Civic Intelligence

David M. Jones & Associates Inc.

Plan context: David M. Jones & Associates Inc. 401(K) Plan

EIN 06-1661752 • Naples, FL • 30 filings • 3 plans

5465 Jaeger Rd Ste 12Naples, FL 34112
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,010,749

2024 Contributions

$51,487

Historical Graphs

Total Assets Over Time

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

$2,442,417$1,221,209$0200320142024YearValue
$2,010,749Latest year 2024

Participants Over Time

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

420200320142024YearValue
4Latest 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
202414$2,010,749$51,487$12,872iApproximate average salary by contribution assumption: employee only about $321,794 at 4% or $214,529 at 6%; with 50% employer match about $214,529 at 4% or $143,019 at 6%; with 100% employer match about $160,897 at 4% or $107,265 at 6%.
David M. Jones & Associates Inc. 401(K) Plan-4$2,010,749$51,487$12,872iApproximate average salary by contribution assumption: employee only about $321,794 at 4% or $214,529 at 6%; with 50% employer match about $214,529 at 4% or $143,019 at 6%; with 100% employer match about $160,897 at 4% or $107,265 at 6%.
202314$1,533,427$82,841$20,710iApproximate average salary by contribution assumption: employee only about $517,756 at 4% or $345,171 at 6%; with 50% employer match about $345,171 at 4% or $230,114 at 6%; with 100% employer match about $258,878 at 4% or $172,585 at 6%.
David M. Jones & Associates Inc. 401(K) Plan-4$1,533,427$82,841$20,710iApproximate average salary by contribution assumption: employee only about $517,756 at 4% or $345,171 at 6%; with 50% employer match about $345,171 at 4% or $230,114 at 6%; with 100% employer match about $258,878 at 4% or $172,585 at 6%.
202214$1,222,266$100,077$25,019iApproximate average salary by contribution assumption: employee only about $625,481 at 4% or $416,988 at 6%; with 50% employer match about $416,988 at 4% or $277,992 at 6%; with 100% employer match about $312,741 at 4% or $208,494 at 6%.
David M. Jones & Associates Inc. 401(K) Plan-4$1,222,266$100,077$25,019iApproximate average salary by contribution assumption: employee only about $625,481 at 4% or $416,988 at 6%; with 50% employer match about $416,988 at 4% or $277,992 at 6%; with 100% employer match about $312,741 at 4% or $208,494 at 6%.
202114$1,183,217$85,881$21,470iApproximate average salary by contribution assumption: employee only about $536,756 at 4% or $357,838 at 6%; with 50% employer match about $357,838 at 4% or $238,558 at 6%; with 100% employer match about $268,378 at 4% or $178,919 at 6%.
David M. Jones & Associates Inc. 401(K) Plan-4$1,183,217$85,881$21,470iApproximate average salary by contribution assumption: employee only about $536,756 at 4% or $357,838 at 6%; with 50% employer match about $357,838 at 4% or $238,558 at 6%; with 100% employer match about $268,378 at 4% or $178,919 at 6%.
202014$991,949$81,574$20,394iApproximate average salary by contribution assumption: employee only about $509,838 at 4% or $339,892 at 6%; with 50% employer match about $339,892 at 4% or $226,594 at 6%; with 100% employer match about $254,919 at 4% or $169,946 at 6%.
David M. Jones & Associates Inc. 401(K) Plan-4$991,949$81,574$20,394iApproximate average salary by contribution assumption: employee only about $509,838 at 4% or $339,892 at 6%; with 50% employer match about $339,892 at 4% or $226,594 at 6%; with 100% employer match about $254,919 at 4% or $169,946 at 6%.
201914$1,555,211$111,578$27,895iApproximate average salary by contribution assumption: employee only about $697,363 at 4% or $464,908 at 6%; with 50% employer match about $464,908 at 4% or $309,939 at 6%; with 100% employer match about $348,681 at 4% or $232,454 at 6%.
David M. Jones & Associates Inc. 401(K) Plan-4$1,555,211$111,578$27,895iApproximate average salary by contribution assumption: employee only about $697,363 at 4% or $464,908 at 6%; with 50% employer match about $464,908 at 4% or $309,939 at 6%; with 100% employer match about $348,681 at 4% or $232,454 at 6%.
201814$1,242,876$88,661$22,165iApproximate average salary by contribution assumption: employee only about $554,131 at 4% or $369,421 at 6%; with 50% employer match about $369,421 at 4% or $246,281 at 6%; with 100% employer match about $277,066 at 4% or $184,710 at 6%.
David M. Jones & Associates Inc. 401(K) Plan-4$1,242,876$88,661$22,165iApproximate average salary by contribution assumption: employee only about $554,131 at 4% or $369,421 at 6%; with 50% employer match about $369,421 at 4% or $246,281 at 6%; with 100% employer match about $277,066 at 4% or $184,710 at 6%.
201714$1,298,929$109,662$27,416iApproximate average salary by contribution assumption: employee only about $685,388 at 4% or $456,925 at 6%; with 50% employer match about $456,925 at 4% or $304,617 at 6%; with 100% employer match about $342,694 at 4% or $228,463 at 6%.
David M. Jones & Associates Inc. 401(K) Plan-4$1,298,929$109,662$27,416iApproximate average salary by contribution assumption: employee only about $685,388 at 4% or $456,925 at 6%; with 50% employer match about $456,925 at 4% or $304,617 at 6%; with 100% employer match about $342,694 at 4% or $228,463 at 6%.
201614$989,994$116,770$29,193iApproximate average salary by contribution assumption: employee only about $729,813 at 4% or $486,542 at 6%; with 50% employer match about $486,542 at 4% or $324,361 at 6%; with 100% employer match about $364,906 at 4% or $243,271 at 6%.
David M. Jones & Associates Inc. 401(K) Plan-4$989,994$116,770$29,193iApproximate average salary by contribution assumption: employee only about $729,813 at 4% or $486,542 at 6%; with 50% employer match about $486,542 at 4% or $324,361 at 6%; with 100% employer match about $364,906 at 4% or $243,271 at 6%.
201514$857,597$115,187$28,797iApproximate average salary by contribution assumption: employee only about $719,919 at 4% or $479,946 at 6%; with 50% employer match about $479,946 at 4% or $319,964 at 6%; with 100% employer match about $359,959 at 4% or $239,973 at 6%.
David M. Jones & Associates Inc. 401(K) Plan-4$857,597$115,187$28,797iApproximate average salary by contribution assumption: employee only about $719,919 at 4% or $479,946 at 6%; with 50% employer match about $479,946 at 4% or $319,964 at 6%; with 100% employer match about $359,959 at 4% or $239,973 at 6%.
201424$712,435$69,435$17,359iApproximate average salary by contribution assumption: employee only about $433,969 at 4% or $289,313 at 6%; with 50% employer match about $289,313 at 4% or $192,875 at 6%; with 100% employer match about $216,984 at 4% or $144,656 at 6%.
David M. Jones & Associates Inc. 401(K) Plan-4$712,435$69,435$17,359iApproximate average salary by contribution assumption: employee only about $433,969 at 4% or $289,313 at 6%; with 50% employer match about $289,313 at 4% or $192,875 at 6%; with 100% employer match about $216,984 at 4% or $144,656 at 6%.
David M. Jones & Associates Inc. Defined Benefit Pension Plan-0$0$0-
201324$2,442,417$69,647$17,412iApproximate average salary by contribution assumption: employee only about $435,294 at 4% or $290,196 at 6%; with 50% employer match about $290,196 at 4% or $193,464 at 6%; with 100% employer match about $217,647 at 4% or $145,098 at 6%.
David M. Jones & Associates Inc. Defined Benefit Pension Plan-4$1,842,867$0-
David M. Jones & Associates Inc. 401(K) Plan-4$599,550$69,647$17,412iApproximate average salary by contribution assumption: employee only about $435,294 at 4% or $290,196 at 6%; with 50% employer match about $290,196 at 4% or $193,464 at 6%; with 100% employer match about $217,647 at 4% or $145,098 at 6%.
201224$1,969,327$67,250$16,813iApproximate average salary by contribution assumption: employee only about $420,313 at 4% or $280,208 at 6%; with 50% employer match about $280,208 at 4% or $186,806 at 6%; with 100% employer match about $210,156 at 4% or $140,104 at 6%.
David M. Jones & Associates Inc. Defined Benefit Pension Plan-4$1,558,167$0-
David M. Jones & Associates Inc. 401(K) Plan-4$411,160$67,250$16,813iApproximate average salary by contribution assumption: employee only about $420,313 at 4% or $280,208 at 6%; with 50% employer match about $280,208 at 4% or $186,806 at 6%; with 100% employer match about $210,156 at 4% or $140,104 at 6%.
201124$1,799,054$61,201$15,300iApproximate average salary by contribution assumption: employee only about $382,506 at 4% or $255,004 at 6%; with 50% employer match about $255,004 at 4% or $170,003 at 6%; with 100% employer match about $191,253 at 4% or $127,502 at 6%.
David M. Jones & Associates Inc. Defined Benefit Pension Plan-4$1,455,201$0-
David M. Jones & Associates Inc. 401(K) Plan-4$343,853$61,201$15,300iApproximate average salary by contribution assumption: employee only about $382,506 at 4% or $255,004 at 6%; with 50% employer match about $255,004 at 4% or $170,003 at 6%; with 100% employer match about $191,253 at 4% or $127,502 at 6%.
201024$1,722,986$80,964$20,241iApproximate average salary by contribution assumption: employee only about $506,025 at 4% or $337,350 at 6%; with 50% employer match about $337,350 at 4% or $224,900 at 6%; with 100% employer match about $253,013 at 4% or $168,675 at 6%.
