Civic Intelligence

Kerry S. David Ltd

Plan context: Kerry S. David Ltd Profit Sharing Plan

EIN 88-0168251 • Zephyr Cove, NV • 26 filings • 5 plans

308 Dorla Ct., Suite 204Zephyr Cove, NV 89448
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$5,315,021

2024 Contributions

$132,604

Historical Graphs

Total Assets Over Time

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

$5,315,021$2,657,511$0199920142024YearValue
$5,315,021Latest year 2024

Participants Over Time

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

1260199920122024YearValue
9Latest year 2024

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
202419$5,315,021$132,604$14,734iApproximate average salary by contribution assumption: employee only about $368,344 at 4% or $245,563 at 6%; with 50% employer match about $245,563 at 4% or $163,709 at 6%; with 100% employer match about $184,172 at 4% or $122,781 at 6%.
Kerry S. David Ltd Profit Sharing Plan-9$5,315,021$132,604$14,734iApproximate average salary by contribution assumption: employee only about $368,344 at 4% or $245,563 at 6%; with 50% employer match about $245,563 at 4% or $163,709 at 6%; with 100% employer match about $184,172 at 4% or $122,781 at 6%.
202319$4,372,665$168,004$18,667iApproximate average salary by contribution assumption: employee only about $466,678 at 4% or $311,119 at 6%; with 50% employer match about $311,119 at 4% or $207,412 at 6%; with 100% employer match about $233,339 at 4% or $155,559 at 6%.
Kerry S. David Ltd Profit Sharing Plan-9$4,372,665$168,004$18,667iApproximate average salary by contribution assumption: employee only about $466,678 at 4% or $311,119 at 6%; with 50% employer match about $311,119 at 4% or $207,412 at 6%; with 100% employer match about $233,339 at 4% or $155,559 at 6%.
202218$3,712,535$146,275$18,284iApproximate average salary by contribution assumption: employee only about $457,109 at 4% or $304,740 at 6%; with 50% employer match about $304,740 at 4% or $203,160 at 6%; with 100% employer match about $228,555 at 4% or $152,370 at 6%.
Kerry S. David Ltd Profit Sharing Plan-8$3,712,535$146,275$18,284iApproximate average salary by contribution assumption: employee only about $457,109 at 4% or $304,740 at 6%; with 50% employer match about $304,740 at 4% or $203,160 at 6%; with 100% employer match about $228,555 at 4% or $152,370 at 6%.
202118$4,180,312$121,107$15,138iApproximate average salary by contribution assumption: employee only about $378,459 at 4% or $252,306 at 6%; with 50% employer match about $252,306 at 4% or $168,204 at 6%; with 100% employer match about $189,230 at 4% or $126,153 at 6%.
Kerry S. David Ltd Profit Sharing Plan-8$4,180,312$121,107$15,138iApproximate average salary by contribution assumption: employee only about $378,459 at 4% or $252,306 at 6%; with 50% employer match about $252,306 at 4% or $168,204 at 6%; with 100% employer match about $189,230 at 4% or $126,153 at 6%.
202018$3,693,590$118,921$14,865iApproximate average salary by contribution assumption: employee only about $371,628 at 4% or $247,752 at 6%; with 50% employer match about $247,752 at 4% or $165,168 at 6%; with 100% employer match about $185,814 at 4% or $123,876 at 6%.
Kerry S. David Ltd Profit Sharing Plan-8$3,693,590$118,921$14,865iApproximate average salary by contribution assumption: employee only about $371,628 at 4% or $247,752 at 6%; with 50% employer match about $247,752 at 4% or $165,168 at 6%; with 100% employer match about $185,814 at 4% or $123,876 at 6%.
2019112$3,190,485$114,784$9,565iApproximate average salary by contribution assumption: employee only about $239,133 at 4% or $159,422 at 6%; with 50% employer match about $159,422 at 4% or $106,281 at 6%; with 100% employer match about $119,567 at 4% or $79,711 at 6%.
Kerry S. David Ltd Profit Sharing Plan-12$3,190,485$114,784$9,565iApproximate average salary by contribution assumption: employee only about $239,133 at 4% or $159,422 at 6%; with 50% employer match about $159,422 at 4% or $106,281 at 6%; with 100% employer match about $119,567 at 4% or $79,711 at 6%.
