Civic Intelligence

JERRY WILSON PC

Plan context: JERRY WILSON PC 401(K) PROFIT SHARING PLAN & TRUST

EIN 27-0695767 • Atlanta, GA • 6 filings • 1 plans

101 Marietta St NW Ste 3100Atlanta, GA 30303-2731
Current Snapshot

Latest Year

2025

2025 Participants

30

2025 Assets

$601,178

2025 Contributions

$142,304

Historical Graphs

Total Assets Over Time

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

$601,178$300,589$0202120232025YearValue
$601,178Latest year 2025

Participants Over Time

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

30150202120232025YearValue
30Latest 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
2025130$601,178$142,304$4,743iApproximate average salary by contribution assumption: employee only about $118,587 at 4% or $79,058 at 6%; with 50% employer match about $79,058 at 4% or $52,705 at 6%; with 100% employer match about $59,293 at 4% or $39,529 at 6%.
JERRY WILSON PC 401(K) PROFIT SHARING PLAN & TRUST-30$601,178$142,304$4,743iApproximate average salary by contribution assumption: employee only about $118,587 at 4% or $79,058 at 6%; with 50% employer match about $79,058 at 4% or $52,705 at 6%; with 100% employer match about $59,293 at 4% or $39,529 at 6%.
2024126$429,544$154,733$5,951iApproximate average salary by contribution assumption: employee only about $148,782 at 4% or $99,188 at 6%; with 50% employer match about $99,188 at 4% or $66,125 at 6%; with 100% employer match about $74,391 at 4% or $49,594 at 6%.
JERRY WILSON PC 401(K) PROFIT SHARING PLAN & TRUST-26$429,544$154,733$5,951iApproximate average salary by contribution assumption: employee only about $148,782 at 4% or $99,188 at 6%; with 50% employer match about $99,188 at 4% or $66,125 at 6%; with 100% employer match about $74,391 at 4% or $49,594 at 6%.
2023129$275,433$136,573$4,709iApproximate average salary by contribution assumption: employee only about $117,735 at 4% or $78,490 at 6%; with 50% employer match about $78,490 at 4% or $52,327 at 6%; with 100% employer match about $58,868 at 4% or $39,245 at 6%.
JERRY WILSON PC 401(K) PROFIT SHARING PLAN & TRUST-29$275,433$136,573$4,709iApproximate average salary by contribution assumption: employee only about $117,735 at 4% or $78,490 at 6%; with 50% employer match about $78,490 at 4% or $52,327 at 6%; with 100% employer match about $58,868 at 4% or $39,245 at 6%.
2022121$129,445$90,487$4,309iApproximate average salary by contribution assumption: employee only about $107,723 at 4% or $71,815 at 6%; with 50% employer match about $71,815 at 4% or $47,877 at 6%; with 100% employer match about $53,861 at 4% or $35,908 at 6%.
JERRY WILSON PC 401(K) PROFIT SHARING PLAN & TRUST-21$129,445$90,487$4,309iApproximate average salary by contribution assumption: employee only about $107,723 at 4% or $71,815 at 6%; with 50% employer match about $71,815 at 4% or $47,877 at 6%; with 100% employer match about $53,861 at 4% or $35,908 at 6%.
2021116$69,897$67,404$4,213iApproximate average salary by contribution assumption: employee only about $105,319 at 4% or $70,213 at 6%; with 50% employer match about $70,213 at 4% or $46,808 at 6%; with 100% employer match about $52,659 at 4% or $35,106 at 6%.
JERRY WILSON PC 401(K) PROFIT SHARING PLAN & TRUST-16$69,897$67,404$4,213iApproximate average salary by contribution assumption: employee only about $105,319 at 4% or $70,213 at 6%; with 50% employer match about $70,213 at 4% or $46,808 at 6%; with 100% employer match about $52,659 at 4% or $35,106 at 6%.
202010$0$0-
JERRY WILSON PC 401(K) PROFIT SHARING PLAN & TRUST-0$0--