Jackson, Renfro & Associates Inc.
Plan context: Jackson, Renfro & Associates Inc. Profit Sharing Plan
EIN 63-0758626 • Birmingham, AL • 25 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$8,625,816
2024 Contributions
$310,405
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 | $8,625,816 | $310,405 | $25,867iApproximate average salary by contribution assumption: employee only about $646,677 at 4% or $431,118 at 6%; with 50% employer match about $431,118 at 4% or $287,412 at 6%; with 100% employer match about $323,339 at 4% or $215,559 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 12 | $8,625,816 | $310,405 | $25,867iApproximate average salary by contribution assumption: employee only about $646,677 at 4% or $431,118 at 6%; with 50% employer match about $431,118 at 4% or $287,412 at 6%; with 100% employer match about $323,339 at 4% or $215,559 at 6%. |
| 2023 | 1 | 11 | $7,022,002 | $281,963 | $25,633iApproximate average salary by contribution assumption: employee only about $640,825 at 4% or $427,217 at 6%; with 50% employer match about $427,217 at 4% or $284,811 at 6%; with 100% employer match about $320,413 at 4% or $213,608 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 11 | $7,022,002 | $281,963 | $25,633iApproximate average salary by contribution assumption: employee only about $640,825 at 4% or $427,217 at 6%; with 50% employer match about $427,217 at 4% or $284,811 at 6%; with 100% employer match about $320,413 at 4% or $213,608 at 6%. |
| 2022 | 1 | 11 | $5,539,181 | $241,742 | $21,977iApproximate average salary by contribution assumption: employee only about $549,414 at 4% or $366,276 at 6%; with 50% employer match about $366,276 at 4% or $244,184 at 6%; with 100% employer match about $274,707 at 4% or $183,138 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 11 | $5,539,181 | $241,742 | $21,977iApproximate average salary by contribution assumption: employee only about $549,414 at 4% or $366,276 at 6%; with 50% employer match about $366,276 at 4% or $244,184 at 6%; with 100% employer match about $274,707 at 4% or $183,138 at 6%. |
| 2021 | 1 | 10 | $6,701,006 | $220,556 | $22,056iApproximate average salary by contribution assumption: employee only about $551,390 at 4% or $367,593 at 6%; with 50% employer match about $367,593 at 4% or $245,062 at 6%; with 100% employer match about $275,695 at 4% or $183,797 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 10 | $6,701,006 | $220,556 | $22,056iApproximate average salary by contribution assumption: employee only about $551,390 at 4% or $367,593 at 6%; with 50% employer match about $367,593 at 4% or $245,062 at 6%; with 100% employer match about $275,695 at 4% or $183,797 at 6%. |
| 2020 | 1 | 9 | $5,419,499 | $203,716 | $22,635iApproximate average salary by contribution assumption: employee only about $565,878 at 4% or $377,252 at 6%; with 50% employer match about $377,252 at 4% or $251,501 at 6%; with 100% employer match about $282,939 at 4% or $188,626 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 9 | $5,419,499 | $203,716 | $22,635iApproximate average salary by contribution assumption: employee only about $565,878 at 4% or $377,252 at 6%; with 50% employer match about $377,252 at 4% or $251,501 at 6%; with 100% employer match about $282,939 at 4% or $188,626 at 6%. |
| 2019 | 1 | 8 | $4,252,203 | $200,655 | $25,082iApproximate average salary by contribution assumption: employee only about $627,047 at 4% or $418,031 at 6%; with 50% employer match about $418,031 at 4% or $278,688 at 6%; with 100% employer match about $313,523 at 4% or $209,016 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 8 | $4,252,203 | $200,655 | $25,082iApproximate average salary by contribution assumption: employee only about $627,047 at 4% or $418,031 at 6%; with 50% employer match about $418,031 at 4% or $278,688 at 6%; with 100% employer match about $313,523 at 4% or $209,016 at 6%. |
| 2018 | 1 | 9 | $3,235,204 | $178,879 | $19,875iApproximate average salary by contribution assumption: employee only about $496,886 at 4% or $331,257 at 6%; with 50% employer match about $331,257 at 4% or $220,838 at 6%; with 100% employer match about $248,443 at 4% or $165,629 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 9 | $3,235,204 | $178,879 | $19,875iApproximate average salary by contribution assumption: employee only about $496,886 at 4% or $331,257 at 6%; with 50% employer match about $331,257 at 4% or $220,838 at 6%; with 100% employer match about $248,443 at 4% or $165,629 at 6%. |
