Civic Intelligence

Jones Stephens Corp.

Plan context: The Jones Stephens Corp. 401K Plan

EIN 63-1098381 • Moody, AL • 29 filings • 8 plans

3249 Moody ParkwayMoody, AL 35004-2622
Current Snapshot

Latest Year

2018

2018 Participants

139

2018 Assets

$2,029,647

2018 Contributions

$237,784

Historical Graphs

Total Assets Over Time

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

$2,661,547$1,330,774$0199920072014YearValue
$2,029,647Latest year 2014

Participants Over Time

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

2121060199920082017YearValue
139Latest year 2017

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
201810$0$0-
Jones Stephens Corporation Employee Benefits Plan-0---
20171139$0$0-
Jones Stephens Corporation Employee Benefits Plan-139---
20161138$0$0-
Jones Stephens Corporation Employee Benefits Plan-138---
20152138$0$237,784$1,723iApproximate average salary by contribution assumption: employee only about $43,077 at 4% or $28,718 at 6%; with 50% employer match about $28,718 at 4% or $19,145 at 6%; with 100% employer match about $21,538 at 4% or $14,359 at 6%.
Jones Stephens Corporation Employee Benefits Plan-138---
The Jones Stephens Corp. 401K Plan-0-$237,784-
20142150$2,029,647$290,983$1,940iApproximate average salary by contribution assumption: employee only about $48,497 at 4% or $32,331 at 6%; with 50% employer match about $32,331 at 4% or $21,554 at 6%; with 100% employer match about $24,249 at 4% or $16,166 at 6%.
The Jones Stephens Corp. 401K Plan-150$2,029,647$290,983$1,940iApproximate average salary by contribution assumption: employee only about $48,497 at 4% or $32,331 at 6%; with 50% employer match about $32,331 at 4% or $21,554 at 6%; with 100% employer match about $24,249 at 4% or $16,166 at 6%.
Jones Stephens Corporation Employee Benefits Plan-136---
20131165$2,387,979$284,621$1,725iApproximate average salary by contribution assumption: employee only about $43,124 at 4% or $28,750 at 6%; with 50% employer match about $28,750 at 4% or $19,166 at 6%; with 100% employer match about $21,562 at 4% or $14,375 at 6%.
The Jones Stephens Corp. 401K Plan-165$2,387,979$284,621$1,725iApproximate average salary by contribution assumption: employee only about $43,124 at 4% or $28,750 at 6%; with 50% employer match about $28,750 at 4% or $19,166 at 6%; with 100% employer match about $21,562 at 4% or $14,375 at 6%.
20121152$2,338,103$224,400$1,476iApproximate average salary by contribution assumption: employee only about $36,908 at 4% or $24,605 at 6%; with 50% employer match about $24,605 at 4% or $16,404 at 6%; with 100% employer match about $18,454 at 4% or $12,303 at 6%.
The Jones Stephens Corp. 401K Plan-152$2,338,103$224,400$1,476iApproximate average salary by contribution assumption: employee only about $36,908 at 4% or $24,605 at 6%; with 50% employer match about $24,605 at 4% or $16,404 at 6%; with 100% employer match about $18,454 at 4% or $12,303 at 6%.
20111162$2,260,223$225,613$1,393iApproximate average salary by contribution assumption: employee only about $34,817 at 4% or $23,211 at 6%; with 50% employer match about $23,211 at 4% or $15,474 at 6%; with 100% employer match about $17,408 at 4% or $11,606 at 6%.
The Jones Stephens Corp. 401K Plan-162$2,260,223$225,613$1,393iApproximate average salary by contribution assumption: employee only about $34,817 at 4% or $23,211 at 6%; with 50% employer match about $23,211 at 4% or $15,474 at 6%; with 100% employer match about $17,408 at 4% or $11,606 at 6%.
