JOEL DAVIS MD PHD PLLC
Plan context: JOEL DAVIS MD PHD PLLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 84-2740358 • Edmond, OK • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$22,291
2025 Contributions
$70
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $22,291 | $0 | - |
| JOEL DAVIS MD PHD PLLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $22,291 | $0 | - |
| 2024 | 1 | 2 | $21,021 | $0 | - |
| JOEL DAVIS MD PHD PLLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $21,021 | $0 | - |
| 2023 | 1 | 2 | $20,478 | $0 | - |
| JOEL DAVIS MD PHD PLLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $20,478 | $0 | - |
| 2022 | 1 | 2 | $19,191 | $70 | $35iApproximate average salary by contribution assumption: employee only about $875 at 4% or $583 at 6%; with 50% employer match about $583 at 4% or $389 at 6%; with 100% employer match about $438 at 4% or $292 at 6%. |
| JOEL DAVIS MD PHD PLLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $19,191 | $70 | $35iApproximate average salary by contribution assumption: employee only about $875 at 4% or $583 at 6%; with 50% employer match about $583 at 4% or $389 at 6%; with 100% employer match about $438 at 4% or $292 at 6%. |
| 2021 | 1 | 1 | $16,890 | $12,929 | $12,929iApproximate average salary by contribution assumption: employee only about $323,225 at 4% or $215,483 at 6%; with 50% employer match about $215,483 at 4% or $143,656 at 6%; with 100% employer match about $161,613 at 4% or $107,742 at 6%. |
| JOEL DAVIS MD PHD PLLC 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $16,890 | $12,929 | $12,929iApproximate average salary by contribution assumption: employee only about $323,225 at 4% or $215,483 at 6%; with 50% employer match about $215,483 at 4% or $143,656 at 6%; with 100% employer match about $161,613 at 4% or $107,742 at 6%. |
| 2020 | 1 | 3 | $22,820 | $19,378 | $6,459iApproximate average salary by contribution assumption: employee only about $161,483 at 4% or $107,656 at 6%; with 50% employer match about $107,656 at 4% or $71,770 at 6%; with 100% employer match about $80,742 at 4% or $53,828 at 6%. |
| JOEL DAVIS MD PHD PLLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $22,820 | $19,378 | $6,459iApproximate average salary by contribution assumption: employee only about $161,483 at 4% or $107,656 at 6%; with 50% employer match about $107,656 at 4% or $71,770 at 6%; with 100% employer match about $80,742 at 4% or $53,828 at 6%. |