Civic Intelligence

Jones - Mcleod Inc.

Plan context: Jones - Mcleod Inc. Profit Sharing Plan

EIN 63-0435930 • Birmingham, AL • 22 filings • 1 plans

P O Box 101329Birmingham, AL 35210
Current Snapshot

Latest Year

2023

2023 Participants

34

2023 Assets

$7,443,932

2023 Contributions

$245,203

Historical Graphs

Total Assets Over Time

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

$7,443,932$3,721,966$0200220142023YearValue
$7,443,932Latest year 2023

Participants Over Time

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

34170200220132023YearValue
34Latest year 2023

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
2023134$7,443,932$245,203$7,212iApproximate average salary by contribution assumption: employee only about $180,296 at 4% or $120,198 at 6%; with 50% employer match about $120,198 at 4% or $80,132 at 6%; with 100% employer match about $90,148 at 4% or $60,099 at 6%.
Jones - Mcleod Inc. Profit Sharing Plan-34$7,443,932$245,203$7,212iApproximate average salary by contribution assumption: employee only about $180,296 at 4% or $120,198 at 6%; with 50% employer match about $120,198 at 4% or $80,132 at 6%; with 100% employer match about $90,148 at 4% or $60,099 at 6%.
2022130$5,712,343$239,617$7,987iApproximate average salary by contribution assumption: employee only about $199,681 at 4% or $133,121 at 6%; with 50% employer match about $133,121 at 4% or $88,747 at 6%; with 100% employer match about $99,840 at 4% or $66,560 at 6%.
Jones - Mcleod Inc. Profit Sharing Plan-30$5,712,343$239,617$7,987iApproximate average salary by contribution assumption: employee only about $199,681 at 4% or $133,121 at 6%; with 50% employer match about $133,121 at 4% or $88,747 at 6%; with 100% employer match about $99,840 at 4% or $66,560 at 6%.
2021126$4,708,447$226,258$8,702iApproximate average salary by contribution assumption: employee only about $217,556 at 4% or $145,037 at 6%; with 50% employer match about $145,037 at 4% or $96,691 at 6%; with 100% employer match about $108,778 at 4% or $72,519 at 6%.
Jones - Mcleod Inc. Profit Sharing Plan-26$4,708,447$226,258$8,702iApproximate average salary by contribution assumption: employee only about $217,556 at 4% or $145,037 at 6%; with 50% employer match about $145,037 at 4% or $96,691 at 6%; with 100% employer match about $108,778 at 4% or $72,519 at 6%.
2020128$5,731,564$235,388$8,407iApproximate average salary by contribution assumption: employee only about $210,168 at 4% or $140,112 at 6%; with 50% employer match about $140,112 at 4% or $93,408 at 6%; with 100% employer match about $105,084 at 4% or $70,056 at 6%.
Jones - Mcleod Inc. Profit Sharing Plan-28$5,731,564$235,388$8,407iApproximate average salary by contribution assumption: employee only about $210,168 at 4% or $140,112 at 6%; with 50% employer match about $140,112 at 4% or $93,408 at 6%; with 100% employer match about $105,084 at 4% or $70,056 at 6%.
2019130$4,627,250$185,293$6,176iApproximate average salary by contribution assumption: employee only about $154,411 at 4% or $102,941 at 6%; with 50% employer match about $102,941 at 4% or $68,627 at 6%; with 100% employer match about $77,205 at 4% or $51,470 at 6%.
Jones - Mcleod Inc. Profit Sharing Plan-30$4,627,250$185,293$6,176iApproximate average salary by contribution assumption: employee only about $154,411 at 4% or $102,941 at 6%; with 50% employer match about $102,941 at 4% or $68,627 at 6%; with 100% employer match about $77,205 at 4% or $51,470 at 6%.
2018132$4,140,203$102,610$3,207iApproximate average salary by contribution assumption: employee only about $80,164 at 4% or $53,443 at 6%; with 50% employer match about $53,443 at 4% or $35,628 at 6%; with 100% employer match about $40,082 at 4% or $26,721 at 6%.
Jones - Mcleod Inc. Profit Sharing Plan-32$4,140,203$102,610$3,207iApproximate average salary by contribution assumption: employee only about $80,164 at 4% or $53,443 at 6%; with 50% employer match about $53,443 at 4% or $35,628 at 6%; with 100% employer match about $40,082 at 4% or $26,721 at 6%.
