Civic Intelligence

M. L. Davis Insurance Agency

Plan context: M. L. Davis Insurance Agency 401(K) Profit Sharing Plan

EIN 63-0846621 • Fort Payne, AL • 19 filings • 3 plans

PO Box 680575Fort Payne, AL 35968-1606
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$513,222

2018 Contributions

$70

Historical Graphs

Total Assets Over Time

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

$586,373$293,187$0200020092017YearValue
$513,222Latest year 2017

Participants Over Time

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

530200020092017YearValue
2Latest year 2017

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
201810$0$0-
M. L. Davis Insurance Agency 401(K) Profit Sharing Plan-0$0--
201712$513,222$0-
M. L. Davis Insurance Agency 401(K) Profit Sharing Plan-2$513,222$0-
201612$504,387$0-
M. L. Davis Insurance Agency 401(K) Profit Sharing Plan-2$504,387$0-
201512$488,587$70$35iApproximate average salary by contribution assumption: employee only about $875 at 4% or $583 at 6%; with 50% employer match about $583 at 4% or $389 at 6%; with 100% employer match about $438 at 4% or $292 at 6%.
M. L. Davis Insurance Agency 401(K) Profit Sharing Plan-2$488,587$70$35iApproximate average salary by contribution assumption: employee only about $875 at 4% or $583 at 6%; with 50% employer match about $583 at 4% or $389 at 6%; with 100% employer match about $438 at 4% or $292 at 6%.
201412$472,690$0-
M. L. Davis Insurance Agency 401(K) Profit Sharing Plan-2$472,690$0-
201312$457,376$4,667$2,334iApproximate average salary by contribution assumption: employee only about $58,338 at 4% or $38,892 at 6%; with 50% employer match about $38,892 at 4% or $25,928 at 6%; with 100% employer match about $29,169 at 4% or $19,446 at 6%.
M. L. Davis Insurance Agency 401(K) Profit Sharing Plan-2$457,376$4,667$2,334iApproximate average salary by contribution assumption: employee only about $58,338 at 4% or $38,892 at 6%; with 50% employer match about $38,892 at 4% or $25,928 at 6%; with 100% employer match about $29,169 at 4% or $19,446 at 6%.
201215$586,373$49,015$9,803iApproximate average salary by contribution assumption: employee only about $245,075 at 4% or $163,383 at 6%; with 50% employer match about $163,383 at 4% or $108,922 at 6%; with 100% employer match about $122,538 at 4% or $81,692 at 6%.
M. L. Davis Insurance Agency 401(K) Profit Sharing Plan-5$586,373$49,015$9,803iApproximate average salary by contribution assumption: employee only about $245,075 at 4% or $163,383 at 6%; with 50% employer match about $163,383 at 4% or $108,922 at 6%; with 100% employer match about $122,538 at 4% or $81,692 at 6%.
201115$509,650$40,527$8,105iApproximate average salary by contribution assumption: employee only about $202,635 at 4% or $135,090 at 6%; with 50% employer match about $135,090 at 4% or $90,060 at 6%; with 100% employer match about $101,318 at 4% or $67,545 at 6%.
M. L. Davis Insurance Agency 401(K) Profit Sharing Plan-5$509,650$40,527$8,105iApproximate average salary by contribution assumption: employee only about $202,635 at 4% or $135,090 at 6%; with 50% employer match about $135,090 at 4% or $90,060 at 6%; with 100% employer match about $101,318 at 4% or $67,545 at 6%.
201015$451,855$45,683$9,137iApproximate average salary by contribution assumption: employee only about $228,415 at 4% or $152,277 at 6%; with 50% employer match about $152,277 at 4% or $101,518 at 6%; with 100% employer match about $114,208 at 4% or $76,138 at 6%.
M. L. Davis Insurance Agency 401(K) Profit Sharing Plan-5$451,855$45,683$9,137iApproximate average salary by contribution assumption: employee only about $228,415 at 4% or $152,277 at 6%; with 50% employer match about $152,277 at 4% or $101,518 at 6%; with 100% employer match about $114,208 at 4% or $76,138 at 6%.
200915$388,198$41,177$8,235iApproximate average salary by contribution assumption: employee only about $205,885 at 4% or $137,257 at 6%; with 50% employer match about $137,257 at 4% or $91,504 at 6%; with 100% employer match about $102,943 at 4% or $68,628 at 6%.
M. L. Davis Insurance Agency 401(K) Profit Sharing Plan-5$388,198$41,177$8,235iApproximate average salary by contribution assumption: employee only about $205,885 at 4% or $137,257 at 6%; with 50% employer match about $137,257 at 4% or $91,504 at 6%; with 100% employer match about $102,943 at 4% or $68,628 at 6%.
200814$320,491$39,412$9,853iApproximate average salary by contribution assumption: employee only about $246,325 at 4% or $164,217 at 6%; with 50% employer match about $164,217 at 4% or $109,478 at 6%; with 100% employer match about $123,163 at 4% or $82,108 at 6%.
