Jones Firm Ps
Plan context: Jones Firm, Ps Defined Benefit Pension Plan
EIN 03-0581644 • Bellevue, WA • 23 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$2,122,079
2024 Contributions
$113,993
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 4 | $2,122,079 | $113,993 | $28,498iApproximate average salary by contribution assumption: employee only about $712,456 at 4% or $474,971 at 6%; with 50% employer match about $474,971 at 4% or $316,647 at 6%; with 100% employer match about $356,228 at 4% or $237,485 at 6%. |
| Jones Firm, Ps Defined Benefit Pension Plan | - | 3 | $1,207,739 | $44,200 | $14,733iApproximate average salary by contribution assumption: employee only about $368,333 at 4% or $245,556 at 6%; with 50% employer match about $245,556 at 4% or $163,704 at 6%; with 100% employer match about $184,167 at 4% or $122,778 at 6%. |
| Jones Firm 401(K) Plan | - | 4 | $914,340 | $69,793 | $17,448iApproximate average salary by contribution assumption: employee only about $436,206 at 4% or $290,804 at 6%; with 50% employer match about $290,804 at 4% or $193,869 at 6%; with 100% employer match about $218,103 at 4% or $145,402 at 6%. |
| 2023 | 2 | 4 | $1,847,107 | $90,363 | $22,591iApproximate average salary by contribution assumption: employee only about $564,769 at 4% or $376,513 at 6%; with 50% employer match about $376,513 at 4% or $251,008 at 6%; with 100% employer match about $282,384 at 4% or $188,256 at 6%. |
| Jones Firm, Ps Defined Benefit Pension Plan | - | 3 | $1,104,405 | $22,212 | $7,404iApproximate average salary by contribution assumption: employee only about $185,100 at 4% or $123,400 at 6%; with 50% employer match about $123,400 at 4% or $82,267 at 6%; with 100% employer match about $92,550 at 4% or $61,700 at 6%. |
| Jones Firm 401(K) Plan | - | 4 | $742,702 | $68,151 | $17,038iApproximate average salary by contribution assumption: employee only about $425,944 at 4% or $283,963 at 6%; with 50% employer match about $283,963 at 4% or $189,308 at 6%; with 100% employer match about $212,972 at 4% or $141,981 at 6%. |
| 2022 | 2 | 4 | $1,625,349 | $264,953 | $66,238iApproximate average salary by contribution assumption: employee only about $1,655,956 at 4% or $1,103,971 at 6%; with 50% employer match about $1,103,971 at 4% or $735,981 at 6%; with 100% employer match about $827,978 at 4% or $551,985 at 6%. |
| Jones Firm, Ps Defined Benefit Pension Plan | - | 4 | $964,318 | $232,000 | $58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%. |
| Jones Firm 401(K) Plan | - | 4 | $661,031 | $32,953 | $8,238iApproximate average salary by contribution assumption: employee only about $205,956 at 4% or $137,304 at 6%; with 50% employer match about $137,304 at 4% or $91,536 at 6%; with 100% employer match about $102,978 at 4% or $68,652 at 6%. |
| 2021 | 2 | 3 | $1,682,373 | $62,744 | $20,915iApproximate average salary by contribution assumption: employee only about $522,867 at 4% or $348,578 at 6%; with 50% employer match about $348,578 at 4% or $232,385 at 6%; with 100% employer match about $261,433 at 4% or $174,289 at 6%. |
| Jones Firm, Ps Defined Benefit Pension Plan | - | 3 | $856,133 | $0 | - |
| Jones Firm 401(K) Plan | - | 3 | $826,240 | $62,744 | $20,915iApproximate average salary by contribution assumption: employee only about $522,867 at 4% or $348,578 at 6%; with 50% employer match about $348,578 at 4% or $232,385 at 6%; with 100% employer match about $261,433 at 4% or $174,289 at 6%. |
| 2020 | 2 | 3 | $1,532,824 | $65,820 | $21,940iApproximate average salary by contribution assumption: employee only about $548,500 at 4% or $365,667 at 6%; with 50% employer match about $365,667 at 4% or $243,778 at 6%; with 100% employer match about $274,250 at 4% or $182,833 at 6%. |
| Jones Firm, Ps Defined Benefit Pension Plan | - | 3 | $781,962 | $0 | - |
| Jones Firm 401(K) Plan | - | 3 | $750,862 | $65,820 | $21,940iApproximate average salary by contribution assumption: employee only about $548,500 at 4% or $365,667 at 6%; with 50% employer match about $365,667 at 4% or $243,778 at 6%; with 100% employer match about $274,250 at 4% or $182,833 at 6%. |
| 2019 | 2 | 4 | $1,259,066 | $136,794 | $34,199iApproximate average salary by contribution assumption: employee only about $854,963 at 4% or $569,975 at 6%; with 50% employer match about $569,975 at 4% or $379,983 at 6%; with 100% employer match about $427,481 at 4% or $284,988 at 6%. |
| Jones Firm, Ps Defined Benefit Pension Plan | - | 3 | $686,869 | $69,000 | $23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%. |
| Jones Firm 401(K) Plan | - | 4 | $572,197 | $67,794 | $16,949iApproximate average salary by contribution assumption: employee only about $423,713 at 4% or $282,475 at 6%; with 50% employer match about $282,475 at 4% or $188,317 at 6%; with 100% employer match about $211,856 at 4% or $141,238 at 6%. |
| 2018 | 2 | 4 | $989,742 | $418,307 | $104,577iApproximate average salary by contribution assumption: employee only about $2,614,419 at 4% or $1,742,946 at 6%; with 50% employer match about $1,742,946 at 4% or $1,161,964 at 6%; with 100% employer match about $1,307,209 at 4% or $871,473 at 6%. |
