Jackson Associates Inc.
Plan context: JACKSON ASSOCIATES 401(K) PLAN
EIN 61-0166090 • Louisville, KY • 24 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
37
2023 Assets
$2,833,653
2023 Contributions
$278,758
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 37 | $2,833,653 | $278,758 | $7,534iApproximate average salary by contribution assumption: employee only about $188,350 at 4% or $125,567 at 6%; with 50% employer match about $125,567 at 4% or $83,711 at 6%; with 100% employer match about $94,175 at 4% or $62,783 at 6%. |
| JACKSON ASSOCIATES 401(K) PLAN | - | 37 | $2,833,653 | $278,758 | $7,534iApproximate average salary by contribution assumption: employee only about $188,350 at 4% or $125,567 at 6%; with 50% employer match about $125,567 at 4% or $83,711 at 6%; with 100% employer match about $94,175 at 4% or $62,783 at 6%. |
| 2022 | 1 | 36 | $2,529,167 | $277,984 | $7,722iApproximate average salary by contribution assumption: employee only about $193,044 at 4% or $128,696 at 6%; with 50% employer match about $128,696 at 4% or $85,798 at 6%; with 100% employer match about $96,522 at 4% or $64,348 at 6%. |
| JACKSON ASSOCIATES 401(K) PLAN | - | 36 | $2,529,167 | $277,984 | $7,722iApproximate average salary by contribution assumption: employee only about $193,044 at 4% or $128,696 at 6%; with 50% employer match about $128,696 at 4% or $85,798 at 6%; with 100% employer match about $96,522 at 4% or $64,348 at 6%. |
| 2021 | 1 | 38 | $2,699,096 | $271,474 | $7,144iApproximate average salary by contribution assumption: employee only about $178,601 at 4% or $119,068 at 6%; with 50% employer match about $119,068 at 4% or $79,378 at 6%; with 100% employer match about $89,301 at 4% or $59,534 at 6%. |
| JACKSON ASSOCIATES 401(K) PLAN | - | 38 | $2,699,096 | $271,474 | $7,144iApproximate average salary by contribution assumption: employee only about $178,601 at 4% or $119,068 at 6%; with 50% employer match about $119,068 at 4% or $79,378 at 6%; with 100% employer match about $89,301 at 4% or $59,534 at 6%. |
| 2020 | 1 | 45 | $2,872,520 | $277,219 | $6,160iApproximate average salary by contribution assumption: employee only about $154,011 at 4% or $102,674 at 6%; with 50% employer match about $102,674 at 4% or $68,449 at 6%; with 100% employer match about $77,005 at 4% or $51,337 at 6%. |
| JACKSON ASSOCIATES 401(K) PLAN | - | 45 | $2,872,520 | $277,219 | $6,160iApproximate average salary by contribution assumption: employee only about $154,011 at 4% or $102,674 at 6%; with 50% employer match about $102,674 at 4% or $68,449 at 6%; with 100% employer match about $77,005 at 4% or $51,337 at 6%. |
| 2019 | 1 | 34 | $2,293,666 | $239,177 | $7,035iApproximate average salary by contribution assumption: employee only about $175,865 at 4% or $117,244 at 6%; with 50% employer match about $117,244 at 4% or $78,162 at 6%; with 100% employer match about $87,933 at 4% or $58,622 at 6%. |
| JACKSON ASSOCIATES 401(K) PLAN | - | 34 | $2,293,666 | $239,177 | $7,035iApproximate average salary by contribution assumption: employee only about $175,865 at 4% or $117,244 at 6%; with 50% employer match about $117,244 at 4% or $78,162 at 6%; with 100% employer match about $87,933 at 4% or $58,622 at 6%. |
| 2018 | 1 | 24 | $1,979,264 | $194,095 | $8,087iApproximate average salary by contribution assumption: employee only about $202,182 at 4% or $134,788 at 6%; with 50% employer match about $134,788 at 4% or $89,859 at 6%; with 100% employer match about $101,091 at 4% or $67,394 at 6%. |
| JACKSON ASSOCIATES 401(K) PLAN | - | 24 | $1,979,264 | $194,095 | $8,087iApproximate average salary by contribution assumption: employee only about $202,182 at 4% or $134,788 at 6%; with 50% employer match about $134,788 at 4% or $89,859 at 6%; with 100% employer match about $101,091 at 4% or $67,394 at 6%. |
| 2017 | 1 | 19 | $1,673,300 | $167,491 | $8,815iApproximate average salary by contribution assumption: employee only about $220,383 at 4% or $146,922 at 6%; with 50% employer match about $146,922 at 4% or $97,948 at 6%; with 100% employer match about $110,191 at 4% or $73,461 at 6%. |
