Jackson, Pierce and Associates Ltd.
Plan context: Jackson, Pierce and Associates Ltd. Profit Sharing Plan and Trust
EIN 36-3092046 • 7 filings • 1 plans
Current Snapshot
Latest Year
2005
2005 Participants
2
2005 Assets
$288,836
2005 Contributions
$18,522
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 0 | $0 | $0 | - |
| Jackson, Pierce and Associates Ltd. Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2004 | 1 | 2 | $288,836 | $18,522 | $9,261iApproximate average salary by contribution assumption: employee only about $231,525 at 4% or $154,350 at 6%; with 50% employer match about $154,350 at 4% or $102,900 at 6%; with 100% employer match about $115,763 at 4% or $77,175 at 6%. |
| Jackson, Pierce and Associates Ltd. Profit Sharing Plan and Trust | - | 2 | $288,836 | $18,522 | $9,261iApproximate average salary by contribution assumption: employee only about $231,525 at 4% or $154,350 at 6%; with 50% employer match about $154,350 at 4% or $102,900 at 6%; with 100% employer match about $115,763 at 4% or $77,175 at 6%. |
| 2003 | 1 | 3 | $689,048 | $25,979 | $8,660iApproximate average salary by contribution assumption: employee only about $216,492 at 4% or $144,328 at 6%; with 50% employer match about $144,328 at 4% or $96,219 at 6%; with 100% employer match about $108,246 at 4% or $72,164 at 6%. |
| Jackson, Pierce and Associates Ltd. Profit Sharing Plan and Trust | - | 3 | $689,048 | $25,979 | $8,660iApproximate average salary by contribution assumption: employee only about $216,492 at 4% or $144,328 at 6%; with 50% employer match about $144,328 at 4% or $96,219 at 6%; with 100% employer match about $108,246 at 4% or $72,164 at 6%. |
| 2002 | 1 | 3 | $676,157 | $31,644 | $10,548iApproximate average salary by contribution assumption: employee only about $263,700 at 4% or $175,800 at 6%; with 50% employer match about $175,800 at 4% or $117,200 at 6%; with 100% employer match about $131,850 at 4% or $87,900 at 6%. |
| Jackson, Pierce and Associates Ltd. Profit Sharing Plan and Trust | - | 3 | $676,157 | $31,644 | $10,548iApproximate average salary by contribution assumption: employee only about $263,700 at 4% or $175,800 at 6%; with 50% employer match about $175,800 at 4% or $117,200 at 6%; with 100% employer match about $131,850 at 4% or $87,900 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Jackson, Pierce and Associates Ltd. Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2000 | 1 | 3 | $597,932 | $29,279 | $9,760iApproximate average salary by contribution assumption: employee only about $243,992 at 4% or $162,661 at 6%; with 50% employer match about $162,661 at 4% or $108,441 at 6%; with 100% employer match about $121,996 at 4% or $81,331 at 6%. |
| Jackson, Pierce and Associates Ltd. Profit Sharing Plan and Trust | - | 3 | $597,932 | $29,279 | $9,760iApproximate average salary by contribution assumption: employee only about $243,992 at 4% or $162,661 at 6%; with 50% employer match about $162,661 at 4% or $108,441 at 6%; with 100% employer match about $121,996 at 4% or $81,331 at 6%. |
| 1999 | 1 | 3 | $571,814 | $36,391 | $12,130iApproximate average salary by contribution assumption: employee only about $303,258 at 4% or $202,172 at 6%; with 50% employer match about $202,172 at 4% or $134,781 at 6%; with 100% employer match about $151,629 at 4% or $101,086 at 6%. |
| Jackson, Pierce and Associates Ltd. Profit Sharing Plan and Trust | - | 3 | $571,814 | $36,391 | $12,130iApproximate average salary by contribution assumption: employee only about $303,258 at 4% or $202,172 at 6%; with 50% employer match about $202,172 at 4% or $134,781 at 6%; with 100% employer match about $151,629 at 4% or $101,086 at 6%. |