J. Perry Davis, DMD
Plan context: J. Perry Davis, DMD 401(K) Profit Sharing Plan
EIN 58-1851552 • Martinez, GA • 38 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$2,720,524
2024 Contributions
$149,405
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 | 10 | $2,720,524 | $149,405 | $14,941iApproximate average salary by contribution assumption: employee only about $373,513 at 4% or $249,008 at 6%; with 50% employer match about $249,008 at 4% or $166,006 at 6%; with 100% employer match about $186,756 at 4% or $124,504 at 6%. |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 10 | $2,720,524 | $149,405 | $14,941iApproximate average salary by contribution assumption: employee only about $373,513 at 4% or $249,008 at 6%; with 50% employer match about $249,008 at 4% or $166,006 at 6%; with 100% employer match about $186,756 at 4% or $124,504 at 6%. |
| 2023 | 2 | 12 | $5,581,631 | $259,784 | $21,649iApproximate average salary by contribution assumption: employee only about $541,217 at 4% or $360,811 at 6%; with 50% employer match about $360,811 at 4% or $240,541 at 6%; with 100% employer match about $270,608 at 4% or $180,406 at 6%. |
| J. PERRY DAVIS, D.M.D. CASH BALANCE PLAN | - | 12 | $3,288,805 | $150,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 11 | $2,292,826 | $109,784 | $9,980iApproximate average salary by contribution assumption: employee only about $249,509 at 4% or $166,339 at 6%; with 50% employer match about $166,339 at 4% or $110,893 at 6%; with 100% employer match about $124,755 at 4% or $83,170 at 6%. |
| 2022 | 2 | 11 | $4,912,927 | $364,776 | $33,161iApproximate average salary by contribution assumption: employee only about $829,036 at 4% or $552,691 at 6%; with 50% employer match about $552,691 at 4% or $368,461 at 6%; with 100% employer match about $414,518 at 4% or $276,345 at 6%. |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 10 | $2,462,442 | $164,776 | $16,478iApproximate average salary by contribution assumption: employee only about $411,940 at 4% or $274,627 at 6%; with 50% employer match about $274,627 at 4% or $183,084 at 6%; with 100% employer match about $205,970 at 4% or $137,313 at 6%. |
| J. PERRY DAVIS, DMD CASH BALANCE PLAN | - | 11 | $2,450,485 | $200,000 | $18,182iApproximate average salary by contribution assumption: employee only about $454,545 at 4% or $303,030 at 6%; with 50% employer match about $303,030 at 4% or $202,020 at 6%; with 100% employer match about $227,273 at 4% or $151,515 at 6%. |
| 2021 | 1 | 11 | $2,945,529 | $247,895 | $22,536iApproximate average salary by contribution assumption: employee only about $563,398 at 4% or $375,598 at 6%; with 50% employer match about $375,598 at 4% or $250,399 at 6%; with 100% employer match about $281,699 at 4% or $187,799 at 6%. |
| J. PERRY DAVIS, DMD CASH BALANCE PLAN | - | 11 | $2,945,529 | $247,895 | $22,536iApproximate average salary by contribution assumption: employee only about $563,398 at 4% or $375,598 at 6%; with 50% employer match about $375,598 at 4% or $250,399 at 6%; with 100% employer match about $281,699 at 4% or $187,799 at 6%. |
| 2020 | 2 | 10 | $4,574,625 | $174,715 | $17,472iApproximate average salary by contribution assumption: employee only about $436,788 at 4% or $291,192 at 6%; with 50% employer match about $291,192 at 4% or $194,128 at 6%; with 100% employer match about $218,394 at 4% or $145,596 at 6%. |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 9 | $2,291,245 | $141,715 | $15,746iApproximate average salary by contribution assumption: employee only about $393,653 at 4% or $262,435 at 6%; with 50% employer match about $262,435 at 4% or $174,957 at 6%; with 100% employer match about $196,826 at 4% or $131,218 at 6%. |
| J. PERRY DAVIS, DMD CASH BALANCE PLAN | - | 10 | $2,283,380 | $33,000 | $3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%. |
| 2019 | 2 | 10 | $3,842,171 | $351,806 | $35,181iApproximate average salary by contribution assumption: employee only about $879,515 at 4% or $586,343 at 6%; with 50% employer match about $586,343 at 4% or $390,896 at 6%; with 100% employer match about $439,758 at 4% or $293,172 at 6%. |
