Scott a. Jackson, D.M.D., P.A.
Plan context: Jackson & Joyce Family Dentistry Retirement Plan & Trust
EIN 20-5147925 • Ocala, FL • 18 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
25
2023 Assets
$1,924,461
2023 Contributions
$246,946
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 | 25 | $1,924,461 | $246,946 | $9,878iApproximate average salary by contribution assumption: employee only about $246,946 at 4% or $164,631 at 6%; with 50% employer match about $164,631 at 4% or $109,754 at 6%; with 100% employer match about $123,473 at 4% or $82,315 at 6%. |
| Jackson & Joyce Family Dentistry Retirement Plan & Trust | - | 25 | $1,924,461 | $246,946 | $9,878iApproximate average salary by contribution assumption: employee only about $246,946 at 4% or $164,631 at 6%; with 50% employer match about $164,631 at 4% or $109,754 at 6%; with 100% employer match about $123,473 at 4% or $82,315 at 6%. |
| 2022 | 1 | 28 | $2,792,239 | $246,463 | $8,802iApproximate average salary by contribution assumption: employee only about $220,056 at 4% or $146,704 at 6%; with 50% employer match about $146,704 at 4% or $97,803 at 6%; with 100% employer match about $110,028 at 4% or $73,352 at 6%. |
| Jackson & Joyce Family Dentistry Retirement Plan & Trust | - | 28 | $2,792,239 | $246,463 | $8,802iApproximate average salary by contribution assumption: employee only about $220,056 at 4% or $146,704 at 6%; with 50% employer match about $146,704 at 4% or $97,803 at 6%; with 100% employer match about $110,028 at 4% or $73,352 at 6%. |
| 2021 | 1 | 25 | $3,154,618 | $307,691 | $12,308iApproximate average salary by contribution assumption: employee only about $307,691 at 4% or $205,127 at 6%; with 50% employer match about $205,127 at 4% or $136,752 at 6%; with 100% employer match about $153,846 at 4% or $102,564 at 6%. |
| Jackson & Joyce Family Dentistry Retirement Plan & Trust | - | 25 | $3,154,618 | $307,691 | $12,308iApproximate average salary by contribution assumption: employee only about $307,691 at 4% or $205,127 at 6%; with 50% employer match about $205,127 at 4% or $136,752 at 6%; with 100% employer match about $153,846 at 4% or $102,564 at 6%. |
| 2020 | 1 | 25 | $2,496,161 | $234,345 | $9,374iApproximate average salary by contribution assumption: employee only about $234,345 at 4% or $156,230 at 6%; with 50% employer match about $156,230 at 4% or $104,153 at 6%; with 100% employer match about $117,172 at 4% or $78,115 at 6%. |
| Jackson & Joyce Family Dentistry Retirement Plan & Trust | - | 25 | $2,496,161 | $234,345 | $9,374iApproximate average salary by contribution assumption: employee only about $234,345 at 4% or $156,230 at 6%; with 50% employer match about $156,230 at 4% or $104,153 at 6%; with 100% employer match about $117,172 at 4% or $78,115 at 6%. |
| 2019 | 1 | 23 | $2,099,004 | $223,938 | $9,736iApproximate average salary by contribution assumption: employee only about $243,411 at 4% or $162,274 at 6%; with 50% employer match about $162,274 at 4% or $108,183 at 6%; with 100% employer match about $121,705 at 4% or $81,137 at 6%. |
| Jackson & Joyce Family Dentistry Retirement Plan & Trust | - | 23 | $2,099,004 | $223,938 | $9,736iApproximate average salary by contribution assumption: employee only about $243,411 at 4% or $162,274 at 6%; with 50% employer match about $162,274 at 4% or $108,183 at 6%; with 100% employer match about $121,705 at 4% or $81,137 at 6%. |
