JAMESON, INC.
Plan context: TAX DEFERRED ANNUITY PLAN OF JAMESON, INC.
EIN 35-1156756 • Indianapolis, IN • 15 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$727,163
2024 Contributions
$59,157
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 | 2 | 4 | $727,163 | $59,157 | $14,789iApproximate average salary by contribution assumption: employee only about $369,731 at 4% or $246,488 at 6%; with 50% employer match about $246,488 at 4% or $164,325 at 6%; with 100% employer match about $184,866 at 4% or $123,244 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF JAMESON, INC. | - | 4 | $387,982 | $1,150 | $288iApproximate average salary by contribution assumption: employee only about $7,188 at 4% or $4,792 at 6%; with 50% employer match about $4,792 at 4% or $3,194 at 6%; with 100% employer match about $3,594 at 4% or $2,396 at 6%. |
| JAMESON, INC. 403(B) PLAN | - | 3 | $339,181 | $58,007 | $19,336iApproximate average salary by contribution assumption: employee only about $483,392 at 4% or $322,261 at 6%; with 50% employer match about $322,261 at 4% or $214,841 at 6%; with 100% employer match about $241,696 at 4% or $161,131 at 6%. |
| 2023 | 1 | 3 | $231,553 | $0 | - |
| TAX DEFERRED ANNUITY PLAN OF JAMESON, INC. | - | 3 | $231,553 | $0 | - |
| 2022 | 1 | 4 | $336,636 | $0 | - |
| TAX DEFERRED ANNUITY PLAN OF JAMESON, INC. | - | 4 | $336,636 | $0 | - |
| 2020 | 1 | 6 | $349,802 | $3,250 | $542iApproximate average salary by contribution assumption: employee only about $13,542 at 4% or $9,028 at 6%; with 50% employer match about $9,028 at 4% or $6,019 at 6%; with 100% employer match about $6,771 at 4% or $4,514 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF JAMESON, INC. | - | 6 | $349,802 | $3,250 | $542iApproximate average salary by contribution assumption: employee only about $13,542 at 4% or $9,028 at 6%; with 50% employer match about $9,028 at 4% or $6,019 at 6%; with 100% employer match about $6,771 at 4% or $4,514 at 6%. |
| 2019 | 1 | 7 | $311,848 | $4,976 | $711iApproximate average salary by contribution assumption: employee only about $17,771 at 4% or $11,848 at 6%; with 50% employer match about $11,848 at 4% or $7,898 at 6%; with 100% employer match about $8,886 at 4% or $5,924 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF JAMESON, INC. | - | 7 | $311,848 | $4,976 | $711iApproximate average salary by contribution assumption: employee only about $17,771 at 4% or $11,848 at 6%; with 50% employer match about $11,848 at 4% or $7,898 at 6%; with 100% employer match about $8,886 at 4% or $5,924 at 6%. |
| 2018 | 1 | 8 | $283,632 | $8,413 | $1,052iApproximate average salary by contribution assumption: employee only about $26,291 at 4% or $17,527 at 6%; with 50% employer match about $17,527 at 4% or $11,685 at 6%; with 100% employer match about $13,145 at 4% or $8,764 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF JAMESON, INC. | - | 8 | $283,632 | $8,413 | $1,052iApproximate average salary by contribution assumption: employee only about $26,291 at 4% or $17,527 at 6%; with 50% employer match about $17,527 at 4% or $11,685 at 6%; with 100% employer match about $13,145 at 4% or $8,764 at 6%. |
| 2017 | 1 | 7 | $284,975 | $9,865 | $1,409iApproximate average salary by contribution assumption: employee only about $35,232 at 4% or $23,488 at 6%; with 50% employer match about $23,488 at 4% or $15,659 at 6%; with 100% employer match about $17,616 at 4% or $11,744 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF JAMESON INC | - | 7 | $284,975 | $9,865 | $1,409iApproximate average salary by contribution assumption: employee only about $35,232 at 4% or $23,488 at 6%; with 50% employer match about $23,488 at 4% or $15,659 at 6%; with 100% employer match about $17,616 at 4% or $11,744 at 6%. |
