Davis & Whalen LLP
Plan context: Davis & Whalen LLP 401K Plan
EIN 95-4742034 • Pasadena, CA • 13 filings • 2 plans
Current Snapshot
Latest Year
2012
2012 Participants
3
2012 Assets
$653,679
2012 Contributions
$82,695
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 3 | $653,679 | $82,695 | $27,565iApproximate average salary by contribution assumption: employee only about $689,125 at 4% or $459,417 at 6%; with 50% employer match about $459,417 at 4% or $306,278 at 6%; with 100% employer match about $344,563 at 4% or $229,708 at 6%. |
| Davis & Whalen LLP 401K Plan | - | 3 | $653,679 | $82,695 | $27,565iApproximate average salary by contribution assumption: employee only about $689,125 at 4% or $459,417 at 6%; with 50% employer match about $459,417 at 4% or $306,278 at 6%; with 100% employer match about $344,563 at 4% or $229,708 at 6%. |
| 2011 | 1 | 4 | $775,110 | $38,560 | $9,640iApproximate average salary by contribution assumption: employee only about $241,000 at 4% or $160,667 at 6%; with 50% employer match about $160,667 at 4% or $107,111 at 6%; with 100% employer match about $120,500 at 4% or $80,333 at 6%. |
| Davis & Whalen LLP 401K Plan | - | 4 | $775,110 | $38,560 | $9,640iApproximate average salary by contribution assumption: employee only about $241,000 at 4% or $160,667 at 6%; with 50% employer match about $160,667 at 4% or $107,111 at 6%; with 100% employer match about $120,500 at 4% or $80,333 at 6%. |
| 2010 | 1 | 5 | $1,104,541 | $86,275 | $17,255iApproximate average salary by contribution assumption: employee only about $431,375 at 4% or $287,583 at 6%; with 50% employer match about $287,583 at 4% or $191,722 at 6%; with 100% employer match about $215,688 at 4% or $143,792 at 6%. |
| Davis & Whalen LLP 401K Plan | - | 5 | $1,104,541 | $86,275 | $17,255iApproximate average salary by contribution assumption: employee only about $431,375 at 4% or $287,583 at 6%; with 50% employer match about $287,583 at 4% or $191,722 at 6%; with 100% employer match about $215,688 at 4% or $143,792 at 6%. |
| 2009 | 1 | 5 | $1,055,387 | $132,252 | $26,450iApproximate average salary by contribution assumption: employee only about $661,260 at 4% or $440,840 at 6%; with 50% employer match about $440,840 at 4% or $293,893 at 6%; with 100% employer match about $330,630 at 4% or $220,420 at 6%. |
| Davis & Whalen LLP 401K Plan | - | 5 | $1,055,387 | $132,252 | $26,450iApproximate average salary by contribution assumption: employee only about $661,260 at 4% or $440,840 at 6%; with 50% employer match about $440,840 at 4% or $293,893 at 6%; with 100% employer match about $330,630 at 4% or $220,420 at 6%. |
| 2008 | 1 | 6 | $750,054 | $146,118 | $24,353iApproximate average salary by contribution assumption: employee only about $608,825 at 4% or $405,883 at 6%; with 50% employer match about $405,883 at 4% or $270,589 at 6%; with 100% employer match about $304,413 at 4% or $202,942 at 6%. |
| Davis & Whalen LLP 401K Plan | - | 6 | $750,054 | $146,118 | $24,353iApproximate average salary by contribution assumption: employee only about $608,825 at 4% or $405,883 at 6%; with 50% employer match about $405,883 at 4% or $270,589 at 6%; with 100% employer match about $304,413 at 4% or $202,942 at 6%. |
| 2007 | 1 | 6 | $896,351 | $131,834 | $21,972iApproximate average salary by contribution assumption: employee only about $549,308 at 4% or $366,206 at 6%; with 50% employer match about $366,206 at 4% or $244,137 at 6%; with 100% employer match about $274,654 at 4% or $183,103 at 6%. |
| Davis & Whalen LLP 401K Plan | - | 6 | $896,351 | $131,834 | $21,972iApproximate average salary by contribution assumption: employee only about $549,308 at 4% or $366,206 at 6%; with 50% employer match about $366,206 at 4% or $244,137 at 6%; with 100% employer match about $274,654 at 4% or $183,103 at 6%. |
