Leavy, Schultz, Davis, P.S.
Plan context: Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust
EIN 91-1143392 • Kennewick, WA • 26 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$10,007,430
2024 Contributions
$390,068
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 | 15 | $10,007,430 | $390,068 | $26,005iApproximate average salary by contribution assumption: employee only about $650,113 at 4% or $433,409 at 6%; with 50% employer match about $433,409 at 4% or $288,939 at 6%; with 100% employer match about $325,057 at 4% or $216,704 at 6%. |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 15 | $10,007,430 | $390,068 | $26,005iApproximate average salary by contribution assumption: employee only about $650,113 at 4% or $433,409 at 6%; with 50% employer match about $433,409 at 4% or $288,939 at 6%; with 100% employer match about $325,057 at 4% or $216,704 at 6%. |
| 2023 | 1 | 13 | $9,202,669 | $305,966 | $23,536iApproximate average salary by contribution assumption: employee only about $588,396 at 4% or $392,264 at 6%; with 50% employer match about $392,264 at 4% or $261,509 at 6%; with 100% employer match about $294,198 at 4% or $196,132 at 6%. |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 13 | $9,202,669 | $305,966 | $23,536iApproximate average salary by contribution assumption: employee only about $588,396 at 4% or $392,264 at 6%; with 50% employer match about $392,264 at 4% or $261,509 at 6%; with 100% employer match about $294,198 at 4% or $196,132 at 6%. |
| 2022 | 1 | 15 | $9,051,789 | $451,312 | $30,087iApproximate average salary by contribution assumption: employee only about $752,187 at 4% or $501,458 at 6%; with 50% employer match about $501,458 at 4% or $334,305 at 6%; with 100% employer match about $376,093 at 4% or $250,729 at 6%. |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 15 | $9,051,789 | $451,312 | $30,087iApproximate average salary by contribution assumption: employee only about $752,187 at 4% or $501,458 at 6%; with 50% employer match about $501,458 at 4% or $334,305 at 6%; with 100% employer match about $376,093 at 4% or $250,729 at 6%. |
| 2021 | 1 | 15 | $11,211,596 | $277,598 | $18,507iApproximate average salary by contribution assumption: employee only about $462,663 at 4% or $308,442 at 6%; with 50% employer match about $308,442 at 4% or $205,628 at 6%; with 100% employer match about $231,332 at 4% or $154,221 at 6%. |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 15 | $11,211,596 | $277,598 | $18,507iApproximate average salary by contribution assumption: employee only about $462,663 at 4% or $308,442 at 6%; with 50% employer match about $308,442 at 4% or $205,628 at 6%; with 100% employer match about $231,332 at 4% or $154,221 at 6%. |
| 2020 | 1 | 16 | $10,383,753 | $268,954 | $16,810iApproximate average salary by contribution assumption: employee only about $420,241 at 4% or $280,160 at 6%; with 50% employer match about $280,160 at 4% or $186,774 at 6%; with 100% employer match about $210,120 at 4% or $140,080 at 6%. |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 16 | $10,383,753 | $268,954 | $16,810iApproximate average salary by contribution assumption: employee only about $420,241 at 4% or $280,160 at 6%; with 50% employer match about $280,160 at 4% or $186,774 at 6%; with 100% employer match about $210,120 at 4% or $140,080 at 6%. |
| 2019 | 1 | 16 | $9,608,136 | $234,709 | $14,669iApproximate average salary by contribution assumption: employee only about $366,733 at 4% or $244,489 at 6%; with 50% employer match about $244,489 at 4% or $162,992 at 6%; with 100% employer match about $183,366 at 4% or $122,244 at 6%. |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 16 | $9,608,136 | $234,709 | $14,669iApproximate average salary by contribution assumption: employee only about $366,733 at 4% or $244,489 at 6%; with 50% employer match about $244,489 at 4% or $162,992 at 6%; with 100% employer match about $183,366 at 4% or $122,244 at 6%. |
| 2018 | 1 | 15 | $8,202,567 | $445,603 | $29,707iApproximate average salary by contribution assumption: employee only about $742,672 at 4% or $495,114 at 6%; with 50% employer match about $495,114 at 4% or $330,076 at 6%; with 100% employer match about $371,336 at 4% or $247,557 at 6%. |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 15 | $8,202,567 | $445,603 | $29,707iApproximate average salary by contribution assumption: employee only about $742,672 at 4% or $495,114 at 6%; with 50% employer match about $495,114 at 4% or $330,076 at 6%; with 100% employer match about $371,336 at 4% or $247,557 at 6%. |