David M. Jones & Associates Inc. Defined Benefit Pension Plan-4$1,420,180$0-
David M. Jones & Associates Inc. 401(K) Plan-4$302,806$80,964$20,241iApproximate average salary by contribution assumption: employee only about $506,025 at 4% or $337,350 at 6%; with 50% employer match about $337,350 at 4% or $224,900 at 6%; with 100% employer match about $253,013 at 4% or $168,675 at 6%.
200924$1,421,194$105,397$26,349iApproximate average salary by contribution assumption: employee only about $658,731 at 4% or $439,154 at 6%; with 50% employer match about $439,154 at 4% or $292,769 at 6%; with 100% employer match about $329,366 at 4% or $219,577 at 6%.
David M. Jones & Associates Inc. Defined Benefit Pension Plan-4$1,223,953$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
David M. Jones & Associates Inc. 401(K) Plan-4$197,241$80,397$20,099iApproximate average salary by contribution assumption: employee only about $502,481 at 4% or $334,988 at 6%; with 50% employer match about $334,988 at 4% or $223,325 at 6%; with 100% employer match about $251,241 at 4% or $167,494 at 6%.
200824$0$0-
David M. Jones & Associates Inc. Defined Benefit Pension Plan-4---
David M. Jones & Associates Inc. 401(K) Plan-4---
200724$1,184,593$261,168$65,292iApproximate average salary by contribution assumption: employee only about $1,632,300 at 4% or $1,088,200 at 6%; with 50% employer match about $1,088,200 at 4% or $725,467 at 6%; with 100% employer match about $816,150 at 4% or $544,100 at 6%.
David M. Jones & Associates Inc. Defined Benefit Pension Plan-4$1,114,853$191,495$47,874iApproximate average salary by contribution assumption: employee only about $1,196,844 at 4% or $797,896 at 6%; with 50% employer match about $797,896 at 4% or $531,931 at 6%; with 100% employer match about $598,422 at 4% or $398,948 at 6%.
David M. Jones & Associates Inc. 401(K) Plan-4$69,740$69,673$17,418iApproximate average salary by contribution assumption: employee only about $435,456 at 4% or $290,304 at 6%; with 50% employer match about $290,304 at 4% or $193,536 at 6%; with 100% employer match about $217,728 at 4% or $145,152 at 6%.
200614$815,111$191,942$47,986iApproximate average salary by contribution assumption: employee only about $1,199,638 at 4% or $799,758 at 6%; with 50% employer match about $799,758 at 4% or $533,172 at 6%; with 100% employer match about $599,819 at 4% or $399,879 at 6%.
David M. Jones & Associates Inc. Defined Benefit Pension Plan-4$815,111$191,942$47,986iApproximate average salary by contribution assumption: employee only about $1,199,638 at 4% or $799,758 at 6%; with 50% employer match about $799,758 at 4% or $533,172 at 6%; with 100% employer match about $599,819 at 4% or $399,879 at 6%.
200514$561,207$192,834$48,209iApproximate average salary by contribution assumption: employee only about $1,205,213 at 4% or $803,475 at 6%; with 50% employer match about $803,475 at 4% or $535,650 at 6%; with 100% employer match about $602,606 at 4% or $401,738 at 6%.
David M. Jones & Associates Inc. Defined Benefit Pension Plan-4$561,207$192,834$48,209iApproximate average salary by contribution assumption: employee only about $1,205,213 at 4% or $803,475 at 6%; with 50% employer match about $803,475 at 4% or $535,650 at 6%; with 100% employer match about $602,606 at 4% or $401,738 at 6%.
200413$388,194$174,640$58,213iApproximate average salary by contribution assumption: employee only about $1,455,333 at 4% or $970,222 at 6%; with 50% employer match about $970,222 at 4% or $646,815 at 6%; with 100% employer match about $727,667 at 4% or $485,111 at 6%.
David M. Jones & Associates Inc. Defined Benefit Pension Plan-3$388,194$174,640$58,213iApproximate average salary by contribution assumption: employee only about $1,455,333 at 4% or $970,222 at 6%; with 50% employer match about $970,222 at 4% or $646,815 at 6%; with 100% employer match about $727,667 at 4% or $485,111 at 6%.
200314$187,154$187,154$46,789iApproximate average salary by contribution assumption: employee only about $1,169,713 at 4% or $779,808 at 6%; with 50% employer match about $779,808 at 4% or $519,872 at 6%; with 100% employer match about $584,856 at 4% or $389,904 at 6%.
David M. Jones & Associates Inc. Defined Benefit Pension Plan-4$187,154$187,154$46,789iApproximate average salary by contribution assumption: employee only about $1,169,713 at 4% or $779,808 at 6%; with 50% employer match about $779,808 at 4% or $519,872 at 6%; with 100% employer match about $584,856 at 4% or $389,904 at 6%.