Robert J. Jackson & Associates Inc.
Plan context: Robert J. Jackson & Associates Inc. Retirement Plan
EIN 33-0991762 • Irvine, CA • 14 filings • 2 plans
Current Snapshot
Latest Year
2015
2015 Participants
27
2015 Assets
$1,817,697
2015 Contributions
$248,977
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $0 | - |
| Robert J. Jackson & Associates Inc. Retirement Plan | - | 0 | $0 | - | - |
| 2014 | 1 | 27 | $1,817,697 | $0 | - |
| Robert J. Jackson & Associates Inc. Retirement Plan | - | 27 | $1,817,697 | - | - |
| 2013 | 1 | 53 | $1,858,929 | $0 | - |
| Robert J. Jackson & Associates Inc. Retirement Plan | - | 53 | $1,858,929 | - | - |
| 2012 | 1 | 57 | $1,699,902 | $0 | - |
| Robert J. Jackson & Associates Inc. Retirement Plan | - | 57 | $1,699,902 | - | - |
| 2011 | 1 | 58 | $1,505,504 | $0 | - |
| Robert J. Jackson & Associates Inc. Retirement Plan | - | 58 | $1,505,504 | - | - |
| 2010 | 1 | 71 | $1,559,596 | $248,977 | $3,507iApproximate average salary by contribution assumption: employee only about $87,668 at 4% or $58,445 at 6%; with 50% employer match about $58,445 at 4% or $38,964 at 6%; with 100% employer match about $43,834 at 4% or $29,223 at 6%. |
| Robert J. Jackson & Associates Inc. Retirement Plan | - | 71 | $1,559,596 | $248,977 | $3,507iApproximate average salary by contribution assumption: employee only about $87,668 at 4% or $58,445 at 6%; with 50% employer match about $58,445 at 4% or $38,964 at 6%; with 100% employer match about $43,834 at 4% or $29,223 at 6%. |
| 2009 | 1 | 31 | $1,168,333 | $198,696 | $6,410iApproximate average salary by contribution assumption: employee only about $160,239 at 4% or $106,826 at 6%; with 50% employer match about $106,826 at 4% or $71,217 at 6%; with 100% employer match about $80,119 at 4% or $53,413 at 6%. |
| Robert J. Jackson & Associates Inc. Retirement Plan | - | 31 | $1,168,333 | $198,696 | $6,410iApproximate average salary by contribution assumption: employee only about $160,239 at 4% or $106,826 at 6%; with 50% employer match about $106,826 at 4% or $71,217 at 6%; with 100% employer match about $80,119 at 4% or $53,413 at 6%. |
| 2008 | 1 | 10 | $776,921 | $139,157 | $13,916iApproximate average salary by contribution assumption: employee only about $347,893 at 4% or $231,928 at 6%; with 50% employer match about $231,928 at 4% or $154,619 at 6%; with 100% employer match about $173,946 at 4% or $115,964 at 6%. |
| Robert J. Jackson & Associates Inc. Retirement Plan | - | 10 | $776,921 | $139,157 | $13,916iApproximate average salary by contribution assumption: employee only about $347,893 at 4% or $231,928 at 6%; with 50% employer match about $231,928 at 4% or $154,619 at 6%; with 100% employer match about $173,946 at 4% or $115,964 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| Robert J. Jackson & Associates Inc. Retirement Plan | - | 6 | - | - | - |
| 2006 | 1 | 6 | $581,664 | $0 | - |
| Robert J. Jackson & Associates Inc. Retirement Plan | - | 6 | $581,664 | - | - |
| 2005 | 1 | 5 | $532,561 | $0 | - |
| Robert J. Jackson & Associates Inc. Retirement Plan | - | 5 | $532,561 | - | - |
| 2004 | 1 | 11 | $512,725 | $0 | - |
| Robert J. Jackson & Associates Inc. Retirement Plan | - | 11 | $512,725 | - | - |
| 2003 | 1 | 12 | $468,033 | $75,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| Robert J. Jackson & Associates Inc. Retirement Plan | - | 12 | $468,033 | $75,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2002 | 1 | 11 | $325,704 | $68,639 | $6,240iApproximate average salary by contribution assumption: employee only about $155,998 at 4% or $103,998 at 6%; with 50% employer match about $103,998 at 4% or $69,332 at 6%; with 100% employer match about $77,999 at 4% or $51,999 at 6%. |
| Robert J. Jackson & Associates Inc. Retirement Plan | - | 11 | $325,704 | $68,639 | $6,240iApproximate average salary by contribution assumption: employee only about $155,998 at 4% or $103,998 at 6%; with 50% employer match about $103,998 at 4% or $69,332 at 6%; with 100% employer match about $77,999 at 4% or $51,999 at 6%. |