Civic Intelligence

J.K. Boatwright & Co. PC.

Plan context: J.K. Boatwright & Co. PC. 401K Profit Sharing Plan

EIN 58-1361259 • Lagrange, GA • 19 filings • 5 plans

PO Box 1107Lagrange, GA 30241
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$2,940,194

2024 Contributions

$15,916

Historical Graphs

Total Assets Over Time

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

$3,283,622$1,641,811$0200620152023YearValue
$2,940,194Latest year 2023

Participants Over Time

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

35180200620152023YearValue
22Latest 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
202410$0$15,916-
J.K. Boatwright & Co. PC. 401K Profit Sharing Plan-0$0$15,916-
2023122$2,940,194$140,564$6,389iApproximate average salary by contribution assumption: employee only about $159,732 at 4% or $106,488 at 6%; with 50% employer match about $106,488 at 4% or $70,992 at 6%; with 100% employer match about $79,866 at 4% or $53,244 at 6%.
J.K. Boatwright & Co. PC. 401K Profit Sharing Plan-22$2,940,194$140,564$6,389iApproximate average salary by contribution assumption: employee only about $159,732 at 4% or $106,488 at 6%; with 50% employer match about $106,488 at 4% or $70,992 at 6%; with 100% employer match about $79,866 at 4% or $53,244 at 6%.
2022121$2,747,501$150,559$7,169iApproximate average salary by contribution assumption: employee only about $179,237 at 4% or $119,491 at 6%; with 50% employer match about $119,491 at 4% or $79,661 at 6%; with 100% employer match about $89,618 at 4% or $59,746 at 6%.
J.K. Boatwright & Co. PC. 401K Profit Sharing Plan-21$2,747,501$150,559$7,169iApproximate average salary by contribution assumption: employee only about $179,237 at 4% or $119,491 at 6%; with 50% employer match about $119,491 at 4% or $79,661 at 6%; with 100% employer match about $89,618 at 4% or $59,746 at 6%.
2021120$3,283,622$139,673$6,984iApproximate average salary by contribution assumption: employee only about $174,591 at 4% or $116,394 at 6%; with 50% employer match about $116,394 at 4% or $77,596 at 6%; with 100% employer match about $87,296 at 4% or $58,197 at 6%.
J.K. Boatwright & Co. PC. 401K Profit Sharing Plan-20$3,283,622$139,673$6,984iApproximate average salary by contribution assumption: employee only about $174,591 at 4% or $116,394 at 6%; with 50% employer match about $116,394 at 4% or $77,596 at 6%; with 100% employer match about $87,296 at 4% or $58,197 at 6%.
2020119$2,776,433$141,785$7,462iApproximate average salary by contribution assumption: employee only about $186,559 at 4% or $124,373 at 6%; with 50% employer match about $124,373 at 4% or $82,915 at 6%; with 100% employer match about $93,280 at 4% or $62,186 at 6%.
J.K. Boatwright & Co. PC. 401K Profit Sharing Plan-19$2,776,433$141,785$7,462iApproximate average salary by contribution assumption: employee only about $186,559 at 4% or $124,373 at 6%; with 50% employer match about $124,373 at 4% or $82,915 at 6%; with 100% employer match about $93,280 at 4% or $62,186 at 6%.
2019118$2,306,446$145,801$8,100iApproximate average salary by contribution assumption: employee only about $202,501 at 4% or $135,001 at 6%; with 50% employer match about $135,001 at 4% or $90,001 at 6%; with 100% employer match about $101,251 at 4% or $67,500 at 6%.
J.K. Boatwright & Co. PC. 401K Profit Sharing Plan-18$2,306,446$145,801$8,100iApproximate average salary by contribution assumption: employee only about $202,501 at 4% or $135,001 at 6%; with 50% employer match about $135,001 at 4% or $90,001 at 6%; with 100% employer match about $101,251 at 4% or $67,500 at 6%.
