Civic Intelligence

The Rees-Jones Foundation

Plan context: Rees-Jones Foundation 401(K) Plan

EIN 20-5132900 • Dallas, TX • 19 filings • 2 plans

View Related Profile

8111 Westchester DriveSuite 950Dallas, TX 75225
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$4,872,755

2025 Contributions

$386,141

Historical Graphs

Total Assets Over Time

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

$4,872,755$2,436,378$0200820172025YearValue
$4,872,755Latest year 2025

Participants Over Time

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

20100200720162025YearValue
16Latest year 2025

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
2025116$4,872,755$386,141$24,134iApproximate average salary by contribution assumption: employee only about $603,345 at 4% or $402,230 at 6%; with 50% employer match about $402,230 at 4% or $268,153 at 6%; with 100% employer match about $301,673 at 4% or $201,115 at 6%.
Rees-Jones Foundation 401(K) Plan-16$4,872,755$386,141$24,134iApproximate average salary by contribution assumption: employee only about $603,345 at 4% or $402,230 at 6%; with 50% employer match about $402,230 at 4% or $268,153 at 6%; with 100% employer match about $301,673 at 4% or $201,115 at 6%.
2024118$4,351,395$386,476$21,471iApproximate average salary by contribution assumption: employee only about $536,772 at 4% or $357,848 at 6%; with 50% employer match about $357,848 at 4% or $238,565 at 6%; with 100% employer match about $268,386 at 4% or $178,924 at 6%.
Rees-Jones Foundation 401(K) Plan-18$4,351,395$386,476$21,471iApproximate average salary by contribution assumption: employee only about $536,772 at 4% or $357,848 at 6%; with 50% employer match about $357,848 at 4% or $238,565 at 6%; with 100% employer match about $268,386 at 4% or $178,924 at 6%.
2023120$3,474,573$347,567$17,378iApproximate average salary by contribution assumption: employee only about $434,459 at 4% or $289,639 at 6%; with 50% employer match about $289,639 at 4% or $193,093 at 6%; with 100% employer match about $217,229 at 4% or $144,820 at 6%.
Rees-Jones Foundation 401(K) Plan-20$3,474,573$347,567$17,378iApproximate average salary by contribution assumption: employee only about $434,459 at 4% or $289,639 at 6%; with 50% employer match about $289,639 at 4% or $193,093 at 6%; with 100% employer match about $217,229 at 4% or $144,820 at 6%.
2022115$2,820,713$280,396$18,693iApproximate average salary by contribution assumption: employee only about $467,327 at 4% or $311,551 at 6%; with 50% employer match about $311,551 at 4% or $207,701 at 6%; with 100% employer match about $233,663 at 4% or $155,776 at 6%.
Rees-Jones Foundation 401(K) Plan-15$2,820,713$280,396$18,693iApproximate average salary by contribution assumption: employee only about $467,327 at 4% or $311,551 at 6%; with 50% employer match about $311,551 at 4% or $207,701 at 6%; with 100% employer match about $233,663 at 4% or $155,776 at 6%.
2021116$3,333,403$325,053$20,316iApproximate average salary by contribution assumption: employee only about $507,895 at 4% or $338,597 at 6%; with 50% employer match about $338,597 at 4% or $225,731 at 6%; with 100% employer match about $253,948 at 4% or $169,298 at 6%.
Rees-Jones Foundation 401(K) Plan-16$3,333,403$325,053$20,316iApproximate average salary by contribution assumption: employee only about $507,895 at 4% or $338,597 at 6%; with 50% employer match about $338,597 at 4% or $225,731 at 6%; with 100% employer match about $253,948 at 4% or $169,298 at 6%.
