Civic Intelligence

Jones & Walden LLC

Plan context: JONES & WALDEN, LLC CASH BALANCE PENSION PLAN

EIN 58-2606745 • Atlanta, GA • 20 filings • 2 plans

699 Piedmont Avenue, NEAtlanta, GA 30308
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$3,382,514

2024 Contributions

$522,307

Historical Graphs

Total Assets Over Time

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

$3,382,514$1,691,257$0201520202024YearValue
$3,382,514Latest year 2024

Participants Over Time

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

1790201520202024YearValue
15Latest year 2024

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
2024215$3,382,514$522,307$34,820iApproximate average salary by contribution assumption: employee only about $870,512 at 4% or $580,341 at 6%; with 50% employer match about $580,341 at 4% or $386,894 at 6%; with 100% employer match about $435,256 at 4% or $290,171 at 6%.
JONES & WALDEN, LLC CASH BALANCE PENSION PLAN-8$2,483,496$399,528$49,941iApproximate average salary by contribution assumption: employee only about $1,248,525 at 4% or $832,350 at 6%; with 50% employer match about $832,350 at 4% or $554,900 at 6%; with 100% employer match about $624,263 at 4% or $416,175 at 6%.
Jones & Walden LLC Profit Sharing Plan-15$899,018$122,779$8,185iApproximate average salary by contribution assumption: employee only about $204,632 at 4% or $136,421 at 6%; with 50% employer match about $136,421 at 4% or $90,947 at 6%; with 100% employer match about $102,316 at 4% or $68,211 at 6%.
2023217$2,817,170$313,844$18,461iApproximate average salary by contribution assumption: employee only about $461,535 at 4% or $307,690 at 6%; with 50% employer match about $307,690 at 4% or $205,127 at 6%; with 100% employer match about $230,768 at 4% or $153,845 at 6%.
JONES & WALDEN, LLC CASH BALANCE PENSION PLAN-9$1,964,690$200,000$22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%.
Jones & Walden LLC Profit Sharing Plan-17$852,480$113,844$6,697iApproximate average salary by contribution assumption: employee only about $167,418 at 4% or $111,612 at 6%; with 50% employer match about $111,612 at 4% or $74,408 at 6%; with 100% employer match about $83,709 at 4% or $55,806 at 6%.
2022215$2,340,360$252,271$16,818iApproximate average salary by contribution assumption: employee only about $420,452 at 4% or $280,301 at 6%; with 50% employer match about $280,301 at 4% or $186,867 at 6%; with 100% employer match about $210,226 at 4% or $140,151 at 6%.
JONES & WALDEN, LLC CASH BALANCE PENSION PLAN-7$1,651,527$140,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Jones & Walden LLC Profit Sharing Plan-15$688,833$112,271$7,485iApproximate average salary by contribution assumption: employee only about $187,118 at 4% or $124,746 at 6%; with 50% employer match about $124,746 at 4% or $83,164 at 6%; with 100% employer match about $93,559 at 4% or $62,373 at 6%.
2021215$2,371,209$317,284$21,152iApproximate average salary by contribution assumption: employee only about $528,807 at 4% or $352,538 at 6%; with 50% employer match about $352,538 at 4% or $235,025 at 6%; with 100% employer match about $264,403 at 4% or $176,269 at 6%.
JONES & WALDEN, LLC CASH BALANCE PENSION PLAN-7$1,734,930$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
Jones & Walden LLC Profit Sharing Plan-15$636,279$117,284$7,819iApproximate average salary by contribution assumption: employee only about $195,473 at 4% or $130,316 at 6%; with 50% employer match about $130,316 at 4% or $86,877 at 6%; with 100% employer match about $97,737 at 4% or $65,158 at 6%.
2020211$1,795,202$300,967$27,361iApproximate average salary by contribution assumption: employee only about $684,016 at 4% or $456,011 at 6%; with 50% employer match about $456,011 at 4% or $304,007 at 6%; with 100% employer match about $342,008 at 4% or $228,005 at 6%.
JONES & WALDEN, LLC CASH BALANCE PENSION PLAN-8$1,334,432$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Jones & Walden LLC Profit Sharing Plan-11$460,770$100,967$9,179iApproximate average salary by contribution assumption: employee only about $229,470 at 4% or $152,980 at 6%; with 50% employer match about $152,980 at 4% or $101,987 at 6%; with 100% employer match about $114,735 at 4% or $76,490 at 6%.
