Civic Intelligence

Andersen, Davidson and Tate PC.

Plan context: Andersen, Davidson and Tate PC. 401K Profit Sharing Plan

EIN 58-1770713 • Duluth, GA • 26 filings • 10 plans

1960 Satellite Blvd, Suite 4000Duluth, GA 30097
Current Snapshot

Latest Year

2024

2024 Participants

79

2024 Assets

$22,512,853

2024 Contributions

$1,085,185

Historical Graphs

Total Assets Over Time

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

$22,512,853$11,256,427$0199920132024YearValue
$22,512,853Latest year 2024

Participants Over Time

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

83420199920122024YearValue
79Latest year 2024

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
2024179$22,512,853$1,085,185$13,737iApproximate average salary by contribution assumption: employee only about $343,413 at 4% or $228,942 at 6%; with 50% employer match about $228,942 at 4% or $152,628 at 6%; with 100% employer match about $171,706 at 4% or $114,471 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-79$22,512,853$1,085,185$13,737iApproximate average salary by contribution assumption: employee only about $343,413 at 4% or $228,942 at 6%; with 50% employer match about $228,942 at 4% or $152,628 at 6%; with 100% employer match about $171,706 at 4% or $114,471 at 6%.
2023183$19,902,236$1,165,080$14,037iApproximate average salary by contribution assumption: employee only about $350,928 at 4% or $233,952 at 6%; with 50% employer match about $233,952 at 4% or $155,968 at 6%; with 100% employer match about $175,464 at 4% or $116,976 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-83$19,902,236$1,165,080$14,037iApproximate average salary by contribution assumption: employee only about $350,928 at 4% or $233,952 at 6%; with 50% employer match about $233,952 at 4% or $155,968 at 6%; with 100% employer match about $175,464 at 4% or $116,976 at 6%.
2022178$15,885,943$1,017,914$13,050iApproximate average salary by contribution assumption: employee only about $326,254 at 4% or $217,503 at 6%; with 50% employer match about $217,503 at 4% or $145,002 at 6%; with 100% employer match about $163,127 at 4% or $108,751 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-78$15,885,943$1,017,914$13,050iApproximate average salary by contribution assumption: employee only about $326,254 at 4% or $217,503 at 6%; with 50% employer match about $217,503 at 4% or $145,002 at 6%; with 100% employer match about $163,127 at 4% or $108,751 at 6%.
2021169$18,805,832$1,079,887$15,651iApproximate average salary by contribution assumption: employee only about $391,263 at 4% or $260,842 at 6%; with 50% employer match about $260,842 at 4% or $173,895 at 6%; with 100% employer match about $195,632 at 4% or $130,421 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-69$18,805,832$1,079,887$15,651iApproximate average salary by contribution assumption: employee only about $391,263 at 4% or $260,842 at 6%; with 50% employer match about $260,842 at 4% or $173,895 at 6%; with 100% employer match about $195,632 at 4% or $130,421 at 6%.
2020169$15,200,780$833,402$12,078iApproximate average salary by contribution assumption: employee only about $301,957 at 4% or $201,305 at 6%; with 50% employer match about $201,305 at 4% or $134,203 at 6%; with 100% employer match about $150,979 at 4% or $100,652 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-69$15,200,780$833,402$12,078iApproximate average salary by contribution assumption: employee only about $301,957 at 4% or $201,305 at 6%; with 50% employer match about $201,305 at 4% or $134,203 at 6%; with 100% employer match about $150,979 at 4% or $100,652 at 6%.
2019164$13,547,907$1,075,614$16,806iApproximate average salary by contribution assumption: employee only about $420,162 at 4% or $280,108 at 6%; with 50% employer match about $280,108 at 4% or $186,739 at 6%; with 100% employer match about $210,081 at 4% or $140,054 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-64$13,547,907$1,075,614$16,806iApproximate average salary by contribution assumption: employee only about $420,162 at 4% or $280,108 at 6%; with 50% employer match about $280,108 at 4% or $186,739 at 6%; with 100% employer match about $210,081 at 4% or $140,054 at 6%.
2018157$10,335,848$991,483$17,394iApproximate average salary by contribution assumption: employee only about $434,861 at 4% or $289,907 at 6%; with 50% employer match about $289,907 at 4% or $193,272 at 6%; with 100% employer match about $217,430 at 4% or $144,954 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-57$10,335,848$991,483$17,394iApproximate average salary by contribution assumption: employee only about $434,861 at 4% or $289,907 at 6%; with 50% employer match about $289,907 at 4% or $193,272 at 6%; with 100% employer match about $217,430 at 4% or $144,954 at 6%.