2020116$2,560,736$280,793$17,550iApproximate average salary by contribution assumption: employee only about $438,739 at 4% or $292,493 at 6%; with 50% employer match about $292,493 at 4% or $194,995 at 6%; with 100% employer match about $219,370 at 4% or $146,246 at 6%.
Rees-Jones Foundation 401(K) Plan-16$2,560,736$280,793$17,550iApproximate average salary by contribution assumption: employee only about $438,739 at 4% or $292,493 at 6%; with 50% employer match about $292,493 at 4% or $194,995 at 6%; with 100% employer match about $219,370 at 4% or $146,246 at 6%.
2019114$1,915,379$244,755$17,483iApproximate average salary by contribution assumption: employee only about $437,063 at 4% or $291,375 at 6%; with 50% employer match about $291,375 at 4% or $194,250 at 6%; with 100% employer match about $218,531 at 4% or $145,688 at 6%.
Rees-Jones Foundation 401(K) Plan-14$1,915,379$244,755$17,483iApproximate average salary by contribution assumption: employee only about $437,063 at 4% or $291,375 at 6%; with 50% employer match about $291,375 at 4% or $194,250 at 6%; with 100% employer match about $218,531 at 4% or $145,688 at 6%.
2018113$1,357,265$229,509$17,655iApproximate average salary by contribution assumption: employee only about $441,363 at 4% or $294,242 at 6%; with 50% employer match about $294,242 at 4% or $196,162 at 6%; with 100% employer match about $220,682 at 4% or $147,121 at 6%.
Rees-Jones Foundation 401(K) Plan-13$1,357,265$229,509$17,655iApproximate average salary by contribution assumption: employee only about $441,363 at 4% or $294,242 at 6%; with 50% employer match about $294,242 at 4% or $196,162 at 6%; with 100% employer match about $220,682 at 4% or $147,121 at 6%.
2017112$1,229,534$242,941$20,245iApproximate average salary by contribution assumption: employee only about $506,127 at 4% or $337,418 at 6%; with 50% employer match about $337,418 at 4% or $224,945 at 6%; with 100% employer match about $253,064 at 4% or $168,709 at 6%.
Rees-Jones Foundation 401(K) Plan-12$1,229,534$242,941$20,245iApproximate average salary by contribution assumption: employee only about $506,127 at 4% or $337,418 at 6%; with 50% employer match about $337,418 at 4% or $224,945 at 6%; with 100% employer match about $253,064 at 4% or $168,709 at 6%.
2016110$829,704$171,093$17,109iApproximate average salary by contribution assumption: employee only about $427,733 at 4% or $285,155 at 6%; with 50% employer match about $285,155 at 4% or $190,103 at 6%; with 100% employer match about $213,866 at 4% or $142,578 at 6%.
Rees-Jones Foundation 401(K) Plan-10$829,704$171,093$17,109iApproximate average salary by contribution assumption: employee only about $427,733 at 4% or $285,155 at 6%; with 50% employer match about $285,155 at 4% or $190,103 at 6%; with 100% employer match about $213,866 at 4% or $142,578 at 6%.
201518$628,240$140,962$17,620iApproximate average salary by contribution assumption: employee only about $440,506 at 4% or $293,671 at 6%; with 50% employer match about $293,671 at 4% or $195,781 at 6%; with 100% employer match about $220,253 at 4% or $146,835 at 6%.
Rees-Jones Foundation 401(K) Plan-8$628,240$140,962$17,620iApproximate average salary by contribution assumption: employee only about $440,506 at 4% or $293,671 at 6%; with 50% employer match about $293,671 at 4% or $195,781 at 6%; with 100% employer match about $220,253 at 4% or $146,835 at 6%.
201418$528,883$133,184$16,648iApproximate average salary by contribution assumption: employee only about $416,200 at 4% or $277,467 at 6%; with 50% employer match about $277,467 at 4% or $184,978 at 6%; with 100% employer match about $208,100 at 4% or $138,733 at 6%.
