Civic Intelligence

William a. Davis, DMD

Plan context: William a. Davis, DMD Profit Sharing Plan and Trust

EIN 63-0753299 • 25 filings • 2 plans

Current Snapshot

Latest Year

2019

2019 Participants

11

2019 Assets

$5,250,352

2019 Contributions

$142,452

Historical Graphs

Total Assets Over Time

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

$5,250,352$2,625,176$0199920102019YearValue
$5,250,352Latest year 2019

Participants Over Time

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

1160199920092019YearValue
11Latest year 2019

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
2019111$5,250,352$142,452$12,950iApproximate average salary by contribution assumption: employee only about $323,755 at 4% or $215,836 at 6%; with 50% employer match about $215,836 at 4% or $143,891 at 6%; with 100% employer match about $161,877 at 4% or $107,918 at 6%.
William a. Davis, DMD Profit Sharing Plan and Trust-11$5,250,352$142,452$12,950iApproximate average salary by contribution assumption: employee only about $323,755 at 4% or $215,836 at 6%; with 50% employer match about $215,836 at 4% or $143,891 at 6%; with 100% employer match about $161,877 at 4% or $107,918 at 6%.
2018110$4,405,324$120,574$12,057iApproximate average salary by contribution assumption: employee only about $301,435 at 4% or $200,957 at 6%; with 50% employer match about $200,957 at 4% or $133,971 at 6%; with 100% employer match about $150,718 at 4% or $100,478 at 6%.
William a. Davis, DMD Profit Sharing Plan and Trust-10$4,405,324$120,574$12,057iApproximate average salary by contribution assumption: employee only about $301,435 at 4% or $200,957 at 6%; with 50% employer match about $200,957 at 4% or $133,971 at 6%; with 100% employer match about $150,718 at 4% or $100,478 at 6%.
201717$4,465,983$117,878$16,840iApproximate average salary by contribution assumption: employee only about $420,993 at 4% or $280,662 at 6%; with 50% employer match about $280,662 at 4% or $187,108 at 6%; with 100% employer match about $210,496 at 4% or $140,331 at 6%.
William a. Davis, DMD Profit Sharing Plan and Trust-7$4,465,983$117,878$16,840iApproximate average salary by contribution assumption: employee only about $420,993 at 4% or $280,662 at 6%; with 50% employer match about $280,662 at 4% or $187,108 at 6%; with 100% employer match about $210,496 at 4% or $140,331 at 6%.
201619$3,982,837$113,888$12,654iApproximate average salary by contribution assumption: employee only about $316,356 at 4% or $210,904 at 6%; with 50% employer match about $210,904 at 4% or $140,602 at 6%; with 100% employer match about $158,178 at 4% or $105,452 at 6%.
William a. Davis, DMD Profit Sharing Plan and Trust-9$3,982,837$113,888$12,654iApproximate average salary by contribution assumption: employee only about $316,356 at 4% or $210,904 at 6%; with 50% employer match about $210,904 at 4% or $140,602 at 6%; with 100% employer match about $158,178 at 4% or $105,452 at 6%.
201518$3,581,347$112,143$14,018iApproximate average salary by contribution assumption: employee only about $350,447 at 4% or $233,631 at 6%; with 50% employer match about $233,631 at 4% or $155,754 at 6%; with 100% employer match about $175,223 at 4% or $116,816 at 6%.
William a. Davis, DMD Profit Sharing Plan and Trust-8$3,581,347$112,143$14,018iApproximate average salary by contribution assumption: employee only about $350,447 at 4% or $233,631 at 6%; with 50% employer match about $233,631 at 4% or $155,754 at 6%; with 100% employer match about $175,223 at 4% or $116,816 at 6%.
201418$3,499,903$111,273$13,909iApproximate average salary by contribution assumption: employee only about $347,728 at 4% or $231,819 at 6%; with 50% employer match about $231,819 at 4% or $154,546 at 6%; with 100% employer match about $173,864 at 4% or $115,909 at 6%.
William a. Davis, DMD Profit Sharing Plan and Trust-8$3,499,903$111,273$13,909iApproximate average salary by contribution assumption: employee only about $347,728 at 4% or $231,819 at 6%; with 50% employer match about $231,819 at 4% or $154,546 at 6%; with 100% employer match about $173,864 at 4% or $115,909 at 6%.
201319$3,207,355$100,498$11,166iApproximate average salary by contribution assumption: employee only about $279,161 at 4% or $186,107 at 6%; with 50% employer match about $186,107 at 4% or $124,072 at 6%; with 100% employer match about $139,581 at 4% or $93,054 at 6%.
