Davis Lum, D.D.S.
Plan context: Davis Lum, D.D.S. Defined Benefit Pension Plan and Trust.
EIN 94-2445405 • Sacramento, CA • 30 filings • 5 plans
Current Snapshot
Latest Year
2013
2013 Participants
3
2013 Assets
$1,359,422
2013 Contributions
$60,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2013 | 2 | 0 | $0 | $0 | - |
| Davis Lum, D.D.S. Defined Benefit Pension Plan and Trust. | - | 0 | $0 | $0 | - |
| Davis Lum, D.D.S. Profit Sharing Plan and Trust | - | 0 | $0 | $0 | - |
| 2012 | 2 | 3 | $1,359,422 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Davis Lum, D.D.S. Defined Benefit Pension Plan and Trust. | - | 3 | $960,127 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Davis Lum, D.D.S. Profit Sharing Plan and Trust | - | 3 | $399,295 | - | - |
| 2011 | 2 | 3 | $1,162,615 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Davis Lum, D.D.S. Defined Benefit Pension Plan and Trust. | - | 3 | $803,331 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Davis Lum, D.D.S. Profit Sharing Plan and Trust | - | 3 | $359,284 | - | - |
| 2010 | 2 | 3 | $1,069,442 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Davis Lum, D.D.S. Defined Benefit Pension Plan and Trust. | - | 3 | $703,464 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Davis Lum, D.D.S. Profit Sharing Plan and Trust | - | 3 | $365,978 | - | - |
| 2009 | 2 | 3 | $946,000 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Davis Lum, D.D.S. Defined Benefit Pension Plan and Trust. | - | 3 | $622,257 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Davis Lum, D.D.S. Profit Sharing Plan and Trust | - | 3 | $323,743 | - | - |
| 2008 | 2 | 3 | $688,677 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Davis Lum, D.D.S. Defined Benefit Pension Plan and Trust. | - | 3 | $433,556 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Davis Lum, D.D.S. Profit Sharing Plan and Trust | - | 3 | $255,121 | - | - |
| 2007 | 2 | 3 | $1,055,353 | $63,550 | $21,183iApproximate average salary by contribution assumption: employee only about $529,583 at 4% or $353,056 at 6%; with 50% employer match about $353,056 at 4% or $235,370 at 6%; with 100% employer match about $264,792 at 4% or $176,528 at 6%. |
| Davis Lum, D.D.S. Defined Benefit Pension Plan and Trust. | - | 3 | $633,657 | $63,550 | $21,183iApproximate average salary by contribution assumption: employee only about $529,583 at 4% or $353,056 at 6%; with 50% employer match about $353,056 at 4% or $235,370 at 6%; with 100% employer match about $264,792 at 4% or $176,528 at 6%. |
| Davis Lum, D.D.S. Profit Sharing Plan and Trust | - | 3 | $421,696 | - | - |
| 2006 | 2 | 3 | $871,751 | $70,700 | $23,567iApproximate average salary by contribution assumption: employee only about $589,167 at 4% or $392,778 at 6%; with 50% employer match about $392,778 at 4% or $261,852 at 6%; with 100% employer match about $294,583 at 4% or $196,389 at 6%. |
| Davis Lum, D.D.S. Defined Benefit Pension Plan and Trust. | - | 3 | $483,262 | $70,700 | $23,567iApproximate average salary by contribution assumption: employee only about $589,167 at 4% or $392,778 at 6%; with 50% employer match about $392,778 at 4% or $261,852 at 6%; with 100% employer match about $294,583 at 4% or $196,389 at 6%. |
| Davis Lum, D.D.S. Profit Sharing Plan and Trust | - | 3 | $388,489 | - | - |
| 2005 | 2 | 2 | $716,305 | $63,929 | $31,965iApproximate average salary by contribution assumption: employee only about $799,113 at 4% or $532,742 at 6%; with 50% employer match about $532,742 at 4% or $355,161 at 6%; with 100% employer match about $399,556 at 4% or $266,371 at 6%. |
| Davis Lum, D.D.S. Defined Benefit Pension Plan and Trust. | - | 2 | $366,843 | $63,929 | $31,965iApproximate average salary by contribution assumption: employee only about $799,113 at 4% or $532,742 at 6%; with 50% employer match about $532,742 at 4% or $355,161 at 6%; with 100% employer match about $399,556 at 4% or $266,371 at 6%. |
| Davis Lum, D.D.S. Profit Sharing Plan and Trust | - | 2 | $349,462 | - | - |
| 2004 | 2 | 2 | $628,378 | $60,112 | $30,056iApproximate average salary by contribution assumption: employee only about $751,400 at 4% or $500,933 at 6%; with 50% employer match about $500,933 at 4% or $333,956 at 6%; with 100% employer match about $375,700 at 4% or $250,467 at 6%. |
| Davis Lum, D.D.S. Profit Sharing Plan and Trust | - | 2 | $326,525 | - | - |
| Davis Lum, D.D.S. Defined Benefit Pension Plan and Trust. | - | 2 | $301,853 | $60,112 | $30,056iApproximate average salary by contribution assumption: employee only about $751,400 at 4% or $500,933 at 6%; with 50% employer match about $500,933 at 4% or $333,956 at 6%; with 100% employer match about $375,700 at 4% or $250,467 at 6%. |
| 2003 | 2 | 4 | $515,490 | $60,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Davis Lum, D.D.S. Profit Sharing Plan and Trust | - | 4 | $297,585 | - | - |
| Davis Lum, D.D.S. Defined Benefit Pension Plan and Trust. | - | 4 | $217,905 | $60,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2002 | 2 | 4 | $353,976 | $63,283 | $15,821iApproximate average salary by contribution assumption: employee only about $395,519 at 4% or $263,679 at 6%; with 50% employer match about $263,679 at 4% or $175,786 at 6%; with 100% employer match about $197,759 at 4% or $131,840 at 6%. |
| Davis Lum, D.D.S. Profit Sharing Plan and Trust | - | 4 | $238,136 | - | - |
| Davis Lum, D.D.S. Defined Benefit Pension Plan and Trust. | - | 4 | $115,840 | $63,283 | $15,821iApproximate average salary by contribution assumption: employee only about $395,519 at 4% or $263,679 at 6%; with 50% employer match about $263,679 at 4% or $175,786 at 6%; with 100% employer match about $197,759 at 4% or $131,840 at 6%. |
| 2001 | 2 | 4 | $0 | $0 | - |
| Davis Lum, D.D.S. Profit Sharing Plan and Trust | - | 4 | - | - | - |
| Davis Lum, D.D.S. Defined Benefit Pension Plan and Trust. | - | 3 | - | - | - |
| 2000 | 3 | 2 | $470,753 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Davis Lum, D.D.S. Profit Sharing Plan and Trust | - | 2 | $435,753 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Davis Lum, D.D.S. Defined Benefit Pension Plan and Trust. | - | 2 | $35,000 | $35,000 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| Davis Lum, D.D.S. Defined Benefit Pension Plan and Trust. | - | 2 | - | - | - |
| 1999 | 1 | 0 | $529,185 | $20,331 | - |
| Davis Lum, D.D.S. Profit Sharing Plan & Trust | - | 0 | $529,185 | $20,331 | - |