Civic Intelligence

Phillip G. Davis MD Pa

Plan context: Phillip G. Davis MD Pa 401K Plan

EIN 65-0860579 • Fort Myers, FL • 23 filings • 2 plans

7560 Winkler RdFort Myers, FL 33908
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,700,407

2024 Contributions

$116,791

Historical Graphs

Total Assets Over Time

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

$2,700,407$1,350,204$0200220132024YearValue
$2,700,407Latest year 2024

Participants Over Time

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

1160200220132024YearValue
9Latest year 2024

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
202419$2,700,407$116,791$12,977iApproximate average salary by contribution assumption: employee only about $324,419 at 4% or $216,280 at 6%; with 50% employer match about $216,280 at 4% or $144,186 at 6%; with 100% employer match about $162,210 at 4% or $108,140 at 6%.
Phillip G. Davis MD Pa 401K Plan-9$2,700,407$116,791$12,977iApproximate average salary by contribution assumption: employee only about $324,419 at 4% or $216,280 at 6%; with 50% employer match about $216,280 at 4% or $144,186 at 6%; with 100% employer match about $162,210 at 4% or $108,140 at 6%.
202316$2,455,891$122,583$20,431iApproximate average salary by contribution assumption: employee only about $510,763 at 4% or $340,508 at 6%; with 50% employer match about $340,508 at 4% or $227,006 at 6%; with 100% employer match about $255,381 at 4% or $170,254 at 6%.
Phillip G. Davis MD Pa 401K Plan-6$2,455,891$122,583$20,431iApproximate average salary by contribution assumption: employee only about $510,763 at 4% or $340,508 at 6%; with 50% employer match about $340,508 at 4% or $227,006 at 6%; with 100% employer match about $255,381 at 4% or $170,254 at 6%.
2022111$2,319,416$85,584$7,780iApproximate average salary by contribution assumption: employee only about $194,509 at 4% or $129,673 at 6%; with 50% employer match about $129,673 at 4% or $86,448 at 6%; with 100% employer match about $97,255 at 4% or $64,836 at 6%.
Phillip G. Davis MD Pa 401K Plan-11$2,319,416$85,584$7,780iApproximate average salary by contribution assumption: employee only about $194,509 at 4% or $129,673 at 6%; with 50% employer match about $129,673 at 4% or $86,448 at 6%; with 100% employer match about $97,255 at 4% or $64,836 at 6%.
202113$2,144,267$78,390$26,130iApproximate average salary by contribution assumption: employee only about $653,250 at 4% or $435,500 at 6%; with 50% employer match about $435,500 at 4% or $290,333 at 6%; with 100% employer match about $326,625 at 4% or $217,750 at 6%.
Phillip G. Davis MD Pa 401K Plan-3$2,144,267$78,390$26,130iApproximate average salary by contribution assumption: employee only about $653,250 at 4% or $435,500 at 6%; with 50% employer match about $435,500 at 4% or $290,333 at 6%; with 100% employer match about $326,625 at 4% or $217,750 at 6%.
202018$1,951,561$66,618$8,327iApproximate average salary by contribution assumption: employee only about $208,181 at 4% or $138,788 at 6%; with 50% employer match about $138,788 at 4% or $92,525 at 6%; with 100% employer match about $104,091 at 4% or $69,394 at 6%.
Phillip G. Davis MD Pa 401K Plan-8$1,951,561$66,618$8,327iApproximate average salary by contribution assumption: employee only about $208,181 at 4% or $138,788 at 6%; with 50% employer match about $138,788 at 4% or $92,525 at 6%; with 100% employer match about $104,091 at 4% or $69,394 at 6%.
201916$1,744,288$56,251$9,375iApproximate average salary by contribution assumption: employee only about $234,379 at 4% or $156,253 at 6%; with 50% employer match about $156,253 at 4% or $104,169 at 6%; with 100% employer match about $117,190 at 4% or $78,126 at 6%.
Phillip G. Davis MD Pa 401K Plan-6$1,744,288$56,251$9,375iApproximate average salary by contribution assumption: employee only about $234,379 at 4% or $156,253 at 6%; with 50% employer match about $156,253 at 4% or $104,169 at 6%; with 100% employer match about $117,190 at 4% or $78,126 at 6%.
201813$1,632,891$53,789$17,930iApproximate average salary by contribution assumption: employee only about $448,242 at 4% or $298,828 at 6%; with 50% employer match about $298,828 at 4% or $199,219 at 6%; with 100% employer match about $224,121 at 4% or $149,414 at 6%.
Phillip G. Davis MD Pa 401K Plan-3$1,632,891$53,789$17,930iApproximate average salary by contribution assumption: employee only about $448,242 at 4% or $298,828 at 6%; with 50% employer match about $298,828 at 4% or $199,219 at 6%; with 100% employer match about $224,121 at 4% or $149,414 at 6%.
