Jefferson K. Davis, M.D. PC.
Plan context: Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust
EIN 95-3931317 • Santa Fe, NM • 30 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$2,545,663
2025 Contributions
$218,099
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust | - | 0 | $0 | $0 | - |
| 2024 | 1 | 2 | $2,545,663 | $218,099 | $109,050iApproximate average salary by contribution assumption: employee only about $2,726,238 at 4% or $1,817,492 at 6%; with 50% employer match about $1,817,492 at 4% or $1,211,661 at 6%; with 100% employer match about $1,363,119 at 4% or $908,746 at 6%. |
| Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust | - | 2 | $2,545,663 | $218,099 | $109,050iApproximate average salary by contribution assumption: employee only about $2,726,238 at 4% or $1,817,492 at 6%; with 50% employer match about $1,817,492 at 4% or $1,211,661 at 6%; with 100% employer match about $1,363,119 at 4% or $908,746 at 6%. |
| 2023 | 1 | 2 | $2,358,411 | $70,036 | $35,018iApproximate average salary by contribution assumption: employee only about $875,450 at 4% or $583,633 at 6%; with 50% employer match about $583,633 at 4% or $389,089 at 6%; with 100% employer match about $437,725 at 4% or $291,817 at 6%. |
| Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust | - | 2 | $2,358,411 | $70,036 | $35,018iApproximate average salary by contribution assumption: employee only about $875,450 at 4% or $583,633 at 6%; with 50% employer match about $583,633 at 4% or $389,089 at 6%; with 100% employer match about $437,725 at 4% or $291,817 at 6%. |
| 2022 | 1 | 3 | $2,265,058 | $7,457 | $2,486iApproximate average salary by contribution assumption: employee only about $62,142 at 4% or $41,428 at 6%; with 50% employer match about $41,428 at 4% or $27,619 at 6%; with 100% employer match about $31,071 at 4% or $20,714 at 6%. |
| Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust | - | 3 | $2,265,058 | $7,457 | $2,486iApproximate average salary by contribution assumption: employee only about $62,142 at 4% or $41,428 at 6%; with 50% employer match about $41,428 at 4% or $27,619 at 6%; with 100% employer match about $31,071 at 4% or $20,714 at 6%. |
| 2021 | 1 | 3 | $2,319,910 | $65,363 | $21,788iApproximate average salary by contribution assumption: employee only about $544,692 at 4% or $363,128 at 6%; with 50% employer match about $363,128 at 4% or $242,085 at 6%; with 100% employer match about $272,346 at 4% or $181,564 at 6%. |
| Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust | - | 3 | $2,319,910 | $65,363 | $21,788iApproximate average salary by contribution assumption: employee only about $544,692 at 4% or $363,128 at 6%; with 50% employer match about $363,128 at 4% or $242,085 at 6%; with 100% employer match about $272,346 at 4% or $181,564 at 6%. |
| 2020 | 1 | 3 | $2,263,913 | $67,934 | $22,645iApproximate average salary by contribution assumption: employee only about $566,117 at 4% or $377,411 at 6%; with 50% employer match about $377,411 at 4% or $251,607 at 6%; with 100% employer match about $283,058 at 4% or $188,706 at 6%. |
| Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust | - | 3 | $2,263,913 | $67,934 | $22,645iApproximate average salary by contribution assumption: employee only about $566,117 at 4% or $377,411 at 6%; with 50% employer match about $377,411 at 4% or $251,607 at 6%; with 100% employer match about $283,058 at 4% or $188,706 at 6%. |
| 2019 | 1 | 3 | $2,195,357 | $67,359 | $22,453iApproximate average salary by contribution assumption: employee only about $561,325 at 4% or $374,217 at 6%; with 50% employer match about $374,217 at 4% or $249,478 at 6%; with 100% employer match about $280,663 at 4% or $187,108 at 6%. |
| Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust | - | 3 | $2,195,357 | $67,359 | $22,453iApproximate average salary by contribution assumption: employee only about $561,325 at 4% or $374,217 at 6%; with 50% employer match about $374,217 at 4% or $249,478 at 6%; with 100% employer match about $280,663 at 4% or $187,108 at 6%. |