| J. PERRY DAVIS, DMD CASH BALANCE PLAN | - | 10 | $1,969,844 | $220,000 | $22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%. |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 10 | $1,872,327 | $131,806 | $13,181iApproximate average salary by contribution assumption: employee only about $329,515 at 4% or $219,677 at 6%; with 50% employer match about $219,677 at 4% or $146,451 at 6%; with 100% employer match about $164,758 at 4% or $109,838 at 6%. |
| 2018 | 2 | 7 | $2,958,027 | $250,928 | $35,847iApproximate average salary by contribution assumption: employee only about $896,171 at 4% or $597,448 at 6%; with 50% employer match about $597,448 at 4% or $398,298 at 6%; with 100% employer match about $448,086 at 4% or $298,724 at 6%. |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 5 | $1,500,009 | $110,928 | $22,186iApproximate average salary by contribution assumption: employee only about $554,640 at 4% or $369,760 at 6%; with 50% employer match about $369,760 at 4% or $246,507 at 6%; with 100% employer match about $277,320 at 4% or $184,880 at 6%. |
| J. PERRY DAVIS, DMD CASH BALANCE PLAN | - | 7 | $1,458,018 | $140,000 | $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%. |
| 2017 | 2 | 10 | $2,965,133 | $257,744 | $25,774iApproximate average salary by contribution assumption: employee only about $644,360 at 4% or $429,573 at 6%; with 50% employer match about $429,573 at 4% or $286,382 at 6%; with 100% employer match about $322,180 at 4% or $214,787 at 6%. |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 10 | $1,531,193 | $97,744 | $9,774iApproximate average salary by contribution assumption: employee only about $244,360 at 4% or $162,907 at 6%; with 50% employer match about $162,907 at 4% or $108,604 at 6%; with 100% employer match about $122,180 at 4% or $81,453 at 6%. |
| J. PERRY DAVIS, DMD CASH BALANCE PLAN | - | 10 | $1,433,940 | $160,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| 2016 | 2 | 11 | $2,607,218 | $250,785 | $22,799iApproximate average salary by contribution assumption: employee only about $569,966 at 4% or $379,977 at 6%; with 50% employer match about $379,977 at 4% or $253,318 at 6%; with 100% employer match about $284,983 at 4% or $189,989 at 6%. |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 8 | $1,398,352 | $76,785 | $9,598iApproximate average salary by contribution assumption: employee only about $239,953 at 4% or $159,969 at 6%; with 50% employer match about $159,969 at 4% or $106,646 at 6%; with 100% employer match about $119,977 at 4% or $79,984 at 6%. |
| J. PERRY DAVIS, DMD CASH BALANCE PLAN | - | 11 | $1,208,866 | $174,000 | $15,818iApproximate average salary by contribution assumption: employee only about $395,455 at 4% or $263,636 at 6%; with 50% employer match about $263,636 at 4% or $175,758 at 6%; with 100% employer match about $197,727 at 4% or $131,818 at 6%. |
| 2015 | 2 | 11 | $2,276,074 | $223,119 | $20,284iApproximate average salary by contribution assumption: employee only about $507,089 at 4% or $338,059 at 6%; with 50% employer match about $338,059 at 4% or $225,373 at 6%; with 100% employer match about $253,544 at 4% or $169,030 at 6%. |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 6 | $1,282,213 | $73,119 | $12,187iApproximate average salary by contribution assumption: employee only about $304,663 at 4% or $203,108 at 6%; with 50% employer match about $203,108 at 4% or $135,406 at 6%; with 100% employer match about $152,331 at 4% or $101,554 at 6%. |
| J. PERRY DAVIS, DMD CASH BALANCE PLAN | - | 11 | $993,861 | $150,000 | $13,636iApproximate average salary by contribution assumption: employee only about $340,909 at 4% or $227,273 at 6%; with 50% employer match about $227,273 at 4% or $151,515 at 6%; with 100% employer match about $170,455 at 4% or $113,636 at 6%. |
| 2014 | 2 | 10 | $2,117,182 | $213,986 | $21,399iApproximate average salary by contribution assumption: employee only about $534,965 at 4% or $356,643 at 6%; with 50% employer match about $356,643 at 4% or $237,762 at 6%; with 100% employer match about $267,483 at 4% or $178,322 at 6%. |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 7 | $1,251,126 | $83,986 | $11,998iApproximate average salary by contribution assumption: employee only about $299,950 at 4% or $199,967 at 6%; with 50% employer match about $199,967 at 4% or $133,311 at 6%; with 100% employer match about $149,975 at 4% or $99,983 at 6%. |
