Civic Intelligence

Charles W. Davidson Co.

Plan context: Charles W. Davidson Co. 401(K) & Profit Sharing Plan

EIN 94-1550397 • San Jose, CA • 30 filings • 4 plans

255 W Julian St Ste 200San Jose, CA 95110-2406
Current Snapshot

Latest Year

2020

2020 Participants

134

2020 Assets

$2,413,875

2020 Contributions

$37,622

Historical Graphs

Total Assets Over Time

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

$11,430,869$5,715,435$0199920092019YearValue
$2,413,875Latest year 2019

Participants Over Time

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

147740199920092019YearValue
134Latest year 2019

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
202010$0$0-
Charles W. Davidson Co. 401(K) & Profit Sharing Plan-0---
20192134$2,413,875$37,622$281iApproximate average salary by contribution assumption: employee only about $7,019 at 4% or $4,679 at 6%; with 50% employer match about $4,679 at 4% or $3,120 at 6%; with 100% employer match about $3,510 at 4% or $2,340 at 6%.
Charles W. Davidson Co. 401(K) & Profit Sharing Plan-5$2,413,875$37,622$7,524iApproximate average salary by contribution assumption: employee only about $188,110 at 4% or $125,407 at 6%; with 50% employer match about $125,407 at 4% or $83,604 at 6%; with 100% employer match about $94,055 at 4% or $62,703 at 6%.
Cwd/Dkd Employee Benefit Plan-134---
20182141$5,331,580$140,144$994iApproximate average salary by contribution assumption: employee only about $24,848 at 4% or $16,565 at 6%; with 50% employer match about $16,565 at 4% or $11,044 at 6%; with 100% employer match about $12,424 at 4% or $8,283 at 6%.
Charles W. Davidson Co. 401(K) & Profit Sharing Plan-5$5,331,580$140,144$28,029iApproximate average salary by contribution assumption: employee only about $700,720 at 4% or $467,147 at 6%; with 50% employer match about $467,147 at 4% or $311,431 at 6%; with 100% employer match about $350,360 at 4% or $233,573 at 6%.
Cwd/Dkd Employee Benefit Plan-141---
20172132$6,706,356$129,855$984iApproximate average salary by contribution assumption: employee only about $24,594 at 4% or $16,396 at 6%; with 50% employer match about $16,396 at 4% or $10,931 at 6%; with 100% employer match about $12,297 at 4% or $8,198 at 6%.
Charles W. Davidson Co. 401(K) & Profit Sharing Plan-14$6,706,356$129,855$9,275iApproximate average salary by contribution assumption: employee only about $231,884 at 4% or $154,589 at 6%; with 50% employer match about $154,589 at 4% or $103,060 at 6%; with 100% employer match about $115,942 at 4% or $77,295 at 6%.
Cwd/Dkd Employee Benefit Plan-132---
20162140$6,150,787$122,040$872iApproximate average salary by contribution assumption: employee only about $21,793 at 4% or $14,529 at 6%; with 50% employer match about $14,529 at 4% or $9,686 at 6%; with 100% employer match about $10,896 at 4% or $7,264 at 6%.
Charles W. Davidson Co. 401(K) & Profit Sharing Plan-19$6,150,787$122,040$6,423iApproximate average salary by contribution assumption: employee only about $160,579 at 4% or $107,053 at 6%; with 50% employer match about $107,053 at 4% or $71,368 at 6%; with 100% employer match about $80,289 at 4% or $53,526 at 6%.
Cwd/Dkd Employee Benefit Plan-140---
20152131$5,654,062$106,797$815iApproximate average salary by contribution assumption: employee only about $20,381 at 4% or $13,587 at 6%; with 50% employer match about $13,587 at 4% or $9,058 at 6%; with 100% employer match about $10,191 at 4% or $6,794 at 6%.
Charles W. Davidson Co. 401(K) & Profit Sharing Plan-21$5,654,062$106,797$5,086iApproximate average salary by contribution assumption: employee only about $127,139 at 4% or $84,760 at 6%; with 50% employer match about $84,760 at 4% or $56,506 at 6%; with 100% employer match about $63,570 at 4% or $42,380 at 6%.
Cwd/Dkd Employee Benefit Plan-131---
20142144$6,067,404$91,176$633iApproximate average salary by contribution assumption: employee only about $15,829 at 4% or $10,553 at 6%; with 50% employer match about $10,553 at 4% or $7,035 at 6%; with 100% employer match about $7,915 at 4% or $5,276 at 6%.
