Civic Intelligence

Owenby Jones Wealth Management LLC

Plan context: Owenby Jones Wealth Management LLC 401(K) Plan

EIN 46-3674209 • Alpharetta, GA • 15 filings • 2 plans

5755 North Point ParkwaySuite 209Alpharetta, GA 30022
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$3,239,343

2024 Contributions

$122,093

Historical Graphs

Total Assets Over Time

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

$3,239,343$1,619,672$0201320192024YearValue
$3,239,343Latest year 2024

Participants Over Time

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

1580201320192024YearValue
15Latest 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
2024115$3,239,343$122,093$8,140iApproximate average salary by contribution assumption: employee only about $203,488 at 4% or $135,659 at 6%; with 50% employer match about $135,659 at 4% or $90,439 at 6%; with 100% employer match about $101,744 at 4% or $67,829 at 6%.
Owenby Jones Wealth Management LLC 401(K) Plan-15$3,239,343$122,093$8,140iApproximate average salary by contribution assumption: employee only about $203,488 at 4% or $135,659 at 6%; with 50% employer match about $135,659 at 4% or $90,439 at 6%; with 100% employer match about $101,744 at 4% or $67,829 at 6%.
2023114$2,643,650$139,182$9,942iApproximate average salary by contribution assumption: employee only about $248,539 at 4% or $165,693 at 6%; with 50% employer match about $165,693 at 4% or $110,462 at 6%; with 100% employer match about $124,270 at 4% or $82,846 at 6%.
Owenby Jones Wealth Management LLC 401(K) Plan-14$2,643,650$139,182$9,942iApproximate average salary by contribution assumption: employee only about $248,539 at 4% or $165,693 at 6%; with 50% employer match about $165,693 at 4% or $110,462 at 6%; with 100% employer match about $124,270 at 4% or $82,846 at 6%.
2022111$2,084,709$224,225$20,384iApproximate average salary by contribution assumption: employee only about $509,602 at 4% or $339,735 at 6%; with 50% employer match about $339,735 at 4% or $226,490 at 6%; with 100% employer match about $254,801 at 4% or $169,867 at 6%.
Owenby Jones Wealth Management LLC 401(K) Plan-11$2,084,709$224,225$20,384iApproximate average salary by contribution assumption: employee only about $509,602 at 4% or $339,735 at 6%; with 50% employer match about $339,735 at 4% or $226,490 at 6%; with 100% employer match about $254,801 at 4% or $169,867 at 6%.
2021110$2,272,848$195,213$19,521iApproximate average salary by contribution assumption: employee only about $488,033 at 4% or $325,355 at 6%; with 50% employer match about $325,355 at 4% or $216,903 at 6%; with 100% employer match about $244,016 at 4% or $162,678 at 6%.
Owenby Jones Wealth Management LLC 401(K) Plan-10$2,272,848$195,213$19,521iApproximate average salary by contribution assumption: employee only about $488,033 at 4% or $325,355 at 6%; with 50% employer match about $325,355 at 4% or $216,903 at 6%; with 100% employer match about $244,016 at 4% or $162,678 at 6%.
2020111$1,771,703$149,978$13,634iApproximate average salary by contribution assumption: employee only about $340,859 at 4% or $227,239 at 6%; with 50% employer match about $227,239 at 4% or $151,493 at 6%; with 100% employer match about $170,430 at 4% or $113,620 at 6%.
Owenby Jones Wealth Management LLC 401(K) Plan-11$1,771,703$149,978$13,634iApproximate average salary by contribution assumption: employee only about $340,859 at 4% or $227,239 at 6%; with 50% employer match about $227,239 at 4% or $151,493 at 6%; with 100% employer match about $170,430 at 4% or $113,620 at 6%.
2019110$1,358,435$167,683$16,768iApproximate average salary by contribution assumption: employee only about $419,208 at 4% or $279,472 at 6%; with 50% employer match about $279,472 at 4% or $186,314 at 6%; with 100% employer match about $209,604 at 4% or $139,736 at 6%.
Owenby Jones Wealth Management LLC 401(K) Plan-10$1,358,435$167,683$16,768iApproximate average salary by contribution assumption: employee only about $419,208 at 4% or $279,472 at 6%; with 50% employer match about $279,472 at 4% or $186,314 at 6%; with 100% employer match about $209,604 at 4% or $139,736 at 6%.
201828$927,103$817,156$102,145iApproximate average salary by contribution assumption: employee only about $2,553,613 at 4% or $1,702,408 at 6%; with 50% employer match about $1,702,408 at 4% or $1,134,939 at 6%; with 100% employer match about $1,276,806 at 4% or $851,204 at 6%.
Owenby Jones Wealth Management LLC 401(K) Plan-8$927,103$817,156$102,145iApproximate average salary by contribution assumption: employee only about $2,553,613 at 4% or $1,702,408 at 6%; with 50% employer match about $1,702,408 at 4% or $1,134,939 at 6%; with 100% employer match about $1,276,806 at 4% or $851,204 at 6%.
OWENBY JONES WEALTH MANAGEMENT EMPLOYEE GROUP HEALTH PLAN-4---
201726$269,740$95,863$15,977iApproximate average salary by contribution assumption: employee only about $399,429 at 4% or $266,286 at 6%; with 50% employer match about $266,286 at 4% or $177,524 at 6%; with 100% employer match about $199,715 at 4% or $133,143 at 6%.
Owenby Jones Wealth Management LLC 401(K) Plan-6$268,877$95,863$15,977iApproximate average salary by contribution assumption: employee only about $399,429 at 4% or $266,286 at 6%; with 50% employer match about $266,286 at 4% or $177,524 at 6%; with 100% employer match about $199,715 at 4% or $133,143 at 6%.
OWENBY JONES WEALTH MANAGEMENT EMPLOYEE GROUP HEALTH PLAN-4$863--
201624$139,680$43,123$10,781iApproximate average salary by contribution assumption: employee only about $269,519 at 4% or $179,679 at 6%; with 50% employer match about $179,679 at 4% or $119,786 at 6%; with 100% employer match about $134,759 at 4% or $89,840 at 6%.
Owenby Jones Wealth Management LLC 401(K) Plan-3$138,719$43,123$14,374iApproximate average salary by contribution assumption: employee only about $359,358 at 4% or $239,572 at 6%; with 50% employer match about $239,572 at 4% or $159,715 at 6%; with 100% employer match about $179,679 at 4% or $119,786 at 6%.
OWENBY JONES WEALTH MANAGEMENT EMPLOYEE GROUP HEALTH PLAN-4$961--
201513$85,663$38,624$12,875iApproximate average salary by contribution assumption: employee only about $321,867 at 4% or $214,578 at 6%; with 50% employer match about $214,578 at 4% or $143,052 at 6%; with 100% employer match about $160,933 at 4% or $107,289 at 6%.
Owenby Jones Wealth Management LLC 401(K) Plan-3$85,663$38,624$12,875iApproximate average salary by contribution assumption: employee only about $321,867 at 4% or $214,578 at 6%; with 50% employer match about $214,578 at 4% or $143,052 at 6%; with 100% employer match about $160,933 at 4% or $107,289 at 6%.
201413$47,977$37,640$12,547iApproximate average salary by contribution assumption: employee only about $313,667 at 4% or $209,111 at 6%; with 50% employer match about $209,111 at 4% or $139,407 at 6%; with 100% employer match about $156,833 at 4% or $104,556 at 6%.
Owenby Jones Wealth Management LLC 401(K) Plan-3$47,977$37,640$12,547iApproximate average salary by contribution assumption: employee only about $313,667 at 4% or $209,111 at 6%; with 50% employer match about $209,111 at 4% or $139,407 at 6%; with 100% employer match about $156,833 at 4% or $104,556 at 6%.
201314$12,605$12,314$3,079iApproximate average salary by contribution assumption: employee only about $76,963 at 4% or $51,308 at 6%; with 50% employer match about $51,308 at 4% or $34,206 at 6%; with 100% employer match about $38,481 at 4% or $25,654 at 6%.
Owenby Jones Wealth Management LLC 401(K) Plan-4$12,605$12,314$3,079iApproximate average salary by contribution assumption: employee only about $76,963 at 4% or $51,308 at 6%; with 50% employer match about $51,308 at 4% or $34,206 at 6%; with 100% employer match about $38,481 at 4% or $25,654 at 6%.