| 2018 | 1 | 23 | $1,543,761 | $211,009 | $9,174iApproximate average salary by contribution assumption: employee only about $229,358 at 4% or $152,905 at 6%; with 50% employer match about $152,905 at 4% or $101,937 at 6%; with 100% employer match about $114,679 at 4% or $76,453 at 6%. |
| Jackson & Joyce Family Dentistry Retirement Plan & Trust | - | 23 | $1,543,761 | $211,009 | $9,174iApproximate average salary by contribution assumption: employee only about $229,358 at 4% or $152,905 at 6%; with 50% employer match about $152,905 at 4% or $101,937 at 6%; with 100% employer match about $114,679 at 4% or $76,453 at 6%. |
| 2017 | 1 | 25 | $1,531,031 | $215,919 | $8,637iApproximate average salary by contribution assumption: employee only about $215,919 at 4% or $143,946 at 6%; with 50% employer match about $143,946 at 4% or $95,964 at 6%; with 100% employer match about $107,960 at 4% or $71,973 at 6%. |
| Jackson & Joyce Family Dentistry Retirement Plan & Trust | - | 25 | $1,531,031 | $215,919 | $8,637iApproximate average salary by contribution assumption: employee only about $215,919 at 4% or $143,946 at 6%; with 50% employer match about $143,946 at 4% or $95,964 at 6%; with 100% employer match about $107,960 at 4% or $71,973 at 6%. |
| 2016 | 1 | 22 | $1,114,988 | $197,234 | $8,965iApproximate average salary by contribution assumption: employee only about $224,130 at 4% or $149,420 at 6%; with 50% employer match about $149,420 at 4% or $99,613 at 6%; with 100% employer match about $112,065 at 4% or $74,710 at 6%. |
| Jackson & Joyce Family Dentistry Retirement Plan & Trust | - | 22 | $1,114,988 | $197,234 | $8,965iApproximate average salary by contribution assumption: employee only about $224,130 at 4% or $149,420 at 6%; with 50% employer match about $149,420 at 4% or $99,613 at 6%; with 100% employer match about $112,065 at 4% or $74,710 at 6%. |
| 2015 | 1 | 21 | $954,021 | $209,853 | $9,993iApproximate average salary by contribution assumption: employee only about $249,825 at 4% or $166,550 at 6%; with 50% employer match about $166,550 at 4% or $111,033 at 6%; with 100% employer match about $124,913 at 4% or $83,275 at 6%. |
| Jackson & Joyce Family Dentistry Retirement Plan & Trust | - | 21 | $954,021 | $209,853 | $9,993iApproximate average salary by contribution assumption: employee only about $249,825 at 4% or $166,550 at 6%; with 50% employer match about $166,550 at 4% or $111,033 at 6%; with 100% employer match about $124,913 at 4% or $83,275 at 6%. |
| 2014 | 1 | 19 | $760,130 | $127,121 | $6,691iApproximate average salary by contribution assumption: employee only about $167,264 at 4% or $111,510 at 6%; with 50% employer match about $111,510 at 4% or $74,340 at 6%; with 100% employer match about $83,632 at 4% or $55,755 at 6%. |
| Jackson & Joyce Family Dentistry Retirement Plan & Trust | - | 19 | $760,130 | $127,121 | $6,691iApproximate average salary by contribution assumption: employee only about $167,264 at 4% or $111,510 at 6%; with 50% employer match about $111,510 at 4% or $74,340 at 6%; with 100% employer match about $83,632 at 4% or $55,755 at 6%. |
| 2013 | 1 | 21 | $647,254 | $129,004 | $6,143iApproximate average salary by contribution assumption: employee only about $153,576 at 4% or $102,384 at 6%; with 50% employer match about $102,384 at 4% or $68,256 at 6%; with 100% employer match about $76,788 at 4% or $51,192 at 6%. |
| Jackson & Joyce Family Dentistry Retirement Plan & Trust | - | 21 | $647,254 | $129,004 | $6,143iApproximate average salary by contribution assumption: employee only about $153,576 at 4% or $102,384 at 6%; with 50% employer match about $102,384 at 4% or $68,256 at 6%; with 100% employer match about $76,788 at 4% or $51,192 at 6%. |