Charles W. Davidson Co. 401(K) & Profit Sharing Plan-21$6,067,404$91,176$4,342iApproximate average salary by contribution assumption: employee only about $108,543 at 4% or $72,362 at 6%; with 50% employer match about $72,362 at 4% or $48,241 at 6%; with 100% employer match about $54,271 at 4% or $36,181 at 6%.
Cwd/Dkd Employee Benefit Plan-144---
20132147$6,692,908$92,042$626iApproximate average salary by contribution assumption: employee only about $15,653 at 4% or $10,436 at 6%; with 50% employer match about $10,436 at 4% or $6,957 at 6%; with 100% employer match about $7,827 at 4% or $5,218 at 6%.
Charles W. Davidson Co. 401(K) & Profit Sharing Plan-21$6,692,908$92,042$4,383iApproximate average salary by contribution assumption: employee only about $109,574 at 4% or $73,049 at 6%; with 50% employer match about $73,049 at 4% or $48,699 at 6%; with 100% employer match about $54,787 at 4% or $36,525 at 6%.
Cwd/Dkd Employee Benefit Plan-147---
20122147$7,288,621$67,470$459iApproximate average salary by contribution assumption: employee only about $11,474 at 4% or $7,650 at 6%; with 50% employer match about $7,650 at 4% or $5,100 at 6%; with 100% employer match about $5,737 at 4% or $3,825 at 6%.
Charles W. Davidson Co. 401(K) & Profit Sharing Plan-21$7,288,621$67,470$3,213iApproximate average salary by contribution assumption: employee only about $80,321 at 4% or $53,548 at 6%; with 50% employer match about $53,548 at 4% or $35,698 at 6%; with 100% employer match about $40,161 at 4% or $26,774 at 6%.
Cwd/Dkd Employee Benefit Plan-147---
201110$0$0-
Charles W. Davidson Co. Pension Plan-0$0--
2010127$10,959,579$0-
Charles W. Davidson Co. Pension Plan-27$10,959,579$0-
2009127$9,128,752$296,208$10,971iApproximate average salary by contribution assumption: employee only about $274,267 at 4% or $182,844 at 6%; with 50% employer match about $182,844 at 4% or $121,896 at 6%; with 100% employer match about $137,133 at 4% or $91,422 at 6%.
Charles W. Davidson Co. Pension Plan-27$9,128,752$296,208$10,971iApproximate average salary by contribution assumption: employee only about $274,267 at 4% or $182,844 at 6%; with 50% employer match about $182,844 at 4% or $121,896 at 6%; with 100% employer match about $137,133 at 4% or $91,422 at 6%.
2008122$6,828,356$191,502$8,705iApproximate average salary by contribution assumption: employee only about $217,616 at 4% or $145,077 at 6%; with 50% employer match about $145,077 at 4% or $96,718 at 6%; with 100% employer match about $108,808 at 4% or $72,539 at 6%.
Charles W. Davidson Co. Pension Plan-22$6,828,356$191,502$8,705iApproximate average salary by contribution assumption: employee only about $217,616 at 4% or $145,077 at 6%; with 50% employer match about $145,077 at 4% or $96,718 at 6%; with 100% employer match about $108,808 at 4% or $72,539 at 6%.
2007123$11,430,869$183,786$7,991iApproximate average salary by contribution assumption: employee only about $199,767 at 4% or $133,178 at 6%; with 50% employer match about $133,178 at 4% or $88,786 at 6%; with 100% employer match about $99,884 at 4% or $66,589 at 6%.
Charles W. Davidson Co. Pension Plan-23$11,430,869$183,786$7,991iApproximate average salary by contribution assumption: employee only about $199,767 at 4% or $133,178 at 6%; with 50% employer match about $133,178 at 4% or $88,786 at 6%; with 100% employer match about $99,884 at 4% or $66,589 at 6%.
2006121$10,913,387$186,751$8,893iApproximate average salary by contribution assumption: employee only about $222,323 at 4% or $148,215 at 6%; with 50% employer match about $148,215 at 4% or $98,810 at 6%; with 100% employer match about $111,161 at 4% or $74,108 at 6%.
Charles W. Davidson Co. Pension Plan-21$10,913,387$186,751$8,893iApproximate average salary by contribution assumption: employee only about $222,323 at 4% or $148,215 at 6%; with 50% employer match about $148,215 at 4% or $98,810 at 6%; with 100% employer match about $111,161 at 4% or $74,108 at 6%.
