J. Stokes & Associates
Plan context: J. Stokes & Associates Profit Sharing Plan
EIN 68-0005905 • Walnut Creek, CA • 25 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$811,256
2024 Contributions
$23,784
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 | 0 | $811,256 | $23,784 | - |
| J. Stokes & Associates Profit Sharing Plan | - | 0 | $811,256 | $23,784 | - |
| 2023 | 1 | 12 | $691,957 | $23,845 | $1,987iApproximate average salary by contribution assumption: employee only about $49,677 at 4% or $33,118 at 6%; with 50% employer match about $33,118 at 4% or $22,079 at 6%; with 100% employer match about $24,839 at 4% or $16,559 at 6%. |
| J. Stokes & Associates Profit Sharing Plan | - | 12 | $691,957 | $23,845 | $1,987iApproximate average salary by contribution assumption: employee only about $49,677 at 4% or $33,118 at 6%; with 50% employer match about $33,118 at 4% or $22,079 at 6%; with 100% employer match about $24,839 at 4% or $16,559 at 6%. |
| 2022 | 1 | 12 | $1,127,536 | $23,816 | $1,985iApproximate average salary by contribution assumption: employee only about $49,617 at 4% or $33,078 at 6%; with 50% employer match about $33,078 at 4% or $22,052 at 6%; with 100% employer match about $24,808 at 4% or $16,539 at 6%. |
| J. Stokes & Associates Profit Sharing Plan | - | 12 | $1,127,536 | $23,816 | $1,985iApproximate average salary by contribution assumption: employee only about $49,617 at 4% or $33,078 at 6%; with 50% employer match about $33,078 at 4% or $22,052 at 6%; with 100% employer match about $24,808 at 4% or $16,539 at 6%. |
| 2021 | 1 | 16 | $1,138,277 | $43,299 | $2,706iApproximate average salary by contribution assumption: employee only about $67,655 at 4% or $45,103 at 6%; with 50% employer match about $45,103 at 4% or $30,069 at 6%; with 100% employer match about $33,827 at 4% or $22,552 at 6%. |
| J. Stokes & Associates Profit Sharing Plan | - | 16 | $1,138,277 | $43,299 | $2,706iApproximate average salary by contribution assumption: employee only about $67,655 at 4% or $45,103 at 6%; with 50% employer match about $45,103 at 4% or $30,069 at 6%; with 100% employer match about $33,827 at 4% or $22,552 at 6%. |
| 2020 | 1 | 17 | $1,485,528 | $44,863 | $2,639iApproximate average salary by contribution assumption: employee only about $65,975 at 4% or $43,983 at 6%; with 50% employer match about $43,983 at 4% or $29,322 at 6%; with 100% employer match about $32,988 at 4% or $21,992 at 6%. |
| J. Stokes & Associates Profit Sharing Plan | - | 17 | $1,485,528 | $44,863 | $2,639iApproximate average salary by contribution assumption: employee only about $65,975 at 4% or $43,983 at 6%; with 50% employer match about $43,983 at 4% or $29,322 at 6%; with 100% employer match about $32,988 at 4% or $21,992 at 6%. |
| 2019 | 1 | 22 | $1,283,319 | $46,370 | $2,108iApproximate average salary by contribution assumption: employee only about $52,693 at 4% or $35,129 at 6%; with 50% employer match about $35,129 at 4% or $23,419 at 6%; with 100% employer match about $26,347 at 4% or $17,564 at 6%. |
| J. Stokes & Associates Profit Sharing Plan | - | 22 | $1,283,319 | $46,370 | $2,108iApproximate average salary by contribution assumption: employee only about $52,693 at 4% or $35,129 at 6%; with 50% employer match about $35,129 at 4% or $23,419 at 6%; with 100% employer match about $26,347 at 4% or $17,564 at 6%. |
| 2018 | 1 | 30 | $2,891,237 | $150,490 | $5,016iApproximate average salary by contribution assumption: employee only about $125,408 at 4% or $83,606 at 6%; with 50% employer match about $83,606 at 4% or $55,737 at 6%; with 100% employer match about $62,704 at 4% or $41,803 at 6%. |
| J. Stokes & Associates Profit Sharing Plan | - | 30 | $2,891,237 | $150,490 | $5,016iApproximate average salary by contribution assumption: employee only about $125,408 at 4% or $83,606 at 6%; with 50% employer match about $83,606 at 4% or $55,737 at 6%; with 100% employer match about $62,704 at 4% or $41,803 at 6%. |
