Civic Intelligence

James L. Davison & Associates

Plan context: James L. Davison & Associates Profit Sharing Plan and Trust

EIN 94-2303638 • Fresno, CA • 10 filings • 2 plans

1546 N StreetFresno, CA 93721
Current Snapshot

Latest Year

2010

2010 Participants

12

2010 Assets

$822,147

2010 Contributions

$128,585

Historical Graphs

Total Assets Over Time

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

$1,008,197$504,099$0200220062009YearValue
$822,147Latest year 2009

Participants Over Time

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

24120200220062009YearValue
12Latest year 2009

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
201010$0$0-
James L. Davison & Associates Profit Sharing Plan and Trust-0$0$0-
2009112$822,147$0-
James L. Davison & Associates Profit Sharing Plan and Trust-12$822,147$0-
2008113$593,410$0-
James L. Davison & Associates Profit Sharing Plan and Trust-13$593,410--
2007112$1,008,197$128,585$10,715iApproximate average salary by contribution assumption: employee only about $267,885 at 4% or $178,590 at 6%; with 50% employer match about $178,590 at 4% or $119,060 at 6%; with 100% employer match about $133,943 at 4% or $89,295 at 6%.
James L. Davison & Associates Profit Sharing Plan and Trust-12$1,008,197$128,585$10,715iApproximate average salary by contribution assumption: employee only about $267,885 at 4% or $178,590 at 6%; with 50% employer match about $178,590 at 4% or $119,060 at 6%; with 100% employer match about $133,943 at 4% or $89,295 at 6%.
2006112$733,393$125,726$10,477iApproximate average salary by contribution assumption: employee only about $261,929 at 4% or $174,619 at 6%; with 50% employer match about $174,619 at 4% or $116,413 at 6%; with 100% employer match about $130,965 at 4% or $87,310 at 6%.
James L. Davison & Associates Profit Sharing Plan and Trust-12$733,393$125,726$10,477iApproximate average salary by contribution assumption: employee only about $261,929 at 4% or $174,619 at 6%; with 50% employer match about $174,619 at 4% or $116,413 at 6%; with 100% employer match about $130,965 at 4% or $87,310 at 6%.
2005118$563,404$122,173$6,787iApproximate average salary by contribution assumption: employee only about $169,685 at 4% or $113,123 at 6%; with 50% employer match about $113,123 at 4% or $75,415 at 6%; with 100% employer match about $84,842 at 4% or $56,562 at 6%.
James L. Davison & Associates Profit Sharing Plan and Trust-18$563,404$122,173$6,787iApproximate average salary by contribution assumption: employee only about $169,685 at 4% or $113,123 at 6%; with 50% employer match about $113,123 at 4% or $75,415 at 6%; with 100% employer match about $84,842 at 4% or $56,562 at 6%.
2004119$444,077$137,232$7,223iApproximate average salary by contribution assumption: employee only about $180,568 at 4% or $120,379 at 6%; with 50% employer match about $120,379 at 4% or $80,253 at 6%; with 100% employer match about $90,284 at 4% or $60,189 at 6%.
James L. Davison & Associates Profit Sharing Plan and Trust-19$444,077$137,232$7,223iApproximate average salary by contribution assumption: employee only about $180,568 at 4% or $120,379 at 6%; with 50% employer match about $120,379 at 4% or $80,253 at 6%; with 100% employer match about $90,284 at 4% or $60,189 at 6%.
2003124$289,117$139,579$5,816iApproximate average salary by contribution assumption: employee only about $145,395 at 4% or $96,930 at 6%; with 50% employer match about $96,930 at 4% or $64,620 at 6%; with 100% employer match about $72,697 at 4% or $48,465 at 6%.
James L. Davison & Associates Profit Sharing Plan and Trust-24$289,117$139,579$5,816iApproximate average salary by contribution assumption: employee only about $145,395 at 4% or $96,930 at 6%; with 50% employer match about $96,930 at 4% or $64,620 at 6%; with 100% employer match about $72,697 at 4% or $48,465 at 6%.
2002124$135,441$135,441$5,643iApproximate average salary by contribution assumption: employee only about $141,084 at 4% or $94,056 at 6%; with 50% employer match about $94,056 at 4% or $62,704 at 6%; with 100% employer match about $70,542 at 4% or $47,028 at 6%.
James L. Davison & Associates Profit Sharing Plan and Trust-24$135,441$135,441$5,643iApproximate average salary by contribution assumption: employee only about $141,084 at 4% or $94,056 at 6%; with 50% employer match about $94,056 at 4% or $62,704 at 6%; with 100% employer match about $70,542 at 4% or $47,028 at 6%.
200110$0$0-
JAMES L. DAVIDSON AND ASSOCIATES CAFETERIA PLAN-0---