Civic Intelligence

Jones & Kirkpatrick PC.

Plan context: Jones & Kirkpatrick PC. 401K Plan

EIN 63-1128247 • Birmingham, AL • 27 filings • 8 plans

300 Union Hill Dr Ste 100Birmingham, AL 35209
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$4,021,624

2025 Contributions

$243,544

Historical Graphs

Total Assets Over Time

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

$12,378,376$6,189,188$0199920122025YearValue
$4,021,624Latest year 2025

Participants Over Time

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

1580199920122025YearValue
10Latest year 2025

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
2025110$4,021,624$243,544$24,354iApproximate average salary by contribution assumption: employee only about $608,860 at 4% or $405,907 at 6%; with 50% employer match about $405,907 at 4% or $270,604 at 6%; with 100% employer match about $304,430 at 4% or $202,953 at 6%.
Jones & Kirkpatrick PC. 401K Plan-10$4,021,624$243,544$24,354iApproximate average salary by contribution assumption: employee only about $608,860 at 4% or $405,907 at 6%; with 50% employer match about $405,907 at 4% or $270,604 at 6%; with 100% employer match about $304,430 at 4% or $202,953 at 6%.
2024111$8,912,099$234,835$21,349iApproximate average salary by contribution assumption: employee only about $533,716 at 4% or $355,811 at 6%; with 50% employer match about $355,811 at 4% or $237,207 at 6%; with 100% employer match about $266,858 at 4% or $177,905 at 6%.
Jones & Kirkpatrick PC. 401K Plan-11$8,912,099$234,835$21,349iApproximate average salary by contribution assumption: employee only about $533,716 at 4% or $355,811 at 6%; with 50% employer match about $355,811 at 4% or $237,207 at 6%; with 100% employer match about $266,858 at 4% or $177,905 at 6%.
2023111$7,263,615$289,642$26,331iApproximate average salary by contribution assumption: employee only about $658,277 at 4% or $438,852 at 6%; with 50% employer match about $438,852 at 4% or $292,568 at 6%; with 100% employer match about $329,139 at 4% or $219,426 at 6%.
Jones & Kirkpatrick PC. 401K Plan-11$7,263,615$289,642$26,331iApproximate average salary by contribution assumption: employee only about $658,277 at 4% or $438,852 at 6%; with 50% employer match about $438,852 at 4% or $292,568 at 6%; with 100% employer match about $329,139 at 4% or $219,426 at 6%.
2022112$8,617,775$116,510$9,709iApproximate average salary by contribution assumption: employee only about $242,729 at 4% or $161,819 at 6%; with 50% employer match about $161,819 at 4% or $107,880 at 6%; with 100% employer match about $121,365 at 4% or $80,910 at 6%.
Jones & Kirkpatrick PC. 401K Plan-12$8,617,775$116,510$9,709iApproximate average salary by contribution assumption: employee only about $242,729 at 4% or $161,819 at 6%; with 50% employer match about $161,819 at 4% or $107,880 at 6%; with 100% employer match about $121,365 at 4% or $80,910 at 6%.
2021113$12,378,376$248,810$19,139iApproximate average salary by contribution assumption: employee only about $478,481 at 4% or $318,987 at 6%; with 50% employer match about $318,987 at 4% or $212,658 at 6%; with 100% employer match about $239,240 at 4% or $159,494 at 6%.
Jones & Kirkpatrick PC. 401K Plan-13$12,378,376$248,810$19,139iApproximate average salary by contribution assumption: employee only about $478,481 at 4% or $318,987 at 6%; with 50% employer match about $318,987 at 4% or $212,658 at 6%; with 100% employer match about $239,240 at 4% or $159,494 at 6%.
2020112$10,668,593$268,236$22,353iApproximate average salary by contribution assumption: employee only about $558,825 at 4% or $372,550 at 6%; with 50% employer match about $372,550 at 4% or $248,367 at 6%; with 100% employer match about $279,413 at 4% or $186,275 at 6%.
Jones & Kirkpatrick PC. 401K Plan-12$10,668,593$268,236$22,353iApproximate average salary by contribution assumption: employee only about $558,825 at 4% or $372,550 at 6%; with 50% employer match about $372,550 at 4% or $248,367 at 6%; with 100% employer match about $279,413 at 4% or $186,275 at 6%.
