Civic Intelligence

Katherine W Jones MD PLC

Plan context: Katherine W. Jones, MD PLC 401(K) P/S Plan

EIN 41-2080928 • MT Juliet, TN • 21 filings • 4 plans

40 W Caldwell St Ste 100MT Juliet, TN 37122-3180
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$515,049

2024 Contributions

$52,607

Historical Graphs

Total Assets Over Time

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

$515,049$257,525$0200320142024YearValue
$515,049Latest year 2024

Participants Over Time

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

1680200320132024YearValue
5Latest 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
202415$515,049$52,607$10,521iApproximate average salary by contribution assumption: employee only about $263,035 at 4% or $175,357 at 6%; with 50% employer match about $175,357 at 4% or $116,904 at 6%; with 100% employer match about $131,518 at 4% or $87,678 at 6%.
Katherine W. Jones, MD PLC 401(K) P/S Plan-5$515,049$52,607$10,521iApproximate average salary by contribution assumption: employee only about $263,035 at 4% or $175,357 at 6%; with 50% employer match about $175,357 at 4% or $116,904 at 6%; with 100% employer match about $131,518 at 4% or $87,678 at 6%.
202315$416,947$47,369$9,474iApproximate average salary by contribution assumption: employee only about $236,845 at 4% or $157,897 at 6%; with 50% employer match about $157,897 at 4% or $105,264 at 6%; with 100% employer match about $118,422 at 4% or $78,948 at 6%.
Katherine W. Jones, MD PLC 401(K) P/S Plan-5$416,947$47,369$9,474iApproximate average salary by contribution assumption: employee only about $236,845 at 4% or $157,897 at 6%; with 50% employer match about $157,897 at 4% or $105,264 at 6%; with 100% employer match about $118,422 at 4% or $78,948 at 6%.
202215$320,175$44,051$8,810iApproximate average salary by contribution assumption: employee only about $220,255 at 4% or $146,837 at 6%; with 50% employer match about $146,837 at 4% or $97,891 at 6%; with 100% employer match about $110,128 at 4% or $73,418 at 6%.
Katherine W. Jones, MD PLC 401(K) P/S Plan-5$320,175$44,051$8,810iApproximate average salary by contribution assumption: employee only about $220,255 at 4% or $146,837 at 6%; with 50% employer match about $146,837 at 4% or $97,891 at 6%; with 100% employer match about $110,128 at 4% or $73,418 at 6%.
202116$353,863$31,532$5,255iApproximate average salary by contribution assumption: employee only about $131,383 at 4% or $87,589 at 6%; with 50% employer match about $87,589 at 4% or $58,393 at 6%; with 100% employer match about $65,692 at 4% or $43,794 at 6%.
Katherine W. Jones, MD PLC 401(K) P/S Plan-6$353,863$31,532$5,255iApproximate average salary by contribution assumption: employee only about $131,383 at 4% or $87,589 at 6%; with 50% employer match about $87,589 at 4% or $58,393 at 6%; with 100% employer match about $65,692 at 4% or $43,794 at 6%.
202015$283,513$29,678$5,936iApproximate average salary by contribution assumption: employee only about $148,390 at 4% or $98,927 at 6%; with 50% employer match about $98,927 at 4% or $65,951 at 6%; with 100% employer match about $74,195 at 4% or $49,463 at 6%.
Katherine W. Jones, MD PLC 401(K) P/S Plan-5$283,513$29,678$5,936iApproximate average salary by contribution assumption: employee only about $148,390 at 4% or $98,927 at 6%; with 50% employer match about $98,927 at 4% or $65,951 at 6%; with 100% employer match about $74,195 at 4% or $49,463 at 6%.
2018111$331,237$21,537$1,958iApproximate average salary by contribution assumption: employee only about $48,948 at 4% or $32,632 at 6%; with 50% employer match about $32,632 at 4% or $21,755 at 6%; with 100% employer match about $24,474 at 4% or $16,316 at 6%.
Katherine W. Jones, MD PLC 401(K) P/S Plan-11$331,237$21,537$1,958iApproximate average salary by contribution assumption: employee only about $48,948 at 4% or $32,632 at 6%; with 50% employer match about $32,632 at 4% or $21,755 at 6%; with 100% employer match about $24,474 at 4% or $16,316 at 6%.
