Brian Jones & Associates Inc.
Plan context: Brian Jones & Associates Inc. Profit Sharing Plan
EIN 59-3344026 • 14 filings • 3 plans
Current Snapshot
Latest Year
2004
2004 Participants
3
2004 Assets
$526,971
2004 Contributions
$17,850
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 |
|---|---|---|---|---|---|
| 2004 | 2 | 3 | $526,971 | $17,850 | $5,950iApproximate average salary by contribution assumption: employee only about $148,750 at 4% or $99,167 at 6%; with 50% employer match about $99,167 at 4% or $66,111 at 6%; with 100% employer match about $74,375 at 4% or $49,583 at 6%. |
| Brian Jones & Associates Inc. Profit Sharing Plan | - | 3 | $366,369 | $132 | $44iApproximate average salary by contribution assumption: employee only about $1,100 at 4% or $733 at 6%; with 50% employer match about $733 at 4% or $489 at 6%; with 100% employer match about $550 at 4% or $367 at 6%. |
| Brian Jones & Associates Inc. Defined Benefit Plan | - | 3 | $160,602 | $17,718 | $5,906iApproximate average salary by contribution assumption: employee only about $147,650 at 4% or $98,433 at 6%; with 50% employer match about $98,433 at 4% or $65,622 at 6%; with 100% employer match about $73,825 at 4% or $49,217 at 6%. |
| 2003 | 2 | 3 | $494,023 | $30,446 | $10,149iApproximate average salary by contribution assumption: employee only about $253,717 at 4% or $169,144 at 6%; with 50% employer match about $169,144 at 4% or $112,763 at 6%; with 100% employer match about $126,858 at 4% or $84,572 at 6%. |
| Brian Jones & Associates Inc. Profit Sharing Plan | - | 3 | $358,491 | $7,976 | $2,659iApproximate average salary by contribution assumption: employee only about $66,467 at 4% or $44,311 at 6%; with 50% employer match about $44,311 at 4% or $29,541 at 6%; with 100% employer match about $33,233 at 4% or $22,156 at 6%. |
| Brian Jones & Associates Inc. Defined Benefit Plan | - | 3 | $135,532 | $22,470 | $7,490iApproximate average salary by contribution assumption: employee only about $187,250 at 4% or $124,833 at 6%; with 50% employer match about $124,833 at 4% or $83,222 at 6%; with 100% employer match about $93,625 at 4% or $62,417 at 6%. |
| 2002 | 2 | 5 | $422,427 | $65,934 | $13,187iApproximate average salary by contribution assumption: employee only about $329,670 at 4% or $219,780 at 6%; with 50% employer match about $219,780 at 4% or $146,520 at 6%; with 100% employer match about $164,835 at 4% or $109,890 at 6%. |
| Brian Jones & Associates Inc. Profit Sharing Plan | - | 5 | $310,375 | $33,012 | $6,602iApproximate average salary by contribution assumption: employee only about $165,060 at 4% or $110,040 at 6%; with 50% employer match about $110,040 at 4% or $73,360 at 6%; with 100% employer match about $82,530 at 4% or $55,020 at 6%. |
| Brian Jones & Associates Inc. Defined Benefit Plan | - | 5 | $112,052 | $32,922 | $6,584iApproximate average salary by contribution assumption: employee only about $164,610 at 4% or $109,740 at 6%; with 50% employer match about $109,740 at 4% or $73,160 at 6%; with 100% employer match about $82,305 at 4% or $54,870 at 6%. |
| 2001 | 3 | 6 | $222,011 | $53,146 | $8,858iApproximate average salary by contribution assumption: employee only about $221,442 at 4% or $147,628 at 6%; with 50% employer match about $147,628 at 4% or $98,419 at 6%; with 100% employer match about $110,721 at 4% or $73,814 at 6%. |
| Brian Jones & Associates Inc. Profit Sharing Plan | - | 5 | $222,011 | $53,146 | $10,629iApproximate average salary by contribution assumption: employee only about $265,730 at 4% or $177,153 at 6%; with 50% employer match about $177,153 at 4% or $118,102 at 6%; with 100% employer match about $132,865 at 4% or $88,577 at 6%. |
| Brian Jones & Associates Inc. Defined Benefit Plan | - | 6 | - | - | - |
| Brian Jones & Associates Inc. Money Purchase Plan | - | 0 | - | - | - |
| 2000 | 3 | 3 | $189,997 | $90,239 | $30,080iApproximate average salary by contribution assumption: employee only about $751,992 at 4% or $501,328 at 6%; with 50% employer match about $501,328 at 4% or $334,219 at 6%; with 100% employer match about $375,996 at 4% or $250,664 at 6%. |
| Brian Jones & Associates Inc. Profit Sharing Plan | - | 3 | $126,014 | $54,209 | $18,070iApproximate average salary by contribution assumption: employee only about $451,742 at 4% or $301,161 at 6%; with 50% employer match about $301,161 at 4% or $200,774 at 6%; with 100% employer match about $225,871 at 4% or $150,581 at 6%. |
| Brian Jones & Associates Inc. Defined Benefit Plan | - | 3 | $36,030 | $36,030 | $12,010iApproximate average salary by contribution assumption: employee only about $300,250 at 4% or $200,167 at 6%; with 50% employer match about $200,167 at 4% or $133,444 at 6%; with 100% employer match about $150,125 at 4% or $100,083 at 6%. |
| Brian Jones & Associates Inc. Money Purchase Plan | - | 3 | $27,953 | - | - |
| 1999 | 2 | 3 | $98,436 | $65,746 | $21,915iApproximate average salary by contribution assumption: employee only about $547,883 at 4% or $365,256 at 6%; with 50% employer match about $365,256 at 4% or $243,504 at 6%; with 100% employer match about $273,942 at 4% or $182,628 at 6%. |
| Brian Jones & Associates Inc. Profit Sharing Plan | - | 3 | $72,032 | $39,448 | $13,149iApproximate average salary by contribution assumption: employee only about $328,733 at 4% or $219,156 at 6%; with 50% employer match about $219,156 at 4% or $146,104 at 6%; with 100% employer match about $164,367 at 4% or $109,578 at 6%. |
| Brian Jones & Associates Inc. Money Purchase Plan | - | 3 | $26,404 | $26,298 | $8,766iApproximate average salary by contribution assumption: employee only about $219,150 at 4% or $146,100 at 6%; with 50% employer match about $146,100 at 4% or $97,400 at 6%; with 100% employer match about $109,575 at 4% or $73,050 at 6%. |