R. Marshall Jones Inc.
Plan context: R. Marshall Jones Inc. Savings and Retirement Plan
EIN 59-2564991 • West Palm Beach, FL • 29 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$5,275,970
2024 Contributions
$54,170
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 12 | $5,275,970 | $54,170 | $4,514iApproximate average salary by contribution assumption: employee only about $112,854 at 4% or $75,236 at 6%; with 50% employer match about $75,236 at 4% or $50,157 at 6%; with 100% employer match about $56,427 at 4% or $37,618 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 12 | $5,275,970 | $54,170 | $4,514iApproximate average salary by contribution assumption: employee only about $112,854 at 4% or $75,236 at 6%; with 50% employer match about $75,236 at 4% or $50,157 at 6%; with 100% employer match about $56,427 at 4% or $37,618 at 6%. |
| 2023 | 1 | 11 | $4,842,962 | $173,455 | $15,769iApproximate average salary by contribution assumption: employee only about $394,216 at 4% or $262,811 at 6%; with 50% employer match about $262,811 at 4% or $175,207 at 6%; with 100% employer match about $197,108 at 4% or $131,405 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 11 | $4,842,962 | $173,455 | $15,769iApproximate average salary by contribution assumption: employee only about $394,216 at 4% or $262,811 at 6%; with 50% employer match about $262,811 at 4% or $175,207 at 6%; with 100% employer match about $197,108 at 4% or $131,405 at 6%. |
| 2022 | 1 | 10 | $4,045,486 | $93,065 | $9,307iApproximate average salary by contribution assumption: employee only about $232,663 at 4% or $155,108 at 6%; with 50% employer match about $155,108 at 4% or $103,406 at 6%; with 100% employer match about $116,331 at 4% or $77,554 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 10 | $4,045,486 | $93,065 | $9,307iApproximate average salary by contribution assumption: employee only about $232,663 at 4% or $155,108 at 6%; with 50% employer match about $155,108 at 4% or $103,406 at 6%; with 100% employer match about $116,331 at 4% or $77,554 at 6%. |
| 2021 | 1 | 10 | $4,704,837 | $121,986 | $12,199iApproximate average salary by contribution assumption: employee only about $304,965 at 4% or $203,310 at 6%; with 50% employer match about $203,310 at 4% or $135,540 at 6%; with 100% employer match about $152,483 at 4% or $101,655 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 10 | $4,704,837 | $121,986 | $12,199iApproximate average salary by contribution assumption: employee only about $304,965 at 4% or $203,310 at 6%; with 50% employer match about $203,310 at 4% or $135,540 at 6%; with 100% employer match about $152,483 at 4% or $101,655 at 6%. |
| 2020 | 1 | 9 | $3,849,443 | $168,454 | $18,717iApproximate average salary by contribution assumption: employee only about $467,928 at 4% or $311,952 at 6%; with 50% employer match about $311,952 at 4% or $207,968 at 6%; with 100% employer match about $233,964 at 4% or $155,976 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 9 | $3,849,443 | $168,454 | $18,717iApproximate average salary by contribution assumption: employee only about $467,928 at 4% or $311,952 at 6%; with 50% employer match about $311,952 at 4% or $207,968 at 6%; with 100% employer match about $233,964 at 4% or $155,976 at 6%. |
| 2019 | 1 | 5 | $3,271,082 | $119,807 | $23,961iApproximate average salary by contribution assumption: employee only about $599,035 at 4% or $399,357 at 6%; with 50% employer match about $399,357 at 4% or $266,238 at 6%; with 100% employer match about $299,518 at 4% or $199,678 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 5 | $3,271,082 | $119,807 | $23,961iApproximate average salary by contribution assumption: employee only about $599,035 at 4% or $399,357 at 6%; with 50% employer match about $399,357 at 4% or $266,238 at 6%; with 100% employer match about $299,518 at 4% or $199,678 at 6%. |
