Civic Intelligence

Forrest T. Jones & Company

Plan context: Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.

EIN 43-1451185 • Kansas City, MO • 58 filings • 26 plans

3130 BroadwayKansas City, MO 64111-2593
Current Snapshot

Latest Year

2024

2024 Participants

331

2024 Assets

$36,042,618

2024 Contributions

$3,531,111

Historical Graphs

Total Assets Over Time

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

$36,042,618$18,021,309$0199920132024YearValue
$36,042,618Latest year 2024

Participants Over Time

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

3311660199920122024YearValue
331Latest 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
20242331$36,042,618$3,531,111$10,668iApproximate average salary by contribution assumption: employee only about $266,700 at 4% or $177,800 at 6%; with 50% employer match about $177,800 at 4% or $118,533 at 6%; with 100% employer match about $133,350 at 4% or $88,900 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-331$36,042,618$3,531,111$10,668iApproximate average salary by contribution assumption: employee only about $266,700 at 4% or $177,800 at 6%; with 50% employer match about $177,800 at 4% or $118,533 at 6%; with 100% employer match about $133,350 at 4% or $88,900 at 6%.
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-300---
20232320$33,405,574$2,867,457$8,961iApproximate average salary by contribution assumption: employee only about $224,020 at 4% or $149,347 at 6%; with 50% employer match about $149,347 at 4% or $99,564 at 6%; with 100% employer match about $112,010 at 4% or $74,673 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-320$33,405,574$2,867,457$8,961iApproximate average salary by contribution assumption: employee only about $224,020 at 4% or $149,347 at 6%; with 50% employer match about $149,347 at 4% or $99,564 at 6%; with 100% employer match about $112,010 at 4% or $74,673 at 6%.
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-300---
20222316$28,889,901$2,586,557$8,185iApproximate average salary by contribution assumption: employee only about $204,633 at 4% or $136,422 at 6%; with 50% employer match about $136,422 at 4% or $90,948 at 6%; with 100% employer match about $102,316 at 4% or $68,211 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-316$28,889,901$2,586,557$8,185iApproximate average salary by contribution assumption: employee only about $204,633 at 4% or $136,422 at 6%; with 50% employer match about $136,422 at 4% or $90,948 at 6%; with 100% employer match about $102,316 at 4% or $68,211 at 6%.
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-300---
20212293$32,509,733$2,451,710$8,368iApproximate average salary by contribution assumption: employee only about $209,190 at 4% or $139,460 at 6%; with 50% employer match about $139,460 at 4% or $92,973 at 6%; with 100% employer match about $104,595 at 4% or $69,730 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-293$32,509,733$2,451,710$8,368iApproximate average salary by contribution assumption: employee only about $209,190 at 4% or $139,460 at 6%; with 50% employer match about $139,460 at 4% or $92,973 at 6%; with 100% employer match about $104,595 at 4% or $69,730 at 6%.
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-285---
20202310$29,168,219$2,345,358$7,566iApproximate average salary by contribution assumption: employee only about $189,142 at 4% or $126,095 at 6%; with 50% employer match about $126,095 at 4% or $84,063 at 6%; with 100% employer match about $94,571 at 4% or $63,047 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-310$29,168,219$2,345,358$7,566iApproximate average salary by contribution assumption: employee only about $189,142 at 4% or $126,095 at 6%; with 50% employer match about $126,095 at 4% or $84,063 at 6%; with 100% employer match about $94,571 at 4% or $63,047 at 6%.
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-272---