| 2017 | 1 | 33 | $2,932,609 | $160,404 | $4,861iApproximate average salary by contribution assumption: employee only about $121,518 at 4% or $81,012 at 6%; with 50% employer match about $81,012 at 4% or $54,008 at 6%; with 100% employer match about $60,759 at 4% or $40,506 at 6%. |
| J. Stokes & Associates Profit Sharing Plan | - | 33 | $2,932,609 | $160,404 | $4,861iApproximate average salary by contribution assumption: employee only about $121,518 at 4% or $81,012 at 6%; with 50% employer match about $81,012 at 4% or $54,008 at 6%; with 100% employer match about $60,759 at 4% or $40,506 at 6%. |
| 2016 | 1 | 34 | $2,612,750 | $189,250 | $5,566iApproximate average salary by contribution assumption: employee only about $139,154 at 4% or $92,770 at 6%; with 50% employer match about $92,770 at 4% or $61,846 at 6%; with 100% employer match about $69,577 at 4% or $46,385 at 6%. |
| J. Stokes & Associates Profit Sharing Plan | - | 34 | $2,612,750 | $189,250 | $5,566iApproximate average salary by contribution assumption: employee only about $139,154 at 4% or $92,770 at 6%; with 50% employer match about $92,770 at 4% or $61,846 at 6%; with 100% employer match about $69,577 at 4% or $46,385 at 6%. |
| 2015 | 1 | 30 | $2,146,635 | $149,448 | $4,982iApproximate average salary by contribution assumption: employee only about $124,540 at 4% or $83,027 at 6%; with 50% employer match about $83,027 at 4% or $55,351 at 6%; with 100% employer match about $62,270 at 4% or $41,513 at 6%. |
| J. Stokes & Associates Profit Sharing Plan | - | 30 | $2,146,635 | $149,448 | $4,982iApproximate average salary by contribution assumption: employee only about $124,540 at 4% or $83,027 at 6%; with 50% employer match about $83,027 at 4% or $55,351 at 6%; with 100% employer match about $62,270 at 4% or $41,513 at 6%. |
| 2014 | 1 | 25 | $1,917,509 | $119,648 | $4,786iApproximate average salary by contribution assumption: employee only about $119,648 at 4% or $79,765 at 6%; with 50% employer match about $79,765 at 4% or $53,177 at 6%; with 100% employer match about $59,824 at 4% or $39,883 at 6%. |
| J. Stokes & Associates Profit Sharing Plan | - | 25 | $1,917,509 | $119,648 | $4,786iApproximate average salary by contribution assumption: employee only about $119,648 at 4% or $79,765 at 6%; with 50% employer match about $79,765 at 4% or $53,177 at 6%; with 100% employer match about $59,824 at 4% or $39,883 at 6%. |
| 2013 | 1 | 17 | $1,916,755 | $62,357 | $3,668iApproximate average salary by contribution assumption: employee only about $91,701 at 4% or $61,134 at 6%; with 50% employer match about $61,134 at 4% or $40,756 at 6%; with 100% employer match about $45,851 at 4% or $30,567 at 6%. |
| J. Stokes & Associates Profit Sharing Plan | - | 17 | $1,916,755 | $62,357 | $3,668iApproximate average salary by contribution assumption: employee only about $91,701 at 4% or $61,134 at 6%; with 50% employer match about $61,134 at 4% or $40,756 at 6%; with 100% employer match about $45,851 at 4% or $30,567 at 6%. |
| 2012 | 1 | 22 | $1,737,104 | $59,977 | $2,726iApproximate average salary by contribution assumption: employee only about $68,156 at 4% or $45,437 at 6%; with 50% employer match about $45,437 at 4% or $30,291 at 6%; with 100% employer match about $34,078 at 4% or $22,719 at 6%. |
| J. Stokes & Associates Profit Sharing Plan | - | 22 | $1,737,104 | $59,977 | $2,726iApproximate average salary by contribution assumption: employee only about $68,156 at 4% or $45,437 at 6%; with 50% employer match about $45,437 at 4% or $30,291 at 6%; with 100% employer match about $34,078 at 4% or $22,719 at 6%. |
| 2011 | 1 | 35 | $1,489,638 | $77,540 | $2,215iApproximate average salary by contribution assumption: employee only about $55,386 at 4% or $36,924 at 6%; with 50% employer match about $36,924 at 4% or $24,616 at 6%; with 100% employer match about $27,693 at 4% or $18,462 at 6%. |
| J. Stokes & Associates Profit Sharing Plan | - | 35 | $1,489,638 | $77,540 | $2,215iApproximate average salary by contribution assumption: employee only about $55,386 at 4% or $36,924 at 6%; with 50% employer match about $36,924 at 4% or $24,616 at 6%; with 100% employer match about $27,693 at 4% or $18,462 at 6%. |
