Civic Intelligence

The Jameson Group LLC

Plan context: The Jameson Group LLC Retirement Plan & Trust

EIN 46-4295839 • Davis, OK • 12 filings • 1 plans

P.O. Box 488Davis, OK 73030
Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$2,413,437

2025 Contributions

$98,723

Historical Graphs

Total Assets Over Time

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

$2,413,437$1,206,719$0201420202025YearValue
$2,413,437Latest year 2025

Participants Over Time

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

28140201420202025YearValue
20Latest year 2025

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
2025120$2,413,437$98,723$4,936iApproximate average salary by contribution assumption: employee only about $123,404 at 4% or $82,269 at 6%; with 50% employer match about $82,269 at 4% or $54,846 at 6%; with 100% employer match about $61,702 at 4% or $41,135 at 6%.
The Jameson Group LLC Retirement Plan & Trust-20$2,413,437$98,723$4,936iApproximate average salary by contribution assumption: employee only about $123,404 at 4% or $82,269 at 6%; with 50% employer match about $82,269 at 4% or $54,846 at 6%; with 100% employer match about $61,702 at 4% or $41,135 at 6%.
2024120$2,114,138$96,519$4,826iApproximate average salary by contribution assumption: employee only about $120,649 at 4% or $80,433 at 6%; with 50% employer match about $80,433 at 4% or $53,622 at 6%; with 100% employer match about $60,324 at 4% or $40,216 at 6%.
The Jameson Group LLC Retirement Plan & Trust-20$2,114,138$96,519$4,826iApproximate average salary by contribution assumption: employee only about $120,649 at 4% or $80,433 at 6%; with 50% employer match about $80,433 at 4% or $53,622 at 6%; with 100% employer match about $60,324 at 4% or $40,216 at 6%.
2023120$1,895,757$113,126$5,656iApproximate average salary by contribution assumption: employee only about $141,408 at 4% or $94,272 at 6%; with 50% employer match about $94,272 at 4% or $62,848 at 6%; with 100% employer match about $70,704 at 4% or $47,136 at 6%.
The Jameson Group LLC Retirement Plan & Trust-20$1,895,757$113,126$5,656iApproximate average salary by contribution assumption: employee only about $141,408 at 4% or $94,272 at 6%; with 50% employer match about $94,272 at 4% or $62,848 at 6%; with 100% employer match about $70,704 at 4% or $47,136 at 6%.
2022121$1,696,220$102,576$4,885iApproximate average salary by contribution assumption: employee only about $122,114 at 4% or $81,410 at 6%; with 50% employer match about $81,410 at 4% or $54,273 at 6%; with 100% employer match about $61,057 at 4% or $40,705 at 6%.
The Jameson Group LLC Retirement Plan & Trust-21$1,696,220$102,576$4,885iApproximate average salary by contribution assumption: employee only about $122,114 at 4% or $81,410 at 6%; with 50% employer match about $81,410 at 4% or $54,273 at 6%; with 100% employer match about $61,057 at 4% or $40,705 at 6%.
2021121$2,070,967$87,832$4,182iApproximate average salary by contribution assumption: employee only about $104,562 at 4% or $69,708 at 6%; with 50% employer match about $69,708 at 4% or $46,472 at 6%; with 100% employer match about $52,281 at 4% or $34,854 at 6%.
The Jameson Group LLC Retirement Plan & Trust-21$2,070,967$87,832$4,182iApproximate average salary by contribution assumption: employee only about $104,562 at 4% or $69,708 at 6%; with 50% employer match about $69,708 at 4% or $46,472 at 6%; with 100% employer match about $52,281 at 4% or $34,854 at 6%.
2020122$1,852,965$87,643$3,984iApproximate average salary by contribution assumption: employee only about $99,594 at 4% or $66,396 at 6%; with 50% employer match about $66,396 at 4% or $44,264 at 6%; with 100% employer match about $49,797 at 4% or $33,198 at 6%.
