Civic Intelligence

Jonestrading Institutional Services LLC

Plan context: Jonestrading Institutional Services LLC 401(K) Plan

EIN 51-0484896 • 60 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

175

2024 Assets

$107,172,013

2024 Contributions

$3,716,993

Historical Graphs

Total Assets Over Time

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

$107,172,013$53,586,007$0200320142024YearValue
$107,172,013Latest year 2024

Participants Over Time

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

183920200320142024YearValue
175Latest 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
20242175$107,172,013$3,716,993$21,240iApproximate average salary by contribution assumption: employee only about $530,999 at 4% or $353,999 at 6%; with 50% employer match about $353,999 at 4% or $236,000 at 6%; with 100% employer match about $265,500 at 4% or $177,000 at 6%.
Jonestrading Institutional Services LLC 401(K) Plan-175$107,172,013$3,716,993$21,240iApproximate average salary by contribution assumption: employee only about $530,999 at 4% or $353,999 at 6%; with 50% employer match about $353,999 at 4% or $236,000 at 6%; with 100% employer match about $265,500 at 4% or $177,000 at 6%.
The Jonestrading Employee Benefit Plan-163---
20232179$93,735,885$3,497,102$19,537iApproximate average salary by contribution assumption: employee only about $488,422 at 4% or $325,615 at 6%; with 50% employer match about $325,615 at 4% or $217,076 at 6%; with 100% employer match about $244,211 at 4% or $162,807 at 6%.
Jonestrading Institutional Services LLC 401(K) Plan-164$93,735,885$3,497,102$21,324iApproximate average salary by contribution assumption: employee only about $533,095 at 4% or $355,397 at 6%; with 50% employer match about $355,397 at 4% or $236,931 at 6%; with 100% employer match about $266,547 at 4% or $177,698 at 6%.
The Jonestrading Employee Benefit Plan-179---
20222179$79,978,040$3,881,488$21,684iApproximate average salary by contribution assumption: employee only about $542,107 at 4% or $361,405 at 6%; with 50% employer match about $361,405 at 4% or $240,937 at 6%; with 100% employer match about $271,054 at 4% or $180,702 at 6%.
Jonestrading Institutional Services LLC 401(K) Plan-170$79,978,040$3,881,488$22,832iApproximate average salary by contribution assumption: employee only about $570,807 at 4% or $380,538 at 6%; with 50% employer match about $380,538 at 4% or $253,692 at 6%; with 100% employer match about $285,404 at 4% or $190,269 at 6%.
The Jonestrading Employee Benefit Plan-179---
20212159$96,055,791$3,234,010$20,340iApproximate average salary by contribution assumption: employee only about $508,492 at 4% or $338,995 at 6%; with 50% employer match about $338,995 at 4% or $225,997 at 6%; with 100% employer match about $254,246 at 4% or $169,497 at 6%.
Jonestrading Institutional Services LLC 401(K) Plan-159$96,055,791$3,234,010$20,340iApproximate average salary by contribution assumption: employee only about $508,492 at 4% or $338,995 at 6%; with 50% employer match about $338,995 at 4% or $225,997 at 6%; with 100% employer match about $254,246 at 4% or $169,497 at 6%.
The Jonestrading Employee Benefit Plan-136---
20203154$83,449,163$3,469,731$22,531iApproximate average salary by contribution assumption: employee only about $563,268 at 4% or $375,512 at 6%; with 50% employer match about $375,512 at 4% or $250,341 at 6%; with 100% employer match about $281,634 at 4% or $187,756 at 6%.
Jonestrading Institutional Services LLC 401(K) Plan-154$83,449,163$3,469,731$22,531iApproximate average salary by contribution assumption: employee only about $563,268 at 4% or $375,512 at 6%; with 50% employer match about $375,512 at 4% or $250,341 at 6%; with 100% employer match about $281,634 at 4% or $187,756 at 6%.
The Jonestrading Employee Benefit Plan-129---