| 2017 | 1 | 8 | $3,276,472 | $151,877 | $18,985iApproximate average salary by contribution assumption: employee only about $474,616 at 4% or $316,410 at 6%; with 50% employer match about $316,410 at 4% or $210,940 at 6%; with 100% employer match about $237,308 at 4% or $158,205 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 8 | $3,276,472 | $151,877 | $18,985iApproximate average salary by contribution assumption: employee only about $474,616 at 4% or $316,410 at 6%; with 50% employer match about $316,410 at 4% or $210,940 at 6%; with 100% employer match about $237,308 at 4% or $158,205 at 6%. |
| 2016 | 1 | 7 | $2,643,247 | $135,843 | $19,406iApproximate average salary by contribution assumption: employee only about $485,154 at 4% or $323,436 at 6%; with 50% employer match about $323,436 at 4% or $215,624 at 6%; with 100% employer match about $242,577 at 4% or $161,718 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 7 | $2,643,247 | $135,843 | $19,406iApproximate average salary by contribution assumption: employee only about $485,154 at 4% or $323,436 at 6%; with 50% employer match about $323,436 at 4% or $215,624 at 6%; with 100% employer match about $242,577 at 4% or $161,718 at 6%. |
| 2015 | 1 | 8 | $2,369,930 | $132,787 | $16,598iApproximate average salary by contribution assumption: employee only about $414,959 at 4% or $276,640 at 6%; with 50% employer match about $276,640 at 4% or $184,426 at 6%; with 100% employer match about $207,480 at 4% or $138,320 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 8 | $2,369,930 | $132,787 | $16,598iApproximate average salary by contribution assumption: employee only about $414,959 at 4% or $276,640 at 6%; with 50% employer match about $276,640 at 4% or $184,426 at 6%; with 100% employer match about $207,480 at 4% or $138,320 at 6%. |
| 2014 | 1 | 9 | $2,417,373 | $133,348 | $14,816iApproximate average salary by contribution assumption: employee only about $370,411 at 4% or $246,941 at 6%; with 50% employer match about $246,941 at 4% or $164,627 at 6%; with 100% employer match about $185,206 at 4% or $123,470 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 9 | $2,417,373 | $133,348 | $14,816iApproximate average salary by contribution assumption: employee only about $370,411 at 4% or $246,941 at 6%; with 50% employer match about $246,941 at 4% or $164,627 at 6%; with 100% employer match about $185,206 at 4% or $123,470 at 6%. |
| 2013 | 1 | 8 | $2,120,263 | $142,572 | $17,822iApproximate average salary by contribution assumption: employee only about $445,538 at 4% or $297,025 at 6%; with 50% employer match about $297,025 at 4% or $198,017 at 6%; with 100% employer match about $222,769 at 4% or $148,513 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 8 | $2,120,263 | $142,572 | $17,822iApproximate average salary by contribution assumption: employee only about $445,538 at 4% or $297,025 at 6%; with 50% employer match about $297,025 at 4% or $198,017 at 6%; with 100% employer match about $222,769 at 4% or $148,513 at 6%. |
| 2012 | 1 | 9 | $2,192,837 | $151,837 | $16,871iApproximate average salary by contribution assumption: employee only about $421,769 at 4% or $281,180 at 6%; with 50% employer match about $281,180 at 4% or $187,453 at 6%; with 100% employer match about $210,885 at 4% or $140,590 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 9 | $2,192,837 | $151,837 | $16,871iApproximate average salary by contribution assumption: employee only about $421,769 at 4% or $281,180 at 6%; with 50% employer match about $281,180 at 4% or $187,453 at 6%; with 100% employer match about $210,885 at 4% or $140,590 at 6%. |
| 2011 | 1 | 10 | $2,058,355 | $144,823 | $14,482iApproximate average salary by contribution assumption: employee only about $362,058 at 4% or $241,372 at 6%; with 50% employer match about $241,372 at 4% or $160,914 at 6%; with 100% employer match about $181,029 at 4% or $120,686 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 10 | $2,058,355 | $144,823 | $14,482iApproximate average salary by contribution assumption: employee only about $362,058 at 4% or $241,372 at 6%; with 50% employer match about $241,372 at 4% or $160,914 at 6%; with 100% employer match about $181,029 at 4% or $120,686 at 6%. |
| 2010 | 1 | 11 | $3,479,104 | $167,832 | $15,257iApproximate average salary by contribution assumption: employee only about $381,436 at 4% or $254,291 at 6%; with 50% employer match about $254,291 at 4% or $169,527 at 6%; with 100% employer match about $190,718 at 4% or $127,145 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 11 | $3,479,104 | $167,832 | $15,257iApproximate average salary by contribution assumption: employee only about $381,436 at 4% or $254,291 at 6%; with 50% employer match about $254,291 at 4% or $169,527 at 6%; with 100% employer match about $190,718 at 4% or $127,145 at 6%. |
