Homer Davis Agency
Plan context: Homer Davis Agency 401(K) Profit Sharing Plan
EIN 55-0686170 • Morgantown, WV • 18 filings • 3 plans
Current Snapshot
Latest Year
2021
2021 Participants
10
2021 Assets
$1,815,560
2021 Contributions
$61,263
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 10 | $1,815,560 | $61,263 | $6,126iApproximate average salary by contribution assumption: employee only about $153,158 at 4% or $102,105 at 6%; with 50% employer match about $102,105 at 4% or $68,070 at 6%; with 100% employer match about $76,579 at 4% or $51,053 at 6%. |
| Homer Davis Agency 401(K) Profit Sharing Plan | - | 10 | $1,815,560 | $61,263 | $6,126iApproximate average salary by contribution assumption: employee only about $153,158 at 4% or $102,105 at 6%; with 50% employer match about $102,105 at 4% or $68,070 at 6%; with 100% employer match about $76,579 at 4% or $51,053 at 6%. |
| 2020 | 1 | 10 | $1,402,902 | $62,175 | $6,218iApproximate average salary by contribution assumption: employee only about $155,438 at 4% or $103,625 at 6%; with 50% employer match about $103,625 at 4% or $69,083 at 6%; with 100% employer match about $77,719 at 4% or $51,813 at 6%. |
| Homer Davis Agency 401(K) Profit Sharing Plan | - | 10 | $1,402,902 | $62,175 | $6,218iApproximate average salary by contribution assumption: employee only about $155,438 at 4% or $103,625 at 6%; with 50% employer match about $103,625 at 4% or $69,083 at 6%; with 100% employer match about $77,719 at 4% or $51,813 at 6%. |
| 2019 | 1 | 9 | $1,122,699 | $53,481 | $5,942iApproximate average salary by contribution assumption: employee only about $148,558 at 4% or $99,039 at 6%; with 50% employer match about $99,039 at 4% or $66,026 at 6%; with 100% employer match about $74,279 at 4% or $49,519 at 6%. |
| Homer Davis Agency 401(K) Profit Sharing Plan | - | 9 | $1,122,699 | $53,481 | $5,942iApproximate average salary by contribution assumption: employee only about $148,558 at 4% or $99,039 at 6%; with 50% employer match about $99,039 at 4% or $66,026 at 6%; with 100% employer match about $74,279 at 4% or $49,519 at 6%. |
| 2018 | 1 | 9 | $824,764 | $58,456 | $6,495iApproximate average salary by contribution assumption: employee only about $162,378 at 4% or $108,252 at 6%; with 50% employer match about $108,252 at 4% or $72,168 at 6%; with 100% employer match about $81,189 at 4% or $54,126 at 6%. |
| Homer Davis Agency 401(K) Profit Sharing Plan | - | 9 | $824,764 | $58,456 | $6,495iApproximate average salary by contribution assumption: employee only about $162,378 at 4% or $108,252 at 6%; with 50% employer match about $108,252 at 4% or $72,168 at 6%; with 100% employer match about $81,189 at 4% or $54,126 at 6%. |
| 2017 | 1 | 9 | $823,242 | $43,639 | $4,849iApproximate average salary by contribution assumption: employee only about $121,219 at 4% or $80,813 at 6%; with 50% employer match about $80,813 at 4% or $53,875 at 6%; with 100% employer match about $60,610 at 4% or $40,406 at 6%. |
| Homer Davis Agency 401(K) Profit Sharing Plan | - | 9 | $823,242 | $43,639 | $4,849iApproximate average salary by contribution assumption: employee only about $121,219 at 4% or $80,813 at 6%; with 50% employer match about $80,813 at 4% or $53,875 at 6%; with 100% employer match about $60,610 at 4% or $40,406 at 6%. |
