Rees-Jones Holdings LLC
Plan context: Rees-Jones Holdings LLC 401(K) Profit Sharing Plan
EIN 46-3556054 • 3 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
139
2024 Assets
$35,088,673
2024 Contributions
$2,284,379
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 | 139 | $35,088,673 | $2,284,379 | $16,434iApproximate average salary by contribution assumption: employee only about $410,860 at 4% or $273,906 at 6%; with 50% employer match about $273,906 at 4% or $182,604 at 6%; with 100% employer match about $205,430 at 4% or $136,953 at 6%. |
| Rees-Jones Holdings LLC 401(K) Profit Sharing Plan | - | 139 | $35,088,673 | $2,284,379 | $16,434iApproximate average salary by contribution assumption: employee only about $410,860 at 4% or $273,906 at 6%; with 50% employer match about $273,906 at 4% or $182,604 at 6%; with 100% employer match about $205,430 at 4% or $136,953 at 6%. |
| 2023 | 1 | 148 | $32,320,484 | $1,822,482 | $12,314iApproximate average salary by contribution assumption: employee only about $307,852 at 4% or $205,234 at 6%; with 50% employer match about $205,234 at 4% or $136,823 at 6%; with 100% employer match about $153,926 at 4% or $102,617 at 6%. |
| Rees-Jones Holdings LLC 401(K) Profit Sharing Plan | - | 148 | $32,320,484 | $1,822,482 | $12,314iApproximate average salary by contribution assumption: employee only about $307,852 at 4% or $205,234 at 6%; with 50% employer match about $205,234 at 4% or $136,823 at 6%; with 100% employer match about $153,926 at 4% or $102,617 at 6%. |
| 2022 | 1 | 142 | $30,970,349 | $3,525,499 | $24,827iApproximate average salary by contribution assumption: employee only about $620,686 at 4% or $413,791 at 6%; with 50% employer match about $413,791 at 4% or $275,861 at 6%; with 100% employer match about $310,343 at 4% or $206,895 at 6%. |
| Rees-Jones Holdings LLC 401(K) Profit Sharing Plan | - | 142 | $30,970,349 | $3,525,499 | $24,827iApproximate average salary by contribution assumption: employee only about $620,686 at 4% or $413,791 at 6%; with 50% employer match about $413,791 at 4% or $275,861 at 6%; with 100% employer match about $310,343 at 4% or $206,895 at 6%. |