2018122$1,985,775$119,922$5,451iApproximate average salary by contribution assumption: employee only about $136,275 at 4% or $90,850 at 6%; with 50% employer match about $90,850 at 4% or $60,567 at 6%; with 100% employer match about $68,138 at 4% or $45,425 at 6%.
J.K. Boatwright & Co. PC. 401K Profit Sharing Plan-22$1,985,775$119,922$5,451iApproximate average salary by contribution assumption: employee only about $136,275 at 4% or $90,850 at 6%; with 50% employer match about $90,850 at 4% or $60,567 at 6%; with 100% employer match about $68,138 at 4% or $45,425 at 6%.
2017121$2,040,611$125,136$5,959iApproximate average salary by contribution assumption: employee only about $148,971 at 4% or $99,314 at 6%; with 50% employer match about $99,314 at 4% or $66,210 at 6%; with 100% employer match about $74,486 at 4% or $49,657 at 6%.
J.K. Boatwright & Co. PC. 401K Profit Sharing Plan-21$2,040,611$125,136$5,959iApproximate average salary by contribution assumption: employee only about $148,971 at 4% or $99,314 at 6%; with 50% employer match about $99,314 at 4% or $66,210 at 6%; with 100% employer match about $74,486 at 4% or $49,657 at 6%.
2016123$1,773,356$125,896$5,474iApproximate average salary by contribution assumption: employee only about $136,843 at 4% or $91,229 at 6%; with 50% employer match about $91,229 at 4% or $60,819 at 6%; with 100% employer match about $68,422 at 4% or $45,614 at 6%.
J.K. Boatwright & Co. PC. 401K Profit Sharing Plan-23$1,773,356$125,896$5,474iApproximate average salary by contribution assumption: employee only about $136,843 at 4% or $91,229 at 6%; with 50% employer match about $91,229 at 4% or $60,819 at 6%; with 100% employer match about $68,422 at 4% or $45,614 at 6%.
2015122$1,652,065$152,718$6,942iApproximate average salary by contribution assumption: employee only about $173,543 at 4% or $115,695 at 6%; with 50% employer match about $115,695 at 4% or $77,130 at 6%; with 100% employer match about $86,772 at 4% or $57,848 at 6%.
J.K. Boatwright & Co. PC. 401K Profit Sharing Plan-22$1,652,065$152,718$6,942iApproximate average salary by contribution assumption: employee only about $173,543 at 4% or $115,695 at 6%; with 50% employer match about $115,695 at 4% or $77,130 at 6%; with 100% employer match about $86,772 at 4% or $57,848 at 6%.
2014122$1,854,255$162,821$7,401iApproximate average salary by contribution assumption: employee only about $185,024 at 4% or $123,349 at 6%; with 50% employer match about $123,349 at 4% or $82,233 at 6%; with 100% employer match about $92,512 at 4% or $61,675 at 6%.
J.K. Boatwright & Co. PC. 401K Profit Sharing Plan-22$1,854,255$162,821$7,401iApproximate average salary by contribution assumption: employee only about $185,024 at 4% or $123,349 at 6%; with 50% employer match about $123,349 at 4% or $82,233 at 6%; with 100% employer match about $92,512 at 4% or $61,675 at 6%.
2013125$1,638,532$301,477$12,059iApproximate average salary by contribution assumption: employee only about $301,477 at 4% or $200,985 at 6%; with 50% employer match about $200,985 at 4% or $133,990 at 6%; with 100% employer match about $150,739 at 4% or $100,492 at 6%.
J.K. Boatwright & Co. PC. 401K Profit Sharing Plan-25$1,638,532$301,477$12,059iApproximate average salary by contribution assumption: employee only about $301,477 at 4% or $200,985 at 6%; with 50% employer match about $200,985 at 4% or $133,990 at 6%; with 100% employer match about $150,739 at 4% or $100,492 at 6%.
