Civic Intelligence

Davis Optometry Group Pa

Plan context: Davis Optometry Group, P.A. Retirement Plan & Trust

EIN 59-2980514 • Marianna, FL • 26 filings • 2 plans

2922 Jefferson St.Marianna, FL 32446
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,588,729

2024 Contributions

$76,682

Historical Graphs

Total Assets Over Time

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

$3,588,729$1,794,365$0199920122024YearValue
$3,588,729Latest year 2024

Participants Over Time

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

1050199920122024YearValue
8Latest 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
202418$3,588,729$76,682$9,585iApproximate average salary by contribution assumption: employee only about $239,631 at 4% or $159,754 at 6%; with 50% employer match about $159,754 at 4% or $106,503 at 6%; with 100% employer match about $119,816 at 4% or $79,877 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-8$3,588,729$76,682$9,585iApproximate average salary by contribution assumption: employee only about $239,631 at 4% or $159,754 at 6%; with 50% employer match about $159,754 at 4% or $106,503 at 6%; with 100% employer match about $119,816 at 4% or $79,877 at 6%.
202319$3,239,818$71,350$7,928iApproximate average salary by contribution assumption: employee only about $198,194 at 4% or $132,130 at 6%; with 50% employer match about $132,130 at 4% or $88,086 at 6%; with 100% employer match about $99,097 at 4% or $66,065 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-9$3,239,818$71,350$7,928iApproximate average salary by contribution assumption: employee only about $198,194 at 4% or $132,130 at 6%; with 50% employer match about $132,130 at 4% or $88,086 at 6%; with 100% employer match about $99,097 at 4% or $66,065 at 6%.
2022110$2,740,692$59,888$5,989iApproximate average salary by contribution assumption: employee only about $149,720 at 4% or $99,813 at 6%; with 50% employer match about $99,813 at 4% or $66,542 at 6%; with 100% employer match about $74,860 at 4% or $49,907 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-10$2,740,692$59,888$5,989iApproximate average salary by contribution assumption: employee only about $149,720 at 4% or $99,813 at 6%; with 50% employer match about $99,813 at 4% or $66,542 at 6%; with 100% employer match about $74,860 at 4% or $49,907 at 6%.
202118$3,161,392$56,731$7,091iApproximate average salary by contribution assumption: employee only about $177,284 at 4% or $118,190 at 6%; with 50% employer match about $118,190 at 4% or $78,793 at 6%; with 100% employer match about $88,642 at 4% or $59,095 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-8$3,161,392$56,731$7,091iApproximate average salary by contribution assumption: employee only about $177,284 at 4% or $118,190 at 6%; with 50% employer match about $118,190 at 4% or $78,793 at 6%; with 100% employer match about $88,642 at 4% or $59,095 at 6%.
202019$2,704,578$56,183$6,243iApproximate average salary by contribution assumption: employee only about $156,064 at 4% or $104,043 at 6%; with 50% employer match about $104,043 at 4% or $69,362 at 6%; with 100% employer match about $78,032 at 4% or $52,021 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-9$2,704,578$56,183$6,243iApproximate average salary by contribution assumption: employee only about $156,064 at 4% or $104,043 at 6%; with 50% employer match about $104,043 at 4% or $69,362 at 6%; with 100% employer match about $78,032 at 4% or $52,021 at 6%.
201919$2,395,031$56,944$6,327iApproximate average salary by contribution assumption: employee only about $158,178 at 4% or $105,452 at 6%; with 50% employer match about $105,452 at 4% or $70,301 at 6%; with 100% employer match about $79,089 at 4% or $52,726 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-9$2,395,031$56,944$6,327iApproximate average salary by contribution assumption: employee only about $158,178 at 4% or $105,452 at 6%; with 50% employer match about $105,452 at 4% or $70,301 at 6%; with 100% employer match about $79,089 at 4% or $52,726 at 6%.
201819$2,019,548$54,935$6,104iApproximate average salary by contribution assumption: employee only about $152,597 at 4% or $101,731 at 6%; with 50% employer match about $101,731 at 4% or $67,821 at 6%; with 100% employer match about $76,299 at 4% or $50,866 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-9$2,019,548$54,935$6,104iApproximate average salary by contribution assumption: employee only about $152,597 at 4% or $101,731 at 6%; with 50% employer match about $101,731 at 4% or $67,821 at 6%; with 100% employer match about $76,299 at 4% or $50,866 at 6%.
201717$2,111,247$52,909$7,558iApproximate average salary by contribution assumption: employee only about $188,961 at 4% or $125,974 at 6%; with 50% employer match about $125,974 at 4% or $83,983 at 6%; with 100% employer match about $94,480 at 4% or $62,987 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-7$2,111,247$52,909$7,558iApproximate average salary by contribution assumption: employee only about $188,961 at 4% or $125,974 at 6%; with 50% employer match about $125,974 at 4% or $83,983 at 6%; with 100% employer match about $94,480 at 4% or $62,987 at 6%.
