Jon Bell Management Co.
Plan context: Jon Bell Management Co. 401(K) Plan
EIN 31-1611207 • Chillicothe, OH • 18 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
24
2024 Assets
$1,856,513
2024 Contributions
$130,406
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 24 | $1,856,513 | $130,406 | $5,434iApproximate average salary by contribution assumption: employee only about $135,840 at 4% or $90,560 at 6%; with 50% employer match about $90,560 at 4% or $60,373 at 6%; with 100% employer match about $67,920 at 4% or $45,280 at 6%. |
| Jon Bell Management Co. 401(K) Plan | - | 24 | $1,856,513 | $130,406 | $5,434iApproximate average salary by contribution assumption: employee only about $135,840 at 4% or $90,560 at 6%; with 50% employer match about $90,560 at 4% or $60,373 at 6%; with 100% employer match about $67,920 at 4% or $45,280 at 6%. |
| 2023 | 1 | 23 | $1,543,160 | $137,343 | $5,971iApproximate average salary by contribution assumption: employee only about $149,286 at 4% or $99,524 at 6%; with 50% employer match about $99,524 at 4% or $66,349 at 6%; with 100% employer match about $74,643 at 4% or $49,762 at 6%. |
| Jon Bell Management Co. 401(K) Plan | - | 23 | $1,543,160 | $137,343 | $5,971iApproximate average salary by contribution assumption: employee only about $149,286 at 4% or $99,524 at 6%; with 50% employer match about $99,524 at 4% or $66,349 at 6%; with 100% employer match about $74,643 at 4% or $49,762 at 6%. |
| 2022 | 1 | 25 | $1,304,540 | $143,748 | $5,750iApproximate average salary by contribution assumption: employee only about $143,748 at 4% or $95,832 at 6%; with 50% employer match about $95,832 at 4% or $63,888 at 6%; with 100% employer match about $71,874 at 4% or $47,916 at 6%. |
| Jon Bell Management Co. 401(K) Plan | - | 25 | $1,304,540 | $143,748 | $5,750iApproximate average salary by contribution assumption: employee only about $143,748 at 4% or $95,832 at 6%; with 50% employer match about $95,832 at 4% or $63,888 at 6%; with 100% employer match about $71,874 at 4% or $47,916 at 6%. |
| 2021 | 1 | 29 | $1,513,764 | $135,809 | $4,683iApproximate average salary by contribution assumption: employee only about $117,077 at 4% or $78,051 at 6%; with 50% employer match about $78,051 at 4% or $52,034 at 6%; with 100% employer match about $58,538 at 4% or $39,026 at 6%. |
| Jon Bell Management Co. 401(K) Plan | - | 29 | $1,513,764 | $135,809 | $4,683iApproximate average salary by contribution assumption: employee only about $117,077 at 4% or $78,051 at 6%; with 50% employer match about $78,051 at 4% or $52,034 at 6%; with 100% employer match about $58,538 at 4% or $39,026 at 6%. |
| 2020 | 1 | 30 | $1,612,646 | $146,051 | $4,868iApproximate average salary by contribution assumption: employee only about $121,709 at 4% or $81,139 at 6%; with 50% employer match about $81,139 at 4% or $54,093 at 6%; with 100% employer match about $60,855 at 4% or $40,570 at 6%. |
| Jon Bell Management Co. 401(K) Plan | - | 30 | $1,612,646 | $146,051 | $4,868iApproximate average salary by contribution assumption: employee only about $121,709 at 4% or $81,139 at 6%; with 50% employer match about $81,139 at 4% or $54,093 at 6%; with 100% employer match about $60,855 at 4% or $40,570 at 6%. |
| 2019 | 1 | 31 | $1,254,822 | $146,331 | $4,720iApproximate average salary by contribution assumption: employee only about $118,009 at 4% or $78,673 at 6%; with 50% employer match about $78,673 at 4% or $52,448 at 6%; with 100% employer match about $59,004 at 4% or $39,336 at 6%. |