| 2018 | 1 | 6 | $2,546,766 | $118,983 | $19,831iApproximate average salary by contribution assumption: employee only about $495,763 at 4% or $330,508 at 6%; with 50% employer match about $330,508 at 4% or $220,339 at 6%; with 100% employer match about $247,881 at 4% or $165,254 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 6 | $2,546,766 | $118,983 | $19,831iApproximate average salary by contribution assumption: employee only about $495,763 at 4% or $330,508 at 6%; with 50% employer match about $330,508 at 4% or $220,339 at 6%; with 100% employer match about $247,881 at 4% or $165,254 at 6%. |
| 2017 | 1 | 5 | $2,702,139 | $112,479 | $22,496iApproximate average salary by contribution assumption: employee only about $562,395 at 4% or $374,930 at 6%; with 50% employer match about $374,930 at 4% or $249,953 at 6%; with 100% employer match about $281,198 at 4% or $187,465 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 5 | $2,702,139 | $112,479 | $22,496iApproximate average salary by contribution assumption: employee only about $562,395 at 4% or $374,930 at 6%; with 50% employer match about $374,930 at 4% or $249,953 at 6%; with 100% employer match about $281,198 at 4% or $187,465 at 6%. |
| 2016 | 1 | 5 | $2,697,118 | $122,651 | $24,530iApproximate average salary by contribution assumption: employee only about $613,255 at 4% or $408,837 at 6%; with 50% employer match about $408,837 at 4% or $272,558 at 6%; with 100% employer match about $306,628 at 4% or $204,418 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 5 | $2,697,118 | $122,651 | $24,530iApproximate average salary by contribution assumption: employee only about $613,255 at 4% or $408,837 at 6%; with 50% employer match about $408,837 at 4% or $272,558 at 6%; with 100% employer match about $306,628 at 4% or $204,418 at 6%. |
| 2015 | 1 | 5 | $2,290,315 | $128,163 | $25,633iApproximate average salary by contribution assumption: employee only about $640,815 at 4% or $427,210 at 6%; with 50% employer match about $427,210 at 4% or $284,807 at 6%; with 100% employer match about $320,408 at 4% or $213,605 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 5 | $2,290,315 | $128,163 | $25,633iApproximate average salary by contribution assumption: employee only about $640,815 at 4% or $427,210 at 6%; with 50% employer match about $427,210 at 4% or $284,807 at 6%; with 100% employer match about $320,408 at 4% or $213,605 at 6%. |
| 2014 | 1 | 5 | $2,242,268 | $119,357 | $23,871iApproximate average salary by contribution assumption: employee only about $596,785 at 4% or $397,857 at 6%; with 50% employer match about $397,857 at 4% or $265,238 at 6%; with 100% employer match about $298,393 at 4% or $198,928 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 5 | $2,242,268 | $119,357 | $23,871iApproximate average salary by contribution assumption: employee only about $596,785 at 4% or $397,857 at 6%; with 50% employer match about $397,857 at 4% or $265,238 at 6%; with 100% employer match about $298,393 at 4% or $198,928 at 6%. |
| 2013 | 1 | 4 | $2,030,153 | $72,192 | $18,048iApproximate average salary by contribution assumption: employee only about $451,200 at 4% or $300,800 at 6%; with 50% employer match about $300,800 at 4% or $200,533 at 6%; with 100% employer match about $225,600 at 4% or $150,400 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 4 | $2,030,153 | $72,192 | $18,048iApproximate average salary by contribution assumption: employee only about $451,200 at 4% or $300,800 at 6%; with 50% employer match about $300,800 at 4% or $200,533 at 6%; with 100% employer match about $225,600 at 4% or $150,400 at 6%. |
| 2012 | 1 | 6 | $1,752,357 | $69,560 | $11,593iApproximate average salary by contribution assumption: employee only about $289,833 at 4% or $193,222 at 6%; with 50% employer match about $193,222 at 4% or $128,815 at 6%; with 100% employer match about $144,917 at 4% or $96,611 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 6 | $1,752,357 | $69,560 | $11,593iApproximate average salary by contribution assumption: employee only about $289,833 at 4% or $193,222 at 6%; with 50% employer match about $193,222 at 4% or $128,815 at 6%; with 100% employer match about $144,917 at 4% or $96,611 at 6%. |