| J. PERRY DAVIS, DMD CASH BALANCE PLAN | - | 10 | $866,056 | $130,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| 2013 | 2 | 6 | $1,890,309 | $202,488 | $33,748iApproximate average salary by contribution assumption: employee only about $843,700 at 4% or $562,467 at 6%; with 50% employer match about $562,467 at 4% or $374,978 at 6%; with 100% employer match about $421,850 at 4% or $281,233 at 6%. |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 6 | $1,167,326 | $72,125 | $12,021iApproximate average salary by contribution assumption: employee only about $300,521 at 4% or $200,347 at 6%; with 50% employer match about $200,347 at 4% or $133,565 at 6%; with 100% employer match about $150,260 at 4% or $100,174 at 6%. |
| J. PERRY DAVIS, DMD CASH BALANCE PLAN | - | 6 | $722,983 | $130,363 | $21,727iApproximate average salary by contribution assumption: employee only about $543,179 at 4% or $362,119 at 6%; with 50% employer match about $362,119 at 4% or $241,413 at 6%; with 100% employer match about $271,590 at 4% or $181,060 at 6%. |
| 2012 | 2 | 8 | $1,756,130 | $245,895 | $30,737iApproximate average salary by contribution assumption: employee only about $768,422 at 4% or $512,281 at 6%; with 50% employer match about $512,281 at 4% or $341,521 at 6%; with 100% employer match about $384,211 at 4% or $256,141 at 6%. |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 6 | $1,180,389 | $115,895 | $19,316iApproximate average salary by contribution assumption: employee only about $482,896 at 4% or $321,931 at 6%; with 50% employer match about $321,931 at 4% or $214,620 at 6%; with 100% employer match about $241,448 at 4% or $160,965 at 6%. |
| J. PERRY DAVIS, DMD CASH BALANCE PLAN | - | 8 | $575,741 | $130,000 | $16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%. |
| 2011 | 2 | 8 | $1,389,092 | $198,780 | $24,848iApproximate average salary by contribution assumption: employee only about $621,188 at 4% or $414,125 at 6%; with 50% employer match about $414,125 at 4% or $276,083 at 6%; with 100% employer match about $310,594 at 4% or $207,063 at 6%. |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 7 | $983,946 | $68,780 | $9,826iApproximate average salary by contribution assumption: employee only about $245,643 at 4% or $163,762 at 6%; with 50% employer match about $163,762 at 4% or $109,175 at 6%; with 100% employer match about $122,821 at 4% or $81,881 at 6%. |
| J. PERRY DAVIS, DMD CASH BALANCE PLAN | - | 8 | $405,146 | $130,000 | $16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%. |
| 2010 | 2 | 9 | $1,211,876 | $192,479 | $21,387iApproximate average salary by contribution assumption: employee only about $534,664 at 4% or $356,443 at 6%; with 50% employer match about $356,443 at 4% or $237,628 at 6%; with 100% employer match about $267,332 at 4% or $178,221 at 6%. |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 7 | $947,531 | $62,479 | $8,926iApproximate average salary by contribution assumption: employee only about $223,139 at 4% or $148,760 at 6%; with 50% employer match about $148,760 at 4% or $99,173 at 6%; with 100% employer match about $111,570 at 4% or $74,380 at 6%. |
| J. PERRY DAVIS, DMD CASH BALANCE PLAN | - | 9 | $264,345 | $130,000 | $14,444iApproximate average salary by contribution assumption: employee only about $361,111 at 4% or $240,741 at 6%; with 50% employer match about $240,741 at 4% or $160,494 at 6%; with 100% employer match about $180,556 at 4% or $120,370 at 6%. |
| 2009 | 2 | 9 | $933,166 | $182,046 | $20,227iApproximate average salary by contribution assumption: employee only about $505,683 at 4% or $337,122 at 6%; with 50% employer match about $337,122 at 4% or $224,748 at 6%; with 100% employer match about $252,842 at 4% or $168,561 at 6%. |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 9 | $809,495 | $58,521 | $6,502iApproximate average salary by contribution assumption: employee only about $162,558 at 4% or $108,372 at 6%; with 50% employer match about $108,372 at 4% or $72,248 at 6%; with 100% employer match about $81,279 at 4% or $54,186 at 6%. |
| J. PERRY DAVIS, DMD CASH BALANCE PLAN | - | 8 | $123,671 | $123,525 | $15,441iApproximate average salary by contribution assumption: employee only about $386,016 at 4% or $257,344 at 6%; with 50% employer match about $257,344 at 4% or $171,563 at 6%; with 100% employer match about $193,008 at 4% or $128,672 at 6%. |
