Jones Wealth Advisors LLC
Plan context: Jones Wealth Advisors LLC 401K Plan
EIN 27-1340853 • 6 filings • 1 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$103,106
2023 Contributions
$102,370
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 | 1 | $103,106 | $0 | - |
| Jones Wealth Advisors LLC 401K Plan | - | 1 | $103,106 | - | - |
| 2022 | 1 | 2 | $2,592,181 | $102,370 | $51,185iApproximate average salary by contribution assumption: employee only about $1,279,625 at 4% or $853,083 at 6%; with 50% employer match about $853,083 at 4% or $568,722 at 6%; with 100% employer match about $639,813 at 4% or $426,542 at 6%. |
| Jones Wealth Advisors LLC 401K Plan | - | 2 | $2,592,181 | $102,370 | $51,185iApproximate average salary by contribution assumption: employee only about $1,279,625 at 4% or $853,083 at 6%; with 50% employer match about $853,083 at 4% or $568,722 at 6%; with 100% employer match about $639,813 at 4% or $426,542 at 6%. |
| 2021 | 1 | 2 | $2,783,979 | $28,615 | $14,308iApproximate average salary by contribution assumption: employee only about $357,688 at 4% or $238,458 at 6%; with 50% employer match about $238,458 at 4% or $158,972 at 6%; with 100% employer match about $178,844 at 4% or $119,229 at 6%. |
| Jones Wealth Advisors LLC 401K Plan | - | 2 | $2,783,979 | $28,615 | $14,308iApproximate average salary by contribution assumption: employee only about $357,688 at 4% or $238,458 at 6%; with 50% employer match about $238,458 at 4% or $158,972 at 6%; with 100% employer match about $178,844 at 4% or $119,229 at 6%. |
| 2020 | 1 | 2 | $2,290,541 | $55,952 | $27,976iApproximate average salary by contribution assumption: employee only about $699,400 at 4% or $466,267 at 6%; with 50% employer match about $466,267 at 4% or $310,844 at 6%; with 100% employer match about $349,700 at 4% or $233,133 at 6%. |
| Jones Wealth Advisors LLC 401K Plan | - | 2 | $2,290,541 | $55,952 | $27,976iApproximate average salary by contribution assumption: employee only about $699,400 at 4% or $466,267 at 6%; with 50% employer match about $466,267 at 4% or $310,844 at 6%; with 100% employer match about $349,700 at 4% or $233,133 at 6%. |
| 2019 | 1 | 2 | $2,114,627 | $35,170 | $17,585iApproximate average salary by contribution assumption: employee only about $439,625 at 4% or $293,083 at 6%; with 50% employer match about $293,083 at 4% or $195,389 at 6%; with 100% employer match about $219,813 at 4% or $146,542 at 6%. |
| Jones Wealth Advisors LLC 401K Plan | - | 2 | $2,114,627 | $35,170 | $17,585iApproximate average salary by contribution assumption: employee only about $439,625 at 4% or $293,083 at 6%; with 50% employer match about $293,083 at 4% or $195,389 at 6%; with 100% employer match about $219,813 at 4% or $146,542 at 6%. |
| 2018 | 1 | 2 | $1,772,186 | $76,000 | $38,000iApproximate average salary by contribution assumption: employee only about $950,000 at 4% or $633,333 at 6%; with 50% employer match about $633,333 at 4% or $422,222 at 6%; with 100% employer match about $475,000 at 4% or $316,667 at 6%. |
| Jones Wealth Advisors LLC 401K Plan | - | 2 | $1,772,186 | $76,000 | $38,000iApproximate average salary by contribution assumption: employee only about $950,000 at 4% or $633,333 at 6%; with 50% employer match about $633,333 at 4% or $422,222 at 6%; with 100% employer match about $475,000 at 4% or $316,667 at 6%. |