2017129$3,828,510$200,158$6,902iApproximate average salary by contribution assumption: employee only about $172,550 at 4% or $115,033 at 6%; with 50% employer match about $115,033 at 4% or $76,689 at 6%; with 100% employer match about $86,275 at 4% or $57,517 at 6%.
Jones - Mcleod Inc. Profit Sharing Plan-29$3,828,510$200,158$6,902iApproximate average salary by contribution assumption: employee only about $172,550 at 4% or $115,033 at 6%; with 50% employer match about $115,033 at 4% or $76,689 at 6%; with 100% employer match about $86,275 at 4% or $57,517 at 6%.
2016131$3,723,626$159,481$5,145iApproximate average salary by contribution assumption: employee only about $128,614 at 4% or $85,742 at 6%; with 50% employer match about $85,742 at 4% or $57,162 at 6%; with 100% employer match about $64,307 at 4% or $42,871 at 6%.
Jones - Mcleod Inc. Profit Sharing Plan-31$3,723,626$159,481$5,145iApproximate average salary by contribution assumption: employee only about $128,614 at 4% or $85,742 at 6%; with 50% employer match about $85,742 at 4% or $57,162 at 6%; with 100% employer match about $64,307 at 4% or $42,871 at 6%.
2015128$3,233,714$152,792$5,457iApproximate average salary by contribution assumption: employee only about $136,421 at 4% or $90,948 at 6%; with 50% employer match about $90,948 at 4% or $60,632 at 6%; with 100% employer match about $68,211 at 4% or $45,474 at 6%.
Jones - Mcleod Inc. Profit Sharing Plan-28$3,233,714$152,792$5,457iApproximate average salary by contribution assumption: employee only about $136,421 at 4% or $90,948 at 6%; with 50% employer match about $90,948 at 4% or $60,632 at 6%; with 100% employer match about $68,211 at 4% or $45,474 at 6%.
2014128$3,164,921$150,244$5,366iApproximate average salary by contribution assumption: employee only about $134,146 at 4% or $89,431 at 6%; with 50% employer match about $89,431 at 4% or $59,621 at 6%; with 100% employer match about $67,073 at 4% or $44,715 at 6%.
Jones - Mcleod Inc. Profit Sharing Plan-28$3,164,921$150,244$5,366iApproximate average salary by contribution assumption: employee only about $134,146 at 4% or $89,431 at 6%; with 50% employer match about $89,431 at 4% or $59,621 at 6%; with 100% employer match about $67,073 at 4% or $44,715 at 6%.
2013126$2,855,634$131,148$5,044iApproximate average salary by contribution assumption: employee only about $126,104 at 4% or $84,069 at 6%; with 50% employer match about $84,069 at 4% or $56,046 at 6%; with 100% employer match about $63,052 at 4% or $42,035 at 6%.
Jones - Mcleod Inc. Profit Sharing Plan-26$2,855,634$131,148$5,044iApproximate average salary by contribution assumption: employee only about $126,104 at 4% or $84,069 at 6%; with 50% employer match about $84,069 at 4% or $56,046 at 6%; with 100% employer match about $63,052 at 4% or $42,035 at 6%.
2012125$2,501,500$128,376$5,135iApproximate average salary by contribution assumption: employee only about $128,376 at 4% or $85,584 at 6%; with 50% employer match about $85,584 at 4% or $57,056 at 6%; with 100% employer match about $64,188 at 4% or $42,792 at 6%.
Jones - Mcleod Inc. Profit Sharing Plan-25$2,501,500$128,376$5,135iApproximate average salary by contribution assumption: employee only about $128,376 at 4% or $85,584 at 6%; with 50% employer match about $85,584 at 4% or $57,056 at 6%; with 100% employer match about $64,188 at 4% or $42,792 at 6%.
2011118$2,166,079$115,661$6,426iApproximate average salary by contribution assumption: employee only about $160,640 at 4% or $107,094 at 6%; with 50% employer match about $107,094 at 4% or $71,396 at 6%; with 100% employer match about $80,320 at 4% or $53,547 at 6%.
Jones - Mcleod Inc. Profit Sharing Plan-18$2,166,079$115,661$6,426iApproximate average salary by contribution assumption: employee only about $160,640 at 4% or $107,094 at 6%; with 50% employer match about $107,094 at 4% or $71,396 at 6%; with 100% employer match about $80,320 at 4% or $53,547 at 6%.