20192299$25,020,268$2,077,166$6,947iApproximate average salary by contribution assumption: employee only about $173,676 at 4% or $115,784 at 6%; with 50% employer match about $115,784 at 4% or $77,189 at 6%; with 100% employer match about $86,838 at 4% or $57,892 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-299$25,020,268$2,077,166$6,947iApproximate average salary by contribution assumption: employee only about $173,676 at 4% or $115,784 at 6%; with 50% employer match about $115,784 at 4% or $77,189 at 6%; with 100% employer match about $86,838 at 4% or $57,892 at 6%.
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-272---
20182272$21,924,427$1,664,646$6,120iApproximate average salary by contribution assumption: employee only about $153,001 at 4% or $102,000 at 6%; with 50% employer match about $102,000 at 4% or $68,000 at 6%; with 100% employer match about $76,500 at 4% or $51,000 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-272$21,924,427$1,664,646$6,120iApproximate average salary by contribution assumption: employee only about $153,001 at 4% or $102,000 at 6%; with 50% employer match about $102,000 at 4% or $68,000 at 6%; with 100% employer match about $76,500 at 4% or $51,000 at 6%.
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-234---
20172250$24,034,281$1,830,508$7,322iApproximate average salary by contribution assumption: employee only about $183,051 at 4% or $122,034 at 6%; with 50% employer match about $122,034 at 4% or $81,356 at 6%; with 100% employer match about $91,525 at 4% or $61,017 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-250$24,034,281$1,830,508$7,322iApproximate average salary by contribution assumption: employee only about $183,051 at 4% or $122,034 at 6%; with 50% employer match about $122,034 at 4% or $81,356 at 6%; with 100% employer match about $91,525 at 4% or $61,017 at 6%.
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-230---
20162242$20,762,064$1,678,982$6,938iApproximate average salary by contribution assumption: employee only about $173,449 at 4% or $115,632 at 6%; with 50% employer match about $115,632 at 4% or $77,088 at 6%; with 100% employer match about $86,724 at 4% or $57,816 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-242$20,762,064$1,678,982$6,938iApproximate average salary by contribution assumption: employee only about $173,449 at 4% or $115,632 at 6%; with 50% employer match about $115,632 at 4% or $77,088 at 6%; with 100% employer match about $86,724 at 4% or $57,816 at 6%.
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-223---
20152239$19,508,636$1,244,038$5,205iApproximate average salary by contribution assumption: employee only about $130,129 at 4% or $86,753 at 6%; with 50% employer match about $86,753 at 4% or $57,835 at 6%; with 100% employer match about $65,065 at 4% or $43,376 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-239$19,508,636$1,244,038$5,205iApproximate average salary by contribution assumption: employee only about $130,129 at 4% or $86,753 at 6%; with 50% employer match about $86,753 at 4% or $57,835 at 6%; with 100% employer match about $65,065 at 4% or $43,376 at 6%.
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-218---
20142252$19,009,734$1,161,272$4,608iApproximate average salary by contribution assumption: employee only about $115,206 at 4% or $76,804 at 6%; with 50% employer match about $76,804 at 4% or $51,202 at 6%; with 100% employer match about $57,603 at 4% or $38,402 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-252$19,009,734$1,161,272$4,608iApproximate average salary by contribution assumption: employee only about $115,206 at 4% or $76,804 at 6%; with 50% employer match about $76,804 at 4% or $51,202 at 6%; with 100% employer match about $57,603 at 4% or $38,402 at 6%.
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-222---
20132248$17,940,406$1,183,112$4,771iApproximate average salary by contribution assumption: employee only about $119,265 at 4% or $79,510 at 6%; with 50% employer match about $79,510 at 4% or $53,007 at 6%; with 100% employer match about $59,633 at 4% or $39,755 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-248$17,940,406$1,183,112$4,771iApproximate average salary by contribution assumption: employee only about $119,265 at 4% or $79,510 at 6%; with 50% employer match about $79,510 at 4% or $53,007 at 6%; with 100% employer match about $59,633 at 4% or $39,755 at 6%.
