Davis Legacy Inc.
Plan context: Davis Legacy Inc. 401(K) Profit Sharing Plan
EIN 84-3519953 • 6 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,235,277
2024 Contributions
$3,297
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 | 5 | $1,235,277 | $3,297 | $659iApproximate average salary by contribution assumption: employee only about $16,485 at 4% or $10,990 at 6%; with 50% employer match about $10,990 at 4% or $7,327 at 6%; with 100% employer match about $8,243 at 4% or $5,495 at 6%. |
| Davis Legacy Inc. 401(K) Profit Sharing Plan | - | 5 | $1,235,277 | $3,297 | $659iApproximate average salary by contribution assumption: employee only about $16,485 at 4% or $10,990 at 6%; with 50% employer match about $10,990 at 4% or $7,327 at 6%; with 100% employer match about $8,243 at 4% or $5,495 at 6%. |
| 2023 | 1 | 5 | $1,123,377 | $3,677 | $735iApproximate average salary by contribution assumption: employee only about $18,385 at 4% or $12,257 at 6%; with 50% employer match about $12,257 at 4% or $8,171 at 6%; with 100% employer match about $9,193 at 4% or $6,128 at 6%. |
| Davis Legacy Inc. 401(K) Profit Sharing Plan | - | 5 | $1,123,377 | $3,677 | $735iApproximate average salary by contribution assumption: employee only about $18,385 at 4% or $12,257 at 6%; with 50% employer match about $12,257 at 4% or $8,171 at 6%; with 100% employer match about $9,193 at 4% or $6,128 at 6%. |
| 2022 | 1 | 4 | $1,069,889 | $1,043 | $261iApproximate average salary by contribution assumption: employee only about $6,519 at 4% or $4,346 at 6%; with 50% employer match about $4,346 at 4% or $2,897 at 6%; with 100% employer match about $3,259 at 4% or $2,173 at 6%. |
| Davis Legacy Inc. 401(K) Profit Sharing Plan | - | 4 | $1,069,889 | $1,043 | $261iApproximate average salary by contribution assumption: employee only about $6,519 at 4% or $4,346 at 6%; with 50% employer match about $4,346 at 4% or $2,897 at 6%; with 100% employer match about $3,259 at 4% or $2,173 at 6%. |
| 2021 | 1 | 2 | $317,835 | $0 | - |
| Davis Legacy Inc. 401(K) Profit Sharing Plan | - | 2 | $317,835 | - | - |
| 2020 | 1 | 2 | $72,998 | $0 | - |
| Davis Legacy Inc. 401(K) Profit Sharing Plan | - | 2 | $72,998 | - | - |
| 2019 | 1 | 2 | $73,268 | $73,286 | $36,643iApproximate average salary by contribution assumption: employee only about $916,075 at 4% or $610,717 at 6%; with 50% employer match about $610,717 at 4% or $407,144 at 6%; with 100% employer match about $458,038 at 4% or $305,358 at 6%. |
| Davis Legacy Inc. 401(K) Profit Sharing Plan | - | 2 | $73,268 | $73,286 | $36,643iApproximate average salary by contribution assumption: employee only about $916,075 at 4% or $610,717 at 6%; with 50% employer match about $610,717 at 4% or $407,144 at 6%; with 100% employer match about $458,038 at 4% or $305,358 at 6%. |