William a. Davis, DMD Profit Sharing Plan and Trust-9$3,207,355$100,498$11,166iApproximate average salary by contribution assumption: employee only about $279,161 at 4% or $186,107 at 6%; with 50% employer match about $186,107 at 4% or $124,072 at 6%; with 100% employer match about $139,581 at 4% or $93,054 at 6%.
201218$2,802,610$96,894$12,112iApproximate average salary by contribution assumption: employee only about $302,794 at 4% or $201,863 at 6%; with 50% employer match about $201,863 at 4% or $134,575 at 6%; with 100% employer match about $151,397 at 4% or $100,931 at 6%.
William a. Davis, DMD Profit Sharing Plan and Trust-8$2,802,610$96,894$12,112iApproximate average salary by contribution assumption: employee only about $302,794 at 4% or $201,863 at 6%; with 50% employer match about $201,863 at 4% or $134,575 at 6%; with 100% employer match about $151,397 at 4% or $100,931 at 6%.
201118$2,561,269$94,563$11,820iApproximate average salary by contribution assumption: employee only about $295,509 at 4% or $197,006 at 6%; with 50% employer match about $197,006 at 4% or $131,338 at 6%; with 100% employer match about $147,755 at 4% or $98,503 at 6%.
William a. Davis, DMD Profit Sharing Plan and Trust-8$2,561,269$94,563$11,820iApproximate average salary by contribution assumption: employee only about $295,509 at 4% or $197,006 at 6%; with 50% employer match about $197,006 at 4% or $131,338 at 6%; with 100% employer match about $147,755 at 4% or $98,503 at 6%.
201019$2,432,780$93,879$10,431iApproximate average salary by contribution assumption: employee only about $260,775 at 4% or $173,850 at 6%; with 50% employer match about $173,850 at 4% or $115,900 at 6%; with 100% employer match about $130,388 at 4% or $86,925 at 6%.
William a. Davis, DMD Profit Sharing Plan and Trust-9$2,432,780$93,879$10,431iApproximate average salary by contribution assumption: employee only about $260,775 at 4% or $173,850 at 6%; with 50% employer match about $173,850 at 4% or $115,900 at 6%; with 100% employer match about $130,388 at 4% or $86,925 at 6%.
200918$2,090,340$89,343$11,168iApproximate average salary by contribution assumption: employee only about $279,197 at 4% or $186,131 at 6%; with 50% employer match about $186,131 at 4% or $124,088 at 6%; with 100% employer match about $139,598 at 4% or $93,066 at 6%.
William a. Davis, DMD Profit Sharing Plan and Trust-8$2,090,340$89,343$11,168iApproximate average salary by contribution assumption: employee only about $279,197 at 4% or $186,131 at 6%; with 50% employer match about $186,131 at 4% or $124,088 at 6%; with 100% employer match about $139,598 at 4% or $93,066 at 6%.
200818$1,617,562$85,298$10,662iApproximate average salary by contribution assumption: employee only about $266,556 at 4% or $177,704 at 6%; with 50% employer match about $177,704 at 4% or $118,469 at 6%; with 100% employer match about $133,278 at 4% or $88,852 at 6%.
William a. Davis, DMD Profit Sharing Plan and Trust-8$1,617,562$85,298$10,662iApproximate average salary by contribution assumption: employee only about $266,556 at 4% or $177,704 at 6%; with 50% employer match about $177,704 at 4% or $118,469 at 6%; with 100% employer match about $133,278 at 4% or $88,852 at 6%.
200718$2,061,886$71,046$8,881iApproximate average salary by contribution assumption: employee only about $222,019 at 4% or $148,013 at 6%; with 50% employer match about $148,013 at 4% or $98,675 at 6%; with 100% employer match about $111,009 at 4% or $74,006 at 6%.
William a. Davis, DMD Profit Sharing Plan and Trust-8$2,061,886$71,046$8,881iApproximate average salary by contribution assumption: employee only about $222,019 at 4% or $148,013 at 6%; with 50% employer match about $148,013 at 4% or $98,675 at 6%; with 100% employer match about $111,009 at 4% or $74,006 at 6%.
200618$1,995,977$66,333$8,292iApproximate average salary by contribution assumption: employee only about $207,291 at 4% or $138,194 at 6%; with 50% employer match about $138,194 at 4% or $92,129 at 6%; with 100% employer match about $103,645 at 4% or $69,097 at 6%.
William a. Davis, DMD Profit Sharing Plan and Trust-8$1,995,977$66,333$8,292iApproximate average salary by contribution assumption: employee only about $207,291 at 4% or $138,194 at 6%; with 50% employer match about $138,194 at 4% or $92,129 at 6%; with 100% employer match about $103,645 at 4% or $69,097 at 6%.