| Jones Firm, Ps Defined Benefit Pension Plan | - | 3 | $570,856 | $376,091 | $125,364iApproximate average salary by contribution assumption: employee only about $3,134,092 at 4% or $2,089,394 at 6%; with 50% employer match about $2,089,394 at 4% or $1,392,930 at 6%; with 100% employer match about $1,567,046 at 4% or $1,044,697 at 6%. |
| Jones Firm 401(K) Plan | - | 4 | $418,886 | $42,216 | $10,554iApproximate average salary by contribution assumption: employee only about $263,850 at 4% or $175,900 at 6%; with 50% employer match about $175,900 at 4% or $117,267 at 6%; with 100% employer match about $131,925 at 4% or $87,950 at 6%. |
| 2017 | 2 | 5 | $620,048 | $139,596 | $27,919iApproximate average salary by contribution assumption: employee only about $697,980 at 4% or $465,320 at 6%; with 50% employer match about $465,320 at 4% or $310,213 at 6%; with 100% employer match about $348,990 at 4% or $232,660 at 6%. |
| Jones Firm 401(K) Plan | - | 5 | $414,598 | $39,596 | $7,919iApproximate average salary by contribution assumption: employee only about $197,980 at 4% or $131,987 at 6%; with 50% employer match about $131,987 at 4% or $87,991 at 6%; with 100% employer match about $98,990 at 4% or $65,993 at 6%. |
| Jones Firm, Ps Defined Benefit Pension Plan | - | 3 | $205,450 | $100,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| 2016 | 2 | 5 | $413,248 | $142,440 | $28,488iApproximate average salary by contribution assumption: employee only about $712,200 at 4% or $474,800 at 6%; with 50% employer match about $474,800 at 4% or $316,533 at 6%; with 100% employer match about $356,100 at 4% or $237,400 at 6%. |
| Jones Firm 401(K) Plan | - | 5 | $313,248 | $42,440 | $8,488iApproximate average salary by contribution assumption: employee only about $212,200 at 4% or $141,467 at 6%; with 50% employer match about $141,467 at 4% or $94,311 at 6%; with 100% employer match about $106,100 at 4% or $70,733 at 6%. |
| Jones Firm, Ps Defined Benefit Pension Plan | - | 3 | $100,000 | $100,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| 2015 | 1 | 5 | $258,211 | $57,800 | $11,560iApproximate average salary by contribution assumption: employee only about $289,000 at 4% or $192,667 at 6%; with 50% employer match about $192,667 at 4% or $128,444 at 6%; with 100% employer match about $144,500 at 4% or $96,333 at 6%. |
| Jones Firm 401(K) Plan | - | 5 | $258,211 | $57,800 | $11,560iApproximate average salary by contribution assumption: employee only about $289,000 at 4% or $192,667 at 6%; with 50% employer match about $192,667 at 4% or $128,444 at 6%; with 100% employer match about $144,500 at 4% or $96,333 at 6%. |
| 2014 | 1 | 5 | $220,430 | $56,945 | $11,389iApproximate average salary by contribution assumption: employee only about $284,725 at 4% or $189,817 at 6%; with 50% employer match about $189,817 at 4% or $126,544 at 6%; with 100% employer match about $142,363 at 4% or $94,908 at 6%. |
| Jones Firm 401(K) Plan | - | 5 | $220,430 | $56,945 | $11,389iApproximate average salary by contribution assumption: employee only about $284,725 at 4% or $189,817 at 6%; with 50% employer match about $189,817 at 4% or $126,544 at 6%; with 100% employer match about $142,363 at 4% or $94,908 at 6%. |
| 2013 | 1 | 5 | $152,715 | $55,964 | $11,193iApproximate average salary by contribution assumption: employee only about $279,820 at 4% or $186,547 at 6%; with 50% employer match about $186,547 at 4% or $124,364 at 6%; with 100% employer match about $139,910 at 4% or $93,273 at 6%. |
| Jones Firm 401(K) Plan | - | 5 | $152,715 | $55,964 | $11,193iApproximate average salary by contribution assumption: employee only about $279,820 at 4% or $186,547 at 6%; with 50% employer match about $186,547 at 4% or $124,364 at 6%; with 100% employer match about $139,910 at 4% or $93,273 at 6%. |
| 2012 | 1 | 5 | $78,082 | $54,415 | $10,883iApproximate average salary by contribution assumption: employee only about $272,075 at 4% or $181,383 at 6%; with 50% employer match about $181,383 at 4% or $120,922 at 6%; with 100% employer match about $136,038 at 4% or $90,692 at 6%. |
| Jones Firm 401(K) Plan | - | 5 | $78,082 | $54,415 | $10,883iApproximate average salary by contribution assumption: employee only about $272,075 at 4% or $181,383 at 6%; with 50% employer match about $181,383 at 4% or $120,922 at 6%; with 100% employer match about $136,038 at 4% or $90,692 at 6%. |
| 2011 | 1 | 5 | $19,479 | $19,736 | $3,947iApproximate average salary by contribution assumption: employee only about $98,680 at 4% or $65,787 at 6%; with 50% employer match about $65,787 at 4% or $43,858 at 6%; with 100% employer match about $49,340 at 4% or $32,893 at 6%. |
| Jones Firm 401(K) Plan | - | 5 | $19,479 | $19,736 | $3,947iApproximate average salary by contribution assumption: employee only about $98,680 at 4% or $65,787 at 6%; with 50% employer match about $65,787 at 4% or $43,858 at 6%; with 100% employer match about $49,340 at 4% or $32,893 at 6%. |