Civic Intelligence

Davis Weinberg Inc

Plan context: James Davis Retirement Plan

EIN 62-1350415 • Memphis, TN • 15 filings • 3 plans

400 Grove Park RoadMemphis, TN 38117
Current Snapshot

Latest Year

2014

2014 Participants

14

2014 Assets

$340,706

2014 Contributions

$11,385

Historical Graphs

Total Assets Over Time

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

$539,039$269,520$0199920062013YearValue
$340,706Latest year 2013

Participants Over Time

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

45230199920062013YearValue
14Latest year 2013

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
201410$0$11,385-
James Davis Retirement Plan-0$0$11,385-
2013114$340,706$9,519$680iApproximate average salary by contribution assumption: employee only about $16,998 at 4% or $11,332 at 6%; with 50% employer match about $11,332 at 4% or $7,555 at 6%; with 100% employer match about $8,499 at 4% or $5,666 at 6%.
James Davis Retirement Plan-14$340,706$9,519$680iApproximate average salary by contribution assumption: employee only about $16,998 at 4% or $11,332 at 6%; with 50% employer match about $11,332 at 4% or $7,555 at 6%; with 100% employer match about $8,499 at 4% or $5,666 at 6%.
2011122$337,511$6,577$299iApproximate average salary by contribution assumption: employee only about $7,474 at 4% or $4,983 at 6%; with 50% employer match about $4,983 at 4% or $3,322 at 6%; with 100% employer match about $3,737 at 4% or $2,491 at 6%.
James Davis Retirement Plan-22$337,511$6,577$299iApproximate average salary by contribution assumption: employee only about $7,474 at 4% or $4,983 at 6%; with 50% employer match about $4,983 at 4% or $3,322 at 6%; with 100% employer match about $3,737 at 4% or $2,491 at 6%.
2010126$446,636$11,583$446iApproximate average salary by contribution assumption: employee only about $11,138 at 4% or $7,425 at 6%; with 50% employer match about $7,425 at 4% or $4,950 at 6%; with 100% employer match about $5,569 at 4% or $3,713 at 6%.
James Davis Retirement Plan-26$446,636$11,583$446iApproximate average salary by contribution assumption: employee only about $11,138 at 4% or $7,425 at 6%; with 50% employer match about $7,425 at 4% or $4,950 at 6%; with 100% employer match about $5,569 at 4% or $3,713 at 6%.
2009128$539,039$16,629$594iApproximate average salary by contribution assumption: employee only about $14,847 at 4% or $9,898 at 6%; with 50% employer match about $9,898 at 4% or $6,599 at 6%; with 100% employer match about $7,424 at 4% or $4,949 at 6%.
James Davis Retirement Plan-28$539,039$16,629$594iApproximate average salary by contribution assumption: employee only about $14,847 at 4% or $9,898 at 6%; with 50% employer match about $9,898 at 4% or $6,599 at 6%; with 100% employer match about $7,424 at 4% or $4,949 at 6%.
2008127$453,669$42,265$1,565iApproximate average salary by contribution assumption: employee only about $39,134 at 4% or $26,090 at 6%; with 50% employer match about $26,090 at 4% or $17,393 at 6%; with 100% employer match about $19,567 at 4% or $13,045 at 6%.
James Davis Retirement Plan-27$453,669$42,265$1,565iApproximate average salary by contribution assumption: employee only about $39,134 at 4% or $26,090 at 6%; with 50% employer match about $26,090 at 4% or $17,393 at 6%; with 100% employer match about $19,567 at 4% or $13,045 at 6%.
2007136$0$0-
James Davis Retirement Plan-36---
2006132$466,235$70,639$2,207iApproximate average salary by contribution assumption: employee only about $55,187 at 4% or $36,791 at 6%; with 50% employer match about $36,791 at 4% or $24,527 at 6%; with 100% employer match about $27,593 at 4% or $18,396 at 6%.
