Civic Intelligence

David M. Davis, M.D. Inc.

Plan context: David M. Davis, M.D. Inc. Profit Sharing Plan

EIN 95-3570016 • Newport Beach, CA • 27 filings • 1 plans

20101 S.w. Birch Street, Suite 100Newport Beach, CA 92660
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$3,614,988

2025 Contributions

$62,000

Historical Graphs

Total Assets Over Time

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

$4,437,561$2,218,781$0199920122025YearValue
$3,614,988Latest year 2025

Participants Over Time

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

320199920122025YearValue
3Latest year 2025

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
202513$3,614,988$62,000$20,667iApproximate average salary by contribution assumption: employee only about $516,667 at 4% or $344,444 at 6%; with 50% employer match about $344,444 at 4% or $229,630 at 6%; with 100% employer match about $258,333 at 4% or $172,222 at 6%.
David M. Davis, M.D. Inc. Profit Sharing Plan-3$3,614,988$62,000$20,667iApproximate average salary by contribution assumption: employee only about $516,667 at 4% or $344,444 at 6%; with 50% employer match about $344,444 at 4% or $229,630 at 6%; with 100% employer match about $258,333 at 4% or $172,222 at 6%.
202413$2,730,708$73,600$24,533iApproximate average salary by contribution assumption: employee only about $613,333 at 4% or $408,889 at 6%; with 50% employer match about $408,889 at 4% or $272,593 at 6%; with 100% employer match about $306,667 at 4% or $204,444 at 6%.
David M. Davis, M.D. Inc. Profit Sharing Plan-3$2,730,708$73,600$24,533iApproximate average salary by contribution assumption: employee only about $613,333 at 4% or $408,889 at 6%; with 50% employer match about $408,889 at 4% or $272,593 at 6%; with 100% employer match about $306,667 at 4% or $204,444 at 6%.
202313$2,696,506$85,587$28,529iApproximate average salary by contribution assumption: employee only about $713,225 at 4% or $475,483 at 6%; with 50% employer match about $475,483 at 4% or $316,989 at 6%; with 100% employer match about $356,613 at 4% or $237,742 at 6%.
David M. Davis, M.D. Inc. Profit Sharing Plan-3$2,696,506$85,587$28,529iApproximate average salary by contribution assumption: employee only about $713,225 at 4% or $475,483 at 6%; with 50% employer match about $475,483 at 4% or $316,989 at 6%; with 100% employer match about $356,613 at 4% or $237,742 at 6%.
202213$2,503,850$77,886$25,962iApproximate average salary by contribution assumption: employee only about $649,050 at 4% or $432,700 at 6%; with 50% employer match about $432,700 at 4% or $288,467 at 6%; with 100% employer match about $324,525 at 4% or $216,350 at 6%.
David M. Davis, M.D. Inc. Profit Sharing Plan-3$2,503,850$77,886$25,962iApproximate average salary by contribution assumption: employee only about $649,050 at 4% or $432,700 at 6%; with 50% employer match about $432,700 at 4% or $288,467 at 6%; with 100% employer match about $324,525 at 4% or $216,350 at 6%.
202113$2,928,463$75,501$25,167iApproximate average salary by contribution assumption: employee only about $629,175 at 4% or $419,450 at 6%; with 50% employer match about $419,450 at 4% or $279,633 at 6%; with 100% employer match about $314,588 at 4% or $209,725 at 6%.
David M. Davis, M.D. Inc. Profit Sharing Plan-3$2,928,463$75,501$25,167iApproximate average salary by contribution assumption: employee only about $629,175 at 4% or $419,450 at 6%; with 50% employer match about $419,450 at 4% or $279,633 at 6%; with 100% employer match about $314,588 at 4% or $209,725 at 6%.
202013$3,046,212$63,192$21,064iApproximate average salary by contribution assumption: employee only about $526,600 at 4% or $351,067 at 6%; with 50% employer match about $351,067 at 4% or $234,044 at 6%; with 100% employer match about $263,300 at 4% or $175,533 at 6%.
