Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$316,150
2025 Contributions
$258,639
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $316,150 | $0 | - |
| Davies 401K Plan | - | 2 | $316,150 | - | - |
| 2024 | 1 | 2 | $2,857,082 | $0 | - |
| Davies 401K Plan | - | 2 | $2,857,082 | - | - |
| 2023 | 3 | 17 | $8,732,015 | $258,639 | $15,214iApproximate average salary by contribution assumption: employee only about $380,351 at 4% or $253,568 at 6%; with 50% employer match about $253,568 at 4% or $169,045 at 6%; with 100% employer match about $190,176 at 4% or $126,784 at 6%. |
| Donahue 401K Profit Sharing Plan | - | 1 | $4,175,286 | $74,350 | $74,350iApproximate average salary by contribution assumption: employee only about $1,858,750 at 4% or $1,239,167 at 6%; with 50% employer match about $1,239,167 at 4% or $826,111 at 6%; with 100% employer match about $929,375 at 4% or $619,583 at 6%. |
| Davies 401K Plan | - | 2 | $2,659,692 | $78,756 | $39,378iApproximate average salary by contribution assumption: employee only about $984,450 at 4% or $656,300 at 6%; with 50% employer match about $656,300 at 4% or $437,533 at 6%; with 100% employer match about $492,225 at 4% or $328,150 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 17 | $1,897,037 | $105,533 | $6,208iApproximate average salary by contribution assumption: employee only about $155,196 at 4% or $103,464 at 6%; with 50% employer match about $103,464 at 4% or $68,976 at 6%; with 100% employer match about $77,598 at 4% or $51,732 at 6%. |
| 2022 | 3 | 19 | $8,144,629 | $247,370 | $13,019iApproximate average salary by contribution assumption: employee only about $325,487 at 4% or $216,991 at 6%; with 50% employer match about $216,991 at 4% or $144,661 at 6%; with 100% employer match about $162,743 at 4% or $108,496 at 6%. |
| Donahue 401K Profit Sharing Plan | - | 2 | $3,990,145 | $68,700 | $34,350iApproximate average salary by contribution assumption: employee only about $858,750 at 4% or $572,500 at 6%; with 50% employer match about $572,500 at 4% or $381,667 at 6%; with 100% employer match about $429,375 at 4% or $286,250 at 6%. |
| Davies 401K Plan | - | 2 | $2,406,429 | $33,831 | $16,916iApproximate average salary by contribution assumption: employee only about $422,888 at 4% or $281,925 at 6%; with 50% employer match about $281,925 at 4% or $187,950 at 6%; with 100% employer match about $211,444 at 4% or $140,963 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 19 | $1,748,055 | $144,839 | $7,623iApproximate average salary by contribution assumption: employee only about $190,578 at 4% or $127,052 at 6%; with 50% employer match about $127,052 at 4% or $84,701 at 6%; with 100% employer match about $95,289 at 4% or $63,526 at 6%. |
| 2021 | 3 | 19 | $8,415,276 | $250,642 | $13,192iApproximate average salary by contribution assumption: employee only about $329,792 at 4% or $219,861 at 6%; with 50% employer match about $219,861 at 4% or $146,574 at 6%; with 100% employer match about $164,896 at 4% or $109,931 at 6%. |
| Donahue 401K Profit Sharing Plan | - | 2 | $3,960,633 | $65,700 | $32,850iApproximate average salary by contribution assumption: employee only about $821,250 at 4% or $547,500 at 6%; with 50% employer match about $547,500 at 4% or $365,000 at 6%; with 100% employer match about $410,625 at 4% or $273,750 at 6%. |
| Davies 401K Plan | - | 2 | $2,480,522 | $29,199 | $14,600iApproximate average salary by contribution assumption: employee only about $364,988 at 4% or $243,325 at 6%; with 50% employer match about $243,325 at 4% or $162,217 at 6%; with 100% employer match about $182,494 at 4% or $121,663 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 19 | $1,974,121 | $155,743 | $8,197iApproximate average salary by contribution assumption: employee only about $204,925 at 4% or $136,617 at 6%; with 50% employer match about $136,617 at 4% or $91,078 at 6%; with 100% employer match about $102,463 at 4% or $68,308 at 6%. |