20101154$2,661,547$238,523$1,549iApproximate average salary by contribution assumption: employee only about $38,721 at 4% or $25,814 at 6%; with 50% employer match about $25,814 at 4% or $17,209 at 6%; with 100% employer match about $19,361 at 4% or $12,907 at 6%.
The Jones Stephens Corp. 401K Plan-154$2,661,547$238,523$1,549iApproximate average salary by contribution assumption: employee only about $38,721 at 4% or $25,814 at 6%; with 50% employer match about $25,814 at 4% or $17,209 at 6%; with 100% employer match about $19,361 at 4% or $12,907 at 6%.
20092169$2,292,849$248,528$1,471iApproximate average salary by contribution assumption: employee only about $36,764 at 4% or $24,510 at 6%; with 50% employer match about $24,510 at 4% or $16,340 at 6%; with 100% employer match about $18,382 at 4% or $12,255 at 6%.
The Jones Stephens Corp. 401K Plan-169$2,292,849$248,528$1,471iApproximate average salary by contribution assumption: employee only about $36,764 at 4% or $24,510 at 6%; with 50% employer match about $24,510 at 4% or $16,340 at 6%; with 100% employer match about $18,382 at 4% or $12,255 at 6%.
Jones Stephens Corporation Flexible Benefit Plan-122---
20081189$1,823,937$492,637$2,607iApproximate average salary by contribution assumption: employee only about $65,164 at 4% or $43,442 at 6%; with 50% employer match about $43,442 at 4% or $28,962 at 6%; with 100% employer match about $32,582 at 4% or $21,721 at 6%.
The Jones Stephens Corp. 401K Plan-189$1,823,937$492,637$2,607iApproximate average salary by contribution assumption: employee only about $65,164 at 4% or $43,442 at 6%; with 50% employer match about $43,442 at 4% or $28,962 at 6%; with 100% employer match about $32,582 at 4% or $21,721 at 6%.
20071173$1,858,036$365,789$2,114iApproximate average salary by contribution assumption: employee only about $52,860 at 4% or $35,240 at 6%; with 50% employer match about $35,240 at 4% or $23,493 at 6%; with 100% employer match about $26,430 at 4% or $17,620 at 6%.
The Jones Stephens Corp. 401K Plan-173$1,858,036$365,789$2,114iApproximate average salary by contribution assumption: employee only about $52,860 at 4% or $35,240 at 6%; with 50% employer match about $35,240 at 4% or $23,493 at 6%; with 100% employer match about $26,430 at 4% or $17,620 at 6%.
20061127$1,669,861$300,456$2,366iApproximate average salary by contribution assumption: employee only about $59,145 at 4% or $39,430 at 6%; with 50% employer match about $39,430 at 4% or $26,287 at 6%; with 100% employer match about $29,572 at 4% or $19,715 at 6%.
The Jones Stephens Corp. 401K Plan-127$1,669,861$300,456$2,366iApproximate average salary by contribution assumption: employee only about $59,145 at 4% or $39,430 at 6%; with 50% employer match about $39,430 at 4% or $26,287 at 6%; with 100% employer match about $29,572 at 4% or $19,715 at 6%.
20051116$1,432,338$271,517$2,341iApproximate average salary by contribution assumption: employee only about $58,517 at 4% or $39,011 at 6%; with 50% employer match about $39,011 at 4% or $26,007 at 6%; with 100% employer match about $29,258 at 4% or $19,506 at 6%.
The Jones Stephens Corp. 401K Plan-116$1,432,338$271,517$2,341iApproximate average salary by contribution assumption: employee only about $58,517 at 4% or $39,011 at 6%; with 50% employer match about $39,011 at 4% or $26,007 at 6%; with 100% employer match about $29,258 at 4% or $19,506 at 6%.
20042134$1,300,126$249,674$1,863iApproximate average salary by contribution assumption: employee only about $46,581 at 4% or $31,054 at 6%; with 50% employer match about $31,054 at 4% or $20,703 at 6%; with 100% employer match about $23,290 at 4% or $15,527 at 6%.