The Jameson Group LLC Retirement Plan & Trust-22$1,852,965$87,643$3,984iApproximate average salary by contribution assumption: employee only about $99,594 at 4% or $66,396 at 6%; with 50% employer match about $66,396 at 4% or $44,264 at 6%; with 100% employer match about $49,797 at 4% or $33,198 at 6%.
2019124$1,603,994$178,407$7,434iApproximate average salary by contribution assumption: employee only about $185,841 at 4% or $123,894 at 6%; with 50% employer match about $123,894 at 4% or $82,596 at 6%; with 100% employer match about $92,920 at 4% or $61,947 at 6%.
The Jameson Group LLC Retirement Plan & Trust-24$1,603,994$178,407$7,434iApproximate average salary by contribution assumption: employee only about $185,841 at 4% or $123,894 at 6%; with 50% employer match about $123,894 at 4% or $82,596 at 6%; with 100% employer match about $92,920 at 4% or $61,947 at 6%.
2018128$1,827,281$169,207$6,043iApproximate average salary by contribution assumption: employee only about $151,078 at 4% or $100,718 at 6%; with 50% employer match about $100,718 at 4% or $67,146 at 6%; with 100% employer match about $75,539 at 4% or $50,359 at 6%.
The Jameson Group LLC Retirement Plan & Trust-28$1,827,281$169,207$6,043iApproximate average salary by contribution assumption: employee only about $151,078 at 4% or $100,718 at 6%; with 50% employer match about $100,718 at 4% or $67,146 at 6%; with 100% employer match about $75,539 at 4% or $50,359 at 6%.
2017124$1,957,125$157,554$6,565iApproximate average salary by contribution assumption: employee only about $164,119 at 4% or $109,413 at 6%; with 50% employer match about $109,413 at 4% or $72,942 at 6%; with 100% employer match about $82,059 at 4% or $54,706 at 6%.
The Jameson Group LLC Retirement Plan & Trust-24$1,957,125$157,554$6,565iApproximate average salary by contribution assumption: employee only about $164,119 at 4% or $109,413 at 6%; with 50% employer match about $109,413 at 4% or $72,942 at 6%; with 100% employer match about $82,059 at 4% or $54,706 at 6%.
2016124$1,654,001$133,252$5,552iApproximate average salary by contribution assumption: employee only about $138,804 at 4% or $92,536 at 6%; with 50% employer match about $92,536 at 4% or $61,691 at 6%; with 100% employer match about $69,402 at 4% or $46,268 at 6%.
The Jameson Group LLC Retirement Plan & Trust-24$1,654,001$133,252$5,552iApproximate average salary by contribution assumption: employee only about $138,804 at 4% or $92,536 at 6%; with 50% employer match about $92,536 at 4% or $61,691 at 6%; with 100% employer match about $69,402 at 4% or $46,268 at 6%.
2015123$1,504,988$91,629$3,984iApproximate average salary by contribution assumption: employee only about $99,597 at 4% or $66,398 at 6%; with 50% employer match about $66,398 at 4% or $44,265 at 6%; with 100% employer match about $49,798 at 4% or $33,199 at 6%.
The Jameson Group LLC Retirement Plan & Trust-23$1,504,988$91,629$3,984iApproximate average salary by contribution assumption: employee only about $99,597 at 4% or $66,398 at 6%; with 50% employer match about $66,398 at 4% or $44,265 at 6%; with 100% employer match about $49,798 at 4% or $33,199 at 6%.
2014121$1,748,966$121,747$5,797iApproximate average salary by contribution assumption: employee only about $144,937 at 4% or $96,625 at 6%; with 50% employer match about $96,625 at 4% or $64,416 at 6%; with 100% employer match about $72,468 at 4% or $48,312 at 6%.
The Jameson Group LLC Retirement Plan & Trust-21$1,748,966$121,747$5,797iApproximate average salary by contribution assumption: employee only about $144,937 at 4% or $96,625 at 6%; with 50% employer match about $96,625 at 4% or $64,416 at 6%; with 100% employer match about $72,468 at 4% or $48,312 at 6%.
The Jameson Group LLC | EIN 46-4295839 | 2025 Form 5500 Company Profile