| 2016 | 1 | 5 | $654,217 | $37,280 | $7,456iApproximate average salary by contribution assumption: employee only about $186,400 at 4% or $124,267 at 6%; with 50% employer match about $124,267 at 4% or $82,844 at 6%; with 100% employer match about $93,200 at 4% or $62,133 at 6%. |
| Homer Davis Agency 401(K) Profit Sharing Plan | - | 5 | $654,217 | $37,280 | $7,456iApproximate average salary by contribution assumption: employee only about $186,400 at 4% or $124,267 at 6%; with 50% employer match about $124,267 at 4% or $82,844 at 6%; with 100% employer match about $93,200 at 4% or $62,133 at 6%. |
| 2015 | 1 | 4 | $597,574 | $41,357 | $10,339iApproximate average salary by contribution assumption: employee only about $258,481 at 4% or $172,321 at 6%; with 50% employer match about $172,321 at 4% or $114,881 at 6%; with 100% employer match about $129,241 at 4% or $86,160 at 6%. |
| Homer Davis Agency 401(K) Profit Sharing Plan | - | 4 | $597,574 | $41,357 | $10,339iApproximate average salary by contribution assumption: employee only about $258,481 at 4% or $172,321 at 6%; with 50% employer match about $172,321 at 4% or $114,881 at 6%; with 100% employer match about $129,241 at 4% or $86,160 at 6%. |
| 2014 | 1 | 5 | $564,801 | $34,466 | $6,893iApproximate average salary by contribution assumption: employee only about $172,330 at 4% or $114,887 at 6%; with 50% employer match about $114,887 at 4% or $76,591 at 6%; with 100% employer match about $86,165 at 4% or $57,443 at 6%. |
| Homer Davis Agency 401(K) Profit Sharing Plan | - | 5 | $564,801 | $34,466 | $6,893iApproximate average salary by contribution assumption: employee only about $172,330 at 4% or $114,887 at 6%; with 50% employer match about $114,887 at 4% or $76,591 at 6%; with 100% employer match about $86,165 at 4% or $57,443 at 6%. |
| 2013 | 1 | 4 | $474,715 | $18,018 | $4,505iApproximate average salary by contribution assumption: employee only about $112,613 at 4% or $75,075 at 6%; with 50% employer match about $75,075 at 4% or $50,050 at 6%; with 100% employer match about $56,306 at 4% or $37,538 at 6%. |
| Homer Davis Agency 401(K) Profit Sharing Plan | - | 4 | $474,715 | $18,018 | $4,505iApproximate average salary by contribution assumption: employee only about $112,613 at 4% or $75,075 at 6%; with 50% employer match about $75,075 at 4% or $50,050 at 6%; with 100% employer match about $56,306 at 4% or $37,538 at 6%. |
| 2012 | 1 | 5 | $386,173 | $16,127 | $3,225iApproximate average salary by contribution assumption: employee only about $80,635 at 4% or $53,757 at 6%; with 50% employer match about $53,757 at 4% or $35,838 at 6%; with 100% employer match about $40,318 at 4% or $26,878 at 6%. |
| Homer Davis Agency 401(K) Profit Sharing Plan | - | 5 | $386,173 | $16,127 | $3,225iApproximate average salary by contribution assumption: employee only about $80,635 at 4% or $53,757 at 6%; with 50% employer match about $53,757 at 4% or $35,838 at 6%; with 100% employer match about $40,318 at 4% or $26,878 at 6%. |
| 2011 | 1 | 6 | $317,773 | $11,808 | $1,968iApproximate average salary by contribution assumption: employee only about $49,200 at 4% or $32,800 at 6%; with 50% employer match about $32,800 at 4% or $21,867 at 6%; with 100% employer match about $24,600 at 4% or $16,400 at 6%. |
