James Phillip Jones
Plan context: James Phillip Jones 401(K) Profit Sharing Plan and Trust
EIN 20-0393734 • Nashville, TN • 18 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$770,473
2025 Contributions
$7,780
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $770,473 | $7,780 | $1,556iApproximate average salary by contribution assumption: employee only about $38,900 at 4% or $25,933 at 6%; with 50% employer match about $25,933 at 4% or $17,289 at 6%; with 100% employer match about $19,450 at 4% or $12,967 at 6%. |
| James Phillip Jones 401(K) Profit Sharing Plan and Trust | - | 5 | $770,473 | $7,780 | $1,556iApproximate average salary by contribution assumption: employee only about $38,900 at 4% or $25,933 at 6%; with 50% employer match about $25,933 at 4% or $17,289 at 6%; with 100% employer match about $19,450 at 4% or $12,967 at 6%. |
| 2024 | 1 | 5 | $644,074 | $7,712 | $1,542iApproximate average salary by contribution assumption: employee only about $38,560 at 4% or $25,707 at 6%; with 50% employer match about $25,707 at 4% or $17,138 at 6%; with 100% employer match about $19,280 at 4% or $12,853 at 6%. |
| James Phillip Jones 401(K) Profit Sharing Plan and Trust | - | 5 | $644,074 | $7,712 | $1,542iApproximate average salary by contribution assumption: employee only about $38,560 at 4% or $25,707 at 6%; with 50% employer match about $25,707 at 4% or $17,138 at 6%; with 100% employer match about $19,280 at 4% or $12,853 at 6%. |
| 2023 | 1 | 5 | $598,438 | $7,476 | $1,495iApproximate average salary by contribution assumption: employee only about $37,380 at 4% or $24,920 at 6%; with 50% employer match about $24,920 at 4% or $16,613 at 6%; with 100% employer match about $18,690 at 4% or $12,460 at 6%. |
| James Phillip Jones 401(K) Profit Sharing Plan and Trust | - | 5 | $598,438 | $7,476 | $1,495iApproximate average salary by contribution assumption: employee only about $37,380 at 4% or $24,920 at 6%; with 50% employer match about $24,920 at 4% or $16,613 at 6%; with 100% employer match about $18,690 at 4% or $12,460 at 6%. |
| 2022 | 1 | 5 | $525,508 | $7,352 | $1,470iApproximate average salary by contribution assumption: employee only about $36,760 at 4% or $24,507 at 6%; with 50% employer match about $24,507 at 4% or $16,338 at 6%; with 100% employer match about $18,380 at 4% or $12,253 at 6%. |
| James Phillip Jones 401(K) Profit Sharing Plan and Trust | - | 5 | $525,508 | $7,352 | $1,470iApproximate average salary by contribution assumption: employee only about $36,760 at 4% or $24,507 at 6%; with 50% employer match about $24,507 at 4% or $16,338 at 6%; with 100% employer match about $18,380 at 4% or $12,253 at 6%. |
| 2021 | 1 | 6 | $593,784 | $7,341 | $1,224iApproximate average salary by contribution assumption: employee only about $30,588 at 4% or $20,392 at 6%; with 50% employer match about $20,392 at 4% or $13,594 at 6%; with 100% employer match about $15,294 at 4% or $10,196 at 6%. |
| James Phillip Jones 401(K) Profit Sharing Plan and Trust | - | 6 | $593,784 | $7,341 | $1,224iApproximate average salary by contribution assumption: employee only about $30,588 at 4% or $20,392 at 6%; with 50% employer match about $20,392 at 4% or $13,594 at 6%; with 100% employer match about $15,294 at 4% or $10,196 at 6%. |
| 2020 | 1 | 7 | $507,884 | $7,103 | $1,015iApproximate average salary by contribution assumption: employee only about $25,368 at 4% or $16,912 at 6%; with 50% employer match about $16,912 at 4% or $11,275 at 6%; with 100% employer match about $12,684 at 4% or $8,456 at 6%. |
| James Phillip Jones 401(K) Profit Sharing Plan and Trust | - | 7 | $507,884 | $7,103 | $1,015iApproximate average salary by contribution assumption: employee only about $25,368 at 4% or $16,912 at 6%; with 50% employer match about $16,912 at 4% or $11,275 at 6%; with 100% employer match about $12,684 at 4% or $8,456 at 6%. |
| 2019 | 1 | 5 | $472,084 | $7,646 | $1,529iApproximate average salary by contribution assumption: employee only about $38,230 at 4% or $25,487 at 6%; with 50% employer match about $25,487 at 4% or $16,991 at 6%; with 100% employer match about $19,115 at 4% or $12,743 at 6%. |
| James Phillip Jones 401(K) Profit Sharing Plan and Trust | - | 5 | $472,084 | $7,646 | $1,529iApproximate average salary by contribution assumption: employee only about $38,230 at 4% or $25,487 at 6%; with 50% employer match about $25,487 at 4% or $16,991 at 6%; with 100% employer match about $19,115 at 4% or $12,743 at 6%. |
| 2018 | 1 | 0 | $407,760 | $7,344 | - |
| James Phillip Jones 401(K) Profit Sharing Plan and Trust | - | 0 | $407,760 | $7,344 | - |
| 2017 | 1 | 9 | $457,446 | $31,638 | $3,515iApproximate average salary by contribution assumption: employee only about $87,883 at 4% or $58,589 at 6%; with 50% employer match about $58,589 at 4% or $39,059 at 6%; with 100% employer match about $43,942 at 4% or $29,294 at 6%. |
| James Phillip Jones 401(K) Profit Sharing Plan and Trust | - | 9 | $457,446 | $31,638 | $3,515iApproximate average salary by contribution assumption: employee only about $87,883 at 4% or $58,589 at 6%; with 50% employer match about $58,589 at 4% or $39,059 at 6%; with 100% employer match about $43,942 at 4% or $29,294 at 6%. |
| 2016 | 1 | 8 | $376,872 | $32,142 | $4,018iApproximate average salary by contribution assumption: employee only about $100,444 at 4% or $66,963 at 6%; with 50% employer match about $66,963 at 4% or $44,642 at 6%; with 100% employer match about $50,222 at 4% or $33,481 at 6%. |
| James Phillip Jones 401(K) Profit Sharing Plan and Trust | - | 8 | $376,872 | $32,142 | $4,018iApproximate average salary by contribution assumption: employee only about $100,444 at 4% or $66,963 at 6%; with 50% employer match about $66,963 at 4% or $44,642 at 6%; with 100% employer match about $50,222 at 4% or $33,481 at 6%. |
| 2015 | 1 | 8 | $364,555 | $44,801 | $5,600iApproximate average salary by contribution assumption: employee only about $140,003 at 4% or $93,335 at 6%; with 50% employer match about $93,335 at 4% or $62,224 at 6%; with 100% employer match about $70,002 at 4% or $46,668 at 6%. |
| James Phillip Jones 401(K) Profit Sharing Plan and Trust | - | 8 | $364,555 | $44,801 | $5,600iApproximate average salary by contribution assumption: employee only about $140,003 at 4% or $93,335 at 6%; with 50% employer match about $93,335 at 4% or $62,224 at 6%; with 100% employer match about $70,002 at 4% or $46,668 at 6%. |
| 2014 | 1 | 10 | $346,119 | $50,080 | $5,008iApproximate average salary by contribution assumption: employee only about $125,200 at 4% or $83,467 at 6%; with 50% employer match about $83,467 at 4% or $55,644 at 6%; with 100% employer match about $62,600 at 4% or $41,733 at 6%. |
| James Phillip Jones 401(K) Profit Sharing Plan and Trust | - | 10 | $346,119 | $50,080 | $5,008iApproximate average salary by contribution assumption: employee only about $125,200 at 4% or $83,467 at 6%; with 50% employer match about $83,467 at 4% or $55,644 at 6%; with 100% employer match about $62,600 at 4% or $41,733 at 6%. |
