Civic Intelligence

Terry L. Jones CPA LLC

Plan context: Terry L. Jones, CPA LLC 401(K) Plan

EIN 06-1648068 • Falls Church, VA • 21 filings • 2 plans

6007 Lebanon DriveFalls Church, VA 22041
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,582,396

2024 Contributions

$52,019

Historical Graphs

Total Assets Over Time

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

$2,582,396$1,291,198$0200420142024YearValue
$2,582,396Latest year 2024

Participants Over Time

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

530200420142024YearValue
3Latest year 2024

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
202413$2,582,396$52,019$17,340iApproximate average salary by contribution assumption: employee only about $433,492 at 4% or $288,994 at 6%; with 50% employer match about $288,994 at 4% or $192,663 at 6%; with 100% employer match about $216,746 at 4% or $144,497 at 6%.
Terry L. Jones, CPA LLC 401(K) Plan-3$2,582,396$52,019$17,340iApproximate average salary by contribution assumption: employee only about $433,492 at 4% or $288,994 at 6%; with 50% employer match about $288,994 at 4% or $192,663 at 6%; with 100% employer match about $216,746 at 4% or $144,497 at 6%.
202313$2,258,076$48,354$16,118iApproximate average salary by contribution assumption: employee only about $402,950 at 4% or $268,633 at 6%; with 50% employer match about $268,633 at 4% or $179,089 at 6%; with 100% employer match about $201,475 at 4% or $134,317 at 6%.
Terry L. Jones, CPA LLC 401(K) Plan-3$2,258,076$48,354$16,118iApproximate average salary by contribution assumption: employee only about $402,950 at 4% or $268,633 at 6%; with 50% employer match about $268,633 at 4% or $179,089 at 6%; with 100% employer match about $201,475 at 4% or $134,317 at 6%.
202214$1,852,898$86,779$21,695iApproximate average salary by contribution assumption: employee only about $542,369 at 4% or $361,579 at 6%; with 50% employer match about $361,579 at 4% or $241,053 at 6%; with 100% employer match about $271,184 at 4% or $180,790 at 6%.
Terry L. Jones, CPA LLC 401(K) Plan-4$1,852,898$86,779$21,695iApproximate average salary by contribution assumption: employee only about $542,369 at 4% or $361,579 at 6%; with 50% employer match about $361,579 at 4% or $241,053 at 6%; with 100% employer match about $271,184 at 4% or $180,790 at 6%.
202114$2,151,861$41,046$10,262iApproximate average salary by contribution assumption: employee only about $256,538 at 4% or $171,025 at 6%; with 50% employer match about $171,025 at 4% or $114,017 at 6%; with 100% employer match about $128,269 at 4% or $85,513 at 6%.
Terry L. Jones, CPA LLC 401(K) Plan-4$2,151,861$41,046$10,262iApproximate average salary by contribution assumption: employee only about $256,538 at 4% or $171,025 at 6%; with 50% employer match about $171,025 at 4% or $114,017 at 6%; with 100% employer match about $128,269 at 4% or $85,513 at 6%.
202014$1,769,652$86,409$21,602iApproximate average salary by contribution assumption: employee only about $540,056 at 4% or $360,038 at 6%; with 50% employer match about $360,038 at 4% or $240,025 at 6%; with 100% employer match about $270,028 at 4% or $180,019 at 6%.
Terry L. Jones, CPA LLC 401(K) Plan-4$1,769,652$86,409$21,602iApproximate average salary by contribution assumption: employee only about $540,056 at 4% or $360,038 at 6%; with 50% employer match about $360,038 at 4% or $240,025 at 6%; with 100% employer match about $270,028 at 4% or $180,019 at 6%.
201914$1,555,743$89,444$22,361iApproximate average salary by contribution assumption: employee only about $559,025 at 4% or $372,683 at 6%; with 50% employer match about $372,683 at 4% or $248,456 at 6%; with 100% employer match about $279,513 at 4% or $186,342 at 6%.
Terry L. Jones, CPA LLC 401(K) Plan-4$1,555,743$89,444$22,361iApproximate average salary by contribution assumption: employee only about $559,025 at 4% or $372,683 at 6%; with 50% employer match about $372,683 at 4% or $248,456 at 6%; with 100% employer match about $279,513 at 4% or $186,342 at 6%.