| 2020 | 3 | 22 | $7,670,117 | $245,327 | $11,151iApproximate average salary by contribution assumption: employee only about $278,781 at 4% or $185,854 at 6%; with 50% employer match about $185,854 at 4% or $123,903 at 6%; with 100% employer match about $139,390 at 4% or $92,927 at 6%. |
| Donahue 401K Profit Sharing Plan | - | 2 | $3,532,523 | $64,700 | $32,350iApproximate average salary by contribution assumption: employee only about $808,750 at 4% or $539,167 at 6%; with 50% employer match about $539,167 at 4% or $359,444 at 6%; with 100% employer match about $404,375 at 4% or $269,583 at 6%. |
| Davies 401K Plan | - | 2 | $2,379,505 | $29,000 | $14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 22 | $1,758,089 | $151,627 | $6,892iApproximate average salary by contribution assumption: employee only about $172,303 at 4% or $114,869 at 6%; with 50% employer match about $114,869 at 4% or $76,579 at 6%; with 100% employer match about $86,152 at 4% or $57,434 at 6%. |
| 2019 | 3 | 22 | $6,669,707 | $285,331 | $12,970iApproximate average salary by contribution assumption: employee only about $324,240 at 4% or $216,160 at 6%; with 50% employer match about $216,160 at 4% or $144,107 at 6%; with 100% employer match about $162,120 at 4% or $108,080 at 6%. |
| Donahue 401K Profit Sharing Plan | - | 2 | $2,945,405 | $63,200 | $31,600iApproximate average salary by contribution assumption: employee only about $790,000 at 4% or $526,667 at 6%; with 50% employer match about $526,667 at 4% or $351,111 at 6%; with 100% employer match about $395,000 at 4% or $263,333 at 6%. |
| Davies 401K Plan | - | 2 | $2,210,550 | $29,522 | $14,761iApproximate average salary by contribution assumption: employee only about $369,025 at 4% or $246,017 at 6%; with 50% employer match about $246,017 at 4% or $164,011 at 6%; with 100% employer match about $184,513 at 4% or $123,008 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 22 | $1,513,752 | $192,609 | $8,755iApproximate average salary by contribution assumption: employee only about $218,874 at 4% or $145,916 at 6%; with 50% employer match about $145,916 at 4% or $97,277 at 6%; with 100% employer match about $109,437 at 4% or $72,958 at 6%. |
| 2018 | 2 | 21 | $2,999,952 | $199,553 | $9,503iApproximate average salary by contribution assumption: employee only about $237,563 at 4% or $158,375 at 6%; with 50% employer match about $158,375 at 4% or $105,584 at 6%; with 100% employer match about $118,782 at 4% or $79,188 at 6%. |
| Davies 401K Plan | - | 2 | $1,888,809 | $28,698 | $14,349iApproximate average salary by contribution assumption: employee only about $358,725 at 4% or $239,150 at 6%; with 50% employer match about $239,150 at 4% or $159,433 at 6%; with 100% employer match about $179,363 at 4% or $119,575 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 21 | $1,111,143 | $170,855 | $8,136iApproximate average salary by contribution assumption: employee only about $203,399 at 4% or $135,599 at 6%; with 50% employer match about $135,599 at 4% or $90,399 at 6%; with 100% employer match about $101,699 at 4% or $67,800 at 6%. |
| 2017 | 3 | 22 | $5,227,077 | $255,087 | $11,595iApproximate average salary by contribution assumption: employee only about $289,872 at 4% or $193,248 at 6%; with 50% employer match about $193,248 at 4% or $128,832 at 6%; with 100% employer match about $144,936 at 4% or $96,624 at 6%. |
| Donahue 401K Profit Sharing Plan | - | 2 | $2,177,409 | $61,200 | $30,600iApproximate average salary by contribution assumption: employee only about $765,000 at 4% or $510,000 at 6%; with 50% employer match about $510,000 at 4% or $340,000 at 6%; with 100% employer match about $382,500 at 4% or $255,000 at 6%. |
