Civic Intelligence

JONES, HAUGH & SMITH, INC.

Plan context: JONES, HAUGH & SMITH, INC. 401(K) PLAN

EIN 41-0910310 • Albert Lea, MN • 10 filings • 2 plans

515 South WashingtonAlbert Lea, MN 56007
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$5,174,038

2025 Contributions

$269,702

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,174,038$2,587,019$0201620212025YearValue
$5,174,038Latest year 2025

Participants Over Time

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

1470201620212025YearValue
14Latest year 2025

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
2025114$5,174,038$269,702$19,264iApproximate average salary by contribution assumption: employee only about $481,611 at 4% or $321,074 at 6%; with 50% employer match about $321,074 at 4% or $214,049 at 6%; with 100% employer match about $240,805 at 4% or $160,537 at 6%.
JONES, HAUGH & SMITH, INC. 401(K) PLAN-14$5,174,038$269,702$19,264iApproximate average salary by contribution assumption: employee only about $481,611 at 4% or $321,074 at 6%; with 50% employer match about $321,074 at 4% or $214,049 at 6%; with 100% employer match about $240,805 at 4% or $160,537 at 6%.
2024113$4,114,285$250,730$19,287iApproximate average salary by contribution assumption: employee only about $482,173 at 4% or $321,449 at 6%; with 50% employer match about $321,449 at 4% or $214,299 at 6%; with 100% employer match about $241,087 at 4% or $160,724 at 6%.
JONES, HAUGH & SMITH, INC. 401(K) PLAN-13$4,114,285$250,730$19,287iApproximate average salary by contribution assumption: employee only about $482,173 at 4% or $321,449 at 6%; with 50% employer match about $321,449 at 4% or $214,299 at 6%; with 100% employer match about $241,087 at 4% or $160,724 at 6%.
2023113$3,482,140$238,878$18,375iApproximate average salary by contribution assumption: employee only about $459,381 at 4% or $306,254 at 6%; with 50% employer match about $306,254 at 4% or $204,169 at 6%; with 100% employer match about $229,690 at 4% or $153,127 at 6%.
JONES, HAUGH & SMITH, INC. 401(K) PLAN-13$3,482,140$238,878$18,375iApproximate average salary by contribution assumption: employee only about $459,381 at 4% or $306,254 at 6%; with 50% employer match about $306,254 at 4% or $204,169 at 6%; with 100% employer match about $229,690 at 4% or $153,127 at 6%.
2022111$2,790,928$216,620$19,693iApproximate average salary by contribution assumption: employee only about $492,318 at 4% or $328,212 at 6%; with 50% employer match about $328,212 at 4% or $218,808 at 6%; with 100% employer match about $246,159 at 4% or $164,106 at 6%.
JONES, HAUGH & SMITH, INC. 401(K) PLAN-11$2,790,928$216,620$19,693iApproximate average salary by contribution assumption: employee only about $492,318 at 4% or $328,212 at 6%; with 50% employer match about $328,212 at 4% or $218,808 at 6%; with 100% employer match about $246,159 at 4% or $164,106 at 6%.
2021111$3,147,769$319,084$29,008iApproximate average salary by contribution assumption: employee only about $725,191 at 4% or $483,461 at 6%; with 50% employer match about $483,461 at 4% or $322,307 at 6%; with 100% employer match about $362,595 at 4% or $241,730 at 6%.
JONES, HAUGH & SMITH, INC. 401(K) PLAN-11$3,147,769$319,084$29,008iApproximate average salary by contribution assumption: employee only about $725,191 at 4% or $483,461 at 6%; with 50% employer match about $483,461 at 4% or $322,307 at 6%; with 100% employer match about $362,595 at 4% or $241,730 at 6%.
2020110$2,417,977$70,347$7,035iApproximate average salary by contribution assumption: employee only about $175,868 at 4% or $117,245 at 6%; with 50% employer match about $117,245 at 4% or $78,163 at 6%; with 100% employer match about $87,934 at 4% or $58,623 at 6%.
JONES, HAUGH & SMITH, INC. 401(K) PLAN-10$2,417,977$70,347$7,035iApproximate average salary by contribution assumption: employee only about $175,868 at 4% or $117,245 at 6%; with 50% employer match about $117,245 at 4% or $78,163 at 6%; with 100% employer match about $87,934 at 4% or $58,623 at 6%.
2019110$2,038,189$165,068$16,507iApproximate average salary by contribution assumption: employee only about $412,670 at 4% or $275,113 at 6%; with 50% employer match about $275,113 at 4% or $183,409 at 6%; with 100% employer match about $206,335 at 4% or $137,557 at 6%.
JONES, HAUGH & SMITH, INC. 401(K) PLAN-10$2,038,189$165,068$16,507iApproximate average salary by contribution assumption: employee only about $412,670 at 4% or $275,113 at 6%; with 50% employer match about $275,113 at 4% or $183,409 at 6%; with 100% employer match about $206,335 at 4% or $137,557 at 6%.
201819$1,508,924$218,812$24,312iApproximate average salary by contribution assumption: employee only about $607,811 at 4% or $405,207 at 6%; with 50% employer match about $405,207 at 4% or $270,138 at 6%; with 100% employer match about $303,906 at 4% or $202,604 at 6%.
JONES, HAUGH & SMITH, INC. 401(K) PLAN-9$1,508,924$218,812$24,312iApproximate average salary by contribution assumption: employee only about $607,811 at 4% or $405,207 at 6%; with 50% employer match about $405,207 at 4% or $270,138 at 6%; with 100% employer match about $303,906 at 4% or $202,604 at 6%.
201719$1,471,120$48,123$5,347iApproximate average salary by contribution assumption: employee only about $133,675 at 4% or $89,117 at 6%; with 50% employer match about $89,117 at 4% or $59,411 at 6%; with 100% employer match about $66,838 at 4% or $44,558 at 6%.
JONES, HAUGH & SMITH, INC. 401(K) PLAN-9$1,471,120$48,123$5,347iApproximate average salary by contribution assumption: employee only about $133,675 at 4% or $89,117 at 6%; with 50% employer match about $89,117 at 4% or $59,411 at 6%; with 100% employer match about $66,838 at 4% or $44,558 at 6%.
201619$1,208,572$1,051,674$116,853iApproximate average salary by contribution assumption: employee only about $2,921,317 at 4% or $1,947,544 at 6%; with 50% employer match about $1,947,544 at 4% or $1,298,363 at 6%; with 100% employer match about $1,460,658 at 4% or $973,772 at 6%.
JONES, HAUGH & SMITH INC. 401(K) PLAN-9$1,208,572$1,051,674$116,853iApproximate average salary by contribution assumption: employee only about $2,921,317 at 4% or $1,947,544 at 6%; with 50% employer match about $1,947,544 at 4% or $1,298,363 at 6%; with 100% employer match about $1,460,658 at 4% or $973,772 at 6%.