201814$1,197,625$85,056$21,264iApproximate average salary by contribution assumption: employee only about $531,600 at 4% or $354,400 at 6%; with 50% employer match about $354,400 at 4% or $236,267 at 6%; with 100% employer match about $265,800 at 4% or $177,200 at 6%.
Terry L. Jones, CPA LLC 401(K) Plan-4$1,197,625$85,056$21,264iApproximate average salary by contribution assumption: employee only about $531,600 at 4% or $354,400 at 6%; with 50% employer match about $354,400 at 4% or $236,267 at 6%; with 100% employer match about $265,800 at 4% or $177,200 at 6%.
201715$1,433,667$130,717$26,143iApproximate average salary by contribution assumption: employee only about $653,585 at 4% or $435,723 at 6%; with 50% employer match about $435,723 at 4% or $290,482 at 6%; with 100% employer match about $326,793 at 4% or $217,862 at 6%.
Terry L. Jones, CPA LLC 401(K) Plan-5$1,433,667$130,717$26,143iApproximate average salary by contribution assumption: employee only about $653,585 at 4% or $435,723 at 6%; with 50% employer match about $435,723 at 4% or $290,482 at 6%; with 100% employer match about $326,793 at 4% or $217,862 at 6%.
201615$1,080,255$73,987$14,797iApproximate average salary by contribution assumption: employee only about $369,935 at 4% or $246,623 at 6%; with 50% employer match about $246,623 at 4% or $164,416 at 6%; with 100% employer match about $184,968 at 4% or $123,312 at 6%.
Terry L. Jones, CPA LLC 401(K) Plan-5$1,080,255$73,987$14,797iApproximate average salary by contribution assumption: employee only about $369,935 at 4% or $246,623 at 6%; with 50% employer match about $246,623 at 4% or $164,416 at 6%; with 100% employer match about $184,968 at 4% or $123,312 at 6%.
201514$920,477$68,359$17,090iApproximate average salary by contribution assumption: employee only about $427,244 at 4% or $284,829 at 6%; with 50% employer match about $284,829 at 4% or $189,886 at 6%; with 100% employer match about $213,622 at 4% or $142,415 at 6%.
Terry L. Jones, CPA LLC 401(K) Plan-4$920,477$68,359$17,090iApproximate average salary by contribution assumption: employee only about $427,244 at 4% or $284,829 at 6%; with 50% employer match about $284,829 at 4% or $189,886 at 6%; with 100% employer match about $213,622 at 4% or $142,415 at 6%.
201413$848,565$64,083$21,361iApproximate average salary by contribution assumption: employee only about $534,025 at 4% or $356,017 at 6%; with 50% employer match about $356,017 at 4% or $237,344 at 6%; with 100% employer match about $267,013 at 4% or $178,008 at 6%.
Terry L. Jones, CPA LLC 401(K) Plan-3$848,565$64,083$21,361iApproximate average salary by contribution assumption: employee only about $534,025 at 4% or $356,017 at 6%; with 50% employer match about $356,017 at 4% or $237,344 at 6%; with 100% employer match about $267,013 at 4% or $178,008 at 6%.
201313$738,268$86,040$28,680iApproximate average salary by contribution assumption: employee only about $717,000 at 4% or $478,000 at 6%; with 50% employer match about $478,000 at 4% or $318,667 at 6%; with 100% employer match about $358,500 at 4% or $239,000 at 6%.
Terry L. Jones, CPA LLC 401(K) Plan-3$738,268$86,040$28,680iApproximate average salary by contribution assumption: employee only about $717,000 at 4% or $478,000 at 6%; with 50% employer match about $478,000 at 4% or $318,667 at 6%; with 100% employer match about $358,500 at 4% or $239,000 at 6%.
201212$525,736$51,977$25,989iApproximate average salary by contribution assumption: employee only about $649,713 at 4% or $433,142 at 6%; with 50% employer match about $433,142 at 4% or $288,761 at 6%; with 100% employer match about $324,856 at 4% or $216,571 at 6%.
Terry L. Jones, CPA LLC 401(K) Plan-2$525,736$51,977$25,989iApproximate average salary by contribution assumption: employee only about $649,713 at 4% or $433,142 at 6%; with 50% employer match about $433,142 at 4% or $288,761 at 6%; with 100% employer match about $324,856 at 4% or $216,571 at 6%.
