Civic Intelligence

Olga R Jones

Plan context: Olga R Jones 401(K) Profit Sharing Plan & Trust

EIN 26-1703606 • Ojai, CA • 10 filings • 2 plans

1212 N MontgomeryOjai, CA 93023
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,010,816

2024 Contributions

$121,460

Historical Graphs

Total Assets Over Time

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

$2,010,816$1,005,408$0201520202024YearValue
$2,010,816Latest year 2024

Participants Over Time

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

320201520202024YearValue
3Latest year 2024

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
202413$2,010,816$121,460$40,487iApproximate average salary by contribution assumption: employee only about $1,012,167 at 4% or $674,778 at 6%; with 50% employer match about $674,778 at 4% or $449,852 at 6%; with 100% employer match about $506,083 at 4% or $337,389 at 6%.
Olga R Jones 401(K) Profit Sharing Plan & Trust-3$2,010,816$121,460$40,487iApproximate average salary by contribution assumption: employee only about $1,012,167 at 4% or $674,778 at 6%; with 50% employer match about $674,778 at 4% or $449,852 at 6%; with 100% employer match about $506,083 at 4% or $337,389 at 6%.
202313$1,093,948$102,572$34,191iApproximate average salary by contribution assumption: employee only about $854,767 at 4% or $569,844 at 6%; with 50% employer match about $569,844 at 4% or $379,896 at 6%; with 100% employer match about $427,383 at 4% or $284,922 at 6%.
Olga R Jones 401(K) Profit Sharing Plan & Trust-3$1,093,948$102,572$34,191iApproximate average salary by contribution assumption: employee only about $854,767 at 4% or $569,844 at 6%; with 50% employer match about $569,844 at 4% or $379,896 at 6%; with 100% employer match about $427,383 at 4% or $284,922 at 6%.
202212$635,281$91,983$45,992iApproximate average salary by contribution assumption: employee only about $1,149,788 at 4% or $766,525 at 6%; with 50% employer match about $766,525 at 4% or $511,017 at 6%; with 100% employer match about $574,894 at 4% or $383,263 at 6%.
Olga R Jones 401(K) Profit Sharing Plan & Trust-2$635,281$91,983$45,992iApproximate average salary by contribution assumption: employee only about $1,149,788 at 4% or $766,525 at 6%; with 50% employer match about $766,525 at 4% or $511,017 at 6%; with 100% employer match about $574,894 at 4% or $383,263 at 6%.
202113$868,897$98,679$32,893iApproximate average salary by contribution assumption: employee only about $822,325 at 4% or $548,217 at 6%; with 50% employer match about $548,217 at 4% or $365,478 at 6%; with 100% employer match about $411,163 at 4% or $274,108 at 6%.
Olga R Jones 401(K) Profit Sharing Plan & Trust-3$868,897$98,679$32,893iApproximate average salary by contribution assumption: employee only about $822,325 at 4% or $548,217 at 6%; with 50% employer match about $548,217 at 4% or $365,478 at 6%; with 100% employer match about $411,163 at 4% or $274,108 at 6%.
202013$604,035$71,040$23,680iApproximate average salary by contribution assumption: employee only about $592,000 at 4% or $394,667 at 6%; with 50% employer match about $394,667 at 4% or $263,111 at 6%; with 100% employer match about $296,000 at 4% or $197,333 at 6%.
Olga R Jones 401(K) Profit Sharing Plan & Trust-3$604,035$71,040$23,680iApproximate average salary by contribution assumption: employee only about $592,000 at 4% or $394,667 at 6%; with 50% employer match about $394,667 at 4% or $263,111 at 6%; with 100% employer match about $296,000 at 4% or $197,333 at 6%.
201913$282,373$66,439$22,146iApproximate average salary by contribution assumption: employee only about $553,658 at 4% or $369,106 at 6%; with 50% employer match about $369,106 at 4% or $246,070 at 6%; with 100% employer match about $276,829 at 4% or $184,553 at 6%.
Olga R Jones 401(K) Profit Sharing Plan & Trust-3$282,373$66,439$22,146iApproximate average salary by contribution assumption: employee only about $553,658 at 4% or $369,106 at 6%; with 50% employer match about $369,106 at 4% or $246,070 at 6%; with 100% employer match about $276,829 at 4% or $184,553 at 6%.
201813$172,192$69,232$23,077iApproximate average salary by contribution assumption: employee only about $576,933 at 4% or $384,622 at 6%; with 50% employer match about $384,622 at 4% or $256,415 at 6%; with 100% employer match about $288,467 at 4% or $192,311 at 6%.
Olga R Jones 401(K) Profit Sharing Plan & Trust-3$172,192$69,232$23,077iApproximate average salary by contribution assumption: employee only about $576,933 at 4% or $384,622 at 6%; with 50% employer match about $384,622 at 4% or $256,415 at 6%; with 100% employer match about $288,467 at 4% or $192,311 at 6%.
201713$124,956$62,091$20,697iApproximate average salary by contribution assumption: employee only about $517,425 at 4% or $344,950 at 6%; with 50% employer match about $344,950 at 4% or $229,967 at 6%; with 100% employer match about $258,713 at 4% or $172,475 at 6%.
Olga R Jones 401(K) Profit Sharing Plan & Trust-3$124,956$62,091$20,697iApproximate average salary by contribution assumption: employee only about $517,425 at 4% or $344,950 at 6%; with 50% employer match about $344,950 at 4% or $229,967 at 6%; with 100% employer match about $258,713 at 4% or $172,475 at 6%.
201613$62,301$62,146$20,715iApproximate average salary by contribution assumption: employee only about $517,883 at 4% or $345,256 at 6%; with 50% employer match about $345,256 at 4% or $230,170 at 6%; with 100% employer match about $258,942 at 4% or $172,628 at 6%.
Olga R Jones 401(K) Profit Sharing Plan & Trust-3$62,301$62,146$20,715iApproximate average salary by contribution assumption: employee only about $517,883 at 4% or $345,256 at 6%; with 50% employer match about $345,256 at 4% or $230,170 at 6%; with 100% employer match about $258,942 at 4% or $172,628 at 6%.
201511$167$167$167iApproximate average salary by contribution assumption: employee only about $4,175 at 4% or $2,783 at 6%; with 50% employer match about $2,783 at 4% or $1,856 at 6%; with 100% employer match about $2,088 at 4% or $1,392 at 6%.
Olga R Jones 401(K) Profit Sharing Plan & Trust-1$167$167$167iApproximate average salary by contribution assumption: employee only about $4,175 at 4% or $2,783 at 6%; with 50% employer match about $2,783 at 4% or $1,856 at 6%; with 100% employer match about $2,088 at 4% or $1,392 at 6%.