| 2018 | 1 | 3 | $2,085,080 | $66,001 | $22,000iApproximate average salary by contribution assumption: employee only about $550,008 at 4% or $366,672 at 6%; with 50% employer match about $366,672 at 4% or $244,448 at 6%; with 100% employer match about $275,004 at 4% or $183,336 at 6%. |
| Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust | - | 3 | $2,085,080 | $66,001 | $22,000iApproximate average salary by contribution assumption: employee only about $550,008 at 4% or $366,672 at 6%; with 50% employer match about $366,672 at 4% or $244,448 at 6%; with 100% employer match about $275,004 at 4% or $183,336 at 6%. |
| 2017 | 1 | 3 | $2,003,933 | $63,411 | $21,137iApproximate average salary by contribution assumption: employee only about $528,425 at 4% or $352,283 at 6%; with 50% employer match about $352,283 at 4% or $234,856 at 6%; with 100% employer match about $264,213 at 4% or $176,142 at 6%. |
| Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust | - | 3 | $2,003,933 | $63,411 | $21,137iApproximate average salary by contribution assumption: employee only about $528,425 at 4% or $352,283 at 6%; with 50% employer match about $352,283 at 4% or $234,856 at 6%; with 100% employer match about $264,213 at 4% or $176,142 at 6%. |
| 2016 | 1 | 3 | $1,926,059 | $62,913 | $20,971iApproximate average salary by contribution assumption: employee only about $524,275 at 4% or $349,517 at 6%; with 50% employer match about $349,517 at 4% or $233,011 at 6%; with 100% employer match about $262,138 at 4% or $174,758 at 6%. |
| Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust | - | 3 | $1,926,059 | $62,913 | $20,971iApproximate average salary by contribution assumption: employee only about $524,275 at 4% or $349,517 at 6%; with 50% employer match about $349,517 at 4% or $233,011 at 6%; with 100% employer match about $262,138 at 4% or $174,758 at 6%. |
| 2015 | 1 | 2 | $1,862,490 | $63,592 | $31,796iApproximate average salary by contribution assumption: employee only about $794,900 at 4% or $529,933 at 6%; with 50% employer match about $529,933 at 4% or $353,289 at 6%; with 100% employer match about $397,450 at 4% or $264,967 at 6%. |
| Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust | - | 2 | $1,862,490 | $63,592 | $31,796iApproximate average salary by contribution assumption: employee only about $794,900 at 4% or $529,933 at 6%; with 50% employer match about $529,933 at 4% or $353,289 at 6%; with 100% employer match about $397,450 at 4% or $264,967 at 6%. |
| 2014 | 1 | 2 | $1,810,375 | $61,686 | $30,843iApproximate average salary by contribution assumption: employee only about $771,075 at 4% or $514,050 at 6%; with 50% employer match about $514,050 at 4% or $342,700 at 6%; with 100% employer match about $385,538 at 4% or $257,025 at 6%. |
| Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust | - | 2 | $1,810,375 | $61,686 | $30,843iApproximate average salary by contribution assumption: employee only about $771,075 at 4% or $514,050 at 6%; with 50% employer match about $514,050 at 4% or $342,700 at 6%; with 100% employer match about $385,538 at 4% or $257,025 at 6%. |
| 2013 | 1 | 2 | $1,747,797 | $60,306 | $30,153iApproximate average salary by contribution assumption: employee only about $753,825 at 4% or $502,550 at 6%; with 50% employer match about $502,550 at 4% or $335,033 at 6%; with 100% employer match about $376,913 at 4% or $251,275 at 6%. |
| Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust | - | 2 | $1,747,797 | $60,306 | $30,153iApproximate average salary by contribution assumption: employee only about $753,825 at 4% or $502,550 at 6%; with 50% employer match about $502,550 at 4% or $335,033 at 6%; with 100% employer match about $376,913 at 4% or $251,275 at 6%. |
| 2012 | 1 | 2 | $1,685,755 | $59,628 | $29,814iApproximate average salary by contribution assumption: employee only about $745,350 at 4% or $496,900 at 6%; with 50% employer match about $496,900 at 4% or $331,267 at 6%; with 100% employer match about $372,675 at 4% or $248,450 at 6%. |
| Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust | - | 2 | $1,685,755 | $59,628 | $29,814iApproximate average salary by contribution assumption: employee only about $745,350 at 4% or $496,900 at 6%; with 50% employer match about $496,900 at 4% or $331,267 at 6%; with 100% employer match about $372,675 at 4% or $248,450 at 6%. |
| 2011 | 1 | 2 | $1,609,657 | $58,306 | $29,153iApproximate average salary by contribution assumption: employee only about $728,825 at 4% or $485,883 at 6%; with 50% employer match about $485,883 at 4% or $323,922 at 6%; with 100% employer match about $364,413 at 4% or $242,942 at 6%. |
| Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust | - | 2 | $1,609,657 | $58,306 | $29,153iApproximate average salary by contribution assumption: employee only about $728,825 at 4% or $485,883 at 6%; with 50% employer match about $485,883 at 4% or $323,922 at 6%; with 100% employer match about $364,413 at 4% or $242,942 at 6%. |
| 2010 | 1 | 2 | $1,556,673 | $58,876 | $29,438iApproximate average salary by contribution assumption: employee only about $735,950 at 4% or $490,633 at 6%; with 50% employer match about $490,633 at 4% or $327,089 at 6%; with 100% employer match about $367,975 at 4% or $245,317 at 6%. |
| Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust | - | 2 | $1,556,673 | $58,876 | $29,438iApproximate average salary by contribution assumption: employee only about $735,950 at 4% or $490,633 at 6%; with 50% employer match about $490,633 at 4% or $327,089 at 6%; with 100% employer match about $367,975 at 4% or $245,317 at 6%. |
| 2009 | 1 | 2 | $1,490,133 | $58,116 | $29,058iApproximate average salary by contribution assumption: employee only about $726,450 at 4% or $484,300 at 6%; with 50% employer match about $484,300 at 4% or $322,867 at 6%; with 100% employer match about $363,225 at 4% or $242,150 at 6%. |
| Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust | - | 2 | $1,490,133 | $58,116 | $29,058iApproximate average salary by contribution assumption: employee only about $726,450 at 4% or $484,300 at 6%; with 50% employer match about $484,300 at 4% or $322,867 at 6%; with 100% employer match about $363,225 at 4% or $242,150 at 6%. |
| 2008 | 1 | 2 | $1,353,203 | $55,116 | $27,558iApproximate average salary by contribution assumption: employee only about $688,950 at 4% or $459,300 at 6%; with 50% employer match about $459,300 at 4% or $306,200 at 6%; with 100% employer match about $344,475 at 4% or $229,650 at 6%. |
| Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust | - | 2 | $1,353,203 | $55,116 | $27,558iApproximate average salary by contribution assumption: employee only about $688,950 at 4% or $459,300 at 6%; with 50% employer match about $459,300 at 4% or $306,200 at 6%; with 100% employer match about $344,475 at 4% or $229,650 at 6%. |
| 2007 | 1 | 2 | $1,415,720 | $53,920 | $26,960iApproximate average salary by contribution assumption: employee only about $674,000 at 4% or $449,333 at 6%; with 50% employer match about $449,333 at 4% or $299,556 at 6%; with 100% employer match about $337,000 at 4% or $224,667 at 6%. |
| Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust | - | 2 | $1,415,720 | $53,920 | $26,960iApproximate average salary by contribution assumption: employee only about $674,000 at 4% or $449,333 at 6%; with 50% employer match about $449,333 at 4% or $299,556 at 6%; with 100% employer match about $337,000 at 4% or $224,667 at 6%. |
| 2006 | 1 | 3 | $1,292,563 | $56,796 | $18,932iApproximate average salary by contribution assumption: employee only about $473,300 at 4% or $315,533 at 6%; with 50% employer match about $315,533 at 4% or $210,356 at 6%; with 100% employer match about $236,650 at 4% or $157,767 at 6%. |
| Jefferson K. Davis, M.D. PC. Employees Money Purchase Pension Plan | - | 3 | $1,292,563 | $56,796 | $18,932iApproximate average salary by contribution assumption: employee only about $473,300 at 4% or $315,533 at 6%; with 50% employer match about $315,533 at 4% or $210,356 at 6%; with 100% employer match about $236,650 at 4% or $157,767 at 6%. |
