Civic Intelligence

L.S. Davis & Associates, LLP

Plan context: L.S. Davis & Associates Keogh

EIN 77-0472632 • Palo Alto, CA • 18 filings • 2 plans

530 Lytton Avenue2nd FloorPalo Alto, CA 94301
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$402,922

2017 Contributions

$11,401

Historical Graphs

Total Assets Over Time

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

$551,399$275,700$0200020092016YearValue
$402,922Latest year 2016

Participants Over Time

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

210200120092016YearValue
1Latest year 2016

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
201710$0$0-
L.S. Davis & Associates Keogh-0---
201611$402,922$0-
L.S. Davis & Associates Keogh-1$402,922--
201512$535,027$0-
L.S. Davis & Associates Keogh-2$535,027--
201412$551,399$11,401$5,701iApproximate average salary by contribution assumption: employee only about $142,513 at 4% or $95,008 at 6%; with 50% employer match about $95,008 at 4% or $63,339 at 6%; with 100% employer match about $71,256 at 4% or $47,504 at 6%.
L.S. Davis & Associates Keogh-2$551,399$11,401$5,701iApproximate average salary by contribution assumption: employee only about $142,513 at 4% or $95,008 at 6%; with 50% employer match about $95,008 at 4% or $63,339 at 6%; with 100% employer match about $71,256 at 4% or $47,504 at 6%.
201312$521,603$9,098$4,549iApproximate average salary by contribution assumption: employee only about $113,725 at 4% or $75,817 at 6%; with 50% employer match about $75,817 at 4% or $50,544 at 6%; with 100% employer match about $56,863 at 4% or $37,908 at 6%.
L.S. Davis & Associates Keogh-2$521,603$9,098$4,549iApproximate average salary by contribution assumption: employee only about $113,725 at 4% or $75,817 at 6%; with 50% employer match about $75,817 at 4% or $50,544 at 6%; with 100% employer match about $56,863 at 4% or $37,908 at 6%.
201212$457,304$24,297$12,149iApproximate average salary by contribution assumption: employee only about $303,713 at 4% or $202,475 at 6%; with 50% employer match about $202,475 at 4% or $134,983 at 6%; with 100% employer match about $151,856 at 4% or $101,238 at 6%.
L.S. Davis & Associates Keogh-2$457,304$24,297$12,149iApproximate average salary by contribution assumption: employee only about $303,713 at 4% or $202,475 at 6%; with 50% employer match about $202,475 at 4% or $134,983 at 6%; with 100% employer match about $151,856 at 4% or $101,238 at 6%.
201112$407,834$27,965$13,983iApproximate average salary by contribution assumption: employee only about $349,563 at 4% or $233,042 at 6%; with 50% employer match about $233,042 at 4% or $155,361 at 6%; with 100% employer match about $174,781 at 4% or $116,521 at 6%.
L.S. Davis & Associates Keogh-2$407,834$27,965$13,983iApproximate average salary by contribution assumption: employee only about $349,563 at 4% or $233,042 at 6%; with 50% employer match about $233,042 at 4% or $155,361 at 6%; with 100% employer match about $174,781 at 4% or $116,521 at 6%.
201012$363,102$28,229$14,115iApproximate average salary by contribution assumption: employee only about $352,863 at 4% or $235,242 at 6%; with 50% employer match about $235,242 at 4% or $156,828 at 6%; with 100% employer match about $176,431 at 4% or $117,621 at 6%.
L.S. Davis & Associates Keogh-2$363,102$28,229$14,115iApproximate average salary by contribution assumption: employee only about $352,863 at 4% or $235,242 at 6%; with 50% employer match about $235,242 at 4% or $156,828 at 6%; with 100% employer match about $176,431 at 4% or $117,621 at 6%.
200912$324,777$30,532$15,266iApproximate average salary by contribution assumption: employee only about $381,650 at 4% or $254,433 at 6%; with 50% employer match about $254,433 at 4% or $169,622 at 6%; with 100% employer match about $190,825 at 4% or $127,217 at 6%.
L.S. Davis & Associates Keogh-2$324,777$30,532$15,266iApproximate average salary by contribution assumption: employee only about $381,650 at 4% or $254,433 at 6%; with 50% employer match about $254,433 at 4% or $169,622 at 6%; with 100% employer match about $190,825 at 4% or $127,217 at 6%.