| 2006 | 1 | 5 | $714,899 | $185,192 | $37,038iApproximate average salary by contribution assumption: employee only about $925,960 at 4% or $617,307 at 6%; with 50% employer match about $617,307 at 4% or $411,538 at 6%; with 100% employer match about $462,980 at 4% or $308,653 at 6%. |
| Davis & Whalen LLP 401K Plan | - | 5 | $714,899 | $185,192 | $37,038iApproximate average salary by contribution assumption: employee only about $925,960 at 4% or $617,307 at 6%; with 50% employer match about $617,307 at 4% or $411,538 at 6%; with 100% employer match about $462,980 at 4% or $308,653 at 6%. |
| 2005 | 1 | 4 | $534,361 | $53,222 | $13,306iApproximate average salary by contribution assumption: employee only about $332,638 at 4% or $221,758 at 6%; with 50% employer match about $221,758 at 4% or $147,839 at 6%; with 100% employer match about $166,319 at 4% or $110,879 at 6%. |
| Davis & Whalen LLP 401K Plan | - | 4 | $534,361 | $53,222 | $13,306iApproximate average salary by contribution assumption: employee only about $332,638 at 4% or $221,758 at 6%; with 50% employer match about $221,758 at 4% or $147,839 at 6%; with 100% employer match about $166,319 at 4% or $110,879 at 6%. |
| 2004 | 1 | 6 | $547,150 | $124,980 | $20,830iApproximate average salary by contribution assumption: employee only about $520,750 at 4% or $347,167 at 6%; with 50% employer match about $347,167 at 4% or $231,444 at 6%; with 100% employer match about $260,375 at 4% or $173,583 at 6%. |
| Davis & Whalen LLP 401K Plan | - | 6 | $547,150 | $124,980 | $20,830iApproximate average salary by contribution assumption: employee only about $520,750 at 4% or $347,167 at 6%; with 50% employer match about $347,167 at 4% or $231,444 at 6%; with 100% employer match about $260,375 at 4% or $173,583 at 6%. |
| 2003 | 1 | 6 | $396,461 | $108,010 | $18,002iApproximate average salary by contribution assumption: employee only about $450,042 at 4% or $300,028 at 6%; with 50% employer match about $300,028 at 4% or $200,019 at 6%; with 100% employer match about $225,021 at 4% or $150,014 at 6%. |
| Davis & Whalen LLP 401K Plan | - | 6 | $396,461 | $108,010 | $18,002iApproximate average salary by contribution assumption: employee only about $450,042 at 4% or $300,028 at 6%; with 50% employer match about $300,028 at 4% or $200,019 at 6%; with 100% employer match about $225,021 at 4% or $150,014 at 6%. |
| 2002 | 1 | 6 | $247,863 | $137,143 | $22,857iApproximate average salary by contribution assumption: employee only about $571,429 at 4% or $380,953 at 6%; with 50% employer match about $380,953 at 4% or $253,969 at 6%; with 100% employer match about $285,715 at 4% or $190,476 at 6%. |
| Davis & Whalen LLP 401K Plan | - | 6 | $247,863 | $137,143 | $22,857iApproximate average salary by contribution assumption: employee only about $571,429 at 4% or $380,953 at 6%; with 50% employer match about $380,953 at 4% or $253,969 at 6%; with 100% employer match about $285,715 at 4% or $190,476 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| Davis & Whalen LLP 401K Plan | - | 6 | - | - | - |
| 1999 | 1 | 6 | $39,847 | $34,045 | $5,674iApproximate average salary by contribution assumption: employee only about $141,854 at 4% or $94,569 at 6%; with 50% employer match about $94,569 at 4% or $63,046 at 6%; with 100% employer match about $70,927 at 4% or $47,285 at 6%. |
| Davis & Whalen LLP 401K Plan | - | 6 | $39,847 | $34,045 | $5,674iApproximate average salary by contribution assumption: employee only about $141,854 at 4% or $94,569 at 6%; with 50% employer match about $94,569 at 4% or $63,046 at 6%; with 100% employer match about $70,927 at 4% or $47,285 at 6%. |