Davis Research LLC
Plan context: Davis Research LLC 401K Plan
EIN 95-4728594 • Calabasas, CA • 32 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
31
2025 Assets
$4,554,460
2025 Contributions
$287,756
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 | 31 | $4,554,460 | $287,756 | $9,282iApproximate average salary by contribution assumption: employee only about $232,061 at 4% or $154,708 at 6%; with 50% employer match about $154,708 at 4% or $103,138 at 6%; with 100% employer match about $116,031 at 4% or $77,354 at 6%. |
| Davis Research LLC 401K Plan | - | 31 | $4,554,460 | $287,756 | $9,282iApproximate average salary by contribution assumption: employee only about $232,061 at 4% or $154,708 at 6%; with 50% employer match about $154,708 at 4% or $103,138 at 6%; with 100% employer match about $116,031 at 4% or $77,354 at 6%. |
| 2024 | 1 | 32 | $3,696,527 | $339,597 | $10,612iApproximate average salary by contribution assumption: employee only about $265,310 at 4% or $176,873 at 6%; with 50% employer match about $176,873 at 4% or $117,916 at 6%; with 100% employer match about $132,655 at 4% or $88,437 at 6%. |
| Davis Research LLC 401K Plan | - | 32 | $3,696,527 | $339,597 | $10,612iApproximate average salary by contribution assumption: employee only about $265,310 at 4% or $176,873 at 6%; with 50% employer match about $176,873 at 4% or $117,916 at 6%; with 100% employer match about $132,655 at 4% or $88,437 at 6%. |
| 2023 | 1 | 23 | $3,057,285 | $146,602 | $6,374iApproximate average salary by contribution assumption: employee only about $159,350 at 4% or $106,233 at 6%; with 50% employer match about $106,233 at 4% or $70,822 at 6%; with 100% employer match about $79,675 at 4% or $53,117 at 6%. |
| Davis Research LLC 401K Plan | - | 23 | $3,057,285 | $146,602 | $6,374iApproximate average salary by contribution assumption: employee only about $159,350 at 4% or $106,233 at 6%; with 50% employer match about $106,233 at 4% or $70,822 at 6%; with 100% employer match about $79,675 at 4% or $53,117 at 6%. |
| 2022 | 1 | 24 | $2,619,334 | $147,648 | $6,152iApproximate average salary by contribution assumption: employee only about $153,800 at 4% or $102,533 at 6%; with 50% employer match about $102,533 at 4% or $68,356 at 6%; with 100% employer match about $76,900 at 4% or $51,267 at 6%. |
| Davis Research LLC 401K Plan | - | 24 | $2,619,334 | $147,648 | $6,152iApproximate average salary by contribution assumption: employee only about $153,800 at 4% or $102,533 at 6%; with 50% employer match about $102,533 at 4% or $68,356 at 6%; with 100% employer match about $76,900 at 4% or $51,267 at 6%. |
| 2021 | 1 | 26 | $2,979,555 | $107,179 | $4,122iApproximate average salary by contribution assumption: employee only about $103,057 at 4% or $68,704 at 6%; with 50% employer match about $68,704 at 4% or $45,803 at 6%; with 100% employer match about $51,528 at 4% or $34,352 at 6%. |
| Davis Research LLC 401K Plan | - | 26 | $2,979,555 | $107,179 | $4,122iApproximate average salary by contribution assumption: employee only about $103,057 at 4% or $68,704 at 6%; with 50% employer match about $68,704 at 4% or $45,803 at 6%; with 100% employer match about $51,528 at 4% or $34,352 at 6%. |
| 2020 | 1 | 27 | $2,583,140 | $74,479 | $2,758iApproximate average salary by contribution assumption: employee only about $68,962 at 4% or $45,975 at 6%; with 50% employer match about $45,975 at 4% or $30,650 at 6%; with 100% employer match about $34,481 at 4% or $22,987 at 6%. |
| Davis Research LLC 401K Plan | - | 27 | $2,583,140 | $74,479 | $2,758iApproximate average salary by contribution assumption: employee only about $68,962 at 4% or $45,975 at 6%; with 50% employer match about $45,975 at 4% or $30,650 at 6%; with 100% employer match about $34,481 at 4% or $22,987 at 6%. |
| 2019 | 1 | 29 | $2,284,018 | $53,258 | $1,836iApproximate average salary by contribution assumption: employee only about $45,912 at 4% or $30,608 at 6%; with 50% employer match about $30,608 at 4% or $20,405 at 6%; with 100% employer match about $22,956 at 4% or $15,304 at 6%. |
