Donna Ambler Davis PC
Plan context: Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust
EIN 56-1922092 • Chapel Hill, NC • 23 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$385,061
2024 Contributions
$18,610
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $385,061 | $18,610 | $4,653iApproximate average salary by contribution assumption: employee only about $116,313 at 4% or $77,542 at 6%; with 50% employer match about $77,542 at 4% or $51,694 at 6%; with 100% employer match about $58,156 at 4% or $38,771 at 6%. |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 4 | $385,061 | $18,610 | $4,653iApproximate average salary by contribution assumption: employee only about $116,313 at 4% or $77,542 at 6%; with 50% employer match about $77,542 at 4% or $51,694 at 6%; with 100% employer match about $58,156 at 4% or $38,771 at 6%. |
| 2023 | 1 | 4 | $339,271 | $63,538 | $15,885iApproximate average salary by contribution assumption: employee only about $397,113 at 4% or $264,742 at 6%; with 50% employer match about $264,742 at 4% or $176,494 at 6%; with 100% employer match about $198,556 at 4% or $132,371 at 6%. |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 4 | $339,271 | $63,538 | $15,885iApproximate average salary by contribution assumption: employee only about $397,113 at 4% or $264,742 at 6%; with 50% employer match about $264,742 at 4% or $176,494 at 6%; with 100% employer match about $198,556 at 4% or $132,371 at 6%. |
| 2022 | 1 | 3 | $239,430 | $21,566 | $7,189iApproximate average salary by contribution assumption: employee only about $179,717 at 4% or $119,811 at 6%; with 50% employer match about $119,811 at 4% or $79,874 at 6%; with 100% employer match about $89,858 at 4% or $59,906 at 6%. |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 3 | $239,430 | $21,566 | $7,189iApproximate average salary by contribution assumption: employee only about $179,717 at 4% or $119,811 at 6%; with 50% employer match about $119,811 at 4% or $79,874 at 6%; with 100% employer match about $89,858 at 4% or $59,906 at 6%. |
| 2021 | 1 | 3 | $264,912 | $12,210 | $4,070iApproximate average salary by contribution assumption: employee only about $101,750 at 4% or $67,833 at 6%; with 50% employer match about $67,833 at 4% or $45,222 at 6%; with 100% employer match about $50,875 at 4% or $33,917 at 6%. |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 3 | $264,912 | $12,210 | $4,070iApproximate average salary by contribution assumption: employee only about $101,750 at 4% or $67,833 at 6%; with 50% employer match about $67,833 at 4% or $45,222 at 6%; with 100% employer match about $50,875 at 4% or $33,917 at 6%. |
| 2020 | 1 | 3 | $237,627 | $6,242 | $2,081iApproximate average salary by contribution assumption: employee only about $52,017 at 4% or $34,678 at 6%; with 50% employer match about $34,678 at 4% or $23,119 at 6%; with 100% employer match about $26,008 at 4% or $17,339 at 6%. |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 3 | $237,627 | $6,242 | $2,081iApproximate average salary by contribution assumption: employee only about $52,017 at 4% or $34,678 at 6%; with 50% employer match about $34,678 at 4% or $23,119 at 6%; with 100% employer match about $26,008 at 4% or $17,339 at 6%. |
| 2019 | 1 | 3 | $192,922 | $6,563 | $2,188iApproximate average salary by contribution assumption: employee only about $54,692 at 4% or $36,461 at 6%; with 50% employer match about $36,461 at 4% or $24,307 at 6%; with 100% employer match about $27,346 at 4% or $18,231 at 6%. |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 3 | $192,922 | $6,563 | $2,188iApproximate average salary by contribution assumption: employee only about $54,692 at 4% or $36,461 at 6%; with 50% employer match about $36,461 at 4% or $24,307 at 6%; with 100% employer match about $27,346 at 4% or $18,231 at 6%. |
| 2018 | 1 | 3 | $159,264 | $7,243 | $2,414iApproximate average salary by contribution assumption: employee only about $60,358 at 4% or $40,239 at 6%; with 50% employer match about $40,239 at 4% or $26,826 at 6%; with 100% employer match about $30,179 at 4% or $20,119 at 6%. |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 3 | $159,264 | $7,243 | $2,414iApproximate average salary by contribution assumption: employee only about $60,358 at 4% or $40,239 at 6%; with 50% employer match about $40,239 at 4% or $26,826 at 6%; with 100% employer match about $30,179 at 4% or $20,119 at 6%. |
| 2017 | 1 | 3 | $160,872 | $1,440 | $480iApproximate average salary by contribution assumption: employee only about $12,000 at 4% or $8,000 at 6%; with 50% employer match about $8,000 at 4% or $5,333 at 6%; with 100% employer match about $6,000 at 4% or $4,000 at 6%. |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 3 | $160,872 | $1,440 | $480iApproximate average salary by contribution assumption: employee only about $12,000 at 4% or $8,000 at 6%; with 50% employer match about $8,000 at 4% or $5,333 at 6%; with 100% employer match about $6,000 at 4% or $4,000 at 6%. |