2018110$2,609,336$113,403$11,340iApproximate average salary by contribution assumption: employee only about $283,508 at 4% or $189,005 at 6%; with 50% employer match about $189,005 at 4% or $126,003 at 6%; with 100% employer match about $141,754 at 4% or $94,503 at 6%.
Kerry S. David Ltd Profit Sharing Plan-10$2,609,336$113,403$11,340iApproximate average salary by contribution assumption: employee only about $283,508 at 4% or $189,005 at 6%; with 50% employer match about $189,005 at 4% or $126,003 at 6%; with 100% employer match about $141,754 at 4% or $94,503 at 6%.
2017111$2,603,576$137,242$12,477iApproximate average salary by contribution assumption: employee only about $311,914 at 4% or $207,942 at 6%; with 50% employer match about $207,942 at 4% or $138,628 at 6%; with 100% employer match about $155,957 at 4% or $103,971 at 6%.
Kerry S. David Ltd Profit Sharing Plan-11$2,603,576$137,242$12,477iApproximate average salary by contribution assumption: employee only about $311,914 at 4% or $207,942 at 6%; with 50% employer match about $207,942 at 4% or $138,628 at 6%; with 100% employer match about $155,957 at 4% or $103,971 at 6%.
201619$2,213,761$130,510$14,501iApproximate average salary by contribution assumption: employee only about $362,528 at 4% or $241,685 at 6%; with 50% employer match about $241,685 at 4% or $161,123 at 6%; with 100% employer match about $181,264 at 4% or $120,843 at 6%.
Kerry S. David Ltd Profit Sharing Plan-9$2,213,761$130,510$14,501iApproximate average salary by contribution assumption: employee only about $362,528 at 4% or $241,685 at 6%; with 50% employer match about $241,685 at 4% or $161,123 at 6%; with 100% employer match about $181,264 at 4% or $120,843 at 6%.
201518$1,736,815$99,931$12,491iApproximate average salary by contribution assumption: employee only about $312,284 at 4% or $208,190 at 6%; with 50% employer match about $208,190 at 4% or $138,793 at 6%; with 100% employer match about $156,142 at 4% or $104,095 at 6%.
Kerry S. David Ltd Profit Sharing Plan-8$1,736,815$99,931$12,491iApproximate average salary by contribution assumption: employee only about $312,284 at 4% or $208,190 at 6%; with 50% employer match about $208,190 at 4% or $138,793 at 6%; with 100% employer match about $156,142 at 4% or $104,095 at 6%.
201418$1,692,293$82,822$10,353iApproximate average salary by contribution assumption: employee only about $258,819 at 4% or $172,546 at 6%; with 50% employer match about $172,546 at 4% or $115,031 at 6%; with 100% employer match about $129,409 at 4% or $86,273 at 6%.
Kerry S. David Ltd Profit Sharing Plan-8$1,692,293$82,822$10,353iApproximate average salary by contribution assumption: employee only about $258,819 at 4% or $172,546 at 6%; with 50% employer match about $172,546 at 4% or $115,031 at 6%; with 100% employer match about $129,409 at 4% or $86,273 at 6%.
201318$1,543,157$100,481$12,560iApproximate average salary by contribution assumption: employee only about $314,003 at 4% or $209,335 at 6%; with 50% employer match about $209,335 at 4% or $139,557 at 6%; with 100% employer match about $157,002 at 4% or $104,668 at 6%.
Kerry S. David Ltd Profit Sharing Plan-8$1,543,157$100,481$12,560iApproximate average salary by contribution assumption: employee only about $314,003 at 4% or $209,335 at 6%; with 50% employer match about $209,335 at 4% or $139,557 at 6%; with 100% employer match about $157,002 at 4% or $104,668 at 6%.
201218$1,216,182$94,649$11,831iApproximate average salary by contribution assumption: employee only about $295,778 at 4% or $197,185 at 6%; with 50% employer match about $197,185 at 4% or $131,457 at 6%; with 100% employer match about $147,889 at 4% or $98,593 at 6%.
Kerry S. David Ltd Profit Sharing Plan-8$1,216,182$94,649$11,831iApproximate average salary by contribution assumption: employee only about $295,778 at 4% or $197,185 at 6%; with 50% employer match about $197,185 at 4% or $131,457 at 6%; with 100% employer match about $147,889 at 4% or $98,593 at 6%.
201118$997,547$91,932$11,492iApproximate average salary by contribution assumption: employee only about $287,288 at 4% or $191,525 at 6%; with 50% employer match about $191,525 at 4% or $127,683 at 6%; with 100% employer match about $143,644 at 4% or $95,763 at 6%.
