Civic Intelligence

David & Associates

Plan context: David & Associates Profit Sharing Plan

EIN 59-2560185 • Jacksonville, FL • 30 filings • 2 plans

10991-54 San Jose Blvd.Jacksonville, FL 32223
Current Snapshot

Latest Year

2023

2023 Participants

84

2023 Assets

$2,256,306

2023 Contributions

$396,396

Historical Graphs

Total Assets Over Time

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

$3,855,862$1,927,931$0200920162023YearValue
$2,256,306Latest year 2023

Participants Over Time

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

84420200920162023YearValue
84Latest year 2023

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
2023284$2,256,306$396,396$4,719iApproximate average salary by contribution assumption: employee only about $117,975 at 4% or $78,650 at 6%; with 50% employer match about $78,650 at 4% or $52,433 at 6%; with 100% employer match about $58,988 at 4% or $39,325 at 6%.
David & Associates Profit Sharing Plan-84$2,142,153$396,396$4,719iApproximate average salary by contribution assumption: employee only about $117,975 at 4% or $78,650 at 6%; with 50% employer match about $78,650 at 4% or $52,433 at 6%; with 100% employer match about $58,988 at 4% or $39,325 at 6%.
David & Associates Defined Benefit Pension Plan-0$114,153--
2022247$3,821,469$492,372$10,476iApproximate average salary by contribution assumption: employee only about $261,900 at 4% or $174,600 at 6%; with 50% employer match about $174,600 at 4% or $116,400 at 6%; with 100% employer match about $130,950 at 4% or $87,300 at 6%.
David & Associates Defined Benefit Pension Plan-47$2,148,192$272,000$5,787iApproximate average salary by contribution assumption: employee only about $144,681 at 4% or $96,454 at 6%; with 50% employer match about $96,454 at 4% or $64,303 at 6%; with 100% employer match about $72,340 at 4% or $48,227 at 6%.
David & Associates Profit Sharing Plan-47$1,673,277$220,372$4,689iApproximate average salary by contribution assumption: employee only about $117,219 at 4% or $78,146 at 6%; with 50% employer match about $78,146 at 4% or $52,097 at 6%; with 100% employer match about $58,610 at 4% or $39,073 at 6%.
2021246$3,855,862$534,551$11,621iApproximate average salary by contribution assumption: employee only about $290,517 at 4% or $193,678 at 6%; with 50% employer match about $193,678 at 4% or $129,119 at 6%; with 100% employer match about $145,258 at 4% or $96,839 at 6%.
David & Associates Defined Benefit Pension Plan-46$2,166,785$275,449$5,988iApproximate average salary by contribution assumption: employee only about $149,701 at 4% or $99,800 at 6%; with 50% employer match about $99,800 at 4% or $66,534 at 6%; with 100% employer match about $74,850 at 4% or $49,900 at 6%.
David & Associates Profit Sharing Plan-46$1,689,077$259,102$5,633iApproximate average salary by contribution assumption: employee only about $140,816 at 4% or $93,878 at 6%; with 50% employer match about $93,878 at 4% or $62,585 at 6%; with 100% employer match about $70,408 at 4% or $46,939 at 6%.
2020244$3,203,888$389,055$8,842iApproximate average salary by contribution assumption: employee only about $221,054 at 4% or $147,369 at 6%; with 50% employer match about $147,369 at 4% or $98,246 at 6%; with 100% employer match about $110,527 at 4% or $73,685 at 6%.
David & Associates Defined Benefit Pension Plan-44$1,807,445$201,430$4,578iApproximate average salary by contribution assumption: employee only about $114,449 at 4% or $76,299 at 6%; with 50% employer match about $76,299 at 4% or $50,866 at 6%; with 100% employer match about $57,224 at 4% or $38,150 at 6%.
David & Associates Profit Sharing Plan-44$1,396,443$187,625$4,264iApproximate average salary by contribution assumption: employee only about $106,605 at 4% or $71,070 at 6%; with 50% employer match about $71,070 at 4% or $47,380 at 6%; with 100% employer match about $53,303 at 4% or $35,535 at 6%.
2019233$2,721,068$394,600$11,958iApproximate average salary by contribution assumption: employee only about $298,939 at 4% or $199,293 at 6%; with 50% employer match about $199,293 at 4% or $132,862 at 6%; with 100% employer match about $149,470 at 4% or $99,646 at 6%.
David & Associates Defined Benefit Pension Plan-33$1,562,260$205,349$6,223iApproximate average salary by contribution assumption: employee only about $155,567 at 4% or $103,712 at 6%; with 50% employer match about $103,712 at 4% or $69,141 at 6%; with 100% employer match about $77,784 at 4% or $51,856 at 6%.