| Davies 401K Plan | - | 2 | $2,014,635 | $28,701 | $14,351iApproximate average salary by contribution assumption: employee only about $358,763 at 4% or $239,175 at 6%; with 50% employer match about $239,175 at 4% or $159,450 at 6%; with 100% employer match about $179,381 at 4% or $119,588 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 22 | $1,035,033 | $165,186 | $7,508iApproximate average salary by contribution assumption: employee only about $187,711 at 4% or $125,141 at 6%; with 50% employer match about $125,141 at 4% or $83,427 at 6%; with 100% employer match about $93,856 at 4% or $62,570 at 6%. |
| 2016 | 3 | 22 | $4,562,152 | $254,714 | $11,578iApproximate average salary by contribution assumption: employee only about $289,448 at 4% or $192,965 at 6%; with 50% employer match about $192,965 at 4% or $128,643 at 6%; with 100% employer match about $144,724 at 4% or $96,483 at 6%. |
| Donahue 401K Profit Sharing Plan | - | 2 | $1,943,806 | $60,200 | $30,100iApproximate average salary by contribution assumption: employee only about $752,500 at 4% or $501,667 at 6%; with 50% employer match about $501,667 at 4% or $334,444 at 6%; with 100% employer match about $376,250 at 4% or $250,833 at 6%. |
| Davies 401K Plan | - | 2 | $1,748,973 | $27,996 | $13,998iApproximate average salary by contribution assumption: employee only about $349,950 at 4% or $233,300 at 6%; with 50% employer match about $233,300 at 4% or $155,533 at 6%; with 100% employer match about $174,975 at 4% or $116,650 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 22 | $869,373 | $166,518 | $7,569iApproximate average salary by contribution assumption: employee only about $189,225 at 4% or $126,150 at 6%; with 50% employer match about $126,150 at 4% or $84,100 at 6%; with 100% employer match about $94,613 at 4% or $63,075 at 6%. |
| 2015 | 3 | 25 | $4,023,931 | $229,768 | $9,191iApproximate average salary by contribution assumption: employee only about $229,768 at 4% or $153,179 at 6%; with 50% employer match about $153,179 at 4% or $102,119 at 6%; with 100% employer match about $114,884 at 4% or $76,589 at 6%. |
| Donahue 401K Profit Sharing Plan | - | 2 | $1,727,632 | $60,200 | $30,100iApproximate average salary by contribution assumption: employee only about $752,500 at 4% or $501,667 at 6%; with 50% employer match about $501,667 at 4% or $334,444 at 6%; with 100% employer match about $376,250 at 4% or $250,833 at 6%. |
| Davies 401K Plan | - | 2 | $1,572,740 | $42,906 | $21,453iApproximate average salary by contribution assumption: employee only about $536,325 at 4% or $357,550 at 6%; with 50% employer match about $357,550 at 4% or $238,367 at 6%; with 100% employer match about $268,163 at 4% or $178,775 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 25 | $723,559 | $126,662 | $5,066iApproximate average salary by contribution assumption: employee only about $126,662 at 4% or $84,441 at 6%; with 50% employer match about $84,441 at 4% or $56,294 at 6%; with 100% employer match about $63,331 at 4% or $42,221 at 6%. |
| 2014 | 3 | 22 | $3,893,250 | $218,598 | $9,936iApproximate average salary by contribution assumption: employee only about $248,407 at 4% or $165,605 at 6%; with 50% employer match about $165,605 at 4% or $110,403 at 6%; with 100% employer match about $124,203 at 4% or $82,802 at 6%. |
| Donahue 401K Profit Sharing Plan | - | 2 | $1,689,182 | $58,700 | $29,350iApproximate average salary by contribution assumption: employee only about $733,750 at 4% or $489,167 at 6%; with 50% employer match about $489,167 at 4% or $326,111 at 6%; with 100% employer match about $366,875 at 4% or $244,583 at 6%. |
| Davies 401K Plan | - | 2 | $1,589,294 | $27,784 | $13,892iApproximate average salary by contribution assumption: employee only about $347,300 at 4% or $231,533 at 6%; with 50% employer match about $231,533 at 4% or $154,356 at 6%; with 100% employer match about $173,650 at 4% or $115,767 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 22 | $614,774 | $132,114 | $6,005iApproximate average salary by contribution assumption: employee only about $150,130 at 4% or $100,086 at 6%; with 50% employer match about $100,086 at 4% or $66,724 at 6%; with 100% employer match about $75,065 at 4% or $50,043 at 6%. |