| Davis Research LLC 401K Plan | - | 29 | $2,284,018 | $53,258 | $1,836iApproximate average salary by contribution assumption: employee only about $45,912 at 4% or $30,608 at 6%; with 50% employer match about $30,608 at 4% or $20,405 at 6%; with 100% employer match about $22,956 at 4% or $15,304 at 6%. |
| 2018 | 1 | 27 | $1,877,805 | $38,029 | $1,408iApproximate average salary by contribution assumption: employee only about $35,212 at 4% or $23,475 at 6%; with 50% employer match about $23,475 at 4% or $15,650 at 6%; with 100% employer match about $17,606 at 4% or $11,737 at 6%. |
| Davis Research LLC 401K Plan | - | 27 | $1,877,805 | $38,029 | $1,408iApproximate average salary by contribution assumption: employee only about $35,212 at 4% or $23,475 at 6%; with 50% employer match about $23,475 at 4% or $15,650 at 6%; with 100% employer match about $17,606 at 4% or $11,737 at 6%. |
| 2017 | 1 | 27 | $2,042,810 | $57,608 | $2,134iApproximate average salary by contribution assumption: employee only about $53,341 at 4% or $35,560 at 6%; with 50% employer match about $35,560 at 4% or $23,707 at 6%; with 100% employer match about $26,670 at 4% or $17,780 at 6%. |
| Davis Research LLC 401K Plan | - | 27 | $2,042,810 | $57,608 | $2,134iApproximate average salary by contribution assumption: employee only about $53,341 at 4% or $35,560 at 6%; with 50% employer match about $35,560 at 4% or $23,707 at 6%; with 100% employer match about $26,670 at 4% or $17,780 at 6%. |
| 2016 | 1 | 31 | $1,759,952 | $52,279 | $1,686iApproximate average salary by contribution assumption: employee only about $42,160 at 4% or $28,107 at 6%; with 50% employer match about $28,107 at 4% or $18,738 at 6%; with 100% employer match about $21,080 at 4% or $14,053 at 6%. |
| Davis Research LLC 401K Plan | - | 31 | $1,759,952 | $52,279 | $1,686iApproximate average salary by contribution assumption: employee only about $42,160 at 4% or $28,107 at 6%; with 50% employer match about $28,107 at 4% or $18,738 at 6%; with 100% employer match about $21,080 at 4% or $14,053 at 6%. |
| 2015 | 1 | 35 | $1,697,658 | $52,363 | $1,496iApproximate average salary by contribution assumption: employee only about $37,402 at 4% or $24,935 at 6%; with 50% employer match about $24,935 at 4% or $16,623 at 6%; with 100% employer match about $18,701 at 4% or $12,467 at 6%. |
| Davis Research LLC 401K Plan | - | 35 | $1,697,658 | $52,363 | $1,496iApproximate average salary by contribution assumption: employee only about $37,402 at 4% or $24,935 at 6%; with 50% employer match about $24,935 at 4% or $16,623 at 6%; with 100% employer match about $18,701 at 4% or $12,467 at 6%. |
| 2014 | 1 | 41 | $1,680,943 | $53,277 | $1,299iApproximate average salary by contribution assumption: employee only about $32,486 at 4% or $21,657 at 6%; with 50% employer match about $21,657 at 4% or $14,438 at 6%; with 100% employer match about $16,243 at 4% or $10,829 at 6%. |
| Davis Research LLC 401K Plan | - | 41 | $1,680,943 | $53,277 | $1,299iApproximate average salary by contribution assumption: employee only about $32,486 at 4% or $21,657 at 6%; with 50% employer match about $21,657 at 4% or $14,438 at 6%; with 100% employer match about $16,243 at 4% or $10,829 at 6%. |
| 2013 | 1 | 46 | $1,597,914 | $122,367 | $2,660iApproximate average salary by contribution assumption: employee only about $66,504 at 4% or $44,336 at 6%; with 50% employer match about $44,336 at 4% or $29,557 at 6%; with 100% employer match about $33,252 at 4% or $22,168 at 6%. |
| Davis Research LLC 401K Plan | - | 46 | $1,597,914 | $122,367 | $2,660iApproximate average salary by contribution assumption: employee only about $66,504 at 4% or $44,336 at 6%; with 50% employer match about $44,336 at 4% or $29,557 at 6%; with 100% employer match about $33,252 at 4% or $22,168 at 6%. |
