Civic Intelligence

J.M. Davidson Ltd DBA J.M. Davidson Inc.

Plan context: J.M. Davidson Inc. 401(K) Plan

EIN 74-2239281 • Aransas Pass, TX • 25 filings • 6 plans

2564 Country Road 1960Aransas Pass, TX 78336
Current Snapshot

Latest Year

2024

2024 Participants

29

2024 Assets

$986,725

2024 Contributions

$51,100

Historical Graphs

Total Assets Over Time

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

$1,161,585$580,793$0200020122024YearValue
$986,725Latest year 2024

Participants Over Time

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

159800200020122024YearValue
29Latest 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
2024129$986,725$51,100$1,762iApproximate average salary by contribution assumption: employee only about $44,052 at 4% or $29,368 at 6%; with 50% employer match about $29,368 at 4% or $19,579 at 6%; with 100% employer match about $22,026 at 4% or $14,684 at 6%.
J.M. Davidson Inc. 401(K) Plan-29$986,725$51,100$1,762iApproximate average salary by contribution assumption: employee only about $44,052 at 4% or $29,368 at 6%; with 50% employer match about $29,368 at 4% or $19,579 at 6%; with 100% employer match about $22,026 at 4% or $14,684 at 6%.
2023131$995,070$48,678$1,570iApproximate average salary by contribution assumption: employee only about $39,256 at 4% or $26,171 at 6%; with 50% employer match about $26,171 at 4% or $17,447 at 6%; with 100% employer match about $19,628 at 4% or $13,085 at 6%.
J.M. Davidson Inc. 401(K) Plan-31$995,070$48,678$1,570iApproximate average salary by contribution assumption: employee only about $39,256 at 4% or $26,171 at 6%; with 50% employer match about $26,171 at 4% or $17,447 at 6%; with 100% employer match about $19,628 at 4% or $13,085 at 6%.
2022132$847,240$71,834$2,245iApproximate average salary by contribution assumption: employee only about $56,120 at 4% or $37,414 at 6%; with 50% employer match about $37,414 at 4% or $24,942 at 6%; with 100% employer match about $28,060 at 4% or $18,707 at 6%.
J.M. Davidson Inc. 401(K) Plan-32$847,240$71,834$2,245iApproximate average salary by contribution assumption: employee only about $56,120 at 4% or $37,414 at 6%; with 50% employer match about $37,414 at 4% or $24,942 at 6%; with 100% employer match about $28,060 at 4% or $18,707 at 6%.
2021134$1,161,585$77,349$2,275iApproximate average salary by contribution assumption: employee only about $56,874 at 4% or $37,916 at 6%; with 50% employer match about $37,916 at 4% or $25,277 at 6%; with 100% employer match about $28,437 at 4% or $18,958 at 6%.
J.M. Davidson Inc. 401(K) Plan-34$1,161,585$77,349$2,275iApproximate average salary by contribution assumption: employee only about $56,874 at 4% or $37,916 at 6%; with 50% employer match about $37,916 at 4% or $25,277 at 6%; with 100% employer match about $28,437 at 4% or $18,958 at 6%.
2020131$976,441$77,024$2,485iApproximate average salary by contribution assumption: employee only about $62,116 at 4% or $41,411 at 6%; with 50% employer match about $41,411 at 4% or $27,607 at 6%; with 100% employer match about $31,058 at 4% or $20,705 at 6%.
J.M. Davidson Inc. 401(K) Plan-31$976,441$77,024$2,485iApproximate average salary by contribution assumption: employee only about $62,116 at 4% or $41,411 at 6%; with 50% employer match about $41,411 at 4% or $27,607 at 6%; with 100% employer match about $31,058 at 4% or $20,705 at 6%.
2019131$776,659$74,530$2,404iApproximate average salary by contribution assumption: employee only about $60,105 at 4% or $40,070 at 6%; with 50% employer match about $40,070 at 4% or $26,713 at 6%; with 100% employer match about $30,052 at 4% or $20,035 at 6%.