| 2013 | 3 | 21 | $3,593,113 | $278,092 | $13,242iApproximate average salary by contribution assumption: employee only about $331,062 at 4% or $220,708 at 6%; with 50% employer match about $220,708 at 4% or $147,139 at 6%; with 100% employer match about $165,531 at 4% or $110,354 at 6%. |
| Donahue 401K Profit Sharing Plan | - | 2 | $1,590,578 | $57,100 | $28,550iApproximate average salary by contribution assumption: employee only about $713,750 at 4% or $475,833 at 6%; with 50% employer match about $475,833 at 4% or $317,222 at 6%; with 100% employer match about $356,875 at 4% or $237,917 at 6%. |
| Davies 401K Plan | - | 2 | $1,523,882 | $22,750 | $11,375iApproximate average salary by contribution assumption: employee only about $284,375 at 4% or $189,583 at 6%; with 50% employer match about $189,583 at 4% or $126,389 at 6%; with 100% employer match about $142,188 at 4% or $94,792 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 21 | $478,653 | $198,242 | $9,440iApproximate average salary by contribution assumption: employee only about $236,002 at 4% or $157,335 at 6%; with 50% employer match about $157,335 at 4% or $104,890 at 6%; with 100% employer match about $118,001 at 4% or $78,667 at 6%. |
| 2012 | 3 | 14 | $2,981,064 | $119,466 | $8,533iApproximate average salary by contribution assumption: employee only about $213,332 at 4% or $142,221 at 6%; with 50% employer match about $142,221 at 4% or $94,814 at 6%; with 100% employer match about $106,666 at 4% or $71,111 at 6%. |
| Donahue 401K Profit Sharing Plan | - | 1 | $1,400,586 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Davies 401K Plan | - | 2 | $1,319,639 | $37,750 | $18,875iApproximate average salary by contribution assumption: employee only about $471,875 at 4% or $314,583 at 6%; with 50% employer match about $314,583 at 4% or $209,722 at 6%; with 100% employer match about $235,938 at 4% or $157,292 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 14 | $260,839 | $31,716 | $2,265iApproximate average salary by contribution assumption: employee only about $56,636 at 4% or $37,757 at 6%; with 50% employer match about $37,757 at 4% or $25,171 at 6%; with 100% employer match about $28,318 at 4% or $18,879 at 6%. |
| 2011 | 3 | 15 | $2,788,701 | $138,713 | $9,248iApproximate average salary by contribution assumption: employee only about $231,188 at 4% or $154,126 at 6%; with 50% employer match about $154,126 at 4% or $102,750 at 6%; with 100% employer match about $115,594 at 4% or $77,063 at 6%. |
| Donahue 401K Profit Sharing Plan | - | 1 | $1,315,003 | $73,515 | $73,515iApproximate average salary by contribution assumption: employee only about $1,837,875 at 4% or $1,225,250 at 6%; with 50% employer match about $1,225,250 at 4% or $816,833 at 6%; with 100% employer match about $918,938 at 4% or $612,625 at 6%. |
| Davies 401K Plan | - | 2 | $1,218,136 | $27,729 | $13,865iApproximate average salary by contribution assumption: employee only about $346,613 at 4% or $231,075 at 6%; with 50% employer match about $231,075 at 4% or $154,050 at 6%; with 100% employer match about $173,306 at 4% or $115,538 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 15 | $255,562 | $37,469 | $2,498iApproximate average salary by contribution assumption: employee only about $62,448 at 4% or $41,632 at 6%; with 50% employer match about $41,632 at 4% or $27,755 at 6%; with 100% employer match about $31,224 at 4% or $20,816 at 6%. |
| 2010 | 3 | 15 | $2,754,856 | $107,110 | $7,141iApproximate average salary by contribution assumption: employee only about $178,517 at 4% or $119,011 at 6%; with 50% employer match about $119,011 at 4% or $79,341 at 6%; with 100% employer match about $89,258 at 4% or $59,506 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 15 | $1,106,332 | $35,610 | $2,374iApproximate average salary by contribution assumption: employee only about $59,350 at 4% or $39,567 at 6%; with 50% employer match about $39,567 at 4% or $26,378 at 6%; with 100% employer match about $29,675 at 4% or $19,783 at 6%. |