| 2017 | 1 | 14 | $8,737,891 | $179,945 | $12,853iApproximate average salary by contribution assumption: employee only about $321,330 at 4% or $214,220 at 6%; with 50% employer match about $214,220 at 4% or $142,813 at 6%; with 100% employer match about $160,665 at 4% or $107,110 at 6%. |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 14 | $8,737,891 | $179,945 | $12,853iApproximate average salary by contribution assumption: employee only about $321,330 at 4% or $214,220 at 6%; with 50% employer match about $214,220 at 4% or $142,813 at 6%; with 100% employer match about $160,665 at 4% or $107,110 at 6%. |
| 2016 | 1 | 15 | $7,563,160 | $309,189 | $20,613iApproximate average salary by contribution assumption: employee only about $515,315 at 4% or $343,543 at 6%; with 50% employer match about $343,543 at 4% or $229,029 at 6%; with 100% employer match about $257,657 at 4% or $171,772 at 6%. |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 15 | $7,563,160 | $309,189 | $20,613iApproximate average salary by contribution assumption: employee only about $515,315 at 4% or $343,543 at 6%; with 50% employer match about $343,543 at 4% or $229,029 at 6%; with 100% employer match about $257,657 at 4% or $171,772 at 6%. |
| 2015 | 1 | 15 | $7,595,520 | $236,574 | $15,772iApproximate average salary by contribution assumption: employee only about $394,290 at 4% or $262,860 at 6%; with 50% employer match about $262,860 at 4% or $175,240 at 6%; with 100% employer match about $197,145 at 4% or $131,430 at 6%. |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 15 | $7,595,520 | $236,574 | $15,772iApproximate average salary by contribution assumption: employee only about $394,290 at 4% or $262,860 at 6%; with 50% employer match about $262,860 at 4% or $175,240 at 6%; with 100% employer match about $197,145 at 4% or $131,430 at 6%. |
| 2014 | 1 | 15 | $8,743,571 | $221,864 | $14,791iApproximate average salary by contribution assumption: employee only about $369,773 at 4% or $246,516 at 6%; with 50% employer match about $246,516 at 4% or $164,344 at 6%; with 100% employer match about $184,887 at 4% or $123,258 at 6%. |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 15 | $8,743,571 | $221,864 | $14,791iApproximate average salary by contribution assumption: employee only about $369,773 at 4% or $246,516 at 6%; with 50% employer match about $246,516 at 4% or $164,344 at 6%; with 100% employer match about $184,887 at 4% or $123,258 at 6%. |
| 2013 | 1 | 15 | $8,264,753 | $267,157 | $17,810iApproximate average salary by contribution assumption: employee only about $445,262 at 4% or $296,841 at 6%; with 50% employer match about $296,841 at 4% or $197,894 at 6%; with 100% employer match about $222,631 at 4% or $148,421 at 6%. |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 15 | $8,264,753 | $267,157 | $17,810iApproximate average salary by contribution assumption: employee only about $445,262 at 4% or $296,841 at 6%; with 50% employer match about $296,841 at 4% or $197,894 at 6%; with 100% employer match about $222,631 at 4% or $148,421 at 6%. |
| 2012 | 1 | 13 | $6,862,564 | $221,616 | $17,047iApproximate average salary by contribution assumption: employee only about $426,185 at 4% or $284,123 at 6%; with 50% employer match about $284,123 at 4% or $189,415 at 6%; with 100% employer match about $213,092 at 4% or $142,062 at 6%. |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 13 | $6,862,564 | $221,616 | $17,047iApproximate average salary by contribution assumption: employee only about $426,185 at 4% or $284,123 at 6%; with 50% employer match about $284,123 at 4% or $189,415 at 6%; with 100% employer match about $213,092 at 4% or $142,062 at 6%. |
| 2011 | 1 | 12 | $6,271,292 | $178,059 | $14,838iApproximate average salary by contribution assumption: employee only about $370,956 at 4% or $247,304 at 6%; with 50% employer match about $247,304 at 4% or $164,869 at 6%; with 100% employer match about $185,478 at 4% or $123,652 at 6%. |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 12 | $6,271,292 | $178,059 | $14,838iApproximate average salary by contribution assumption: employee only about $370,956 at 4% or $247,304 at 6%; with 50% employer match about $247,304 at 4% or $164,869 at 6%; with 100% employer match about $185,478 at 4% or $123,652 at 6%. |
| 2010 | 1 | 13 | $6,230,853 | $158,115 | $12,163iApproximate average salary by contribution assumption: employee only about $304,067 at 4% or $202,712 at 6%; with 50% employer match about $202,712 at 4% or $135,141 at 6%; with 100% employer match about $152,034 at 4% or $101,356 at 6%. |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 13 | $6,230,853 | $158,115 | $12,163iApproximate average salary by contribution assumption: employee only about $304,067 at 4% or $202,712 at 6%; with 50% employer match about $202,712 at 4% or $135,141 at 6%; with 100% employer match about $152,034 at 4% or $101,356 at 6%. |
