Jones & Associates PC.
Plan context: Jones & Associates PC. 401 (K) Profit Sharing Plan
EIN 52-1918147 • Baltimore, MD • 19 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$396,064
2024 Contributions
$34,000
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 | 2 | $396,064 | $0 | - |
| Jones & Associates PC. 401 (K) Profit Sharing Plan | - | 2 | $396,064 | $0 | - |
| 2023 | 1 | 2 | $358,355 | $34,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| Jones & Associates PC. 401 (K) Profit Sharing Plan | - | 2 | $358,355 | $34,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| 2022 | 1 | 2 | $295,352 | $0 | - |
| Jones & Associates PC. 401 (K) Profit Sharing Plan | - | 2 | $295,352 | $0 | - |
| 2021 | 1 | 2 | $324,179 | $0 | - |
| Jones & Associates PC. 401 (K) Profit Sharing Plan | - | 2 | $324,179 | $0 | - |
| 2020 | 1 | 2 | $292,162 | $0 | - |
| Jones & Associates PC. 401 (K) Profit Sharing Plan | - | 2 | $292,162 | $0 | - |
| 2019 | 1 | 2 | $271,944 | $0 | - |
| Jones & Associates PC. 401 (K) Profit Sharing Plan | - | 2 | $271,944 | $0 | - |
| 2018 | 1 | 2 | $242,764 | $0 | - |
| Jones & Associates PC. 401 (K) Profit Sharing Plan | - | 2 | $242,764 | $0 | - |
| 2017 | 1 | 2 | $247,226 | $0 | - |
| Jones & Associates PC. 401 (K) Profit Sharing Plan | - | 2 | $247,226 | $0 | - |
| 2016 | 1 | 2 | $226,594 | $13,750 | $6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%. |
| Jones & Associates PC. 401 (K) Profit Sharing Plan | - | 2 | $226,594 | $13,750 | $6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%. |
| 2015 | 1 | 3 | $250,478 | $0 | - |
| Jones & Associates PC. 401 (K) Profit Sharing Plan | - | 3 | $250,478 | $0 | - |
| 2014 | 1 | 3 | $248,688 | $0 | - |
| Jones & Associates PC. 401 (K) Profit Sharing Plan | - | 3 | $248,688 | $0 | - |
| 2013 | 1 | 4 | $266,160 | $15,529 | $3,882iApproximate average salary by contribution assumption: employee only about $97,056 at 4% or $64,704 at 6%; with 50% employer match about $64,704 at 4% or $43,136 at 6%; with 100% employer match about $48,528 at 4% or $32,352 at 6%. |
| Jones & Associates PC. 401 (K) Profit Sharing Plan | - | 4 | $266,160 | $15,529 | $3,882iApproximate average salary by contribution assumption: employee only about $97,056 at 4% or $64,704 at 6%; with 50% employer match about $64,704 at 4% or $43,136 at 6%; with 100% employer match about $48,528 at 4% or $32,352 at 6%. |
| 2012 | 1 | 5 | $232,497 | $15,652 | $3,130iApproximate average salary by contribution assumption: employee only about $78,260 at 4% or $52,173 at 6%; with 50% employer match about $52,173 at 4% or $34,782 at 6%; with 100% employer match about $39,130 at 4% or $26,087 at 6%. |
| Jones & Associates PC. 401 (K) Profit Sharing Plan | - | 5 | $232,497 | $15,652 | $3,130iApproximate average salary by contribution assumption: employee only about $78,260 at 4% or $52,173 at 6%; with 50% employer match about $52,173 at 4% or $34,782 at 6%; with 100% employer match about $39,130 at 4% or $26,087 at 6%. |
| 2011 | 1 | 6 | $410,609 | $39,325 | $6,554iApproximate average salary by contribution assumption: employee only about $163,854 at 4% or $109,236 at 6%; with 50% employer match about $109,236 at 4% or $72,824 at 6%; with 100% employer match about $81,927 at 4% or $54,618 at 6%. |
| Jones & Associates PC. 401 (K) Profit Sharing Plan | - | 6 | $410,609 | $39,325 | $6,554iApproximate average salary by contribution assumption: employee only about $163,854 at 4% or $109,236 at 6%; with 50% employer match about $109,236 at 4% or $72,824 at 6%; with 100% employer match about $81,927 at 4% or $54,618 at 6%. |
| 2010 | 1 | 6 | $415,575 | $54,445 | $9,074iApproximate average salary by contribution assumption: employee only about $226,854 at 4% or $151,236 at 6%; with 50% employer match about $151,236 at 4% or $100,824 at 6%; with 100% employer match about $113,427 at 4% or $75,618 at 6%. |
| Jones & Associates PC. 401 (K) Profit Sharing Plan | - | 6 | $415,575 | $54,445 | $9,074iApproximate average salary by contribution assumption: employee only about $226,854 at 4% or $151,236 at 6%; with 50% employer match about $151,236 at 4% or $100,824 at 6%; with 100% employer match about $113,427 at 4% or $75,618 at 6%. |
| 2009 | 1 | 6 | $325,922 | $97,668 | $16,278iApproximate average salary by contribution assumption: employee only about $406,950 at 4% or $271,300 at 6%; with 50% employer match about $271,300 at 4% or $180,867 at 6%; with 100% employer match about $203,475 at 4% or $135,650 at 6%. |
| Jones & Associates PC. 401 (K) Profit Sharing Plan | - | 6 | $325,922 | $97,668 | $16,278iApproximate average salary by contribution assumption: employee only about $406,950 at 4% or $271,300 at 6%; with 50% employer match about $271,300 at 4% or $180,867 at 6%; with 100% employer match about $203,475 at 4% or $135,650 at 6%. |
| 2008 | 1 | 6 | $170,835 | $100,495 | $16,749iApproximate average salary by contribution assumption: employee only about $418,729 at 4% or $279,153 at 6%; with 50% employer match about $279,153 at 4% or $186,102 at 6%; with 100% employer match about $209,365 at 4% or $139,576 at 6%. |
| Jones & Associates PC. 401 (K) Profit Sharing Plan | - | 6 | $170,835 | $100,495 | $16,749iApproximate average salary by contribution assumption: employee only about $418,729 at 4% or $279,153 at 6%; with 50% employer match about $279,153 at 4% or $186,102 at 6%; with 100% employer match about $209,365 at 4% or $139,576 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Jones & Associates PC. 401 (K) Profit Sharing Plan | - | 7 | - | - | - |
| 2006 | 1 | 7 | $78,782 | $78,782 | $11,255iApproximate average salary by contribution assumption: employee only about $281,364 at 4% or $187,576 at 6%; with 50% employer match about $187,576 at 4% or $125,051 at 6%; with 100% employer match about $140,682 at 4% or $93,788 at 6%. |
| Jones & Associates PC. 401 (K) Profit Sharing Plan | - | 7 | $78,782 | $78,782 | $11,255iApproximate average salary by contribution assumption: employee only about $281,364 at 4% or $187,576 at 6%; with 50% employer match about $187,576 at 4% or $125,051 at 6%; with 100% employer match about $140,682 at 4% or $93,788 at 6%. |