Kerry S. David Ltd Profit Sharing Plan-8$997,547$91,932$11,492iApproximate average salary by contribution assumption: employee only about $287,288 at 4% or $191,525 at 6%; with 50% employer match about $191,525 at 4% or $127,683 at 6%; with 100% employer match about $143,644 at 4% or $95,763 at 6%.
201017$1,137,975$102,433$14,633iApproximate average salary by contribution assumption: employee only about $365,832 at 4% or $243,888 at 6%; with 50% employer match about $243,888 at 4% or $162,592 at 6%; with 100% employer match about $182,916 at 4% or $121,944 at 6%.
Kerry S. David Ltd Profit Sharing Plan-7$1,137,975$102,433$14,633iApproximate average salary by contribution assumption: employee only about $365,832 at 4% or $243,888 at 6%; with 50% employer match about $243,888 at 4% or $162,592 at 6%; with 100% employer match about $182,916 at 4% or $121,944 at 6%.
200917$892,379$80,754$11,536iApproximate average salary by contribution assumption: employee only about $288,407 at 4% or $192,271 at 6%; with 50% employer match about $192,271 at 4% or $128,181 at 6%; with 100% employer match about $144,204 at 4% or $96,136 at 6%.
Kerry S. David Ltd Profit Sharing Plan-7$892,379$80,754$11,536iApproximate average salary by contribution assumption: employee only about $288,407 at 4% or $192,271 at 6%; with 50% employer match about $192,271 at 4% or $128,181 at 6%; with 100% employer match about $144,204 at 4% or $96,136 at 6%.
200818$0$0-
Kerry S. David Ltd Profit Sharing Plan-8---
200717$0$0-
Kerry S. David Ltd Profit Sharing Plan-7---
200618$767,110$124,566$15,571iApproximate average salary by contribution assumption: employee only about $389,269 at 4% or $259,513 at 6%; with 50% employer match about $259,513 at 4% or $173,008 at 6%; with 100% employer match about $194,634 at 4% or $129,756 at 6%.
Kerry S. David Ltd Profit Sharing Plan-8$767,110$124,566$15,571iApproximate average salary by contribution assumption: employee only about $389,269 at 4% or $259,513 at 6%; with 50% employer match about $259,513 at 4% or $173,008 at 6%; with 100% employer match about $194,634 at 4% or $129,756 at 6%.
200518$582,674$109,093$13,637iApproximate average salary by contribution assumption: employee only about $340,916 at 4% or $227,277 at 6%; with 50% employer match about $227,277 at 4% or $151,518 at 6%; with 100% employer match about $170,458 at 4% or $113,639 at 6%.
Kerry S. David Ltd Profit Sharing Plan-8$582,674$109,093$13,637iApproximate average salary by contribution assumption: employee only about $340,916 at 4% or $227,277 at 6%; with 50% employer match about $227,277 at 4% or $151,518 at 6%; with 100% employer match about $170,458 at 4% or $113,639 at 6%.
200417$392,381$58,996$8,428iApproximate average salary by contribution assumption: employee only about $210,700 at 4% or $140,467 at 6%; with 50% employer match about $140,467 at 4% or $93,644 at 6%; with 100% employer match about $105,350 at 4% or $70,233 at 6%.
Kerry S. David Ltd Profit Sharing Plan-7$392,381$58,996$8,428iApproximate average salary by contribution assumption: employee only about $210,700 at 4% or $140,467 at 6%; with 50% employer match about $140,467 at 4% or $93,644 at 6%; with 100% employer match about $105,350 at 4% or $70,233 at 6%.
200317$0$0-
Kerry S. David Ltd Profit Sharing Plan-7---
200215$209,666$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Kerry S. David Ltd Profit Sharing Plan-5$209,666$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200114$0$0-
Kerry S. David Ltd Profit Sharing Plan-4---
200015$0$0-
Kerry S. David Ltd Profit Sharing Plan-5---
199914$241,983$48,421$12,105iApproximate average salary by contribution assumption: employee only about $302,631 at 4% or $201,754 at 6%; with 50% employer match about $201,754 at 4% or $134,503 at 6%; with 100% employer match about $151,316 at 4% or $100,877 at 6%.
Kerry S. David Ltd Profit Sharing Plan-4$241,983$48,421$12,105iApproximate average salary by contribution assumption: employee only about $302,631 at 4% or $201,754 at 6%; with 50% employer match about $201,754 at 4% or $134,503 at 6%; with 100% employer match about $151,316 at 4% or $100,877 at 6%.