Civic Intelligence

J. Perry Davis, D.M.D. PC.

Plan context: J. PERRY DAVIS, D.M.D. CASH BALANCE PLAN

EIN 58-2273982 • Martinez, GA • 6 filings • 4 plans

4469 Columbia Road, Suite FMartinez, GA 30907-4571
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$6,844,622

2024 Contributions

$164,776

Historical Graphs

Total Assets Over Time

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

$6,844,622$3,422,311$0199920212024YearValue
$6,844,622Latest year 2024

Participants Over Time

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

1370199920212024YearValue
13Latest 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
2024213$6,844,622$0-
J. PERRY DAVIS, D.M.D. CASH BALANCE PLAN-13$4,341,200$0-
J. Perry Davis, D.M.D. PC. Profit Sharing Plan-2$2,503,422$0-
2022110$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, D.M.D. PC. 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%.
2021110$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, D.M.D. PC. 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%.
200015$679,121$52,428$10,486iApproximate average salary by contribution assumption: employee only about $262,140 at 4% or $174,760 at 6%; with 50% employer match about $174,760 at 4% or $116,507 at 6%; with 100% employer match about $131,070 at 4% or $87,380 at 6%.
J. Perry Davis, D.M.D. PC. Profit Sharing Plan-5$679,121$52,428$10,486iApproximate average salary by contribution assumption: employee only about $262,140 at 4% or $174,760 at 6%; with 50% employer match about $174,760 at 4% or $116,507 at 6%; with 100% employer match about $131,070 at 4% or $87,380 at 6%.
199918$750,145$57,387$7,173iApproximate average salary by contribution assumption: employee only about $179,334 at 4% or $119,556 at 6%; with 50% employer match about $119,556 at 4% or $79,704 at 6%; with 100% employer match about $89,667 at 4% or $59,778 at 6%.
J. Perry Davis, D.M.D. PC. Profit Sharing Plan-8$750,145$57,387$7,173iApproximate average salary by contribution assumption: employee only about $179,334 at 4% or $119,556 at 6%; with 50% employer match about $119,556 at 4% or $79,704 at 6%; with 100% employer match about $89,667 at 4% or $59,778 at 6%.
J. Perry Davis, D.M.D. PC. | EIN 58-2273982 | 2024 Form 5500 Company Profile