M. L. Davis Insurance Agency 401(K) Profit Sharing Plan-4$320,491$39,412$9,853iApproximate average salary by contribution assumption: employee only about $246,325 at 4% or $164,217 at 6%; with 50% employer match about $164,217 at 4% or $109,478 at 6%; with 100% employer match about $123,163 at 4% or $82,108 at 6%.
200713$276,335$34,089$11,363iApproximate average salary by contribution assumption: employee only about $284,075 at 4% or $189,383 at 6%; with 50% employer match about $189,383 at 4% or $126,256 at 6%; with 100% employer match about $142,038 at 4% or $94,692 at 6%.
M. L. Davis Insurance Agency 401(K) Profit Sharing Plan-3$276,335$34,089$11,363iApproximate average salary by contribution assumption: employee only about $284,075 at 4% or $189,383 at 6%; with 50% employer match about $189,383 at 4% or $126,256 at 6%; with 100% employer match about $142,038 at 4% or $94,692 at 6%.
200612$230,009$26,364$13,182iApproximate average salary by contribution assumption: employee only about $329,550 at 4% or $219,700 at 6%; with 50% employer match about $219,700 at 4% or $146,467 at 6%; with 100% employer match about $164,775 at 4% or $109,850 at 6%.
M. L. Davis Insurance Agency 401(K) Profit Sharing Plan-2$230,009$26,364$13,182iApproximate average salary by contribution assumption: employee only about $329,550 at 4% or $219,700 at 6%; with 50% employer match about $219,700 at 4% or $146,467 at 6%; with 100% employer match about $164,775 at 4% or $109,850 at 6%.
200514$193,639$23,536$5,884iApproximate average salary by contribution assumption: employee only about $147,100 at 4% or $98,067 at 6%; with 50% employer match about $98,067 at 4% or $65,378 at 6%; with 100% employer match about $73,550 at 4% or $49,033 at 6%.
M. L. Davis Insurance Agency 401(K) Profit Sharing Plan-4$193,639$23,536$5,884iApproximate average salary by contribution assumption: employee only about $147,100 at 4% or $98,067 at 6%; with 50% employer match about $98,067 at 4% or $65,378 at 6%; with 100% employer match about $73,550 at 4% or $49,033 at 6%.
200414$161,897$21,035$5,259iApproximate average salary by contribution assumption: employee only about $131,469 at 4% or $87,646 at 6%; with 50% employer match about $87,646 at 4% or $58,431 at 6%; with 100% employer match about $65,734 at 4% or $43,823 at 6%.
M. L. Davis Insurance Agency 401(K) Profit Sharing Plan-4$161,897$21,035$5,259iApproximate average salary by contribution assumption: employee only about $131,469 at 4% or $87,646 at 6%; with 50% employer match about $87,646 at 4% or $58,431 at 6%; with 100% employer match about $65,734 at 4% or $43,823 at 6%.
200313$133,929$16,703$5,568iApproximate average salary by contribution assumption: employee only about $139,192 at 4% or $92,794 at 6%; with 50% employer match about $92,794 at 4% or $61,863 at 6%; with 100% employer match about $69,596 at 4% or $46,397 at 6%.
M. L. Davis Insurance Agency 401(K) Profit Sharing Plan-3$133,929$16,703$5,568iApproximate average salary by contribution assumption: employee only about $139,192 at 4% or $92,794 at 6%; with 50% employer match about $92,794 at 4% or $61,863 at 6%; with 100% employer match about $69,596 at 4% or $46,397 at 6%.
200213$109,639$65,608$21,869iApproximate average salary by contribution assumption: employee only about $546,733 at 4% or $364,489 at 6%; with 50% employer match about $364,489 at 4% or $242,993 at 6%; with 100% employer match about $273,367 at 4% or $182,244 at 6%.
M. L. Davis Insurance Agency 401(K) Profit Sharing Plan-3$109,639$65,608$21,869iApproximate average salary by contribution assumption: employee only about $546,733 at 4% or $364,489 at 6%; with 50% employer match about $364,489 at 4% or $242,993 at 6%; with 100% employer match about $273,367 at 4% or $182,244 at 6%.
200113$44,077$20,644$6,881iApproximate average salary by contribution assumption: employee only about $172,033 at 4% or $114,689 at 6%; with 50% employer match about $114,689 at 4% or $76,459 at 6%; with 100% employer match about $86,017 at 4% or $57,344 at 6%.
M. L. Davis Insurance Agency 401(K) Profit Sharing Plan-3$44,077$20,644$6,881iApproximate average salary by contribution assumption: employee only about $172,033 at 4% or $114,689 at 6%; with 50% employer match about $114,689 at 4% or $76,459 at 6%; with 100% employer match about $86,017 at 4% or $57,344 at 6%.
200012$24,011$13,788$6,894iApproximate average salary by contribution assumption: employee only about $172,350 at 4% or $114,900 at 6%; with 50% employer match about $114,900 at 4% or $76,600 at 6%; with 100% employer match about $86,175 at 4% or $57,450 at 6%.
M. L. Davis Insurance Agency 401(K) Profit Sharing Plan-2$24,011$13,788$6,894iApproximate average salary by contribution assumption: employee only about $172,350 at 4% or $114,900 at 6%; with 50% employer match about $114,900 at 4% or $76,600 at 6%; with 100% employer match about $86,175 at 4% or $57,450 at 6%.