Civic Intelligence

Lisa Anne Davis MD Pa

Plan context: Lisa Anne Davis MD Pa 401 K Profit Sharing Plan Trust

EIN 74-2895888 • San Antonio, TX • 19 filings • 3 plans

520 Camden StSan Antonio, TX 78215-1924
Current Snapshot

Latest Year

2025

2025 Participants

18

2025 Assets

$2,163,897

2025 Contributions

$165,473

Historical Graphs

Total Assets Over Time

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

$2,163,897$1,081,949$0200820172025YearValue
$2,163,897Latest year 2025

Participants Over Time

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

19100200720162025YearValue
18Latest year 2025

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
2025118$2,163,897$165,473$9,193iApproximate average salary by contribution assumption: employee only about $229,824 at 4% or $153,216 at 6%; with 50% employer match about $153,216 at 4% or $102,144 at 6%; with 100% employer match about $114,912 at 4% or $76,608 at 6%.
Lisa Anne Davis MD Pa 401 K Profit Sharing Plan Trust-18$2,163,897$165,473$9,193iApproximate average salary by contribution assumption: employee only about $229,824 at 4% or $153,216 at 6%; with 50% employer match about $153,216 at 4% or $102,144 at 6%; with 100% employer match about $114,912 at 4% or $76,608 at 6%.
2024118$1,749,529$180,874$10,049iApproximate average salary by contribution assumption: employee only about $251,214 at 4% or $167,476 at 6%; with 50% employer match about $167,476 at 4% or $111,651 at 6%; with 100% employer match about $125,607 at 4% or $83,738 at 6%.
Lisa Anne Davis MD Pa 401 K Profit Sharing Plan Trust-18$1,749,529$180,874$10,049iApproximate average salary by contribution assumption: employee only about $251,214 at 4% or $167,476 at 6%; with 50% employer match about $167,476 at 4% or $111,651 at 6%; with 100% employer match about $125,607 at 4% or $83,738 at 6%.
2023119$1,332,020$195,466$10,288iApproximate average salary by contribution assumption: employee only about $257,192 at 4% or $171,461 at 6%; with 50% employer match about $171,461 at 4% or $114,308 at 6%; with 100% employer match about $128,596 at 4% or $85,731 at 6%.
Lisa Anne Davis MD Pa 401 K Profit Sharing Plan Trust-19$1,332,020$195,466$10,288iApproximate average salary by contribution assumption: employee only about $257,192 at 4% or $171,461 at 6%; with 50% employer match about $171,461 at 4% or $114,308 at 6%; with 100% employer match about $128,596 at 4% or $85,731 at 6%.
2022118$998,932$168,020$9,334iApproximate average salary by contribution assumption: employee only about $233,361 at 4% or $155,574 at 6%; with 50% employer match about $155,574 at 4% or $103,716 at 6%; with 100% employer match about $116,681 at 4% or $77,787 at 6%.
Lisa Anne Davis MD Pa 401 K Profit Sharing Plan Trust-18$998,932$168,020$9,334iApproximate average salary by contribution assumption: employee only about $233,361 at 4% or $155,574 at 6%; with 50% employer match about $155,574 at 4% or $103,716 at 6%; with 100% employer match about $116,681 at 4% or $77,787 at 6%.
2021119$1,053,064$107,135$5,639iApproximate average salary by contribution assumption: employee only about $140,967 at 4% or $93,978 at 6%; with 50% employer match about $93,978 at 4% or $62,652 at 6%; with 100% employer match about $70,484 at 4% or $46,989 at 6%.
Lisa Anne Davis MD Pa 401 K Profit Sharing Plan Trust-19$1,053,064$107,135$5,639iApproximate average salary by contribution assumption: employee only about $140,967 at 4% or $93,978 at 6%; with 50% employer match about $93,978 at 4% or $62,652 at 6%; with 100% employer match about $70,484 at 4% or $46,989 at 6%.
