Civic Intelligence

Jones, Simpson & Newton, P.A.

Plan context: Jones, Simpson & Newton, P.A. 401(K) Profit Sharing Plan

EIN 57-0778577 • Bluffton, SC • 27 filings • 6 plans

7 Plantation Park DrivePO Box 1938Bluffton, SC 29910
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,605,754

2024 Contributions

$102,708

Historical Graphs

Total Assets Over Time

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

$4,107,281$2,053,641$0199920132024YearValue
$1,605,754Latest year 2024

Participants Over Time

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

22110199920122024YearValue
7Latest year 2024

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
202417$1,605,754$102,708$14,673iApproximate average salary by contribution assumption: employee only about $366,814 at 4% or $244,543 at 6%; with 50% employer match about $244,543 at 4% or $163,029 at 6%; with 100% employer match about $183,407 at 4% or $122,271 at 6%.
Jones, Simpson & Newton, P.A. 401(K) Profit Sharing Plan-7$1,605,754$102,708$14,673iApproximate average salary by contribution assumption: employee only about $366,814 at 4% or $244,543 at 6%; with 50% employer match about $244,543 at 4% or $163,029 at 6%; with 100% employer match about $183,407 at 4% or $122,271 at 6%.
202319$1,327,993$98,346$10,927iApproximate average salary by contribution assumption: employee only about $273,183 at 4% or $182,122 at 6%; with 50% employer match about $182,122 at 4% or $121,415 at 6%; with 100% employer match about $136,592 at 4% or $91,061 at 6%.
Jones, Simpson & Newton, P.A. 401(K) Profit Sharing Plan-9$1,327,993$98,346$10,927iApproximate average salary by contribution assumption: employee only about $273,183 at 4% or $182,122 at 6%; with 50% employer match about $182,122 at 4% or $121,415 at 6%; with 100% employer match about $136,592 at 4% or $91,061 at 6%.
2022110$1,247,627$86,202$8,620iApproximate average salary by contribution assumption: employee only about $215,505 at 4% or $143,670 at 6%; with 50% employer match about $143,670 at 4% or $95,780 at 6%; with 100% employer match about $107,753 at 4% or $71,835 at 6%.
Jones, Simpson & Newton, P.A. 401(K) Profit Sharing Plan-10$1,247,627$86,202$8,620iApproximate average salary by contribution assumption: employee only about $215,505 at 4% or $143,670 at 6%; with 50% employer match about $143,670 at 4% or $95,780 at 6%; with 100% employer match about $107,753 at 4% or $71,835 at 6%.
2021111$1,650,164$85,198$7,745iApproximate average salary by contribution assumption: employee only about $193,632 at 4% or $129,088 at 6%; with 50% employer match about $129,088 at 4% or $86,059 at 6%; with 100% employer match about $96,816 at 4% or $64,544 at 6%.
Jones, Simpson & Newton, P.A. 401(K) Profit Sharing Plan-11$1,650,164$85,198$7,745iApproximate average salary by contribution assumption: employee only about $193,632 at 4% or $129,088 at 6%; with 50% employer match about $129,088 at 4% or $86,059 at 6%; with 100% employer match about $96,816 at 4% or $64,544 at 6%.
2020111$1,495,727$85,198$7,745iApproximate average salary by contribution assumption: employee only about $193,632 at 4% or $129,088 at 6%; with 50% employer match about $129,088 at 4% or $86,059 at 6%; with 100% employer match about $96,816 at 4% or $64,544 at 6%.
Jones, Simpson & Newton, P.A. 401(K) Profit Sharing Plan-11$1,495,727$85,198$7,745iApproximate average salary by contribution assumption: employee only about $193,632 at 4% or $129,088 at 6%; with 50% employer match about $129,088 at 4% or $86,059 at 6%; with 100% employer match about $96,816 at 4% or $64,544 at 6%.
2019111$1,341,290$85,198$7,745iApproximate average salary by contribution assumption: employee only about $193,632 at 4% or $129,088 at 6%; with 50% employer match about $129,088 at 4% or $86,059 at 6%; with 100% employer match about $96,816 at 4% or $64,544 at 6%.