2017112$339,140$36,001$3,000iApproximate average salary by contribution assumption: employee only about $75,002 at 4% or $50,001 at 6%; with 50% employer match about $50,001 at 4% or $33,334 at 6%; with 100% employer match about $37,501 at 4% or $25,001 at 6%.
Katherine W. Jones, MD PLC 401(K) P/S Plan-12$339,140$36,001$3,000iApproximate average salary by contribution assumption: employee only about $75,002 at 4% or $50,001 at 6%; with 50% employer match about $50,001 at 4% or $33,334 at 6%; with 100% employer match about $37,501 at 4% or $25,001 at 6%.
2016113$304,268$39,848$3,065iApproximate average salary by contribution assumption: employee only about $76,631 at 4% or $51,087 at 6%; with 50% employer match about $51,087 at 4% or $34,058 at 6%; with 100% employer match about $38,315 at 4% or $25,544 at 6%.
Katherine W. Jones, MD PLC 401(K) P/S Plan-13$304,268$39,848$3,065iApproximate average salary by contribution assumption: employee only about $76,631 at 4% or $51,087 at 6%; with 50% employer match about $51,087 at 4% or $34,058 at 6%; with 100% employer match about $38,315 at 4% or $25,544 at 6%.
2015113$302,455$36,404$2,800iApproximate average salary by contribution assumption: employee only about $70,008 at 4% or $46,672 at 6%; with 50% employer match about $46,672 at 4% or $31,115 at 6%; with 100% employer match about $35,004 at 4% or $23,336 at 6%.
Katherine W. Jones, MD PLC 401(K) P/S Plan-13$302,455$36,404$2,800iApproximate average salary by contribution assumption: employee only about $70,008 at 4% or $46,672 at 6%; with 50% employer match about $46,672 at 4% or $31,115 at 6%; with 100% employer match about $35,004 at 4% or $23,336 at 6%.
2014114$289,041$27,414$1,958iApproximate average salary by contribution assumption: employee only about $48,954 at 4% or $32,636 at 6%; with 50% employer match about $32,636 at 4% or $21,757 at 6%; with 100% employer match about $24,477 at 4% or $16,318 at 6%.
Katherine W. Jones, MD PLC 401(K) P/S Plan-14$289,041$27,414$1,958iApproximate average salary by contribution assumption: employee only about $48,954 at 4% or $32,636 at 6%; with 50% employer match about $32,636 at 4% or $21,757 at 6%; with 100% employer match about $24,477 at 4% or $16,318 at 6%.
201319$248,568$15,387$1,710iApproximate average salary by contribution assumption: employee only about $42,742 at 4% or $28,494 at 6%; with 50% employer match about $28,494 at 4% or $18,996 at 6%; with 100% employer match about $21,371 at 4% or $14,247 at 6%.
Katherine W. Jones, MD PLC 401(K) P/S Plan-9$248,568$15,387$1,710iApproximate average salary by contribution assumption: employee only about $42,742 at 4% or $28,494 at 6%; with 50% employer match about $28,494 at 4% or $18,996 at 6%; with 100% employer match about $21,371 at 4% or $14,247 at 6%.
2012116$194,959$18,005$1,125iApproximate average salary by contribution assumption: employee only about $28,133 at 4% or $18,755 at 6%; with 50% employer match about $18,755 at 4% or $12,503 at 6%; with 100% employer match about $14,066 at 4% or $9,378 at 6%.
Katherine W. Jones, MD PLC 401(K) P/S Plan-16$194,959$18,005$1,125iApproximate average salary by contribution assumption: employee only about $28,133 at 4% or $18,755 at 6%; with 50% employer match about $18,755 at 4% or $12,503 at 6%; with 100% employer match about $14,066 at 4% or $9,378 at 6%.
2011116$197,328$14,894$931iApproximate average salary by contribution assumption: employee only about $23,272 at 4% or $15,515 at 6%; with 50% employer match about $15,515 at 4% or $10,343 at 6%; with 100% employer match about $11,636 at 4% or $7,757 at 6%.
Katherine W. Jones, MD PLC 401(K) P/S Plan-16$197,328$14,894$931iApproximate average salary by contribution assumption: employee only about $23,272 at 4% or $15,515 at 6%; with 50% employer match about $15,515 at 4% or $10,343 at 6%; with 100% employer match about $11,636 at 4% or $7,757 at 6%.