| 2008 | 1 | 4 | $787,760 | $71,459 | $17,865iApproximate average salary by contribution assumption: employee only about $446,619 at 4% or $297,746 at 6%; with 50% employer match about $297,746 at 4% or $198,497 at 6%; with 100% employer match about $223,309 at 4% or $148,873 at 6%. |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 4 | $787,760 | $71,459 | $17,865iApproximate average salary by contribution assumption: employee only about $446,619 at 4% or $297,746 at 6%; with 50% employer match about $297,746 at 4% or $198,497 at 6%; with 100% employer match about $223,309 at 4% or $148,873 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 8 | $998,464 | $49,330 | $6,166iApproximate average salary by contribution assumption: employee only about $154,156 at 4% or $102,771 at 6%; with 50% employer match about $102,771 at 4% or $68,514 at 6%; with 100% employer match about $77,078 at 4% or $51,385 at 6%. |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 8 | $998,464 | $49,330 | $6,166iApproximate average salary by contribution assumption: employee only about $154,156 at 4% or $102,771 at 6%; with 50% employer match about $102,771 at 4% or $68,514 at 6%; with 100% employer match about $77,078 at 4% or $51,385 at 6%. |
| 2005 | 1 | 5 | $897,605 | $66,959 | $13,392iApproximate average salary by contribution assumption: employee only about $334,795 at 4% or $223,197 at 6%; with 50% employer match about $223,197 at 4% or $148,798 at 6%; with 100% employer match about $167,398 at 4% or $111,598 at 6%. |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 5 | $897,605 | $66,959 | $13,392iApproximate average salary by contribution assumption: employee only about $334,795 at 4% or $223,197 at 6%; with 50% employer match about $223,197 at 4% or $148,798 at 6%; with 100% employer match about $167,398 at 4% or $111,598 at 6%. |
| 2004 | 1 | 4 | $811,973 | $64,569 | $16,142iApproximate average salary by contribution assumption: employee only about $403,556 at 4% or $269,038 at 6%; with 50% employer match about $269,038 at 4% or $179,358 at 6%; with 100% employer match about $201,778 at 4% or $134,519 at 6%. |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 4 | $811,973 | $64,569 | $16,142iApproximate average salary by contribution assumption: employee only about $403,556 at 4% or $269,038 at 6%; with 50% employer match about $269,038 at 4% or $179,358 at 6%; with 100% employer match about $201,778 at 4% or $134,519 at 6%. |
| 2003 | 1 | 6 | $739,841 | $64,707 | $10,785iApproximate average salary by contribution assumption: employee only about $269,613 at 4% or $179,742 at 6%; with 50% employer match about $179,742 at 4% or $119,828 at 6%; with 100% employer match about $134,806 at 4% or $89,871 at 6%. |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 6 | $739,841 | $64,707 | $10,785iApproximate average salary by contribution assumption: employee only about $269,613 at 4% or $179,742 at 6%; with 50% employer match about $179,742 at 4% or $119,828 at 6%; with 100% employer match about $134,806 at 4% or $89,871 at 6%. |
| 2002 | 1 | 4 | $586,971 | $62,637 | $15,659iApproximate average salary by contribution assumption: employee only about $391,481 at 4% or $260,988 at 6%; with 50% employer match about $260,988 at 4% or $173,992 at 6%; with 100% employer match about $195,741 at 4% or $130,494 at 6%. |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 4 | $586,971 | $62,637 | $15,659iApproximate average salary by contribution assumption: employee only about $391,481 at 4% or $260,988 at 6%; with 50% employer match about $260,988 at 4% or $173,992 at 6%; with 100% employer match about $195,741 at 4% or $130,494 at 6%. |
| 2001 | 1 | 4 | $643,438 | $45,687 | $11,422iApproximate average salary by contribution assumption: employee only about $285,544 at 4% or $190,363 at 6%; with 50% employer match about $190,363 at 4% or $126,908 at 6%; with 100% employer match about $142,772 at 4% or $95,181 at 6%. |
| J. Perry Davis, DMD 401(K) Profit Sharing Plan | - | 4 | $643,438 | $45,687 | $11,422iApproximate average salary by contribution assumption: employee only about $285,544 at 4% or $190,363 at 6%; with 50% employer match about $190,363 at 4% or $126,908 at 6%; with 100% employer match about $142,772 at 4% or $95,181 at 6%. |