Jones, Simpson & Newton, P.A. 401(K) Profit Sharing Plan-11$1,341,290$85,198$7,745iApproximate average salary by contribution assumption: employee only about $193,632 at 4% or $129,088 at 6%; with 50% employer match about $129,088 at 4% or $86,059 at 6%; with 100% employer match about $96,816 at 4% or $64,544 at 6%.
2018122$2,672,070$101,277$4,604iApproximate average salary by contribution assumption: employee only about $115,088 at 4% or $76,725 at 6%; with 50% employer match about $76,725 at 4% or $51,150 at 6%; with 100% employer match about $57,544 at 4% or $38,363 at 6%.
Jones, Simpson & Newton, P.A. 401(K) Profit Sharing Plan-22$2,672,070$101,277$4,604iApproximate average salary by contribution assumption: employee only about $115,088 at 4% or $76,725 at 6%; with 50% employer match about $76,725 at 4% or $51,150 at 6%; with 100% employer match about $57,544 at 4% or $38,363 at 6%.
2017122$3,373,781$79,718$3,624iApproximate average salary by contribution assumption: employee only about $90,589 at 4% or $60,392 at 6%; with 50% employer match about $60,392 at 4% or $40,262 at 6%; with 100% employer match about $45,294 at 4% or $30,196 at 6%.
Jones, Simpson & Newton, P.A. 401(K) Profit Sharing Plan-22$3,373,781$79,718$3,624iApproximate average salary by contribution assumption: employee only about $90,589 at 4% or $60,392 at 6%; with 50% employer match about $60,392 at 4% or $40,262 at 6%; with 100% employer match about $45,294 at 4% or $30,196 at 6%.
2016113$3,063,716$85,151$6,550iApproximate average salary by contribution assumption: employee only about $163,752 at 4% or $109,168 at 6%; with 50% employer match about $109,168 at 4% or $72,779 at 6%; with 100% employer match about $81,876 at 4% or $54,584 at 6%.
Jones, Simpson & Newton, P.A. 401(K) Profit Sharing Plan-13$3,063,716$85,151$6,550iApproximate average salary by contribution assumption: employee only about $163,752 at 4% or $109,168 at 6%; with 50% employer match about $109,168 at 4% or $72,779 at 6%; with 100% employer match about $81,876 at 4% or $54,584 at 6%.
2015116$3,146,310$117,478$7,342iApproximate average salary by contribution assumption: employee only about $183,559 at 4% or $122,373 at 6%; with 50% employer match about $122,373 at 4% or $81,582 at 6%; with 100% employer match about $91,780 at 4% or $61,186 at 6%.
Jones, Simpson & Newton, P.A. 401(K) Profit Sharing Plan-16$3,146,310$117,478$7,342iApproximate average salary by contribution assumption: employee only about $183,559 at 4% or $122,373 at 6%; with 50% employer match about $122,373 at 4% or $81,582 at 6%; with 100% employer match about $91,780 at 4% or $61,186 at 6%.
2014117$3,100,481$110,983$6,528iApproximate average salary by contribution assumption: employee only about $163,210 at 4% or $108,807 at 6%; with 50% employer match about $108,807 at 4% or $72,538 at 6%; with 100% employer match about $81,605 at 4% or $54,403 at 6%.
Jones, Simpson & Newton, P.A. 401(K) Profit Sharing Plan-17$3,100,481$110,983$6,528iApproximate average salary by contribution assumption: employee only about $163,210 at 4% or $108,807 at 6%; with 50% employer match about $108,807 at 4% or $72,538 at 6%; with 100% employer match about $81,605 at 4% or $54,403 at 6%.
2013116$2,731,781$100,789$6,299iApproximate average salary by contribution assumption: employee only about $157,483 at 4% or $104,989 at 6%; with 50% employer match about $104,989 at 4% or $69,992 at 6%; with 100% employer match about $78,741 at 4% or $52,494 at 6%.
Jones, Simpson & Newton, P.A. 401(K) Profit Sharing Plan-16$2,731,781$100,789$6,299iApproximate average salary by contribution assumption: employee only about $157,483 at 4% or $104,989 at 6%; with 50% employer match about $104,989 at 4% or $69,992 at 6%; with 100% employer match about $78,741 at 4% or $52,494 at 6%.
