Jones, Kuriloff & Sargent LLC
Plan context: Jones, Kuriloff & Sargent LLC 401(K) Plan
EIN 46-2783604 • Ellsworth, ME • 12 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$1,892,795
2024 Contributions
$105,448
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 15 | $1,892,795 | $105,448 | $7,030iApproximate average salary by contribution assumption: employee only about $175,747 at 4% or $117,164 at 6%; with 50% employer match about $117,164 at 4% or $78,110 at 6%; with 100% employer match about $87,873 at 4% or $58,582 at 6%. |
| Jones, Kuriloff & Sargent LLC 401(K) Plan | - | 15 | $1,892,795 | $105,448 | $7,030iApproximate average salary by contribution assumption: employee only about $175,747 at 4% or $117,164 at 6%; with 50% employer match about $117,164 at 4% or $78,110 at 6%; with 100% employer match about $87,873 at 4% or $58,582 at 6%. |
| 2023 | 1 | 17 | $1,617,124 | $105,843 | $6,226iApproximate average salary by contribution assumption: employee only about $155,651 at 4% or $103,768 at 6%; with 50% employer match about $103,768 at 4% or $69,178 at 6%; with 100% employer match about $77,826 at 4% or $51,884 at 6%. |
| Jones, Kuriloff & Sargent LLC 401(K) Plan | - | 17 | $1,617,124 | $105,843 | $6,226iApproximate average salary by contribution assumption: employee only about $155,651 at 4% or $103,768 at 6%; with 50% employer match about $103,768 at 4% or $69,178 at 6%; with 100% employer match about $77,826 at 4% or $51,884 at 6%. |
| 2022 | 1 | 16 | $1,298,559 | $102,864 | $6,429iApproximate average salary by contribution assumption: employee only about $160,725 at 4% or $107,150 at 6%; with 50% employer match about $107,150 at 4% or $71,433 at 6%; with 100% employer match about $80,363 at 4% or $53,575 at 6%. |
| Jones, Kuriloff & Sargent LLC 401(K) Plan | - | 16 | $1,298,559 | $102,864 | $6,429iApproximate average salary by contribution assumption: employee only about $160,725 at 4% or $107,150 at 6%; with 50% employer match about $107,150 at 4% or $71,433 at 6%; with 100% employer match about $80,363 at 4% or $53,575 at 6%. |
| 2021 | 1 | 16 | $1,594,676 | $95,143 | $5,946iApproximate average salary by contribution assumption: employee only about $148,661 at 4% or $99,107 at 6%; with 50% employer match about $99,107 at 4% or $66,072 at 6%; with 100% employer match about $74,330 at 4% or $49,554 at 6%. |
| Jones, Kuriloff & Sargent LLC 401(K) Plan | - | 16 | $1,594,676 | $95,143 | $5,946iApproximate average salary by contribution assumption: employee only about $148,661 at 4% or $99,107 at 6%; with 50% employer match about $99,107 at 4% or $66,072 at 6%; with 100% employer match about $74,330 at 4% or $49,554 at 6%. |
| 2020 | 1 | 16 | $1,324,939 | $92,238 | $5,765iApproximate average salary by contribution assumption: employee only about $144,122 at 4% or $96,081 at 6%; with 50% employer match about $96,081 at 4% or $64,054 at 6%; with 100% employer match about $72,061 at 4% or $48,041 at 6%. |
| Jones, Kuriloff & Sargent LLC 401(K) Plan | - | 16 | $1,324,939 | $92,238 | $5,765iApproximate average salary by contribution assumption: employee only about $144,122 at 4% or $96,081 at 6%; with 50% employer match about $96,081 at 4% or $64,054 at 6%; with 100% employer match about $72,061 at 4% or $48,041 at 6%. |
| 2019 | 1 | 15 | $1,048,227 | $86,620 | $5,775iApproximate average salary by contribution assumption: employee only about $144,367 at 4% or $96,244 at 6%; with 50% employer match about $96,244 at 4% or $64,163 at 6%; with 100% employer match about $72,183 at 4% or $48,122 at 6%. |
| Jones, Kuriloff & Sargent LLC 401(K) Plan | - | 15 | $1,048,227 | $86,620 | $5,775iApproximate average salary by contribution assumption: employee only about $144,367 at 4% or $96,244 at 6%; with 50% employer match about $96,244 at 4% or $64,163 at 6%; with 100% employer match about $72,183 at 4% or $48,122 at 6%. |