201713$1,408,519$55,550$18,517iApproximate average salary by contribution assumption: employee only about $462,917 at 4% or $308,611 at 6%; with 50% employer match about $308,611 at 4% or $205,741 at 6%; with 100% employer match about $231,458 at 4% or $154,306 at 6%.
Phillip G. Davis MD Pa 401K Plan-3$1,408,519$55,550$18,517iApproximate average salary by contribution assumption: employee only about $462,917 at 4% or $308,611 at 6%; with 50% employer match about $308,611 at 4% or $205,741 at 6%; with 100% employer match about $231,458 at 4% or $154,306 at 6%.
201614$1,281,954$50,070$12,518iApproximate average salary by contribution assumption: employee only about $312,938 at 4% or $208,625 at 6%; with 50% employer match about $208,625 at 4% or $139,083 at 6%; with 100% employer match about $156,469 at 4% or $104,313 at 6%.
Phillip G. Davis MD Pa 401K Plan-4$1,281,954$50,070$12,518iApproximate average salary by contribution assumption: employee only about $312,938 at 4% or $208,625 at 6%; with 50% employer match about $208,625 at 4% or $139,083 at 6%; with 100% employer match about $156,469 at 4% or $104,313 at 6%.
201514$1,231,590$53,001$13,250iApproximate average salary by contribution assumption: employee only about $331,256 at 4% or $220,838 at 6%; with 50% employer match about $220,838 at 4% or $147,225 at 6%; with 100% employer match about $165,628 at 4% or $110,419 at 6%.
Phillip G. Davis MD Pa 401K Plan-4$1,231,590$53,001$13,250iApproximate average salary by contribution assumption: employee only about $331,256 at 4% or $220,838 at 6%; with 50% employer match about $220,838 at 4% or $147,225 at 6%; with 100% employer match about $165,628 at 4% or $110,419 at 6%.
201415$1,230,622$63,784$12,757iApproximate average salary by contribution assumption: employee only about $318,920 at 4% or $212,613 at 6%; with 50% employer match about $212,613 at 4% or $141,742 at 6%; with 100% employer match about $159,460 at 4% or $106,307 at 6%.
Phillip G. Davis MD Pa 401K Plan-5$1,230,622$63,784$12,757iApproximate average salary by contribution assumption: employee only about $318,920 at 4% or $212,613 at 6%; with 50% employer match about $212,613 at 4% or $141,742 at 6%; with 100% employer match about $159,460 at 4% or $106,307 at 6%.
201315$1,152,497$50,543$10,109iApproximate average salary by contribution assumption: employee only about $252,715 at 4% or $168,477 at 6%; with 50% employer match about $168,477 at 4% or $112,318 at 6%; with 100% employer match about $126,358 at 4% or $84,238 at 6%.
Phillip G. Davis MD Pa 401K Plan-5$1,152,497$50,543$10,109iApproximate average salary by contribution assumption: employee only about $252,715 at 4% or $168,477 at 6%; with 50% employer match about $168,477 at 4% or $112,318 at 6%; with 100% employer match about $126,358 at 4% or $84,238 at 6%.
201214$831,721$404,990$101,248iApproximate average salary by contribution assumption: employee only about $2,531,188 at 4% or $1,687,458 at 6%; with 50% employer match about $1,687,458 at 4% or $1,124,972 at 6%; with 100% employer match about $1,265,594 at 4% or $843,729 at 6%.
Phillip G. Davis MD Pa 401K Plan-4$831,721$404,990$101,248iApproximate average salary by contribution assumption: employee only about $2,531,188 at 4% or $1,687,458 at 6%; with 50% employer match about $1,687,458 at 4% or $1,124,972 at 6%; with 100% employer match about $1,265,594 at 4% or $843,729 at 6%.
201112$415,358$44,421$22,211iApproximate average salary by contribution assumption: employee only about $555,263 at 4% or $370,175 at 6%; with 50% employer match about $370,175 at 4% or $246,783 at 6%; with 100% employer match about $277,631 at 4% or $185,088 at 6%.
Phillip G. Davis MD Pa 401K Plan-2$415,358$44,421$22,211iApproximate average salary by contribution assumption: employee only about $555,263 at 4% or $370,175 at 6%; with 50% employer match about $370,175 at 4% or $246,783 at 6%; with 100% employer match about $277,631 at 4% or $185,088 at 6%.
201014$423,325$46,924$11,731iApproximate average salary by contribution assumption: employee only about $293,275 at 4% or $195,517 at 6%; with 50% employer match about $195,517 at 4% or $130,344 at 6%; with 100% employer match about $146,638 at 4% or $97,758 at 6%.
Phillip G. Davis MD Pa 401K Plan-4$423,325$46,924$11,731iApproximate average salary by contribution assumption: employee only about $293,275 at 4% or $195,517 at 6%; with 50% employer match about $195,517 at 4% or $130,344 at 6%; with 100% employer match about $146,638 at 4% or $97,758 at 6%.
