Ward/Davis Associates Inc.
Plan context: Ward/Davis Associates Inc. Profit Sharing Plan
EIN 95-3173702 • Redondo Beach, CA • 45 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
18
2024 Assets
$12,282,368
2024 Contributions
$468,058
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 18 | $12,282,368 | $468,058 | $26,003iApproximate average salary by contribution assumption: employee only about $650,081 at 4% or $433,387 at 6%; with 50% employer match about $433,387 at 4% or $288,925 at 6%; with 100% employer match about $325,040 at 4% or $216,694 at 6%. |
| Ward/Davis Associates Inc. Profit Sharing Plan | - | 17 | $6,352,089 | $434,828 | $25,578iApproximate average salary by contribution assumption: employee only about $639,453 at 4% or $426,302 at 6%; with 50% employer match about $426,302 at 4% or $284,201 at 6%; with 100% employer match about $319,726 at 4% or $213,151 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 18 | $5,930,279 | $33,230 | $1,846iApproximate average salary by contribution assumption: employee only about $46,153 at 4% or $30,769 at 6%; with 50% employer match about $30,769 at 4% or $20,512 at 6%; with 100% employer match about $23,076 at 4% or $15,384 at 6%. |
| 2023 | 2 | 19 | $10,492,750 | $516,353 | $27,176iApproximate average salary by contribution assumption: employee only about $679,412 at 4% or $452,941 at 6%; with 50% employer match about $452,941 at 4% or $301,961 at 6%; with 100% employer match about $339,706 at 4% or $226,471 at 6%. |
| Ward/Davis Associates Inc. Profit Sharing Plan | - | 16 | $5,315,755 | $479,616 | $29,976iApproximate average salary by contribution assumption: employee only about $749,400 at 4% or $499,600 at 6%; with 50% employer match about $499,600 at 4% or $333,067 at 6%; with 100% employer match about $374,700 at 4% or $249,800 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 19 | $5,176,995 | $36,737 | $1,934iApproximate average salary by contribution assumption: employee only about $48,338 at 4% or $32,225 at 6%; with 50% employer match about $32,225 at 4% or $21,484 at 6%; with 100% employer match about $24,169 at 4% or $16,113 at 6%. |
| 2022 | 2 | 16 | $8,607,852 | $454,233 | $28,390iApproximate average salary by contribution assumption: employee only about $709,739 at 4% or $473,159 at 6%; with 50% employer match about $473,159 at 4% or $315,440 at 6%; with 100% employer match about $354,870 at 4% or $236,580 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 4 | $4,388,582 | $35,569 | $8,892iApproximate average salary by contribution assumption: employee only about $222,306 at 4% or $148,204 at 6%; with 50% employer match about $148,204 at 4% or $98,803 at 6%; with 100% employer match about $111,153 at 4% or $74,102 at 6%. |
| Ward/Davis Associates Inc. Profit Sharing Plan | - | 16 | $4,219,270 | $418,664 | $26,167iApproximate average salary by contribution assumption: employee only about $654,163 at 4% or $436,108 at 6%; with 50% employer match about $436,108 at 4% or $290,739 at 6%; with 100% employer match about $327,081 at 4% or $218,054 at 6%. |
| 2021 | 2 | 18 | $14,566,219 | $575,703 | $31,984iApproximate average salary by contribution assumption: employee only about $799,588 at 4% or $533,058 at 6%; with 50% employer match about $533,058 at 4% or $355,372 at 6%; with 100% employer match about $399,794 at 4% or $266,529 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 5 | $8,900,715 | $55,700 | $11,140iApproximate average salary by contribution assumption: employee only about $278,500 at 4% or $185,667 at 6%; with 50% employer match about $185,667 at 4% or $123,778 at 6%; with 100% employer match about $139,250 at 4% or $92,833 at 6%. |
| Ward/Davis Associates Inc. Profit Sharing Plan | - | 18 | $5,665,504 | $520,003 | $28,889iApproximate average salary by contribution assumption: employee only about $722,226 at 4% or $481,484 at 6%; with 50% employer match about $481,484 at 4% or $320,990 at 6%; with 100% employer match about $361,113 at 4% or $240,742 at 6%. |