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-224---
20123281$16,906,320$1,305,535$4,646iApproximate average salary by contribution assumption: employee only about $116,151 at 4% or $77,434 at 6%; with 50% employer match about $77,434 at 4% or $51,623 at 6%; with 100% employer match about $58,075 at 4% or $38,717 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-243$16,906,320$1,305,535$5,373iApproximate average salary by contribution assumption: employee only about $134,314 at 4% or $89,543 at 6%; with 50% employer match about $89,543 at 4% or $59,695 at 6%; with 100% employer match about $67,157 at 4% or $44,771 at 6%.
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-281---
FORREST T. JONES & CO., INC. EMPLOYEE CAFETERIA PLAN-0---
20113303$14,400,470$1,354,546$4,470iApproximate average salary by contribution assumption: employee only about $111,761 at 4% or $74,507 at 6%; with 50% employer match about $74,507 at 4% or $49,672 at 6%; with 100% employer match about $55,881 at 4% or $37,254 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-303$14,400,470$1,354,546$4,470iApproximate average salary by contribution assumption: employee only about $111,761 at 4% or $74,507 at 6%; with 50% employer match about $74,507 at 4% or $49,672 at 6%; with 100% employer match about $55,881 at 4% or $37,254 at 6%.
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-286---
FORREST T. JONES AND COMPANY EMPLOYEE CAFETERIA PLAN-271---
20103295$14,018,305$1,207,505$4,093iApproximate average salary by contribution assumption: employee only about $102,331 at 4% or $68,221 at 6%; with 50% employer match about $68,221 at 4% or $45,480 at 6%; with 100% employer match about $51,165 at 4% or $34,110 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-295$14,018,305$1,207,505$4,093iApproximate average salary by contribution assumption: employee only about $102,331 at 4% or $68,221 at 6%; with 50% employer match about $68,221 at 4% or $45,480 at 6%; with 100% employer match about $51,165 at 4% or $34,110 at 6%.
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-281---
FORREST T. JONES & COMPANY, INC. EMPLOYEE CAFETERIA PLAN-222---
20093289$12,436,889$1,173,960$4,062iApproximate average salary by contribution assumption: employee only about $101,554 at 4% or $67,702 at 6%; with 50% employer match about $67,702 at 4% or $45,135 at 6%; with 100% employer match about $50,777 at 4% or $33,851 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-289$12,436,889$1,173,960$4,062iApproximate average salary by contribution assumption: employee only about $101,554 at 4% or $67,702 at 6%; with 50% employer match about $67,702 at 4% or $45,135 at 6%; with 100% employer match about $50,777 at 4% or $33,851 at 6%.
FORREST T. JONES & COMPANY EMPLOYEE WELFARE BENEFIT PLAN-273---
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-182---
20082303$10,015,049$1,200,635$3,962iApproximate average salary by contribution assumption: employee only about $99,062 at 4% or $66,042 at 6%; with 50% employer match about $66,042 at 4% or $44,028 at 6%; with 100% employer match about $49,531 at 4% or $33,021 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-303$10,015,049$1,200,635$3,962iApproximate average salary by contribution assumption: employee only about $99,062 at 4% or $66,042 at 6%; with 50% employer match about $66,042 at 4% or $44,028 at 6%; with 100% employer match about $49,531 at 4% or $33,021 at 6%.
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-284---
20071200$11,962,383$1,190,492$5,952iApproximate average salary by contribution assumption: employee only about $148,812 at 4% or $99,208 at 6%; with 50% employer match about $99,208 at 4% or $66,138 at 6%; with 100% employer match about $74,406 at 4% or $49,604 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-200$11,962,383$1,190,492$5,952iApproximate average salary by contribution assumption: employee only about $148,812 at 4% or $99,208 at 6%; with 50% employer match about $99,208 at 4% or $66,138 at 6%; with 100% employer match about $74,406 at 4% or $49,604 at 6%.