2005119$9,977,735$160,846$8,466iApproximate average salary by contribution assumption: employee only about $211,639 at 4% or $141,093 at 6%; with 50% employer match about $141,093 at 4% or $94,062 at 6%; with 100% employer match about $105,820 at 4% or $70,546 at 6%.
Charles W. Davidson Co. Pension Plan-19$9,977,735$160,846$8,466iApproximate average salary by contribution assumption: employee only about $211,639 at 4% or $141,093 at 6%; with 50% employer match about $141,093 at 4% or $94,062 at 6%; with 100% employer match about $105,820 at 4% or $70,546 at 6%.
2004120$8,685,065$159,541$7,977iApproximate average salary by contribution assumption: employee only about $199,426 at 4% or $132,951 at 6%; with 50% employer match about $132,951 at 4% or $88,634 at 6%; with 100% employer match about $99,713 at 4% or $66,475 at 6%.
Charles W. Davidson Co. Pension Plan-20$8,685,065$159,541$7,977iApproximate average salary by contribution assumption: employee only about $199,426 at 4% or $132,951 at 6%; with 50% employer match about $132,951 at 4% or $88,634 at 6%; with 100% employer match about $99,713 at 4% or $66,475 at 6%.
2003120$7,445,176$170,563$8,528iApproximate average salary by contribution assumption: employee only about $213,204 at 4% or $142,136 at 6%; with 50% employer match about $142,136 at 4% or $94,757 at 6%; with 100% employer match about $106,602 at 4% or $71,068 at 6%.
Charles W. Davidson Co. Pension Plan-20$7,445,176$170,563$8,528iApproximate average salary by contribution assumption: employee only about $213,204 at 4% or $142,136 at 6%; with 50% employer match about $142,136 at 4% or $94,757 at 6%; with 100% employer match about $106,602 at 4% or $71,068 at 6%.
2002121$5,679,003$169,443$8,069iApproximate average salary by contribution assumption: employee only about $201,718 at 4% or $134,479 at 6%; with 50% employer match about $134,479 at 4% or $89,652 at 6%; with 100% employer match about $100,859 at 4% or $67,239 at 6%.
Charles W. Davidson Co. Pension Plan-21$5,679,003$169,443$8,069iApproximate average salary by contribution assumption: employee only about $201,718 at 4% or $134,479 at 6%; with 50% employer match about $134,479 at 4% or $89,652 at 6%; with 100% employer match about $100,859 at 4% or $67,239 at 6%.
2001118$6,731,988$159,758$8,875iApproximate average salary by contribution assumption: employee only about $221,886 at 4% or $147,924 at 6%; with 50% employer match about $147,924 at 4% or $98,616 at 6%; with 100% employer match about $110,943 at 4% or $73,962 at 6%.
Charles W. Davidson Co. Pension Plan-18$6,731,988$159,758$8,875iApproximate average salary by contribution assumption: employee only about $221,886 at 4% or $147,924 at 6%; with 50% employer match about $147,924 at 4% or $98,616 at 6%; with 100% employer match about $110,943 at 4% or $73,962 at 6%.
2000119$7,612,361$160,522$8,449iApproximate average salary by contribution assumption: employee only about $211,213 at 4% or $140,809 at 6%; with 50% employer match about $140,809 at 4% or $93,873 at 6%; with 100% employer match about $105,607 at 4% or $70,404 at 6%.
Charles W. Davidson Co. Pension Plan-19$7,612,361$160,522$8,449iApproximate average salary by contribution assumption: employee only about $211,213 at 4% or $140,809 at 6%; with 50% employer match about $140,809 at 4% or $93,873 at 6%; with 100% employer match about $105,607 at 4% or $70,404 at 6%.
1999121$6,326,248$155,654$7,412iApproximate average salary by contribution assumption: employee only about $185,302 at 4% or $123,535 at 6%; with 50% employer match about $123,535 at 4% or $82,357 at 6%; with 100% employer match about $92,651 at 4% or $61,767 at 6%.
Charles W. Davidson Co. Pension Plan-21$6,326,248$155,654$7,412iApproximate average salary by contribution assumption: employee only about $185,302 at 4% or $123,535 at 6%; with 50% employer match about $123,535 at 4% or $82,357 at 6%; with 100% employer match about $92,651 at 4% or $61,767 at 6%.