The Jones Stephens Corp. 401K Plan-118$1,300,126$249,674$2,116iApproximate average salary by contribution assumption: employee only about $52,897 at 4% or $35,265 at 6%; with 50% employer match about $35,265 at 4% or $23,510 at 6%; with 100% employer match about $26,449 at 4% or $17,632 at 6%.
JONES STEPHENS CORPORATION GROUP LIFE & ACCIDENTAL DEATH & DISMEMBERMENT INSURANCE-134---
20033212$1,047,492$197,046$929iApproximate average salary by contribution assumption: employee only about $23,237 at 4% or $15,491 at 6%; with 50% employer match about $15,491 at 4% or $10,327 at 6%; with 100% employer match about $11,618 at 4% or $7,746 at 6%.
The Jones Stephens Corp. 401K Plan-104$1,047,492$197,046$1,895iApproximate average salary by contribution assumption: employee only about $47,367 at 4% or $31,578 at 6%; with 50% employer match about $31,578 at 4% or $21,052 at 6%; with 100% employer match about $23,683 at 4% or $15,789 at 6%.
JONES STEPHENS CORPORATION GROUP LIFE & ACCIDENTAL DEATH & DISMEMBERMENT INSURANCE-124---
Jones Stephens Corporation Flexible Benefit Plan-212---
20023201$721,800$178,915$890iApproximate average salary by contribution assumption: employee only about $22,253 at 4% or $14,835 at 6%; with 50% employer match about $14,835 at 4% or $9,890 at 6%; with 100% employer match about $11,127 at 4% or $7,418 at 6%.
The Jones Stephens Corp. 401K Plan-102$721,800$178,915$1,754iApproximate average salary by contribution assumption: employee only about $43,852 at 4% or $29,234 at 6%; with 50% employer match about $29,234 at 4% or $19,490 at 6%; with 100% employer match about $21,926 at 4% or $14,617 at 6%.
Jones Stephens Corporation Flexible Benefit Plan-201---
JONES STEPHENS CORPORATION GROUP LIFE & ACCIDENTAL DEATH & DISMEMBERMENT INSURANCE-110---
20012203$711,137$157,562$776iApproximate average salary by contribution assumption: employee only about $19,404 at 4% or $12,936 at 6%; with 50% employer match about $12,936 at 4% or $8,624 at 6%; with 100% employer match about $9,702 at 4% or $6,468 at 6%.
The Jones Stephens Corp. 401K Plan-69$711,137$157,562$2,284iApproximate average salary by contribution assumption: employee only about $57,088 at 4% or $38,058 at 6%; with 50% employer match about $38,058 at 4% or $25,372 at 6%; with 100% employer match about $28,544 at 4% or $19,029 at 6%.
Jones Stephens Corporation Flexible Benefit Plan-203---
2000170$683,752$153,265$2,190iApproximate average salary by contribution assumption: employee only about $54,738 at 4% or $36,492 at 6%; with 50% employer match about $36,492 at 4% or $24,328 at 6%; with 100% employer match about $27,369 at 4% or $18,246 at 6%.
The Jones Stephens Corp. 401K Plan-70$683,752$153,265$2,190iApproximate average salary by contribution assumption: employee only about $54,738 at 4% or $36,492 at 6%; with 50% employer match about $36,492 at 4% or $24,328 at 6%; with 100% employer match about $27,369 at 4% or $18,246 at 6%.
1999163$808,633$151,567$2,406iApproximate average salary by contribution assumption: employee only about $60,146 at 4% or $40,097 at 6%; with 50% employer match about $40,097 at 4% or $26,731 at 6%; with 100% employer match about $30,073 at 4% or $20,049 at 6%.
The Jones Stephens Corp. 401K Plan-63$808,633$151,567$2,406iApproximate average salary by contribution assumption: employee only about $60,146 at 4% or $40,097 at 6%; with 50% employer match about $40,097 at 4% or $26,731 at 6%; with 100% employer match about $30,073 at 4% or $20,049 at 6%.