Civic Intelligence

The Jackson Group Inc.

Plan context: The Jackson Group 401(K) Retirement Plan

EIN 56-1136262 • Hickory, NC • 18 filings • 3 plans

PO Box 1662Hickory, NC 28603-1662
Current Snapshot

Latest Year

2018

2018 Participants

10

2018 Assets

$602,710

2018 Contributions

$76,721

Historical Graphs

Total Assets Over Time

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

$824,922$412,461$0200020102017YearValue
$602,710Latest year 2017

Participants Over Time

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

25130200020092017YearValue
10Latest year 2017

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
201810$0$0-
The Jackson Group 401(K) Retirement Plan-0$0$0-
2017110$602,710$76,721$7,672iApproximate average salary by contribution assumption: employee only about $191,803 at 4% or $127,868 at 6%; with 50% employer match about $127,868 at 4% or $85,246 at 6%; with 100% employer match about $95,901 at 4% or $63,934 at 6%.
The Jackson Group 401(K) Retirement Plan-10$602,710$76,721$7,672iApproximate average salary by contribution assumption: employee only about $191,803 at 4% or $127,868 at 6%; with 50% employer match about $127,868 at 4% or $85,246 at 6%; with 100% employer match about $95,901 at 4% or $63,934 at 6%.
2016117$824,922$1,351$79iApproximate average salary by contribution assumption: employee only about $1,987 at 4% or $1,325 at 6%; with 50% employer match about $1,325 at 4% or $883 at 6%; with 100% employer match about $993 at 4% or $662 at 6%.
The Jackson Group 401(K) Retirement Plan-17$824,922$1,351$79iApproximate average salary by contribution assumption: employee only about $1,987 at 4% or $1,325 at 6%; with 50% employer match about $1,325 at 4% or $883 at 6%; with 100% employer match about $993 at 4% or $662 at 6%.
2015117$759,685$0-
The Jackson Group 401(K) Retirement Plan-17$759,685$0-
2014117$782,041$11,793$694iApproximate average salary by contribution assumption: employee only about $17,343 at 4% or $11,562 at 6%; with 50% employer match about $11,562 at 4% or $7,708 at 6%; with 100% employer match about $8,671 at 4% or $5,781 at 6%.
The Jackson Group 401(K) Retirement Plan-17$782,041$11,793$694iApproximate average salary by contribution assumption: employee only about $17,343 at 4% or $11,562 at 6%; with 50% employer match about $11,562 at 4% or $7,708 at 6%; with 100% employer match about $8,671 at 4% or $5,781 at 6%.
2013118$800,840$988$55iApproximate average salary by contribution assumption: employee only about $1,372 at 4% or $915 at 6%; with 50% employer match about $915 at 4% or $610 at 6%; with 100% employer match about $686 at 4% or $457 at 6%.
The Jackson Group 401(K) Retirement Plan-18$800,840$988$55iApproximate average salary by contribution assumption: employee only about $1,372 at 4% or $915 at 6%; with 50% employer match about $915 at 4% or $610 at 6%; with 100% employer match about $686 at 4% or $457 at 6%.
2012118$643,358$47,557$2,642iApproximate average salary by contribution assumption: employee only about $66,051 at 4% or $44,034 at 6%; with 50% employer match about $44,034 at 4% or $29,356 at 6%; with 100% employer match about $33,026 at 4% or $22,017 at 6%.
The Jackson Group 401(K) Retirement Plan-18$643,358$47,557$2,642iApproximate average salary by contribution assumption: employee only about $66,051 at 4% or $44,034 at 6%; with 50% employer match about $44,034 at 4% or $29,356 at 6%; with 100% employer match about $33,026 at 4% or $22,017 at 6%.
2011117$528,071$54,256$3,192iApproximate average salary by contribution assumption: employee only about $79,788 at 4% or $53,192 at 6%; with 50% employer match about $53,192 at 4% or $35,461 at 6%; with 100% employer match about $39,894 at 4% or $26,596 at 6%.
The Jackson Group 401(K) Retirement Plan-17$528,071$54,256$3,192iApproximate average salary by contribution assumption: employee only about $79,788 at 4% or $53,192 at 6%; with 50% employer match about $53,192 at 4% or $35,461 at 6%; with 100% employer match about $39,894 at 4% or $26,596 at 6%.
2010117$491,197$34,033$2,002iApproximate average salary by contribution assumption: employee only about $50,049 at 4% or $33,366 at 6%; with 50% employer match about $33,366 at 4% or $22,244 at 6%; with 100% employer match about $25,024 at 4% or $16,683 at 6%.
The Jackson Group 401(K) Retirement Plan-17$491,197$34,033$2,002iApproximate average salary by contribution assumption: employee only about $50,049 at 4% or $33,366 at 6%; with 50% employer match about $33,366 at 4% or $22,244 at 6%; with 100% employer match about $25,024 at 4% or $16,683 at 6%.
