Civic Intelligence

Williams, Jones & Associates LLC

Plan context: Williams, Jones & Associates LLC Profit-Sharing Trust

EIN 20-5113875 • New York, NY • 13 filings • 1 plans

717 Fifth Avenue 17th FloorNew York, NY 10022
Current Snapshot

Latest Year

2018

2018 Participants

34

2018 Assets

$7,722,879

2018 Contributions

$930,715

Historical Graphs

Total Assets Over Time

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

$12,577,963$6,288,982$0200620122018YearValue
$7,722,879Latest year 2018

Participants Over Time

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

34170200620122018YearValue
34Latest year 2018

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
2018134$7,722,879$930,715$27,374iApproximate average salary by contribution assumption: employee only about $684,349 at 4% or $456,233 at 6%; with 50% employer match about $456,233 at 4% or $304,155 at 6%; with 100% employer match about $342,175 at 4% or $228,116 at 6%.
Williams, Jones & Associates LLC Profit-Sharing Trust-34$7,722,879$930,715$27,374iApproximate average salary by contribution assumption: employee only about $684,349 at 4% or $456,233 at 6%; with 50% employer match about $456,233 at 4% or $304,155 at 6%; with 100% employer match about $342,175 at 4% or $228,116 at 6%.
2017133$9,421,998$872,770$26,448iApproximate average salary by contribution assumption: employee only about $661,189 at 4% or $440,793 at 6%; with 50% employer match about $440,793 at 4% or $293,862 at 6%; with 100% employer match about $330,595 at 4% or $220,396 at 6%.
Williams, Jones & Associates LLC Profit-Sharing Trust-33$9,421,998$872,770$26,448iApproximate average salary by contribution assumption: employee only about $661,189 at 4% or $440,793 at 6%; with 50% employer match about $440,793 at 4% or $293,862 at 6%; with 100% employer match about $330,595 at 4% or $220,396 at 6%.
2016129$9,851,010$706,615$24,366iApproximate average salary by contribution assumption: employee only about $609,151 at 4% or $406,101 at 6%; with 50% employer match about $406,101 at 4% or $270,734 at 6%; with 100% employer match about $304,575 at 4% or $203,050 at 6%.
Williams, Jones & Associates LLC Profit-Sharing Trust-29$9,851,010$706,615$24,366iApproximate average salary by contribution assumption: employee only about $609,151 at 4% or $406,101 at 6%; with 50% employer match about $406,101 at 4% or $270,734 at 6%; with 100% employer match about $304,575 at 4% or $203,050 at 6%.
2015128$11,169,226$610,751$21,813iApproximate average salary by contribution assumption: employee only about $545,313 at 4% or $363,542 at 6%; with 50% employer match about $363,542 at 4% or $242,362 at 6%; with 100% employer match about $272,657 at 4% or $181,771 at 6%.
Williams, Jones & Associates LLC Profit-Sharing Trust-28$11,169,226$610,751$21,813iApproximate average salary by contribution assumption: employee only about $545,313 at 4% or $363,542 at 6%; with 50% employer match about $363,542 at 4% or $242,362 at 6%; with 100% employer match about $272,657 at 4% or $181,771 at 6%.
2014127$12,338,711$540,824$20,031iApproximate average salary by contribution assumption: employee only about $500,763 at 4% or $333,842 at 6%; with 50% employer match about $333,842 at 4% or $222,561 at 6%; with 100% employer match about $250,381 at 4% or $166,921 at 6%.
Williams, Jones & Associates LLC Profit-Sharing Trust-27$12,338,711$540,824$20,031iApproximate average salary by contribution assumption: employee only about $500,763 at 4% or $333,842 at 6%; with 50% employer match about $333,842 at 4% or $222,561 at 6%; with 100% employer match about $250,381 at 4% or $166,921 at 6%.
2013125$12,577,963$484,898$19,396iApproximate average salary by contribution assumption: employee only about $484,898 at 4% or $323,265 at 6%; with 50% employer match about $323,265 at 4% or $215,510 at 6%; with 100% employer match about $242,449 at 4% or $161,633 at 6%.
Williams, Jones & Associates LLC Profit-Sharing Trust-25$12,577,963$484,898$19,396iApproximate average salary by contribution assumption: employee only about $484,898 at 4% or $323,265 at 6%; with 50% employer match about $323,265 at 4% or $215,510 at 6%; with 100% employer match about $242,449 at 4% or $161,633 at 6%.
