Civic Intelligence

W M Jones & Co Inc

Plan context: W M Jones && Co Inc 401K Profit Sharing Plan && Trust

EIN 58-1937916 • 6 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

3

2004 Assets

$1,020

2004 Contributions

$1,977

Historical Graphs

Total Assets Over Time

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

$33,585$16,793$0199920022003YearValue
$1,020Latest year 2003

Participants Over Time

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

1680199920012003YearValue
3Latest year 2003

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
200410$0$0-
W M Jones && Co Inc 401K Profit Sharing Plan && Trust-0---
200313$1,020$1,977$659iApproximate average salary by contribution assumption: employee only about $16,475 at 4% or $10,983 at 6%; with 50% employer match about $10,983 at 4% or $7,322 at 6%; with 100% employer match about $8,238 at 4% or $5,492 at 6%.
W M Jones && Co Inc 401K Profit Sharing Plan && Trust-3$1,020$1,977$659iApproximate average salary by contribution assumption: employee only about $16,475 at 4% or $10,983 at 6%; with 50% employer match about $10,983 at 4% or $7,322 at 6%; with 100% employer match about $8,238 at 4% or $5,492 at 6%.
2002116$21,932$11,232$702iApproximate average salary by contribution assumption: employee only about $17,550 at 4% or $11,700 at 6%; with 50% employer match about $11,700 at 4% or $7,800 at 6%; with 100% employer match about $8,775 at 4% or $5,850 at 6%.
W M Jones && Co Inc 401K Profit Sharing Plan && Trust-16$21,932$11,232$702iApproximate average salary by contribution assumption: employee only about $17,550 at 4% or $11,700 at 6%; with 50% employer match about $11,700 at 4% or $7,800 at 6%; with 100% employer match about $8,775 at 4% or $5,850 at 6%.
2001116$33,585$16,472$1,030iApproximate average salary by contribution assumption: employee only about $25,738 at 4% or $17,158 at 6%; with 50% employer match about $17,158 at 4% or $11,439 at 6%; with 100% employer match about $12,869 at 4% or $8,579 at 6%.
W M Jones && Co Inc 401K Profit Sharing Plan && Trust-16$33,585$16,472$1,030iApproximate average salary by contribution assumption: employee only about $25,738 at 4% or $17,158 at 6%; with 50% employer match about $17,158 at 4% or $11,439 at 6%; with 100% employer match about $12,869 at 4% or $8,579 at 6%.
2000115$0$0-
W M Jones && Co Inc 401K Profit Sharing Plan && Trust-15---
1999113$4,998$4,658$358iApproximate average salary by contribution assumption: employee only about $8,958 at 4% or $5,972 at 6%; with 50% employer match about $5,972 at 4% or $3,981 at 6%; with 100% employer match about $4,479 at 4% or $2,986 at 6%.
W M Jones && Co Inc 401K Profit Sharing Plan && Trust-13$4,998$4,658$358iApproximate average salary by contribution assumption: employee only about $8,958 at 4% or $5,972 at 6%; with 50% employer match about $5,972 at 4% or $3,981 at 6%; with 100% employer match about $4,479 at 4% or $2,986 at 6%.