2017160$10,578,603$655,502$10,925iApproximate average salary by contribution assumption: employee only about $273,126 at 4% or $182,084 at 6%; with 50% employer match about $182,084 at 4% or $121,389 at 6%; with 100% employer match about $136,563 at 4% or $91,042 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-60$10,578,603$655,502$10,925iApproximate average salary by contribution assumption: employee only about $273,126 at 4% or $182,084 at 6%; with 50% employer match about $182,084 at 4% or $121,389 at 6%; with 100% employer match about $136,563 at 4% or $91,042 at 6%.
2016158$9,402,668$544,484$9,388iApproximate average salary by contribution assumption: employee only about $234,691 at 4% or $156,461 at 6%; with 50% employer match about $156,461 at 4% or $104,307 at 6%; with 100% employer match about $117,346 at 4% or $78,230 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-58$9,402,668$544,484$9,388iApproximate average salary by contribution assumption: employee only about $234,691 at 4% or $156,461 at 6%; with 50% employer match about $156,461 at 4% or $104,307 at 6%; with 100% employer match about $117,346 at 4% or $78,230 at 6%.
2015155$8,183,897$492,120$8,948iApproximate average salary by contribution assumption: employee only about $223,691 at 4% or $149,127 at 6%; with 50% employer match about $149,127 at 4% or $99,418 at 6%; with 100% employer match about $111,845 at 4% or $74,564 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-55$8,183,897$492,120$8,948iApproximate average salary by contribution assumption: employee only about $223,691 at 4% or $149,127 at 6%; with 50% employer match about $149,127 at 4% or $99,418 at 6%; with 100% employer match about $111,845 at 4% or $74,564 at 6%.
2014157$8,331,943$456,513$8,009iApproximate average salary by contribution assumption: employee only about $200,225 at 4% or $133,483 at 6%; with 50% employer match about $133,483 at 4% or $88,989 at 6%; with 100% employer match about $100,113 at 4% or $66,742 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-57$8,331,943$456,513$8,009iApproximate average salary by contribution assumption: employee only about $200,225 at 4% or $133,483 at 6%; with 50% employer match about $133,483 at 4% or $88,989 at 6%; with 100% employer match about $100,113 at 4% or $66,742 at 6%.
2013160$7,650,359$377,872$6,298iApproximate average salary by contribution assumption: employee only about $157,447 at 4% or $104,964 at 6%; with 50% employer match about $104,964 at 4% or $69,976 at 6%; with 100% employer match about $78,723 at 4% or $52,482 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-60$7,650,359$377,872$6,298iApproximate average salary by contribution assumption: employee only about $157,447 at 4% or $104,964 at 6%; with 50% employer match about $104,964 at 4% or $69,976 at 6%; with 100% employer match about $78,723 at 4% or $52,482 at 6%.
2012158$6,179,316$381,234$6,573iApproximate average salary by contribution assumption: employee only about $164,325 at 4% or $109,550 at 6%; with 50% employer match about $109,550 at 4% or $73,033 at 6%; with 100% employer match about $82,163 at 4% or $54,775 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-58$6,179,316$381,234$6,573iApproximate average salary by contribution assumption: employee only about $164,325 at 4% or $109,550 at 6%; with 50% employer match about $109,550 at 4% or $73,033 at 6%; with 100% employer match about $82,163 at 4% or $54,775 at 6%.
2011161$5,490,805$398,845$6,538iApproximate average salary by contribution assumption: employee only about $163,461 at 4% or $108,974 at 6%; with 50% employer match about $108,974 at 4% or $72,649 at 6%; with 100% employer match about $81,731 at 4% or $54,487 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-61$5,490,805$398,845$6,538iApproximate average salary by contribution assumption: employee only about $163,461 at 4% or $108,974 at 6%; with 50% employer match about $108,974 at 4% or $72,649 at 6%; with 100% employer match about $81,731 at 4% or $54,487 at 6%.
2010270$9,638,646$779,931$11,142iApproximate average salary by contribution assumption: employee only about $278,547 at 4% or $185,698 at 6%; with 50% employer match about $185,698 at 4% or $123,799 at 6%; with 100% employer match about $139,273 at 4% or $92,849 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-68$5,424,951$396,364$5,829iApproximate average salary by contribution assumption: employee only about $145,722 at 4% or $97,148 at 6%; with 50% employer match about $97,148 at 4% or $64,765 at 6%; with 100% employer match about $72,861 at 4% or $48,574 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-70$4,213,695$383,567$5,480iApproximate average salary by contribution assumption: employee only about $136,988 at 4% or $91,325 at 6%; with 50% employer match about $91,325 at 4% or $60,884 at 6%; with 100% employer match about $68,494 at 4% or $45,663 at 6%.
