S.A. Davis and Associates Inc.
Plan context: S.A. Davis and Associates Inc. 401(K) Plan
EIN 77-0490402 • San Jose, CA • 14 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$230,802
2024 Contributions
$2,435
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $0 | - |
| S.A. Davis and Associates Inc. 401(K) Plan | - | 0 | $0 | - | - |
| 2023 | 1 | 3 | $230,802 | $0 | - |
| S.A. Davis and Associates Inc. 401(K) Plan | - | 3 | $230,802 | - | - |
| 2022 | 1 | 3 | $194,944 | $2,435 | $812iApproximate average salary by contribution assumption: employee only about $20,292 at 4% or $13,528 at 6%; with 50% employer match about $13,528 at 4% or $9,019 at 6%; with 100% employer match about $10,146 at 4% or $6,764 at 6%. |
| S.A. Davis and Associates Inc. 401(K) Plan | - | 3 | $194,944 | $2,435 | $812iApproximate average salary by contribution assumption: employee only about $20,292 at 4% or $13,528 at 6%; with 50% employer match about $13,528 at 4% or $9,019 at 6%; with 100% employer match about $10,146 at 4% or $6,764 at 6%. |
| 2021 | 1 | 3 | $238,520 | $7,763 | $2,588iApproximate average salary by contribution assumption: employee only about $64,692 at 4% or $43,128 at 6%; with 50% employer match about $43,128 at 4% or $28,752 at 6%; with 100% employer match about $32,346 at 4% or $21,564 at 6%. |
| S.A. Davis and Associates Inc. 401(K) Plan | - | 3 | $238,520 | $7,763 | $2,588iApproximate average salary by contribution assumption: employee only about $64,692 at 4% or $43,128 at 6%; with 50% employer match about $43,128 at 4% or $28,752 at 6%; with 100% employer match about $32,346 at 4% or $21,564 at 6%. |
| 2020 | 1 | 5 | $590,052 | $18,585 | $3,717iApproximate average salary by contribution assumption: employee only about $92,925 at 4% or $61,950 at 6%; with 50% employer match about $61,950 at 4% or $41,300 at 6%; with 100% employer match about $46,463 at 4% or $30,975 at 6%. |
| S.A. Davis and Associates Inc. 401(K) Plan | - | 5 | $590,052 | $18,585 | $3,717iApproximate average salary by contribution assumption: employee only about $92,925 at 4% or $61,950 at 6%; with 50% employer match about $61,950 at 4% or $41,300 at 6%; with 100% employer match about $46,463 at 4% or $30,975 at 6%. |
| 2019 | 1 | 5 | $553,743 | $18,481 | $3,696iApproximate average salary by contribution assumption: employee only about $92,405 at 4% or $61,603 at 6%; with 50% employer match about $61,603 at 4% or $41,069 at 6%; with 100% employer match about $46,203 at 4% or $30,802 at 6%. |
| S.A. Davis and Associates Inc. 401(K) Plan | - | 5 | $553,743 | $18,481 | $3,696iApproximate average salary by contribution assumption: employee only about $92,405 at 4% or $61,603 at 6%; with 50% employer match about $61,603 at 4% or $41,069 at 6%; with 100% employer match about $46,203 at 4% or $30,802 at 6%. |
| 2018 | 1 | 5 | $438,598 | $18,734 | $3,747iApproximate average salary by contribution assumption: employee only about $93,670 at 4% or $62,447 at 6%; with 50% employer match about $62,447 at 4% or $41,631 at 6%; with 100% employer match about $46,835 at 4% or $31,223 at 6%. |
| S.A. Davis and Associates Inc. 401(K) Plan | - | 5 | $438,598 | $18,734 | $3,747iApproximate average salary by contribution assumption: employee only about $93,670 at 4% or $62,447 at 6%; with 50% employer match about $62,447 at 4% or $41,631 at 6%; with 100% employer match about $46,835 at 4% or $31,223 at 6%. |
| 2017 | 1 | 5 | $448,873 | $18,452 | $3,690iApproximate average salary by contribution assumption: employee only about $92,260 at 4% or $61,507 at 6%; with 50% employer match about $61,507 at 4% or $41,004 at 6%; with 100% employer match about $46,130 at 4% or $30,753 at 6%. |