| 2020 | 2 | 17 | $13,029,390 | $382,095 | $22,476iApproximate average salary by contribution assumption: employee only about $561,904 at 4% or $374,603 at 6%; with 50% employer match about $374,603 at 4% or $249,735 at 6%; with 100% employer match about $280,952 at 4% or $187,301 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 7 | $8,415,873 | $69,500 | $9,929iApproximate average salary by contribution assumption: employee only about $248,214 at 4% or $165,476 at 6%; with 50% employer match about $165,476 at 4% or $110,317 at 6%; with 100% employer match about $124,107 at 4% or $82,738 at 6%. |
| Ward/Davis Associates Inc. Profit Sharing Plan | - | 17 | $4,613,517 | $312,595 | $18,388iApproximate average salary by contribution assumption: employee only about $459,699 at 4% or $306,466 at 6%; with 50% employer match about $306,466 at 4% or $204,310 at 6%; with 100% employer match about $229,849 at 4% or $153,233 at 6%. |
| 2019 | 2 | 14 | $11,039,294 | $352,440 | $25,174iApproximate average salary by contribution assumption: employee only about $629,357 at 4% or $419,571 at 6%; with 50% employer match about $419,571 at 4% or $279,714 at 6%; with 100% employer match about $314,679 at 4% or $209,786 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 10 | $7,301,706 | $98,070 | $9,807iApproximate average salary by contribution assumption: employee only about $245,175 at 4% or $163,450 at 6%; with 50% employer match about $163,450 at 4% or $108,967 at 6%; with 100% employer match about $122,588 at 4% or $81,725 at 6%. |
| Ward/Davis Associates Inc. Profit Sharing Plan | - | 14 | $3,737,588 | $254,370 | $18,169iApproximate average salary by contribution assumption: employee only about $454,232 at 4% or $302,821 at 6%; with 50% employer match about $302,821 at 4% or $201,881 at 6%; with 100% employer match about $227,116 at 4% or $151,411 at 6%. |
| 2018 | 2 | 14 | $9,333,369 | $346,093 | $24,721iApproximate average salary by contribution assumption: employee only about $618,023 at 4% or $412,015 at 6%; with 50% employer match about $412,015 at 4% or $274,677 at 6%; with 100% employer match about $309,012 at 4% or $206,008 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 11 | $6,353,676 | $113,774 | $10,343iApproximate average salary by contribution assumption: employee only about $258,577 at 4% or $172,385 at 6%; with 50% employer match about $172,385 at 4% or $114,923 at 6%; with 100% employer match about $129,289 at 4% or $86,192 at 6%. |
| Ward/Davis Associates Inc. Profit Sharing Plan | - | 14 | $2,979,693 | $232,319 | $16,594iApproximate average salary by contribution assumption: employee only about $414,855 at 4% or $276,570 at 6%; with 50% employer match about $276,570 at 4% or $184,380 at 6%; with 100% employer match about $207,428 at 4% or $138,285 at 6%. |
| 2017 | 2 | 14 | $9,804,613 | $355,476 | $25,391iApproximate average salary by contribution assumption: employee only about $634,779 at 4% or $423,186 at 6%; with 50% employer match about $423,186 at 4% or $282,124 at 6%; with 100% employer match about $317,389 at 4% or $211,593 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 10 | $6,802,089 | $75,450 | $7,545iApproximate average salary by contribution assumption: employee only about $188,625 at 4% or $125,750 at 6%; with 50% employer match about $125,750 at 4% or $83,833 at 6%; with 100% employer match about $94,313 at 4% or $62,875 at 6%. |
| Ward/Davis Associates Inc. Profit Sharing Plan | - | 14 | $3,002,524 | $280,026 | $20,002iApproximate average salary by contribution assumption: employee only about $500,046 at 4% or $333,364 at 6%; with 50% employer match about $333,364 at 4% or $222,243 at 6%; with 100% employer match about $250,023 at 4% or $166,682 at 6%. |
| 2016 | 2 | 14 | $8,375,910 | $339,954 | $24,282iApproximate average salary by contribution assumption: employee only about $607,061 at 4% or $404,707 at 6%; with 50% employer match about $404,707 at 4% or $269,805 at 6%; with 100% employer match about $303,530 at 4% or $202,354 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 10 | $5,926,447 | $52,169 | $5,217iApproximate average salary by contribution assumption: employee only about $130,422 at 4% or $86,948 at 6%; with 50% employer match about $86,948 at 4% or $57,966 at 6%; with 100% employer match about $65,211 at 4% or $43,474 at 6%. |
| Ward/Davis Associates Inc. Profit Sharing Plan | - | 14 | $2,449,463 | $287,785 | $20,556iApproximate average salary by contribution assumption: employee only about $513,902 at 4% or $342,601 at 6%; with 50% employer match about $342,601 at 4% or $228,401 at 6%; with 100% employer match about $256,951 at 4% or $171,301 at 6%. |
| 2015 | 2 | 15 | $8,335,412 | $746,175 | $49,745iApproximate average salary by contribution assumption: employee only about $1,243,625 at 4% or $829,083 at 6%; with 50% employer match about $829,083 at 4% or $552,722 at 6%; with 100% employer match about $621,813 at 4% or $414,542 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 10 | $6,049,129 | $493,552 | $49,355iApproximate average salary by contribution assumption: employee only about $1,233,880 at 4% or $822,587 at 6%; with 50% employer match about $822,587 at 4% or $548,391 at 6%; with 100% employer match about $616,940 at 4% or $411,293 at 6%. |
| Ward/Davis Associates Inc. Profit Sharing Plan | - | 15 | $2,286,283 | $252,623 | $16,842iApproximate average salary by contribution assumption: employee only about $421,038 at 4% or $280,692 at 6%; with 50% employer match about $280,692 at 4% or $187,128 at 6%; with 100% employer match about $210,519 at 4% or $140,346 at 6%. |
| 2014 | 2 | 17 | $8,973,797 | $335,739 | $19,749iApproximate average salary by contribution assumption: employee only about $493,734 at 4% or $329,156 at 6%; with 50% employer match about $329,156 at 4% or $219,437 at 6%; with 100% employer match about $246,867 at 4% or $164,578 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 17 | $6,837,013 | $71,648 | $4,215iApproximate average salary by contribution assumption: employee only about $105,365 at 4% or $70,243 at 6%; with 50% employer match about $70,243 at 4% or $46,829 at 6%; with 100% employer match about $52,682 at 4% or $35,122 at 6%. |
| Ward/Davis Associates Inc. Profit Sharing Plan | - | 15 | $2,136,784 | $264,091 | $17,606iApproximate average salary by contribution assumption: employee only about $440,152 at 4% or $293,434 at 6%; with 50% employer match about $293,434 at 4% or $195,623 at 6%; with 100% employer match about $220,076 at 4% or $146,717 at 6%. |
| 2013 | 2 | 25 | $8,440,196 | $306,436 | $12,257iApproximate average salary by contribution assumption: employee only about $306,436 at 4% or $204,291 at 6%; with 50% employer match about $204,291 at 4% or $136,194 at 6%; with 100% employer match about $153,218 at 4% or $102,145 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 25 | $6,615,139 | $57,702 | $2,308iApproximate average salary by contribution assumption: employee only about $57,702 at 4% or $38,468 at 6%; with 50% employer match about $38,468 at 4% or $25,645 at 6%; with 100% employer match about $28,851 at 4% or $19,234 at 6%. |
| Ward/Davis Associates Inc. Profit Sharing Plan | - | 14 | $1,825,057 | $248,734 | $17,767iApproximate average salary by contribution assumption: employee only about $444,168 at 4% or $296,112 at 6%; with 50% employer match about $296,112 at 4% or $197,408 at 6%; with 100% employer match about $222,084 at 4% or $148,056 at 6%. |
| 2012 | 2 | 22 | $7,353,543 | $240,458 | $10,930iApproximate average salary by contribution assumption: employee only about $273,248 at 4% or $182,165 at 6%; with 50% employer match about $182,165 at 4% or $121,443 at 6%; with 100% employer match about $136,624 at 4% or $91,083 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 22 | $5,948,000 | $87,656 | $3,984iApproximate average salary by contribution assumption: employee only about $99,609 at 4% or $66,406 at 6%; with 50% employer match about $66,406 at 4% or $44,271 at 6%; with 100% employer match about $49,805 at 4% or $33,203 at 6%. |
| Ward/Davis Associates Inc. Profit Sharing Plan | - | 12 | $1,405,543 | $152,802 | $12,734iApproximate average salary by contribution assumption: employee only about $318,338 at 4% or $212,225 at 6%; with 50% employer match about $212,225 at 4% or $141,483 at 6%; with 100% employer match about $159,169 at 4% or $106,113 at 6%. |