201617$1,874,226$53,133$7,590iApproximate average salary by contribution assumption: employee only about $189,761 at 4% or $126,507 at 6%; with 50% employer match about $126,507 at 4% or $84,338 at 6%; with 100% employer match about $94,880 at 4% or $63,254 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-7$1,874,226$53,133$7,590iApproximate average salary by contribution assumption: employee only about $189,761 at 4% or $126,507 at 6%; with 50% employer match about $126,507 at 4% or $84,338 at 6%; with 100% employer match about $94,880 at 4% or $63,254 at 6%.
201517$1,706,471$51,370$7,339iApproximate average salary by contribution assumption: employee only about $183,464 at 4% or $122,310 at 6%; with 50% employer match about $122,310 at 4% or $81,540 at 6%; with 100% employer match about $91,732 at 4% or $61,155 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-7$1,706,471$51,370$7,339iApproximate average salary by contribution assumption: employee only about $183,464 at 4% or $122,310 at 6%; with 50% employer match about $122,310 at 4% or $81,540 at 6%; with 100% employer match about $91,732 at 4% or $61,155 at 6%.
201417$1,779,224$49,327$7,047iApproximate average salary by contribution assumption: employee only about $176,168 at 4% or $117,445 at 6%; with 50% employer match about $117,445 at 4% or $78,297 at 6%; with 100% employer match about $88,084 at 4% or $58,723 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-7$1,779,224$49,327$7,047iApproximate average salary by contribution assumption: employee only about $176,168 at 4% or $117,445 at 6%; with 50% employer match about $117,445 at 4% or $78,297 at 6%; with 100% employer match about $88,084 at 4% or $58,723 at 6%.
201316$1,699,827$50,044$8,341iApproximate average salary by contribution assumption: employee only about $208,517 at 4% or $139,011 at 6%; with 50% employer match about $139,011 at 4% or $92,674 at 6%; with 100% employer match about $104,258 at 4% or $69,506 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-6$1,699,827$50,044$8,341iApproximate average salary by contribution assumption: employee only about $208,517 at 4% or $139,011 at 6%; with 50% employer match about $139,011 at 4% or $92,674 at 6%; with 100% employer match about $104,258 at 4% or $69,506 at 6%.
201216$1,491,310$48,176$8,029iApproximate average salary by contribution assumption: employee only about $200,733 at 4% or $133,822 at 6%; with 50% employer match about $133,822 at 4% or $89,215 at 6%; with 100% employer match about $100,367 at 4% or $66,911 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-6$1,491,310$48,176$8,029iApproximate average salary by contribution assumption: employee only about $200,733 at 4% or $133,822 at 6%; with 50% employer match about $133,822 at 4% or $89,215 at 6%; with 100% employer match about $100,367 at 4% or $66,911 at 6%.
201115$1,322,551$50,360$10,072iApproximate average salary by contribution assumption: employee only about $251,800 at 4% or $167,867 at 6%; with 50% employer match about $167,867 at 4% or $111,911 at 6%; with 100% employer match about $125,900 at 4% or $83,933 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-5$1,322,551$50,360$10,072iApproximate average salary by contribution assumption: employee only about $251,800 at 4% or $167,867 at 6%; with 50% employer match about $167,867 at 4% or $111,911 at 6%; with 100% employer match about $125,900 at 4% or $83,933 at 6%.
201016$1,277,796$55,587$9,265iApproximate average salary by contribution assumption: employee only about $231,613 at 4% or $154,408 at 6%; with 50% employer match about $154,408 at 4% or $102,939 at 6%; with 100% employer match about $115,806 at 4% or $77,204 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-6$1,277,796$55,587$9,265iApproximate average salary by contribution assumption: employee only about $231,613 at 4% or $154,408 at 6%; with 50% employer match about $154,408 at 4% or $102,939 at 6%; with 100% employer match about $115,806 at 4% or $77,204 at 6%.
200915$1,150,993$114,842$22,968iApproximate average salary by contribution assumption: employee only about $574,210 at 4% or $382,807 at 6%; with 50% employer match about $382,807 at 4% or $255,204 at 6%; with 100% employer match about $287,105 at 4% or $191,403 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-5$1,150,993$114,842$22,968iApproximate average salary by contribution assumption: employee only about $574,210 at 4% or $382,807 at 6%; with 50% employer match about $382,807 at 4% or $255,204 at 6%; with 100% employer match about $287,105 at 4% or $191,403 at 6%.