James Davis Retirement Plan-32$466,235$70,639$2,207iApproximate average salary by contribution assumption: employee only about $55,187 at 4% or $36,791 at 6%; with 50% employer match about $36,791 at 4% or $24,527 at 6%; with 100% employer match about $27,593 at 4% or $18,396 at 6%.
2005136$381,901$66,867$1,857iApproximate average salary by contribution assumption: employee only about $46,435 at 4% or $30,957 at 6%; with 50% employer match about $30,957 at 4% or $20,638 at 6%; with 100% employer match about $23,218 at 4% or $15,478 at 6%.
James Davis Retirement Plan-36$381,901$66,867$1,857iApproximate average salary by contribution assumption: employee only about $46,435 at 4% or $30,957 at 6%; with 50% employer match about $30,957 at 4% or $20,638 at 6%; with 100% employer match about $23,218 at 4% or $15,478 at 6%.
2004140$404,318$63,750$1,594iApproximate average salary by contribution assumption: employee only about $39,844 at 4% or $26,563 at 6%; with 50% employer match about $26,563 at 4% or $17,708 at 6%; with 100% employer match about $19,922 at 4% or $13,281 at 6%.
James Davis Retirement Plan-40$404,318$63,750$1,594iApproximate average salary by contribution assumption: employee only about $39,844 at 4% or $26,563 at 6%; with 50% employer match about $26,563 at 4% or $17,708 at 6%; with 100% employer match about $19,922 at 4% or $13,281 at 6%.
2003145$369,444$82,144$1,825iApproximate average salary by contribution assumption: employee only about $45,636 at 4% or $30,424 at 6%; with 50% employer match about $30,424 at 4% or $20,282 at 6%; with 100% employer match about $22,818 at 4% or $15,212 at 6%.
James Davis Retirement Plan-45$369,444$82,144$1,825iApproximate average salary by contribution assumption: employee only about $45,636 at 4% or $30,424 at 6%; with 50% employer match about $30,424 at 4% or $20,282 at 6%; with 100% employer match about $22,818 at 4% or $15,212 at 6%.
2002143$291,092$80,304$1,868iApproximate average salary by contribution assumption: employee only about $46,688 at 4% or $31,126 at 6%; with 50% employer match about $31,126 at 4% or $20,750 at 6%; with 100% employer match about $23,344 at 4% or $15,563 at 6%.
James Davis Retirement Plan-43$291,092$80,304$1,868iApproximate average salary by contribution assumption: employee only about $46,688 at 4% or $31,126 at 6%; with 50% employer match about $31,126 at 4% or $20,750 at 6%; with 100% employer match about $23,344 at 4% or $15,563 at 6%.
2001137$0$0-
James Davis Retirement Plan-37---
2000134$204,102$87,918$2,586iApproximate average salary by contribution assumption: employee only about $64,646 at 4% or $43,097 at 6%; with 50% employer match about $43,097 at 4% or $28,731 at 6%; with 100% employer match about $32,323 at 4% or $21,549 at 6%.
James Davis Retirement Plan-34$204,102$87,918$2,586iApproximate average salary by contribution assumption: employee only about $64,646 at 4% or $43,097 at 6%; with 50% employer match about $43,097 at 4% or $28,731 at 6%; with 100% employer match about $32,323 at 4% or $21,549 at 6%.
1999132$117,408$87,068$2,721iApproximate average salary by contribution assumption: employee only about $68,022 at 4% or $45,348 at 6%; with 50% employer match about $45,348 at 4% or $30,232 at 6%; with 100% employer match about $34,011 at 4% or $22,674 at 6%.
James Davis Retirement Plan-32$117,408$87,068$2,721iApproximate average salary by contribution assumption: employee only about $68,022 at 4% or $45,348 at 6%; with 50% employer match about $45,348 at 4% or $30,232 at 6%; with 100% employer match about $34,011 at 4% or $22,674 at 6%.