Dr. Rick Jackson & Associates
Plan context: Dr. Rick Jackson & Associates
EIN 20-1034490 • Lexington, SC • 23 filings • 6 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$88,213
2023 Contributions
$602,533
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 | $0 | - |
| Dr. Rick Jackson & Associates | - | 0 | $0 | - | - |
| 2022 | 1 | 1 | $88,213 | $602,533 | $602,533iApproximate average salary by contribution assumption: employee only about $15,063,325 at 4% or $10,042,217 at 6%; with 50% employer match about $10,042,217 at 4% or $6,694,811 at 6%; with 100% employer match about $7,531,663 at 4% or $5,021,108 at 6%. |
| Dr. Rick Jackson & Associates | - | 1 | $88,213 | $602,533 | $602,533iApproximate average salary by contribution assumption: employee only about $15,063,325 at 4% or $10,042,217 at 6%; with 50% employer match about $10,042,217 at 4% or $6,694,811 at 6%; with 100% employer match about $7,531,663 at 4% or $5,021,108 at 6%. |
| 2021 | 2 | 4 | $844,175 | $56,968 | $14,242iApproximate average salary by contribution assumption: employee only about $356,050 at 4% or $237,367 at 6%; with 50% employer match about $237,367 at 4% or $158,244 at 6%; with 100% employer match about $178,025 at 4% or $118,683 at 6%. |
| Dr. Rick Jackson & Associates | - | 4 | $844,175 | $56,968 | $14,242iApproximate average salary by contribution assumption: employee only about $356,050 at 4% or $237,367 at 6%; with 50% employer match about $237,367 at 4% or $158,244 at 6%; with 100% employer match about $178,025 at 4% or $118,683 at 6%. |
| DR. RICK JACKSON & ASSOCIATES CASH BALANCE PENSION PLAN | - | 0 | $0 | $0 | - |
| 2020 | 2 | 15 | $2,205,688 | $109,757 | $7,317iApproximate average salary by contribution assumption: employee only about $182,928 at 4% or $121,952 at 6%; with 50% employer match about $121,952 at 4% or $81,301 at 6%; with 100% employer match about $91,464 at 4% or $60,976 at 6%. |
| Dr. Rick Jackson & Associates | - | 14 | $1,605,232 | $109,757 | $7,840iApproximate average salary by contribution assumption: employee only about $195,995 at 4% or $130,663 at 6%; with 50% employer match about $130,663 at 4% or $87,109 at 6%; with 100% employer match about $97,997 at 4% or $65,332 at 6%. |
| DR. RICK JACKSON & ASSOCIATES CASH BALANCE PENSION PLAN | - | 15 | $600,456 | $0 | - |
| 2019 | 2 | 16 | $1,946,588 | $347,741 | $21,734iApproximate average salary by contribution assumption: employee only about $543,345 at 4% or $362,230 at 6%; with 50% employer match about $362,230 at 4% or $241,487 at 6%; with 100% employer match about $271,673 at 4% or $181,115 at 6%. |
| Dr. Rick Jackson & Associates | - | 16 | $1,387,400 | $188,241 | $11,765iApproximate average salary by contribution assumption: employee only about $294,127 at 4% or $196,084 at 6%; with 50% employer match about $196,084 at 4% or $130,723 at 6%; with 100% employer match about $147,063 at 4% or $98,042 at 6%. |
| DR. RICK JACKSON & ASSOCIATES CASH BALANCE PENSION PLAN | - | 15 | $559,188 | $159,500 | $10,633iApproximate average salary by contribution assumption: employee only about $265,833 at 4% or $177,222 at 6%; with 50% employer match about $177,222 at 4% or $118,148 at 6%; with 100% employer match about $132,917 at 4% or $88,611 at 6%. |
| 2018 | 2 | 15 | $1,414,769 | $352,542 | $23,503iApproximate average salary by contribution assumption: employee only about $587,570 at 4% or $391,713 at 6%; with 50% employer match about $391,713 at 4% or $261,142 at 6%; with 100% employer match about $293,785 at 4% or $195,857 at 6%. |