200817$912,573$109,830$15,690iApproximate average salary by contribution assumption: employee only about $392,250 at 4% or $261,500 at 6%; with 50% employer match about $261,500 at 4% or $174,333 at 6%; with 100% employer match about $196,125 at 4% or $130,750 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-7$912,573$109,830$15,690iApproximate average salary by contribution assumption: employee only about $392,250 at 4% or $261,500 at 6%; with 50% employer match about $261,500 at 4% or $174,333 at 6%; with 100% employer match about $196,125 at 4% or $130,750 at 6%.
200717$1,299,731$106,246$15,178iApproximate average salary by contribution assumption: employee only about $379,450 at 4% or $252,967 at 6%; with 50% employer match about $252,967 at 4% or $168,644 at 6%; with 100% employer match about $189,725 at 4% or $126,483 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-7$1,299,731$106,246$15,178iApproximate average salary by contribution assumption: employee only about $379,450 at 4% or $252,967 at 6%; with 50% employer match about $252,967 at 4% or $168,644 at 6%; with 100% employer match about $189,725 at 4% or $126,483 at 6%.
200615$1,188,379$103,150$20,630iApproximate average salary by contribution assumption: employee only about $515,750 at 4% or $343,833 at 6%; with 50% employer match about $343,833 at 4% or $229,222 at 6%; with 100% employer match about $257,875 at 4% or $171,917 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-5$1,188,379$103,150$20,630iApproximate average salary by contribution assumption: employee only about $515,750 at 4% or $343,833 at 6%; with 50% employer match about $343,833 at 4% or $229,222 at 6%; with 100% employer match about $257,875 at 4% or $171,917 at 6%.
200516$1,019,865$100,768$16,795iApproximate average salary by contribution assumption: employee only about $419,867 at 4% or $279,911 at 6%; with 50% employer match about $279,911 at 4% or $186,607 at 6%; with 100% employer match about $209,933 at 4% or $139,956 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-6$1,019,865$100,768$16,795iApproximate average salary by contribution assumption: employee only about $419,867 at 4% or $279,911 at 6%; with 50% employer match about $279,911 at 4% or $186,607 at 6%; with 100% employer match about $209,933 at 4% or $139,956 at 6%.
200419$852,893$98,966$10,996iApproximate average salary by contribution assumption: employee only about $274,906 at 4% or $183,270 at 6%; with 50% employer match about $183,270 at 4% or $122,180 at 6%; with 100% employer match about $137,453 at 4% or $91,635 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-9$852,893$98,966$10,996iApproximate average salary by contribution assumption: employee only about $274,906 at 4% or $183,270 at 6%; with 50% employer match about $183,270 at 4% or $122,180 at 6%; with 100% employer match about $137,453 at 4% or $91,635 at 6%.
2003110$635,744$90,146$9,015iApproximate average salary by contribution assumption: employee only about $225,365 at 4% or $150,243 at 6%; with 50% employer match about $150,243 at 4% or $100,162 at 6%; with 100% employer match about $112,683 at 4% or $75,122 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-10$635,744$90,146$9,015iApproximate average salary by contribution assumption: employee only about $225,365 at 4% or $150,243 at 6%; with 50% employer match about $150,243 at 4% or $100,162 at 6%; with 100% employer match about $112,683 at 4% or $75,122 at 6%.
2002110$401,262$407,530$40,753iApproximate average salary by contribution assumption: employee only about $1,018,825 at 4% or $679,217 at 6%; with 50% employer match about $679,217 at 4% or $452,811 at 6%; with 100% employer match about $509,413 at 4% or $339,608 at 6%.
Davis Optometry Group, P.A. Retirement Plan & Trust-10$401,262$407,530$40,753iApproximate average salary by contribution assumption: employee only about $1,018,825 at 4% or $679,217 at 6%; with 50% employer match about $679,217 at 4% or $452,811 at 6%; with 100% employer match about $509,413 at 4% or $339,608 at 6%.
200114$0$0-
Davis Optometry Group, P.A. Retirement Plan & Trust-4---
200014$356,095$8,970$2,243iApproximate average salary by contribution assumption: employee only about $56,063 at 4% or $37,375 at 6%; with 50% employer match about $37,375 at 4% or $24,917 at 6%; with 100% employer match about $28,031 at 4% or $18,688 at 6%.
Davis Optometry Group Pa Profit Sharing Plan-4$356,095$8,970$2,243iApproximate average salary by contribution assumption: employee only about $56,063 at 4% or $37,375 at 6%; with 50% employer match about $37,375 at 4% or $24,917 at 6%; with 100% employer match about $28,031 at 4% or $18,688 at 6%.
199913$375,304$8,974$2,991iApproximate average salary by contribution assumption: employee only about $74,783 at 4% or $49,856 at 6%; with 50% employer match about $49,856 at 4% or $33,237 at 6%; with 100% employer match about $37,392 at 4% or $24,928 at 6%.
Davis Optometry Group Pa Profit Sharing Plan-3$375,304$8,974$2,991iApproximate average salary by contribution assumption: employee only about $74,783 at 4% or $49,856 at 6%; with 50% employer match about $49,856 at 4% or $33,237 at 6%; with 100% employer match about $37,392 at 4% or $24,928 at 6%.