| 2011 | 1 | 5 | $1,463,547 | $60,716 | $12,143iApproximate average salary by contribution assumption: employee only about $303,580 at 4% or $202,387 at 6%; with 50% employer match about $202,387 at 4% or $134,924 at 6%; with 100% employer match about $151,790 at 4% or $101,193 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 5 | $1,463,547 | $60,716 | $12,143iApproximate average salary by contribution assumption: employee only about $303,580 at 4% or $202,387 at 6%; with 50% employer match about $202,387 at 4% or $134,924 at 6%; with 100% employer match about $151,790 at 4% or $101,193 at 6%. |
| 2010 | 1 | 5 | $1,470,542 | $94,567 | $18,913iApproximate average salary by contribution assumption: employee only about $472,835 at 4% or $315,223 at 6%; with 50% employer match about $315,223 at 4% or $210,149 at 6%; with 100% employer match about $236,418 at 4% or $157,612 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 5 | $1,470,542 | $94,567 | $18,913iApproximate average salary by contribution assumption: employee only about $472,835 at 4% or $315,223 at 6%; with 50% employer match about $315,223 at 4% or $210,149 at 6%; with 100% employer match about $236,418 at 4% or $157,612 at 6%. |
| 2009 | 1 | 7 | $1,177,011 | $96,918 | $13,845iApproximate average salary by contribution assumption: employee only about $346,136 at 4% or $230,757 at 6%; with 50% employer match about $230,757 at 4% or $153,838 at 6%; with 100% employer match about $173,068 at 4% or $115,379 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 7 | $1,177,011 | $96,918 | $13,845iApproximate average salary by contribution assumption: employee only about $346,136 at 4% or $230,757 at 6%; with 50% employer match about $230,757 at 4% or $153,838 at 6%; with 100% employer match about $173,068 at 4% or $115,379 at 6%. |
| 2008 | 1 | 6 | $803,202 | $95,826 | $15,971iApproximate average salary by contribution assumption: employee only about $399,275 at 4% or $266,183 at 6%; with 50% employer match about $266,183 at 4% or $177,456 at 6%; with 100% employer match about $199,638 at 4% or $133,092 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 6 | $803,202 | $95,826 | $15,971iApproximate average salary by contribution assumption: employee only about $399,275 at 4% or $266,183 at 6%; with 50% employer match about $266,183 at 4% or $177,456 at 6%; with 100% employer match about $199,638 at 4% or $133,092 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 6 | - | - | - |
| 2006 | 1 | 6 | $838,881 | $98,534 | $16,422iApproximate average salary by contribution assumption: employee only about $410,558 at 4% or $273,706 at 6%; with 50% employer match about $273,706 at 4% or $182,470 at 6%; with 100% employer match about $205,279 at 4% or $136,853 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 6 | $838,881 | $98,534 | $16,422iApproximate average salary by contribution assumption: employee only about $410,558 at 4% or $273,706 at 6%; with 50% employer match about $273,706 at 4% or $182,470 at 6%; with 100% employer match about $205,279 at 4% or $136,853 at 6%. |
| 2004 | 1 | 5 | $590,226 | $122,195 | $24,439iApproximate average salary by contribution assumption: employee only about $610,975 at 4% or $407,317 at 6%; with 50% employer match about $407,317 at 4% or $271,544 at 6%; with 100% employer match about $305,488 at 4% or $203,658 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 5 | $590,226 | $122,195 | $24,439iApproximate average salary by contribution assumption: employee only about $610,975 at 4% or $407,317 at 6%; with 50% employer match about $407,317 at 4% or $271,544 at 6%; with 100% employer match about $305,488 at 4% or $203,658 at 6%. |