2019112$7,503,672$248,688$20,724iApproximate average salary by contribution assumption: employee only about $518,100 at 4% or $345,400 at 6%; with 50% employer match about $345,400 at 4% or $230,267 at 6%; with 100% employer match about $259,050 at 4% or $172,700 at 6%.
Jones & Kirkpatrick PC. 401K Plan-12$7,503,672$248,688$20,724iApproximate average salary by contribution assumption: employee only about $518,100 at 4% or $345,400 at 6%; with 50% employer match about $345,400 at 4% or $230,267 at 6%; with 100% employer match about $259,050 at 4% or $172,700 at 6%.
2018110$5,608,752$360,352$36,035iApproximate average salary by contribution assumption: employee only about $900,880 at 4% or $600,587 at 6%; with 50% employer match about $600,587 at 4% or $400,391 at 6%; with 100% employer match about $450,440 at 4% or $300,293 at 6%.
Jones & Kirkpatrick PC. 401K Plan-10$5,608,752$360,352$36,035iApproximate average salary by contribution assumption: employee only about $900,880 at 4% or $600,587 at 6%; with 50% employer match about $600,587 at 4% or $400,391 at 6%; with 100% employer match about $450,440 at 4% or $300,293 at 6%.
2017114$5,919,603$196,035$14,003iApproximate average salary by contribution assumption: employee only about $350,063 at 4% or $233,375 at 6%; with 50% employer match about $233,375 at 4% or $155,583 at 6%; with 100% employer match about $175,031 at 4% or $116,688 at 6%.
Jones & Kirkpatrick PC. 401K Plan-14$5,919,603$196,035$14,003iApproximate average salary by contribution assumption: employee only about $350,063 at 4% or $233,375 at 6%; with 50% employer match about $233,375 at 4% or $155,583 at 6%; with 100% employer match about $175,031 at 4% or $116,688 at 6%.
2016111$4,609,134$205,072$18,643iApproximate average salary by contribution assumption: employee only about $466,073 at 4% or $310,715 at 6%; with 50% employer match about $310,715 at 4% or $207,143 at 6%; with 100% employer match about $233,036 at 4% or $155,358 at 6%.
Jones & Kirkpatrick PC. 401K Plan-11$4,609,134$205,072$18,643iApproximate average salary by contribution assumption: employee only about $466,073 at 4% or $310,715 at 6%; with 50% employer match about $310,715 at 4% or $207,143 at 6%; with 100% employer match about $233,036 at 4% or $155,358 at 6%.
2015114$4,184,295$201,414$14,387iApproximate average salary by contribution assumption: employee only about $359,668 at 4% or $239,779 at 6%; with 50% employer match about $239,779 at 4% or $159,852 at 6%; with 100% employer match about $179,834 at 4% or $119,889 at 6%.
Jones & Kirkpatrick PC. 401K Plan-14$4,184,295$201,414$14,387iApproximate average salary by contribution assumption: employee only about $359,668 at 4% or $239,779 at 6%; with 50% employer match about $239,779 at 4% or $159,852 at 6%; with 100% employer match about $179,834 at 4% or $119,889 at 6%.
2014111$3,934,399$179,298$16,300iApproximate average salary by contribution assumption: employee only about $407,495 at 4% or $271,664 at 6%; with 50% employer match about $271,664 at 4% or $181,109 at 6%; with 100% employer match about $203,748 at 4% or $135,832 at 6%.
Jones & Kirkpatrick PC. 401K Plan-11$3,934,399$179,298$16,300iApproximate average salary by contribution assumption: employee only about $407,495 at 4% or $271,664 at 6%; with 50% employer match about $271,664 at 4% or $181,109 at 6%; with 100% employer match about $203,748 at 4% or $135,832 at 6%.
2013113$3,476,271$182,805$14,062iApproximate average salary by contribution assumption: employee only about $351,548 at 4% or $234,365 at 6%; with 50% employer match about $234,365 at 4% or $156,244 at 6%; with 100% employer match about $175,774 at 4% or $117,183 at 6%.
Jones & Kirkpatrick PC. 401K Plan-13$3,476,271$182,805$14,062iApproximate average salary by contribution assumption: employee only about $351,548 at 4% or $234,365 at 6%; with 50% employer match about $234,365 at 4% or $156,244 at 6%; with 100% employer match about $175,774 at 4% or $117,183 at 6%.