| Jon Bell Management Co. 401(K) Plan | - | 31 | $1,254,822 | $146,331 | $4,720iApproximate average salary by contribution assumption: employee only about $118,009 at 4% or $78,673 at 6%; with 50% employer match about $78,673 at 4% or $52,448 at 6%; with 100% employer match about $59,004 at 4% or $39,336 at 6%. |
| 2018 | 1 | 30 | $907,374 | $131,898 | $4,397iApproximate average salary by contribution assumption: employee only about $109,915 at 4% or $73,277 at 6%; with 50% employer match about $73,277 at 4% or $48,851 at 6%; with 100% employer match about $54,958 at 4% or $36,638 at 6%. |
| Jon Bell Management Co. 401(K) Plan | - | 30 | $907,374 | $131,898 | $4,397iApproximate average salary by contribution assumption: employee only about $109,915 at 4% or $73,277 at 6%; with 50% employer match about $73,277 at 4% or $48,851 at 6%; with 100% employer match about $54,958 at 4% or $36,638 at 6%. |
| 2017 | 1 | 29 | $884,296 | $134,238 | $4,629iApproximate average salary by contribution assumption: employee only about $115,722 at 4% or $77,148 at 6%; with 50% employer match about $77,148 at 4% or $51,432 at 6%; with 100% employer match about $57,861 at 4% or $38,574 at 6%. |
| Jon Bell Management Co. 401(K) Plan | - | 29 | $884,296 | $134,238 | $4,629iApproximate average salary by contribution assumption: employee only about $115,722 at 4% or $77,148 at 6%; with 50% employer match about $77,148 at 4% or $51,432 at 6%; with 100% employer match about $57,861 at 4% or $38,574 at 6%. |
| 2016 | 1 | 30 | $713,355 | $125,515 | $4,184iApproximate average salary by contribution assumption: employee only about $104,596 at 4% or $69,731 at 6%; with 50% employer match about $69,731 at 4% or $46,487 at 6%; with 100% employer match about $52,298 at 4% or $34,865 at 6%. |
| Jon Bell Management Co. 401(K) Plan | - | 30 | $713,355 | $125,515 | $4,184iApproximate average salary by contribution assumption: employee only about $104,596 at 4% or $69,731 at 6%; with 50% employer match about $69,731 at 4% or $46,487 at 6%; with 100% employer match about $52,298 at 4% or $34,865 at 6%. |
| 2015 | 1 | 26 | $554,608 | $111,900 | $4,304iApproximate average salary by contribution assumption: employee only about $107,596 at 4% or $71,731 at 6%; with 50% employer match about $71,731 at 4% or $47,821 at 6%; with 100% employer match about $53,798 at 4% or $35,865 at 6%. |
| Jon Bell Management Co. 401(K) Plan | - | 26 | $554,608 | $111,900 | $4,304iApproximate average salary by contribution assumption: employee only about $107,596 at 4% or $71,731 at 6%; with 50% employer match about $71,731 at 4% or $47,821 at 6%; with 100% employer match about $53,798 at 4% or $35,865 at 6%. |
| 2014 | 1 | 22 | $1,015,891 | $98,832 | $4,492iApproximate average salary by contribution assumption: employee only about $112,309 at 4% or $74,873 at 6%; with 50% employer match about $74,873 at 4% or $49,915 at 6%; with 100% employer match about $56,155 at 4% or $37,436 at 6%. |
| Jon Bell Management Co. 401(K) Plan | - | 22 | $1,015,891 | $98,832 | $4,492iApproximate average salary by contribution assumption: employee only about $112,309 at 4% or $74,873 at 6%; with 50% employer match about $74,873 at 4% or $49,915 at 6%; with 100% employer match about $56,155 at 4% or $37,436 at 6%. |
| 2013 | 1 | 26 | $882,103 | $97,297 | $3,742iApproximate average salary by contribution assumption: employee only about $93,555 at 4% or $62,370 at 6%; with 50% employer match about $62,370 at 4% or $41,580 at 6%; with 100% employer match about $46,777 at 4% or $31,185 at 6%. |
| Jon Bell Management Co. 401(K) Plan | - | 26 | $882,103 | $97,297 | $3,742iApproximate average salary by contribution assumption: employee only about $93,555 at 4% or $62,370 at 6%; with 50% employer match about $62,370 at 4% or $41,580 at 6%; with 100% employer match about $46,777 at 4% or $31,185 at 6%. |