| 2010 | 1 | 31 | $1,532,387 | $259,518 | $8,372iApproximate average salary by contribution assumption: employee only about $209,289 at 4% or $139,526 at 6%; with 50% employer match about $139,526 at 4% or $93,017 at 6%; with 100% employer match about $104,644 at 4% or $69,763 at 6%. |
| J. Stokes & Associates Profit Sharing Plan | - | 31 | $1,532,387 | $259,518 | $8,372iApproximate average salary by contribution assumption: employee only about $209,289 at 4% or $139,526 at 6%; with 50% employer match about $139,526 at 4% or $93,017 at 6%; with 100% employer match about $104,644 at 4% or $69,763 at 6%. |
| 2009 | 1 | 29 | $1,523,382 | $159,004 | $5,483iApproximate average salary by contribution assumption: employee only about $137,072 at 4% or $91,382 at 6%; with 50% employer match about $91,382 at 4% or $60,921 at 6%; with 100% employer match about $68,536 at 4% or $45,691 at 6%. |
| J. Stokes & Associates Profit Sharing Plan | - | 29 | $1,523,382 | $159,004 | $5,483iApproximate average salary by contribution assumption: employee only about $137,072 at 4% or $91,382 at 6%; with 50% employer match about $91,382 at 4% or $60,921 at 6%; with 100% employer match about $68,536 at 4% or $45,691 at 6%. |
| 2007 | 1 | 23 | $0 | $0 | - |
| J. Stokes & Associates Profit Sharing Plan | - | 23 | - | - | - |
| 2006 | 1 | 20 | $1,507,805 | $212,521 | $10,626iApproximate average salary by contribution assumption: employee only about $265,651 at 4% or $177,101 at 6%; with 50% employer match about $177,101 at 4% or $118,067 at 6%; with 100% employer match about $132,826 at 4% or $88,550 at 6%. |
| J. Stokes & Associates Profit Sharing Plan | - | 20 | $1,507,805 | $212,521 | $10,626iApproximate average salary by contribution assumption: employee only about $265,651 at 4% or $177,101 at 6%; with 50% employer match about $177,101 at 4% or $118,067 at 6%; with 100% employer match about $132,826 at 4% or $88,550 at 6%. |
| 2005 | 1 | 18 | $1,171,352 | $205,793 | $11,433iApproximate average salary by contribution assumption: employee only about $285,824 at 4% or $190,549 at 6%; with 50% employer match about $190,549 at 4% or $127,033 at 6%; with 100% employer match about $142,912 at 4% or $95,275 at 6%. |
| J. Stokes & Associates Profit Sharing Plan | - | 18 | $1,171,352 | $205,793 | $11,433iApproximate average salary by contribution assumption: employee only about $285,824 at 4% or $190,549 at 6%; with 50% employer match about $190,549 at 4% or $127,033 at 6%; with 100% employer match about $142,912 at 4% or $95,275 at 6%. |
| 2004 | 1 | 18 | $849,209 | $118,981 | $6,610iApproximate average salary by contribution assumption: employee only about $165,251 at 4% or $110,168 at 6%; with 50% employer match about $110,168 at 4% or $73,445 at 6%; with 100% employer match about $82,626 at 4% or $55,084 at 6%. |
| J. Stokes & Associates Profit Sharing Plan | - | 18 | $849,209 | $118,981 | $6,610iApproximate average salary by contribution assumption: employee only about $165,251 at 4% or $110,168 at 6%; with 50% employer match about $110,168 at 4% or $73,445 at 6%; with 100% employer match about $82,626 at 4% or $55,084 at 6%. |
| 2003 | 1 | 16 | $0 | $0 | - |
| J. Stokes & Associates Profit Sharing Plan | - | 16 | - | - | - |
| 2002 | 1 | 14 | $0 | $0 | - |
| J. Stokes & Associates Profit Sharing Plan | - | 14 | - | - | - |
| 2001 | 1 | 16 | $0 | $0 | - |
| J. Stokes & Associates Profit Sharing Plan | - | 16 | - | - | - |
| 2000 | 1 | 15 | $0 | $0 | - |
| J. Stokes & Associates Profit Sharing Plan | - | 15 | - | - | - |
| 1999 | 1 | 18 | $308,899 | $108,711 | $6,040iApproximate average salary by contribution assumption: employee only about $150,988 at 4% or $100,658 at 6%; with 50% employer match about $100,658 at 4% or $67,106 at 6%; with 100% employer match about $75,494 at 4% or $50,329 at 6%. |
| J. Stokes & Associates Profit Sharing Plan | - | 18 | $308,899 | $108,711 | $6,040iApproximate average salary by contribution assumption: employee only about $150,988 at 4% or $100,658 at 6%; with 50% employer match about $100,658 at 4% or $67,106 at 6%; with 100% employer match about $75,494 at 4% or $50,329 at 6%. |