2010116$191,957$17,407$1,088iApproximate average salary by contribution assumption: employee only about $27,198 at 4% or $18,132 at 6%; with 50% employer match about $18,132 at 4% or $12,088 at 6%; with 100% employer match about $13,599 at 4% or $9,066 at 6%.
Katherine W. Jones, MD PLC 401(K) P/S Plan-16$191,957$17,407$1,088iApproximate average salary by contribution assumption: employee only about $27,198 at 4% or $18,132 at 6%; with 50% employer match about $18,132 at 4% or $12,088 at 6%; with 100% employer match about $13,599 at 4% or $9,066 at 6%.
2009116$171,992$27,007$1,688iApproximate average salary by contribution assumption: employee only about $42,198 at 4% or $28,132 at 6%; with 50% employer match about $28,132 at 4% or $18,755 at 6%; with 100% employer match about $21,099 at 4% or $14,066 at 6%.
Katherine W. Jones, MD PLC 401(K) P/S Plan-16$171,992$27,007$1,688iApproximate average salary by contribution assumption: employee only about $42,198 at 4% or $28,132 at 6%; with 50% employer match about $28,132 at 4% or $18,755 at 6%; with 100% employer match about $21,099 at 4% or $14,066 at 6%.
2008112$139,280$40,742$3,395iApproximate average salary by contribution assumption: employee only about $84,879 at 4% or $56,586 at 6%; with 50% employer match about $56,586 at 4% or $37,724 at 6%; with 100% employer match about $42,440 at 4% or $28,293 at 6%.
Katherine W. Jones, MD PLC 401(K) P/S Plan-12$139,280$40,742$3,395iApproximate average salary by contribution assumption: employee only about $84,879 at 4% or $56,586 at 6%; with 50% employer match about $56,586 at 4% or $37,724 at 6%; with 100% employer match about $42,440 at 4% or $28,293 at 6%.
2007116$0$0-
Katherine W. Jones, MD PLC 401(K) P/S Plan-16---
2006112$114,330$17,535$1,461iApproximate average salary by contribution assumption: employee only about $36,531 at 4% or $24,354 at 6%; with 50% employer match about $24,354 at 4% or $16,236 at 6%; with 100% employer match about $18,266 at 4% or $12,177 at 6%.
Katherine W. Jones, MD PLC 401(K) P/S Plan-12$114,330$17,535$1,461iApproximate average salary by contribution assumption: employee only about $36,531 at 4% or $24,354 at 6%; with 50% employer match about $24,354 at 4% or $16,236 at 6%; with 100% employer match about $18,266 at 4% or $12,177 at 6%.
200519$89,560$18,048$2,005iApproximate average salary by contribution assumption: employee only about $50,133 at 4% or $33,422 at 6%; with 50% employer match about $33,422 at 4% or $22,281 at 6%; with 100% employer match about $25,067 at 4% or $16,711 at 6%.
Katherine W. Jones, MD PLC 401(K) P/S Plan-9$89,560$18,048$2,005iApproximate average salary by contribution assumption: employee only about $50,133 at 4% or $33,422 at 6%; with 50% employer match about $33,422 at 4% or $22,281 at 6%; with 100% employer match about $25,067 at 4% or $16,711 at 6%.
200419$77,787$74,467$8,274iApproximate average salary by contribution assumption: employee only about $206,853 at 4% or $137,902 at 6%; with 50% employer match about $137,902 at 4% or $91,935 at 6%; with 100% employer match about $103,426 at 4% or $68,951 at 6%.
Katherine W. Jones, MD PLC 401(K) P/S Plan-9$77,787$74,467$8,274iApproximate average salary by contribution assumption: employee only about $206,853 at 4% or $137,902 at 6%; with 50% employer match about $137,902 at 4% or $91,935 at 6%; with 100% employer match about $103,426 at 4% or $68,951 at 6%.
2003111$3,720$3,782$344iApproximate average salary by contribution assumption: employee only about $8,595 at 4% or $5,730 at 6%; with 50% employer match about $5,730 at 4% or $3,820 at 6%; with 100% employer match about $4,298 at 4% or $2,865 at 6%.
Katherine W. Jones, MD PLC 401(K) P/S Plan-11$3,720$3,782$344iApproximate average salary by contribution assumption: employee only about $8,595 at 4% or $5,730 at 6%; with 50% employer match about $5,730 at 4% or $3,820 at 6%; with 100% employer match about $4,298 at 4% or $2,865 at 6%.