20063286$11,221,545$985,720$3,447iApproximate average salary by contribution assumption: employee only about $86,164 at 4% or $57,443 at 6%; with 50% employer match about $57,443 at 4% or $38,295 at 6%; with 100% employer match about $43,082 at 4% or $28,721 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-286$11,221,545$985,720$3,447iApproximate average salary by contribution assumption: employee only about $86,164 at 4% or $57,443 at 6%; with 50% employer match about $57,443 at 4% or $38,295 at 6%; with 100% employer match about $43,082 at 4% or $28,721 at 6%.
FORREST T JONES & CO INC EMPLOYEE CAFETERIA PLAN-151---
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-261---
20053273$10,501,219$968,158$3,546iApproximate average salary by contribution assumption: employee only about $88,659 at 4% or $59,106 at 6%; with 50% employer match about $59,106 at 4% or $39,404 at 6%; with 100% employer match about $44,330 at 4% or $29,553 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-273$10,501,219$968,158$3,546iApproximate average salary by contribution assumption: employee only about $88,659 at 4% or $59,106 at 6%; with 50% employer match about $59,106 at 4% or $39,404 at 6%; with 100% employer match about $44,330 at 4% or $29,553 at 6%.
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-264---
FORREST T JONES & CO INC EMPLOYEE CAFETERIA PLAN-138---
20043285$0$0-
FORREST T JONES & COMPANY INC EMPLOYEE CAFETERIA PLAN-94---
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-266---
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-285---
20033251$8,452,062$743,682$2,963iApproximate average salary by contribution assumption: employee only about $74,072 at 4% or $49,381 at 6%; with 50% employer match about $49,381 at 4% or $32,921 at 6%; with 100% employer match about $37,036 at 4% or $24,691 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-193$8,452,062$743,682$3,853iApproximate average salary by contribution assumption: employee only about $96,332 at 4% or $64,221 at 6%; with 50% employer match about $64,221 at 4% or $42,814 at 6%; with 100% employer match about $48,166 at 4% or $32,111 at 6%.
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-251---
FORREST T JONES & CO INC CAFETERIA PLAN-123---
20021203$6,979,268$711,054$3,503iApproximate average salary by contribution assumption: employee only about $87,568 at 4% or $58,379 at 6%; with 50% employer match about $58,379 at 4% or $38,919 at 6%; with 100% employer match about $43,784 at 4% or $29,189 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-203$6,979,268$711,054$3,503iApproximate average salary by contribution assumption: employee only about $87,568 at 4% or $58,379 at 6%; with 50% employer match about $58,379 at 4% or $38,919 at 6%; with 100% employer match about $43,784 at 4% or $29,189 at 6%.
20012248$7,491,800$653,664$2,636iApproximate average salary by contribution assumption: employee only about $65,894 at 4% or $43,929 at 6%; with 50% employer match about $43,929 at 4% or $29,286 at 6%; with 100% employer match about $32,947 at 4% or $21,965 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-192$7,491,800$653,664$3,405iApproximate average salary by contribution assumption: employee only about $85,113 at 4% or $56,742 at 6%; with 50% employer match about $56,742 at 4% or $37,828 at 6%; with 100% employer match about $42,556 at 4% or $28,371 at 6%.
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-248---
20003179$0$0-
FORREST T. JONES & CO, INC.-0---
Forrest T. Jones & Co. Inc. Welfare Benefit Plan-0---
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-179---
19991170$8,096,352$551,427$3,244iApproximate average salary by contribution assumption: employee only about $81,092 at 4% or $54,061 at 6%; with 50% employer match about $54,061 at 4% or $36,041 at 6%; with 100% employer match about $40,546 at 4% or $27,031 at 6%.
Forrest T. Jones & Company Inc. Employees 401K Profit Sharing Plan.-170$8,096,352$551,427$3,244iApproximate average salary by contribution assumption: employee only about $81,092 at 4% or $54,061 at 6%; with 50% employer match about $54,061 at 4% or $36,041 at 6%; with 100% employer match about $40,546 at 4% or $27,031 at 6%.