201112$405,718$59,910$29,955iApproximate average salary by contribution assumption: employee only about $748,875 at 4% or $499,250 at 6%; with 50% employer match about $499,250 at 4% or $332,833 at 6%; with 100% employer match about $374,438 at 4% or $249,625 at 6%.
Terry L. Jones, CPA LLC 401(K) Plan-2$405,718$59,910$29,955iApproximate average salary by contribution assumption: employee only about $748,875 at 4% or $499,250 at 6%; with 50% employer match about $499,250 at 4% or $332,833 at 6%; with 100% employer match about $374,438 at 4% or $249,625 at 6%.
201012$371,420$36,413$18,207iApproximate average salary by contribution assumption: employee only about $455,163 at 4% or $303,442 at 6%; with 50% employer match about $303,442 at 4% or $202,294 at 6%; with 100% employer match about $227,581 at 4% or $151,721 at 6%.
Terry L. Jones, CPA LLC 401(K) Plan-2$371,420$36,413$18,207iApproximate average salary by contribution assumption: employee only about $455,163 at 4% or $303,442 at 6%; with 50% employer match about $303,442 at 4% or $202,294 at 6%; with 100% employer match about $227,581 at 4% or $151,721 at 6%.
200912$291,049$54,653$27,327iApproximate average salary by contribution assumption: employee only about $683,163 at 4% or $455,442 at 6%; with 50% employer match about $455,442 at 4% or $303,628 at 6%; with 100% employer match about $341,581 at 4% or $227,721 at 6%.
Terry L. Jones, CPA LLC 401(K) Plan-2$291,049$54,653$27,327iApproximate average salary by contribution assumption: employee only about $683,163 at 4% or $455,442 at 6%; with 50% employer match about $455,442 at 4% or $303,628 at 6%; with 100% employer match about $341,581 at 4% or $227,721 at 6%.
200812$160,591$60,571$30,286iApproximate average salary by contribution assumption: employee only about $757,138 at 4% or $504,758 at 6%; with 50% employer match about $504,758 at 4% or $336,506 at 6%; with 100% employer match about $378,569 at 4% or $252,379 at 6%.
Terry L. Jones, CPA LLC 401(K) Plan-2$160,591$60,571$30,286iApproximate average salary by contribution assumption: employee only about $757,138 at 4% or $504,758 at 6%; with 50% employer match about $504,758 at 4% or $336,506 at 6%; with 100% employer match about $378,569 at 4% or $252,379 at 6%.
200713$256,061$77,310$25,770iApproximate average salary by contribution assumption: employee only about $644,250 at 4% or $429,500 at 6%; with 50% employer match about $429,500 at 4% or $286,333 at 6%; with 100% employer match about $322,125 at 4% or $214,750 at 6%.
Terry L. Jones, CPA LLC 401(K) Plan-3$256,061$77,310$25,770iApproximate average salary by contribution assumption: employee only about $644,250 at 4% or $429,500 at 6%; with 50% employer match about $429,500 at 4% or $286,333 at 6%; with 100% employer match about $322,125 at 4% or $214,750 at 6%.
200613$175,608$71,876$23,959iApproximate average salary by contribution assumption: employee only about $598,967 at 4% or $399,311 at 6%; with 50% employer match about $399,311 at 4% or $266,207 at 6%; with 100% employer match about $299,483 at 4% or $199,656 at 6%.
Terry L. Jones, CPA LLC 401(K) Plan-3$175,608$71,876$23,959iApproximate average salary by contribution assumption: employee only about $598,967 at 4% or $399,311 at 6%; with 50% employer match about $399,311 at 4% or $266,207 at 6%; with 100% employer match about $299,483 at 4% or $199,656 at 6%.
200512$81,812$34,792$17,396iApproximate average salary by contribution assumption: employee only about $434,900 at 4% or $289,933 at 6%; with 50% employer match about $289,933 at 4% or $193,289 at 6%; with 100% employer match about $217,450 at 4% or $144,967 at 6%.
Terry L. Jones, CPA LLC 401(K) Plan-2$81,812$34,792$17,396iApproximate average salary by contribution assumption: employee only about $434,900 at 4% or $289,933 at 6%; with 50% employer match about $289,933 at 4% or $193,289 at 6%; with 100% employer match about $217,450 at 4% or $144,967 at 6%.
200411$41,091$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Terry L. Jones, CPA LLC 401(K) Plan-1$41,091$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.