2010121$2,270,485$116,368$5,541iApproximate average salary by contribution assumption: employee only about $138,533 at 4% or $92,356 at 6%; with 50% employer match about $92,356 at 4% or $61,570 at 6%; with 100% employer match about $69,267 at 4% or $46,178 at 6%.
Jones - Mcleod Inc. Profit Sharing Plan-21$2,270,485$116,368$5,541iApproximate average salary by contribution assumption: employee only about $138,533 at 4% or $92,356 at 6%; with 50% employer match about $92,356 at 4% or $61,570 at 6%; with 100% employer match about $69,267 at 4% or $46,178 at 6%.
2009123$1,979,939$112,183$4,878iApproximate average salary by contribution assumption: employee only about $121,938 at 4% or $81,292 at 6%; with 50% employer match about $81,292 at 4% or $54,195 at 6%; with 100% employer match about $60,969 at 4% or $40,646 at 6%.
Jones - Mcleod Inc. Profit Sharing Plan-23$1,979,939$112,183$4,878iApproximate average salary by contribution assumption: employee only about $121,938 at 4% or $81,292 at 6%; with 50% employer match about $81,292 at 4% or $54,195 at 6%; with 100% employer match about $60,969 at 4% or $40,646 at 6%.
2008125$0$0-
Jones - Mcleod Inc. Profit Sharing Plan-25---
2007127$0$0-
Jones - Mcleod Inc. Profit Sharing Plan-27---
2006122$1,795,440$72,397$3,291iApproximate average salary by contribution assumption: employee only about $82,269 at 4% or $54,846 at 6%; with 50% employer match about $54,846 at 4% or $36,564 at 6%; with 100% employer match about $41,135 at 4% or $27,423 at 6%.
Jones - Mcleod Inc. Profit Sharing Plan-22$1,795,440$72,397$3,291iApproximate average salary by contribution assumption: employee only about $82,269 at 4% or $54,846 at 6%; with 50% employer match about $54,846 at 4% or $36,564 at 6%; with 100% employer match about $41,135 at 4% or $27,423 at 6%.
2005122$1,571,877$79,089$3,595iApproximate average salary by contribution assumption: employee only about $89,874 at 4% or $59,916 at 6%; with 50% employer match about $59,916 at 4% or $39,944 at 6%; with 100% employer match about $44,937 at 4% or $29,958 at 6%.
Jones - Mcleod Inc. Profit Sharing Plan-22$1,571,877$79,089$3,595iApproximate average salary by contribution assumption: employee only about $89,874 at 4% or $59,916 at 6%; with 50% employer match about $59,916 at 4% or $39,944 at 6%; with 100% employer match about $44,937 at 4% or $29,958 at 6%.
2004119$1,641,495$74,359$3,914iApproximate average salary by contribution assumption: employee only about $97,841 at 4% or $65,227 at 6%; with 50% employer match about $65,227 at 4% or $43,485 at 6%; with 100% employer match about $48,920 at 4% or $32,614 at 6%.
Jones - Mcleod Inc. Profit Sharing Plan-19$1,641,495$74,359$3,914iApproximate average salary by contribution assumption: employee only about $97,841 at 4% or $65,227 at 6%; with 50% employer match about $65,227 at 4% or $43,485 at 6%; with 100% employer match about $48,920 at 4% or $32,614 at 6%.
2003118$1,667,598$67,275$3,738iApproximate average salary by contribution assumption: employee only about $93,438 at 4% or $62,292 at 6%; with 50% employer match about $62,292 at 4% or $41,528 at 6%; with 100% employer match about $46,719 at 4% or $31,146 at 6%.
Jones - Mcleod Inc. Profit Sharing Plan-18$1,667,598$67,275$3,738iApproximate average salary by contribution assumption: employee only about $93,438 at 4% or $62,292 at 6%; with 50% employer match about $62,292 at 4% or $41,528 at 6%; with 100% employer match about $46,719 at 4% or $31,146 at 6%.
2002120$1,386,452$73,047$3,652iApproximate average salary by contribution assumption: employee only about $91,309 at 4% or $60,873 at 6%; with 50% employer match about $60,873 at 4% or $40,582 at 6%; with 100% employer match about $45,654 at 4% or $30,436 at 6%.
Jones - Mcleod Inc. Profit Sharing Plan-20$1,386,452$73,047$3,652iApproximate average salary by contribution assumption: employee only about $91,309 at 4% or $60,873 at 6%; with 50% employer match about $60,873 at 4% or $40,582 at 6%; with 100% employer match about $45,654 at 4% or $30,436 at 6%.