Civic Intelligence

Charles E Jones, Dds

Plan context: Jones Family Dental Retirement Plan

EIN 20-3010696 • Ashland, OR • 7 filings • 1 plans

325 A St Ste 2Ashland, OR 97520
Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$338,967

2014 Contributions

$7,803

Historical Graphs

Total Assets Over Time

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

$338,967$169,484$0200920112013YearValue
$338,967Latest year 2013

Participants Over Time

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

740200820112013YearValue
1Latest year 2013

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
201410$0$7,803-
Jones Family Dental Retirement Plan-0-$7,803-
201311$338,967$34,461$34,461iApproximate average salary by contribution assumption: employee only about $861,525 at 4% or $574,350 at 6%; with 50% employer match about $574,350 at 4% or $382,900 at 6%; with 100% employer match about $430,763 at 4% or $287,175 at 6%.
Jones Family Dental Retirement Plan-1$338,967$34,461$34,461iApproximate average salary by contribution assumption: employee only about $861,525 at 4% or $574,350 at 6%; with 50% employer match about $574,350 at 4% or $382,900 at 6%; with 100% employer match about $430,763 at 4% or $287,175 at 6%.
201216$230,793$49,754$8,292iApproximate average salary by contribution assumption: employee only about $207,308 at 4% or $138,206 at 6%; with 50% employer match about $138,206 at 4% or $92,137 at 6%; with 100% employer match about $103,654 at 4% or $69,103 at 6%.
Jones Family Dental Retirement Plan-6$230,793$49,754$8,292iApproximate average salary by contribution assumption: employee only about $207,308 at 4% or $138,206 at 6%; with 50% employer match about $138,206 at 4% or $92,137 at 6%; with 100% employer match about $103,654 at 4% or $69,103 at 6%.
201117$153,102$53,430$7,633iApproximate average salary by contribution assumption: employee only about $190,821 at 4% or $127,214 at 6%; with 50% employer match about $127,214 at 4% or $84,810 at 6%; with 100% employer match about $95,411 at 4% or $63,607 at 6%.
Jones Family Dental Retirement Plan-7$153,102$53,430$7,633iApproximate average salary by contribution assumption: employee only about $190,821 at 4% or $127,214 at 6%; with 50% employer match about $127,214 at 4% or $84,810 at 6%; with 100% employer match about $95,411 at 4% or $63,607 at 6%.
201016$113,513$29,419$4,903iApproximate average salary by contribution assumption: employee only about $122,579 at 4% or $81,719 at 6%; with 50% employer match about $81,719 at 4% or $54,480 at 6%; with 100% employer match about $61,290 at 4% or $40,860 at 6%.
Jones Family Dental Retirement Plan-6$113,513$29,419$4,903iApproximate average salary by contribution assumption: employee only about $122,579 at 4% or $81,719 at 6%; with 50% employer match about $81,719 at 4% or $54,480 at 6%; with 100% employer match about $61,290 at 4% or $40,860 at 6%.
200915$71,456$39,475$7,895iApproximate average salary by contribution assumption: employee only about $197,375 at 4% or $131,583 at 6%; with 50% employer match about $131,583 at 4% or $87,722 at 6%; with 100% employer match about $98,688 at 4% or $65,792 at 6%.
Jones Family Dental Retirement Plan-5$71,456$39,475$7,895iApproximate average salary by contribution assumption: employee only about $197,375 at 4% or $131,583 at 6%; with 50% employer match about $131,583 at 4% or $87,722 at 6%; with 100% employer match about $98,688 at 4% or $65,792 at 6%.
200815$0$0-
Jones Family Dental Retirement Plan-5---