S. Kimberly Jones, D.D.S., P.A.
Plan context: S. Kimberly Jones, D.D.S., P.A. 401K Plan
EIN 56-2106984 • Hickory, NC • 21 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$1,971,184
2024 Contributions
$54,701
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 | 12 | $1,971,184 | $54,701 | $4,558iApproximate average salary by contribution assumption: employee only about $113,960 at 4% or $75,974 at 6%; with 50% employer match about $75,974 at 4% or $50,649 at 6%; with 100% employer match about $56,980 at 4% or $37,987 at 6%. |
| S. Kimberly Jones, D.D.S., P.A. 401K Plan | - | 12 | $1,971,184 | $54,701 | $4,558iApproximate average salary by contribution assumption: employee only about $113,960 at 4% or $75,974 at 6%; with 50% employer match about $75,974 at 4% or $50,649 at 6%; with 100% employer match about $56,980 at 4% or $37,987 at 6%. |
| 2023 | 1 | 13 | $1,687,438 | $56,183 | $4,322iApproximate average salary by contribution assumption: employee only about $108,044 at 4% or $72,029 at 6%; with 50% employer match about $72,029 at 4% or $48,020 at 6%; with 100% employer match about $54,022 at 4% or $36,015 at 6%. |
| S. Kimberly Jones, D.D.S., P.A. 401K Plan | - | 13 | $1,687,438 | $56,183 | $4,322iApproximate average salary by contribution assumption: employee only about $108,044 at 4% or $72,029 at 6%; with 50% employer match about $72,029 at 4% or $48,020 at 6%; with 100% employer match about $54,022 at 4% or $36,015 at 6%. |
| 2022 | 1 | 14 | $1,750,794 | $89,250 | $6,375iApproximate average salary by contribution assumption: employee only about $159,375 at 4% or $106,250 at 6%; with 50% employer match about $106,250 at 4% or $70,833 at 6%; with 100% employer match about $79,688 at 4% or $53,125 at 6%. |
| S. Kimberly Jones, D.D.S., P.A. 401K Plan | - | 14 | $1,750,794 | $89,250 | $6,375iApproximate average salary by contribution assumption: employee only about $159,375 at 4% or $106,250 at 6%; with 50% employer match about $106,250 at 4% or $70,833 at 6%; with 100% employer match about $79,688 at 4% or $53,125 at 6%. |
| 2021 | 1 | 14 | $2,004,010 | $85,563 | $6,112iApproximate average salary by contribution assumption: employee only about $152,791 at 4% or $101,861 at 6%; with 50% employer match about $101,861 at 4% or $67,907 at 6%; with 100% employer match about $76,396 at 4% or $50,930 at 6%. |
| S. Kimberly Jones, D.D.S., P.A. 401K Plan | - | 14 | $2,004,010 | $85,563 | $6,112iApproximate average salary by contribution assumption: employee only about $152,791 at 4% or $101,861 at 6%; with 50% employer match about $101,861 at 4% or $67,907 at 6%; with 100% employer match about $76,396 at 4% or $50,930 at 6%. |
| 2020 | 1 | 15 | $1,681,736 | $84,619 | $5,641iApproximate average salary by contribution assumption: employee only about $141,032 at 4% or $94,021 at 6%; with 50% employer match about $94,021 at 4% or $62,681 at 6%; with 100% employer match about $70,516 at 4% or $47,011 at 6%. |
| S. Kimberly Jones, D.D.S., P.A. 401K Plan | - | 15 | $1,681,736 | $84,619 | $5,641iApproximate average salary by contribution assumption: employee only about $141,032 at 4% or $94,021 at 6%; with 50% employer match about $94,021 at 4% or $62,681 at 6%; with 100% employer match about $70,516 at 4% or $47,011 at 6%. |
| 2019 | 1 | 15 | $1,372,092 | $86,296 | $5,753iApproximate average salary by contribution assumption: employee only about $143,827 at 4% or $95,884 at 6%; with 50% employer match about $95,884 at 4% or $63,923 at 6%; with 100% employer match about $71,913 at 4% or $47,942 at 6%. |
| S. Kimberly Jones, D.D.S., P.A. 401K Plan | - | 15 | $1,372,092 | $86,296 | $5,753iApproximate average salary by contribution assumption: employee only about $143,827 at 4% or $95,884 at 6%; with 50% employer match about $95,884 at 4% or $63,923 at 6%; with 100% employer match about $71,913 at 4% or $47,942 at 6%. |
| 2018 | 1 | 16 | $1,295,861 | $89,478 | $5,592iApproximate average salary by contribution assumption: employee only about $139,809 at 4% or $93,206 at 6%; with 50% employer match about $93,206 at 4% or $62,138 at 6%; with 100% employer match about $69,905 at 4% or $46,603 at 6%. |
