Jackson, Jackson & Wagner Inc.
Plan context: Jackson, Jackson & Wagner Inc. Retirement Trust
EIN 02-0275294 • 5 filings • 2 plans
Current Snapshot
Latest Year
2003
2003 Participants
14
2003 Assets
$583,676
2003 Contributions
$34,122
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $0 | - |
| Jackson, Jackson & Wagner Inc. Retirement Trust | - | 0 | - | - | - |
| 2002 | 1 | 14 | $583,676 | $34,122 | $2,437iApproximate average salary by contribution assumption: employee only about $60,932 at 4% or $40,621 at 6%; with 50% employer match about $40,621 at 4% or $27,081 at 6%; with 100% employer match about $30,466 at 4% or $20,311 at 6%. |
| Jackson, Jackson & Wagner Inc. Retirement Trust | - | 14 | $583,676 | $34,122 | $2,437iApproximate average salary by contribution assumption: employee only about $60,932 at 4% or $40,621 at 6%; with 50% employer match about $40,621 at 4% or $27,081 at 6%; with 100% employer match about $30,466 at 4% or $20,311 at 6%. |
| 2001 | 1 | 16 | $1,155,710 | $72,331 | $4,521iApproximate average salary by contribution assumption: employee only about $113,017 at 4% or $75,345 at 6%; with 50% employer match about $75,345 at 4% or $50,230 at 6%; with 100% employer match about $56,509 at 4% or $37,672 at 6%. |
| Jackson, Jackson & Wagner Inc. Retirement Trust | - | 16 | $1,155,710 | $72,331 | $4,521iApproximate average salary by contribution assumption: employee only about $113,017 at 4% or $75,345 at 6%; with 50% employer match about $75,345 at 4% or $50,230 at 6%; with 100% employer match about $56,509 at 4% or $37,672 at 6%. |
| 1999 | 2 | 12 | $1,925,388 | $63,328 | $5,277iApproximate average salary by contribution assumption: employee only about $131,933 at 4% or $87,956 at 6%; with 50% employer match about $87,956 at 4% or $58,637 at 6%; with 100% employer match about $65,967 at 4% or $43,978 at 6%. |
| Jackson, Jackson & Wagner Inc. Retirement Trust | - | 12 | $1,795,478 | $63,328 | $5,277iApproximate average salary by contribution assumption: employee only about $131,933 at 4% or $87,956 at 6%; with 50% employer match about $87,956 at 4% or $58,637 at 6%; with 100% employer match about $65,967 at 4% or $43,978 at 6%. |
| Jackson, Jackson & Wagner Inc. Pension Plan | - | 9 | $129,910 | - | - |