| Donahue 401K Profit Sharing Plan | - | 1 | $895,423 | $49,000 | $49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%. |
| Davies 401K Plan | - | 2 | $753,101 | $22,500 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |
| 2009 | 1 | 14 | $2,506,059 | $104,311 | $7,451iApproximate average salary by contribution assumption: employee only about $186,270 at 4% or $124,180 at 6%; with 50% employer match about $124,180 at 4% or $82,787 at 6%; with 100% employer match about $93,135 at 4% or $62,090 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 14 | $2,506,059 | $104,311 | $7,451iApproximate average salary by contribution assumption: employee only about $186,270 at 4% or $124,180 at 6%; with 50% employer match about $124,180 at 4% or $82,787 at 6%; with 100% employer match about $93,135 at 4% or $62,090 at 6%. |
| 2008 | 1 | 13 | $2,020,371 | $70,169 | $5,398iApproximate average salary by contribution assumption: employee only about $134,940 at 4% or $89,960 at 6%; with 50% employer match about $89,960 at 4% or $59,974 at 6%; with 100% employer match about $67,470 at 4% or $44,980 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 13 | $2,020,371 | $70,169 | $5,398iApproximate average salary by contribution assumption: employee only about $134,940 at 4% or $89,960 at 6%; with 50% employer match about $89,960 at 4% or $59,974 at 6%; with 100% employer match about $67,470 at 4% or $44,980 at 6%. |
| 2007 | 1 | 13 | $0 | $0 | - |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 13 | - | - | - |
| 2006 | 1 | 14 | $4,266,761 | $160,647 | $11,475iApproximate average salary by contribution assumption: employee only about $286,870 at 4% or $191,246 at 6%; with 50% employer match about $191,246 at 4% or $127,498 at 6%; with 100% employer match about $143,435 at 4% or $95,623 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 14 | $4,266,761 | $160,647 | $11,475iApproximate average salary by contribution assumption: employee only about $286,870 at 4% or $191,246 at 6%; with 50% employer match about $191,246 at 4% or $127,498 at 6%; with 100% employer match about $143,435 at 4% or $95,623 at 6%. |
| 2005 | 1 | 12 | $3,734,805 | $148,778 | $12,398iApproximate average salary by contribution assumption: employee only about $309,954 at 4% or $206,636 at 6%; with 50% employer match about $206,636 at 4% or $137,757 at 6%; with 100% employer match about $154,977 at 4% or $103,318 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 12 | $3,734,805 | $148,778 | $12,398iApproximate average salary by contribution assumption: employee only about $309,954 at 4% or $206,636 at 6%; with 50% employer match about $206,636 at 4% or $137,757 at 6%; with 100% employer match about $154,977 at 4% or $103,318 at 6%. |
| 2004 | 1 | 12 | $3,407,426 | $143,149 | $11,929iApproximate average salary by contribution assumption: employee only about $298,227 at 4% or $198,818 at 6%; with 50% employer match about $198,818 at 4% or $132,545 at 6%; with 100% employer match about $149,114 at 4% or $99,409 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 12 | $3,407,426 | $143,149 | $11,929iApproximate average salary by contribution assumption: employee only about $298,227 at 4% or $198,818 at 6%; with 50% employer match about $198,818 at 4% or $132,545 at 6%; with 100% employer match about $149,114 at 4% or $99,409 at 6%. |
| 2003 | 2 | 10 | $2,959,115 | $147,341 | $14,734iApproximate average salary by contribution assumption: employee only about $368,353 at 4% or $245,568 at 6%; with 50% employer match about $245,568 at 4% or $163,712 at 6%; with 100% employer match about $184,176 at 4% or $122,784 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 10 | $2,959,115 | $147,341 | $14,734iApproximate average salary by contribution assumption: employee only about $368,353 at 4% or $245,568 at 6%; with 50% employer match about $245,568 at 4% or $163,712 at 6%; with 100% employer match about $184,176 at 4% or $122,784 at 6%. |
