Civic Intelligence

James a. Davis, Jr., D.D.S., P.A.

Plan context: James a. Davis, Jr., D.D.S., P.A., Profit Sharing Plan

EIN 59-2101062 • 15 filings • 3 plans

Current Snapshot

Latest Year

2013

2013 Participants

6

2013 Assets

$2,948,083

2013 Contributions

$55,000

Historical Graphs

Total Assets Over Time

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

$3,773,976$1,886,988$0199920062013YearValue
$2,948,083Latest year 2013

Participants Over Time

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

630199920062012YearValue
6Latest year 2012

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
201310$2,948,083$55,000-
James a. Davis, Jr., D.D.S., P.A., Profit Sharing Plan-0$2,948,083$55,000-
201216$3,139,491$0-
James a. Davis, Jr., D.D.S., P.A., Profit Sharing Plan-6$3,139,491--
201116$3,090,661$0-
James a. Davis, Jr., D.D.S., P.A., Profit Sharing Plan-6$3,090,661--
201014$3,190,655$4,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
James a. Davis, Jr., D.D.S., P.A., Profit Sharing Plan-4$3,190,655$4,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
200915$3,019,811$5,838$1,168iApproximate average salary by contribution assumption: employee only about $29,190 at 4% or $19,460 at 6%; with 50% employer match about $19,460 at 4% or $12,973 at 6%; with 100% employer match about $14,595 at 4% or $9,730 at 6%.
James a. Davis, Jr., D.D.S., P.A., Profit Sharing Plan-5$3,019,811$5,838$1,168iApproximate average salary by contribution assumption: employee only about $29,190 at 4% or $19,460 at 6%; with 50% employer match about $19,460 at 4% or $12,973 at 6%; with 100% employer match about $14,595 at 4% or $9,730 at 6%.
200815$2,881,473$10,500$2,100iApproximate average salary by contribution assumption: employee only about $52,500 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%.
James a. Davis, Jr., D.D.S., P.A., Profit Sharing Plan-5$2,881,473$10,500$2,100iApproximate average salary by contribution assumption: employee only about $52,500 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%.
200715$3,773,976$54,342$10,868iApproximate average salary by contribution assumption: employee only about $271,710 at 4% or $181,140 at 6%; with 50% employer match about $181,140 at 4% or $120,760 at 6%; with 100% employer match about $135,855 at 4% or $90,570 at 6%.
James a. Davis, Jr., D.D.S., P.A., Profit Sharing Plan-5$3,773,976$54,342$10,868iApproximate average salary by contribution assumption: employee only about $271,710 at 4% or $181,140 at 6%; with 50% employer match about $181,140 at 4% or $120,760 at 6%; with 100% employer match about $135,855 at 4% or $90,570 at 6%.
200615$3,673,017$50,287$10,057iApproximate average salary by contribution assumption: employee only about $251,435 at 4% or $167,623 at 6%; with 50% employer match about $167,623 at 4% or $111,749 at 6%; with 100% employer match about $125,718 at 4% or $83,812 at 6%.
James a. Davis, Jr., D.D.S., P.A., Profit Sharing Plan-5$3,673,017$50,287$10,057iApproximate average salary by contribution assumption: employee only about $251,435 at 4% or $167,623 at 6%; with 50% employer match about $167,623 at 4% or $111,749 at 6%; with 100% employer match about $125,718 at 4% or $83,812 at 6%.
200516$3,262,978$48,366$8,061iApproximate average salary by contribution assumption: employee only about $201,525 at 4% or $134,350 at 6%; with 50% employer match about $134,350 at 4% or $89,567 at 6%; with 100% employer match about $100,763 at 4% or $67,175 at 6%.