J.M. Davidson Inc. 401(K) Plan-31$776,659$74,530$2,404iApproximate average salary by contribution assumption: employee only about $60,105 at 4% or $40,070 at 6%; with 50% employer match about $40,070 at 4% or $26,713 at 6%; with 100% employer match about $30,052 at 4% or $20,035 at 6%.
2018131$618,655$78,710$2,539iApproximate average salary by contribution assumption: employee only about $63,476 at 4% or $42,317 at 6%; with 50% employer match about $42,317 at 4% or $28,211 at 6%; with 100% employer match about $31,738 at 4% or $21,159 at 6%.
J.M. Davidson Inc. 401(K) Plan-31$618,655$78,710$2,539iApproximate average salary by contribution assumption: employee only about $63,476 at 4% or $42,317 at 6%; with 50% employer match about $42,317 at 4% or $28,211 at 6%; with 100% employer match about $31,738 at 4% or $21,159 at 6%.
2017117$634,584$67,529$3,972iApproximate average salary by contribution assumption: employee only about $99,307 at 4% or $66,205 at 6%; with 50% employer match about $66,205 at 4% or $44,137 at 6%; with 100% employer match about $49,654 at 4% or $33,102 at 6%.
J.M. Davidson Inc. 401(K) Plan-17$634,584$67,529$3,972iApproximate average salary by contribution assumption: employee only about $99,307 at 4% or $66,205 at 6%; with 50% employer match about $66,205 at 4% or $44,137 at 6%; with 100% employer match about $49,654 at 4% or $33,102 at 6%.
2016160$561,288$69,159$1,153iApproximate average salary by contribution assumption: employee only about $28,816 at 4% or $19,211 at 6%; with 50% employer match about $19,211 at 4% or $12,807 at 6%; with 100% employer match about $14,408 at 4% or $9,605 at 6%.
J.M. Davidson Inc. 401(K) Plan-60$561,288$69,159$1,153iApproximate average salary by contribution assumption: employee only about $28,816 at 4% or $19,211 at 6%; with 50% employer match about $19,211 at 4% or $12,807 at 6%; with 100% employer match about $14,408 at 4% or $9,605 at 6%.
2015197$537,594$94,317$972iApproximate average salary by contribution assumption: employee only about $24,309 at 4% or $16,206 at 6%; with 50% employer match about $16,206 at 4% or $10,804 at 6%; with 100% employer match about $12,154 at 4% or $8,103 at 6%.
J.M. Davidson Inc. 401(K) Plan-97$537,594$94,317$972iApproximate average salary by contribution assumption: employee only about $24,309 at 4% or $16,206 at 6%; with 50% employer match about $16,206 at 4% or $10,804 at 6%; with 100% employer match about $12,154 at 4% or $8,103 at 6%.
20141136$583,446$116,516$857iApproximate average salary by contribution assumption: employee only about $21,418 at 4% or $14,279 at 6%; with 50% employer match about $14,279 at 4% or $9,519 at 6%; with 100% employer match about $10,709 at 4% or $7,139 at 6%.
J.M. Davidson Inc. 401(K) Plan-136$583,446$116,516$857iApproximate average salary by contribution assumption: employee only about $21,418 at 4% or $14,279 at 6%; with 50% employer match about $14,279 at 4% or $9,519 at 6%; with 100% employer match about $10,709 at 4% or $7,139 at 6%.
20131148$635,702$80,918$547iApproximate average salary by contribution assumption: employee only about $13,669 at 4% or $9,112 at 6%; with 50% employer match about $9,112 at 4% or $6,075 at 6%; with 100% employer match about $6,834 at 4% or $4,556 at 6%.
J.M. Davidson Inc. 401(K) Plan-148$635,702$80,918$547iApproximate average salary by contribution assumption: employee only about $13,669 at 4% or $9,112 at 6%; with 50% employer match about $9,112 at 4% or $6,075 at 6%; with 100% employer match about $6,834 at 4% or $4,556 at 6%.
