Civic Intelligence

Donald R. Jones Pa

Plan context: Donald R. Jones Pa Cash Balance Plan

EIN 65-0545836 • Coral Gables, FL • 22 filings • 2 plans

815 Ponce DE Leon Blvd. 2nd FloorCoral Gables, FL 33134
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,866,411

2024 Contributions

$62,773

Historical Graphs

Total Assets Over Time

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

$1,866,411$933,206$0201420192024YearValue
$1,866,411Latest year 2024

Participants Over Time

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

320201420192024YearValue
2Latest year 2024

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
202422$1,866,411$62,773$31,387iApproximate average salary by contribution assumption: employee only about $784,663 at 4% or $523,108 at 6%; with 50% employer match about $523,108 at 4% or $348,739 at 6%; with 100% employer match about $392,331 at 4% or $261,554 at 6%.
Donald R. Jones Pa Cash Balance Plan-2$1,582,571$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
DONALD R. JONES, P.A. 401(K) PROFIT SHARING PLAN-2$283,840$12,773$6,387iApproximate average salary by contribution assumption: employee only about $159,663 at 4% or $106,442 at 6%; with 50% employer match about $106,442 at 4% or $70,961 at 6%; with 100% employer match about $79,831 at 4% or $53,221 at 6%.
202322$1,622,180$154,940$77,470iApproximate average salary by contribution assumption: employee only about $1,936,750 at 4% or $1,291,167 at 6%; with 50% employer match about $1,291,167 at 4% or $860,778 at 6%; with 100% employer match about $968,375 at 4% or $645,583 at 6%.
Donald R. Jones Pa Cash Balance Plan-2$1,378,125$140,177$70,089iApproximate average salary by contribution assumption: employee only about $1,752,213 at 4% or $1,168,142 at 6%; with 50% employer match about $1,168,142 at 4% or $778,761 at 6%; with 100% employer match about $876,106 at 4% or $584,071 at 6%.
DONALD R. JONES, P.A. 401(K) PROFIT SHARING PLAN-2$244,055$14,763$7,382iApproximate average salary by contribution assumption: employee only about $184,538 at 4% or $123,025 at 6%; with 50% employer match about $123,025 at 4% or $82,017 at 6%; with 100% employer match about $92,269 at 4% or $61,513 at 6%.
202222$1,254,825$138,943$69,472iApproximate average salary by contribution assumption: employee only about $1,736,788 at 4% or $1,157,858 at 6%; with 50% employer match about $1,157,858 at 4% or $771,906 at 6%; with 100% employer match about $868,394 at 4% or $578,929 at 6%.
Donald R. Jones Pa Cash Balance Plan-2$1,055,080$123,950$61,975iApproximate average salary by contribution assumption: employee only about $1,549,375 at 4% or $1,032,917 at 6%; with 50% employer match about $1,032,917 at 4% or $688,611 at 6%; with 100% employer match about $774,688 at 4% or $516,458 at 6%.
DONALD R. JONES, P.A. 401(K) PROFIT SHARING PLAN-2$199,745$14,993$7,497iApproximate average salary by contribution assumption: employee only about $187,413 at 4% or $124,942 at 6%; with 50% employer match about $124,942 at 4% or $83,294 at 6%; with 100% employer match about $93,706 at 4% or $62,471 at 6%.
202122$1,401,425$117,634$58,817iApproximate average salary by contribution assumption: employee only about $1,470,425 at 4% or $980,283 at 6%; with 50% employer match about $980,283 at 4% or $653,522 at 6%; with 100% employer match about $735,213 at 4% or $490,142 at 6%.
Donald R. Jones Pa Cash Balance Plan-2$1,183,041$102,906$51,453iApproximate average salary by contribution assumption: employee only about $1,286,325 at 4% or $857,550 at 6%; with 50% employer match about $857,550 at 4% or $571,700 at 6%; with 100% employer match about $643,163 at 4% or $428,775 at 6%.
DONALD R. JONES, P.A. 401(K) PROFIT SHARING PLAN-2$218,384$14,728$7,364iApproximate average salary by contribution assumption: employee only about $184,100 at 4% or $122,733 at 6%; with 50% employer match about $122,733 at 4% or $81,822 at 6%; with 100% employer match about $92,050 at 4% or $61,367 at 6%.
202022$1,155,977$117,272$58,636iApproximate average salary by contribution assumption: employee only about $1,465,900 at 4% or $977,267 at 6%; with 50% employer match about $977,267 at 4% or $651,511 at 6%; with 100% employer match about $732,950 at 4% or $488,633 at 6%.
Donald R. Jones Pa Cash Balance Plan-2$995,086$102,791$51,396iApproximate average salary by contribution assumption: employee only about $1,284,888 at 4% or $856,592 at 6%; with 50% employer match about $856,592 at 4% or $571,061 at 6%; with 100% employer match about $642,444 at 4% or $428,296 at 6%.
DONALD R. JONES, P.A. 401(K) PROFIT SHARING PLAN-2$160,891$14,481$7,241iApproximate average salary by contribution assumption: employee only about $181,013 at 4% or $120,675 at 6%; with 50% employer match about $120,675 at 4% or $80,450 at 6%; with 100% employer match about $90,506 at 4% or $60,338 at 6%.