| 2016 | 1 | 8 | $271,811 | $9,164 | $1,146iApproximate average salary by contribution assumption: employee only about $28,638 at 4% or $19,092 at 6%; with 50% employer match about $19,092 at 4% or $12,728 at 6%; with 100% employer match about $14,319 at 4% or $9,546 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF JAMESON, INC. | - | 8 | $271,811 | $9,164 | $1,146iApproximate average salary by contribution assumption: employee only about $28,638 at 4% or $19,092 at 6%; with 50% employer match about $19,092 at 4% or $12,728 at 6%; with 100% employer match about $14,319 at 4% or $9,546 at 6%. |
| 2015 | 1 | 8 | $248,319 | $11,922 | $1,490iApproximate average salary by contribution assumption: employee only about $37,256 at 4% or $24,838 at 6%; with 50% employer match about $24,838 at 4% or $16,558 at 6%; with 100% employer match about $18,628 at 4% or $12,419 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF JAMESON, INC. | - | 8 | $248,319 | $11,922 | $1,490iApproximate average salary by contribution assumption: employee only about $37,256 at 4% or $24,838 at 6%; with 50% employer match about $24,838 at 4% or $16,558 at 6%; with 100% employer match about $18,628 at 4% or $12,419 at 6%. |
| 2014 | 1 | 8 | $238,316 | $12,041 | $1,505iApproximate average salary by contribution assumption: employee only about $37,628 at 4% or $25,085 at 6%; with 50% employer match about $25,085 at 4% or $16,724 at 6%; with 100% employer match about $18,814 at 4% or $12,543 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF JAMESON, INC. | - | 8 | $238,316 | $12,041 | $1,505iApproximate average salary by contribution assumption: employee only about $37,628 at 4% or $25,085 at 6%; with 50% employer match about $25,085 at 4% or $16,724 at 6%; with 100% employer match about $18,814 at 4% or $12,543 at 6%. |
| 2013 | 1 | 8 | $209,116 | $12,331 | $1,541iApproximate average salary by contribution assumption: employee only about $38,534 at 4% or $25,690 at 6%; with 50% employer match about $25,690 at 4% or $17,126 at 6%; with 100% employer match about $19,267 at 4% or $12,845 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF JAMESON, INC. | - | 8 | $209,116 | $12,331 | $1,541iApproximate average salary by contribution assumption: employee only about $38,534 at 4% or $25,690 at 6%; with 50% employer match about $25,690 at 4% or $17,126 at 6%; with 100% employer match about $19,267 at 4% or $12,845 at 6%. |
| 2012 | 1 | 8 | $159,170 | $21,332 | $2,667iApproximate average salary by contribution assumption: employee only about $66,663 at 4% or $44,442 at 6%; with 50% employer match about $44,442 at 4% or $29,628 at 6%; with 100% employer match about $33,331 at 4% or $22,221 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF JAMESON, INC. | - | 8 | $159,170 | $21,332 | $2,667iApproximate average salary by contribution assumption: employee only about $66,663 at 4% or $44,442 at 6%; with 50% employer match about $44,442 at 4% or $29,628 at 6%; with 100% employer match about $33,331 at 4% or $22,221 at 6%. |
| 2011 | 1 | 5 | $123,100 | $8,216 | $1,643iApproximate average salary by contribution assumption: employee only about $41,080 at 4% or $27,387 at 6%; with 50% employer match about $27,387 at 4% or $18,258 at 6%; with 100% employer match about $20,540 at 4% or $13,693 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF JAMESON, INC. | - | 5 | $123,100 | $8,216 | $1,643iApproximate average salary by contribution assumption: employee only about $41,080 at 4% or $27,387 at 6%; with 50% employer match about $27,387 at 4% or $18,258 at 6%; with 100% employer match about $20,540 at 4% or $13,693 at 6%. |
| 2010 | 1 | 5 | $116,467 | $6,952 | $1,390iApproximate average salary by contribution assumption: employee only about $34,760 at 4% or $23,173 at 6%; with 50% employer match about $23,173 at 4% or $15,449 at 6%; with 100% employer match about $17,380 at 4% or $11,587 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF JAMESON, INC. | - | 5 | $116,467 | $6,952 | $1,390iApproximate average salary by contribution assumption: employee only about $34,760 at 4% or $23,173 at 6%; with 50% employer match about $23,173 at 4% or $15,449 at 6%; with 100% employer match about $17,380 at 4% or $11,587 at 6%. |