Civic Intelligence

B a Jones & Co Inc

Plan context: B a Jones Retirement Plan & Trust

EIN 22-2296005 • 5 filings • 4 plans

Current Snapshot

Latest Year

2003

2003 Participants

2

2003 Assets

$293,045

2003 Contributions

$3,400

Historical Graphs

Total Assets Over Time

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

$293,045$146,523$02000YearValue
$293,045Latest year 2000

Participants Over Time

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

210200020012002YearValue
2Latest year 2002

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
200310$0$0-
B a Jones Retirement Plan & Trust-0---
200212$0$0-
B a Jones Retirement Plan & Trust-2---
200112$0$0-
B a Jones Retirement Plan & Trust-2---
200022$293,045$3,400$1,700iApproximate average salary by contribution assumption: employee only about $42,500 at 4% or $28,333 at 6%; with 50% employer match about $28,333 at 4% or $18,889 at 6%; with 100% employer match about $21,250 at 4% or $14,167 at 6%.
B a Jones Retirement Plan & Trust-2$293,045$3,400$1,700iApproximate average salary by contribution assumption: employee only about $42,500 at 4% or $28,333 at 6%; with 50% employer match about $28,333 at 4% or $18,889 at 6%; with 100% employer match about $21,250 at 4% or $14,167 at 6%.
B a Jones Retirement Plan & Trust-2---
B a Jones & Co Inc | EIN 22-2296005 | 2003 Form 5500 Company Profile