| 2016 | 1 | 1 | $139,762 | $815 | $815iApproximate average salary by contribution assumption: employee only about $20,375 at 4% or $13,583 at 6%; with 50% employer match about $13,583 at 4% or $9,056 at 6%; with 100% employer match about $10,188 at 4% or $6,792 at 6%. |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 1 | $139,762 | $815 | $815iApproximate average salary by contribution assumption: employee only about $20,375 at 4% or $13,583 at 6%; with 50% employer match about $13,583 at 4% or $9,056 at 6%; with 100% employer match about $10,188 at 4% or $6,792 at 6%. |
| 2015 | 1 | 2 | $142,032 | $21,625 | $10,813iApproximate average salary by contribution assumption: employee only about $270,313 at 4% or $180,208 at 6%; with 50% employer match about $180,208 at 4% or $120,139 at 6%; with 100% employer match about $135,156 at 4% or $90,104 at 6%. |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 2 | $142,032 | $21,625 | $10,813iApproximate average salary by contribution assumption: employee only about $270,313 at 4% or $180,208 at 6%; with 50% employer match about $180,208 at 4% or $120,139 at 6%; with 100% employer match about $135,156 at 4% or $90,104 at 6%. |
| 2014 | 1 | 3 | $122,951 | $563 | $188iApproximate average salary by contribution assumption: employee only about $4,692 at 4% or $3,128 at 6%; with 50% employer match about $3,128 at 4% or $2,085 at 6%; with 100% employer match about $2,346 at 4% or $1,564 at 6%. |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 3 | $122,951 | $563 | $188iApproximate average salary by contribution assumption: employee only about $4,692 at 4% or $3,128 at 6%; with 50% employer match about $3,128 at 4% or $2,085 at 6%; with 100% employer match about $2,346 at 4% or $1,564 at 6%. |
| 2013 | 1 | 3 | $114,223 | $26,894 | $8,965iApproximate average salary by contribution assumption: employee only about $224,117 at 4% or $149,411 at 6%; with 50% employer match about $149,411 at 4% or $99,607 at 6%; with 100% employer match about $112,058 at 4% or $74,706 at 6%. |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 3 | $114,223 | $26,894 | $8,965iApproximate average salary by contribution assumption: employee only about $224,117 at 4% or $149,411 at 6%; with 50% employer match about $149,411 at 4% or $99,607 at 6%; with 100% employer match about $112,058 at 4% or $74,706 at 6%. |
| 2012 | 1 | 4 | $80,046 | $2,000 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 4 | $80,046 | $2,000 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| 2011 | 1 | 4 | $71,537 | $0 | - |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 4 | $71,537 | $0 | - |
| 2010 | 1 | 4 | $77,468 | $0 | - |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 4 | $77,468 | $0 | - |
| 2009 | 1 | 5 | $69,424 | $982 | $196iApproximate average salary by contribution assumption: employee only about $4,910 at 4% or $3,273 at 6%; with 50% employer match about $3,273 at 4% or $2,182 at 6%; with 100% employer match about $2,455 at 4% or $1,637 at 6%. |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 5 | $69,424 | $982 | $196iApproximate average salary by contribution assumption: employee only about $4,910 at 4% or $3,273 at 6%; with 50% employer match about $3,273 at 4% or $2,182 at 6%; with 100% employer match about $2,455 at 4% or $1,637 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2006 | 1 | 3 | $70,850 | $0 | - |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 3 | $70,850 | - | - |
| 2005 | 1 | 3 | $66,525 | $0 | - |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 3 | $66,525 | - | - |
| 2004 | 1 | 3 | $69,439 | $18,728 | $6,243iApproximate average salary by contribution assumption: employee only about $156,067 at 4% or $104,044 at 6%; with 50% employer match about $104,044 at 4% or $69,363 at 6%; with 100% employer match about $78,033 at 4% or $52,022 at 6%. |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 3 | $69,439 | $18,728 | $6,243iApproximate average salary by contribution assumption: employee only about $156,067 at 4% or $104,044 at 6%; with 50% employer match about $104,044 at 4% or $69,363 at 6%; with 100% employer match about $78,033 at 4% or $52,022 at 6%. |
| 2003 | 1 | 3 | $56,178 | $18,568 | $6,189iApproximate average salary by contribution assumption: employee only about $154,733 at 4% or $103,156 at 6%; with 50% employer match about $103,156 at 4% or $68,770 at 6%; with 100% employer match about $77,367 at 4% or $51,578 at 6%. |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 3 | $56,178 | $18,568 | $6,189iApproximate average salary by contribution assumption: employee only about $154,733 at 4% or $103,156 at 6%; with 50% employer match about $103,156 at 4% or $68,770 at 6%; with 100% employer match about $77,367 at 4% or $51,578 at 6%. |
| 2002 | 1 | 4 | $0 | $0 | - |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Donna Ambler Davis PC. Employees 401K Profit Sharing Plan and Trust | - | 0 | - | - | - |