201922$965,429$149,258$74,629iApproximate average salary by contribution assumption: employee only about $1,865,725 at 4% or $1,243,817 at 6%; with 50% employer match about $1,243,817 at 4% or $829,211 at 6%; with 100% employer match about $932,863 at 4% or $621,908 at 6%.
Donald R. Jones Pa Cash Balance Plan-2$835,124$132,687$66,344iApproximate average salary by contribution assumption: employee only about $1,658,588 at 4% or $1,105,725 at 6%; with 50% employer match about $1,105,725 at 4% or $737,150 at 6%; with 100% employer match about $829,294 at 4% or $552,863 at 6%.
DONALD R. JONES, P.A. 401(K) PROFIT SHARING PLAN-2$130,305$16,571$8,286iApproximate average salary by contribution assumption: employee only about $207,138 at 4% or $138,092 at 6%; with 50% employer match about $138,092 at 4% or $92,061 at 6%; with 100% employer match about $103,569 at 4% or $69,046 at 6%.
201822$696,414$149,257$74,629iApproximate average salary by contribution assumption: employee only about $1,865,713 at 4% or $1,243,808 at 6%; with 50% employer match about $1,243,808 at 4% or $829,206 at 6%; with 100% employer match about $932,856 at 4% or $621,904 at 6%.
Donald R. Jones Pa Cash Balance Plan-2$608,153$130,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
DONALD R. JONES, P.A. 401(K) PROFIT SHARING PLAN-2$88,261$19,257$9,629iApproximate average salary by contribution assumption: employee only about $240,713 at 4% or $160,475 at 6%; with 50% employer match about $160,475 at 4% or $106,983 at 6%; with 100% employer match about $120,356 at 4% or $80,238 at 6%.
201722$610,907$119,966$59,983iApproximate average salary by contribution assumption: employee only about $1,499,575 at 4% or $999,717 at 6%; with 50% employer match about $999,717 at 4% or $666,478 at 6%; with 100% employer match about $749,788 at 4% or $499,858 at 6%.
Donald R. Jones Pa Cash Balance Plan-2$537,825$101,609$50,805iApproximate average salary by contribution assumption: employee only about $1,270,113 at 4% or $846,742 at 6%; with 50% employer match about $846,742 at 4% or $564,494 at 6%; with 100% employer match about $635,056 at 4% or $423,371 at 6%.
DONALD R. JONES, P.A. 401(K) PROFIT SHARING PLAN-2$73,082$18,357$9,179iApproximate average salary by contribution assumption: employee only about $229,463 at 4% or $152,975 at 6%; with 50% employer match about $152,975 at 4% or $101,983 at 6%; with 100% employer match about $114,731 at 4% or $76,488 at 6%.
201623$432,560$128,037$42,679iApproximate average salary by contribution assumption: employee only about $1,066,975 at 4% or $711,317 at 6%; with 50% employer match about $711,317 at 4% or $474,211 at 6%; with 100% employer match about $533,488 at 4% or $355,658 at 6%.
Donald R. Jones Pa Cash Balance Plan-2$378,530$110,400$55,200iApproximate average salary by contribution assumption: employee only about $1,380,000 at 4% or $920,000 at 6%; with 50% employer match about $920,000 at 4% or $613,333 at 6%; with 100% employer match about $690,000 at 4% or $460,000 at 6%.
DONALD R. JONES, P.A. 401(K) PROFIT SHARING PLAN-3$54,030$17,637$5,879iApproximate average salary by contribution assumption: employee only about $146,975 at 4% or $97,983 at 6%; with 50% employer match about $97,983 at 4% or $65,322 at 6%; with 100% employer match about $73,488 at 4% or $48,992 at 6%.
201523$303,205$135,964$45,321iApproximate average salary by contribution assumption: employee only about $1,133,033 at 4% or $755,356 at 6%; with 50% employer match about $755,356 at 4% or $503,570 at 6%; with 100% employer match about $566,517 at 4% or $377,678 at 6%.
Donald R. Jones Pa Cash Balance Plan-3$265,692$118,000$39,333iApproximate average salary by contribution assumption: employee only about $983,333 at 4% or $655,556 at 6%; with 50% employer match about $655,556 at 4% or $437,037 at 6%; with 100% employer match about $491,667 at 4% or $327,778 at 6%.
DONALD R. JONES, P.A. 401(K) PROFIT SHARING PLAN-3$37,513$17,964$5,988iApproximate average salary by contribution assumption: employee only about $149,700 at 4% or $99,800 at 6%; with 50% employer match about $99,800 at 4% or $66,533 at 6%; with 100% employer match about $74,850 at 4% or $49,900 at 6%.
201423$177,463$177,463$59,154iApproximate average salary by contribution assumption: employee only about $1,478,858 at 4% or $985,906 at 6%; with 50% employer match about $985,906 at 4% or $657,270 at 6%; with 100% employer match about $739,429 at 4% or $492,953 at 6%.
Donald R. Jones Pa Cash Balance Plan-3$156,134$156,134$52,045iApproximate average salary by contribution assumption: employee only about $1,301,117 at 4% or $867,411 at 6%; with 50% employer match about $867,411 at 4% or $578,274 at 6%; with 100% employer match about $650,558 at 4% or $433,706 at 6%.
DONALD R. JONES, P.A. 401(K) PROFIT SHARING PLAN-3$21,329$21,329$7,110iApproximate average salary by contribution assumption: employee only about $177,742 at 4% or $118,494 at 6%; with 50% employer match about $118,494 at 4% or $78,996 at 6%; with 100% employer match about $88,871 at 4% or $59,247 at 6%.