Civic Intelligence

Matthew L. Davis, D.D.S., P.A.

Plan context: Matthew L. Davis, D.D.S., P.A. 401K Profit Sharing Plan & Trust

EIN 59-2864897 • Fort Myers, FL • 17 filings • 3 plans

40-2 Barkley CircleFort Myers, FL 33907
Current Snapshot

Latest Year

2016

2016 Participants

6

2016 Assets

$1,829,314

2016 Contributions

$109,264

Historical Graphs

Total Assets Over Time

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

$2,153,312$1,076,656$0199920092016YearValue
$1,829,314Latest year 2016

Participants Over Time

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

740199920082016YearValue
6Latest year 2016

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
201616$1,829,314$109,264$18,211iApproximate average salary by contribution assumption: employee only about $455,267 at 4% or $303,511 at 6%; with 50% employer match about $303,511 at 4% or $202,341 at 6%; with 100% employer match about $227,633 at 4% or $151,756 at 6%.
Matthew L. Davis, D.D.S., P.A. 401K Profit Sharing Plan & Trust-6$1,829,314$109,264$18,211iApproximate average salary by contribution assumption: employee only about $455,267 at 4% or $303,511 at 6%; with 50% employer match about $303,511 at 4% or $202,341 at 6%; with 100% employer match about $227,633 at 4% or $151,756 at 6%.
201517$1,839,038$108,000$15,429iApproximate average salary by contribution assumption: employee only about $385,714 at 4% or $257,143 at 6%; with 50% employer match about $257,143 at 4% or $171,429 at 6%; with 100% employer match about $192,857 at 4% or $128,571 at 6%.
Matthew L. Davis, D.D.S., P.A. 401K Profit Sharing Plan & Trust-7$1,839,038$108,000$15,429iApproximate average salary by contribution assumption: employee only about $385,714 at 4% or $257,143 at 6%; with 50% employer match about $257,143 at 4% or $171,429 at 6%; with 100% employer match about $192,857 at 4% or $128,571 at 6%.
201414$2,153,312$98,119$24,530iApproximate average salary by contribution assumption: employee only about $613,244 at 4% or $408,829 at 6%; with 50% employer match about $408,829 at 4% or $272,553 at 6%; with 100% employer match about $306,622 at 4% or $204,415 at 6%.
Matthew L. Davis, D.D.S., P.A. 401K Profit Sharing Plan & Trust-4$2,153,312$98,119$24,530iApproximate average salary by contribution assumption: employee only about $613,244 at 4% or $408,829 at 6%; with 50% employer match about $408,829 at 4% or $272,553 at 6%; with 100% employer match about $306,622 at 4% or $204,415 at 6%.
201316$2,005,010$458,443$76,407iApproximate average salary by contribution assumption: employee only about $1,910,179 at 4% or $1,273,453 at 6%; with 50% employer match about $1,273,453 at 4% or $848,969 at 6%; with 100% employer match about $955,090 at 4% or $636,726 at 6%.
Matthew L. Davis, D.D.S., P.A. 401K Profit Sharing Plan & Trust-6$2,005,010$458,443$76,407iApproximate average salary by contribution assumption: employee only about $1,910,179 at 4% or $1,273,453 at 6%; with 50% employer match about $1,273,453 at 4% or $848,969 at 6%; with 100% employer match about $955,090 at 4% or $636,726 at 6%.
201216$1,420,718$0-
Matthew L. Davis, D.D.S., P.A. 401K Profit Sharing Plan & Trust-6$1,420,718--
201116$1,353,065$105,511$17,585iApproximate average salary by contribution assumption: employee only about $439,629 at 4% or $293,086 at 6%; with 50% employer match about $293,086 at 4% or $195,391 at 6%; with 100% employer match about $219,815 at 4% or $146,543 at 6%.
Matthew L. Davis, D.D.S., P.A. 401K Profit Sharing Plan & Trust-6$1,353,065$105,511$17,585iApproximate average salary by contribution assumption: employee only about $439,629 at 4% or $293,086 at 6%; with 50% employer match about $293,086 at 4% or $195,391 at 6%; with 100% employer match about $219,815 at 4% or $146,543 at 6%.
201016$1,387,047$111,849$18,642iApproximate average salary by contribution assumption: employee only about $466,038 at 4% or $310,692 at 6%; with 50% employer match about $310,692 at 4% or $207,128 at 6%; with 100% employer match about $233,019 at 4% or $155,346 at 6%.
Matthew L. Davis, D.D.S., P.A. 401K Profit Sharing Plan & Trust-6$1,387,047$111,849$18,642iApproximate average salary by contribution assumption: employee only about $466,038 at 4% or $310,692 at 6%; with 50% employer match about $310,692 at 4% or $207,128 at 6%; with 100% employer match about $233,019 at 4% or $155,346 at 6%.
200915$1,393,596$112,369$22,474iApproximate average salary by contribution assumption: employee only about $561,845 at 4% or $374,563 at 6%; with 50% employer match about $374,563 at 4% or $249,709 at 6%; with 100% employer match about $280,923 at 4% or $187,282 at 6%.
