Civic Intelligence

Dale Jackson PC

Plan context: Dale Jackson PC 401 K Profit Sharing Plan Trust

EIN 58-1787451 • Alpharetta, GA • 5 filings • 2 plans

12600 Deerfield Pkwy Ste 125Alpharetta, GA 30004
Current Snapshot

Latest Year

2019

2019 Participants

4

2019 Assets

$93,465

2019 Contributions

$2,110

Historical Graphs

Total Assets Over Time

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

$98,336$49,168$0201520172018YearValue
$93,465Latest year 2018

Participants Over Time

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

530201520172018YearValue
4Latest year 2018

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
201910$0$0-
Dale Jackson PC 401 K Profit Sharing Plan Trust-0$0--
201814$93,465$2,110$528iApproximate average salary by contribution assumption: employee only about $13,188 at 4% or $8,792 at 6%; with 50% employer match about $8,792 at 4% or $5,861 at 6%; with 100% employer match about $6,594 at 4% or $4,396 at 6%.
Dale Jackson PC 401 K Profit Sharing Plan Trust-4$93,465$2,110$528iApproximate average salary by contribution assumption: employee only about $13,188 at 4% or $8,792 at 6%; with 50% employer match about $8,792 at 4% or $5,861 at 6%; with 100% employer match about $6,594 at 4% or $4,396 at 6%.
201714$98,336$0-
Dale Jackson PC 401 K Profit Sharing Plan Trust-4$98,336--
201614$88,617$48,354$12,089iApproximate average salary by contribution assumption: employee only about $302,213 at 4% or $201,475 at 6%; with 50% employer match about $201,475 at 4% or $134,317 at 6%; with 100% employer match about $151,106 at 4% or $100,738 at 6%.
Dale Jackson PC 401 K Profit Sharing Plan Trust-4$88,617$48,354$12,089iApproximate average salary by contribution assumption: employee only about $302,213 at 4% or $201,475 at 6%; with 50% employer match about $201,475 at 4% or $134,317 at 6%; with 100% employer match about $151,106 at 4% or $100,738 at 6%.
201515$37,967$38,062$7,612iApproximate average salary by contribution assumption: employee only about $190,310 at 4% or $126,873 at 6%; with 50% employer match about $126,873 at 4% or $84,582 at 6%; with 100% employer match about $95,155 at 4% or $63,437 at 6%.
Dale Jackson PC 401 K Profit Sharing Plan Trust-5$37,967$38,062$7,612iApproximate average salary by contribution assumption: employee only about $190,310 at 4% or $126,873 at 6%; with 50% employer match about $126,873 at 4% or $84,582 at 6%; with 100% employer match about $95,155 at 4% or $63,437 at 6%.
Dale Jackson PC | EIN 58-1787451 | 2019 Form 5500 Company Profile