2009175$4,447,220$424,061$5,654iApproximate average salary by contribution assumption: employee only about $141,354 at 4% or $94,236 at 6%; with 50% employer match about $94,236 at 4% or $62,824 at 6%; with 100% employer match about $70,677 at 4% or $47,118 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-75$4,447,220$424,061$5,654iApproximate average salary by contribution assumption: employee only about $141,354 at 4% or $94,236 at 6%; with 50% employer match about $94,236 at 4% or $62,824 at 6%; with 100% employer match about $70,677 at 4% or $47,118 at 6%.
2008165$0$0-
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-65---
2006168$3,518,835$426,889$6,278iApproximate average salary by contribution assumption: employee only about $156,944 at 4% or $104,630 at 6%; with 50% employer match about $104,630 at 4% or $69,753 at 6%; with 100% employer match about $78,472 at 4% or $52,315 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-68$3,518,835$426,889$6,278iApproximate average salary by contribution assumption: employee only about $156,944 at 4% or $104,630 at 6%; with 50% employer match about $104,630 at 4% or $69,753 at 6%; with 100% employer match about $78,472 at 4% or $52,315 at 6%.
2005167$3,008,224$403,981$6,030iApproximate average salary by contribution assumption: employee only about $150,739 at 4% or $100,493 at 6%; with 50% employer match about $100,493 at 4% or $66,995 at 6%; with 100% employer match about $75,370 at 4% or $50,246 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-67$3,008,224$403,981$6,030iApproximate average salary by contribution assumption: employee only about $150,739 at 4% or $100,493 at 6%; with 50% employer match about $100,493 at 4% or $66,995 at 6%; with 100% employer match about $75,370 at 4% or $50,246 at 6%.
2004161$2,504,847$355,028$5,820iApproximate average salary by contribution assumption: employee only about $145,503 at 4% or $97,002 at 6%; with 50% employer match about $97,002 at 4% or $64,668 at 6%; with 100% employer match about $72,752 at 4% or $48,501 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-61$2,504,847$355,028$5,820iApproximate average salary by contribution assumption: employee only about $145,503 at 4% or $97,002 at 6%; with 50% employer match about $97,002 at 4% or $64,668 at 6%; with 100% employer match about $72,752 at 4% or $48,501 at 6%.
2003157$1,948,739$321,283$5,637iApproximate average salary by contribution assumption: employee only about $140,914 at 4% or $93,942 at 6%; with 50% employer match about $93,942 at 4% or $62,628 at 6%; with 100% employer match about $70,457 at 4% or $46,971 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-57$1,948,739$321,283$5,637iApproximate average salary by contribution assumption: employee only about $140,914 at 4% or $93,942 at 6%; with 50% employer match about $93,942 at 4% or $62,628 at 6%; with 100% employer match about $70,457 at 4% or $46,971 at 6%.
2002146$1,506,624$146,998$3,196iApproximate average salary by contribution assumption: employee only about $79,890 at 4% or $53,260 at 6%; with 50% employer match about $53,260 at 4% or $35,507 at 6%; with 100% employer match about $39,945 at 4% or $26,630 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-46$1,506,624$146,998$3,196iApproximate average salary by contribution assumption: employee only about $79,890 at 4% or $53,260 at 6%; with 50% employer match about $53,260 at 4% or $35,507 at 6%; with 100% employer match about $39,945 at 4% or $26,630 at 6%.
2001134$0$0-
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-34---
2000133$1,437,054$85,792$2,600iApproximate average salary by contribution assumption: employee only about $64,994 at 4% or $43,329 at 6%; with 50% employer match about $43,329 at 4% or $28,886 at 6%; with 100% employer match about $32,497 at 4% or $21,665 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-33$1,437,054$85,792$2,600iApproximate average salary by contribution assumption: employee only about $64,994 at 4% or $43,329 at 6%; with 50% employer match about $43,329 at 4% or $28,886 at 6%; with 100% employer match about $32,497 at 4% or $21,665 at 6%.
1999129$1,322,567$204,111$7,038iApproximate average salary by contribution assumption: employee only about $175,958 at 4% or $117,305 at 6%; with 50% employer match about $117,305 at 4% or $78,203 at 6%; with 100% employer match about $87,979 at 4% or $58,653 at 6%.
Andersen, Davidson and Tate PC. 401K Profit Sharing Plan-29$1,322,567$204,111$7,038iApproximate average salary by contribution assumption: employee only about $175,958 at 4% or $117,305 at 6%; with 50% employer match about $117,305 at 4% or $78,203 at 6%; with 100% employer match about $87,979 at 4% or $58,653 at 6%.
Andersen, Davidson and Tate PC. | EIN 58-1770713 | 2024 Form 5500 Company Profile