| 2009 | 1 | 12 | $5,212,851 | $170,386 | $14,199iApproximate average salary by contribution assumption: employee only about $354,971 at 4% or $236,647 at 6%; with 50% employer match about $236,647 at 4% or $157,765 at 6%; with 100% employer match about $177,485 at 4% or $118,324 at 6%. |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 12 | $5,212,851 | $170,386 | $14,199iApproximate average salary by contribution assumption: employee only about $354,971 at 4% or $236,647 at 6%; with 50% employer match about $236,647 at 4% or $157,765 at 6%; with 100% employer match about $177,485 at 4% or $118,324 at 6%. |
| 2008 | 1 | 11 | $0 | $0 | - |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 11 | - | - | - |
| 2007 | 1 | 10 | $0 | $0 | - |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 10 | - | - | - |
| 2006 | 1 | 10 | $6,109,007 | $169,207 | $16,921iApproximate average salary by contribution assumption: employee only about $423,018 at 4% or $282,012 at 6%; with 50% employer match about $282,012 at 4% or $188,008 at 6%; with 100% employer match about $211,509 at 4% or $141,006 at 6%. |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 10 | $6,109,007 | $169,207 | $16,921iApproximate average salary by contribution assumption: employee only about $423,018 at 4% or $282,012 at 6%; with 50% employer match about $282,012 at 4% or $188,008 at 6%; with 100% employer match about $211,509 at 4% or $141,006 at 6%. |
| 2005 | 1 | 11 | $5,118,175 | $0 | - |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 11 | $5,118,175 | - | - |
| 2004 | 1 | 13 | $4,890,414 | $142,314 | $10,947iApproximate average salary by contribution assumption: employee only about $273,681 at 4% or $182,454 at 6%; with 50% employer match about $182,454 at 4% or $121,636 at 6%; with 100% employer match about $136,840 at 4% or $91,227 at 6%. |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 13 | $4,890,414 | $142,314 | $10,947iApproximate average salary by contribution assumption: employee only about $273,681 at 4% or $182,454 at 6%; with 50% employer match about $182,454 at 4% or $121,636 at 6%; with 100% employer match about $136,840 at 4% or $91,227 at 6%. |
| 2003 | 1 | 13 | $4,292,006 | $161,183 | $12,399iApproximate average salary by contribution assumption: employee only about $309,967 at 4% or $206,645 at 6%; with 50% employer match about $206,645 at 4% or $137,763 at 6%; with 100% employer match about $154,984 at 4% or $103,322 at 6%. |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 13 | $4,292,006 | $161,183 | $12,399iApproximate average salary by contribution assumption: employee only about $309,967 at 4% or $206,645 at 6%; with 50% employer match about $206,645 at 4% or $137,763 at 6%; with 100% employer match about $154,984 at 4% or $103,322 at 6%. |
| 2002 | 1 | 12 | $3,498,861 | $133,933 | $11,161iApproximate average salary by contribution assumption: employee only about $279,027 at 4% or $186,018 at 6%; with 50% employer match about $186,018 at 4% or $124,012 at 6%; with 100% employer match about $139,514 at 4% or $93,009 at 6%. |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 12 | $3,498,861 | $133,933 | $11,161iApproximate average salary by contribution assumption: employee only about $279,027 at 4% or $186,018 at 6%; with 50% employer match about $186,018 at 4% or $124,012 at 6%; with 100% employer match about $139,514 at 4% or $93,009 at 6%. |
| 2001 | 1 | 12 | $0 | $0 | - |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 12 | - | - | - |
| 2000 | 1 | 11 | $3,612,786 | $109,808 | $9,983iApproximate average salary by contribution assumption: employee only about $249,564 at 4% or $166,376 at 6%; with 50% employer match about $166,376 at 4% or $110,917 at 6%; with 100% employer match about $124,782 at 4% or $83,188 at 6%. |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 11 | $3,612,786 | $109,808 | $9,983iApproximate average salary by contribution assumption: employee only about $249,564 at 4% or $166,376 at 6%; with 50% employer match about $166,376 at 4% or $110,917 at 6%; with 100% employer match about $124,782 at 4% or $83,188 at 6%. |
| 1999 | 1 | 11 | $4,121,861 | $126,419 | $11,493iApproximate average salary by contribution assumption: employee only about $287,316 at 4% or $191,544 at 6%; with 50% employer match about $191,544 at 4% or $127,696 at 6%; with 100% employer match about $143,658 at 4% or $95,772 at 6%. |
| Leavy, Schultz, Davis, P.S. 401(K) Profit Sharing Plan & Trust | - | 11 | $4,121,861 | $126,419 | $11,493iApproximate average salary by contribution assumption: employee only about $287,316 at 4% or $191,544 at 6%; with 50% employer match about $191,544 at 4% or $127,696 at 6%; with 100% employer match about $143,658 at 4% or $95,772 at 6%. |