Civic Intelligence

DAVIS TAX GROUP, INC.

Plan context: DAVIS TAX GROUP, INC. RETIREMENT PLAN

EIN 93-3961664 • Greensboro, NC • 2 filings • 1 plans

515 College Rd., #18Greensboro, NC 27410
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$116,455

2025 Contributions

$72,297

Historical Graphs

Total Assets Over Time

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

$116,455$58,228$020242025YearValue
$116,455Latest year 2025

Participants Over Time

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

42020242025YearValue
4Latest year 2025

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
202514$116,455$72,297$18,074iApproximate average salary by contribution assumption: employee only about $451,856 at 4% or $301,238 at 6%; with 50% employer match about $301,238 at 4% or $200,825 at 6%; with 100% employer match about $225,928 at 4% or $150,619 at 6%.
DAVIS TAX GROUP, INC. RETIREMENT PLAN-4$116,455$72,297$18,074iApproximate average salary by contribution assumption: employee only about $451,856 at 4% or $301,238 at 6%; with 50% employer match about $301,238 at 4% or $200,825 at 6%; with 100% employer match about $225,928 at 4% or $150,619 at 6%.
202414$31,646$31,469$7,867iApproximate average salary by contribution assumption: employee only about $196,681 at 4% or $131,121 at 6%; with 50% employer match about $131,121 at 4% or $87,414 at 6%; with 100% employer match about $98,341 at 4% or $65,560 at 6%.
DAVIS TAX GROUP, INC. RETIREMENT PLAN-4$31,646$31,469$7,867iApproximate average salary by contribution assumption: employee only about $196,681 at 4% or $131,121 at 6%; with 50% employer match about $131,121 at 4% or $87,414 at 6%; with 100% employer match about $98,341 at 4% or $65,560 at 6%.