John M. Davis Insurance Brokerage
Plan context: Davis Retirement Plan
EIN 62-1530084 • Chattanooga, TN • 7 filings • 1 plans
Current Snapshot
Latest Year
2009
2009 Participants
3
2009 Assets
$232,047
2009 Contributions
$38,369
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 3 | $232,047 | $38,369 | $12,790iApproximate average salary by contribution assumption: employee only about $319,742 at 4% or $213,161 at 6%; with 50% employer match about $213,161 at 4% or $142,107 at 6%; with 100% employer match about $159,871 at 4% or $106,581 at 6%. |
| Davis Retirement Plan | - | 3 | $232,047 | $38,369 | $12,790iApproximate average salary by contribution assumption: employee only about $319,742 at 4% or $213,161 at 6%; with 50% employer match about $213,161 at 4% or $142,107 at 6%; with 100% employer match about $159,871 at 4% or $106,581 at 6%. |
| 2008 | 1 | 2 | $187,497 | $36,331 | $18,166iApproximate average salary by contribution assumption: employee only about $454,138 at 4% or $302,758 at 6%; with 50% employer match about $302,758 at 4% or $201,839 at 6%; with 100% employer match about $227,069 at 4% or $151,379 at 6%. |
| Davis Retirement Plan | - | 2 | $187,497 | $36,331 | $18,166iApproximate average salary by contribution assumption: employee only about $454,138 at 4% or $302,758 at 6%; with 50% employer match about $302,758 at 4% or $201,839 at 6%; with 100% employer match about $227,069 at 4% or $151,379 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Davis Retirement Plan | - | 3 | - | - | - |
| 2006 | 1 | 2 | $232,966 | $46,414 | $23,207iApproximate average salary by contribution assumption: employee only about $580,175 at 4% or $386,783 at 6%; with 50% employer match about $386,783 at 4% or $257,856 at 6%; with 100% employer match about $290,088 at 4% or $193,392 at 6%. |
| Davis Retirement Plan | - | 2 | $232,966 | $46,414 | $23,207iApproximate average salary by contribution assumption: employee only about $580,175 at 4% or $386,783 at 6%; with 50% employer match about $386,783 at 4% or $257,856 at 6%; with 100% employer match about $290,088 at 4% or $193,392 at 6%. |
| 2005 | 1 | 2 | $166,461 | $55,630 | $27,815iApproximate average salary by contribution assumption: employee only about $695,375 at 4% or $463,583 at 6%; with 50% employer match about $463,583 at 4% or $309,056 at 6%; with 100% employer match about $347,688 at 4% or $231,792 at 6%. |
| Davis Retirement Plan | - | 2 | $166,461 | $55,630 | $27,815iApproximate average salary by contribution assumption: employee only about $695,375 at 4% or $463,583 at 6%; with 50% employer match about $463,583 at 4% or $309,056 at 6%; with 100% employer match about $347,688 at 4% or $231,792 at 6%. |
| 2004 | 1 | 3 | $97,893 | $60,932 | $20,311iApproximate average salary by contribution assumption: employee only about $507,767 at 4% or $338,511 at 6%; with 50% employer match about $338,511 at 4% or $225,674 at 6%; with 100% employer match about $253,883 at 4% or $169,256 at 6%. |
| Davis Retirement Plan | - | 3 | $97,893 | $60,932 | $20,311iApproximate average salary by contribution assumption: employee only about $507,767 at 4% or $338,511 at 6%; with 50% employer match about $338,511 at 4% or $225,674 at 6%; with 100% employer match about $253,883 at 4% or $169,256 at 6%. |
| 2003 | 1 | 3 | $28,250 | $28,250 | $9,417iApproximate average salary by contribution assumption: employee only about $235,417 at 4% or $156,944 at 6%; with 50% employer match about $156,944 at 4% or $104,630 at 6%; with 100% employer match about $117,708 at 4% or $78,472 at 6%. |
| Davis Retirement Plan | - | 3 | $28,250 | $28,250 | $9,417iApproximate average salary by contribution assumption: employee only about $235,417 at 4% or $156,944 at 6%; with 50% employer match about $156,944 at 4% or $104,630 at 6%; with 100% employer match about $117,708 at 4% or $78,472 at 6%. |