The Jonestrading Group Life Plan-0---
20193162$73,824,184$2,824,590$17,436iApproximate average salary by contribution assumption: employee only about $435,894 at 4% or $290,596 at 6%; with 50% employer match about $290,596 at 4% or $193,730 at 6%; with 100% employer match about $217,947 at 4% or $145,298 at 6%.
Jonestrading Institutional Services LLC 401(K) Plan-155$73,824,184$2,824,590$18,223iApproximate average salary by contribution assumption: employee only about $455,579 at 4% or $303,719 at 6%; with 50% employer match about $303,719 at 4% or $202,480 at 6%; with 100% employer match about $227,790 at 4% or $151,860 at 6%.
The Jonestrading Group Life Plan-162---
The Jonestrading Employee Benefit Plan-120---
20183161$59,558,291$2,639,512$16,394iApproximate average salary by contribution assumption: employee only about $409,862 at 4% or $273,241 at 6%; with 50% employer match about $273,241 at 4% or $182,161 at 6%; with 100% employer match about $204,931 at 4% or $136,621 at 6%.
Jonestrading Institutional Services LLC 401(K) Plan-146$59,558,291$2,639,512$18,079iApproximate average salary by contribution assumption: employee only about $451,971 at 4% or $301,314 at 6%; with 50% employer match about $301,314 at 4% or $200,876 at 6%; with 100% employer match about $225,986 at 4% or $150,657 at 6%.
The Jonestrading Employee Benefit Plan-126---
The Jonestrading Group Life Plan-161---
20173145$64,945,786$2,795,689$19,281iApproximate average salary by contribution assumption: employee only about $482,015 at 4% or $321,344 at 6%; with 50% employer match about $321,344 at 4% or $214,229 at 6%; with 100% employer match about $241,008 at 4% or $160,672 at 6%.
Jonestrading Institutional Services LLC 401(K) Plan-145$64,945,786$2,795,689$19,281iApproximate average salary by contribution assumption: employee only about $482,015 at 4% or $321,344 at 6%; with 50% employer match about $321,344 at 4% or $214,229 at 6%; with 100% employer match about $241,008 at 4% or $160,672 at 6%.
The Jonestrading Employee Benefit Plan-119---
The Jonestrading Group Life Plan-122---
20163147$53,578,805$2,780,196$18,913iApproximate average salary by contribution assumption: employee only about $472,822 at 4% or $315,215 at 6%; with 50% employer match about $315,215 at 4% or $210,143 at 6%; with 100% employer match about $236,411 at 4% or $157,607 at 6%.
Jonestrading Institutional Services LLC 401(K) Plan-140$53,578,805$2,780,196$19,859iApproximate average salary by contribution assumption: employee only about $496,464 at 4% or $330,976 at 6%; with 50% employer match about $330,976 at 4% or $220,650 at 6%; with 100% employer match about $248,232 at 4% or $165,488 at 6%.
The Jonestrading Employee Benefit Plan-111---
The Jonestrading Group Life Plan-147---
20153142$47,810,135$2,704,740$19,047iApproximate average salary by contribution assumption: employee only about $476,187 at 4% or $317,458 at 6%; with 50% employer match about $317,458 at 4% or $211,638 at 6%; with 100% employer match about $238,093 at 4% or $158,729 at 6%.
Jonestrading Institutional Services LLC 401(K) Plan-140$47,810,135$2,704,740$19,320iApproximate average salary by contribution assumption: employee only about $482,989 at 4% or $321,993 at 6%; with 50% employer match about $321,993 at 4% or $214,662 at 6%; with 100% employer match about $241,495 at 4% or $160,996 at 6%.
The Jonestrading Group Life Plan-142---
The Jonestrading Employee Benefit Plan-115---
20143142$46,210,627$2,550,010$17,958iApproximate average salary by contribution assumption: employee only about $448,945 at 4% or $299,297 at 6%; with 50% employer match about $299,297 at 4% or $199,531 at 6%; with 100% employer match about $224,473 at 4% or $149,648 at 6%.
Jonestrading Institutional Services LLC 401(K) Plan-138$46,210,627$2,550,010$18,478iApproximate average salary by contribution assumption: employee only about $461,958 at 4% or $307,972 at 6%; with 50% employer match about $307,972 at 4% or $205,315 at 6%; with 100% employer match about $230,979 at 4% or $153,986 at 6%.
The Jonestrading Employee Benefit Plan-117---
The Jonestrading Group Life Plan-142---
20133142$43,620,695$2,776,496$19,553iApproximate average salary by contribution assumption: employee only about $488,820 at 4% or $325,880 at 6%; with 50% employer match about $325,880 at 4% or $217,253 at 6%; with 100% employer match about $244,410 at 4% or $162,940 at 6%.
Jonestrading Institutional Services LLC 401(K) Plan-142$43,620,695$2,776,496$19,553iApproximate average salary by contribution assumption: employee only about $488,820 at 4% or $325,880 at 6%; with 50% employer match about $325,880 at 4% or $217,253 at 6%; with 100% employer match about $244,410 at 4% or $162,940 at 6%.
The Jonestrading Group Life Plan-130---
The Jonestrading Employee Benefit Plan-130---
20123144$35,499,520$2,785,185$19,342iApproximate average salary by contribution assumption: employee only about $483,539 at 4% or $322,359 at 6%; with 50% employer match about $322,359 at 4% or $214,906 at 6%; with 100% employer match about $241,770 at 4% or $161,180 at 6%.
Jonestrading Institutional Services LLC 401(K) Plan-144$35,499,520$2,785,185$19,342iApproximate average salary by contribution assumption: employee only about $483,539 at 4% or $322,359 at 6%; with 50% employer match about $322,359 at 4% or $214,906 at 6%; with 100% employer match about $241,770 at 4% or $161,180 at 6%.
The Jonestrading Employee Benefit Plan-130---
The Jonestrading Group Life Plan-130---
20113144$30,718,725$2,386,394$16,572iApproximate average salary by contribution assumption: employee only about $414,305 at 4% or $276,203 at 6%; with 50% employer match about $276,203 at 4% or $184,135 at 6%; with 100% employer match about $207,152 at 4% or $138,102 at 6%.
Jonestrading Institutional Services LLC 401(K) Plan-143$30,718,725$2,386,394$16,688iApproximate average salary by contribution assumption: employee only about $417,202 at 4% or $278,134 at 6%; with 50% employer match about $278,134 at 4% or $185,423 at 6%; with 100% employer match about $208,601 at 4% or $139,067 at 6%.
The Jonestrading Group Life Plan-144---
The Jonestrading Employee Benefit Plan-135---
20103153$30,534,911$2,548,455$16,657iApproximate average salary by contribution assumption: employee only about $416,414 at 4% or $277,609 at 6%; with 50% employer match about $277,609 at 4% or $185,073 at 6%; with 100% employer match about $208,207 at 4% or $138,805 at 6%.
Jonestrading Institutional Services LLC 401(K) Plan-148$30,534,911$2,548,455$17,219iApproximate average salary by contribution assumption: employee only about $430,482 at 4% or $286,988 at 6%; with 50% employer match about $286,988 at 4% or $191,325 at 6%; with 100% employer match about $215,241 at 4% or $143,494 at 6%.
The Jonestrading Employee Benefit Plan-153---
The Jonestrading Group Life Plan-153---
20093168$27,065,581$3,245,647$19,319iApproximate average salary by contribution assumption: employee only about $482,983 at 4% or $321,989 at 6%; with 50% employer match about $321,989 at 4% or $214,659 at 6%; with 100% employer match about $241,492 at 4% or $160,994 at 6%.
Jonestrading Institutional Services LLC 401(K) Plan-162$27,065,581$3,245,647$20,035iApproximate average salary by contribution assumption: employee only about $500,871 at 4% or $333,914 at 6%; with 50% employer match about $333,914 at 4% or $222,610 at 6%; with 100% employer match about $250,436 at 4% or $166,957 at 6%.
The Jonestrading Employee Benefit Plan-168---
The Jonestrading Group Life Plan-168---
20083183$20,890,188$3,809,169$20,815iApproximate average salary by contribution assumption: employee only about $520,378 at 4% or $346,919 at 6%; with 50% employer match about $346,919 at 4% or $231,279 at 6%; with 100% employer match about $260,189 at 4% or $173,459 at 6%.
Jonestrading Institutional Services LLC 401(K) Plan-183$20,890,188$3,809,169$20,815iApproximate average salary by contribution assumption: employee only about $520,378 at 4% or $346,919 at 6%; with 50% employer match about $346,919 at 4% or $231,279 at 6%; with 100% employer match about $260,189 at 4% or $173,459 at 6%.
The Jonestrading Employee Benefit Plan-175---
The Jonestrading Group Life Plan-175---
20073162$26,569,722$3,437,810$21,221iApproximate average salary by contribution assumption: employee only about $530,526 at 4% or $353,684 at 6%; with 50% employer match about $353,684 at 4% or $235,789 at 6%; with 100% employer match about $265,263 at 4% or $176,842 at 6%.
Jonestrading Institutional Services LLC 401(K) Plan-147$26,569,722$3,437,810$23,386iApproximate average salary by contribution assumption: employee only about $584,662 at 4% or $389,774 at 6%; with 50% employer match about $389,774 at 4% or $259,850 at 6%; with 100% employer match about $292,331 at 4% or $194,887 at 6%.
The Jonestrading Group Life Plan-162---
The Jonestrading Employee Benefit Plan-156---
20063146$21,815,011$3,151,888$21,588iApproximate average salary by contribution assumption: employee only about $539,707 at 4% or $359,805 at 6%; with 50% employer match about $359,805 at 4% or $239,870 at 6%; with 100% employer match about $269,853 at 4% or $179,902 at 6%.
Jonestrading Institutional Services LLC 401(K) Plan-134$21,815,011$3,151,888$23,522iApproximate average salary by contribution assumption: employee only about $588,039 at 4% or $392,026 at 6%; with 50% employer match about $392,026 at 4% or $261,351 at 6%; with 100% employer match about $294,019 at 4% or $196,013 at 6%.
The Jonestrading Employee Benefit Plan-146---
The Jonestrading Group Life Plan-146---
20053136$19,206,985$2,587,731$19,027iApproximate average salary by contribution assumption: employee only about $475,686 at 4% or $317,124 at 6%; with 50% employer match about $317,124 at 4% or $211,416 at 6%; with 100% employer match about $237,843 at 4% or $158,562 at 6%.
Jonestrading Institutional Services LLC 401(K) Plan-115$19,206,985$2,587,731$22,502iApproximate average salary by contribution assumption: employee only about $562,550 at 4% or $375,033 at 6%; with 50% employer match about $375,033 at 4% or $250,022 at 6%; with 100% employer match about $281,275 at 4% or $187,517 at 6%.
The Jonestrading Group Life Plan-136---
The Jonestrading Employee Benefit Plan-136---
20043123$15,428,056$2,282,225$18,555iApproximate average salary by contribution assumption: employee only about $463,867 at 4% or $309,245 at 6%; with 50% employer match about $309,245 at 4% or $206,163 at 6%; with 100% employer match about $231,933 at 4% or $154,622 at 6%.
Jonestrading Institutional Services LLC 401(K) Plan-118$15,428,056$2,282,225$19,341iApproximate average salary by contribution assumption: employee only about $483,522 at 4% or $322,348 at 6%; with 50% employer match about $322,348 at 4% or $214,899 at 6%; with 100% employer match about $241,761 at 4% or $161,174 at 6%.
The Jonestrading Employee Benefit Plan-123---
The Jonestrading Group Life Plan-122---
20031121$14,071,063$2,617,508$21,632iApproximate average salary by contribution assumption: employee only about $540,807 at 4% or $360,538 at 6%; with 50% employer match about $360,538 at 4% or $240,359 at 6%; with 100% employer match about $270,404 at 4% or $180,269 at 6%.
Jonestrading Institutional Services LLC 401(K) Plan-121$14,071,063$2,617,508$21,632iApproximate average salary by contribution assumption: employee only about $540,807 at 4% or $360,538 at 6%; with 50% employer match about $360,538 at 4% or $240,359 at 6%; with 100% employer match about $270,404 at 4% or $180,269 at 6%.