| Dr. Rick Jackson & Associates | - | 15 | $1,094,954 | $174,942 | $11,663iApproximate average salary by contribution assumption: employee only about $291,570 at 4% or $194,380 at 6%; with 50% employer match about $194,380 at 4% or $129,587 at 6%; with 100% employer match about $145,785 at 4% or $97,190 at 6%. |
| DR. RICK JACKSON & ASSOCIATES CASH BALANCE PENSION PLAN | - | 12 | $319,815 | $177,600 | $14,800iApproximate average salary by contribution assumption: employee only about $370,000 at 4% or $246,667 at 6%; with 50% employer match about $246,667 at 4% or $164,444 at 6%; with 100% employer match about $185,000 at 4% or $123,333 at 6%. |
| 2017 | 2 | 15 | $1,198,146 | $349,779 | $23,319iApproximate average salary by contribution assumption: employee only about $582,965 at 4% or $388,643 at 6%; with 50% employer match about $388,643 at 4% or $259,096 at 6%; with 100% employer match about $291,483 at 4% or $194,322 at 6%. |
| Dr. Rick Jackson & Associates | - | 15 | $1,020,946 | $172,579 | $11,505iApproximate average salary by contribution assumption: employee only about $287,632 at 4% or $191,754 at 6%; with 50% employer match about $191,754 at 4% or $127,836 at 6%; with 100% employer match about $143,816 at 4% or $95,877 at 6%. |
| DR. RICK JACKSON & ASSOCIATES CASH BALANCE PENSION PLAN | - | 13 | $177,200 | $177,200 | $13,631iApproximate average salary by contribution assumption: employee only about $340,769 at 4% or $227,179 at 6%; with 50% employer match about $227,179 at 4% or $151,453 at 6%; with 100% employer match about $170,385 at 4% or $113,590 at 6%. |
| 2016 | 1 | 11 | $785,344 | $134,719 | $12,247iApproximate average salary by contribution assumption: employee only about $306,180 at 4% or $204,120 at 6%; with 50% employer match about $204,120 at 4% or $136,080 at 6%; with 100% employer match about $153,090 at 4% or $102,060 at 6%. |
| Dr. Rick Jackson & Associates | - | 11 | $785,344 | $134,719 | $12,247iApproximate average salary by contribution assumption: employee only about $306,180 at 4% or $204,120 at 6%; with 50% employer match about $204,120 at 4% or $136,080 at 6%; with 100% employer match about $153,090 at 4% or $102,060 at 6%. |
| 2015 | 1 | 10 | $481,351 | $102,316 | $10,232iApproximate average salary by contribution assumption: employee only about $255,790 at 4% or $170,527 at 6%; with 50% employer match about $170,527 at 4% or $113,684 at 6%; with 100% employer match about $127,895 at 4% or $85,263 at 6%. |
| Dr. Rick Jackson & Associates | - | 10 | $481,351 | $102,316 | $10,232iApproximate average salary by contribution assumption: employee only about $255,790 at 4% or $170,527 at 6%; with 50% employer match about $170,527 at 4% or $113,684 at 6%; with 100% employer match about $127,895 at 4% or $85,263 at 6%. |
| 2014 | 1 | 10 | $454,793 | $86,559 | $8,656iApproximate average salary by contribution assumption: employee only about $216,398 at 4% or $144,265 at 6%; with 50% employer match about $144,265 at 4% or $96,177 at 6%; with 100% employer match about $108,199 at 4% or $72,133 at 6%. |
| Dr. Rick Jackson & Associates | - | 10 | $454,793 | $86,559 | $8,656iApproximate average salary by contribution assumption: employee only about $216,398 at 4% or $144,265 at 6%; with 50% employer match about $144,265 at 4% or $96,177 at 6%; with 100% employer match about $108,199 at 4% or $72,133 at 6%. |
| 2013 | 1 | 8 | $385,779 | $67,351 | $8,419iApproximate average salary by contribution assumption: employee only about $210,472 at 4% or $140,315 at 6%; with 50% employer match about $140,315 at 4% or $93,543 at 6%; with 100% employer match about $105,236 at 4% or $70,157 at 6%. |