| 2003 | 1 | 5 | $391,768 | $77,032 | $15,406iApproximate average salary by contribution assumption: employee only about $385,160 at 4% or $256,773 at 6%; with 50% employer match about $256,773 at 4% or $171,182 at 6%; with 100% employer match about $192,580 at 4% or $128,387 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 5 | $391,768 | $77,032 | $15,406iApproximate average salary by contribution assumption: employee only about $385,160 at 4% or $256,773 at 6%; with 50% employer match about $256,773 at 4% or $171,182 at 6%; with 100% employer match about $192,580 at 4% or $128,387 at 6%. |
| 2002 | 2 | 5 | $228,527 | $107,764 | $21,553iApproximate average salary by contribution assumption: employee only about $538,820 at 4% or $359,213 at 6%; with 50% employer match about $359,213 at 4% or $239,476 at 6%; with 100% employer match about $269,410 at 4% or $179,607 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 5 | $228,527 | $107,764 | $21,553iApproximate average salary by contribution assumption: employee only about $538,820 at 4% or $359,213 at 6%; with 50% employer match about $359,213 at 4% or $239,476 at 6%; with 100% employer match about $269,410 at 4% or $179,607 at 6%. |
| R. Marshall Jones Inc. Money Purchase Pension Plan and Trust | - | 0 | - | - | - |
| 2001 | 2 | 4 | $198,004 | $54,344 | $13,586iApproximate average salary by contribution assumption: employee only about $339,650 at 4% or $226,433 at 6%; with 50% employer match about $226,433 at 4% or $150,956 at 6%; with 100% employer match about $169,825 at 4% or $113,217 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 4 | $162,715 | $35,134 | $8,784iApproximate average salary by contribution assumption: employee only about $219,588 at 4% or $146,392 at 6%; with 50% employer match about $146,392 at 4% or $97,594 at 6%; with 100% employer match about $109,794 at 4% or $73,196 at 6%. |
| R. Marshall Jones Inc. Money Purchase Pension Plan and Trust | - | 4 | $35,289 | $19,210 | $4,803iApproximate average salary by contribution assumption: employee only about $120,063 at 4% or $80,042 at 6%; with 50% employer match about $80,042 at 4% or $53,361 at 6%; with 100% employer match about $60,031 at 4% or $40,021 at 6%. |
| 2000 | 2 | 4 | $161,544 | $46,559 | $11,640iApproximate average salary by contribution assumption: employee only about $290,994 at 4% or $193,996 at 6%; with 50% employer match about $193,996 at 4% or $129,331 at 6%; with 100% employer match about $145,497 at 4% or $96,998 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 4 | $143,407 | $36,534 | $9,134iApproximate average salary by contribution assumption: employee only about $228,338 at 4% or $152,225 at 6%; with 50% employer match about $152,225 at 4% or $101,483 at 6%; with 100% employer match about $114,169 at 4% or $76,113 at 6%. |
| R. Marshall Jones Inc. Money Purchase Pension Plan and Trust | - | 4 | $18,137 | $10,025 | $2,506iApproximate average salary by contribution assumption: employee only about $62,656 at 4% or $41,771 at 6%; with 50% employer match about $41,771 at 4% or $27,847 at 6%; with 100% employer match about $31,328 at 4% or $20,885 at 6%. |
| 1999 | 2 | 4 | $129,702 | $41,990 | $10,498iApproximate average salary by contribution assumption: employee only about $262,438 at 4% or $174,958 at 6%; with 50% employer match about $174,958 at 4% or $116,639 at 6%; with 100% employer match about $131,219 at 4% or $87,479 at 6%. |
| R. Marshall Jones Inc. Savings and Retirement Plan | - | 4 | $120,412 | $32,700 | $8,175iApproximate average salary by contribution assumption: employee only about $204,375 at 4% or $136,250 at 6%; with 50% employer match about $136,250 at 4% or $90,833 at 6%; with 100% employer match about $102,188 at 4% or $68,125 at 6%. |
| R. Marshall Jones Inc. Money Purchase Pension Plan and Trust | - | 4 | $9,290 | $9,290 | $2,323iApproximate average salary by contribution assumption: employee only about $58,063 at 4% or $38,708 at 6%; with 50% employer match about $38,708 at 4% or $25,806 at 6%; with 100% employer match about $29,031 at 4% or $19,354 at 6%. |