| 2013 | 1 | 7 | $305,543 | $67,797 | $9,685iApproximate average salary by contribution assumption: employee only about $242,132 at 4% or $161,421 at 6%; with 50% employer match about $161,421 at 4% or $107,614 at 6%; with 100% employer match about $121,066 at 4% or $80,711 at 6%. |
| James Phillip Jones 401(K) Profit Sharing Plan and Trust | - | 7 | $305,543 | $67,797 | $9,685iApproximate average salary by contribution assumption: employee only about $242,132 at 4% or $161,421 at 6%; with 50% employer match about $161,421 at 4% or $107,614 at 6%; with 100% employer match about $121,066 at 4% or $80,711 at 6%. |
| 2012 | 1 | 7 | $231,950 | $40,578 | $5,797iApproximate average salary by contribution assumption: employee only about $144,921 at 4% or $96,614 at 6%; with 50% employer match about $96,614 at 4% or $64,410 at 6%; with 100% employer match about $72,461 at 4% or $48,307 at 6%. |
| James Phillip Jones 401(K) Profit Sharing Plan and Trust | - | 7 | $231,950 | $40,578 | $5,797iApproximate average salary by contribution assumption: employee only about $144,921 at 4% or $96,614 at 6%; with 50% employer match about $96,614 at 4% or $64,410 at 6%; with 100% employer match about $72,461 at 4% or $48,307 at 6%. |
| 2011 | 1 | 7 | $162,668 | $40,964 | $5,852iApproximate average salary by contribution assumption: employee only about $146,300 at 4% or $97,533 at 6%; with 50% employer match about $97,533 at 4% or $65,022 at 6%; with 100% employer match about $73,150 at 4% or $48,767 at 6%. |
| James Phillip Jones 401(K) Profit Sharing Plan and Trust | - | 7 | $162,668 | $40,964 | $5,852iApproximate average salary by contribution assumption: employee only about $146,300 at 4% or $97,533 at 6%; with 50% employer match about $97,533 at 4% or $65,022 at 6%; with 100% employer match about $73,150 at 4% or $48,767 at 6%. |
| 2010 | 1 | 7 | $200,442 | $54,647 | $7,807iApproximate average salary by contribution assumption: employee only about $195,168 at 4% or $130,112 at 6%; with 50% employer match about $130,112 at 4% or $86,741 at 6%; with 100% employer match about $97,584 at 4% or $65,056 at 6%. |
| James Phillip Jones 401(K) Profit Sharing Plan and Trust | - | 7 | $200,442 | $54,647 | $7,807iApproximate average salary by contribution assumption: employee only about $195,168 at 4% or $130,112 at 6%; with 50% employer match about $130,112 at 4% or $86,741 at 6%; with 100% employer match about $97,584 at 4% or $65,056 at 6%. |
| 2009 | 1 | 8 | $134,671 | $25,553 | $3,194iApproximate average salary by contribution assumption: employee only about $79,853 at 4% or $53,235 at 6%; with 50% employer match about $53,235 at 4% or $35,490 at 6%; with 100% employer match about $39,927 at 4% or $26,618 at 6%. |
| James Phillip Jones 401(K) Profit Sharing Plan and Trust | - | 8 | $134,671 | $25,553 | $3,194iApproximate average salary by contribution assumption: employee only about $79,853 at 4% or $53,235 at 6%; with 50% employer match about $53,235 at 4% or $35,490 at 6%; with 100% employer match about $39,927 at 4% or $26,618 at 6%. |
| 2008 | 1 | 10 | $106,996 | $128,698 | $12,870iApproximate average salary by contribution assumption: employee only about $321,745 at 4% or $214,497 at 6%; with 50% employer match about $214,497 at 4% or $142,998 at 6%; with 100% employer match about $160,873 at 4% or $107,248 at 6%. |
| James Phillip Jones 401(K) Profit Sharing Plan and Trust | - | 10 | $106,996 | $128,698 | $12,870iApproximate average salary by contribution assumption: employee only about $321,745 at 4% or $214,497 at 6%; with 50% employer match about $214,497 at 4% or $142,998 at 6%; with 100% employer match about $160,873 at 4% or $107,248 at 6%. |