20121159$534,390$108,083$680iApproximate average salary by contribution assumption: employee only about $16,994 at 4% or $11,329 at 6%; with 50% employer match about $11,329 at 4% or $7,553 at 6%; with 100% employer match about $8,497 at 4% or $5,665 at 6%.
J.M. Davidson Inc. 401(K) Plan-159$534,390$108,083$680iApproximate average salary by contribution assumption: employee only about $16,994 at 4% or $11,329 at 6%; with 50% employer match about $11,329 at 4% or $7,553 at 6%; with 100% employer match about $8,497 at 4% or $5,665 at 6%.
20111124$467,291$101,855$821iApproximate average salary by contribution assumption: employee only about $20,535 at 4% or $13,690 at 6%; with 50% employer match about $13,690 at 4% or $9,127 at 6%; with 100% employer match about $10,268 at 4% or $6,845 at 6%.
J.M. Davidson Inc. 401(K) Plan-124$467,291$101,855$821iApproximate average salary by contribution assumption: employee only about $20,535 at 4% or $13,690 at 6%; with 50% employer match about $13,690 at 4% or $9,127 at 6%; with 100% employer match about $10,268 at 4% or $6,845 at 6%.
20101147$420,139$80,549$548iApproximate average salary by contribution assumption: employee only about $13,699 at 4% or $9,133 at 6%; with 50% employer match about $9,133 at 4% or $6,088 at 6%; with 100% employer match about $6,849 at 4% or $4,566 at 6%.
J.M. Davidson Inc. 401(K) Plan-147$420,139$80,549$548iApproximate average salary by contribution assumption: employee only about $13,699 at 4% or $9,133 at 6%; with 50% employer match about $9,133 at 4% or $6,088 at 6%; with 100% employer match about $6,849 at 4% or $4,566 at 6%.
2009189$365,960$50,142$563iApproximate average salary by contribution assumption: employee only about $14,085 at 4% or $9,390 at 6%; with 50% employer match about $9,390 at 4% or $6,260 at 6%; with 100% employer match about $7,042 at 4% or $4,695 at 6%.
J.M. Davidson Inc. 401(K) Plan-89$365,960$50,142$563iApproximate average salary by contribution assumption: employee only about $14,085 at 4% or $9,390 at 6%; with 50% employer match about $9,390 at 4% or $6,260 at 6%; with 100% employer match about $7,042 at 4% or $4,695 at 6%.
20081107$405,856$92,944$869iApproximate average salary by contribution assumption: employee only about $21,716 at 4% or $14,477 at 6%; with 50% employer match about $14,477 at 4% or $9,652 at 6%; with 100% employer match about $10,858 at 4% or $7,239 at 6%.
J.M. Davidson Inc. 401(K) Plan-107$405,856$92,944$869iApproximate average salary by contribution assumption: employee only about $21,716 at 4% or $14,477 at 6%; with 50% employer match about $14,477 at 4% or $9,652 at 6%; with 100% employer match about $10,858 at 4% or $7,239 at 6%.
20071119$506,550$85,461$718iApproximate average salary by contribution assumption: employee only about $17,954 at 4% or $11,969 at 6%; with 50% employer match about $11,969 at 4% or $7,980 at 6%; with 100% employer match about $8,977 at 4% or $5,985 at 6%.
J.M. Davidson Inc. 401(K) Plan-119$506,550$85,461$718iApproximate average salary by contribution assumption: employee only about $17,954 at 4% or $11,969 at 6%; with 50% employer match about $11,969 at 4% or $7,980 at 6%; with 100% employer match about $8,977 at 4% or $5,985 at 6%.
2006172$389,411$81,362$1,130iApproximate average salary by contribution assumption: employee only about $28,251 at 4% or $18,834 at 6%; with 50% employer match about $18,834 at 4% or $12,556 at 6%; with 100% employer match about $14,125 at 4% or $9,417 at 6%.