David & Associates Profit Sharing Plan-33$1,158,808$189,251$5,735iApproximate average salary by contribution assumption: employee only about $143,372 at 4% or $95,581 at 6%; with 50% employer match about $95,581 at 4% or $63,721 at 6%; with 100% employer match about $71,686 at 4% or $47,791 at 6%.
2018232$2,067,681$384,043$12,001iApproximate average salary by contribution assumption: employee only about $300,034 at 4% or $200,022 at 6%; with 50% employer match about $200,022 at 4% or $133,348 at 6%; with 100% employer match about $150,017 at 4% or $100,011 at 6%.
David & Associates Defined Benefit Pension Plan-32$1,215,845$190,979$5,968iApproximate average salary by contribution assumption: employee only about $149,202 at 4% or $99,468 at 6%; with 50% employer match about $99,468 at 4% or $66,312 at 6%; with 100% employer match about $74,601 at 4% or $49,734 at 6%.
David & Associates Profit Sharing Plan-32$851,836$193,064$6,033iApproximate average salary by contribution assumption: employee only about $150,831 at 4% or $100,554 at 6%; with 50% employer match about $100,554 at 4% or $67,036 at 6%; with 100% employer match about $75,416 at 4% or $50,277 at 6%.
2017234$1,808,824$311,023$9,148iApproximate average salary by contribution assumption: employee only about $228,693 at 4% or $152,462 at 6%; with 50% employer match about $152,462 at 4% or $101,642 at 6%; with 100% employer match about $114,347 at 4% or $76,231 at 6%.
David & Associates Defined Benefit Pension Plan-34$1,081,976$166,933$4,910iApproximate average salary by contribution assumption: employee only about $122,745 at 4% or $81,830 at 6%; with 50% employer match about $81,830 at 4% or $54,553 at 6%; with 100% employer match about $61,372 at 4% or $40,915 at 6%.
David & Associates Profit Sharing Plan-34$726,848$144,090$4,238iApproximate average salary by contribution assumption: employee only about $105,949 at 4% or $70,632 at 6%; with 50% employer match about $70,632 at 4% or $47,088 at 6%; with 100% employer match about $52,974 at 4% or $35,316 at 6%.
2016225$1,419,143$258,550$10,342iApproximate average salary by contribution assumption: employee only about $258,550 at 4% or $172,367 at 6%; with 50% employer match about $172,367 at 4% or $114,911 at 6%; with 100% employer match about $129,275 at 4% or $86,183 at 6%.
David & Associates Defined Benefit Pension Plan-25$850,282$149,272$5,971iApproximate average salary by contribution assumption: employee only about $149,272 at 4% or $99,515 at 6%; with 50% employer match about $99,515 at 4% or $66,343 at 6%; with 100% employer match about $74,636 at 4% or $49,757 at 6%.
David & Associates Profit Sharing Plan-25$568,861$109,278$4,371iApproximate average salary by contribution assumption: employee only about $109,278 at 4% or $72,852 at 6%; with 50% employer match about $72,852 at 4% or $48,568 at 6%; with 100% employer match about $54,639 at 4% or $36,426 at 6%.
2015216$1,175,819$200,097$12,506iApproximate average salary by contribution assumption: employee only about $312,652 at 4% or $208,434 at 6%; with 50% employer match about $208,434 at 4% or $138,956 at 6%; with 100% employer match about $156,326 at 4% or $104,217 at 6%.
David & Associates Defined Benefit Pension Plan-16$698,421$118,549$7,409iApproximate average salary by contribution assumption: employee only about $185,233 at 4% or $123,489 at 6%; with 50% employer match about $123,489 at 4% or $82,326 at 6%; with 100% employer match about $92,616 at 4% or $61,744 at 6%.
David & Associates Profit Sharing Plan-16$477,398$81,548$5,097iApproximate average salary by contribution assumption: employee only about $127,419 at 4% or $84,946 at 6%; with 50% employer match about $84,946 at 4% or $56,631 at 6%; with 100% employer match about $63,709 at 4% or $42,473 at 6%.
2014222$1,125,221$190,775$8,672iApproximate average salary by contribution assumption: employee only about $216,790 at 4% or $144,527 at 6%; with 50% employer match about $144,527 at 4% or $96,351 at 6%; with 100% employer match about $108,395 at 4% or $72,263 at 6%.
David & Associates Defined Benefit Pension Plan-22$640,931$125,775$5,717iApproximate average salary by contribution assumption: employee only about $142,926 at 4% or $95,284 at 6%; with 50% employer match about $95,284 at 4% or $63,523 at 6%; with 100% employer match about $71,463 at 4% or $47,642 at 6%.