200516$1,745,632$56,592$9,432iApproximate average salary by contribution assumption: employee only about $235,800 at 4% or $157,200 at 6%; with 50% employer match about $157,200 at 4% or $104,800 at 6%; with 100% employer match about $117,900 at 4% or $78,600 at 6%.
William a. Davis, DMD Profit Sharing Plan and Trust-6$1,745,632$56,592$9,432iApproximate average salary by contribution assumption: employee only about $235,800 at 4% or $157,200 at 6%; with 50% employer match about $157,200 at 4% or $104,800 at 6%; with 100% employer match about $117,900 at 4% or $78,600 at 6%.
200416$1,654,009$51,588$8,598iApproximate average salary by contribution assumption: employee only about $214,950 at 4% or $143,300 at 6%; with 50% employer match about $143,300 at 4% or $95,533 at 6%; with 100% employer match about $107,475 at 4% or $71,650 at 6%.
William a. Davis, DMD Profit Sharing Plan and Trust-6$1,654,009$51,588$8,598iApproximate average salary by contribution assumption: employee only about $214,950 at 4% or $143,300 at 6%; with 50% employer match about $143,300 at 4% or $95,533 at 6%; with 100% employer match about $107,475 at 4% or $71,650 at 6%.
200317$1,486,243$57,862$8,266iApproximate average salary by contribution assumption: employee only about $206,650 at 4% or $137,767 at 6%; with 50% employer match about $137,767 at 4% or $91,844 at 6%; with 100% employer match about $103,325 at 4% or $68,883 at 6%.
William a. Davis, DMD Profit Sharing Plan and Trust-7$1,486,243$57,862$8,266iApproximate average salary by contribution assumption: employee only about $206,650 at 4% or $137,767 at 6%; with 50% employer match about $137,767 at 4% or $91,844 at 6%; with 100% employer match about $103,325 at 4% or $68,883 at 6%.
200226$1,203,869$55,868$9,311iApproximate average salary by contribution assumption: employee only about $232,783 at 4% or $155,189 at 6%; with 50% employer match about $155,189 at 4% or $103,459 at 6%; with 100% employer match about $116,392 at 4% or $77,594 at 6%.
William a. Davis, DMD Profit Sharing Plan and Trust-6$1,203,869$55,868$9,311iApproximate average salary by contribution assumption: employee only about $232,783 at 4% or $155,189 at 6%; with 50% employer match about $155,189 at 4% or $103,459 at 6%; with 100% employer match about $116,392 at 4% or $77,594 at 6%.
William a. Davis, DMD Money Purchase Pension Plan-0---
200126$0$0-
William a. Davis, DMD Money Purchase Pension Plan-6---
William a. Davis, DMD Profit Sharing Plan and Trust-6---
200025$1,166,574$41,083$8,217iApproximate average salary by contribution assumption: employee only about $205,415 at 4% or $136,943 at 6%; with 50% employer match about $136,943 at 4% or $91,296 at 6%; with 100% employer match about $102,708 at 4% or $68,472 at 6%.
William a. Davis, DMD Profit Sharing Plan and Trust-5$1,089,881$28,762$5,752iApproximate average salary by contribution assumption: employee only about $143,810 at 4% or $95,873 at 6%; with 50% employer match about $95,873 at 4% or $63,916 at 6%; with 100% employer match about $71,905 at 4% or $47,937 at 6%.
William a. Davis, DMD Money Purchase Pension Plan-5$76,693$12,321$2,464iApproximate average salary by contribution assumption: employee only about $61,605 at 4% or $41,070 at 6%; with 50% employer match about $41,070 at 4% or $27,380 at 6%; with 100% employer match about $30,802 at 4% or $20,535 at 6%.
199925$1,197,212$43,241$8,648iApproximate average salary by contribution assumption: employee only about $216,205 at 4% or $144,137 at 6%; with 50% employer match about $144,137 at 4% or $96,091 at 6%; with 100% employer match about $108,103 at 4% or $72,068 at 6%.
William a. Davis, DMD Profit Sharing Plan and Trust-5$1,118,700$31,007$6,201iApproximate average salary by contribution assumption: employee only about $155,035 at 4% or $103,357 at 6%; with 50% employer match about $103,357 at 4% or $68,904 at 6%; with 100% employer match about $77,518 at 4% or $51,678 at 6%.
William a. Davis, DMD Money Purchase Pension Plan-5$78,512$12,234$2,447iApproximate average salary by contribution assumption: employee only about $61,170 at 4% or $40,780 at 6%; with 50% employer match about $40,780 at 4% or $27,187 at 6%; with 100% employer match about $30,585 at 4% or $20,390 at 6%.