Jones & Jones Inc.
Plan context: Jones & Jones Inc. Profit Sharing Trust
EIN 65-0025644 • Vero Beach, FL • 12 filings • 4 plans
Current Snapshot
Latest Year
2011
2011 Participants
24
2011 Assets
$303,154
2011 Contributions
$341
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $341 | - |
| Jones & Jones Inc. Profit Sharing Trust | - | 0 | $0 | $341 | - |
| 2010 | 1 | 24 | $303,154 | $29,519 | $1,230iApproximate average salary by contribution assumption: employee only about $30,749 at 4% or $20,499 at 6%; with 50% employer match about $20,499 at 4% or $13,666 at 6%; with 100% employer match about $15,374 at 4% or $10,250 at 6%. |
| Jones & Jones Inc. Profit Sharing Trust | - | 24 | $303,154 | $29,519 | $1,230iApproximate average salary by contribution assumption: employee only about $30,749 at 4% or $20,499 at 6%; with 50% employer match about $20,499 at 4% or $13,666 at 6%; with 100% employer match about $15,374 at 4% or $10,250 at 6%. |
| 2009 | 1 | 21 | $350,036 | $7,809 | $372iApproximate average salary by contribution assumption: employee only about $9,296 at 4% or $6,198 at 6%; with 50% employer match about $6,198 at 4% or $4,132 at 6%; with 100% employer match about $4,648 at 4% or $3,099 at 6%. |
| Jones & Jones Inc. Profit Sharing Trust | - | 21 | $350,036 | $7,809 | $372iApproximate average salary by contribution assumption: employee only about $9,296 at 4% or $6,198 at 6%; with 50% employer match about $6,198 at 4% or $4,132 at 6%; with 100% employer match about $4,648 at 4% or $3,099 at 6%. |
| 2008 | 1 | 12 | $0 | $0 | - |
| Jones & Jones Inc. Profit Sharing Trust | - | 12 | - | - | - |
| 2007 | 1 | 17 | $0 | $0 | - |
| Jones & Jones Inc. Profit Sharing Trust | - | 17 | - | - | - |
| 2006 | 1 | 21 | $282,197 | $90,522 | $4,311iApproximate average salary by contribution assumption: employee only about $107,764 at 4% or $71,843 at 6%; with 50% employer match about $71,843 at 4% or $47,895 at 6%; with 100% employer match about $53,882 at 4% or $35,921 at 6%. |
| Jones & Jones Inc. Profit Sharing Trust | - | 21 | $282,197 | $90,522 | $4,311iApproximate average salary by contribution assumption: employee only about $107,764 at 4% or $71,843 at 6%; with 50% employer match about $71,843 at 4% or $47,895 at 6%; with 100% employer match about $53,882 at 4% or $35,921 at 6%. |
| 2005 | 1 | 11 | $209,673 | $53,250 | $4,841iApproximate average salary by contribution assumption: employee only about $121,023 at 4% or $80,682 at 6%; with 50% employer match about $80,682 at 4% or $53,788 at 6%; with 100% employer match about $60,511 at 4% or $40,341 at 6%. |
| Jones & Jones Inc. Profit Sharing Trust | - | 11 | $209,673 | $53,250 | $4,841iApproximate average salary by contribution assumption: employee only about $121,023 at 4% or $80,682 at 6%; with 50% employer match about $80,682 at 4% or $53,788 at 6%; with 100% employer match about $60,511 at 4% or $40,341 at 6%. |
| 2004 | 1 | 13 | $242,356 | $69,000 | $5,308iApproximate average salary by contribution assumption: employee only about $132,692 at 4% or $88,462 at 6%; with 50% employer match about $88,462 at 4% or $58,974 at 6%; with 100% employer match about $66,346 at 4% or $44,231 at 6%. |
| Jones & Jones Inc. Profit Sharing Trust | - | 13 | $242,356 | $69,000 | $5,308iApproximate average salary by contribution assumption: employee only about $132,692 at 4% or $88,462 at 6%; with 50% employer match about $88,462 at 4% or $58,974 at 6%; with 100% employer match about $66,346 at 4% or $44,231 at 6%. |
| 2003 | 1 | 16 | $162,230 | $84,867 | $5,304iApproximate average salary by contribution assumption: employee only about $132,605 at 4% or $88,403 at 6%; with 50% employer match about $88,403 at 4% or $58,935 at 6%; with 100% employer match about $66,302 at 4% or $44,202 at 6%. |
| Jones & Jones Inc. Profit Sharing Trust | - | 16 | $162,230 | $84,867 | $5,304iApproximate average salary by contribution assumption: employee only about $132,605 at 4% or $88,403 at 6%; with 50% employer match about $88,403 at 4% or $58,935 at 6%; with 100% employer match about $66,302 at 4% or $44,202 at 6%. |
| 2002 | 1 | 14 | $57,374 | $67,583 | $4,827iApproximate average salary by contribution assumption: employee only about $120,684 at 4% or $80,456 at 6%; with 50% employer match about $80,456 at 4% or $53,637 at 6%; with 100% employer match about $60,342 at 4% or $40,228 at 6%. |
| Jones & Jones Inc. Profit Sharing Trust | - | 14 | $57,374 | $67,583 | $4,827iApproximate average salary by contribution assumption: employee only about $120,684 at 4% or $80,456 at 6%; with 50% employer match about $80,456 at 4% or $53,637 at 6%; with 100% employer match about $60,342 at 4% or $40,228 at 6%. |
| 2000 | 1 | 0 | $0 | $0 | - |
| Jones & Jones Inc. Profit Sharing Trust | - | 0 | - | - | - |
| 1999 | 1 | 12 | $53,683 | $30,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Jones & Jones Inc. Profit Sharing Trust | - | 12 | $53,683 | $30,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |