Beverly Nicholas Jones III MD Pa
Plan context: Beverly Nicholas Jones III MD Pa 401(K) Profit Sharing Plan and Trust
EIN 20-0524948 • Winston Salem, NC • 17 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
8
2023 Assets
$1,675,314
2023 Contributions
$9,994
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $9,994 | - |
| Beverly Nicholas Jones III MD Pa 401(K) Profit Sharing Plan and Trust | - | 0 | $0 | $9,994 | - |
| 2022 | 1 | 0 | $1,675,314 | $47,918 | - |
| Beverly Nicholas Jones III MD Pa 401(K) Profit Sharing Plan and Trust | - | 0 | $1,675,314 | $47,918 | - |
| 2021 | 1 | 8 | $1,889,629 | $46,214 | $5,777iApproximate average salary by contribution assumption: employee only about $144,419 at 4% or $96,279 at 6%; with 50% employer match about $96,279 at 4% or $64,186 at 6%; with 100% employer match about $72,209 at 4% or $48,140 at 6%. |
| Beverly Nicholas Jones III MD Pa 401(K) Profit Sharing Plan and Trust | - | 8 | $1,889,629 | $46,214 | $5,777iApproximate average salary by contribution assumption: employee only about $144,419 at 4% or $96,279 at 6%; with 50% employer match about $96,279 at 4% or $64,186 at 6%; with 100% employer match about $72,209 at 4% or $48,140 at 6%. |
| 2020 | 1 | 7 | $1,581,529 | $50,695 | $7,242iApproximate average salary by contribution assumption: employee only about $181,054 at 4% or $120,702 at 6%; with 50% employer match about $120,702 at 4% or $80,468 at 6%; with 100% employer match about $90,527 at 4% or $60,351 at 6%. |
| Beverly Nicholas Jones III MD Pa 401(K) Profit Sharing Plan and Trust | - | 7 | $1,581,529 | $50,695 | $7,242iApproximate average salary by contribution assumption: employee only about $181,054 at 4% or $120,702 at 6%; with 50% employer match about $120,702 at 4% or $80,468 at 6%; with 100% employer match about $90,527 at 4% or $60,351 at 6%. |
| 2019 | 1 | 7 | $1,360,354 | $47,176 | $6,739iApproximate average salary by contribution assumption: employee only about $168,486 at 4% or $112,324 at 6%; with 50% employer match about $112,324 at 4% or $74,883 at 6%; with 100% employer match about $84,243 at 4% or $56,162 at 6%. |
| Beverly Nicholas Jones III MD Pa 401(K) Profit Sharing Plan and Trust | - | 7 | $1,360,354 | $47,176 | $6,739iApproximate average salary by contribution assumption: employee only about $168,486 at 4% or $112,324 at 6%; with 50% employer match about $112,324 at 4% or $74,883 at 6%; with 100% employer match about $84,243 at 4% or $56,162 at 6%. |
| 2018 | 1 | 7 | $1,077,982 | $48,138 | $6,877iApproximate average salary by contribution assumption: employee only about $171,921 at 4% or $114,614 at 6%; with 50% employer match about $114,614 at 4% or $76,410 at 6%; with 100% employer match about $85,961 at 4% or $57,307 at 6%. |
| Beverly Nicholas Jones III MD Pa 401(K) Profit Sharing Plan and Trust | - | 7 | $1,077,982 | $48,138 | $6,877iApproximate average salary by contribution assumption: employee only about $171,921 at 4% or $114,614 at 6%; with 50% employer match about $114,614 at 4% or $76,410 at 6%; with 100% employer match about $85,961 at 4% or $57,307 at 6%. |
| 2017 | 1 | 8 | $1,101,139 | $60,477 | $7,560iApproximate average salary by contribution assumption: employee only about $188,991 at 4% or $125,994 at 6%; with 50% employer match about $125,994 at 4% or $83,996 at 6%; with 100% employer match about $94,495 at 4% or $62,997 at 6%. |
| Beverly Nicholas Jones III MD Pa 401(K) Profit Sharing Plan and Trust | - | 8 | $1,101,139 | $60,477 | $7,560iApproximate average salary by contribution assumption: employee only about $188,991 at 4% or $125,994 at 6%; with 50% employer match about $125,994 at 4% or $83,996 at 6%; with 100% employer match about $94,495 at 4% or $62,997 at 6%. |
| 2016 | 1 | 8 | $893,286 | $74,738 | $9,342iApproximate average salary by contribution assumption: employee only about $233,556 at 4% or $155,704 at 6%; with 50% employer match about $155,704 at 4% or $103,803 at 6%; with 100% employer match about $116,778 at 4% or $77,852 at 6%. |
| Beverly Nicholas Jones III MD Pa 401(K) Profit Sharing Plan and Trust | - | 8 | $893,286 | $74,738 | $9,342iApproximate average salary by contribution assumption: employee only about $233,556 at 4% or $155,704 at 6%; with 50% employer match about $155,704 at 4% or $103,803 at 6%; with 100% employer match about $116,778 at 4% or $77,852 at 6%. |
| 2015 | 1 | 8 | $744,842 | $80,466 | $10,058iApproximate average salary by contribution assumption: employee only about $251,456 at 4% or $167,638 at 6%; with 50% employer match about $167,638 at 4% or $111,758 at 6%; with 100% employer match about $125,728 at 4% or $83,819 at 6%. |
| Beverly Nicholas Jones III MD Pa 401(K) Profit Sharing Plan and Trust | - | 8 | $744,842 | $80,466 | $10,058iApproximate average salary by contribution assumption: employee only about $251,456 at 4% or $167,638 at 6%; with 50% employer match about $167,638 at 4% or $111,758 at 6%; with 100% employer match about $125,728 at 4% or $83,819 at 6%. |
