Civic Intelligence

John D Stephens Inc

Plan context: JDS, INC. 401(K) PLAN

EIN 58-0963356 • Lawrenceville, GA • 31 filings • 8 plans

272 Hurricane Shoals RoadLawrenceville, GA 30046
Current Snapshot

Latest Year

2023

2023 Participants

43

2023 Assets

$4,380,075

2023 Contributions

$621,102

Historical Graphs

Total Assets Over Time

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

$6,594,581$3,297,291$0199920122023YearValue
$4,380,075Latest year 2023

Participants Over Time

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

127640199920112023YearValue
43Latest year 2023

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
2023143$4,380,075$621,102$14,444iApproximate average salary by contribution assumption: employee only about $361,106 at 4% or $240,737 at 6%; with 50% employer match about $240,737 at 4% or $160,491 at 6%; with 100% employer match about $180,553 at 4% or $120,369 at 6%.
JDS, INC. 401(K) PLAN-43$4,380,075$621,102$14,444iApproximate average salary by contribution assumption: employee only about $361,106 at 4% or $240,737 at 6%; with 50% employer match about $240,737 at 4% or $160,491 at 6%; with 100% employer match about $180,553 at 4% or $120,369 at 6%.
2022151$3,340,339$316,702$6,210iApproximate average salary by contribution assumption: employee only about $155,246 at 4% or $103,497 at 6%; with 50% employer match about $103,497 at 4% or $68,998 at 6%; with 100% employer match about $77,623 at 4% or $51,749 at 6%.
JDS, INC. 401(K) PLAN-51$3,340,339$316,702$6,210iApproximate average salary by contribution assumption: employee only about $155,246 at 4% or $103,497 at 6%; with 50% employer match about $103,497 at 4% or $68,998 at 6%; with 100% employer match about $77,623 at 4% or $51,749 at 6%.
2021154$3,882,240$310,148$5,743iApproximate average salary by contribution assumption: employee only about $143,587 at 4% or $95,725 at 6%; with 50% employer match about $95,725 at 4% or $63,816 at 6%; with 100% employer match about $71,794 at 4% or $47,862 at 6%.
JDS, INC. 401(K) PLAN-54$3,882,240$310,148$5,743iApproximate average salary by contribution assumption: employee only about $143,587 at 4% or $95,725 at 6%; with 50% employer match about $95,725 at 4% or $63,816 at 6%; with 100% employer match about $71,794 at 4% or $47,862 at 6%.
2020149$4,068,140$289,125$5,901iApproximate average salary by contribution assumption: employee only about $147,513 at 4% or $98,342 at 6%; with 50% employer match about $98,342 at 4% or $65,561 at 6%; with 100% employer match about $73,756 at 4% or $49,171 at 6%.
JOHN D. STEPHENS, INC. 401(K) PLAN-49$4,068,140$289,125$5,901iApproximate average salary by contribution assumption: employee only about $147,513 at 4% or $98,342 at 6%; with 50% employer match about $98,342 at 4% or $65,561 at 6%; with 100% employer match about $73,756 at 4% or $49,171 at 6%.
2019145$3,440,932$320,275$7,117iApproximate average salary by contribution assumption: employee only about $177,931 at 4% or $118,620 at 6%; with 50% employer match about $118,620 at 4% or $79,080 at 6%; with 100% employer match about $88,965 at 4% or $59,310 at 6%.
JOHN D. STEPHENS, INC. 401(K) PLAN-45$3,440,932$320,275$7,117iApproximate average salary by contribution assumption: employee only about $177,931 at 4% or $118,620 at 6%; with 50% employer match about $118,620 at 4% or $79,080 at 6%; with 100% employer match about $88,965 at 4% or $59,310 at 6%.
2018153$3,146,892$224,688$4,239iApproximate average salary by contribution assumption: employee only about $105,985 at 4% or $70,657 at 6%; with 50% employer match about $70,657 at 4% or $47,104 at 6%; with 100% employer match about $52,992 at 4% or $35,328 at 6%.
JOHN D. STEPHENS, INC. 401(K) PLAN-53$3,146,892$224,688$4,239iApproximate average salary by contribution assumption: employee only about $105,985 at 4% or $70,657 at 6%; with 50% employer match about $70,657 at 4% or $47,104 at 6%; with 100% employer match about $52,992 at 4% or $35,328 at 6%.
2017151$3,339,367$235,681$4,621iApproximate average salary by contribution assumption: employee only about $115,530 at 4% or $77,020 at 6%; with 50% employer match about $77,020 at 4% or $51,347 at 6%; with 100% employer match about $57,765 at 4% or $38,510 at 6%.