200812$287,546$30,413$15,207iApproximate average salary by contribution assumption: employee only about $380,163 at 4% or $253,442 at 6%; with 50% employer match about $253,442 at 4% or $168,961 at 6%; with 100% employer match about $190,081 at 4% or $126,721 at 6%.
L.S. Davis & Associates Keogh-2$287,546$30,413$15,207iApproximate average salary by contribution assumption: employee only about $380,163 at 4% or $253,442 at 6%; with 50% employer match about $253,442 at 4% or $168,961 at 6%; with 100% employer match about $190,081 at 4% or $126,721 at 6%.
200712$0$0-
L.S. Davis & Associates Keogh-2---
200612$272,880$43,949$21,975iApproximate average salary by contribution assumption: employee only about $549,363 at 4% or $366,242 at 6%; with 50% employer match about $366,242 at 4% or $244,161 at 6%; with 100% employer match about $274,681 at 4% or $183,121 at 6%.
L.S. Davis & Associates Keogh-2$272,880$43,949$21,975iApproximate average salary by contribution assumption: employee only about $549,363 at 4% or $366,242 at 6%; with 50% employer match about $366,242 at 4% or $244,161 at 6%; with 100% employer match about $274,681 at 4% or $183,121 at 6%.
200512$206,616$40,978$20,489iApproximate average salary by contribution assumption: employee only about $512,225 at 4% or $341,483 at 6%; with 50% employer match about $341,483 at 4% or $227,656 at 6%; with 100% employer match about $256,113 at 4% or $170,742 at 6%.
L.S. Davis & Associates Keogh-2$206,616$40,978$20,489iApproximate average salary by contribution assumption: employee only about $512,225 at 4% or $341,483 at 6%; with 50% employer match about $341,483 at 4% or $227,656 at 6%; with 100% employer match about $256,113 at 4% or $170,742 at 6%.
200412$226,697$37,571$18,786iApproximate average salary by contribution assumption: employee only about $469,638 at 4% or $313,092 at 6%; with 50% employer match about $313,092 at 4% or $208,728 at 6%; with 100% employer match about $234,819 at 4% or $156,546 at 6%.
L.S. Davis & Associates Keogh-2$226,697$37,571$18,786iApproximate average salary by contribution assumption: employee only about $469,638 at 4% or $313,092 at 6%; with 50% employer match about $313,092 at 4% or $208,728 at 6%; with 100% employer match about $234,819 at 4% or $156,546 at 6%.
200311$174,149$59,976$59,976iApproximate average salary by contribution assumption: employee only about $1,499,400 at 4% or $999,600 at 6%; with 50% employer match about $999,600 at 4% or $666,400 at 6%; with 100% employer match about $749,700 at 4% or $499,800 at 6%.
L.S. Davis & Associates Keogh-1$174,149$59,976$59,976iApproximate average salary by contribution assumption: employee only about $1,499,400 at 4% or $999,600 at 6%; with 50% employer match about $999,600 at 4% or $666,400 at 6%; with 100% employer match about $749,700 at 4% or $499,800 at 6%.
200212$92,696$32,468$16,234iApproximate average salary by contribution assumption: employee only about $405,850 at 4% or $270,567 at 6%; with 50% employer match about $270,567 at 4% or $180,378 at 6%; with 100% employer match about $202,925 at 4% or $135,283 at 6%.
L.S. Davis & Associates Keogh-2$92,696$32,468$16,234iApproximate average salary by contribution assumption: employee only about $405,850 at 4% or $270,567 at 6%; with 50% employer match about $270,567 at 4% or $180,378 at 6%; with 100% employer match about $202,925 at 4% or $135,283 at 6%.
200112$80,743$30,550$15,275iApproximate average salary by contribution assumption: employee only about $381,875 at 4% or $254,583 at 6%; with 50% employer match about $254,583 at 4% or $169,722 at 6%; with 100% employer match about $190,938 at 4% or $127,292 at 6%.
L.S. Davis & Associates Keogh-2$80,743$30,550$15,275iApproximate average salary by contribution assumption: employee only about $381,875 at 4% or $254,583 at 6%; with 50% employer match about $254,583 at 4% or $169,722 at 6%; with 100% employer match about $190,938 at 4% or $127,292 at 6%.
200010$27,368$22,784-
L.S. Davis & Associates Keogh-0$27,368$22,784-