Civic Intelligence

John M. Jackson, Jr., D.M.D. PC.

Plan context: JACKSON & JACKSON DENTAL DEFINED BENEFIT CASH BALANCE PLAN & TRUST

EIN 46-1476786 • Lagrange, GA • 13 filings • 2 plans

304 S. Lewis StreetLagrange, GA 30240
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$815,171

2024 Contributions

$150,000

Historical Graphs

Total Assets Over Time

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

$1,826,898$913,449$0201320192024YearValue
$815,171Latest year 2024

Participants Over Time

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

950201320192024YearValue
9Latest 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
202419$815,171$150,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
JACKSON & JACKSON DENTAL DEFINED BENEFIT CASH BALANCE PLAN & TRUST-9$815,171$150,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
202319$630,074$100,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
JACKSON & JACKSON DENTAL DEFINED BENEFIT CASH BALANCE PLAN & TRUST-9$630,074$100,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
202218$479,234$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
JACKSON & JACKSON DENTAL DEFINED BENEFIT CASH BALANCE PLAN & TRUST-8$479,234$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
202118$439,694$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
JACKSON & JACKSON DENTAL DEFINED BENEFIT CASH BALANCE PLAN & TRUST-8$439,694$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
202019$312,198$100,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
JACKSON & JACKSON DENTAL DEFINED BENEFIT CASH BALANCE PLAN & TRUST-9$312,198$100,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
201918$191,761$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
JACKSON & JACKSON DENTAL DEFINED BENEFIT CASH BALANCE PLAN & TRUST-8$191,761$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201829$1,826,898$191,766$21,307iApproximate average salary by contribution assumption: employee only about $532,683 at 4% or $355,122 at 6%; with 50% employer match about $355,122 at 4% or $236,748 at 6%; with 100% employer match about $266,342 at 4% or $177,561 at 6%.
John M. Jackson, Jr., DMD Retirement Plan & Trust-9$1,741,139$106,007$11,779iApproximate average salary by contribution assumption: employee only about $294,464 at 4% or $196,309 at 6%; with 50% employer match about $196,309 at 4% or $130,873 at 6%; with 100% employer match about $147,232 at 4% or $98,155 at 6%.
JACKSON & JACKSON DENTAL DEFINED BENEFIT CASH BALANCE PLAN & TRUST-8$85,759$85,759$10,720iApproximate average salary by contribution assumption: employee only about $267,997 at 4% or $178,665 at 6%; with 50% employer match about $178,665 at 4% or $119,110 at 6%; with 100% employer match about $133,998 at 4% or $89,332 at 6%.
201718$1,742,235$98,999$12,375iApproximate average salary by contribution assumption: employee only about $309,372 at 4% or $206,248 at 6%; with 50% employer match about $206,248 at 4% or $137,499 at 6%; with 100% employer match about $154,686 at 4% or $103,124 at 6%.
John M. Jackson, Jr., DMD Retirement Plan & Trust-8$1,742,235$98,999$12,375iApproximate average salary by contribution assumption: employee only about $309,372 at 4% or $206,248 at 6%; with 50% employer match about $206,248 at 4% or $137,499 at 6%; with 100% employer match about $154,686 at 4% or $103,124 at 6%.
201618$1,512,113$99,593$12,449iApproximate average salary by contribution assumption: employee only about $311,228 at 4% or $207,485 at 6%; with 50% employer match about $207,485 at 4% or $138,324 at 6%; with 100% employer match about $155,614 at 4% or $103,743 at 6%.
John M. Jackson, Jr., DMD Retirement Plan & Trust-8$1,512,113$99,593$12,449iApproximate average salary by contribution assumption: employee only about $311,228 at 4% or $207,485 at 6%; with 50% employer match about $207,485 at 4% or $138,324 at 6%; with 100% employer match about $155,614 at 4% or $103,743 at 6%.
201517$1,316,337$97,202$13,886iApproximate average salary by contribution assumption: employee only about $347,150 at 4% or $231,433 at 6%; with 50% employer match about $231,433 at 4% or $154,289 at 6%; with 100% employer match about $173,575 at 4% or $115,717 at 6%.
John M. Jackson, Jr., DMD Retirement Plan & Trust-7$1,316,337$97,202$13,886iApproximate average salary by contribution assumption: employee only about $347,150 at 4% or $231,433 at 6%; with 50% employer match about $231,433 at 4% or $154,289 at 6%; with 100% employer match about $173,575 at 4% or $115,717 at 6%.
201417$1,261,393$92,353$13,193iApproximate average salary by contribution assumption: employee only about $329,832 at 4% or $219,888 at 6%; with 50% employer match about $219,888 at 4% or $146,592 at 6%; with 100% employer match about $164,916 at 4% or $109,944 at 6%.
John M. Jackson, Jr., DMD Retirement Plan & Trust-7$1,261,393$92,353$13,193iApproximate average salary by contribution assumption: employee only about $329,832 at 4% or $219,888 at 6%; with 50% employer match about $219,888 at 4% or $146,592 at 6%; with 100% employer match about $164,916 at 4% or $109,944 at 6%.
201317$1,130,152$90,297$12,900iApproximate average salary by contribution assumption: employee only about $322,489 at 4% or $214,993 at 6%; with 50% employer match about $214,993 at 4% or $143,329 at 6%; with 100% employer match about $161,245 at 4% or $107,496 at 6%.
John M. Jackson, Jr., DMD Retirement Plan & Trust-7$1,130,152$90,297$12,900iApproximate average salary by contribution assumption: employee only about $322,489 at 4% or $214,993 at 6%; with 50% employer match about $214,993 at 4% or $143,329 at 6%; with 100% employer match about $161,245 at 4% or $107,496 at 6%.