Civic Intelligence

Theo. H. Davies & Co. Ltd.

Plan context: Theodavies Employees Retirement Plan

EIN 99-0158673 • 35 filings • 8 plans

Current Snapshot

Latest Year

2006

2006 Participants

1

2006 Assets

$28,736,635

2006 Contributions

$530,000

Historical Graphs

Total Assets Over Time

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

$31,007,691$15,503,846$0199920022005YearValue
$28,736,635Latest year 2005

Participants Over Time

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

1,1975990199920022004YearValue
1Latest year 2004

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
200610$0$530,000-
Theodavies Employees Retirement Plan-0-$530,000-
200510$28,736,635$5,000,000-
Theodavies Employees Retirement Plan-0$28,736,635$5,000,000-
200431$24,418,511$900,782$900,782iApproximate average salary by contribution assumption: employee only about $22,519,550 at 4% or $15,013,033 at 6%; with 50% employer match about $15,013,033 at 4% or $10,008,689 at 6%; with 100% employer match about $11,259,775 at 4% or $7,506,517 at 6%.
Theodavies Employees Retirement Plan-1$24,418,511$900,782$900,782iApproximate average salary by contribution assumption: employee only about $22,519,550 at 4% or $15,013,033 at 6%; with 50% employer match about $15,013,033 at 4% or $10,008,689 at 6%; with 100% employer match about $11,259,775 at 4% or $7,506,517 at 6%.
Theo Davies Employees Severance Plan-0---
Kaiser Foundation Health Plan-0---
200361,048$22,635,797$0-
Theodavies Employees Retirement Plan-1,048$22,635,797--
Hmsa Dental Plan for Employees of Theo Davies-804---
Theo Davies Employees Severance Plan-133---
Kaiser Foundation Health Plan-112---
Hmsa Medical Plan for Employees of Theo Davies-861---
Group Life Insurance, Voluntary Accidental Death & Dismemberment and Ltd-582---
200261,031$19,441,551$0-
Theodavies Employees Retirement Plan-1,031$19,441,551--
Group Life Insurance, Voluntary Accidental Death & Dismemberment and Ltd-580---
Kaiser Foundation Health Plan-112---
Hmsa Dental Plan for Employees of Theo Davies-750---
Theo Davies Employees Severance Plan-134---
Hmsa Medical Plan for Employees of Theo Davies-808---
200161,007$24,845,926$0-
Theodavies Employees Retirement Plan-1,007$24,845,926--
Theo Davies Employees Severance Plan-200---
Group Life Insurance, Voluntary Accidental Death & Dismemberment and Ltd-569---
Hmsa Medical Plan for Employees of Theo Davies-810---
Kaiser Foundation Health Plan-102---
Hmsa Dental Plan for Employees of Theo Davies-709---
200061,003$29,067,208$0-
Theodavies Employees Retirement Plan-1,003$29,067,208--
Hmsa Dental Plan for Employees of Theo Davies-720---
Hmsa Medical Plan for Employees of Theo Davies-811---
Kaiser Foundation Health Plan-103---
Theo Davies Employees Severance Plan-184---
Group Life Insurance, Voluntary Accidental Death & Dismemberment and Ltd-611---
199961,197$31,007,691$0-
Theodavies Employees Retirement Plan-1,197$31,007,691--
Theo Davies Employees Severance Plan-170---
Hmsa Dental Plan for Employees of Theo Davies-697---
Hmsa Medical Plan for Employees of Theo Davies-790---
Kaiser Foundation Health Plan-107---
Group Life Insurance, Voluntary Accidental Death & Dismemberment and Ltd-633---