| JACKSON ASSOCIATES 401(K) PLAN | - | 19 | $1,673,300 | $167,491 | $8,815iApproximate average salary by contribution assumption: employee only about $220,383 at 4% or $146,922 at 6%; with 50% employer match about $146,922 at 4% or $97,948 at 6%; with 100% employer match about $110,191 at 4% or $73,461 at 6%. |
| 2016 | 1 | 20 | $1,403,606 | $97,868 | $4,893iApproximate average salary by contribution assumption: employee only about $122,335 at 4% or $81,557 at 6%; with 50% employer match about $81,557 at 4% or $54,371 at 6%; with 100% employer match about $61,167 at 4% or $40,778 at 6%. |
| JACKSON ASSOCIATES 401(K) PLAN | - | 20 | $1,403,606 | $97,868 | $4,893iApproximate average salary by contribution assumption: employee only about $122,335 at 4% or $81,557 at 6%; with 50% employer match about $81,557 at 4% or $54,371 at 6%; with 100% employer match about $61,167 at 4% or $40,778 at 6%. |
| 2015 | 1 | 18 | $1,183,255 | $72,851 | $4,047iApproximate average salary by contribution assumption: employee only about $101,182 at 4% or $67,455 at 6%; with 50% employer match about $67,455 at 4% or $44,970 at 6%; with 100% employer match about $50,591 at 4% or $33,727 at 6%. |
| JACKSON ASSOCIATES 401(K) PLAN | - | 18 | $1,183,255 | $72,851 | $4,047iApproximate average salary by contribution assumption: employee only about $101,182 at 4% or $67,455 at 6%; with 50% employer match about $67,455 at 4% or $44,970 at 6%; with 100% employer match about $50,591 at 4% or $33,727 at 6%. |
| 2014 | 1 | 14 | $1,152,160 | $49,731 | $3,552iApproximate average salary by contribution assumption: employee only about $88,805 at 4% or $59,204 at 6%; with 50% employer match about $59,204 at 4% or $39,469 at 6%; with 100% employer match about $44,403 at 4% or $29,602 at 6%. |
| JACKSON ASSOCIATES 401(K) PLAN | - | 14 | $1,152,160 | $49,731 | $3,552iApproximate average salary by contribution assumption: employee only about $88,805 at 4% or $59,204 at 6%; with 50% employer match about $59,204 at 4% or $39,469 at 6%; with 100% employer match about $44,403 at 4% or $29,602 at 6%. |
| 2013 | 1 | 17 | $1,257,887 | $125,086 | $7,358iApproximate average salary by contribution assumption: employee only about $183,950 at 4% or $122,633 at 6%; with 50% employer match about $122,633 at 4% or $81,756 at 6%; with 100% employer match about $91,975 at 4% or $61,317 at 6%. |
| JACKSON ASSOCIATES 401(K) PLAN | - | 17 | $1,257,887 | $125,086 | $7,358iApproximate average salary by contribution assumption: employee only about $183,950 at 4% or $122,633 at 6%; with 50% employer match about $122,633 at 4% or $81,756 at 6%; with 100% employer match about $91,975 at 4% or $61,317 at 6%. |
| 2012 | 1 | 20 | $1,170,176 | $60,311 | $3,016iApproximate average salary by contribution assumption: employee only about $75,389 at 4% or $50,259 at 6%; with 50% employer match about $50,259 at 4% or $33,506 at 6%; with 100% employer match about $37,694 at 4% or $25,130 at 6%. |
| JACKSON ASSOCIATES 401(K) PLAN | - | 20 | $1,170,176 | $60,311 | $3,016iApproximate average salary by contribution assumption: employee only about $75,389 at 4% or $50,259 at 6%; with 50% employer match about $50,259 at 4% or $33,506 at 6%; with 100% employer match about $37,694 at 4% or $25,130 at 6%. |
| 2011 | 1 | 21 | $1,032,479 | $73,170 | $3,484iApproximate average salary by contribution assumption: employee only about $87,107 at 4% or $58,071 at 6%; with 50% employer match about $58,071 at 4% or $38,714 at 6%; with 100% employer match about $43,554 at 4% or $29,036 at 6%. |
| JACKSON ASSOCIATES 401(K) PLAN | - | 21 | $1,032,479 | $73,170 | $3,484iApproximate average salary by contribution assumption: employee only about $87,107 at 4% or $58,071 at 6%; with 50% employer match about $58,071 at 4% or $38,714 at 6%; with 100% employer match about $43,554 at 4% or $29,036 at 6%. |
| 2010 | 1 | 15 | $1,483,348 | $73,850 | $4,923iApproximate average salary by contribution assumption: employee only about $123,083 at 4% or $82,056 at 6%; with 50% employer match about $82,056 at 4% or $54,704 at 6%; with 100% employer match about $61,542 at 4% or $41,028 at 6%. |