| Homer Davis Agency 401(K) Profit Sharing Plan | - | 6 | $317,773 | $11,808 | $1,968iApproximate average salary by contribution assumption: employee only about $49,200 at 4% or $32,800 at 6%; with 50% employer match about $32,800 at 4% or $21,867 at 6%; with 100% employer match about $24,600 at 4% or $16,400 at 6%. |
| 2010 | 1 | 6 | $325,346 | $4,939 | $823iApproximate average salary by contribution assumption: employee only about $20,579 at 4% or $13,719 at 6%; with 50% employer match about $13,719 at 4% or $9,146 at 6%; with 100% employer match about $10,290 at 4% or $6,860 at 6%. |
| Homer Davis Agency 401(K) Profit Sharing Plan | - | 6 | $325,346 | $4,939 | $823iApproximate average salary by contribution assumption: employee only about $20,579 at 4% or $13,719 at 6%; with 50% employer match about $13,719 at 4% or $9,146 at 6%; with 100% employer match about $10,290 at 4% or $6,860 at 6%. |
| 2009 | 1 | 6 | $273,581 | $6,001 | $1,000iApproximate average salary by contribution assumption: employee only about $25,004 at 4% or $16,669 at 6%; with 50% employer match about $16,669 at 4% or $11,113 at 6%; with 100% employer match about $12,502 at 4% or $8,335 at 6%. |
| Homer Davis Agency 401(K) Profit Sharing Plan | - | 6 | $273,581 | $6,001 | $1,000iApproximate average salary by contribution assumption: employee only about $25,004 at 4% or $16,669 at 6%; with 50% employer match about $16,669 at 4% or $11,113 at 6%; with 100% employer match about $12,502 at 4% or $8,335 at 6%. |
| 2008 | 1 | 5 | $0 | $0 | - |
| Homer Davis Agency 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| 2007 | 1 | 6 | $0 | $0 | - |
| Homer Davis Agency 401(K) Profit Sharing Plan | - | 6 | - | - | - |
| 2006 | 1 | 7 | $213,365 | $69,824 | $9,975iApproximate average salary by contribution assumption: employee only about $249,371 at 4% or $166,248 at 6%; with 50% employer match about $166,248 at 4% or $110,832 at 6%; with 100% employer match about $124,686 at 4% or $83,124 at 6%. |
| Homer Davis Agency 401(K) Profit Sharing Plan | - | 7 | $213,365 | $69,824 | $9,975iApproximate average salary by contribution assumption: employee only about $249,371 at 4% or $166,248 at 6%; with 50% employer match about $166,248 at 4% or $110,832 at 6%; with 100% employer match about $124,686 at 4% or $83,124 at 6%. |
| 2005 | 1 | 5 | $122,898 | $62,087 | $12,417iApproximate average salary by contribution assumption: employee only about $310,435 at 4% or $206,957 at 6%; with 50% employer match about $206,957 at 4% or $137,971 at 6%; with 100% employer match about $155,218 at 4% or $103,478 at 6%. |
| Homer Davis Agency 401(K) Profit Sharing Plan | - | 5 | $122,898 | $62,087 | $12,417iApproximate average salary by contribution assumption: employee only about $310,435 at 4% or $206,957 at 6%; with 50% employer match about $206,957 at 4% or $137,971 at 6%; with 100% employer match about $155,218 at 4% or $103,478 at 6%. |
| 2004 | 1 | 4 | $55,969 | $55,969 | $13,992iApproximate average salary by contribution assumption: employee only about $349,806 at 4% or $233,204 at 6%; with 50% employer match about $233,204 at 4% or $155,469 at 6%; with 100% employer match about $174,903 at 4% or $116,602 at 6%. |
| Homer Davis Agency 401(K) Profit Sharing Plan | - | 4 | $55,969 | $55,969 | $13,992iApproximate average salary by contribution assumption: employee only about $349,806 at 4% or $233,204 at 6%; with 50% employer match about $233,204 at 4% or $155,469 at 6%; with 100% employer match about $174,903 at 4% or $116,602 at 6%. |