| 2012 | 1 | 49 | $1,356,128 | $113,930 | $2,325iApproximate average salary by contribution assumption: employee only about $58,128 at 4% or $38,752 at 6%; with 50% employer match about $38,752 at 4% or $25,834 at 6%; with 100% employer match about $29,064 at 4% or $19,376 at 6%. |
| Davis Research LLC 401K Plan | - | 49 | $1,356,128 | $113,930 | $2,325iApproximate average salary by contribution assumption: employee only about $58,128 at 4% or $38,752 at 6%; with 50% employer match about $38,752 at 4% or $25,834 at 6%; with 100% employer match about $29,064 at 4% or $19,376 at 6%. |
| 2011 | 1 | 35 | $1,112,255 | $42,213 | $1,206iApproximate average salary by contribution assumption: employee only about $30,152 at 4% or $20,101 at 6%; with 50% employer match about $20,101 at 4% or $13,401 at 6%; with 100% employer match about $15,076 at 4% or $10,051 at 6%. |
| Davis Research LLC 401K Plan | - | 35 | $1,112,255 | $42,213 | $1,206iApproximate average salary by contribution assumption: employee only about $30,152 at 4% or $20,101 at 6%; with 50% employer match about $20,101 at 4% or $13,401 at 6%; with 100% employer match about $15,076 at 4% or $10,051 at 6%. |
| 2010 | 1 | 41 | $1,313,676 | $37,971 | $926iApproximate average salary by contribution assumption: employee only about $23,153 at 4% or $15,435 at 6%; with 50% employer match about $15,435 at 4% or $10,290 at 6%; with 100% employer match about $11,577 at 4% or $7,718 at 6%. |
| Davis Research LLC 401K Plan | - | 41 | $1,313,676 | $37,971 | $926iApproximate average salary by contribution assumption: employee only about $23,153 at 4% or $15,435 at 6%; with 50% employer match about $15,435 at 4% or $10,290 at 6%; with 100% employer match about $11,577 at 4% or $7,718 at 6%. |
| 2009 | 1 | 51 | $1,162,620 | $48,355 | $948iApproximate average salary by contribution assumption: employee only about $23,703 at 4% or $15,802 at 6%; with 50% employer match about $15,802 at 4% or $10,535 at 6%; with 100% employer match about $11,852 at 4% or $7,901 at 6%. |
| Davis Research LLC 401K Plan | - | 51 | $1,162,620 | $48,355 | $948iApproximate average salary by contribution assumption: employee only about $23,703 at 4% or $15,802 at 6%; with 50% employer match about $15,802 at 4% or $10,535 at 6%; with 100% employer match about $11,852 at 4% or $7,901 at 6%. |
| 2008 | 1 | 81 | $922,516 | $48,946 | $604iApproximate average salary by contribution assumption: employee only about $15,107 at 4% or $10,071 at 6%; with 50% employer match about $10,071 at 4% or $6,714 at 6%; with 100% employer match about $7,553 at 4% or $5,036 at 6%. |
| Davis Research LLC 401K Plan | - | 81 | $922,516 | $48,946 | $604iApproximate average salary by contribution assumption: employee only about $15,107 at 4% or $10,071 at 6%; with 50% employer match about $10,071 at 4% or $6,714 at 6%; with 100% employer match about $7,553 at 4% or $5,036 at 6%. |
| 2007 | 1 | 78 | $0 | $0 | - |
| Davis Research LLC 401K Plan | - | 78 | - | - | - |
| 2006 | 1 | 66 | $1,362,495 | $69,400 | $1,052iApproximate average salary by contribution assumption: employee only about $26,288 at 4% or $17,525 at 6%; with 50% employer match about $17,525 at 4% or $11,684 at 6%; with 100% employer match about $13,144 at 4% or $8,763 at 6%. |
| Davis Research LLC 401K Plan | - | 66 | $1,362,495 | $69,400 | $1,052iApproximate average salary by contribution assumption: employee only about $26,288 at 4% or $17,525 at 6%; with 50% employer match about $17,525 at 4% or $11,684 at 6%; with 100% employer match about $13,144 at 4% or $8,763 at 6%. |
| 2005 | 1 | 73 | $1,189,650 | $86,875 | $1,190iApproximate average salary by contribution assumption: employee only about $29,752 at 4% or $19,834 at 6%; with 50% employer match about $19,834 at 4% or $13,223 at 6%; with 100% employer match about $14,876 at 4% or $9,917 at 6%. |
| Davis Research LLC 401K Plan | - | 73 | $1,189,650 | $86,875 | $1,190iApproximate average salary by contribution assumption: employee only about $29,752 at 4% or $19,834 at 6%; with 50% employer match about $19,834 at 4% or $13,223 at 6%; with 100% employer match about $14,876 at 4% or $9,917 at 6%. |
