Jacobs, Morrissette, Marchand & Associates PC.
Plan context: Jmm & Associates PC 401(K) Plan
EIN 03-0280081 • Colchester, VT • 11 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
16
2023 Assets
$2,550,521
2023 Contributions
$275,198
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 16 | $2,550,521 | $275,198 | $17,200iApproximate average salary by contribution assumption: employee only about $429,997 at 4% or $286,665 at 6%; with 50% employer match about $286,665 at 4% or $191,110 at 6%; with 100% employer match about $214,998 at 4% or $143,332 at 6%. |
| Jmm & Associates PC 401(K) Plan | - | 16 | $2,550,521 | $275,198 | $17,200iApproximate average salary by contribution assumption: employee only about $429,997 at 4% or $286,665 at 6%; with 50% employer match about $286,665 at 4% or $191,110 at 6%; with 100% employer match about $214,998 at 4% or $143,332 at 6%. |
| 2022 | 1 | 15 | $1,805,079 | $269,018 | $17,935iApproximate average salary by contribution assumption: employee only about $448,363 at 4% or $298,909 at 6%; with 50% employer match about $298,909 at 4% or $199,273 at 6%; with 100% employer match about $224,182 at 4% or $149,454 at 6%. |
| Jmm & Associates PC 401(K) Plan | - | 15 | $1,805,079 | $269,018 | $17,935iApproximate average salary by contribution assumption: employee only about $448,363 at 4% or $298,909 at 6%; with 50% employer match about $298,909 at 4% or $199,273 at 6%; with 100% employer match about $224,182 at 4% or $149,454 at 6%. |
| 2021 | 1 | 15 | $1,446,946 | $250,065 | $16,671iApproximate average salary by contribution assumption: employee only about $416,775 at 4% or $277,850 at 6%; with 50% employer match about $277,850 at 4% or $185,233 at 6%; with 100% employer match about $208,388 at 4% or $138,925 at 6%. |
| Jmm & Associates PC 401(K) Plan | - | 15 | $1,446,946 | $250,065 | $16,671iApproximate average salary by contribution assumption: employee only about $416,775 at 4% or $277,850 at 6%; with 50% employer match about $277,850 at 4% or $185,233 at 6%; with 100% employer match about $208,388 at 4% or $138,925 at 6%. |
| 2020 | 1 | 15 | $1,395,967 | $231,785 | $15,452iApproximate average salary by contribution assumption: employee only about $386,308 at 4% or $257,539 at 6%; with 50% employer match about $257,539 at 4% or $171,693 at 6%; with 100% employer match about $193,154 at 4% or $128,769 at 6%. |
| Jmm & Associates PC 401(K) Plan | - | 15 | $1,395,967 | $231,785 | $15,452iApproximate average salary by contribution assumption: employee only about $386,308 at 4% or $257,539 at 6%; with 50% employer match about $257,539 at 4% or $171,693 at 6%; with 100% employer match about $193,154 at 4% or $128,769 at 6%. |
| 2019 | 1 | 13 | $987,044 | $206,956 | $15,920iApproximate average salary by contribution assumption: employee only about $397,992 at 4% or $265,328 at 6%; with 50% employer match about $265,328 at 4% or $176,885 at 6%; with 100% employer match about $198,996 at 4% or $132,664 at 6%. |
| Jmm & Associates PC 401(K) Plan | - | 13 | $987,044 | $206,956 | $15,920iApproximate average salary by contribution assumption: employee only about $397,992 at 4% or $265,328 at 6%; with 50% employer match about $265,328 at 4% or $176,885 at 6%; with 100% employer match about $198,996 at 4% or $132,664 at 6%. |
| 2018 | 1 | 16 | $739,561 | $154,010 | $9,626iApproximate average salary by contribution assumption: employee only about $240,641 at 4% or $160,427 at 6%; with 50% employer match about $160,427 at 4% or $106,951 at 6%; with 100% employer match about $120,320 at 4% or $80,214 at 6%. |
| Jmm & Associates PC 401(K) Plan | - | 16 | $739,561 | $154,010 | $9,626iApproximate average salary by contribution assumption: employee only about $240,641 at 4% or $160,427 at 6%; with 50% employer match about $160,427 at 4% or $106,951 at 6%; with 100% employer match about $120,320 at 4% or $80,214 at 6%. |
| 2017 | 1 | 14 | $541,939 | $153,778 | $10,984iApproximate average salary by contribution assumption: employee only about $274,604 at 4% or $183,069 at 6%; with 50% employer match about $183,069 at 4% or $122,046 at 6%; with 100% employer match about $137,302 at 4% or $91,535 at 6%. |
| Jmm & Associates PC 401(K) Plan | - | 14 | $541,939 | $153,778 | $10,984iApproximate average salary by contribution assumption: employee only about $274,604 at 4% or $183,069 at 6%; with 50% employer match about $183,069 at 4% or $122,046 at 6%; with 100% employer match about $137,302 at 4% or $91,535 at 6%. |
| 2016 | 1 | 14 | $358,139 | $188,125 | $13,438iApproximate average salary by contribution assumption: employee only about $335,938 at 4% or $223,958 at 6%; with 50% employer match about $223,958 at 4% or $149,306 at 6%; with 100% employer match about $167,969 at 4% or $111,979 at 6%. |
| Jmm & Associates PC 401(K) Plan | - | 14 | $358,139 | $188,125 | $13,438iApproximate average salary by contribution assumption: employee only about $335,938 at 4% or $223,958 at 6%; with 50% employer match about $223,958 at 4% or $149,306 at 6%; with 100% employer match about $167,969 at 4% or $111,979 at 6%. |
| 2000 | 1 | 0 | $0 | $0 | - |
| Jacobs, Morrissette Marchand & Assoc. PC 401K Employees Savings Plan | - | 0 | - | - | - |
| 1999 | 2 | 12 | $249,487 | $0 | - |
| Jacobs, Morrissette Marchand & Assoc. PC 401K Employees Savings Plan | - | 12 | $249,487 | - | - |
| Jacobs, Morrissette, Marchand & Assoc PC. Target C. Target Benefit Plan | - | 0 | - | - | - |