David M. Davis, M.D. Inc. Profit Sharing Plan-3$3,046,212$63,192$21,064iApproximate average salary by contribution assumption: employee only about $526,600 at 4% or $351,067 at 6%; with 50% employer match about $351,067 at 4% or $234,044 at 6%; with 100% employer match about $263,300 at 4% or $175,533 at 6%.
201913$2,434,688$63,825$21,275iApproximate average salary by contribution assumption: employee only about $531,875 at 4% or $354,583 at 6%; with 50% employer match about $354,583 at 4% or $236,389 at 6%; with 100% employer match about $265,938 at 4% or $177,292 at 6%.
David M. Davis, M.D. Inc. Profit Sharing Plan-3$2,434,688$63,825$21,275iApproximate average salary by contribution assumption: employee only about $531,875 at 4% or $354,583 at 6%; with 50% employer match about $354,583 at 4% or $236,389 at 6%; with 100% employer match about $265,938 at 4% or $177,292 at 6%.
201813$1,937,980$64,656$21,552iApproximate average salary by contribution assumption: employee only about $538,800 at 4% or $359,200 at 6%; with 50% employer match about $359,200 at 4% or $239,467 at 6%; with 100% employer match about $269,400 at 4% or $179,600 at 6%.
David M. Davis, M.D. Inc. Profit Sharing Plan-3$1,937,980$64,656$21,552iApproximate average salary by contribution assumption: employee only about $538,800 at 4% or $359,200 at 6%; with 50% employer match about $359,200 at 4% or $239,467 at 6%; with 100% employer match about $269,400 at 4% or $179,600 at 6%.
201713$2,250,967$0-
David M. Davis, M.D. Inc. Profit Sharing Plan-3$2,250,967$0-
201613$2,052,934$0-
David M. Davis, M.D. Inc. Profit Sharing Plan-3$2,052,934$0-
201513$1,697,598$0-
David M. Davis, M.D. Inc. Profit Sharing Plan-3$1,697,598$0-
201413$1,888,407$0-
David M. Davis, M.D. Inc. Profit Sharing Plan-3$1,888,407$0-
201313$2,056,437$0-
David M. Davis, M.D. Inc. Profit Sharing Plan-3$2,056,437$0-
201213$3,045,321$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
David M. Davis, M.D. Inc. Profit Sharing Plan-3$3,045,321$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
201113$3,028,446$80,747$26,916iApproximate average salary by contribution assumption: employee only about $672,892 at 4% or $448,594 at 6%; with 50% employer match about $448,594 at 4% or $299,063 at 6%; with 100% employer match about $336,446 at 4% or $224,297 at 6%.
David M. Davis, M.D. Inc. Profit Sharing Plan-3$3,028,446$80,747$26,916iApproximate average salary by contribution assumption: employee only about $672,892 at 4% or $448,594 at 6%; with 50% employer match about $448,594 at 4% or $299,063 at 6%; with 100% employer match about $336,446 at 4% or $224,297 at 6%.
201013$4,437,561$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
David M. Davis, M.D. Inc. Profit Sharing Plan-3$4,437,561$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
200913$3,111,011$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
David M. Davis, M.D. Inc. Profit Sharing Plan-3$3,111,011$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
200813$2,031,731$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
David M. Davis, M.D. Inc. Profit Sharing Plan-3$2,031,731$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
200713$3,076,544$70,000$23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%.
David M. Davis, M.D. Inc. Profit Sharing Plan-3$3,076,544$70,000$23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%.
200613$2,450,666$62,417$20,806iApproximate average salary by contribution assumption: employee only about $520,142 at 4% or $346,761 at 6%; with 50% employer match about $346,761 at 4% or $231,174 at 6%; with 100% employer match about $260,071 at 4% or $173,381 at 6%.
David M. Davis, M.D. Inc. Profit Sharing Plan-3$2,450,666$62,417$20,806iApproximate average salary by contribution assumption: employee only about $520,142 at 4% or $346,761 at 6%; with 50% employer match about $346,761 at 4% or $231,174 at 6%; with 100% employer match about $260,071 at 4% or $173,381 at 6%.
