Jamison Financial Services Inc.
Plan context: Jamison Financial Services Inc. 401K P/S Plan
EIN 58-2103991 • Duluth, GA • 6 filings • 2 plans
Current Snapshot
Latest Year
2010
2010 Participants
3
2010 Assets
$128,628
2010 Contributions
$830
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $830 | - |
| Jamison Financial Services Inc. 401K P/S Plan | - | 0 | $0 | $830 | - |
| 2009 | 1 | 3 | $128,628 | $7,124 | $2,375iApproximate average salary by contribution assumption: employee only about $59,367 at 4% or $39,578 at 6%; with 50% employer match about $39,578 at 4% or $26,385 at 6%; with 100% employer match about $29,683 at 4% or $19,789 at 6%. |
| Jamison Financial Services Inc. 401K P/S Plan | - | 3 | $128,628 | $7,124 | $2,375iApproximate average salary by contribution assumption: employee only about $59,367 at 4% or $39,578 at 6%; with 50% employer match about $39,578 at 4% or $26,385 at 6%; with 100% employer match about $29,683 at 4% or $19,789 at 6%. |
| 2008 | 1 | 3 | $97,841 | $45,014 | $15,005iApproximate average salary by contribution assumption: employee only about $375,117 at 4% or $250,078 at 6%; with 50% employer match about $250,078 at 4% or $166,719 at 6%; with 100% employer match about $187,558 at 4% or $125,039 at 6%. |
| Jamison Financial Services Inc. 401K P/S Plan | - | 3 | $97,841 | $45,014 | $15,005iApproximate average salary by contribution assumption: employee only about $375,117 at 4% or $250,078 at 6%; with 50% employer match about $250,078 at 4% or $166,719 at 6%; with 100% employer match about $187,558 at 4% or $125,039 at 6%. |
| 2007 | 1 | 3 | $89,088 | $43,120 | $14,373iApproximate average salary by contribution assumption: employee only about $359,333 at 4% or $239,556 at 6%; with 50% employer match about $239,556 at 4% or $159,704 at 6%; with 100% employer match about $179,667 at 4% or $119,778 at 6%. |
| Jamison Financial Services Inc. 401K P/S Plan | - | 3 | $89,088 | $43,120 | $14,373iApproximate average salary by contribution assumption: employee only about $359,333 at 4% or $239,556 at 6%; with 50% employer match about $239,556 at 4% or $159,704 at 6%; with 100% employer match about $179,667 at 4% or $119,778 at 6%. |
| 2006 | 1 | 2 | $44,264 | $22,930 | $11,465iApproximate average salary by contribution assumption: employee only about $286,625 at 4% or $191,083 at 6%; with 50% employer match about $191,083 at 4% or $127,389 at 6%; with 100% employer match about $143,313 at 4% or $95,542 at 6%. |
| Jamison Financial Services Inc. 401K P/S Plan | - | 2 | $44,264 | $22,930 | $11,465iApproximate average salary by contribution assumption: employee only about $286,625 at 4% or $191,083 at 6%; with 50% employer match about $191,083 at 4% or $127,389 at 6%; with 100% employer match about $143,313 at 4% or $95,542 at 6%. |
| 2005 | 1 | 3 | $16,372 | $15,818 | $5,273iApproximate average salary by contribution assumption: employee only about $131,817 at 4% or $87,878 at 6%; with 50% employer match about $87,878 at 4% or $58,585 at 6%; with 100% employer match about $65,908 at 4% or $43,939 at 6%. |
| Jamison Financial Services Inc. 401K P/S Plan | - | 3 | $16,372 | $15,818 | $5,273iApproximate average salary by contribution assumption: employee only about $131,817 at 4% or $87,878 at 6%; with 50% employer match about $87,878 at 4% or $58,585 at 6%; with 100% employer match about $65,908 at 4% or $43,939 at 6%. |