2012115$3,329,521$198,486$13,232iApproximate average salary by contribution assumption: employee only about $330,810 at 4% or $220,540 at 6%; with 50% employer match about $220,540 at 4% or $147,027 at 6%; with 100% employer match about $165,405 at 4% or $110,270 at 6%.
Jones & Kirkpatrick PC. 401K Plan-15$3,329,521$198,486$13,232iApproximate average salary by contribution assumption: employee only about $330,810 at 4% or $220,540 at 6%; with 50% employer match about $220,540 at 4% or $147,027 at 6%; with 100% employer match about $165,405 at 4% or $110,270 at 6%.
2011114$2,769,193$190,926$13,638iApproximate average salary by contribution assumption: employee only about $340,939 at 4% or $227,293 at 6%; with 50% employer match about $227,293 at 4% or $151,529 at 6%; with 100% employer match about $170,470 at 4% or $113,646 at 6%.
Jones & Kirkpatrick PC. 401K Plan-14$2,769,193$190,926$13,638iApproximate average salary by contribution assumption: employee only about $340,939 at 4% or $227,293 at 6%; with 50% employer match about $227,293 at 4% or $151,529 at 6%; with 100% employer match about $170,470 at 4% or $113,646 at 6%.
2010113$2,650,824$196,274$15,098iApproximate average salary by contribution assumption: employee only about $377,450 at 4% or $251,633 at 6%; with 50% employer match about $251,633 at 4% or $167,756 at 6%; with 100% employer match about $188,725 at 4% or $125,817 at 6%.
Jones & Kirkpatrick PC. 401K Plan-13$2,650,824$196,274$15,098iApproximate average salary by contribution assumption: employee only about $377,450 at 4% or $251,633 at 6%; with 50% employer match about $251,633 at 4% or $167,756 at 6%; with 100% employer match about $188,725 at 4% or $125,817 at 6%.
2009112$2,040,386$189,974$15,831iApproximate average salary by contribution assumption: employee only about $395,779 at 4% or $263,853 at 6%; with 50% employer match about $263,853 at 4% or $175,902 at 6%; with 100% employer match about $197,890 at 4% or $131,926 at 6%.
Jones & Kirkpatrick PC. 401K Plan-12$2,040,386$189,974$15,831iApproximate average salary by contribution assumption: employee only about $395,779 at 4% or $263,853 at 6%; with 50% employer match about $263,853 at 4% or $175,902 at 6%; with 100% employer match about $197,890 at 4% or $131,926 at 6%.
2008110$1,396,496$172,134$17,213iApproximate average salary by contribution assumption: employee only about $430,335 at 4% or $286,890 at 6%; with 50% employer match about $286,890 at 4% or $191,260 at 6%; with 100% employer match about $215,168 at 4% or $143,445 at 6%.
Jones & Kirkpatrick PC. 401K Plan-10$1,396,496$172,134$17,213iApproximate average salary by contribution assumption: employee only about $430,335 at 4% or $286,890 at 6%; with 50% employer match about $286,890 at 4% or $191,260 at 6%; with 100% employer match about $215,168 at 4% or $143,445 at 6%.
200718$1,982,611$175,003$21,875iApproximate average salary by contribution assumption: employee only about $546,884 at 4% or $364,590 at 6%; with 50% employer match about $364,590 at 4% or $243,060 at 6%; with 100% employer match about $273,442 at 4% or $182,295 at 6%.
Jones & Kirkpatrick PC. 401K Plan-8$1,982,611$175,003$21,875iApproximate average salary by contribution assumption: employee only about $546,884 at 4% or $364,590 at 6%; with 50% employer match about $364,590 at 4% or $243,060 at 6%; with 100% employer match about $273,442 at 4% or $182,295 at 6%.
200619$1,620,277$154,767$17,196iApproximate average salary by contribution assumption: employee only about $429,908 at 4% or $286,606 at 6%; with 50% employer match about $286,606 at 4% or $191,070 at 6%; with 100% employer match about $214,954 at 4% or $143,303 at 6%.
Jones & Kirkpatrick PC. 401K Plan-9$1,620,277$154,767$17,196iApproximate average salary by contribution assumption: employee only about $429,908 at 4% or $286,606 at 6%; with 50% employer match about $286,606 at 4% or $191,070 at 6%; with 100% employer match about $214,954 at 4% or $143,303 at 6%.