| Dr. Rick Jackson & Associates | - | 8 | $385,779 | $67,351 | $8,419iApproximate average salary by contribution assumption: employee only about $210,472 at 4% or $140,315 at 6%; with 50% employer match about $140,315 at 4% or $93,543 at 6%; with 100% employer match about $105,236 at 4% or $70,157 at 6%. |
| 2012 | 1 | 7 | $311,828 | $33,759 | $4,823iApproximate average salary by contribution assumption: employee only about $120,568 at 4% or $80,379 at 6%; with 50% employer match about $80,379 at 4% or $53,586 at 6%; with 100% employer match about $60,284 at 4% or $40,189 at 6%. |
| Dr. Rick Jackson & Associates | - | 7 | $311,828 | $33,759 | $4,823iApproximate average salary by contribution assumption: employee only about $120,568 at 4% or $80,379 at 6%; with 50% employer match about $80,379 at 4% or $53,586 at 6%; with 100% employer match about $60,284 at 4% or $40,189 at 6%. |
| 2011 | 1 | 10 | $345,942 | $71,972 | $7,197iApproximate average salary by contribution assumption: employee only about $179,930 at 4% or $119,953 at 6%; with 50% employer match about $119,953 at 4% or $79,969 at 6%; with 100% employer match about $89,965 at 4% or $59,977 at 6%. |
| Dr. Rick Jackson & Associates | - | 10 | $345,942 | $71,972 | $7,197iApproximate average salary by contribution assumption: employee only about $179,930 at 4% or $119,953 at 6%; with 50% employer match about $119,953 at 4% or $79,969 at 6%; with 100% employer match about $89,965 at 4% or $59,977 at 6%. |
| 2010 | 1 | 10 | $346,492 | $51,000 | $5,100iApproximate average salary by contribution assumption: employee only about $127,500 at 4% or $85,000 at 6%; with 50% employer match about $85,000 at 4% or $56,667 at 6%; with 100% employer match about $63,750 at 4% or $42,500 at 6%. |
| Dr. Rick Jackson & Associates | - | 10 | $346,492 | $51,000 | $5,100iApproximate average salary by contribution assumption: employee only about $127,500 at 4% or $85,000 at 6%; with 50% employer match about $85,000 at 4% or $56,667 at 6%; with 100% employer match about $63,750 at 4% or $42,500 at 6%. |
| 2009 | 1 | 9 | $261,284 | $80,690 | $8,966iApproximate average salary by contribution assumption: employee only about $224,139 at 4% or $149,426 at 6%; with 50% employer match about $149,426 at 4% or $99,617 at 6%; with 100% employer match about $112,069 at 4% or $74,713 at 6%. |
| Dr. Rick Jackson & Associates | - | 9 | $261,284 | $80,690 | $8,966iApproximate average salary by contribution assumption: employee only about $224,139 at 4% or $149,426 at 6%; with 50% employer match about $149,426 at 4% or $99,617 at 6%; with 100% employer match about $112,069 at 4% or $74,713 at 6%. |
| 2008 | 1 | 7 | $124,534 | $74,957 | $10,708iApproximate average salary by contribution assumption: employee only about $267,704 at 4% or $178,469 at 6%; with 50% employer match about $178,469 at 4% or $118,979 at 6%; with 100% employer match about $133,852 at 4% or $89,235 at 6%. |
| Dr. Rick Jackson & Associates | - | 7 | $124,534 | $74,957 | $10,708iApproximate average salary by contribution assumption: employee only about $267,704 at 4% or $178,469 at 6%; with 50% employer match about $178,469 at 4% or $118,979 at 6%; with 100% employer match about $133,852 at 4% or $89,235 at 6%. |
| 2007 | 1 | 8 | $0 | $0 | - |
| Dr. Rick Jackson & Associates | - | 8 | - | - | - |
| 2006 | 1 | 1 | $20,000 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Dr. Rick Jackson & Associates | - | 1 | $20,000 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |