Civic Intelligence

JAMESON, INC.

Plan context: TAX DEFERRED ANNUITY PLAN OF JAMESON, INC.

EIN 35-1156756 • Indianapolis, IN • 15 filings • 3 plans

2001 Bridgeport RdIndianapolis, IN 46231-1227
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

$727,163$363,582$0201020172024YearValue
$727,163Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

840201020172024YearValue
4Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202424$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%.
202313$231,553$0-
TAX DEFERRED ANNUITY PLAN OF JAMESON, INC.-3$231,553$0-
202214$336,636$0-
TAX DEFERRED ANNUITY PLAN OF JAMESON, INC.-4$336,636$0-
202016$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%.
201917$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%.
201818$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%.
201717$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%.
201618$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%.
201518$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%.
201418$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%.
201318$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%.
201218$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%.
201115$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%.
201015$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%.