200519$1,329,860$80,806$8,978iApproximate average salary by contribution assumption: employee only about $224,461 at 4% or $149,641 at 6%; with 50% employer match about $149,641 at 4% or $99,760 at 6%; with 100% employer match about $112,231 at 4% or $74,820 at 6%.
Jones & Kirkpatrick PC. 401K Plan-9$1,329,860$80,806$8,978iApproximate average salary by contribution assumption: employee only about $224,461 at 4% or $149,641 at 6%; with 50% employer match about $149,641 at 4% or $99,760 at 6%; with 100% employer match about $112,231 at 4% or $74,820 at 6%.
200416$1,343,507$102,418$17,070iApproximate average salary by contribution assumption: employee only about $426,742 at 4% or $284,494 at 6%; with 50% employer match about $284,494 at 4% or $189,663 at 6%; with 100% employer match about $213,371 at 4% or $142,247 at 6%.
Jones & Kirkpatrick PC. 401K Plan-6$1,343,507$102,418$17,070iApproximate average salary by contribution assumption: employee only about $426,742 at 4% or $284,494 at 6%; with 50% employer match about $284,494 at 4% or $189,663 at 6%; with 100% employer match about $213,371 at 4% or $142,247 at 6%.
200317$1,131,513$91,798$13,114iApproximate average salary by contribution assumption: employee only about $327,850 at 4% or $218,567 at 6%; with 50% employer match about $218,567 at 4% or $145,711 at 6%; with 100% employer match about $163,925 at 4% or $109,283 at 6%.
Jones & Kirkpatrick PC. 401K Plan-7$1,131,513$91,798$13,114iApproximate average salary by contribution assumption: employee only about $327,850 at 4% or $218,567 at 6%; with 50% employer match about $218,567 at 4% or $145,711 at 6%; with 100% employer match about $163,925 at 4% or $109,283 at 6%.
200217$825,649$89,879$12,840iApproximate average salary by contribution assumption: employee only about $320,996 at 4% or $213,998 at 6%; with 50% employer match about $213,998 at 4% or $142,665 at 6%; with 100% employer match about $160,498 at 4% or $106,999 at 6%.
Jones & Kirkpatrick PC. 401K Plan-7$825,649$89,879$12,840iApproximate average salary by contribution assumption: employee only about $320,996 at 4% or $213,998 at 6%; with 50% employer match about $213,998 at 4% or $142,665 at 6%; with 100% employer match about $160,498 at 4% or $106,999 at 6%.
200117$961,215$83,896$11,985iApproximate average salary by contribution assumption: employee only about $299,629 at 4% or $199,752 at 6%; with 50% employer match about $199,752 at 4% or $133,168 at 6%; with 100% employer match about $149,814 at 4% or $99,876 at 6%.
Jones & Kirkpatrick PC. 401K Plan-7$961,215$83,896$11,985iApproximate average salary by contribution assumption: employee only about $299,629 at 4% or $199,752 at 6%; with 50% employer match about $199,752 at 4% or $133,168 at 6%; with 100% employer match about $149,814 at 4% or $99,876 at 6%.
200019$908,454$73,505$8,167iApproximate average salary by contribution assumption: employee only about $204,181 at 4% or $136,120 at 6%; with 50% employer match about $136,120 at 4% or $90,747 at 6%; with 100% employer match about $102,090 at 4% or $68,060 at 6%.
Jones & Kirkpatrick PC. 401K Plan-9$908,454$73,505$8,167iApproximate average salary by contribution assumption: employee only about $204,181 at 4% or $136,120 at 6%; with 50% employer match about $136,120 at 4% or $90,747 at 6%; with 100% employer match about $102,090 at 4% or $68,060 at 6%.
199917$865,006$87,219$12,460iApproximate average salary by contribution assumption: employee only about $311,496 at 4% or $207,664 at 6%; with 50% employer match about $207,664 at 4% or $138,443 at 6%; with 100% employer match about $155,748 at 4% or $103,832 at 6%.
Jones & Kirkpatrick PC. 401K Plan-7$865,006$87,219$12,460iApproximate average salary by contribution assumption: employee only about $311,496 at 4% or $207,664 at 6%; with 50% employer match about $207,664 at 4% or $138,443 at 6%; with 100% employer match about $155,748 at 4% or $103,832 at 6%.