Matthew L. Davis, D.D.S., P.A. 401K Profit Sharing Plan & Trust-5$1,393,596$112,369$22,474iApproximate average salary by contribution assumption: employee only about $561,845 at 4% or $374,563 at 6%; with 50% employer match about $374,563 at 4% or $249,709 at 6%; with 100% employer match about $280,923 at 4% or $187,282 at 6%.
200815$1,276,010$155,860$31,172iApproximate average salary by contribution assumption: employee only about $779,300 at 4% or $519,533 at 6%; with 50% employer match about $519,533 at 4% or $346,356 at 6%; with 100% employer match about $389,650 at 4% or $259,767 at 6%.
Matthew L. Davis, D.D.S., P.A. 401K Profit Sharing Plan & Trust-5$1,276,010$155,860$31,172iApproximate average salary by contribution assumption: employee only about $779,300 at 4% or $519,533 at 6%; with 50% employer match about $519,533 at 4% or $346,356 at 6%; with 100% employer match about $389,650 at 4% or $259,767 at 6%.
200715$0$0-
Matthew L. Davis, D.D.S., P.A. 401K Profit Sharing Plan & Trust-5---
200615$1,409,528$117,379$23,476iApproximate average salary by contribution assumption: employee only about $586,895 at 4% or $391,263 at 6%; with 50% employer match about $391,263 at 4% or $260,842 at 6%; with 100% employer match about $293,448 at 4% or $195,632 at 6%.
Matthew L. Davis, D.D.S., P.A. 401K Profit Sharing Plan & Trust-5$1,409,528$117,379$23,476iApproximate average salary by contribution assumption: employee only about $586,895 at 4% or $391,263 at 6%; with 50% employer match about $391,263 at 4% or $260,842 at 6%; with 100% employer match about $293,448 at 4% or $195,632 at 6%.
200415$1,027,265$98,179$19,636iApproximate average salary by contribution assumption: employee only about $490,895 at 4% or $327,263 at 6%; with 50% employer match about $327,263 at 4% or $218,176 at 6%; with 100% employer match about $245,448 at 4% or $163,632 at 6%.
Matthew L. Davis, D.D.S., P.A. 401K Profit Sharing Plan & Trust-5$1,027,265$98,179$19,636iApproximate average salary by contribution assumption: employee only about $490,895 at 4% or $327,263 at 6%; with 50% employer match about $327,263 at 4% or $218,176 at 6%; with 100% employer match about $245,448 at 4% or $163,632 at 6%.
200315$1,058,428$94,679$18,936iApproximate average salary by contribution assumption: employee only about $473,395 at 4% or $315,597 at 6%; with 50% employer match about $315,597 at 4% or $210,398 at 6%; with 100% employer match about $236,698 at 4% or $157,798 at 6%.
Matthew L. Davis, D.D.S., P.A. 401K Profit Sharing Plan & Trust-5$1,058,428$94,679$18,936iApproximate average salary by contribution assumption: employee only about $473,395 at 4% or $315,597 at 6%; with 50% employer match about $315,597 at 4% or $210,398 at 6%; with 100% employer match about $236,698 at 4% or $157,798 at 6%.
200214$725,942$96,723$24,181iApproximate average salary by contribution assumption: employee only about $604,519 at 4% or $403,013 at 6%; with 50% employer match about $403,013 at 4% or $268,675 at 6%; with 100% employer match about $302,259 at 4% or $201,506 at 6%.
Matthew L. Davis, D.D.S., P.A. 401K Profit Sharing Plan & Trust-4$725,942$96,723$24,181iApproximate average salary by contribution assumption: employee only about $604,519 at 4% or $403,013 at 6%; with 50% employer match about $403,013 at 4% or $268,675 at 6%; with 100% employer match about $302,259 at 4% or $201,506 at 6%.
200116$0$0-
Matthew L. Davis, D.D.S., P.A. 401K Profit Sharing Plan & Trust-6---
200015$645,826$52,357$10,471iApproximate average salary by contribution assumption: employee only about $261,785 at 4% or $174,523 at 6%; with 50% employer match about $174,523 at 4% or $116,349 at 6%; with 100% employer match about $130,893 at 4% or $87,262 at 6%.
Matthew L. Davis, D.D.S., P.A. 401K Profit Sharing Plan & Trust-5$645,826$52,357$10,471iApproximate average salary by contribution assumption: employee only about $261,785 at 4% or $174,523 at 6%; with 50% employer match about $174,523 at 4% or $116,349 at 6%; with 100% employer match about $130,893 at 4% or $87,262 at 6%.
199916$636,201$47,493$7,916iApproximate average salary by contribution assumption: employee only about $197,888 at 4% or $131,925 at 6%; with 50% employer match about $131,925 at 4% or $87,950 at 6%; with 100% employer match about $98,944 at 4% or $65,963 at 6%.
Matthew L. Davis, D.D.S., P.A. 401K Profit Sharing Plan & Trust-6$636,201$47,493$7,916iApproximate average salary by contribution assumption: employee only about $197,888 at 4% or $131,925 at 6%; with 50% employer match about $131,925 at 4% or $87,950 at 6%; with 100% employer match about $98,944 at 4% or $65,963 at 6%.