| 2004 | 1 | 67 | $1,059,575 | $60,643 | $905iApproximate average salary by contribution assumption: employee only about $22,628 at 4% or $15,085 at 6%; with 50% employer match about $15,085 at 4% or $10,057 at 6%; with 100% employer match about $11,314 at 4% or $7,543 at 6%. |
| Davis Research LLC 401K Plan | - | 67 | $1,059,575 | $60,643 | $905iApproximate average salary by contribution assumption: employee only about $22,628 at 4% or $15,085 at 6%; with 50% employer match about $15,085 at 4% or $10,057 at 6%; with 100% employer match about $11,314 at 4% or $7,543 at 6%. |
| 2003 | 2 | 60 | $1,251,827 | $436,575 | $7,276iApproximate average salary by contribution assumption: employee only about $181,906 at 4% or $121,271 at 6%; with 50% employer match about $121,271 at 4% or $80,847 at 6%; with 100% employer match about $90,953 at 4% or $60,635 at 6%. |
| Davis Research LLC 401K Plan | - | 60 | $1,251,827 | $408,558 | $6,809iApproximate average salary by contribution assumption: employee only about $170,233 at 4% or $113,488 at 6%; with 50% employer match about $113,488 at 4% or $75,659 at 6%; with 100% employer match about $85,116 at 4% or $56,744 at 6%. |
| Davis Research LLC Cash Balance Pension Plan | - | 0 | - | $28,017 | - |
| 2002 | 2 | 62 | $861,326 | $349,538 | $5,638iApproximate average salary by contribution assumption: employee only about $140,943 at 4% or $93,962 at 6%; with 50% employer match about $93,962 at 4% or $62,641 at 6%; with 100% employer match about $70,471 at 4% or $46,981 at 6%. |
| Davis Research LLC Cash Balance Pension Plan | - | 24 | $861,326 | $349,538 | $14,564iApproximate average salary by contribution assumption: employee only about $364,102 at 4% or $242,735 at 6%; with 50% employer match about $242,735 at 4% or $161,823 at 6%; with 100% employer match about $182,051 at 4% or $121,367 at 6%. |
| Davis Research LLC 401K Plan | - | 62 | - | - | - |
| 2001 | 2 | 57 | $0 | $0 | - |
| Davis Research LLC Cash Balance Pension Plan | - | 24 | - | - | - |
| Davis Research LLC 401K Plan | - | 57 | - | - | - |
| 2000 | 2 | 56 | $815,529 | $440,197 | $7,861iApproximate average salary by contribution assumption: employee only about $196,517 at 4% or $131,011 at 6%; with 50% employer match about $131,011 at 4% or $87,341 at 6%; with 100% employer match about $98,258 at 4% or $65,506 at 6%. |
| Davis Research LLC Cash Balance Pension Plan | - | 23 | $414,945 | $200,632 | $8,723iApproximate average salary by contribution assumption: employee only about $218,078 at 4% or $145,386 at 6%; with 50% employer match about $145,386 at 4% or $96,924 at 6%; with 100% employer match about $109,039 at 4% or $72,693 at 6%. |
| Davis Research LLC 401K Plan | - | 56 | $400,584 | $239,565 | $4,278iApproximate average salary by contribution assumption: employee only about $106,949 at 4% or $71,299 at 6%; with 50% employer match about $71,299 at 4% or $47,533 at 6%; with 100% employer match about $53,474 at 4% or $35,650 at 6%. |
| 1999 | 2 | 48 | $441,019 | $424,608 | $8,846iApproximate average salary by contribution assumption: employee only about $221,150 at 4% or $147,433 at 6%; with 50% employer match about $147,433 at 4% or $98,289 at 6%; with 100% employer match about $110,575 at 4% or $73,717 at 6%. |
| Davis Research LLC Cash Balance Pension Plan | - | 22 | $222,770 | $222,770 | $10,126iApproximate average salary by contribution assumption: employee only about $253,148 at 4% or $168,765 at 6%; with 50% employer match about $168,765 at 4% or $112,510 at 6%; with 100% employer match about $126,574 at 4% or $84,383 at 6%. |
| Davis Research LLC 401K Plan | - | 48 | $218,249 | $201,838 | $4,205iApproximate average salary by contribution assumption: employee only about $105,124 at 4% or $70,083 at 6%; with 50% employer match about $70,083 at 4% or $46,722 at 6%; with 100% employer match about $52,562 at 4% or $35,041 at 6%. |