David & Associates Profit Sharing Plan-22$484,290$65,000$2,955iApproximate average salary by contribution assumption: employee only about $73,864 at 4% or $49,242 at 6%; with 50% employer match about $49,242 at 4% or $32,828 at 6%; with 100% employer match about $36,932 at 4% or $24,621 at 6%.
2013228$965,901$195,647$6,987iApproximate average salary by contribution assumption: employee only about $174,685 at 4% or $116,457 at 6%; with 50% employer match about $116,457 at 4% or $77,638 at 6%; with 100% employer match about $87,342 at 4% or $58,228 at 6%.
David & Associates Defined Benefit Pension Plan-28$538,714$118,109$4,218iApproximate average salary by contribution assumption: employee only about $105,454 at 4% or $70,303 at 6%; with 50% employer match about $70,303 at 4% or $46,869 at 6%; with 100% employer match about $52,727 at 4% or $35,151 at 6%.
David & Associates Profit Sharing Plan-28$427,187$77,538$2,769iApproximate average salary by contribution assumption: employee only about $69,230 at 4% or $46,154 at 6%; with 50% employer match about $46,154 at 4% or $30,769 at 6%; with 100% employer match about $34,615 at 4% or $23,077 at 6%.
2012222$767,859$188,946$8,588iApproximate average salary by contribution assumption: employee only about $214,711 at 4% or $143,141 at 6%; with 50% employer match about $143,141 at 4% or $95,427 at 6%; with 100% employer match about $107,356 at 4% or $71,570 at 6%.
David & Associates Defined Benefit Pension Plan-22$410,465$120,136$5,461iApproximate average salary by contribution assumption: employee only about $136,518 at 4% or $91,012 at 6%; with 50% employer match about $91,012 at 4% or $60,675 at 6%; with 100% employer match about $68,259 at 4% or $45,506 at 6%.
David & Associates Profit Sharing Plan-22$357,394$68,810$3,128iApproximate average salary by contribution assumption: employee only about $78,193 at 4% or $52,129 at 6%; with 50% employer match about $52,129 at 4% or $34,753 at 6%; with 100% employer match about $39,097 at 4% or $26,064 at 6%.
2011229$556,277$200,661$6,919iApproximate average salary by contribution assumption: employee only about $172,984 at 4% or $115,322 at 6%; with 50% employer match about $115,322 at 4% or $76,882 at 6%; with 100% employer match about $86,492 at 4% or $57,661 at 6%.
David & Associates Defined Benefit Pension Plan-29$280,560$125,807$4,338iApproximate average salary by contribution assumption: employee only about $108,454 at 4% or $72,303 at 6%; with 50% employer match about $72,303 at 4% or $48,202 at 6%; with 100% employer match about $54,227 at 4% or $36,151 at 6%.
David & Associates Profit Sharing Plan-29$275,717$74,854$2,581iApproximate average salary by contribution assumption: employee only about $64,529 at 4% or $43,020 at 6%; with 50% employer match about $43,020 at 4% or $28,680 at 6%; with 100% employer match about $32,265 at 4% or $21,510 at 6%.
2010241$386,942$245,636$5,991iApproximate average salary by contribution assumption: employee only about $149,778 at 4% or $99,852 at 6%; with 50% employer match about $99,852 at 4% or $66,568 at 6%; with 100% employer match about $74,889 at 4% or $49,926 at 6%.
David & Associates Profit Sharing Plan-41$218,029$105,791$2,580iApproximate average salary by contribution assumption: employee only about $64,507 at 4% or $43,004 at 6%; with 50% employer match about $43,004 at 4% or $28,670 at 6%; with 100% employer match about $32,253 at 4% or $21,502 at 6%.
David & Associates Defined Benefit Pension Plan-41$168,913$139,845$3,411iApproximate average salary by contribution assumption: employee only about $85,271 at 4% or $56,848 at 6%; with 50% employer match about $56,848 at 4% or $37,898 at 6%; with 100% employer match about $42,636 at 4% or $28,424 at 6%.
2009262$123,148$121,417$1,958iApproximate average salary by contribution assumption: employee only about $48,958 at 4% or $32,639 at 6%; with 50% employer match about $32,639 at 4% or $21,759 at 6%; with 100% employer match about $24,479 at 4% or $16,319 at 6%.
David & Associates Profit Sharing Plan-44$102,012$100,281$2,279iApproximate average salary by contribution assumption: employee only about $56,978 at 4% or $37,985 at 6%; with 50% employer match about $37,985 at 4% or $25,323 at 6%; with 100% employer match about $28,489 at 4% or $18,993 at 6%.
David & Associates Defined Benefit Pension Plan-62$21,136$21,136$341iApproximate average salary by contribution assumption: employee only about $8,523 at 4% or $5,682 at 6%; with 50% employer match about $5,682 at 4% or $3,788 at 6%; with 100% employer match about $4,261 at 4% or $2,841 at 6%.