| 2012 | 1 | 23 | $690,727 | $102,968 | $4,477iApproximate average salary by contribution assumption: employee only about $111,922 at 4% or $74,614 at 6%; with 50% employer match about $74,614 at 4% or $49,743 at 6%; with 100% employer match about $55,961 at 4% or $37,307 at 6%. |
| Jon Bell Management Co. 401(K) Plan | - | 23 | $690,727 | $102,968 | $4,477iApproximate average salary by contribution assumption: employee only about $111,922 at 4% or $74,614 at 6%; with 50% employer match about $74,614 at 4% or $49,743 at 6%; with 100% employer match about $55,961 at 4% or $37,307 at 6%. |
| 2011 | 1 | 26 | $552,477 | $112,697 | $4,335iApproximate average salary by contribution assumption: employee only about $108,363 at 4% or $72,242 at 6%; with 50% employer match about $72,242 at 4% or $48,161 at 6%; with 100% employer match about $54,181 at 4% or $36,121 at 6%. |
| Jon Bell Management Co. 401(K) Plan | - | 26 | $552,477 | $112,697 | $4,335iApproximate average salary by contribution assumption: employee only about $108,363 at 4% or $72,242 at 6%; with 50% employer match about $72,242 at 4% or $48,161 at 6%; with 100% employer match about $54,181 at 4% or $36,121 at 6%. |
| 2010 | 1 | 24 | $500,988 | $106,254 | $4,427iApproximate average salary by contribution assumption: employee only about $110,681 at 4% or $73,788 at 6%; with 50% employer match about $73,788 at 4% or $49,192 at 6%; with 100% employer match about $55,341 at 4% or $36,894 at 6%. |
| Jon Bell Management Co. 401(K) Plan | - | 24 | $500,988 | $106,254 | $4,427iApproximate average salary by contribution assumption: employee only about $110,681 at 4% or $73,788 at 6%; with 50% employer match about $73,788 at 4% or $49,192 at 6%; with 100% employer match about $55,341 at 4% or $36,894 at 6%. |
| 2009 | 1 | 22 | $376,773 | $118,040 | $5,365iApproximate average salary by contribution assumption: employee only about $134,136 at 4% or $89,424 at 6%; with 50% employer match about $89,424 at 4% or $59,616 at 6%; with 100% employer match about $67,068 at 4% or $44,712 at 6%. |
| Jon Bell Management Co. 401(K) Plan | - | 22 | $376,773 | $118,040 | $5,365iApproximate average salary by contribution assumption: employee only about $134,136 at 4% or $89,424 at 6%; with 50% employer match about $89,424 at 4% or $59,616 at 6%; with 100% employer match about $67,068 at 4% or $44,712 at 6%. |
| 2008 | 1 | 35 | $216,210 | $174,651 | $4,990iApproximate average salary by contribution assumption: employee only about $124,751 at 4% or $83,167 at 6%; with 50% employer match about $83,167 at 4% or $55,445 at 6%; with 100% employer match about $62,375 at 4% or $41,584 at 6%. |
| Jon Bell Management Co. 401(K) Plan | - | 35 | $216,210 | $174,651 | $4,990iApproximate average salary by contribution assumption: employee only about $124,751 at 4% or $83,167 at 6%; with 50% employer match about $83,167 at 4% or $55,445 at 6%; with 100% employer match about $62,375 at 4% or $41,584 at 6%. |
| 2007 | 1 | 37 | $145,641 | $144,499 | $3,905iApproximate average salary by contribution assumption: employee only about $97,634 at 4% or $65,090 at 6%; with 50% employer match about $65,090 at 4% or $43,393 at 6%; with 100% employer match about $48,817 at 4% or $32,545 at 6%. |
| Jon Bell Management Co. 401(K) Plan | - | 37 | $145,641 | $144,499 | $3,905iApproximate average salary by contribution assumption: employee only about $97,634 at 4% or $65,090 at 6%; with 50% employer match about $65,090 at 4% or $43,393 at 6%; with 100% employer match about $48,817 at 4% or $32,545 at 6%. |