2012124$10,399,386$555,699$23,154iApproximate average salary by contribution assumption: employee only about $578,853 at 4% or $385,902 at 6%; with 50% employer match about $385,902 at 4% or $257,268 at 6%; with 100% employer match about $289,427 at 4% or $192,951 at 6%.
Williams, Jones & Associates LLC Profit-Sharing Trust-24$10,399,386$555,699$23,154iApproximate average salary by contribution assumption: employee only about $578,853 at 4% or $385,902 at 6%; with 50% employer match about $385,902 at 4% or $257,268 at 6%; with 100% employer match about $289,427 at 4% or $192,951 at 6%.
2011123$8,875,291$434,418$18,888iApproximate average salary by contribution assumption: employee only about $472,193 at 4% or $314,796 at 6%; with 50% employer match about $314,796 at 4% or $209,864 at 6%; with 100% employer match about $236,097 at 4% or $157,398 at 6%.
Williams, Jones & Associates LLC Profit-Sharing Trust-23$8,875,291$434,418$18,888iApproximate average salary by contribution assumption: employee only about $472,193 at 4% or $314,796 at 6%; with 50% employer match about $314,796 at 4% or $209,864 at 6%; with 100% employer match about $236,097 at 4% or $157,398 at 6%.
2010123$9,517,927$446,225$19,401iApproximate average salary by contribution assumption: employee only about $485,027 at 4% or $323,351 at 6%; with 50% employer match about $323,351 at 4% or $215,568 at 6%; with 100% employer match about $242,514 at 4% or $161,676 at 6%.
Williams, Jones & Associates LLC Profit-Sharing Trust-23$9,517,927$446,225$19,401iApproximate average salary by contribution assumption: employee only about $485,027 at 4% or $323,351 at 6%; with 50% employer match about $323,351 at 4% or $215,568 at 6%; with 100% employer match about $242,514 at 4% or $161,676 at 6%.
2009123$10,295,156$509,050$22,133iApproximate average salary by contribution assumption: employee only about $553,315 at 4% or $368,877 at 6%; with 50% employer match about $368,877 at 4% or $245,918 at 6%; with 100% employer match about $276,658 at 4% or $184,438 at 6%.
Williams, Jones & Associates LLC Profit-Sharing Trust-23$10,295,156$509,050$22,133iApproximate average salary by contribution assumption: employee only about $553,315 at 4% or $368,877 at 6%; with 50% employer match about $368,877 at 4% or $245,918 at 6%; with 100% employer match about $276,658 at 4% or $184,438 at 6%.
2008122$8,699,188$659,649$29,984iApproximate average salary by contribution assumption: employee only about $749,601 at 4% or $499,734 at 6%; with 50% employer match about $499,734 at 4% or $333,156 at 6%; with 100% employer match about $374,801 at 4% or $249,867 at 6%.
Williams, Jones & Associates LLC Profit-Sharing Trust-22$8,699,188$659,649$29,984iApproximate average salary by contribution assumption: employee only about $749,601 at 4% or $499,734 at 6%; with 50% employer match about $499,734 at 4% or $333,156 at 6%; with 100% employer match about $374,801 at 4% or $249,867 at 6%.
2007123$10,527,897$930,094$40,439iApproximate average salary by contribution assumption: employee only about $1,010,972 at 4% or $673,981 at 6%; with 50% employer match about $673,981 at 4% or $449,321 at 6%; with 100% employer match about $505,486 at 4% or $336,991 at 6%.
Williams, Jones & Associates LLC Profit-Sharing Trust-23$10,527,897$930,094$40,439iApproximate average salary by contribution assumption: employee only about $1,010,972 at 4% or $673,981 at 6%; with 50% employer match about $673,981 at 4% or $449,321 at 6%; with 100% employer match about $505,486 at 4% or $336,991 at 6%.
2006123$605,000$605,000$26,304iApproximate average salary by contribution assumption: employee only about $657,609 at 4% or $438,406 at 6%; with 50% employer match about $438,406 at 4% or $292,271 at 6%; with 100% employer match about $328,804 at 4% or $219,203 at 6%.
Williams, Jones & Associates LLC Profit-Sharing Trust-23$605,000$605,000$26,304iApproximate average salary by contribution assumption: employee only about $657,609 at 4% or $438,406 at 6%; with 50% employer match about $438,406 at 4% or $292,271 at 6%; with 100% employer match about $328,804 at 4% or $219,203 at 6%.