200513$2,070,293$79,202$26,401iApproximate average salary by contribution assumption: employee only about $660,017 at 4% or $440,011 at 6%; with 50% employer match about $440,011 at 4% or $293,341 at 6%; with 100% employer match about $330,008 at 4% or $220,006 at 6%.
David M. Davis, M.D. Inc. Profit Sharing Plan-3$2,070,293$79,202$26,401iApproximate average salary by contribution assumption: employee only about $660,017 at 4% or $440,011 at 6%; with 50% employer match about $440,011 at 4% or $293,341 at 6%; with 100% employer match about $330,008 at 4% or $220,006 at 6%.
200413$1,727,097$61,679$20,560iApproximate average salary by contribution assumption: employee only about $513,992 at 4% or $342,661 at 6%; with 50% employer match about $342,661 at 4% or $228,441 at 6%; with 100% employer match about $256,996 at 4% or $171,331 at 6%.
David M. Davis, M.D. Inc. Profit Sharing Plan-3$1,727,097$61,679$20,560iApproximate average salary by contribution assumption: employee only about $513,992 at 4% or $342,661 at 6%; with 50% employer match about $342,661 at 4% or $228,441 at 6%; with 100% employer match about $256,996 at 4% or $171,331 at 6%.
200313$1,540,421$77,919$25,973iApproximate average salary by contribution assumption: employee only about $649,325 at 4% or $432,883 at 6%; with 50% employer match about $432,883 at 4% or $288,589 at 6%; with 100% employer match about $324,663 at 4% or $216,442 at 6%.
David M. Davis, M.D. Inc. Profit Sharing Plan-3$1,540,421$77,919$25,973iApproximate average salary by contribution assumption: employee only about $649,325 at 4% or $432,883 at 6%; with 50% employer match about $432,883 at 4% or $288,589 at 6%; with 100% employer match about $324,663 at 4% or $216,442 at 6%.
200213$1,075,158$67,149$22,383iApproximate average salary by contribution assumption: employee only about $559,575 at 4% or $373,050 at 6%; with 50% employer match about $373,050 at 4% or $248,700 at 6%; with 100% employer match about $279,788 at 4% or $186,525 at 6%.
David M. Davis, M.D. Inc. Profit Sharing Plan-3$1,075,158$67,149$22,383iApproximate average salary by contribution assumption: employee only about $559,575 at 4% or $373,050 at 6%; with 50% employer match about $373,050 at 4% or $248,700 at 6%; with 100% employer match about $279,788 at 4% or $186,525 at 6%.
200113$923,354$49,178$16,393iApproximate average salary by contribution assumption: employee only about $409,817 at 4% or $273,211 at 6%; with 50% employer match about $273,211 at 4% or $182,141 at 6%; with 100% employer match about $204,908 at 4% or $136,606 at 6%.
David M. Davis, M.D. Inc. Profit Sharing Plan-3$923,354$49,178$16,393iApproximate average salary by contribution assumption: employee only about $409,817 at 4% or $273,211 at 6%; with 50% employer match about $273,211 at 4% or $182,141 at 6%; with 100% employer match about $204,908 at 4% or $136,606 at 6%.
200013$955,835$53,087$17,696iApproximate average salary by contribution assumption: employee only about $442,392 at 4% or $294,928 at 6%; with 50% employer match about $294,928 at 4% or $196,619 at 6%; with 100% employer match about $221,196 at 4% or $147,464 at 6%.
David M. Davis, M.D. Inc. Profit Sharing Plan-3$955,835$53,087$17,696iApproximate average salary by contribution assumption: employee only about $442,392 at 4% or $294,928 at 6%; with 50% employer match about $294,928 at 4% or $196,619 at 6%; with 100% employer match about $221,196 at 4% or $147,464 at 6%.
199913$913,566$49,770$16,590iApproximate average salary by contribution assumption: employee only about $414,750 at 4% or $276,500 at 6%; with 50% employer match about $276,500 at 4% or $184,333 at 6%; with 100% employer match about $207,375 at 4% or $138,250 at 6%.
David M. Davis, M.D. Inc. Profit Sharing Plan-3$913,566$49,770$16,590iApproximate average salary by contribution assumption: employee only about $414,750 at 4% or $276,500 at 6%; with 50% employer match about $276,500 at 4% or $184,333 at 6%; with 100% employer match about $207,375 at 4% or $138,250 at 6%.