| JACKSON ASSOCIATES 401(K) PLAN | - | 15 | $1,483,348 | $73,850 | $4,923iApproximate average salary by contribution assumption: employee only about $123,083 at 4% or $82,056 at 6%; with 50% employer match about $82,056 at 4% or $54,704 at 6%; with 100% employer match about $61,542 at 4% or $41,028 at 6%. |
| 2009 | 1 | 17 | $1,599,729 | $104,317 | $6,136iApproximate average salary by contribution assumption: employee only about $153,407 at 4% or $102,272 at 6%; with 50% employer match about $102,272 at 4% or $68,181 at 6%; with 100% employer match about $76,704 at 4% or $51,136 at 6%. |
| JACKSON ASSOCIATES 401(K) PLAN | - | 17 | $1,599,729 | $104,317 | $6,136iApproximate average salary by contribution assumption: employee only about $153,407 at 4% or $102,272 at 6%; with 50% employer match about $102,272 at 4% or $68,181 at 6%; with 100% employer match about $76,704 at 4% or $51,136 at 6%. |
| 2008 | 1 | 20 | $0 | $0 | - |
| JACKSON ASSOCIATES 401K PLAN | - | 20 | - | - | - |
| 2007 | 1 | 19 | $0 | $0 | - |
| JACKSON ASSOCIATES 401K PLAN | - | 19 | - | - | - |
| 2006 | 1 | 21 | $1,277,145 | $115,952 | $5,522iApproximate average salary by contribution assumption: employee only about $138,038 at 4% or $92,025 at 6%; with 50% employer match about $92,025 at 4% or $61,350 at 6%; with 100% employer match about $69,019 at 4% or $46,013 at 6%. |
| JACKSON ASSOCIATES 401K PLAN | - | 21 | $1,277,145 | $115,952 | $5,522iApproximate average salary by contribution assumption: employee only about $138,038 at 4% or $92,025 at 6%; with 50% employer match about $92,025 at 4% or $61,350 at 6%; with 100% employer match about $69,019 at 4% or $46,013 at 6%. |
| 2005 | 1 | 20 | $1,033,772 | $156,026 | $7,801iApproximate average salary by contribution assumption: employee only about $195,033 at 4% or $130,022 at 6%; with 50% employer match about $130,022 at 4% or $86,681 at 6%; with 100% employer match about $97,516 at 4% or $65,011 at 6%. |
| JACKSON ASSOCIATES 401K PLAN | - | 20 | $1,033,772 | $156,026 | $7,801iApproximate average salary by contribution assumption: employee only about $195,033 at 4% or $130,022 at 6%; with 50% employer match about $130,022 at 4% or $86,681 at 6%; with 100% employer match about $97,516 at 4% or $65,011 at 6%. |
| 2004 | 1 | 22 | $811,524 | $110,462 | $5,021iApproximate average salary by contribution assumption: employee only about $125,525 at 4% or $83,683 at 6%; with 50% employer match about $83,683 at 4% or $55,789 at 6%; with 100% employer match about $62,763 at 4% or $41,842 at 6%. |
| JACKSON ASSOCIATES 401K PLAN | - | 22 | $811,524 | $110,462 | $5,021iApproximate average salary by contribution assumption: employee only about $125,525 at 4% or $83,683 at 6%; with 50% employer match about $83,683 at 4% or $55,789 at 6%; with 100% employer match about $62,763 at 4% or $41,842 at 6%. |
| 2003 | 1 | 39 | $990,145 | $173,153 | $4,440iApproximate average salary by contribution assumption: employee only about $110,996 at 4% or $73,997 at 6%; with 50% employer match about $73,997 at 4% or $49,331 at 6%; with 100% employer match about $55,498 at 4% or $36,999 at 6%. |
| JACKSON ASSOCIATES 401K PLAN | - | 39 | $990,145 | $173,153 | $4,440iApproximate average salary by contribution assumption: employee only about $110,996 at 4% or $73,997 at 6%; with 50% employer match about $73,997 at 4% or $49,331 at 6%; with 100% employer match about $55,498 at 4% or $36,999 at 6%. |
| 2002 | 1 | 35 | $723,364 | $169,210 | $4,835iApproximate average salary by contribution assumption: employee only about $120,864 at 4% or $80,576 at 6%; with 50% employer match about $80,576 at 4% or $53,717 at 6%; with 100% employer match about $60,432 at 4% or $40,288 at 6%. |
| JACKSON ASSOCIATES 401K PLAN | - | 35 | $723,364 | $169,210 | $4,835iApproximate average salary by contribution assumption: employee only about $120,864 at 4% or $80,576 at 6%; with 50% employer match about $80,576 at 4% or $53,717 at 6%; with 100% employer match about $60,432 at 4% or $40,288 at 6%. |
| 2001 | 1 | 25 | $0 | $0 | - |
| JACKSON ASSOCIATES 401K PLAN | - | 25 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Jackson Associates Inc. Pension Plan | - | 0 | - | - | - |