| 2011 | 2 | 23 | $6,509,881 | $301,352 | $13,102iApproximate average salary by contribution assumption: employee only about $327,557 at 4% or $218,371 at 6%; with 50% employer match about $218,371 at 4% or $145,581 at 6%; with 100% employer match about $163,778 at 4% or $109,186 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 23 | $5,355,369 | $74,363 | $3,233iApproximate average salary by contribution assumption: employee only about $80,829 at 4% or $53,886 at 6%; with 50% employer match about $53,886 at 4% or $35,924 at 6%; with 100% employer match about $40,415 at 4% or $26,943 at 6%. |
| Ward/Davis Associates Inc. Profit Sharing Plan | - | 12 | $1,154,512 | $226,989 | $18,916iApproximate average salary by contribution assumption: employee only about $472,894 at 4% or $315,263 at 6%; with 50% employer match about $315,263 at 4% or $210,175 at 6%; with 100% employer match about $236,447 at 4% or $157,631 at 6%. |
| 2010 | 2 | 12 | $6,407,467 | $196,440 | $16,370iApproximate average salary by contribution assumption: employee only about $409,250 at 4% or $272,833 at 6%; with 50% employer match about $272,833 at 4% or $181,889 at 6%; with 100% employer match about $204,625 at 4% or $136,417 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 9 | $5,459,561 | $50,873 | $5,653iApproximate average salary by contribution assumption: employee only about $141,314 at 4% or $94,209 at 6%; with 50% employer match about $94,209 at 4% or $62,806 at 6%; with 100% employer match about $70,657 at 4% or $47,105 at 6%. |
| Ward/Davis Associates Inc. Profit Sharing Plan | - | 12 | $947,906 | $145,567 | $12,131iApproximate average salary by contribution assumption: employee only about $303,265 at 4% or $202,176 at 6%; with 50% employer match about $202,176 at 4% or $134,784 at 6%; with 100% employer match about $151,632 at 4% or $101,088 at 6%. |
| 2009 | 2 | 12 | $5,818,480 | $196,298 | $16,358iApproximate average salary by contribution assumption: employee only about $408,954 at 4% or $272,636 at 6%; with 50% employer match about $272,636 at 4% or $181,757 at 6%; with 100% employer match about $204,477 at 4% or $136,318 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 9 | $5,080,364 | $59,131 | $6,570iApproximate average salary by contribution assumption: employee only about $164,253 at 4% or $109,502 at 6%; with 50% employer match about $109,502 at 4% or $73,001 at 6%; with 100% employer match about $82,126 at 4% or $54,751 at 6%. |
| Ward/Davis Associates Inc. Profit Sharing Plan | - | 12 | $738,116 | $137,167 | $11,431iApproximate average salary by contribution assumption: employee only about $285,765 at 4% or $190,510 at 6%; with 50% employer match about $190,510 at 4% or $127,006 at 6%; with 100% employer match about $142,882 at 4% or $95,255 at 6%. |
| 2008 | 2 | 13 | $4,584,460 | $317,692 | $24,438iApproximate average salary by contribution assumption: employee only about $610,946 at 4% or $407,297 at 6%; with 50% employer match about $407,297 at 4% or $271,532 at 6%; with 100% employer match about $305,473 at 4% or $203,649 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 11 | $4,125,446 | $104,160 | $9,469iApproximate average salary by contribution assumption: employee only about $236,727 at 4% or $157,818 at 6%; with 50% employer match about $157,818 at 4% or $105,212 at 6%; with 100% employer match about $118,364 at 4% or $78,909 at 6%. |
| Ward/Davis Associates Inc. Profit Sharing Plan | - | 13 | $459,014 | $213,532 | $16,426iApproximate average salary by contribution assumption: employee only about $410,638 at 4% or $273,759 at 6%; with 50% employer match about $273,759 at 4% or $182,506 at 6%; with 100% employer match about $205,319 at 4% or $136,879 at 6%. |
| 2007 | 2 | 12 | $0 | $0 | - |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 12 | - | - | - |
| Ward/Davis Associates Inc. Profit Sharing Plan | - | 12 | - | - | - |