2012114$2,248,146$107,091$7,649iApproximate average salary by contribution assumption: employee only about $191,234 at 4% or $127,489 at 6%; with 50% employer match about $127,489 at 4% or $84,993 at 6%; with 100% employer match about $95,617 at 4% or $63,745 at 6%.
Jones, Simpson & Newton, P.A. 401(K) Profit Sharing Plan-14$2,248,146$107,091$7,649iApproximate average salary by contribution assumption: employee only about $191,234 at 4% or $127,489 at 6%; with 50% employer match about $127,489 at 4% or $84,993 at 6%; with 100% employer match about $95,617 at 4% or $63,745 at 6%.
2011211$4,107,281$132,940$12,085iApproximate average salary by contribution assumption: employee only about $302,136 at 4% or $201,424 at 6%; with 50% employer match about $201,424 at 4% or $134,283 at 6%; with 100% employer match about $151,068 at 4% or $100,712 at 6%.
JONES, SIMPSON & NEWTON, P.A. 401(K) PROFIT SHARING PLAN-11$2,076,426$66,470$6,043iApproximate average salary by contribution assumption: employee only about $151,068 at 4% or $100,712 at 6%; with 50% employer match about $100,712 at 4% or $67,141 at 6%; with 100% employer match about $75,534 at 4% or $50,356 at 6%.
Jones, Simpson & Newton, P.A. 401(K) Profit Sharing Plan-11$2,030,855$66,470$6,043iApproximate average salary by contribution assumption: employee only about $151,068 at 4% or $100,712 at 6%; with 50% employer match about $100,712 at 4% or $67,141 at 6%; with 100% employer match about $75,534 at 4% or $50,356 at 6%.
2010112$1,977,963$57,491$4,791iApproximate average salary by contribution assumption: employee only about $119,773 at 4% or $79,849 at 6%; with 50% employer match about $79,849 at 4% or $53,232 at 6%; with 100% employer match about $59,886 at 4% or $39,924 at 6%.
JONES, SIMPSON & NEWTON, P.A. 401 K PROFIT SHARING PLAN-12$1,977,963$57,491$4,791iApproximate average salary by contribution assumption: employee only about $119,773 at 4% or $79,849 at 6%; with 50% employer match about $79,849 at 4% or $53,232 at 6%; with 100% employer match about $59,886 at 4% or $39,924 at 6%.
2009112$1,720,821$64,005$5,334iApproximate average salary by contribution assumption: employee only about $133,344 at 4% or $88,896 at 6%; with 50% employer match about $88,896 at 4% or $59,264 at 6%; with 100% employer match about $66,672 at 4% or $44,448 at 6%.
JONES, SIMPSON & NEWTON, P.A. 401 K PROFIT SHARING PLAN-12$1,720,821$64,005$5,334iApproximate average salary by contribution assumption: employee only about $133,344 at 4% or $88,896 at 6%; with 50% employer match about $88,896 at 4% or $59,264 at 6%; with 100% employer match about $66,672 at 4% or $44,448 at 6%.
2008114$1,786,291$55,480$3,963iApproximate average salary by contribution assumption: employee only about $99,071 at 4% or $66,048 at 6%; with 50% employer match about $66,048 at 4% or $44,032 at 6%; with 100% employer match about $49,536 at 4% or $33,024 at 6%.
JONES, SIMPSON & NEWTON, P.A. 401 K PROFIT SHARING PLAN-14$1,786,291$55,480$3,963iApproximate average salary by contribution assumption: employee only about $99,071 at 4% or $66,048 at 6%; with 50% employer match about $66,048 at 4% or $44,032 at 6%; with 100% employer match about $49,536 at 4% or $33,024 at 6%.
2007119$0$0-
JONES, PATTERSON, SIMPSON & NEWTON, P.A. 401K PROFIT SHARING PLAN-19---
2006114$2,055,462$80,229$5,731iApproximate average salary by contribution assumption: employee only about $143,266 at 4% or $95,511 at 6%; with 50% employer match about $95,511 at 4% or $63,674 at 6%; with 100% employer match about $71,633 at 4% or $47,755 at 6%.