James a. Davis, Jr., D.D.S., P.A., Profit Sharing Plan-6$3,262,978$48,366$8,061iApproximate average salary by contribution assumption: employee only about $201,525 at 4% or $134,350 at 6%; with 50% employer match about $134,350 at 4% or $89,567 at 6%; with 100% employer match about $100,763 at 4% or $67,175 at 6%.
200415$3,004,096$46,646$9,329iApproximate average salary by contribution assumption: employee only about $233,230 at 4% or $155,487 at 6%; with 50% employer match about $155,487 at 4% or $103,658 at 6%; with 100% employer match about $116,615 at 4% or $77,743 at 6%.
James a. Davis, Jr., D.D.S., P.A., Profit Sharing Plan-5$3,004,096$46,646$9,329iApproximate average salary by contribution assumption: employee only about $233,230 at 4% or $155,487 at 6%; with 50% employer match about $155,487 at 4% or $103,658 at 6%; with 100% employer match about $116,615 at 4% or $77,743 at 6%.
200316$2,780,888$47,013$7,836iApproximate average salary by contribution assumption: employee only about $195,888 at 4% or $130,592 at 6%; with 50% employer match about $130,592 at 4% or $87,061 at 6%; with 100% employer match about $97,944 at 4% or $65,296 at 6%.
James a. Davis, Jr., D.D.S., P.A., Profit Sharing Plan-6$2,780,888$47,013$7,836iApproximate average salary by contribution assumption: employee only about $195,888 at 4% or $130,592 at 6%; with 50% employer match about $130,592 at 4% or $87,061 at 6%; with 100% employer match about $97,944 at 4% or $65,296 at 6%.
200215$2,661,158$43,969$8,794iApproximate average salary by contribution assumption: employee only about $219,845 at 4% or $146,563 at 6%; with 50% employer match about $146,563 at 4% or $97,709 at 6%; with 100% employer match about $109,922 at 4% or $73,282 at 6%.
James a. Davis, Jr., D.D.S., P.A., Profit Sharing Plan-5$2,661,158$43,969$8,794iApproximate average salary by contribution assumption: employee only about $219,845 at 4% or $146,563 at 6%; with 50% employer match about $146,563 at 4% or $97,709 at 6%; with 100% employer match about $109,922 at 4% or $73,282 at 6%.
200115$1,329,442$36,123$7,225iApproximate average salary by contribution assumption: employee only about $180,615 at 4% or $120,410 at 6%; with 50% employer match about $120,410 at 4% or $80,273 at 6%; with 100% employer match about $90,308 at 4% or $60,205 at 6%.
James a. Davis, Jr., D.D.S., P.A., Profit Sharing Plan-5$1,329,442$36,123$7,225iApproximate average salary by contribution assumption: employee only about $180,615 at 4% or $120,410 at 6%; with 50% employer match about $120,410 at 4% or $80,273 at 6%; with 100% employer match about $90,308 at 4% or $60,205 at 6%.
200016$1,166,000$31,386$5,231iApproximate average salary by contribution assumption: employee only about $130,775 at 4% or $87,183 at 6%; with 50% employer match about $87,183 at 4% or $58,122 at 6%; with 100% employer match about $65,388 at 4% or $43,592 at 6%.
James a. Davis, Jr., D.D.S., P.A., Profit Sharing Plan-6$1,166,000$31,386$5,231iApproximate average salary by contribution assumption: employee only about $130,775 at 4% or $87,183 at 6%; with 50% employer match about $87,183 at 4% or $58,122 at 6%; with 100% employer match about $65,388 at 4% or $43,592 at 6%.
199915$1,067,557$26,724$5,345iApproximate average salary by contribution assumption: employee only about $133,620 at 4% or $89,080 at 6%; with 50% employer match about $89,080 at 4% or $59,387 at 6%; with 100% employer match about $66,810 at 4% or $44,540 at 6%.
James a. Davis, Jr., D.D.S., P.A., Profit Sharing Plan-5$1,067,557$26,724$5,345iApproximate average salary by contribution assumption: employee only about $133,620 at 4% or $89,080 at 6%; with 50% employer match about $89,080 at 4% or $59,387 at 6%; with 100% employer match about $66,810 at 4% or $44,540 at 6%.