| S.A. Davis and Associates Inc. 401(K) Plan | - | 5 | $448,873 | $18,452 | $3,690iApproximate average salary by contribution assumption: employee only about $92,260 at 4% or $61,507 at 6%; with 50% employer match about $61,507 at 4% or $41,004 at 6%; with 100% employer match about $46,130 at 4% or $30,753 at 6%. |
| 2016 | 1 | 5 | $365,898 | $17,053 | $3,411iApproximate average salary by contribution assumption: employee only about $85,265 at 4% or $56,843 at 6%; with 50% employer match about $56,843 at 4% or $37,896 at 6%; with 100% employer match about $42,633 at 4% or $28,422 at 6%. |
| S.A. Davis and Associates Inc. 401(K) Plan | - | 5 | $365,898 | $17,053 | $3,411iApproximate average salary by contribution assumption: employee only about $85,265 at 4% or $56,843 at 6%; with 50% employer match about $56,843 at 4% or $37,896 at 6%; with 100% employer match about $42,633 at 4% or $28,422 at 6%. |
| 2015 | 1 | 5 | $323,643 | $18,074 | $3,615iApproximate average salary by contribution assumption: employee only about $90,370 at 4% or $60,247 at 6%; with 50% employer match about $60,247 at 4% or $40,164 at 6%; with 100% employer match about $45,185 at 4% or $30,123 at 6%. |
| S.A. Davis and Associates Inc. 401(K) Plan | - | 5 | $323,643 | $18,074 | $3,615iApproximate average salary by contribution assumption: employee only about $90,370 at 4% or $60,247 at 6%; with 50% employer match about $60,247 at 4% or $40,164 at 6%; with 100% employer match about $45,185 at 4% or $30,123 at 6%. |
| 2014 | 1 | 5 | $306,488 | $16,430 | $3,286iApproximate average salary by contribution assumption: employee only about $82,150 at 4% or $54,767 at 6%; with 50% employer match about $54,767 at 4% or $36,511 at 6%; with 100% employer match about $41,075 at 4% or $27,383 at 6%. |
| S.A. Davis and Associates Inc. 401(K) Plan | - | 5 | $306,488 | $16,430 | $3,286iApproximate average salary by contribution assumption: employee only about $82,150 at 4% or $54,767 at 6%; with 50% employer match about $54,767 at 4% or $36,511 at 6%; with 100% employer match about $41,075 at 4% or $27,383 at 6%. |
| 2013 | 1 | 6 | $281,069 | $15,363 | $2,561iApproximate average salary by contribution assumption: employee only about $64,013 at 4% or $42,675 at 6%; with 50% employer match about $42,675 at 4% or $28,450 at 6%; with 100% employer match about $32,006 at 4% or $21,338 at 6%. |
| S.A. Davis and Associates Inc. 401(K) Plan | - | 6 | $281,069 | $15,363 | $2,561iApproximate average salary by contribution assumption: employee only about $64,013 at 4% or $42,675 at 6%; with 50% employer match about $42,675 at 4% or $28,450 at 6%; with 100% employer match about $32,006 at 4% or $21,338 at 6%. |
| 2012 | 1 | 6 | $213,060 | $18,385 | $3,064iApproximate average salary by contribution assumption: employee only about $76,604 at 4% or $51,069 at 6%; with 50% employer match about $51,069 at 4% or $34,046 at 6%; with 100% employer match about $38,302 at 4% or $25,535 at 6%. |
| S.A. Davis and Associates Inc. 401(K) Plan | - | 6 | $213,060 | $18,385 | $3,064iApproximate average salary by contribution assumption: employee only about $76,604 at 4% or $51,069 at 6%; with 50% employer match about $51,069 at 4% or $34,046 at 6%; with 100% employer match about $38,302 at 4% or $25,535 at 6%. |
| 2011 | 1 | 7 | $174,235 | $188,491 | $26,927iApproximate average salary by contribution assumption: employee only about $673,182 at 4% or $448,788 at 6%; with 50% employer match about $448,788 at 4% or $299,192 at 6%; with 100% employer match about $336,591 at 4% or $224,394 at 6%. |
| S.A. Davis and Associates Inc. 401(K) Plan | - | 7 | $174,235 | $188,491 | $26,927iApproximate average salary by contribution assumption: employee only about $673,182 at 4% or $448,788 at 6%; with 50% employer match about $448,788 at 4% or $299,192 at 6%; with 100% employer match about $336,591 at 4% or $224,394 at 6%. |