Civic Intelligence

Drs. Davis and Petitt

Plan context: Drs. Davis and Petitt Self-Employed Retirement Plan & Trust

EIN 63-0695136 • 2 filings • 1 plans

Current Snapshot

Latest Year

2000

2000 Participants

3

2000 Assets

$1,632,079

2000 Contributions

$24,289

Historical Graphs

Total Assets Over Time

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

$1,632,079$816,040$01999YearValue
$1,632,079Latest year 1999

Participants Over Time

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

3201999YearValue
3Latest year 1999

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
200010$0$0-
Drs. Davis and Petitt Self-Employed Retirement Plan & Trust-0---
199913$1,632,079$24,289$8,096iApproximate average salary by contribution assumption: employee only about $202,408 at 4% or $134,939 at 6%; with 50% employer match about $134,939 at 4% or $89,959 at 6%; with 100% employer match about $101,204 at 4% or $67,469 at 6%.
Drs. Davis and Petitt Self-Employed Retirement Plan & Trust-3$1,632,079$24,289$8,096iApproximate average salary by contribution assumption: employee only about $202,408 at 4% or $134,939 at 6%; with 50% employer match about $134,939 at 4% or $89,959 at 6%; with 100% employer match about $101,204 at 4% or $67,469 at 6%.