| S. Kimberly Jones, D.D.S., P.A. 401K Plan | - | 16 | $1,295,861 | $89,478 | $5,592iApproximate average salary by contribution assumption: employee only about $139,809 at 4% or $93,206 at 6%; with 50% employer match about $93,206 at 4% or $62,138 at 6%; with 100% employer match about $69,905 at 4% or $46,603 at 6%. |
| 2017 | 1 | 17 | $1,739,857 | $84,935 | $4,996iApproximate average salary by contribution assumption: employee only about $124,904 at 4% or $83,270 at 6%; with 50% employer match about $83,270 at 4% or $55,513 at 6%; with 100% employer match about $62,452 at 4% or $41,635 at 6%. |
| S. Kimberly Jones, D.D.S., P.A. 401K Plan | - | 17 | $1,739,857 | $84,935 | $4,996iApproximate average salary by contribution assumption: employee only about $124,904 at 4% or $83,270 at 6%; with 50% employer match about $83,270 at 4% or $55,513 at 6%; with 100% employer match about $62,452 at 4% or $41,635 at 6%. |
| 2016 | 1 | 14 | $1,453,248 | $131,636 | $9,403iApproximate average salary by contribution assumption: employee only about $235,064 at 4% or $156,710 at 6%; with 50% employer match about $156,710 at 4% or $104,473 at 6%; with 100% employer match about $117,532 at 4% or $78,355 at 6%. |
| S. Kimberly Jones, D.D.S., P.A. 401K Plan | - | 14 | $1,453,248 | $131,636 | $9,403iApproximate average salary by contribution assumption: employee only about $235,064 at 4% or $156,710 at 6%; with 50% employer match about $156,710 at 4% or $104,473 at 6%; with 100% employer match about $117,532 at 4% or $78,355 at 6%. |
| 2015 | 1 | 13 | $1,247,922 | $80,211 | $6,170iApproximate average salary by contribution assumption: employee only about $154,252 at 4% or $102,835 at 6%; with 50% employer match about $102,835 at 4% or $68,556 at 6%; with 100% employer match about $77,126 at 4% or $51,417 at 6%. |
| S. Kimberly Jones, D.D.S., P.A. 401K Plan | - | 13 | $1,247,922 | $80,211 | $6,170iApproximate average salary by contribution assumption: employee only about $154,252 at 4% or $102,835 at 6%; with 50% employer match about $102,835 at 4% or $68,556 at 6%; with 100% employer match about $77,126 at 4% or $51,417 at 6%. |
| 2014 | 1 | 12 | $1,223,523 | $79,197 | $6,600iApproximate average salary by contribution assumption: employee only about $164,994 at 4% or $109,996 at 6%; with 50% employer match about $109,996 at 4% or $73,331 at 6%; with 100% employer match about $82,497 at 4% or $54,998 at 6%. |
| S. Kimberly Jones, D.D.S., P.A. 401K Plan | - | 12 | $1,223,523 | $79,197 | $6,600iApproximate average salary by contribution assumption: employee only about $164,994 at 4% or $109,996 at 6%; with 50% employer match about $109,996 at 4% or $73,331 at 6%; with 100% employer match about $82,497 at 4% or $54,998 at 6%. |
| 2013 | 1 | 11 | $1,050,988 | $114,426 | $10,402iApproximate average salary by contribution assumption: employee only about $260,059 at 4% or $173,373 at 6%; with 50% employer match about $173,373 at 4% or $115,582 at 6%; with 100% employer match about $130,030 at 4% or $86,686 at 6%. |
| S. Kimberly Jones, D.D.S., P.A. 401K Plan | - | 11 | $1,050,988 | $114,426 | $10,402iApproximate average salary by contribution assumption: employee only about $260,059 at 4% or $173,373 at 6%; with 50% employer match about $173,373 at 4% or $115,582 at 6%; with 100% employer match about $130,030 at 4% or $86,686 at 6%. |
| 2012 | 1 | 14 | $834,018 | $113,309 | $8,094iApproximate average salary by contribution assumption: employee only about $202,338 at 4% or $134,892 at 6%; with 50% employer match about $134,892 at 4% or $89,928 at 6%; with 100% employer match about $101,169 at 4% or $67,446 at 6%. |
| S. Kimberly Jones, D.D.S., P.A. 401K Plan | - | 14 | $834,018 | $113,309 | $8,094iApproximate average salary by contribution assumption: employee only about $202,338 at 4% or $134,892 at 6%; with 50% employer match about $134,892 at 4% or $89,928 at 6%; with 100% employer match about $101,169 at 4% or $67,446 at 6%. |
| 2011 | 1 | 13 | $644,043 | $100,023 | $7,694iApproximate average salary by contribution assumption: employee only about $192,352 at 4% or $128,235 at 6%; with 50% employer match about $128,235 at 4% or $85,490 at 6%; with 100% employer match about $96,176 at 4% or $64,117 at 6%. |
