Current Snapshot
Latest Year
2024
2024 Participants
83
2024 Assets
$4,430,935
2024 Contributions
$76,509
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $76,509 | - |
| Davies Us 401K | - | 0 | $0 | $76,509 | - |
| 2023 | 1 | 83 | $4,430,935 | $1,020,370 | $12,294iApproximate average salary by contribution assumption: employee only about $307,340 at 4% or $204,894 at 6%; with 50% employer match about $204,894 at 4% or $136,596 at 6%; with 100% employer match about $153,670 at 4% or $102,447 at 6%. |
| Davies Us 401K | - | 83 | $4,430,935 | $1,020,370 | $12,294iApproximate average salary by contribution assumption: employee only about $307,340 at 4% or $204,894 at 6%; with 50% employer match about $204,894 at 4% or $136,596 at 6%; with 100% employer match about $153,670 at 4% or $102,447 at 6%. |
| 2022 | 1 | 57 | $3,035,594 | $824,316 | $14,462iApproximate average salary by contribution assumption: employee only about $361,542 at 4% or $241,028 at 6%; with 50% employer match about $241,028 at 4% or $160,685 at 6%; with 100% employer match about $180,771 at 4% or $120,514 at 6%. |
| Davies Us 401K | - | 57 | $3,035,594 | $824,316 | $14,462iApproximate average salary by contribution assumption: employee only about $361,542 at 4% or $241,028 at 6%; with 50% employer match about $241,028 at 4% or $160,685 at 6%; with 100% employer match about $180,771 at 4% or $120,514 at 6%. |
| 2021 | 1 | 42 | $2,699,078 | $514,463 | $12,249iApproximate average salary by contribution assumption: employee only about $306,228 at 4% or $204,152 at 6%; with 50% employer match about $204,152 at 4% or $136,101 at 6%; with 100% employer match about $153,114 at 4% or $102,076 at 6%. |
| Davies Us 401K | - | 42 | $2,699,078 | $514,463 | $12,249iApproximate average salary by contribution assumption: employee only about $306,228 at 4% or $204,152 at 6%; with 50% employer match about $204,152 at 4% or $136,101 at 6%; with 100% employer match about $153,114 at 4% or $102,076 at 6%. |
| 2020 | 1 | 30 | $1,894,023 | $373,634 | $12,454iApproximate average salary by contribution assumption: employee only about $311,362 at 4% or $207,574 at 6%; with 50% employer match about $207,574 at 4% or $138,383 at 6%; with 100% employer match about $155,681 at 4% or $103,787 at 6%. |
| Davies Us 401K | - | 30 | $1,894,023 | $373,634 | $12,454iApproximate average salary by contribution assumption: employee only about $311,362 at 4% or $207,574 at 6%; with 50% employer match about $207,574 at 4% or $138,383 at 6%; with 100% employer match about $155,681 at 4% or $103,787 at 6%. |
| 2019 | 1 | 12 | $1,287,280 | $1,050,872 | $87,573iApproximate average salary by contribution assumption: employee only about $2,189,317 at 4% or $1,459,544 at 6%; with 50% employer match about $1,459,544 at 4% or $973,030 at 6%; with 100% employer match about $1,094,658 at 4% or $729,772 at 6%. |
| Davies Us 401K | - | 12 | $1,287,280 | $1,050,872 | $87,573iApproximate average salary by contribution assumption: employee only about $2,189,317 at 4% or $1,459,544 at 6%; with 50% employer match about $1,459,544 at 4% or $973,030 at 6%; with 100% employer match about $1,094,658 at 4% or $729,772 at 6%. |
| 2018 | 1 | 6 | $63,301 | $68,908 | $11,485iApproximate average salary by contribution assumption: employee only about $287,117 at 4% or $191,411 at 6%; with 50% employer match about $191,411 at 4% or $127,607 at 6%; with 100% employer match about $143,558 at 4% or $95,706 at 6%. |
| Davies Us 401K | - | 6 | $63,301 | $68,908 | $11,485iApproximate average salary by contribution assumption: employee only about $287,117 at 4% or $191,411 at 6%; with 50% employer match about $191,411 at 4% or $127,607 at 6%; with 100% employer match about $143,558 at 4% or $95,706 at 6%. |
| 2010 | 1 | 0 | $0 | $99,201 | - |
| John Heath & Company Inc. 401(K) and Profit Sharing Plan | - | 0 | $0 | $99,201 | - |
| 2009 | 1 | 9 | $764,140 | $114,912 | $12,768iApproximate average salary by contribution assumption: employee only about $319,200 at 4% or $212,800 at 6%; with 50% employer match about $212,800 at 4% or $141,867 at 6%; with 100% employer match about $159,600 at 4% or $106,400 at 6%. |