| 2014 | 1 | 6 | $669,816 | $113,347 | $18,891iApproximate average salary by contribution assumption: employee only about $472,279 at 4% or $314,853 at 6%; with 50% employer match about $314,853 at 4% or $209,902 at 6%; with 100% employer match about $236,140 at 4% or $157,426 at 6%. |
| Beverly Nicholas Jones III MD Pa 401(K) Profit Sharing Plan and Trust | - | 6 | $669,816 | $113,347 | $18,891iApproximate average salary by contribution assumption: employee only about $472,279 at 4% or $314,853 at 6%; with 50% employer match about $314,853 at 4% or $209,902 at 6%; with 100% employer match about $236,140 at 4% or $157,426 at 6%. |
| 2013 | 1 | 6 | $519,876 | $57,646 | $9,608iApproximate average salary by contribution assumption: employee only about $240,192 at 4% or $160,128 at 6%; with 50% employer match about $160,128 at 4% or $106,752 at 6%; with 100% employer match about $120,096 at 4% or $80,064 at 6%. |
| Beverly Nicholas Jones III MD Pa 401(K) Profit Sharing Plan and Trust | - | 6 | $519,876 | $57,646 | $9,608iApproximate average salary by contribution assumption: employee only about $240,192 at 4% or $160,128 at 6%; with 50% employer match about $160,128 at 4% or $106,752 at 6%; with 100% employer match about $120,096 at 4% or $80,064 at 6%. |
| 2012 | 1 | 6 | $404,963 | $66,822 | $11,137iApproximate average salary by contribution assumption: employee only about $278,425 at 4% or $185,617 at 6%; with 50% employer match about $185,617 at 4% or $123,744 at 6%; with 100% employer match about $139,213 at 4% or $92,808 at 6%. |
| Beverly Nicholas Jones III MD Pa 401(K) Profit Sharing Plan and Trust | - | 6 | $404,963 | $66,822 | $11,137iApproximate average salary by contribution assumption: employee only about $278,425 at 4% or $185,617 at 6%; with 50% employer match about $185,617 at 4% or $123,744 at 6%; with 100% employer match about $139,213 at 4% or $92,808 at 6%. |
| 2011 | 1 | 6 | $299,779 | $72,821 | $12,137iApproximate average salary by contribution assumption: employee only about $303,421 at 4% or $202,281 at 6%; with 50% employer match about $202,281 at 4% or $134,854 at 6%; with 100% employer match about $151,710 at 4% or $101,140 at 6%. |
| Beverly Nicholas Jones III MD Pa 401(K) Profit Sharing Plan and Trust | - | 6 | $299,779 | $72,821 | $12,137iApproximate average salary by contribution assumption: employee only about $303,421 at 4% or $202,281 at 6%; with 50% employer match about $202,281 at 4% or $134,854 at 6%; with 100% employer match about $151,710 at 4% or $101,140 at 6%. |
| 2010 | 1 | 5 | $222,355 | $63,964 | $12,793iApproximate average salary by contribution assumption: employee only about $319,820 at 4% or $213,213 at 6%; with 50% employer match about $213,213 at 4% or $142,142 at 6%; with 100% employer match about $159,910 at 4% or $106,607 at 6%. |
| Beverly Nicholas Jones III MD Pa 401(K) Profit Sharing Plan and Trust | - | 5 | $222,355 | $63,964 | $12,793iApproximate average salary by contribution assumption: employee only about $319,820 at 4% or $213,213 at 6%; with 50% employer match about $213,213 at 4% or $142,142 at 6%; with 100% employer match about $159,910 at 4% or $106,607 at 6%. |
| 2009 | 1 | 4 | $139,527 | $51,363 | $12,841iApproximate average salary by contribution assumption: employee only about $321,019 at 4% or $214,013 at 6%; with 50% employer match about $214,013 at 4% or $142,675 at 6%; with 100% employer match about $160,509 at 4% or $107,006 at 6%. |
| Beverly Nicholas Jones III MD Pa 401(K) Profit Sharing Plan and Trust | - | 4 | $139,527 | $51,363 | $12,841iApproximate average salary by contribution assumption: employee only about $321,019 at 4% or $214,013 at 6%; with 50% employer match about $214,013 at 4% or $142,675 at 6%; with 100% employer match about $160,509 at 4% or $107,006 at 6%. |
| 2008 | 1 | 3 | $65,611 | $45,580 | $15,193iApproximate average salary by contribution assumption: employee only about $379,833 at 4% or $253,222 at 6%; with 50% employer match about $253,222 at 4% or $168,815 at 6%; with 100% employer match about $189,917 at 4% or $126,611 at 6%. |
| Beverly Nicholas Jones III MD Pa 401(K) Profit Sharing Plan and Trust | - | 3 | $65,611 | $45,580 | $15,193iApproximate average salary by contribution assumption: employee only about $379,833 at 4% or $253,222 at 6%; with 50% employer match about $253,222 at 4% or $168,815 at 6%; with 100% employer match about $189,917 at 4% or $126,611 at 6%. |
| 2007 | 1 | 3 | $40,976 | $40,118 | $13,373iApproximate average salary by contribution assumption: employee only about $334,317 at 4% or $222,878 at 6%; with 50% employer match about $222,878 at 4% or $148,585 at 6%; with 100% employer match about $167,158 at 4% or $111,439 at 6%. |
| Beverly Nicholas Jones III MD Pa 401(K) Profit Sharing Plan and Trust | - | 3 | $40,976 | $40,118 | $13,373iApproximate average salary by contribution assumption: employee only about $334,317 at 4% or $222,878 at 6%; with 50% employer match about $222,878 at 4% or $148,585 at 6%; with 100% employer match about $167,158 at 4% or $111,439 at 6%. |