Advanta Ira Services LLC
Plan context: Davies & Kerr Consulting Inc Retirement Plan
EIN 59-3730357 • Largo, FL • 10 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$1,898,261
2025 Contributions
$60,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $1,898,261 | $0 | - |
| Davies & Kerr Consulting Inc Retirement Plan | - | 2 | $1,898,261 | - | - |
| 2024 | 1 | 2 | $1,884,370 | $0 | - |
| Davies & Kerr Consulting Inc Retirement Plan | - | 2 | $1,884,370 | $0 | - |
| 2023 | 1 | 2 | $1,838,605 | $60,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Davies & Kerr Consulting Inc Retirement Plan | - | 2 | $1,838,605 | $60,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2022 | 1 | 2 | $1,623,509 | $54,000 | $27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%. |
| Davies & Kerr Consulting Inc Retirement Plan | - | 2 | $1,623,509 | $54,000 | $27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%. |
| 2021 | 1 | 2 | $1,444,922 | $131,573 | $65,787iApproximate average salary by contribution assumption: employee only about $1,644,663 at 4% or $1,096,442 at 6%; with 50% employer match about $1,096,442 at 4% or $730,961 at 6%; with 100% employer match about $822,331 at 4% or $548,221 at 6%. |
| Davies & Kerr Consulting Inc Retirement Plan | - | 2 | $1,444,922 | $131,573 | $65,787iApproximate average salary by contribution assumption: employee only about $1,644,663 at 4% or $1,096,442 at 6%; with 50% employer match about $1,096,442 at 4% or $730,961 at 6%; with 100% employer match about $822,331 at 4% or $548,221 at 6%. |
| 2019 | 1 | 2 | $1,157,813 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Davies & Kerr Consulting Inc Retirement Plan | - | 2 | $1,157,813 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2018 | 1 | 2 | $993,068 | $49,000 | $24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%. |
| Davies & Kerr Consulting Inc Retirement Plan | - | 2 | $993,068 | $49,000 | $24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%. |
| 2017 | 1 | 2 | $846,320 | $48,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| Davies & Kerr Consulting Inc Retirement Plan | - | 2 | $846,320 | $48,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| 2016 | 1 | 2 | $723,242 | $48,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| Davies & Kerr Consulting Inc Retirement Plan | - | 2 | $723,242 | $48,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| 2015 | 1 | 2 | $616,149 | $48,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| Davies & Kerr Consulting Inc Retirement Plan | - | 2 | $616,149 | $48,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |