Civic Intelligence

Jones & Bruce, P.A.

Plan context: Jones & Bruce, P.A. Money Purchase Pension Plan

EIN 52-1004201 • 6 filings • 1 plans

Current Snapshot

Latest Year

2004

2004 Participants

2

2004 Assets

$25,466

2004 Contributions

$1,955

Historical Graphs

Total Assets Over Time

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

$383,214$191,607$0199920032004YearValue
$25,466Latest year 2004

Participants Over Time

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

530199920022004YearValue
2Latest year 2004

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
200412$25,466$1,955$978iApproximate average salary by contribution assumption: employee only about $24,438 at 4% or $16,292 at 6%; with 50% employer match about $16,292 at 4% or $10,861 at 6%; with 100% employer match about $12,219 at 4% or $8,146 at 6%.
Jones & Bruce, P.A. Money Purchase Pension Plan-2$25,466$1,955$978iApproximate average salary by contribution assumption: employee only about $24,438 at 4% or $16,292 at 6%; with 50% employer match about $16,292 at 4% or $10,861 at 6%; with 100% employer match about $12,219 at 4% or $8,146 at 6%.
200313$141,351$1,954$651iApproximate average salary by contribution assumption: employee only about $16,283 at 4% or $10,856 at 6%; with 50% employer match about $10,856 at 4% or $7,237 at 6%; with 100% employer match about $8,142 at 4% or $5,428 at 6%.
Jones & Bruce, P.A. Money Purchase Pension Plan-3$141,351$1,954$651iApproximate average salary by contribution assumption: employee only about $16,283 at 4% or $10,856 at 6%; with 50% employer match about $10,856 at 4% or $7,237 at 6%; with 100% employer match about $8,142 at 4% or $5,428 at 6%.
200212$0$0-
Jones & Bruce, P.A. Money Purchase Pension Plan-2---
200115$0$0-
Jones & Bruce, P.A. Money Purchase Pension Plan-5---
200015$0$0-
Jones & Bruce, P.A. Money Purchase Pension Plan-5---
199915$383,214$15,060$3,012iApproximate average salary by contribution assumption: employee only about $75,300 at 4% or $50,200 at 6%; with 50% employer match about $50,200 at 4% or $33,467 at 6%; with 100% employer match about $37,650 at 4% or $25,100 at 6%.
Jones & Bruce, P.A. Money Purchase Pension Plan-5$383,214$15,060$3,012iApproximate average salary by contribution assumption: employee only about $75,300 at 4% or $50,200 at 6%; with 50% employer match about $50,200 at 4% or $33,467 at 6%; with 100% employer match about $37,650 at 4% or $25,100 at 6%.
Jones & Bruce, P.A. | EIN 52-1004201 | 2004 Form 5500 Company Profile