2009119$433,389$41,464$2,182iApproximate average salary by contribution assumption: employee only about $54,558 at 4% or $36,372 at 6%; with 50% employer match about $36,372 at 4% or $24,248 at 6%; with 100% employer match about $27,279 at 4% or $18,186 at 6%.
The Jackson Group 401(K) Retirement Plan-19$433,389$41,464$2,182iApproximate average salary by contribution assumption: employee only about $54,558 at 4% or $36,372 at 6%; with 50% employer match about $36,372 at 4% or $24,248 at 6%; with 100% employer match about $27,279 at 4% or $18,186 at 6%.
2008122$395,118$84,067$3,821iApproximate average salary by contribution assumption: employee only about $95,531 at 4% or $63,687 at 6%; with 50% employer match about $63,687 at 4% or $42,458 at 6%; with 100% employer match about $47,765 at 4% or $31,844 at 6%.
The Jackson Group 401(K) Retirement Plan-22$395,118$84,067$3,821iApproximate average salary by contribution assumption: employee only about $95,531 at 4% or $63,687 at 6%; with 50% employer match about $63,687 at 4% or $42,458 at 6%; with 100% employer match about $47,765 at 4% or $31,844 at 6%.
2007123$563,927$109,637$4,767iApproximate average salary by contribution assumption: employee only about $119,171 at 4% or $79,447 at 6%; with 50% employer match about $79,447 at 4% or $52,965 at 6%; with 100% employer match about $59,585 at 4% or $39,724 at 6%.
The Jackson Group 401(K) Retirement Plan-23$563,927$109,637$4,767iApproximate average salary by contribution assumption: employee only about $119,171 at 4% or $79,447 at 6%; with 50% employer match about $79,447 at 4% or $52,965 at 6%; with 100% employer match about $59,585 at 4% or $39,724 at 6%.
2006125$462,067$107,502$4,300iApproximate average salary by contribution assumption: employee only about $107,502 at 4% or $71,668 at 6%; with 50% employer match about $71,668 at 4% or $47,779 at 6%; with 100% employer match about $53,751 at 4% or $35,834 at 6%.
The Jackson Group 401(K) Retirement Plan-25$462,067$107,502$4,300iApproximate average salary by contribution assumption: employee only about $107,502 at 4% or $71,668 at 6%; with 50% employer match about $71,668 at 4% or $47,779 at 6%; with 100% employer match about $53,751 at 4% or $35,834 at 6%.
2004121$210,409$46,427$2,211iApproximate average salary by contribution assumption: employee only about $55,270 at 4% or $36,847 at 6%; with 50% employer match about $36,847 at 4% or $24,565 at 6%; with 100% employer match about $27,635 at 4% or $18,423 at 6%.
The Jackson Group 401(K) Retirement Plan-21$210,409$46,427$2,211iApproximate average salary by contribution assumption: employee only about $55,270 at 4% or $36,847 at 6%; with 50% employer match about $36,847 at 4% or $24,565 at 6%; with 100% employer match about $27,635 at 4% or $18,423 at 6%.
2003120$141,197$37,521$1,876iApproximate average salary by contribution assumption: employee only about $46,901 at 4% or $31,268 at 6%; with 50% employer match about $31,268 at 4% or $20,845 at 6%; with 100% employer match about $23,451 at 4% or $15,634 at 6%.
The Jackson Group 401(K) Retirement Plan-20$141,197$37,521$1,876iApproximate average salary by contribution assumption: employee only about $46,901 at 4% or $31,268 at 6%; with 50% employer match about $31,268 at 4% or $20,845 at 6%; with 100% employer match about $23,451 at 4% or $15,634 at 6%.
2002118$76,909$49,302$2,739iApproximate average salary by contribution assumption: employee only about $68,475 at 4% or $45,650 at 6%; with 50% employer match about $45,650 at 4% or $30,433 at 6%; with 100% employer match about $34,238 at 4% or $22,825 at 6%.
The Jackson Group 401(K) Retirement Plan-18$76,909$49,302$2,739iApproximate average salary by contribution assumption: employee only about $68,475 at 4% or $45,650 at 6%; with 50% employer match about $45,650 at 4% or $30,433 at 6%; with 100% employer match about $34,238 at 4% or $22,825 at 6%.
2001120$0$0-
The Jackson Group 401(K) Retirement Plan-20---
2000118$27,289$29,849$1,658iApproximate average salary by contribution assumption: employee only about $41,457 at 4% or $27,638 at 6%; with 50% employer match about $27,638 at 4% or $18,425 at 6%; with 100% employer match about $20,728 at 4% or $13,819 at 6%.
The Jackson Group 401(K) Retirement Plan-18$27,289$29,849$1,658iApproximate average salary by contribution assumption: employee only about $41,457 at 4% or $27,638 at 6%; with 50% employer match about $27,638 at 4% or $18,425 at 6%; with 100% employer match about $20,728 at 4% or $13,819 at 6%.
The Jackson Group Inc. | EIN 56-1136262 | 2018 Form 5500 Company Profile