Civic Intelligence

James a. Davidson, MD, Pa

Plan context: JAMES A. DAVIDSON, MD, PA DEFINED BENEFIT PENSION PLAN

EIN 75-1989856 • Dallas, TX • 17 filings • 3 plans

8210 Walnut Hill, Suite 513Dallas, TX 75231
Current Snapshot

Latest Year

2013

2013 Participants

4

2013 Assets

$624,928

2013 Contributions

$75,000

Historical Graphs

Total Assets Over Time

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

$1,313,012$656,506$0199920072012YearValue
$624,928Latest year 2012

Participants Over Time

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

630199920062012YearValue
4Latest year 2012

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
201310$0$0-
JAMES A. DAVIDSON, MD, PA DEFINED BENEFIT PENSION PLAN-0$0--
201214$624,928$0-
JAMES A. DAVIDSON, MD, PA DEFINED BENEFIT PENSION PLAN-4$624,928--
201115$573,928$75,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
JAMES A. DAVIDSON, MD, PA DEFINED BENEFIT PENSION PLAN-5$573,928$75,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201016$678,949$0-
JAMES A. DAVIDSON, MD, PA DEFINED BENEFIT PENSION PLAN-6$678,949--
200916$624,225$190,000$31,667iApproximate average salary by contribution assumption: employee only about $791,667 at 4% or $527,778 at 6%; with 50% employer match about $527,778 at 4% or $351,852 at 6%; with 100% employer match about $395,833 at 4% or $263,889 at 6%.
JAMES A. DAVIDSON, MD, PA DEFINED BENEFIT PLAN-6$624,225$190,000$31,667iApproximate average salary by contribution assumption: employee only about $791,667 at 4% or $527,778 at 6%; with 50% employer match about $527,778 at 4% or $351,852 at 6%; with 100% employer match about $395,833 at 4% or $263,889 at 6%.
200815$0$0-
JAMES A. DAVIDSON, MD, PA DEFINED BENEFIT PENSION PLAN-5---
200724$300,791$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
JAMES A. DAVIDSON, MD, PA DEFINED BENEFIT PENSION PLAN-4$300,791$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
James a. Davidson, MD, Pa Profit Sharing Plan & Trust-0---
200623$1,313,012$150,000$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%.
James a. Davidson, MD, Pa Profit Sharing Plan & Trust-3$1,163,012--
JAMES A. DAVIDSON, MD, PA DEFINED BENEFIT PENSION PLAN-3$150,000$150,000$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%.
200515$1,092,342$18,783$3,757iApproximate average salary by contribution assumption: employee only about $93,915 at 4% or $62,610 at 6%; with 50% employer match about $62,610 at 4% or $41,740 at 6%; with 100% employer match about $46,958 at 4% or $31,305 at 6%.
James a. Davidson, MD, Pa Profit Sharing Plan & Trust-5$1,092,342$18,783$3,757iApproximate average salary by contribution assumption: employee only about $93,915 at 4% or $62,610 at 6%; with 50% employer match about $62,610 at 4% or $41,740 at 6%; with 100% employer match about $46,958 at 4% or $31,305 at 6%.
200416$1,033,201$54,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
James a. Davidson, MD, Pa Profit Sharing Plan & Trust-6$1,033,201$54,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
200316$0$0-
James a. Davidson, MD, Pa Profit Sharing Plan & Trust-6---
200215$0$0-
James a. Davidson, MD, Pa Profit Sharing Plan & Trust-5---
200115$0$0-
James a. Davidson, MD, Pa Profit Sharing Plan & Trust-5---
200014$0$0-
James a. Davidson, MD, Pa Profit Sharing Plan & Trust-4---
199914$897,110$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
James a. Davidson, MD, Pa Profit Sharing Plan & Trust-4$897,110$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.