| S. Kimberly Jones, D.D.S., P.A. 401K Plan | - | 13 | $644,043 | $100,023 | $7,694iApproximate average salary by contribution assumption: employee only about $192,352 at 4% or $128,235 at 6%; with 50% employer match about $128,235 at 4% or $85,490 at 6%; with 100% employer match about $96,176 at 4% or $64,117 at 6%. |
| 2010 | 1 | 14 | $556,104 | $99,965 | $7,140iApproximate average salary by contribution assumption: employee only about $178,509 at 4% or $119,006 at 6%; with 50% employer match about $119,006 at 4% or $79,337 at 6%; with 100% employer match about $89,254 at 4% or $59,503 at 6%. |
| S. Kimberly Jones, D.D.S., P.A. 401K Plan | - | 14 | $556,104 | $99,965 | $7,140iApproximate average salary by contribution assumption: employee only about $178,509 at 4% or $119,006 at 6%; with 50% employer match about $119,006 at 4% or $79,337 at 6%; with 100% employer match about $89,254 at 4% or $59,503 at 6%. |
| 2009 | 1 | 14 | $415,957 | $85,793 | $6,128iApproximate average salary by contribution assumption: employee only about $153,202 at 4% or $102,135 at 6%; with 50% employer match about $102,135 at 4% or $68,090 at 6%; with 100% employer match about $76,601 at 4% or $51,067 at 6%. |
| S. Kimberly Jones, D.D.S., P.A. 401K Plan | - | 14 | $415,957 | $85,793 | $6,128iApproximate average salary by contribution assumption: employee only about $153,202 at 4% or $102,135 at 6%; with 50% employer match about $102,135 at 4% or $68,090 at 6%; with 100% employer match about $76,601 at 4% or $51,067 at 6%. |
| 2008 | 1 | 9 | $261,707 | $77,180 | $8,576iApproximate average salary by contribution assumption: employee only about $214,389 at 4% or $142,926 at 6%; with 50% employer match about $142,926 at 4% or $95,284 at 6%; with 100% employer match about $107,194 at 4% or $71,463 at 6%. |
| S. Kimberly Jones, D.D.S., P.A. 401K Plan | - | 9 | $261,707 | $77,180 | $8,576iApproximate average salary by contribution assumption: employee only about $214,389 at 4% or $142,926 at 6%; with 50% employer match about $142,926 at 4% or $95,284 at 6%; with 100% employer match about $107,194 at 4% or $71,463 at 6%. |
| 2007 | 1 | 11 | $0 | $0 | - |
| S. Kimberly Jones, D.D.S., P.A. 401K Plan | - | 11 | - | - | - |
| 2006 | 1 | 9 | $224,989 | $83,776 | $9,308iApproximate average salary by contribution assumption: employee only about $232,711 at 4% or $155,141 at 6%; with 50% employer match about $155,141 at 4% or $103,427 at 6%; with 100% employer match about $116,356 at 4% or $77,570 at 6%. |
| S. Kimberly Jones, D.D.S., P.A. 401K Plan | - | 9 | $224,989 | $83,776 | $9,308iApproximate average salary by contribution assumption: employee only about $232,711 at 4% or $155,141 at 6%; with 50% employer match about $155,141 at 4% or $103,427 at 6%; with 100% employer match about $116,356 at 4% or $77,570 at 6%. |
| 2005 | 1 | 9 | $123,290 | $66,658 | $7,406iApproximate average salary by contribution assumption: employee only about $185,161 at 4% or $123,441 at 6%; with 50% employer match about $123,441 at 4% or $82,294 at 6%; with 100% employer match about $92,581 at 4% or $61,720 at 6%. |
| S. Kimberly Jones, D.D.S., P.A. 401K Plan | - | 9 | $123,290 | $66,658 | $7,406iApproximate average salary by contribution assumption: employee only about $185,161 at 4% or $123,441 at 6%; with 50% employer match about $123,441 at 4% or $82,294 at 6%; with 100% employer match about $92,581 at 4% or $61,720 at 6%. |
| 2004 | 1 | 11 | $52,579 | $50,710 | $4,610iApproximate average salary by contribution assumption: employee only about $115,250 at 4% or $76,833 at 6%; with 50% employer match about $76,833 at 4% or $51,222 at 6%; with 100% employer match about $57,625 at 4% or $38,417 at 6%. |
| S. Kimberly Jones, D.D.S., P.A. 401K Plan | - | 11 | $52,579 | $50,710 | $4,610iApproximate average salary by contribution assumption: employee only about $115,250 at 4% or $76,833 at 6%; with 50% employer match about $76,833 at 4% or $51,222 at 6%; with 100% employer match about $57,625 at 4% or $38,417 at 6%. |