JOHN D. STEPHENS, INC. 401(K) PLAN-51$3,339,367$235,681$4,621iApproximate average salary by contribution assumption: employee only about $115,530 at 4% or $77,020 at 6%; with 50% employer match about $77,020 at 4% or $51,347 at 6%; with 100% employer match about $57,765 at 4% or $38,510 at 6%.
2016172$3,361,840$375,616$5,217iApproximate average salary by contribution assumption: employee only about $130,422 at 4% or $86,948 at 6%; with 50% employer match about $86,948 at 4% or $57,965 at 6%; with 100% employer match about $65,211 at 4% or $43,474 at 6%.
JOHN D. STEPHENS, INC. 401(K) PLAN-72$3,361,840$375,616$5,217iApproximate average salary by contribution assumption: employee only about $130,422 at 4% or $86,948 at 6%; with 50% employer match about $86,948 at 4% or $57,965 at 6%; with 100% employer match about $65,211 at 4% or $43,474 at 6%.
2015176$2,843,885$441,583$5,810iApproximate average salary by contribution assumption: employee only about $145,258 at 4% or $96,838 at 6%; with 50% employer match about $96,838 at 4% or $64,559 at 6%; with 100% employer match about $72,629 at 4% or $48,419 at 6%.
JOHN D. STEPHENS, INC. 401(K) PLAN-76$2,843,885$441,583$5,810iApproximate average salary by contribution assumption: employee only about $145,258 at 4% or $96,838 at 6%; with 50% employer match about $96,838 at 4% or $64,559 at 6%; with 100% employer match about $72,629 at 4% or $48,419 at 6%.
2014162$2,596,026$248,729$4,012iApproximate average salary by contribution assumption: employee only about $100,294 at 4% or $66,863 at 6%; with 50% employer match about $66,863 at 4% or $44,575 at 6%; with 100% employer match about $50,147 at 4% or $33,431 at 6%.
JOHN D. STEPHENS, INC. 401(K) PLAN-62$2,596,026$248,729$4,012iApproximate average salary by contribution assumption: employee only about $100,294 at 4% or $66,863 at 6%; with 50% employer match about $66,863 at 4% or $44,575 at 6%; with 100% employer match about $50,147 at 4% or $33,431 at 6%.
2013145$2,505,870$182,290$4,051iApproximate average salary by contribution assumption: employee only about $101,272 at 4% or $67,515 at 6%; with 50% employer match about $67,515 at 4% or $45,010 at 6%; with 100% employer match about $50,636 at 4% or $33,757 at 6%.
JOHN D. STEPHENS, INC. 401(K) PLAN-45$2,505,870$182,290$4,051iApproximate average salary by contribution assumption: employee only about $101,272 at 4% or $67,515 at 6%; with 50% employer match about $67,515 at 4% or $45,010 at 6%; with 100% employer match about $50,636 at 4% or $33,757 at 6%.
2012137$1,963,206$166,821$4,509iApproximate average salary by contribution assumption: employee only about $112,717 at 4% or $75,145 at 6%; with 50% employer match about $75,145 at 4% or $50,096 at 6%; with 100% employer match about $56,358 at 4% or $37,572 at 6%.
JOHN D. STEPHENS, INC. 401(K) PLAN-37$1,963,206$166,821$4,509iApproximate average salary by contribution assumption: employee only about $112,717 at 4% or $75,145 at 6%; with 50% employer match about $75,145 at 4% or $50,096 at 6%; with 100% employer match about $56,358 at 4% or $37,572 at 6%.
2011141$1,713,214$176,128$4,296iApproximate average salary by contribution assumption: employee only about $107,395 at 4% or $71,597 at 6%; with 50% employer match about $71,597 at 4% or $47,731 at 6%; with 100% employer match about $53,698 at 4% or $35,798 at 6%.
JOHN D. STEPHENS, INC. 401(K) PLAN-41$1,713,214$176,128$4,296iApproximate average salary by contribution assumption: employee only about $107,395 at 4% or $71,597 at 6%; with 50% employer match about $71,597 at 4% or $47,731 at 6%; with 100% employer match about $53,698 at 4% or $35,798 at 6%.
2010141$1,666,087$157,619$3,844iApproximate average salary by contribution assumption: employee only about $96,109 at 4% or $64,073 at 6%; with 50% employer match about $64,073 at 4% or $42,715 at 6%; with 100% employer match about $48,055 at 4% or $32,036 at 6%.