2019210$1,383,485$217,606$21,761iApproximate average salary by contribution assumption: employee only about $544,015 at 4% or $362,677 at 6%; with 50% employer match about $362,677 at 4% or $241,784 at 6%; with 100% employer match about $272,008 at 4% or $181,338 at 6%.
JONES & WALDEN, LLC CASH BALANCE PENSION PLAN-7$1,050,852$178,548$25,507iApproximate average salary by contribution assumption: employee only about $637,671 at 4% or $425,114 at 6%; with 50% employer match about $425,114 at 4% or $283,410 at 6%; with 100% employer match about $318,836 at 4% or $212,557 at 6%.
Jones & Walden LLC Profit Sharing Plan-10$332,633$39,058$3,906iApproximate average salary by contribution assumption: employee only about $97,645 at 4% or $65,097 at 6%; with 50% employer match about $65,097 at 4% or $43,398 at 6%; with 100% employer match about $48,823 at 4% or $32,548 at 6%.
2018210$1,034,172$279,908$27,991iApproximate average salary by contribution assumption: employee only about $699,770 at 4% or $466,513 at 6%; with 50% employer match about $466,513 at 4% or $311,009 at 6%; with 100% employer match about $349,885 at 4% or $233,257 at 6%.
JONES & WALDEN, LLC CASH BALANCE PENSION PLAN-7$778,686$240,810$34,401iApproximate average salary by contribution assumption: employee only about $860,036 at 4% or $573,357 at 6%; with 50% employer match about $573,357 at 4% or $382,238 at 6%; with 100% employer match about $430,018 at 4% or $286,679 at 6%.
Jones & Walden LLC Profit Sharing Plan-10$255,486$39,098$3,910iApproximate average salary by contribution assumption: employee only about $97,745 at 4% or $65,163 at 6%; with 50% employer match about $65,163 at 4% or $43,442 at 6%; with 100% employer match about $48,873 at 4% or $32,582 at 6%.
2017210$811,384$264,654$26,465iApproximate average salary by contribution assumption: employee only about $661,635 at 4% or $441,090 at 6%; with 50% employer match about $441,090 at 4% or $294,060 at 6%; with 100% employer match about $330,818 at 4% or $220,545 at 6%.
JONES & WALDEN, LLC CASH BALANCE PENSION PLAN-6$568,103$170,637$28,440iApproximate average salary by contribution assumption: employee only about $710,988 at 4% or $473,992 at 6%; with 50% employer match about $473,992 at 4% or $315,994 at 6%; with 100% employer match about $355,494 at 4% or $236,996 at 6%.
Jones & Walden LLC Profit Sharing Plan-10$243,281$94,017$9,402iApproximate average salary by contribution assumption: employee only about $235,043 at 4% or $156,695 at 6%; with 50% employer match about $156,695 at 4% or $104,463 at 6%; with 100% employer match about $117,521 at 4% or $78,348 at 6%.
2016210$508,102$240,999$24,100iApproximate average salary by contribution assumption: employee only about $602,498 at 4% or $401,665 at 6%; with 50% employer match about $401,665 at 4% or $267,777 at 6%; with 100% employer match about $301,249 at 4% or $200,833 at 6%.
JONES & WALDEN, LLC CASH BALANCE PENSION PLAN-6$369,240$171,270$28,545iApproximate average salary by contribution assumption: employee only about $713,625 at 4% or $475,750 at 6%; with 50% employer match about $475,750 at 4% or $317,167 at 6%; with 100% employer match about $356,813 at 4% or $237,875 at 6%.
Jones & Walden LLC Profit Sharing Plan-10$138,862$69,729$6,973iApproximate average salary by contribution assumption: employee only about $174,323 at 4% or $116,215 at 6%; with 50% employer match about $116,215 at 4% or $77,477 at 6%; with 100% employer match about $87,161 at 4% or $58,108 at 6%.
2015211$265,297$265,297$24,118iApproximate average salary by contribution assumption: employee only about $602,948 at 4% or $401,965 at 6%; with 50% employer match about $401,965 at 4% or $267,977 at 6%; with 100% employer match about $301,474 at 4% or $200,983 at 6%.
JONES & WALDEN, LLC CASH BALANCE PENSION PLAN-6$194,133$194,133$32,356iApproximate average salary by contribution assumption: employee only about $808,888 at 4% or $539,258 at 6%; with 50% employer match about $539,258 at 4% or $359,506 at 6%; with 100% employer match about $404,444 at 4% or $269,629 at 6%.
Jones & Walden LLC Profit Sharing Plan-11$71,164$71,164$6,469iApproximate average salary by contribution assumption: employee only about $161,736 at 4% or $107,824 at 6%; with 50% employer match about $107,824 at 4% or $71,883 at 6%; with 100% employer match about $80,868 at 4% or $53,912 at 6%.