2012124$1,267,038$165,603$6,900iApproximate average salary by contribution assumption: employee only about $172,503 at 4% or $115,002 at 6%; with 50% employer match about $115,002 at 4% or $76,668 at 6%; with 100% employer match about $86,252 at 4% or $57,501 at 6%.
J.K. Boatwright & Co. PC. 401K Profit Sharing Plan-24$1,267,038$165,603$6,900iApproximate average salary by contribution assumption: employee only about $172,503 at 4% or $115,002 at 6%; with 50% employer match about $115,002 at 4% or $76,668 at 6%; with 100% employer match about $86,252 at 4% or $57,501 at 6%.
2011126$1,387,447$187,311$7,204iApproximate average salary by contribution assumption: employee only about $180,107 at 4% or $120,071 at 6%; with 50% employer match about $120,071 at 4% or $80,047 at 6%; with 100% employer match about $90,053 at 4% or $60,036 at 6%.
J.K. Boatwright & Co. PC. 401K Profit Sharing Plan-26$1,387,447$187,311$7,204iApproximate average salary by contribution assumption: employee only about $180,107 at 4% or $120,071 at 6%; with 50% employer match about $120,071 at 4% or $80,047 at 6%; with 100% employer match about $90,053 at 4% or $60,036 at 6%.
2010132$1,780,486$212,092$6,628iApproximate average salary by contribution assumption: employee only about $165,697 at 4% or $110,465 at 6%; with 50% employer match about $110,465 at 4% or $73,643 at 6%; with 100% employer match about $82,848 at 4% or $55,232 at 6%.
J.K. Boatwright & Co. PC. 401K Profit Sharing Plan-32$1,780,486$212,092$6,628iApproximate average salary by contribution assumption: employee only about $165,697 at 4% or $110,465 at 6%; with 50% employer match about $110,465 at 4% or $73,643 at 6%; with 100% employer match about $82,848 at 4% or $55,232 at 6%.
2009133$1,435,672$409,687$12,415iApproximate average salary by contribution assumption: employee only about $310,369 at 4% or $206,913 at 6%; with 50% employer match about $206,913 at 4% or $137,942 at 6%; with 100% employer match about $155,184 at 4% or $103,456 at 6%.
J.K. Boatwright & Co. PC. 401K Profit Sharing Plan-33$1,435,672$409,687$12,415iApproximate average salary by contribution assumption: employee only about $310,369 at 4% or $206,913 at 6%; with 50% employer match about $206,913 at 4% or $137,942 at 6%; with 100% employer match about $155,184 at 4% or $103,456 at 6%.
2008135$828,757$1,164,692$33,277iApproximate average salary by contribution assumption: employee only about $831,923 at 4% or $554,615 at 6%; with 50% employer match about $554,615 at 4% or $369,743 at 6%; with 100% employer match about $415,961 at 4% or $277,308 at 6%.
J.K. Boatwright & Co. PC. 401K Profit Sharing Plan-35$828,757$1,164,692$33,277iApproximate average salary by contribution assumption: employee only about $831,923 at 4% or $554,615 at 6%; with 50% employer match about $554,615 at 4% or $369,743 at 6%; with 100% employer match about $415,961 at 4% or $277,308 at 6%.
200716$0$0-
J.K. Boatwright & Co. PC. 401K Profit Sharing Plan-6---
200615$241,626$216,449$43,290iApproximate average salary by contribution assumption: employee only about $1,082,245 at 4% or $721,497 at 6%; with 50% employer match about $721,497 at 4% or $480,998 at 6%; with 100% employer match about $541,123 at 4% or $360,748 at 6%.
J.K. Boatwright & Co. PC. 401K Profit Sharing Plan-5$241,626$216,449$43,290iApproximate average salary by contribution assumption: employee only about $1,082,245 at 4% or $721,497 at 6%; with 50% employer match about $721,497 at 4% or $480,998 at 6%; with 100% employer match about $541,123 at 4% or $360,748 at 6%.