| John Heath & Company Inc. 401(K) and Profit Sharing Plan | - | 9 | $764,140 | $114,912 | $12,768iApproximate average salary by contribution assumption: employee only about $319,200 at 4% or $212,800 at 6%; with 50% employer match about $212,800 at 4% or $141,867 at 6%; with 100% employer match about $159,600 at 4% or $106,400 at 6%. |
| 2008 | 1 | 10 | $494,393 | $130,166 | $13,017iApproximate average salary by contribution assumption: employee only about $325,415 at 4% or $216,943 at 6%; with 50% employer match about $216,943 at 4% or $144,629 at 6%; with 100% employer match about $162,708 at 4% or $108,472 at 6%. |
| John Heath & Company Inc. 401(K) and Profit Sharing Plan | - | 10 | $494,393 | $130,166 | $13,017iApproximate average salary by contribution assumption: employee only about $325,415 at 4% or $216,943 at 6%; with 50% employer match about $216,943 at 4% or $144,629 at 6%; with 100% employer match about $162,708 at 4% or $108,472 at 6%. |
| 2007 | 1 | 11 | $574,522 | $128,952 | $11,723iApproximate average salary by contribution assumption: employee only about $293,073 at 4% or $195,382 at 6%; with 50% employer match about $195,382 at 4% or $130,255 at 6%; with 100% employer match about $146,536 at 4% or $97,691 at 6%. |
| John Heath & Company Inc. 401(K) and Profit Sharing Plan | - | 11 | $574,522 | $128,952 | $11,723iApproximate average salary by contribution assumption: employee only about $293,073 at 4% or $195,382 at 6%; with 50% employer match about $195,382 at 4% or $130,255 at 6%; with 100% employer match about $146,536 at 4% or $97,691 at 6%. |
| 2006 | 1 | 10 | $419,011 | $109,728 | $10,973iApproximate average salary by contribution assumption: employee only about $274,320 at 4% or $182,880 at 6%; with 50% employer match about $182,880 at 4% or $121,920 at 6%; with 100% employer match about $137,160 at 4% or $91,440 at 6%. |
| John Heath & Company Inc. 401(K) and Profit Sharing Plan | - | 10 | $419,011 | $109,728 | $10,973iApproximate average salary by contribution assumption: employee only about $274,320 at 4% or $182,880 at 6%; with 50% employer match about $182,880 at 4% or $121,920 at 6%; with 100% employer match about $137,160 at 4% or $91,440 at 6%. |
| 2005 | 1 | 8 | $283,168 | $89,789 | $11,224iApproximate average salary by contribution assumption: employee only about $280,591 at 4% or $187,060 at 6%; with 50% employer match about $187,060 at 4% or $124,707 at 6%; with 100% employer match about $140,295 at 4% or $93,530 at 6%. |
| John Heath & Company Inc. 401(K) and Profit Sharing Plan | - | 8 | $283,168 | $89,789 | $11,224iApproximate average salary by contribution assumption: employee only about $280,591 at 4% or $187,060 at 6%; with 50% employer match about $187,060 at 4% or $124,707 at 6%; with 100% employer match about $140,295 at 4% or $93,530 at 6%. |
| 2004 | 1 | 8 | $180,230 | $86,922 | $10,865iApproximate average salary by contribution assumption: employee only about $271,631 at 4% or $181,088 at 6%; with 50% employer match about $181,088 at 4% or $120,725 at 6%; with 100% employer match about $135,816 at 4% or $90,544 at 6%. |
| John Heath & Company Inc. 401(K) and Profit Sharing Plan | - | 8 | $180,230 | $86,922 | $10,865iApproximate average salary by contribution assumption: employee only about $271,631 at 4% or $181,088 at 6%; with 50% employer match about $181,088 at 4% or $120,725 at 6%; with 100% employer match about $135,816 at 4% or $90,544 at 6%. |
| 2003 | 2 | 7 | $89,911 | $86,189 | $12,313iApproximate average salary by contribution assumption: employee only about $307,818 at 4% or $205,212 at 6%; with 50% employer match about $205,212 at 4% or $136,808 at 6%; with 100% employer match about $153,909 at 4% or $102,606 at 6%. |
| John Heath & Company Inc. 401(K) and Profit Sharing Plan | - | 7 | $89,911 | $86,189 | $12,313iApproximate average salary by contribution assumption: employee only about $307,818 at 4% or $205,212 at 6%; with 50% employer match about $205,212 at 4% or $136,808 at 6%; with 100% employer match about $153,909 at 4% or $102,606 at 6%. |
| Davies Us 401K | - | 0 | - | - | - |
| 2002 | 1 | 5 | $0 | $0 | - |
| Davies Us 401K | - | 5 | - | - | - |