JONES, PATTERSON, SIMPSON & NEWTON, P.A. 401K PROFIT SHARING PLAN-14$2,055,462$80,229$5,731iApproximate average salary by contribution assumption: employee only about $143,266 at 4% or $95,511 at 6%; with 50% employer match about $95,511 at 4% or $63,674 at 6%; with 100% employer match about $71,633 at 4% or $47,755 at 6%.
2005113$1,797,941$66,005$5,077iApproximate average salary by contribution assumption: employee only about $126,933 at 4% or $84,622 at 6%; with 50% employer match about $84,622 at 4% or $56,415 at 6%; with 100% employer match about $63,466 at 4% or $42,311 at 6%.
JONES, PATTERSON, SIMPSON & NEWTON, P.A. 401K PROFIT SHARING PLAN-13$1,797,941$66,005$5,077iApproximate average salary by contribution assumption: employee only about $126,933 at 4% or $84,622 at 6%; with 50% employer match about $84,622 at 4% or $56,415 at 6%; with 100% employer match about $63,466 at 4% or $42,311 at 6%.
2004114$1,672,104$82,360$5,883iApproximate average salary by contribution assumption: employee only about $147,071 at 4% or $98,048 at 6%; with 50% employer match about $98,048 at 4% or $65,365 at 6%; with 100% employer match about $73,536 at 4% or $49,024 at 6%.
JONES, PATTERSON, SIMPSON & NEWTON, P.A. 401K PROFIT SHARING PLAN-14$1,672,104$82,360$5,883iApproximate average salary by contribution assumption: employee only about $147,071 at 4% or $98,048 at 6%; with 50% employer match about $98,048 at 4% or $65,365 at 6%; with 100% employer match about $73,536 at 4% or $49,024 at 6%.
2003114$1,494,743$65,270$4,662iApproximate average salary by contribution assumption: employee only about $116,554 at 4% or $77,702 at 6%; with 50% employer match about $77,702 at 4% or $51,802 at 6%; with 100% employer match about $58,277 at 4% or $38,851 at 6%.
JONES, PATTERSON, SIMPSON & NEWTON, P.A. 401K PROFIT SHARING PLAN-14$1,494,743$65,270$4,662iApproximate average salary by contribution assumption: employee only about $116,554 at 4% or $77,702 at 6%; with 50% employer match about $77,702 at 4% or $51,802 at 6%; with 100% employer match about $58,277 at 4% or $38,851 at 6%.
200218$0$0-
JONES, SCHEIDER, & PATTERSON, P.A. 401K PROFIT SHARING PLAN & TRUST-8---
2001111$1,652,095$87,300$7,936iApproximate average salary by contribution assumption: employee only about $198,409 at 4% or $132,273 at 6%; with 50% employer match about $132,273 at 4% or $88,182 at 6%; with 100% employer match about $99,205 at 4% or $66,136 at 6%.
Jones, Simpson & Newton, P.A. 401(K) Profit Sharing Plan-11$1,652,095$87,300$7,936iApproximate average salary by contribution assumption: employee only about $198,409 at 4% or $132,273 at 6%; with 50% employer match about $132,273 at 4% or $88,182 at 6%; with 100% employer match about $99,205 at 4% or $66,136 at 6%.
2000118$1,845,406$90,863$5,048iApproximate average salary by contribution assumption: employee only about $126,199 at 4% or $84,132 at 6%; with 50% employer match about $84,132 at 4% or $56,088 at 6%; with 100% employer match about $63,099 at 4% or $42,066 at 6%.
Jones, Simpson & Newton, P.A. 401(K) Profit Sharing Plan-18$1,845,406$90,863$5,048iApproximate average salary by contribution assumption: employee only about $126,199 at 4% or $84,132 at 6%; with 50% employer match about $84,132 at 4% or $56,088 at 6%; with 100% employer match about $63,099 at 4% or $42,066 at 6%.
1999113$2,051,078$130,536$10,041iApproximate average salary by contribution assumption: employee only about $251,031 at 4% or $167,354 at 6%; with 50% employer match about $167,354 at 4% or $111,569 at 6%; with 100% employer match about $125,515 at 4% or $83,677 at 6%.
Jones, Simpson & Newton, P.A. 401(K) Profit Sharing Plan-13$2,051,078$130,536$10,041iApproximate average salary by contribution assumption: employee only about $251,031 at 4% or $167,354 at 6%; with 50% employer match about $167,354 at 4% or $111,569 at 6%; with 100% employer match about $125,515 at 4% or $83,677 at 6%.