200919$333,510$42,018$4,669iApproximate average salary by contribution assumption: employee only about $116,717 at 4% or $77,811 at 6%; with 50% employer match about $77,811 at 4% or $51,874 at 6%; with 100% employer match about $58,358 at 4% or $38,906 at 6%.
Phillip G. Davis MD Pa 401K Plan-9$333,510$42,018$4,669iApproximate average salary by contribution assumption: employee only about $116,717 at 4% or $77,811 at 6%; with 50% employer match about $77,811 at 4% or $51,874 at 6%; with 100% employer match about $58,358 at 4% or $38,906 at 6%.
200819$232,075$49,161$5,462iApproximate average salary by contribution assumption: employee only about $136,558 at 4% or $91,039 at 6%; with 50% employer match about $91,039 at 4% or $60,693 at 6%; with 100% employer match about $68,279 at 4% or $45,519 at 6%.
Phillip G. Davis MD Pa 401K Plan-9$232,075$49,161$5,462iApproximate average salary by contribution assumption: employee only about $136,558 at 4% or $91,039 at 6%; with 50% employer match about $91,039 at 4% or $60,693 at 6%; with 100% employer match about $68,279 at 4% or $45,519 at 6%.
200716$268,468$37,866$6,311iApproximate average salary by contribution assumption: employee only about $157,775 at 4% or $105,183 at 6%; with 50% employer match about $105,183 at 4% or $70,122 at 6%; with 100% employer match about $78,888 at 4% or $52,592 at 6%.
Phillip G. Davis MD Pa 401K Plan-6$268,468$37,866$6,311iApproximate average salary by contribution assumption: employee only about $157,775 at 4% or $105,183 at 6%; with 50% employer match about $105,183 at 4% or $70,122 at 6%; with 100% employer match about $78,888 at 4% or $52,592 at 6%.
200617$219,928$37,390$5,341iApproximate average salary by contribution assumption: employee only about $133,536 at 4% or $89,024 at 6%; with 50% employer match about $89,024 at 4% or $59,349 at 6%; with 100% employer match about $66,768 at 4% or $44,512 at 6%.
Phillip G. Davis MD Pa 401K Plan-7$219,928$37,390$5,341iApproximate average salary by contribution assumption: employee only about $133,536 at 4% or $89,024 at 6%; with 50% employer match about $89,024 at 4% or $59,349 at 6%; with 100% employer match about $66,768 at 4% or $44,512 at 6%.
200515$155,627$35,229$7,046iApproximate average salary by contribution assumption: employee only about $176,145 at 4% or $117,430 at 6%; with 50% employer match about $117,430 at 4% or $78,287 at 6%; with 100% employer match about $88,073 at 4% or $58,715 at 6%.
Phillip G. Davis MD Pa 401K Plan-5$155,627$35,229$7,046iApproximate average salary by contribution assumption: employee only about $176,145 at 4% or $117,430 at 6%; with 50% employer match about $117,430 at 4% or $78,287 at 6%; with 100% employer match about $88,073 at 4% or $58,715 at 6%.
200417$113,747$64,225$9,175iApproximate average salary by contribution assumption: employee only about $229,375 at 4% or $152,917 at 6%; with 50% employer match about $152,917 at 4% or $101,944 at 6%; with 100% employer match about $114,688 at 4% or $76,458 at 6%.
Phillip G. Davis MD Pa 401K Plan-7$113,747$64,225$9,175iApproximate average salary by contribution assumption: employee only about $229,375 at 4% or $152,917 at 6%; with 50% employer match about $152,917 at 4% or $101,944 at 6%; with 100% employer match about $114,688 at 4% or $76,458 at 6%.
200316$40,477$31,002$5,167iApproximate average salary by contribution assumption: employee only about $129,175 at 4% or $86,117 at 6%; with 50% employer match about $86,117 at 4% or $57,411 at 6%; with 100% employer match about $64,588 at 4% or $43,058 at 6%.
Phillip G. Davis MD Pa 401K Plan-6$40,477$31,002$5,167iApproximate average salary by contribution assumption: employee only about $129,175 at 4% or $86,117 at 6%; with 50% employer match about $86,117 at 4% or $57,411 at 6%; with 100% employer match about $64,588 at 4% or $43,058 at 6%.
200213$2,626$2,616$872iApproximate average salary by contribution assumption: employee only about $21,800 at 4% or $14,533 at 6%; with 50% employer match about $14,533 at 4% or $9,689 at 6%; with 100% employer match about $10,900 at 4% or $7,267 at 6%.
Phillip G. Davis MD Pa 401K Plan-3$2,626$2,616$872iApproximate average salary by contribution assumption: employee only about $21,800 at 4% or $14,533 at 6%; with 50% employer match about $14,533 at 4% or $9,689 at 6%; with 100% employer match about $10,900 at 4% or $7,267 at 6%.