J.M. Davidson Inc. 401(K) Plan-72$389,411$81,362$1,130iApproximate average salary by contribution assumption: employee only about $28,251 at 4% or $18,834 at 6%; with 50% employer match about $18,834 at 4% or $12,556 at 6%; with 100% employer match about $14,125 at 4% or $9,417 at 6%.
20051108$285,141$64,124$594iApproximate average salary by contribution assumption: employee only about $14,844 at 4% or $9,896 at 6%; with 50% employer match about $9,896 at 4% or $6,597 at 6%; with 100% employer match about $7,422 at 4% or $4,948 at 6%.
J.M. Davidson Inc. 401(K) Plan-108$285,141$64,124$594iApproximate average salary by contribution assumption: employee only about $14,844 at 4% or $9,896 at 6%; with 50% employer match about $9,896 at 4% or $6,597 at 6%; with 100% employer match about $7,422 at 4% or $4,948 at 6%.
2004196$224,723$78,363$816iApproximate average salary by contribution assumption: employee only about $20,407 at 4% or $13,605 at 6%; with 50% employer match about $13,605 at 4% or $9,070 at 6%; with 100% employer match about $10,204 at 4% or $6,802 at 6%.
J.M. Davidson Inc. 401(K) Plan-96$224,723$78,363$816iApproximate average salary by contribution assumption: employee only about $20,407 at 4% or $13,605 at 6%; with 50% employer match about $13,605 at 4% or $9,070 at 6%; with 100% employer match about $10,204 at 4% or $6,802 at 6%.
2003191$206,289$67,127$738iApproximate average salary by contribution assumption: employee only about $18,441 at 4% or $12,294 at 6%; with 50% employer match about $12,294 at 4% or $8,196 at 6%; with 100% employer match about $9,221 at 4% or $6,147 at 6%.
J.M. Davidson Inc. 401(K) Plan-91$206,289$67,127$738iApproximate average salary by contribution assumption: employee only about $18,441 at 4% or $12,294 at 6%; with 50% employer match about $12,294 at 4% or $8,196 at 6%; with 100% employer match about $9,221 at 4% or $6,147 at 6%.
2002195$167,400$86,154$907iApproximate average salary by contribution assumption: employee only about $22,672 at 4% or $15,115 at 6%; with 50% employer match about $15,115 at 4% or $10,076 at 6%; with 100% employer match about $11,336 at 4% or $7,557 at 6%.
J.M. Davidson Inc. 401(K) Plan-95$167,400$86,154$907iApproximate average salary by contribution assumption: employee only about $22,672 at 4% or $15,115 at 6%; with 50% employer match about $15,115 at 4% or $10,076 at 6%; with 100% employer match about $11,336 at 4% or $7,557 at 6%.
2001191$123,057$119,693$1,315iApproximate average salary by contribution assumption: employee only about $32,883 at 4% or $21,922 at 6%; with 50% employer match about $21,922 at 4% or $14,615 at 6%; with 100% employer match about $16,441 at 4% or $10,961 at 6%.
J.M. Davidson Inc. 401(K) Plan-91$123,057$119,693$1,315iApproximate average salary by contribution assumption: employee only about $32,883 at 4% or $21,922 at 6%; with 50% employer match about $21,922 at 4% or $14,615 at 6%; with 100% employer match about $16,441 at 4% or $10,961 at 6%.
20001108$19,669$20,017$185iApproximate average salary by contribution assumption: employee only about $4,634 at 4% or $3,089 at 6%; with 50% employer match about $3,089 at 4% or $2,059 at 6%; with 100% employer match about $2,317 at 4% or $1,545 at 6%.
J.M. Davidson Inc. 401(K) Plan-108$19,669$20,017$185iApproximate average salary by contribution assumption: employee only about $4,634 at 4% or $3,089 at 6%; with 50% employer match about $3,089 at 4% or $2,059 at 6%; with 100% employer match about $2,317 at 4% or $1,545 at 6%.