| 2012 | 1 | 19 | $453,972 | $112,466 | $5,919iApproximate average salary by contribution assumption: employee only about $147,982 at 4% or $98,654 at 6%; with 50% employer match about $98,654 at 4% or $65,770 at 6%; with 100% employer match about $73,991 at 4% or $49,327 at 6%. |
| Jackson & Joyce Family Dentistry Retirement Plan & Trust | - | 19 | $453,972 | $112,466 | $5,919iApproximate average salary by contribution assumption: employee only about $147,982 at 4% or $98,654 at 6%; with 50% employer match about $98,654 at 4% or $65,770 at 6%; with 100% employer match about $73,991 at 4% or $49,327 at 6%. |
| 2011 | 1 | 17 | $312,917 | $92,598 | $5,447iApproximate average salary by contribution assumption: employee only about $136,174 at 4% or $90,782 at 6%; with 50% employer match about $90,782 at 4% or $60,522 at 6%; with 100% employer match about $68,087 at 4% or $45,391 at 6%. |
| Jackson & Joyce Family Dentistry Retirement Plan & Trust | - | 17 | $312,917 | $92,598 | $5,447iApproximate average salary by contribution assumption: employee only about $136,174 at 4% or $90,782 at 6%; with 50% employer match about $90,782 at 4% or $60,522 at 6%; with 100% employer match about $68,087 at 4% or $45,391 at 6%. |
| 2010 | 1 | 15 | $239,604 | $80,408 | $5,361iApproximate average salary by contribution assumption: employee only about $134,013 at 4% or $89,342 at 6%; with 50% employer match about $89,342 at 4% or $59,561 at 6%; with 100% employer match about $67,007 at 4% or $44,671 at 6%. |
| Jackson & Joyce Family Dentistry Retirement Plan & Trust | - | 15 | $239,604 | $80,408 | $5,361iApproximate average salary by contribution assumption: employee only about $134,013 at 4% or $89,342 at 6%; with 50% employer match about $89,342 at 4% or $59,561 at 6%; with 100% employer match about $67,007 at 4% or $44,671 at 6%. |
| 2009 | 1 | 12 | $152,237 | $67,829 | $5,652iApproximate average salary by contribution assumption: employee only about $141,310 at 4% or $94,207 at 6%; with 50% employer match about $94,207 at 4% or $62,805 at 6%; with 100% employer match about $70,655 at 4% or $47,103 at 6%. |
| Jackson & Joyce Family Dentistry Retirement Plan & Trust | - | 12 | $152,237 | $67,829 | $5,652iApproximate average salary by contribution assumption: employee only about $141,310 at 4% or $94,207 at 6%; with 50% employer match about $94,207 at 4% or $62,805 at 6%; with 100% employer match about $70,655 at 4% or $47,103 at 6%. |
| 2008 | 1 | 11 | $70,576 | $51,225 | $4,657iApproximate average salary by contribution assumption: employee only about $116,420 at 4% or $77,614 at 6%; with 50% employer match about $77,614 at 4% or $51,742 at 6%; with 100% employer match about $58,210 at 4% or $38,807 at 6%. |
| Jackson & Joyce Family Dentistry Retirement Plan & Trust | - | 11 | $70,576 | $51,225 | $4,657iApproximate average salary by contribution assumption: employee only about $116,420 at 4% or $77,614 at 6%; with 50% employer match about $77,614 at 4% or $51,742 at 6%; with 100% employer match about $58,210 at 4% or $38,807 at 6%. |
| 2007 | 1 | 10 | $0 | $0 | - |
| Jackson & Joyce Family Dentistry Retirement Plan & Trust | - | 10 | - | - | - |
| 2006 | 1 | 8 | $6,000 | $6,000 | $750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%. |
| Jackson & Joyce Family Dentistry Retirement Plan & Trust | - | 8 | $6,000 | $6,000 | $750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%. |