| 2006 | 2 | 23 | $5,638,419 | $206,863 | $8,994iApproximate average salary by contribution assumption: employee only about $224,851 at 4% or $149,901 at 6%; with 50% employer match about $149,901 at 4% or $99,934 at 6%; with 100% employer match about $112,426 at 4% or $74,950 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 23 | $5,525,072 | $93,591 | $4,069iApproximate average salary by contribution assumption: employee only about $101,729 at 4% or $67,820 at 6%; with 50% employer match about $67,820 at 4% or $45,213 at 6%; with 100% employer match about $50,865 at 4% or $33,910 at 6%. |
| Ward/Davis Associates Inc. Profit Sharing Plan | - | 11 | $113,347 | $113,272 | $10,297iApproximate average salary by contribution assumption: employee only about $257,436 at 4% or $171,624 at 6%; with 50% employer match about $171,624 at 4% or $114,416 at 6%; with 100% employer match about $128,718 at 4% or $85,812 at 6%. |
| 2005 | 1 | 21 | $5,092,743 | $189,722 | $9,034iApproximate average salary by contribution assumption: employee only about $225,860 at 4% or $150,573 at 6%; with 50% employer match about $150,573 at 4% or $100,382 at 6%; with 100% employer match about $112,930 at 4% or $75,287 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 21 | $5,092,743 | $189,722 | $9,034iApproximate average salary by contribution assumption: employee only about $225,860 at 4% or $150,573 at 6%; with 50% employer match about $150,573 at 4% or $100,382 at 6%; with 100% employer match about $112,930 at 4% or $75,287 at 6%. |
| 2004 | 1 | 23 | $5,090,852 | $167,803 | $7,296iApproximate average salary by contribution assumption: employee only about $182,395 at 4% or $121,596 at 6%; with 50% employer match about $121,596 at 4% or $81,064 at 6%; with 100% employer match about $91,197 at 4% or $60,798 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 23 | $5,090,852 | $167,803 | $7,296iApproximate average salary by contribution assumption: employee only about $182,395 at 4% or $121,596 at 6%; with 50% employer match about $121,596 at 4% or $81,064 at 6%; with 100% employer match about $91,197 at 4% or $60,798 at 6%. |
| 2003 | 1 | 24 | $4,600,042 | $120,431 | $5,018iApproximate average salary by contribution assumption: employee only about $125,449 at 4% or $83,633 at 6%; with 50% employer match about $83,633 at 4% or $55,755 at 6%; with 100% employer match about $62,724 at 4% or $41,816 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 24 | $4,600,042 | $120,431 | $5,018iApproximate average salary by contribution assumption: employee only about $125,449 at 4% or $83,633 at 6%; with 50% employer match about $83,633 at 4% or $55,755 at 6%; with 100% employer match about $62,724 at 4% or $41,816 at 6%. |
| 2002 | 1 | 34 | $6,106,107 | $47,409 | $1,394iApproximate average salary by contribution assumption: employee only about $34,860 at 4% or $23,240 at 6%; with 50% employer match about $23,240 at 4% or $15,493 at 6%; with 100% employer match about $17,430 at 4% or $11,620 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 34 | $6,106,107 | $47,409 | $1,394iApproximate average salary by contribution assumption: employee only about $34,860 at 4% or $23,240 at 6%; with 50% employer match about $23,240 at 4% or $15,493 at 6%; with 100% employer match about $17,430 at 4% or $11,620 at 6%. |
| 2001 | 1 | 39 | $0 | $0 | - |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 39 | - | - | - |
| 2000 | 1 | 40 | $0 | $0 | - |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 40 | - | - | - |
| 1999 | 1 | 43 | $6,566,852 | $510,500 | $11,872iApproximate average salary by contribution assumption: employee only about $296,802 at 4% or $197,868 at 6%; with 50% employer match about $197,868 at 4% or $131,912 at 6%; with 100% employer match about $148,401 at 4% or $98,934 at 6%. |
| Ward/Davis Associates Inc. 401K Profit Sharing Plan | - | 43 | $6,566,852 | $510,500 | $11,872iApproximate average salary by contribution assumption: employee only about $296,802 at 4% or $197,868 at 6%; with 50% employer match about $197,868 at 4% or $131,912 at 6%; with 100% employer match about $148,401 at 4% or $98,934 at 6%. |