| Caulfield, Davies & Donahue Partnership Money Purchase Pension Plan | - | 0 | - | - | - |
| 2002 | 2 | 10 | $2,353,486 | $107,710 | $10,771iApproximate average salary by contribution assumption: employee only about $269,275 at 4% or $179,517 at 6%; with 50% employer match about $179,517 at 4% or $119,678 at 6%; with 100% employer match about $134,638 at 4% or $89,758 at 6%. |
| Caulfield, Davies & Donahue Partnership Money Purchase Pension Plan | - | 10 | $1,453,105 | $49,655 | $4,966iApproximate average salary by contribution assumption: employee only about $124,138 at 4% or $82,758 at 6%; with 50% employer match about $82,758 at 4% or $55,172 at 6%; with 100% employer match about $62,069 at 4% or $41,379 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 10 | $900,381 | $58,055 | $5,806iApproximate average salary by contribution assumption: employee only about $145,138 at 4% or $96,758 at 6%; with 50% employer match about $96,758 at 4% or $64,506 at 6%; with 100% employer match about $72,569 at 4% or $48,379 at 6%. |
| 2001 | 2 | 8 | $2,453,529 | $145,388 | $18,174iApproximate average salary by contribution assumption: employee only about $454,338 at 4% or $302,892 at 6%; with 50% employer match about $302,892 at 4% or $201,928 at 6%; with 100% employer match about $227,169 at 4% or $151,446 at 6%. |
| Caulfield, Davies & Donahue Partnership Money Purchase Pension Plan | - | 8 | $1,533,281 | $69,377 | $8,672iApproximate average salary by contribution assumption: employee only about $216,803 at 4% or $144,535 at 6%; with 50% employer match about $144,535 at 4% or $96,357 at 6%; with 100% employer match about $108,402 at 4% or $72,268 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 8 | $920,248 | $76,011 | $9,501iApproximate average salary by contribution assumption: employee only about $237,534 at 4% or $158,356 at 6%; with 50% employer match about $158,356 at 4% or $105,571 at 6%; with 100% employer match about $118,767 at 4% or $79,178 at 6%. |
| 2000 | 2 | 12 | $2,646,764 | $137,874 | $11,490iApproximate average salary by contribution assumption: employee only about $287,238 at 4% or $191,492 at 6%; with 50% employer match about $191,492 at 4% or $127,661 at 6%; with 100% employer match about $143,619 at 4% or $95,746 at 6%. |
| Caulfield, Davies & Donahue Partnership Money Purchase Pension Plan | - | 12 | $1,675,803 | $72,100 | $6,008iApproximate average salary by contribution assumption: employee only about $150,208 at 4% or $100,139 at 6%; with 50% employer match about $100,139 at 4% or $66,759 at 6%; with 100% employer match about $75,104 at 4% or $50,069 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 12 | $970,961 | $65,774 | $5,481iApproximate average salary by contribution assumption: employee only about $137,029 at 4% or $91,353 at 6%; with 50% employer match about $91,353 at 4% or $60,902 at 6%; with 100% employer match about $68,515 at 4% or $45,676 at 6%. |
| 1999 | 2 | 12 | $2,794,281 | $139,765 | $11,647iApproximate average salary by contribution assumption: employee only about $291,177 at 4% or $194,118 at 6%; with 50% employer match about $194,118 at 4% or $129,412 at 6%; with 100% employer match about $145,589 at 4% or $97,059 at 6%. |
| Caulfield, Davies & Donahue Partnership Money Purchase Pension Plan | - | 12 | $1,786,127 | $71,826 | $5,986iApproximate average salary by contribution assumption: employee only about $149,638 at 4% or $99,758 at 6%; with 50% employer match about $99,758 at 4% or $66,506 at 6%; with 100% employer match about $74,819 at 4% or $49,879 at 6%. |
| Caulfield, Davies & Donahue Partnership Profit Sharing Plan | - | 12 | $1,008,154 | $67,939 | $5,662iApproximate average salary by contribution assumption: employee only about $141,540 at 4% or $94,360 at 6%; with 50% employer match about $94,360 at 4% or $62,906 at 6%; with 100% employer match about $70,770 at 4% or $47,180 at 6%. |