| 2009 | 1 | 10 | $2,936,974 | $176,483 | $17,648iApproximate average salary by contribution assumption: employee only about $441,208 at 4% or $294,138 at 6%; with 50% employer match about $294,138 at 4% or $196,092 at 6%; with 100% employer match about $220,604 at 4% or $147,069 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 10 | $2,936,974 | $176,483 | $17,648iApproximate average salary by contribution assumption: employee only about $441,208 at 4% or $294,138 at 6%; with 50% employer match about $294,138 at 4% or $196,092 at 6%; with 100% employer match about $220,604 at 4% or $147,069 at 6%. |
| 2008 | 1 | 11 | $2,261,534 | $175,630 | $15,966iApproximate average salary by contribution assumption: employee only about $399,159 at 4% or $266,106 at 6%; with 50% employer match about $266,106 at 4% or $177,404 at 6%; with 100% employer match about $199,580 at 4% or $133,053 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 11 | $2,261,534 | $175,630 | $15,966iApproximate average salary by contribution assumption: employee only about $399,159 at 4% or $266,106 at 6%; with 50% employer match about $266,106 at 4% or $177,404 at 6%; with 100% employer match about $199,580 at 4% or $133,053 at 6%. |
| 2007 | 1 | 9 | $2,977,075 | $256,709 | $28,523iApproximate average salary by contribution assumption: employee only about $713,081 at 4% or $475,387 at 6%; with 50% employer match about $475,387 at 4% or $316,925 at 6%; with 100% employer match about $356,540 at 4% or $237,694 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 9 | $2,977,075 | $256,709 | $28,523iApproximate average salary by contribution assumption: employee only about $713,081 at 4% or $475,387 at 6%; with 50% employer match about $475,387 at 4% or $316,925 at 6%; with 100% employer match about $356,540 at 4% or $237,694 at 6%. |
| 2006 | 1 | 9 | $2,517,038 | $227,441 | $25,271iApproximate average salary by contribution assumption: employee only about $631,781 at 4% or $421,187 at 6%; with 50% employer match about $421,187 at 4% or $280,791 at 6%; with 100% employer match about $315,890 at 4% or $210,594 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 9 | $2,517,038 | $227,441 | $25,271iApproximate average salary by contribution assumption: employee only about $631,781 at 4% or $421,187 at 6%; with 50% employer match about $421,187 at 4% or $280,791 at 6%; with 100% employer match about $315,890 at 4% or $210,594 at 6%. |
| 2005 | 1 | 10 | $2,172,159 | $126,214 | $12,621iApproximate average salary by contribution assumption: employee only about $315,535 at 4% or $210,357 at 6%; with 50% employer match about $210,357 at 4% or $140,238 at 6%; with 100% employer match about $157,768 at 4% or $105,178 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 10 | $2,172,159 | $126,214 | $12,621iApproximate average salary by contribution assumption: employee only about $315,535 at 4% or $210,357 at 6%; with 50% employer match about $210,357 at 4% or $140,238 at 6%; with 100% employer match about $157,768 at 4% or $105,178 at 6%. |
| 2004 | 1 | 9 | $1,993,109 | $149,183 | $16,576iApproximate average salary by contribution assumption: employee only about $414,397 at 4% or $276,265 at 6%; with 50% employer match about $276,265 at 4% or $184,177 at 6%; with 100% employer match about $207,199 at 4% or $138,132 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 9 | $1,993,109 | $149,183 | $16,576iApproximate average salary by contribution assumption: employee only about $414,397 at 4% or $276,265 at 6%; with 50% employer match about $276,265 at 4% or $184,177 at 6%; with 100% employer match about $207,199 at 4% or $138,132 at 6%. |
| 2003 | 1 | 10 | $1,694,276 | $49,694 | $4,969iApproximate average salary by contribution assumption: employee only about $124,235 at 4% or $82,823 at 6%; with 50% employer match about $82,823 at 4% or $55,216 at 6%; with 100% employer match about $62,117 at 4% or $41,412 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 10 | $1,694,276 | $49,694 | $4,969iApproximate average salary by contribution assumption: employee only about $124,235 at 4% or $82,823 at 6%; with 50% employer match about $82,823 at 4% or $55,216 at 6%; with 100% employer match about $62,117 at 4% or $41,412 at 6%. |
| 2002 | 1 | 8 | $0 | $0 | - |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 8 | - | - | - |
| 2001 | 1 | 7 | $0 | $0 | - |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 7 | - | - | - |
| 2000 | 1 | 8 | $1,173,972 | $99,725 | $12,466iApproximate average salary by contribution assumption: employee only about $311,641 at 4% or $207,760 at 6%; with 50% employer match about $207,760 at 4% or $138,507 at 6%; with 100% employer match about $155,820 at 4% or $103,880 at 6%. |
| Jackson, Renfro & Associates Inc. Profit Sharing Plan | - | 8 | $1,173,972 | $99,725 | $12,466iApproximate average salary by contribution assumption: employee only about $311,641 at 4% or $207,760 at 6%; with 50% employer match about $207,760 at 4% or $138,507 at 6%; with 100% employer match about $155,820 at 4% or $103,880 at 6%. |