Civic Intelligence

Mark Davis Cfp

Plan context: Mark Davis Cfp 401K Plan

EIN 87-0478545 • Salt Lake City, UT • 15 filings • 2 plans

2795 East Cottonwood ParkwaySte 600Salt Lake City, UT 84121
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$312,561

2018 Contributions

$28,495

Historical Graphs

Total Assets Over Time

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

$1,108,697$554,349$0200620132018YearValue
$312,561Latest year 2018

Participants Over Time

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

210200620122018YearValue
2Latest year 2018

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
201812$312,561$28,495$14,248iApproximate average salary by contribution assumption: employee only about $356,188 at 4% or $237,458 at 6%; with 50% employer match about $237,458 at 4% or $158,306 at 6%; with 100% employer match about $178,094 at 4% or $118,729 at 6%.
Mark Davis Cfp 401K Plan-2$312,561$28,495$14,248iApproximate average salary by contribution assumption: employee only about $356,188 at 4% or $237,458 at 6%; with 50% employer match about $237,458 at 4% or $158,306 at 6%; with 100% employer match about $178,094 at 4% or $118,729 at 6%.
201712$310,430$26,106$13,053iApproximate average salary by contribution assumption: employee only about $326,325 at 4% or $217,550 at 6%; with 50% employer match about $217,550 at 4% or $145,033 at 6%; with 100% employer match about $163,163 at 4% or $108,775 at 6%.
Mark Davis Cfp 401K Plan-2$310,430$26,106$13,053iApproximate average salary by contribution assumption: employee only about $326,325 at 4% or $217,550 at 6%; with 50% employer match about $217,550 at 4% or $145,033 at 6%; with 100% employer match about $163,163 at 4% or $108,775 at 6%.
201612$239,061$22,655$11,328iApproximate average salary by contribution assumption: employee only about $283,188 at 4% or $188,792 at 6%; with 50% employer match about $188,792 at 4% or $125,861 at 6%; with 100% employer match about $141,594 at 4% or $94,396 at 6%.
Mark Davis Cfp 401K Plan-2$239,061$22,655$11,328iApproximate average salary by contribution assumption: employee only about $283,188 at 4% or $188,792 at 6%; with 50% employer match about $188,792 at 4% or $125,861 at 6%; with 100% employer match about $141,594 at 4% or $94,396 at 6%.
201512$204,432$19,175$9,588iApproximate average salary by contribution assumption: employee only about $239,688 at 4% or $159,792 at 6%; with 50% employer match about $159,792 at 4% or $106,528 at 6%; with 100% employer match about $119,844 at 4% or $79,896 at 6%.
Mark Davis Cfp 401K Plan-2$204,432$19,175$9,588iApproximate average salary by contribution assumption: employee only about $239,688 at 4% or $159,792 at 6%; with 50% employer match about $159,792 at 4% or $106,528 at 6%; with 100% employer match about $119,844 at 4% or $79,896 at 6%.
201412$187,501$17,736$8,868iApproximate average salary by contribution assumption: employee only about $221,700 at 4% or $147,800 at 6%; with 50% employer match about $147,800 at 4% or $98,533 at 6%; with 100% employer match about $110,850 at 4% or $73,900 at 6%.
Mark Davis Cfp 401K Plan-2$187,501$17,736$8,868iApproximate average salary by contribution assumption: employee only about $221,700 at 4% or $147,800 at 6%; with 50% employer match about $147,800 at 4% or $98,533 at 6%; with 100% employer match about $110,850 at 4% or $73,900 at 6%.
201312$167,148$17,800$8,900iApproximate average salary by contribution assumption: employee only about $222,500 at 4% or $148,333 at 6%; with 50% employer match about $148,333 at 4% or $98,889 at 6%; with 100% employer match about $111,250 at 4% or $74,167 at 6%.
Mark Davis Cfp 401K Plan-2$167,148$17,800$8,900iApproximate average salary by contribution assumption: employee only about $222,500 at 4% or $148,333 at 6%; with 50% employer match about $148,333 at 4% or $98,889 at 6%; with 100% employer match about $111,250 at 4% or $74,167 at 6%.
201222$119,674$108,451$54,226iApproximate average salary by contribution assumption: employee only about $1,355,638 at 4% or $903,758 at 6%; with 50% employer match about $903,758 at 4% or $602,506 at 6%; with 100% employer match about $677,819 at 4% or $451,879 at 6%.
Mark Davis Cfp 401K Plan-2$119,674$108,451$54,226iApproximate average salary by contribution assumption: employee only about $1,355,638 at 4% or $903,758 at 6%; with 50% employer match about $903,758 at 4% or $602,506 at 6%; with 100% employer match about $677,819 at 4% or $451,879 at 6%.
MARK RAY DAVIS DEFINED BENEFIT PLAN-0---
201122$1,058,746$1,233$617iApproximate average salary by contribution assumption: employee only about $15,413 at 4% or $10,275 at 6%; with 50% employer match about $10,275 at 4% or $6,850 at 6%; with 100% employer match about $7,706 at 4% or $5,138 at 6%.
MARK RAY DAVIS DEFINED BENEFIT PLAN-2$1,057,514--
Mark Davis Cfp 401K Plan-1$1,232$1,233$1,233iApproximate average salary by contribution assumption: employee only about $30,825 at 4% or $20,550 at 6%; with 50% employer match about $20,550 at 4% or $13,700 at 6%; with 100% employer match about $15,413 at 4% or $10,275 at 6%.
201012$1,108,697$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
MARK RAY DAVIS DEFINED BENEFIT PLAN-2$1,108,697$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
200912$942,668$356,277$178,139iApproximate average salary by contribution assumption: employee only about $4,453,463 at 4% or $2,968,975 at 6%; with 50% employer match about $2,968,975 at 4% or $1,979,317 at 6%; with 100% employer match about $2,226,731 at 4% or $1,484,488 at 6%.
MARK RAY DAVIS DEFINED BENEFIT PLAN-2$942,668$356,277$178,139iApproximate average salary by contribution assumption: employee only about $4,453,463 at 4% or $2,968,975 at 6%; with 50% employer match about $2,968,975 at 4% or $1,979,317 at 6%; with 100% employer match about $2,226,731 at 4% or $1,484,488 at 6%.
200812$0$0-
MARK RAY DAVIS DEFINED BENEFIT PLAN-2---
200712$0$0-
MARK RAY DAVIS DEFINED BENEFIT PLAN-2---
200612$664,541$212,910$106,455iApproximate average salary by contribution assumption: employee only about $2,661,375 at 4% or $1,774,250 at 6%; with 50% employer match about $1,774,250 at 4% or $1,182,833 at 6%; with 100% employer match about $1,330,688 at 4% or $887,125 at 6%.
MARK RAY DAVIS DEFINED BENEFIT PLAN-2$664,541$212,910$106,455iApproximate average salary by contribution assumption: employee only about $2,661,375 at 4% or $1,774,250 at 6%; with 50% employer match about $1,774,250 at 4% or $1,182,833 at 6%; with 100% employer match about $1,330,688 at 4% or $887,125 at 6%.