $774,813 at 4% or $516,542 at 6%; with 50% employer match about $516,542 at 4% or $344,361 at 6%; with 100% employer match about $387,406 at 4% or $258,271 at 6%. |
| 2016 | 1 | 2 | $500,058 | $60,981 | $30,491iApproximate average salary by contribution assumption: employee only about $762,263 at 4% or $508,175 at 6%; with 50% employer match about $508,175 at 4% or $338,783 at 6%; with 100% employer match about $381,131 at 4% or $254,088 at 6%. |
| David C. Rees Safe Harbor 401(K) Plan | - | 2 | $500,058 | $60,981 | $30,491iApproximate average salary by contribution assumption: employee only about $762,263 at 4% or $508,175 at 6%; with 50% employer match about $508,175 at 4% or $338,783 at 6%; with 100% employer match about $381,131 at 4% or $254,088 at 6%. |
| 2015 | 1 | 2 | $382,781 | $60,980 | $30,490iApproximate average salary by contribution assumption: employee only about $762,250 at 4% or $508,167 at 6%; with 50% employer match about $508,167 at 4% or $338,778 at 6%; with 100% employer match about $381,125 at 4% or $254,083 at 6%. |
| David C. Rees Safe Harbor 401(K) Plan | - | 2 | $382,781 | $60,980 | $30,490iApproximate average salary by contribution assumption: employee only about $762,250 at 4% or $508,167 at 6%; with 50% employer match about $508,167 at 4% or $338,778 at 6%; with 100% employer match about $381,125 at 4% or $254,083 at 6%. |
| 2014 | 1 | 2 | $340,760 | $25,600 | $12,800iApproximate average salary by contribution assumption: employee only about $320,000 at 4% or $213,333 at 6%; with 50% employer match about $213,333 at 4% or $142,222 at 6%; with 100% employer match about $160,000 at 4% or $106,667 at 6%. |
| David C. Rees Safe Harbor 401(K) Plan | - | 2 | $340,760 | $25,600 | $12,800iApproximate average salary by contribution assumption: employee only about $320,000 at 4% or $213,333 at 6%; with 50% employer match about $213,333 at 4% or $142,222 at 6%; with 100% employer match about $160,000 at 4% or $106,667 at 6%. |
| 2013 | 1 | 2 | $295,323 | $50,117 | $25,059iApproximate average salary by contribution assumption: employee only about $626,463 at 4% or $417,642 at 6%; with 50% employer match about $417,642 at 4% or $278,428 at 6%; with 100% employer match about $313,231 at 4% or $208,821 at 6%. |
| David C. Rees Safe Harbor 401(K) Plan | - | 2 | $295,323 | $50,117 | $25,059iApproximate average salary by contribution assumption: employee only about $626,463 at 4% or $417,642 at 6%; with 50% employer match about $417,642 at 4% or $278,428 at 6%; with 100% employer match about $313,231 at 4% or $208,821 at 6%. |
| 2012 | 1 | 2 | $195,133 | $22,057 | $11,029iApproximate average salary by contribution assumption: employee only about $275,713 at 4% or $183,808 at 6%; with 50% employer match about $183,808 at 4% or $122,539 at 6%; with 100% employer match about $137,856 at 4% or $91,904 at 6%. |
| David C. Rees Safe Harbor 401(K) Plan | - | 2 | $195,133 | $22,057 | $11,029iApproximate average salary by contribution assumption: employee only about $275,713 at 4% or $183,808 at 6%; with 50% employer match about $183,808 at 4% or $122,539 at 6%; with 100% employer match about $137,856 at 4% or $91,904 at 6%. |
| 2011 | 1 | 2 | $155,872 | $42,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| David C. Rees Safe Harbor 401(K) Plan | - | 2 | $155,872 | $42,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| 2010 | 1 | 1 | $105,548 | $23,533 | $23,533iApproximate average salary by contribution assumption: employee only about $588,325 at 4% or $392,217 at 6%; with 50% employer match about $392,217 at 4% or $261,478 at 6%; with 100% employer match about $294,163 at 4% or $196,108 at 6%. |
| David C. Rees Safe Harbor 401(K) Plan | - | 1 | $105,548 | $23,533 | $23,533iApproximate average salary by contribution assumption: employee only about $588,325 at 4% or $392,217 at 6%; with 50% employer match about $392,217 at 4% or $261,478 at 6%; with 100% employer match about $294,163 at 4% or $196,108 at 6%. |
| 2009 | 1 | 1 | $69,278 | $22,304 | $22,304iApproximate average salary by contribution assumption: employee only about $557,600 at 4% or $371,733 at 6%; with 50% employer match about $371,733 at 4% or $247,822 at 6%; with 100% employer match about $278,800 at 4% or $185,867 at 6%. |
| David C. Rees Safe Harbor 401(K) Plan | - | 1 | $69,278 | $22,304 | $22,304iApproximate average salary by contribution assumption: employee only about $557,600 at 4% or $371,733 at 6%; with 50% employer match about $371,733 at 4% or $247,822 at 6%; with 100% employer match about $278,800 at 4% or $185,867 at 6%. |
| 2008 | 1 | 1 | $38,788 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| David C. Rees Safe Harbor 401(K) Plan | - | 1 | $38,788 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| David C. Rees Safe Harbor 401(K) Plan | - | 2 | - | - | - |