Jones Covey Group
Plan context: Jones/Covey Group Inc. 401(K) Plan
EIN 33-0972369 • Rancho Cucamonga, CA • 15 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
214
2024 Assets
$4,788,318
2024 Contributions
$1,735,538
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 | 3 | 214 | $4,788,318 | $1,735,538 | $8,110iApproximate average salary by contribution assumption: employee only about $202,750 at 4% or $135,167 at 6%; with 50% employer match about $135,167 at 4% or $90,111 at 6%; with 100% employer match about $101,375 at 4% or $67,583 at 6%. |
| Jones/Covey Group Inc. 401(K) Plan | - | 214 | $4,788,318 | $1,668,823 | $7,798iApproximate average salary by contribution assumption: employee only about $194,956 at 4% or $129,971 at 6%; with 50% employer match about $129,971 at 4% or $86,647 at 6%; with 100% employer match about $97,478 at 4% or $64,985 at 6%. |
| Jones Covey Group Health and Welfare Plan | - | 182 | - | - | - |
| Jones/Covey Group Inc. 401(K) Plan | - | 0 | - | $66,715 | - |
| 2023 | 2 | 191 | $3,926,796 | $776,808 | $4,067iApproximate average salary by contribution assumption: employee only about $101,676 at 4% or $67,784 at 6%; with 50% employer match about $67,784 at 4% or $45,190 at 6%; with 100% employer match about $50,838 at 4% or $33,892 at 6%. |
| Jones/Covey Group Inc. 401(K) Plan | - | 191 | $3,926,796 | $776,808 | $4,067iApproximate average salary by contribution assumption: employee only about $101,676 at 4% or $67,784 at 6%; with 50% employer match about $67,784 at 4% or $45,190 at 6%; with 100% employer match about $50,838 at 4% or $33,892 at 6%. |
| Jones Covey Group Health and Welfare Plan | - | 177 | - | - | - |
| 2022 | 2 | 177 | $3,370,142 | $824,057 | $4,656iApproximate average salary by contribution assumption: employee only about $116,392 at 4% or $77,595 at 6%; with 50% employer match about $77,595 at 4% or $51,730 at 6%; with 100% employer match about $58,196 at 4% or $38,797 at 6%. |
| Jones/Covey Group Inc. 401(K) Plan | - | 177 | $3,370,142 | $824,057 | $4,656iApproximate average salary by contribution assumption: employee only about $116,392 at 4% or $77,595 at 6%; with 50% employer match about $77,595 at 4% or $51,730 at 6%; with 100% employer match about $58,196 at 4% or $38,797 at 6%. |
| Jones Covey Group Health and Welfare Plan | - | 172 | - | - | - |
| 2021 | 2 | 160 | $3,202,531 | $745,623 | $4,660iApproximate average salary by contribution assumption: employee only about $116,504 at 4% or $77,669 at 6%; with 50% employer match about $77,669 at 4% or $51,779 at 6%; with 100% employer match about $58,252 at 4% or $38,835 at 6%. |
| Jones/Covey Group Inc. 401(K) Plan | - | 149 | $3,202,531 | $745,623 | $5,004iApproximate average salary by contribution assumption: employee only about $125,105 at 4% or $83,403 at 6%; with 50% employer match about $83,403 at 4% or $55,602 at 6%; with 100% employer match about $62,552 at 4% or $41,702 at 6%. |
| Jones Covey Group Health and Welfare Plan | - | 160 | - | - | - |
| 2020 | 2 | 145 | $2,283,311 | $631,766 | $4,357iApproximate average salary by contribution assumption: employee only about $108,925 at 4% or $72,617 at 6%; with 50% employer match about $72,617 at 4% or $48,411 at 6%; with 100% employer match about $54,463 at 4% or $36,308 at 6%. |
| Jones/Covey Group Inc. 401(K) Plan | - | 145 | $2,283,311 | $631,766 | $4,357iApproximate average salary by contribution assumption: employee only about $108,925 at 4% or $72,617 at 6%; with 50% employer match about $72,617 at 4% or $48,411 at 6%; with 100% employer match about $54,463 at 4% or $36,308 at 6%. |
| Jones Covey Group Health and Welfare Plan | - | 143 | - | - | - |
| 2019 | 2 | 143 | $1,522,665 | $622,171 | $4,351iApproximate average salary by contribution assumption: employee only about $108,771 at 4% or $72,514 at 6%; with 50% employer match about $72,514 at 4% or $48,343 at 6%; with 100% employer match about $54,386 at 4% or $36,257 at 6%. |
| Jones/Covey Group Inc. 401(K) Plan | - | 143 | $1,522,665 | $622,171 | $4,351iApproximate average salary by contribution assumption: employee only about $108,771 at 4% or $72,514 at 6%; with 50% employer match about $72,514 at 4% or $48,343 at 6%; with 100% employer match about $54,386 at 4% or $36,257 at 6%. |
| Jones Covey Group Health and Welfare Plan | - | 141 | - | - | - |
| 2018 | 1 | 109 | $804,410 | $506,061 | $4,643iApproximate average salary by contribution assumption: employee only about $116,069 at 4% or $77,379 at 6%; with 50% employer match about $77,379 at 4% or $51,586 at 6%; with 100% employer match about $58,035 at 4% or $38,690 at 6%. |
| Jones/Covey Group Inc. 401(K) Plan | - | 109 | $804,410 | $506,061 | $4,643iApproximate average salary by contribution assumption: employee only about $116,069 at 4% or $77,379 at 6%; with 50% employer match about $77,379 at 4% or $51,586 at 6%; with 100% employer match about $58,035 at 4% or $38,690 at 6%. |
| 2017 | 1 | 39 | $386,089 | $365,160 | $9,363iApproximate average salary by contribution assumption: employee only about $234,077 at 4% or $156,051 at 6%; with 50% employer match about $156,051 at 4% or $104,034 at 6%; with 100% employer match about $117,038 at 4% or $78,026 at 6%. |
| Jones/Covey Group Inc. 401(K) Plan | - | 39 | $386,089 | $365,160 | $9,363iApproximate average salary by contribution assumption: employee only about $234,077 at 4% or $156,051 at 6%; with 50% employer match about $156,051 at 4% or $104,034 at 6%; with 100% employer match about $117,038 at 4% or $78,026 at 6%. |