Civic Intelligence

Stephen L Jones, P C

Plan context: Stephen L. Jones PC. 401K Profit Sharing Plan

EIN 04-3296494 • Norwell, MA • 13 filings • 4 plans

80 Washington StNorwell, MA 02061
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$826,028

2015 Contributions

$42,000

Historical Graphs

Total Assets Over Time

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

$826,028$413,014$0199920092015YearValue
$826,028Latest year 2015

Participants Over Time

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

630199920062015YearValue
4Latest year 2015

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
201514$826,028$42,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
Stephen L. Jones PC. 401K Profit Sharing Plan-4$826,028$42,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
201414$801,101$69,322$17,331iApproximate average salary by contribution assumption: employee only about $433,263 at 4% or $288,842 at 6%; with 50% employer match about $288,842 at 4% or $192,561 at 6%; with 100% employer match about $216,631 at 4% or $144,421 at 6%.
Stephen L. Jones PC. 401K Profit Sharing Plan-4$801,101$69,322$17,331iApproximate average salary by contribution assumption: employee only about $433,263 at 4% or $288,842 at 6%; with 50% employer match about $288,842 at 4% or $192,561 at 6%; with 100% employer match about $216,631 at 4% or $144,421 at 6%.
201313$724,083$40,738$13,579iApproximate average salary by contribution assumption: employee only about $339,483 at 4% or $226,322 at 6%; with 50% employer match about $226,322 at 4% or $150,881 at 6%; with 100% employer match about $169,742 at 4% or $113,161 at 6%.
Stephen L. Jones PC. 401K Profit Sharing Plan-3$724,083$40,738$13,579iApproximate average salary by contribution assumption: employee only about $339,483 at 4% or $226,322 at 6%; with 50% employer match about $226,322 at 4% or $150,881 at 6%; with 100% employer match about $169,742 at 4% or $113,161 at 6%.
201014$377,378$56,327$14,082iApproximate average salary by contribution assumption: employee only about $352,044 at 4% or $234,696 at 6%; with 50% employer match about $234,696 at 4% or $156,464 at 6%; with 100% employer match about $176,022 at 4% or $117,348 at 6%.
Stephen L. Jones PC. 401K Profit Sharing Plan-4$377,378$56,327$14,082iApproximate average salary by contribution assumption: employee only about $352,044 at 4% or $234,696 at 6%; with 50% employer match about $234,696 at 4% or $156,464 at 6%; with 100% employer match about $176,022 at 4% or $117,348 at 6%.
200915$370,785$100,849$20,170iApproximate average salary by contribution assumption: employee only about $504,245 at 4% or $336,163 at 6%; with 50% employer match about $336,163 at 4% or $224,109 at 6%; with 100% employer match about $252,123 at 4% or $168,082 at 6%.
Stephen L. Jones PC. 401K Profit Sharing Plan-5$370,785$100,849$20,170iApproximate average salary by contribution assumption: employee only about $504,245 at 4% or $336,163 at 6%; with 50% employer match about $336,163 at 4% or $224,109 at 6%; with 100% employer match about $252,123 at 4% or $168,082 at 6%.
200716$0$0-
Stephen L. Jones PC. 401K Profit Sharing Plan-6---
200615$211,196$88,025$17,605iApproximate average salary by contribution assumption: employee only about $440,125 at 4% or $293,417 at 6%; with 50% employer match about $293,417 at 4% or $195,611 at 6%; with 100% employer match about $220,063 at 4% or $146,708 at 6%.
Stephen L. Jones PC. 401K Profit Sharing Plan-5$211,196$88,025$17,605iApproximate average salary by contribution assumption: employee only about $440,125 at 4% or $293,417 at 6%; with 50% employer match about $293,417 at 4% or $195,611 at 6%; with 100% employer match about $220,063 at 4% or $146,708 at 6%.
200515$118,729$67,364$13,473iApproximate average salary by contribution assumption: employee only about $336,820 at 4% or $224,547 at 6%; with 50% employer match about $224,547 at 4% or $149,698 at 6%; with 100% employer match about $168,410 at 4% or $112,273 at 6%.
Stephen L. Jones PC. 401K Profit Sharing Plan-5$118,729$67,364$13,473iApproximate average salary by contribution assumption: employee only about $336,820 at 4% or $224,547 at 6%; with 50% employer match about $224,547 at 4% or $149,698 at 6%; with 100% employer match about $168,410 at 4% or $112,273 at 6%.
200415$50,860$50,860$10,172iApproximate average salary by contribution assumption: employee only about $254,300 at 4% or $169,533 at 6%; with 50% employer match about $169,533 at 4% or $113,022 at 6%; with 100% employer match about $127,150 at 4% or $84,767 at 6%.
Stephen L. Jones PC. 401K Profit Sharing Plan-5$50,860$50,860$10,172iApproximate average salary by contribution assumption: employee only about $254,300 at 4% or $169,533 at 6%; with 50% employer match about $169,533 at 4% or $113,022 at 6%; with 100% employer match about $127,150 at 4% or $84,767 at 6%.
200212$0$0-
Stephen L Jones PC Profit Sharing Plan-2---
200112$0$0-
Stephen L Jones PC Profit Sharing Plan-2---
200012$166,848$21,250$10,625iApproximate average salary by contribution assumption: employee only about $265,625 at 4% or $177,083 at 6%; with 50% employer match about $177,083 at 4% or $118,056 at 6%; with 100% employer match about $132,813 at 4% or $88,542 at 6%.
Stephen L Jones PC Profit Sharing Plan-2$166,848$21,250$10,625iApproximate average salary by contribution assumption: employee only about $265,625 at 4% or $177,083 at 6%; with 50% employer match about $177,083 at 4% or $118,056 at 6%; with 100% employer match about $132,813 at 4% or $88,542 at 6%.
199911$207,476$23,500$23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%.
Stephen L Jones PC Profit Sharing Plan-1$207,476$23,500$23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%.