JOHN D. STEPHENS, INC. 401(K) PLAN-41$1,666,087$157,619$3,844iApproximate average salary by contribution assumption: employee only about $96,109 at 4% or $64,073 at 6%; with 50% employer match about $64,073 at 4% or $42,715 at 6%; with 100% employer match about $48,055 at 4% or $32,036 at 6%.
2009143$1,558,371$191,429$4,452iApproximate average salary by contribution assumption: employee only about $111,296 at 4% or $74,197 at 6%; with 50% employer match about $74,197 at 4% or $49,465 at 6%; with 100% employer match about $55,648 at 4% or $37,099 at 6%.
JOHN D. STEPHENS, INC. 401(K) PLAN-43$1,558,371$191,429$4,452iApproximate average salary by contribution assumption: employee only about $111,296 at 4% or $74,197 at 6%; with 50% employer match about $74,197 at 4% or $49,465 at 6%; with 100% employer match about $55,648 at 4% or $37,099 at 6%.
2008157$1,146,013$216,050$3,790iApproximate average salary by contribution assumption: employee only about $94,759 at 4% or $63,173 at 6%; with 50% employer match about $63,173 at 4% or $42,115 at 6%; with 100% employer match about $47,379 at 4% or $31,586 at 6%.
JOHN D. STEPHENS, INC. 401K PLAN-57$1,146,013$216,050$3,790iApproximate average salary by contribution assumption: employee only about $94,759 at 4% or $63,173 at 6%; with 50% employer match about $63,173 at 4% or $42,115 at 6%; with 100% employer match about $47,379 at 4% or $31,586 at 6%.
2007252$1,452,412$182,236$3,505iApproximate average salary by contribution assumption: employee only about $87,613 at 4% or $58,409 at 6%; with 50% employer match about $58,409 at 4% or $38,939 at 6%; with 100% employer match about $43,807 at 4% or $29,204 at 6%.
JOHN D. STEPHENS, INC. 401K PLAN-52$1,452,412$182,236$3,505iApproximate average salary by contribution assumption: employee only about $87,613 at 4% or $58,409 at 6%; with 50% employer match about $58,409 at 4% or $38,939 at 6%; with 100% employer match about $43,807 at 4% or $29,204 at 6%.
John D Stephens Inc Profit Sharing Plan-0---
2006250$1,226,685$174,375$3,488iApproximate average salary by contribution assumption: employee only about $87,188 at 4% or $58,125 at 6%; with 50% employer match about $58,125 at 4% or $38,750 at 6%; with 100% employer match about $43,594 at 4% or $29,063 at 6%.
JOHN D. STEPHENS, INC. 401K PLAN-50$1,226,261$174,375$3,488iApproximate average salary by contribution assumption: employee only about $87,188 at 4% or $58,125 at 6%; with 50% employer match about $58,125 at 4% or $38,750 at 6%; with 100% employer match about $43,594 at 4% or $29,063 at 6%.
John D Stephens Inc Profit Sharing Plan-0$424--
20052127$1,900,211$1,886,038$14,851iApproximate average salary by contribution assumption: employee only about $371,267 at 4% or $247,512 at 6%; with 50% employer match about $247,512 at 4% or $165,008 at 6%; with 100% employer match about $185,634 at 4% or $123,756 at 6%.
John D Stephens Inc Profit Sharing Plan-127$1,899,787$1,886,038$14,851iApproximate average salary by contribution assumption: employee only about $371,267 at 4% or $247,512 at 6%; with 50% employer match about $247,512 at 4% or $165,008 at 6%; with 100% employer match about $185,634 at 4% or $123,756 at 6%.
John D Stephens Inc Profit Sharing Plan-0$424--
2004197$6,179,865$0-
John D Stephens Inc Profit Sharing Plan-97$6,179,865--
20032117$6,594,581$0-
John D Stephens Inc Profit Sharing Plan-83$6,594,581--
JOHN D. STEPHENS, INC. CAFETERIA PLAN-117---
2002184$0$0-
John D Stephens Inc Profit Sharing Plan-84---
2001295$0$0-
John D Stephens Inc Profit Sharing Plan-74---
JOHN D. STEPHENS, INC. CAFETERIA PLAN-95---
2000291$4,446,633$500,000$5,495iApproximate average salary by contribution assumption: employee only about $137,363 at 4% or $91,575 at 6%; with 50% employer match about $91,575 at 4% or $61,050 at 6%; with 100% employer match about $68,681 at 4% or $45,788 at 6%.
John D Stephens Inc Profit Sharing Plan-75$4,446,633$500,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
JOHN D. STEPHENS, INC. CAFETERIA PLAN-91---
1999170$3,796,210$500,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
John D Stephens Inc Profit Sharing Plan-70$3,796,210$500,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.