Civic Intelligence

Jackson Financial Co. Inc.

Plan context: The Age Based Profit Sharing Plan & Trust Agreement of James B. Jackson, D.D.S., P.A.

EIN 57-0742474 • 7 filings • 2 plans

Current Snapshot

Latest Year

2005

2005 Participants

1

2005 Assets

$1,175,279

2005 Contributions

$47,612

Historical Graphs

Total Assets Over Time

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

$1,175,279$587,640$0199920022004YearValue
$1,175,279Latest year 2004

Participants Over Time

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

320199920022004YearValue
1Latest 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
200510$0$0-
The Age Based Profit Sharing Plan & Trust Agreement of James B. Jackson, D.D.S., P.A.-0---
200411$1,175,279$0-
The Age Based Profit Sharing Plan & Trust Agreement of James B. Jackson, D.D.S., P.A.-1$1,175,279--
200313$1,081,149$47,612$15,871iApproximate average salary by contribution assumption: employee only about $396,767 at 4% or $264,511 at 6%; with 50% employer match about $264,511 at 4% or $176,341 at 6%; with 100% employer match about $198,383 at 4% or $132,256 at 6%.
The Age Based Profit Sharing Plan & Trust Agreement of James B. Jackson, D.D.S., P.A.-3$1,081,149$47,612$15,871iApproximate average salary by contribution assumption: employee only about $396,767 at 4% or $264,511 at 6%; with 50% employer match about $264,511 at 4% or $176,341 at 6%; with 100% employer match about $198,383 at 4% or $132,256 at 6%.
200212$854,921$34,540$17,270iApproximate average salary by contribution assumption: employee only about $431,750 at 4% or $287,833 at 6%; with 50% employer match about $287,833 at 4% or $191,889 at 6%; with 100% employer match about $215,875 at 4% or $143,917 at 6%.
The Age Based Profit Sharing Plan & Trust Agreement of James B. Jackson, D.D.S., P.A.-2$854,921$34,540$17,270iApproximate average salary by contribution assumption: employee only about $431,750 at 4% or $287,833 at 6%; with 50% employer match about $287,833 at 4% or $191,889 at 6%; with 100% employer match about $215,875 at 4% or $143,917 at 6%.
200112$0$0-
The Age Based Profit Sharing Plan & Trust Agreement of James B. Jackson, D.D.S., P.A.-2---
200012$1,078,636$0-
The Age Based Profit Sharing Plan & Trust Agreement of James B. Jackson, D.D.S., P.A.-2$1,078,636--
199912$1,162,420$29,047$14,524iApproximate average salary by contribution assumption: employee only about $363,088 at 4% or $242,058 at 6%; with 50% employer match about $242,058 at 4% or $161,372 at 6%; with 100% employer match about $181,544 at 4% or $121,029 at 6%.
The Age Based Profit Sharing Plan & Trust Agreement of James B. Jackson, D.D.S., P.A.-2$1,162,420$29,047$14,524iApproximate average salary by contribution assumption: employee only about $363,088 at 4% or $242,058 at 6%; with 50% employer match about $242,058 at 4% or $161,372 at 6%; with 100% employer match about $181,544 at 4% or $121,029 at 6%.