Rees-Jones Foundation 401(K) Plan-8$528,883$133,184$16,648iApproximate average salary by contribution assumption: employee only about $416,200 at 4% or $277,467 at 6%; with 50% employer match about $277,467 at 4% or $184,978 at 6%; with 100% employer match about $208,100 at 4% or $138,733 at 6%.
201317$424,965$66,675$9,525iApproximate average salary by contribution assumption: employee only about $238,125 at 4% or $158,750 at 6%; with 50% employer match about $158,750 at 4% or $105,833 at 6%; with 100% employer match about $119,063 at 4% or $79,375 at 6%.
Rees-Jones Foundation 401(K) Plan-7$424,965$66,675$9,525iApproximate average salary by contribution assumption: employee only about $238,125 at 4% or $158,750 at 6%; with 50% employer match about $158,750 at 4% or $105,833 at 6%; with 100% employer match about $119,063 at 4% or $79,375 at 6%.
201217$287,688$65,155$9,308iApproximate average salary by contribution assumption: employee only about $232,696 at 4% or $155,131 at 6%; with 50% employer match about $155,131 at 4% or $103,421 at 6%; with 100% employer match about $116,348 at 4% or $77,565 at 6%.
Rees-Jones Foundation 401(K) Plan-7$287,688$65,155$9,308iApproximate average salary by contribution assumption: employee only about $232,696 at 4% or $155,131 at 6%; with 50% employer match about $155,131 at 4% or $103,421 at 6%; with 100% employer match about $116,348 at 4% or $77,565 at 6%.
201115$194,321$60,685$12,137iApproximate average salary by contribution assumption: employee only about $303,425 at 4% or $202,283 at 6%; with 50% employer match about $202,283 at 4% or $134,856 at 6%; with 100% employer match about $151,713 at 4% or $101,142 at 6%.
Rees-Jones Foundation 401(K) Plan-5$194,321$60,685$12,137iApproximate average salary by contribution assumption: employee only about $303,425 at 4% or $202,283 at 6%; with 50% employer match about $202,283 at 4% or $134,856 at 6%; with 100% employer match about $151,713 at 4% or $101,142 at 6%.
201015$133,203$37,816$7,563iApproximate average salary by contribution assumption: employee only about $189,080 at 4% or $126,053 at 6%; with 50% employer match about $126,053 at 4% or $84,036 at 6%; with 100% employer match about $94,540 at 4% or $63,027 at 6%.
Rees-Jones Foundation 401(K) Plan-5$133,203$37,816$7,563iApproximate average salary by contribution assumption: employee only about $189,080 at 4% or $126,053 at 6%; with 50% employer match about $126,053 at 4% or $84,036 at 6%; with 100% employer match about $94,540 at 4% or $63,027 at 6%.
200915$80,862$33,776$6,755iApproximate average salary by contribution assumption: employee only about $168,880 at 4% or $112,587 at 6%; with 50% employer match about $112,587 at 4% or $75,058 at 6%; with 100% employer match about $84,440 at 4% or $56,293 at 6%.
Rees-Jones Foundation 401(K) Plan-5$80,862$33,776$6,755iApproximate average salary by contribution assumption: employee only about $168,880 at 4% or $112,587 at 6%; with 50% employer match about $112,587 at 4% or $75,058 at 6%; with 100% employer match about $84,440 at 4% or $56,293 at 6%.
200815$33,183$32,152$6,430iApproximate average salary by contribution assumption: employee only about $160,760 at 4% or $107,173 at 6%; with 50% employer match about $107,173 at 4% or $71,449 at 6%; with 100% employer match about $80,380 at 4% or $53,587 at 6%.
Rees-Jones Foundation 401(K) Plan-5$33,183$32,152$6,430iApproximate average salary by contribution assumption: employee only about $160,760 at 4% or $107,173 at 6%; with 50% employer match about $107,173 at 4% or $71,449 at 6%; with 100% employer match about $80,380 at 4% or $53,587 at 6%.
200714$0$0-
Rees-Jones Foundation 401(K) Plan-4---