2020118$850,255$65,769$3,654iApproximate average salary by contribution assumption: employee only about $91,346 at 4% or $60,897 at 6%; with 50% employer match about $60,897 at 4% or $40,598 at 6%; with 100% employer match about $45,673 at 4% or $30,449 at 6%.
Lisa Anne Davis MD Pa 401 K Profit Sharing Plan Trust-18$850,255$65,769$3,654iApproximate average salary by contribution assumption: employee only about $91,346 at 4% or $60,897 at 6%; with 50% employer match about $60,897 at 4% or $40,598 at 6%; with 100% employer match about $45,673 at 4% or $30,449 at 6%.
2019115$633,115$61,176$4,078iApproximate average salary by contribution assumption: employee only about $101,960 at 4% or $67,973 at 6%; with 50% employer match about $67,973 at 4% or $45,316 at 6%; with 100% employer match about $50,980 at 4% or $33,987 at 6%.
Lisa Anne Davis MD Pa 401 K Profit Sharing Plan Trust-15$633,115$61,176$4,078iApproximate average salary by contribution assumption: employee only about $101,960 at 4% or $67,973 at 6%; with 50% employer match about $67,973 at 4% or $45,316 at 6%; with 100% employer match about $50,980 at 4% or $33,987 at 6%.
2018114$504,271$65,665$4,690iApproximate average salary by contribution assumption: employee only about $117,259 at 4% or $78,173 at 6%; with 50% employer match about $78,173 at 4% or $52,115 at 6%; with 100% employer match about $58,629 at 4% or $39,086 at 6%.
Lisa Anne Davis MD Pa 401 K Profit Sharing Plan Trust-14$504,271$65,665$4,690iApproximate average salary by contribution assumption: employee only about $117,259 at 4% or $78,173 at 6%; with 50% employer match about $78,173 at 4% or $52,115 at 6%; with 100% employer match about $58,629 at 4% or $39,086 at 6%.
201717$472,032$24,864$3,552iApproximate average salary by contribution assumption: employee only about $88,800 at 4% or $59,200 at 6%; with 50% employer match about $59,200 at 4% or $39,467 at 6%; with 100% employer match about $44,400 at 4% or $29,600 at 6%.
Lisa Anne Davis MD Pa 401 K Profit Sharing Plan Trust-7$472,032$24,864$3,552iApproximate average salary by contribution assumption: employee only about $88,800 at 4% or $59,200 at 6%; with 50% employer match about $59,200 at 4% or $39,467 at 6%; with 100% employer match about $44,400 at 4% or $29,600 at 6%.
201616$404,935$55,046$9,174iApproximate average salary by contribution assumption: employee only about $229,358 at 4% or $152,906 at 6%; with 50% employer match about $152,906 at 4% or $101,937 at 6%; with 100% employer match about $114,679 at 4% or $76,453 at 6%.
Lisa Anne Davis MD Pa 401 K Profit Sharing Plan Trust-6$404,935$55,046$9,174iApproximate average salary by contribution assumption: employee only about $229,358 at 4% or $152,906 at 6%; with 50% employer match about $152,906 at 4% or $101,937 at 6%; with 100% employer match about $114,679 at 4% or $76,453 at 6%.
2015112$415,731$56,109$4,676iApproximate average salary by contribution assumption: employee only about $116,894 at 4% or $77,929 at 6%; with 50% employer match about $77,929 at 4% or $51,953 at 6%; with 100% employer match about $58,447 at 4% or $38,965 at 6%.
Lisa Anne Davis MD Pa 401 K Profit Sharing Plan Trust-12$415,731$56,109$4,676iApproximate average salary by contribution assumption: employee only about $116,894 at 4% or $77,929 at 6%; with 50% employer match about $77,929 at 4% or $51,953 at 6%; with 100% employer match about $58,447 at 4% or $38,965 at 6%.
201417$367,371$50,252$7,179iApproximate average salary by contribution assumption: employee only about $179,471 at 4% or $119,648 at 6%; with 50% employer match about $119,648 at 4% or $79,765 at 6%; with 100% employer match about $89,736 at 4% or $59,824 at 6%.
Lisa Anne Davis MD Pa 401 K Profit Sharing Plan Trust-7$367,371$50,252$7,179iApproximate average salary by contribution assumption: employee only about $179,471 at 4% or $119,648 at 6%; with 50% employer match about $119,648 at 4% or $79,765 at 6%; with 100% employer match about $89,736 at 4% or $59,824 at 6%.
201317$341,219$49,331$7,047iApproximate average salary by contribution assumption: employee only about $176,182 at 4% or $117,455 at 6%; with 50% employer match about $117,455 at 4% or $78,303 at 6%; with 100% employer match about $88,091 at 4% or $58,727 at 6%.
Lisa Anne Davis MD Pa 401 K Profit Sharing Plan Trust-7$341,219$49,331$7,047iApproximate average salary by contribution assumption: employee only about $176,182 at 4% or $117,455 at 6%; with 50% employer match about $117,455 at 4% or $78,303 at 6%; with 100% employer match about $88,091 at 4% or $58,727 at 6%.
201217$252,708$48,954$6,993iApproximate average salary by contribution assumption: employee only about $174,836 at 4% or $116,557 at 6%; with 50% employer match about $116,557 at 4% or $77,705 at 6%; with 100% employer match about $87,418 at 4% or $58,279 at 6%.
Lisa Anne Davis MD Pa 401 K Profit Sharing Plan Trust-7$252,708$48,954$6,993iApproximate average salary by contribution assumption: employee only about $174,836 at 4% or $116,557 at 6%; with 50% employer match about $116,557 at 4% or $77,705 at 6%; with 100% employer match about $87,418 at 4% or $58,279 at 6%.
201117$188,285$47,252$6,750iApproximate average salary by contribution assumption: employee only about $168,757 at 4% or $112,505 at 6%; with 50% employer match about $112,505 at 4% or $75,003 at 6%; with 100% employer match about $84,379 at 4% or $56,252 at 6%.
Lisa Anne Davis MD Pa 401 K Profit Sharing Plan Trust-7$188,285$47,252$6,750iApproximate average salary by contribution assumption: employee only about $168,757 at 4% or $112,505 at 6%; with 50% employer match about $112,505 at 4% or $75,003 at 6%; with 100% employer match about $84,379 at 4% or $56,252 at 6%.
201016$147,818$45,200$7,533iApproximate average salary by contribution assumption: employee only about $188,333 at 4% or $125,556 at 6%; with 50% employer match about $125,556 at 4% or $83,704 at 6%; with 100% employer match about $94,167 at 4% or $62,778 at 6%.
Lisa Anne Davis MD Pa 401 K Profit Sharing Plan Trust-6$147,818$45,200$7,533iApproximate average salary by contribution assumption: employee only about $188,333 at 4% or $125,556 at 6%; with 50% employer match about $125,556 at 4% or $83,704 at 6%; with 100% employer match about $94,167 at 4% or $62,778 at 6%.
200917$92,382$30,580$4,369iApproximate average salary by contribution assumption: employee only about $109,214 at 4% or $72,810 at 6%; with 50% employer match about $72,810 at 4% or $48,540 at 6%; with 100% employer match about $54,607 at 4% or $36,405 at 6%.
Lisa Anne Davis MD Pa 401 K Profit Sharing Plan Trust-7$92,382$30,580$4,369iApproximate average salary by contribution assumption: employee only about $109,214 at 4% or $72,810 at 6%; with 50% employer match about $72,810 at 4% or $48,540 at 6%; with 100% employer match about $54,607 at 4% or $36,405 at 6%.
200817$52,744$44,110$6,301iApproximate average salary by contribution assumption: employee only about $157,536 at 4% or $105,024 at 6%; with 50% employer match about $105,024 at 4% or $70,016 at 6%; with 100% employer match about $78,768 at 4% or $52,512 at 6%.
Lisa Anne Davis MD Pa 401 K Profit Sharing Plan Trust-7$52,744$44,110$6,301iApproximate average salary by contribution assumption: employee only about $157,536 at 4% or $105,024 at 6%; with 50% employer match about $105,024 at 4% or $70,016 at 6%; with 100% employer match about $78,768 at 4% or $52,512 at 6%.
200718$0$0-
Lisa Anne Davis MD Pa 401 K Profit Sharing Plan Trust-8---