Civic Intelligence

Davis & Graeber Insurance Services Inc.

Plan context: Davis & Graeber Insurance Services Inc. Retirement Savings Plan

EIN 95-2004965 • Redlands, CA • 11 filings • 2 plans

470 E Highland AveRedlands, CA 92373-6826
Current Snapshot

Latest Year

2010

2010 Participants

45

2010 Assets

$5,338,351

2010 Contributions

$294,849

Historical Graphs

Total Assets Over Time

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

$6,038,131$3,019,066$0200020062009YearValue
$5,338,351Latest year 2009

Participants Over Time

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

45230200020052009YearValue
45Latest 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-
Davis & Graeber Insurance Services Inc. Retirement Savings Plan-0$0$0-
2009145$5,338,351$294,849$6,552iApproximate average salary by contribution assumption: employee only about $163,805 at 4% or $109,203 at 6%; with 50% employer match about $109,203 at 4% or $72,802 at 6%; with 100% employer match about $81,903 at 4% or $54,602 at 6%.
Davis & Graeber Insurance Services Inc. Retirement Savings Plan-45$5,338,351$294,849$6,552iApproximate average salary by contribution assumption: employee only about $163,805 at 4% or $109,203 at 6%; with 50% employer match about $109,203 at 4% or $72,802 at 6%; with 100% employer match about $81,903 at 4% or $54,602 at 6%.
2008143$4,379,095$269,586$6,269iApproximate average salary by contribution assumption: employee only about $156,736 at 4% or $104,491 at 6%; with 50% employer match about $104,491 at 4% or $69,660 at 6%; with 100% employer match about $78,368 at 4% or $52,245 at 6%.
Davis & Graeber Insurance Services Inc. Retirement Savings Plan-43$4,379,095$269,586$6,269iApproximate average salary by contribution assumption: employee only about $156,736 at 4% or $104,491 at 6%; with 50% employer match about $104,491 at 4% or $69,660 at 6%; with 100% employer match about $78,368 at 4% or $52,245 at 6%.
2007139$5,862,960$52,117$1,336iApproximate average salary by contribution assumption: employee only about $33,408 at 4% or $22,272 at 6%; with 50% employer match about $22,272 at 4% or $14,848 at 6%; with 100% employer match about $16,704 at 4% or $11,136 at 6%.
Davis & Graeber Insurance Services Inc. Retirement Savings Plan-39$5,862,960$52,117$1,336iApproximate average salary by contribution assumption: employee only about $33,408 at 4% or $22,272 at 6%; with 50% employer match about $22,272 at 4% or $14,848 at 6%; with 100% employer match about $16,704 at 4% or $11,136 at 6%.
2006139$6,038,131$281,555$7,219iApproximate average salary by contribution assumption: employee only about $180,484 at 4% or $120,323 at 6%; with 50% employer match about $120,323 at 4% or $80,215 at 6%; with 100% employer match about $90,242 at 4% or $60,161 at 6%.
Davis & Graeber Insurance Services Inc. Retirement Savings Plan-39$6,038,131$281,555$7,219iApproximate average salary by contribution assumption: employee only about $180,484 at 4% or $120,323 at 6%; with 50% employer match about $120,323 at 4% or $80,215 at 6%; with 100% employer match about $90,242 at 4% or $60,161 at 6%.
2005139$5,003,403$280,230$7,185iApproximate average salary by contribution assumption: employee only about $179,635 at 4% or $119,756 at 6%; with 50% employer match about $119,756 at 4% or $79,838 at 6%; with 100% employer match about $89,817 at 4% or $59,878 at 6%.
Davis & Graeber Insurance Services Inc. Retirement Savings Plan-39$5,003,403$280,230$7,185iApproximate average salary by contribution assumption: employee only about $179,635 at 4% or $119,756 at 6%; with 50% employer match about $119,756 at 4% or $79,838 at 6%; with 100% employer match about $89,817 at 4% or $59,878 at 6%.
2004142$4,188,965$302,570$7,204iApproximate average salary by contribution assumption: employee only about $180,101 at 4% or $120,067 at 6%; with 50% employer match about $120,067 at 4% or $80,045 at 6%; with 100% employer match about $90,051 at 4% or $60,034 at 6%.
Davis & Graeber Insurance Services Inc. Retirement Savings Plan-42$4,188,965$302,570$7,204iApproximate average salary by contribution assumption: employee only about $180,101 at 4% or $120,067 at 6%; with 50% employer match about $120,067 at 4% or $80,045 at 6%; with 100% employer match about $90,051 at 4% or $60,034 at 6%.
2003143$0$0-
Davis & Graeber Insurance Services Inc. Retirement Savings Plan-43---
2002139$0$0-
Davis & Graeber Insurance Services Inc. Retirement Savings Plan-39---
2001139$0$0-
Davis & Graeber Insurance Services Inc. Retirement Savings Plan-39---
2000135$2,376,674$135,374$3,868iApproximate average salary by contribution assumption: employee only about $96,696 at 4% or $64,464 at 6%; with 50% employer match about $64,464 at 4% or $42,976 at 6%; with 100% employer match about $48,348 at 4% or $32,232 at 6%.
Davis & Graeber Insurance Services Inc. Retirement Savings Plan-35$2,376,674$135,374$3,868iApproximate average salary by contribution assumption: employee only about $96,696 at 4% or $64,464 at 6%; with 50% employer match about $64,464 at 4% or $42,976 at 6%; with 100% employer match about $48,348 at 4% or $32,232 at 6%.