Civic Intelligence

Davis Lucas Carter LLP

Plan context: Davis Lucas Carter Safe Harbor 401(K) Plan

EIN 93-3820977 • Rome, GA • 1 filings • 1 plans

210 East 2nd AvenueSuite 301Rome, GA 30161
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,144,447

2024 Contributions

$148,615

Historical Graphs

Total Assets Over Time

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

$3,144,447$1,572,224$02024YearValue
$3,144,447Latest year 2024

Participants Over Time

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

7402024YearValue
7Latest 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
202417$3,144,447$148,615$21,231iApproximate average salary by contribution assumption: employee only about $530,768 at 4% or $353,845 at 6%; with 50% employer match about $353,845 at 4% or $235,897 at 6%; with 100% employer match about $265,384 at 4% or $176,923 at 6%.
Davis Lucas Carter Safe Harbor 401(K) Plan-7$3,144,447$148,615$21,231iApproximate average salary by contribution assumption: employee only about $530,768 at 4% or $353,845 at 6%; with 50% employer match about $353,845 at 4% or $235,897 at 6%; with 100% employer match about $265,384 at 4% or $176,923 at 6%.