| 2005 | 1 | 3 | $1,134,803 | $45,981 | $15,327iApproximate average salary by contribution assumption: employee only about $383,175 at 4% or $255,450 at 6%; with 50% employer match about $255,450 at 4% or $170,300 at 6%; with 100% employer match about $191,588 at 4% or $127,725 at 6%. |
| Jefferson K. Davis, M.D. PC. Employees Money Purchase Pension Plan | - | 3 | $1,134,803 | $45,981 | $15,327iApproximate average salary by contribution assumption: employee only about $383,175 at 4% or $255,450 at 6%; with 50% employer match about $255,450 at 4% or $170,300 at 6%; with 100% employer match about $191,588 at 4% or $127,725 at 6%. |
| 2004 | 1 | 3 | $1,064,510 | $52,242 | $17,414iApproximate average salary by contribution assumption: employee only about $435,350 at 4% or $290,233 at 6%; with 50% employer match about $290,233 at 4% or $193,489 at 6%; with 100% employer match about $217,675 at 4% or $145,117 at 6%. |
| Jefferson K. Davis, M.D. PC. Employees Money Purchase Pension Plan | - | 3 | $1,064,510 | $52,242 | $17,414iApproximate average salary by contribution assumption: employee only about $435,350 at 4% or $290,233 at 6%; with 50% employer match about $290,233 at 4% or $193,489 at 6%; with 100% employer match about $217,675 at 4% or $145,117 at 6%. |
| 2003 | 1 | 4 | $983,763 | $53,183 | $13,296iApproximate average salary by contribution assumption: employee only about $332,394 at 4% or $221,596 at 6%; with 50% employer match about $221,596 at 4% or $147,731 at 6%; with 100% employer match about $166,197 at 4% or $110,798 at 6%. |
| Jefferson K. Davis, M.D. PC. Employees Money Purchase Pension Plan | - | 4 | $983,763 | $53,183 | $13,296iApproximate average salary by contribution assumption: employee only about $332,394 at 4% or $221,596 at 6%; with 50% employer match about $221,596 at 4% or $147,731 at 6%; with 100% employer match about $166,197 at 4% or $110,798 at 6%. |
| 2002 | 2 | 3 | $897,527 | $51,648 | $17,216iApproximate average salary by contribution assumption: employee only about $430,400 at 4% or $286,933 at 6%; with 50% employer match about $286,933 at 4% or $191,289 at 6%; with 100% employer match about $215,200 at 4% or $143,467 at 6%. |
| Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust | - | 3 | $897,527 | $51,648 | $17,216iApproximate average salary by contribution assumption: employee only about $430,400 at 4% or $286,933 at 6%; with 50% employer match about $286,933 at 4% or $191,289 at 6%; with 100% employer match about $215,200 at 4% or $143,467 at 6%. |
| Jefferson K. Davis, M.D. PC. Employees Money Purchase Pension Plan | - | 0 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Jefferson K. Davis, M.D. PC. Employees Money Purchase Pension Plan | - | 3 | - | - | - |
| 2000 | 2 | 3 | $0 | $0 | - |
| Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust | - | 3 | - | - | - |
| Jefferson K. Davis, M.D. PC. Employees Money Purchase Pension Plan | - | 3 | - | - | - |
| 1999 | 2 | 2 | $608,331 | $37,534 | $18,767iApproximate average salary by contribution assumption: employee only about $469,175 at 4% or $312,783 at 6%; with 50% employer match about $312,783 at 4% or $208,522 at 6%; with 100% employer match about $234,588 at 4% or $156,392 at 6%. |
| Jefferson K. Davis, M.D. PC. Employees Money Purchase Pension Plan | - | 2 | $312,562 | $20,018 | $10,009iApproximate average salary by contribution assumption: employee only about $250,225 at 4% or $166,817 at 6%; with 50% employer match about $166,817 at 4% or $111,211 at 6%; with 100% employer match about $125,113 at 4% or $83,408 at 6%. |
| Jefferson K. Davis, M.D. PC. Profit Sharing Plan and Trust | - | 2 | $295,769 | $17,516 | $8,758iApproximate average salary by contribution assumption: employee only about $218,950 at 4% or $145,967 at 6%; with 50% employer match about $145,967 at 4% or $97,311 at 6%; with 100% employer match about $109,475 at 4% or $72,983 at 6%. |