Civic Intelligence

Davies Associates

Plan context: Davies Associates Profit Sharing Plan & Trust

EIN 95-4236739 • 10 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

10

2008 Assets

$696,571

2008 Contributions

$162,335

Historical Graphs

Total Assets Over Time

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

$856,639$428,320$0199920042008YearValue
$696,571Latest year 2008

Participants Over Time

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

1050199920042008YearValue
10Latest year 2008

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
2008110$696,571$162,335$16,234iApproximate average salary by contribution assumption: employee only about $405,838 at 4% or $270,558 at 6%; with 50% employer match about $270,558 at 4% or $180,372 at 6%; with 100% employer match about $202,919 at 4% or $135,279 at 6%.
Davies Associates Profit Sharing Plan & Trust-10$696,571$162,335$16,234iApproximate average salary by contribution assumption: employee only about $405,838 at 4% or $270,558 at 6%; with 50% employer match about $270,558 at 4% or $180,372 at 6%; with 100% employer match about $202,919 at 4% or $135,279 at 6%.
200719$856,639$156,427$17,381iApproximate average salary by contribution assumption: employee only about $434,519 at 4% or $289,680 at 6%; with 50% employer match about $289,680 at 4% or $193,120 at 6%; with 100% employer match about $217,260 at 4% or $144,840 at 6%.
Davies Associates Profit Sharing Plan & Trust-9$856,639$156,427$17,381iApproximate average salary by contribution assumption: employee only about $434,519 at 4% or $289,680 at 6%; with 50% employer match about $289,680 at 4% or $193,120 at 6%; with 100% employer match about $217,260 at 4% or $144,840 at 6%.
200618$623,942$145,199$18,150iApproximate average salary by contribution assumption: employee only about $453,747 at 4% or $302,498 at 6%; with 50% employer match about $302,498 at 4% or $201,665 at 6%; with 100% employer match about $226,873 at 4% or $151,249 at 6%.
Davies Associates Profit Sharing Plan & Trust-8$623,942$145,199$18,150iApproximate average salary by contribution assumption: employee only about $453,747 at 4% or $302,498 at 6%; with 50% employer match about $302,498 at 4% or $201,665 at 6%; with 100% employer match about $226,873 at 4% or $151,249 at 6%.
200518$401,644$114,328$14,291iApproximate average salary by contribution assumption: employee only about $357,275 at 4% or $238,183 at 6%; with 50% employer match about $238,183 at 4% or $158,789 at 6%; with 100% employer match about $178,638 at 4% or $119,092 at 6%.
Davies Associates Profit Sharing Plan & Trust-8$401,644$114,328$14,291iApproximate average salary by contribution assumption: employee only about $357,275 at 4% or $238,183 at 6%; with 50% employer match about $238,183 at 4% or $158,789 at 6%; with 100% employer match about $178,638 at 4% or $119,092 at 6%.
200414$270,438$66,014$16,504iApproximate average salary by contribution assumption: employee only about $412,588 at 4% or $275,058 at 6%; with 50% employer match about $275,058 at 4% or $183,372 at 6%; with 100% employer match about $206,294 at 4% or $137,529 at 6%.
Davies Associates Profit Sharing Plan & Trust-4$270,438$66,014$16,504iApproximate average salary by contribution assumption: employee only about $412,588 at 4% or $275,058 at 6%; with 50% employer match about $275,058 at 4% or $183,372 at 6%; with 100% employer match about $206,294 at 4% or $137,529 at 6%.
200315$200,957$59,078$11,816iApproximate average salary by contribution assumption: employee only about $295,390 at 4% or $196,927 at 6%; with 50% employer match about $196,927 at 4% or $131,284 at 6%; with 100% employer match about $147,695 at 4% or $98,463 at 6%.
Davies Associates Profit Sharing Plan & Trust-5$200,957$59,078$11,816iApproximate average salary by contribution assumption: employee only about $295,390 at 4% or $196,927 at 6%; with 50% employer match about $196,927 at 4% or $131,284 at 6%; with 100% employer match about $147,695 at 4% or $98,463 at 6%.
200215$138,252$52,050$10,410iApproximate average salary by contribution assumption: employee only about $260,250 at 4% or $173,500 at 6%; with 50% employer match about $173,500 at 4% or $115,667 at 6%; with 100% employer match about $130,125 at 4% or $86,750 at 6%.
Davies Associates Profit Sharing Plan & Trust-5$138,252$52,050$10,410iApproximate average salary by contribution assumption: employee only about $260,250 at 4% or $173,500 at 6%; with 50% employer match about $173,500 at 4% or $115,667 at 6%; with 100% employer match about $130,125 at 4% or $86,750 at 6%.
200115$0$0-
Davies Associates Profit Sharing Plan & Trust-5---
200013$49,352$33,986$11,329iApproximate average salary by contribution assumption: employee only about $283,217 at 4% or $188,811 at 6%; with 50% employer match about $188,811 at 4% or $125,874 at 6%; with 100% employer match about $141,608 at 4% or $94,406 at 6%.
Davies Associates Profit Sharing Plan & Trust-3$49,352$33,986$11,329iApproximate average salary by contribution assumption: employee only about $283,217 at 4% or $188,811 at 6%; with 50% employer match about $188,811 at 4% or $125,874 at 6%; with 100% employer match about $141,608 at 4% or $94,406 at 6%.
199913$18,590$18,590$6,197iApproximate average salary by contribution assumption: employee only about $154,917 at 4% or $103,278 at 6%; with 50% employer match about $103,278 at 4% or $68,852 at 6%; with 100% employer match about $77,458 at 4% or $51,639 at 6%.
Davies Associates Profit Sharing Plan & Trust-3$18,590$18,590$6,197iApproximate average salary by contribution assumption: employee only about $154,917 at 4% or $103,278 at 6%; with 50% employer match about $103,278 at 4% or $68,852 at 6%; with 100% employer match about $77,458 at 4% or $51,639 at 6%.