Civic Intelligence

Davis, Carter, Katter & Barrett LLP

Plan context: Davis Carter Et Al 401K Ps Plan

EIN 93-6107217 • Salem, OR • 17 filings • 6 plans

P.O. Box 926Salem, OR 97308
Current Snapshot

Latest Year

2015

2015 Participants

5

2015 Assets

$2,377,886

2015 Contributions

$41,621

Historical Graphs

Total Assets Over Time

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

$3,064,024$1,532,012$0199920102014YearValue
$2,377,886Latest year 2014

Participants Over Time

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

840199920072014YearValue
5Latest year 2014

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
201510$0$0-
Davis Carter Et Al 401K Ps Plan-0$0--
201415$2,377,886$41,621$8,324iApproximate average salary by contribution assumption: employee only about $208,105 at 4% or $138,737 at 6%; with 50% employer match about $138,737 at 4% or $92,491 at 6%; with 100% employer match about $104,053 at 4% or $69,368 at 6%.
Davis Carter Et Al 401K Ps Plan-5$2,377,886$41,621$8,324iApproximate average salary by contribution assumption: employee only about $208,105 at 4% or $138,737 at 6%; with 50% employer match about $138,737 at 4% or $92,491 at 6%; with 100% employer match about $104,053 at 4% or $69,368 at 6%.
201315$2,310,391$44,034$8,807iApproximate average salary by contribution assumption: employee only about $220,170 at 4% or $146,780 at 6%; with 50% employer match about $146,780 at 4% or $97,853 at 6%; with 100% employer match about $110,085 at 4% or $73,390 at 6%.
Davis Carter Et Al 401K Ps Plan-5$2,310,391$44,034$8,807iApproximate average salary by contribution assumption: employee only about $220,170 at 4% or $146,780 at 6%; with 50% employer match about $146,780 at 4% or $97,853 at 6%; with 100% employer match about $110,085 at 4% or $73,390 at 6%.
201217$3,064,024$58,749$8,393iApproximate average salary by contribution assumption: employee only about $209,818 at 4% or $139,879 at 6%; with 50% employer match about $139,879 at 4% or $93,252 at 6%; with 100% employer match about $104,909 at 4% or $69,939 at 6%.
Davis Carter Et Al 401K Ps Plan-7$3,064,024$58,749$8,393iApproximate average salary by contribution assumption: employee only about $209,818 at 4% or $139,879 at 6%; with 50% employer match about $139,879 at 4% or $93,252 at 6%; with 100% employer match about $104,909 at 4% or $69,939 at 6%.
201117$3,004,338$57,136$8,162iApproximate average salary by contribution assumption: employee only about $204,057 at 4% or $136,038 at 6%; with 50% employer match about $136,038 at 4% or $90,692 at 6%; with 100% employer match about $102,029 at 4% or $68,019 at 6%.
Davis Carter Et Al 401K Ps Plan-7$3,004,338$57,136$8,162iApproximate average salary by contribution assumption: employee only about $204,057 at 4% or $136,038 at 6%; with 50% employer match about $136,038 at 4% or $90,692 at 6%; with 100% employer match about $102,029 at 4% or $68,019 at 6%.
201017$2,417,018$62,723$8,960iApproximate average salary by contribution assumption: employee only about $224,011 at 4% or $149,340 at 6%; with 50% employer match about $149,340 at 4% or $99,560 at 6%; with 100% employer match about $112,005 at 4% or $74,670 at 6%.
Davis Carter Et Al 401K Ps Plan-7$2,417,018$62,723$8,960iApproximate average salary by contribution assumption: employee only about $224,011 at 4% or $149,340 at 6%; with 50% employer match about $149,340 at 4% or $99,560 at 6%; with 100% employer match about $112,005 at 4% or $74,670 at 6%.
200917$2,293,785$62,857$8,980iApproximate average salary by contribution assumption: employee only about $224,489 at 4% or $149,660 at 6%; with 50% employer match about $149,660 at 4% or $99,773 at 6%; with 100% employer match about $112,245 at 4% or $74,830 at 6%.
Davis Carter Et Al 401K Ps Plan-7$2,293,785$62,857$8,980iApproximate average salary by contribution assumption: employee only about $224,489 at 4% or $149,660 at 6%; with 50% employer match about $149,660 at 4% or $99,773 at 6%; with 100% employer match about $112,245 at 4% or $74,830 at 6%.
200816$0$0-
Davis Carter Et Al 401K Ps Plan-6---
200716$0$0-
Davis Carter Et Al 401K Ps Plan-6---
200616$2,507,409$108,167$18,028iApproximate average salary by contribution assumption: employee only about $450,696 at 4% or $300,464 at 6%; with 50% employer match about $300,464 at 4% or $200,309 at 6%; with 100% employer match about $225,348 at 4% or $150,232 at 6%.
Davis Carter Et Al 401K Ps Plan-6$2,507,409$108,167$18,028iApproximate average salary by contribution assumption: employee only about $450,696 at 4% or $300,464 at 6%; with 50% employer match about $300,464 at 4% or $200,309 at 6%; with 100% employer match about $225,348 at 4% or $150,232 at 6%.
200516$2,165,673$106,397$17,733iApproximate average salary by contribution assumption: employee only about $443,321 at 4% or $295,547 at 6%; with 50% employer match about $295,547 at 4% or $197,031 at 6%; with 100% employer match about $221,660 at 4% or $147,774 at 6%.
Davis Carter Et Al 401K Ps Plan-6$2,165,673$106,397$17,733iApproximate average salary by contribution assumption: employee only about $443,321 at 4% or $295,547 at 6%; with 50% employer match about $295,547 at 4% or $197,031 at 6%; with 100% employer match about $221,660 at 4% or $147,774 at 6%.
200418$1,879,730$96,925$12,116iApproximate average salary by contribution assumption: employee only about $302,891 at 4% or $201,927 at 6%; with 50% employer match about $201,927 at 4% or $134,618 at 6%; with 100% employer match about $151,445 at 4% or $100,964 at 6%.
Davis Carter Et Al 401K Ps Plan-8$1,879,730$96,925$12,116iApproximate average salary by contribution assumption: employee only about $302,891 at 4% or $201,927 at 6%; with 50% employer match about $201,927 at 4% or $134,618 at 6%; with 100% employer match about $151,445 at 4% or $100,964 at 6%.
200318$0$0-
Davis Carter Et Al 401K Ps Plan-8---
200218$0$0-
Davis Carter Et Al 401K Ps Plan-8---
200118$0$0-
Davis Carter Et Al 401K Ps Plan-8---
200018$0$0-
Davis Carter Et Al 401K Ps Plan-8---
199918$1,057,740$85,274$10,659iApproximate average salary by contribution assumption: employee only about $266,481 at 4% or $177,654 at 6%; with 50% employer match about $177,654 at 4% or $118,436 at 6%; with 100% employer match about $133,241 at 4% or $88,827 at 6%.
Davis Carter Et Al 401K Ps Plan-8$1,057,740$85,274$10,659iApproximate average salary by contribution assumption: employee only about $266,481 at 4% or $177,654 at 6%; with 50% employer match about $177,654 at 4% or $118,436 at 6%; with 100% employer match about $133,241 at 4% or $88,827 at 6%.