| 2018 | 1 | 13 | $787,726 | $85,525 | $6,579iApproximate average salary by contribution assumption: employee only about $164,471 at 4% or $109,647 at 6%; with 50% employer match about $109,647 at 4% or $73,098 at 6%; with 100% employer match about $82,236 at 4% or $54,824 at 6%. |
| Jones, Kuriloff & Sargent LLC 401(K) Plan | - | 13 | $787,726 | $85,525 | $6,579iApproximate average salary by contribution assumption: employee only about $164,471 at 4% or $109,647 at 6%; with 50% employer match about $109,647 at 4% or $73,098 at 6%; with 100% employer match about $82,236 at 4% or $54,824 at 6%. |
| 2017 | 1 | 14 | $753,893 | $81,791 | $5,842iApproximate average salary by contribution assumption: employee only about $146,055 at 4% or $97,370 at 6%; with 50% employer match about $97,370 at 4% or $64,913 at 6%; with 100% employer match about $73,028 at 4% or $48,685 at 6%. |
| Jones, Kuriloff & Sargent LLC 401(K) Plan | - | 14 | $753,893 | $81,791 | $5,842iApproximate average salary by contribution assumption: employee only about $146,055 at 4% or $97,370 at 6%; with 50% employer match about $97,370 at 4% or $64,913 at 6%; with 100% employer match about $73,028 at 4% or $48,685 at 6%. |
| 2016 | 1 | 14 | $565,973 | $77,885 | $5,563iApproximate average salary by contribution assumption: employee only about $139,080 at 4% or $92,720 at 6%; with 50% employer match about $92,720 at 4% or $61,813 at 6%; with 100% employer match about $69,540 at 4% or $46,360 at 6%. |
| Jones, Kuriloff & Sargent LLC 401(K) Plan | - | 14 | $565,973 | $77,885 | $5,563iApproximate average salary by contribution assumption: employee only about $139,080 at 4% or $92,720 at 6%; with 50% employer match about $92,720 at 4% or $61,813 at 6%; with 100% employer match about $69,540 at 4% or $46,360 at 6%. |
| 2015 | 1 | 14 | $456,304 | $72,358 | $5,168iApproximate average salary by contribution assumption: employee only about $129,211 at 4% or $86,140 at 6%; with 50% employer match about $86,140 at 4% or $57,427 at 6%; with 100% employer match about $64,605 at 4% or $43,070 at 6%. |
| Jones, Kuriloff & Sargent LLC 401(K) Plan | - | 14 | $456,304 | $72,358 | $5,168iApproximate average salary by contribution assumption: employee only about $129,211 at 4% or $86,140 at 6%; with 50% employer match about $86,140 at 4% or $57,427 at 6%; with 100% employer match about $64,605 at 4% or $43,070 at 6%. |
| 2014 | 1 | 12 | $380,052 | $59,869 | $4,989iApproximate average salary by contribution assumption: employee only about $124,727 at 4% or $83,151 at 6%; with 50% employer match about $83,151 at 4% or $55,434 at 6%; with 100% employer match about $62,364 at 4% or $41,576 at 6%. |
| Jones, Kuriloff & Sargent LLC 401(K) Plan | - | 12 | $380,052 | $59,869 | $4,989iApproximate average salary by contribution assumption: employee only about $124,727 at 4% or $83,151 at 6%; with 50% employer match about $83,151 at 4% or $55,434 at 6%; with 100% employer match about $62,364 at 4% or $41,576 at 6%. |
| 2013 | 1 | 10 | $299,879 | $70,077 | $7,008iApproximate average salary by contribution assumption: employee only about $175,193 at 4% or $116,795 at 6%; with 50% employer match about $116,795 at 4% or $77,863 at 6%; with 100% employer match about $87,596 at 4% or $58,398 at 6%. |
| Jones, Kuriloff & Sargent LLC 401(K) Plan | - | 10 | $299,879 | $70,077 | $7,008iApproximate average salary by contribution assumption: employee only about $175,193 at 4% or $116,795 at 6%; with 50% employer match about $116,795 at 4% or $77,863 at 6%; with 100% employer match about $87,596 at 4% or $58,398 at 6%. |