JONAS AND ASSOCIATES, INC.
Plan context: Jonas & Associates Inc.
EIN 68-0218918 • Walnut Creek, CA • 13 filings • 5 plans
Current Snapshot
Latest Year
2012
2012 Participants
7
2012 Assets
$70,579
2012 Contributions
$2,000
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 0 | $0 | $0 | - |
| Jonas & Associates Inc. | - | 0 | $0 | - | - |
| 2011 | 1 | 7 | $70,579 | $2,000 | $286iApproximate average salary by contribution assumption: employee only about $7,143 at 4% or $4,762 at 6%; with 50% employer match about $4,762 at 4% or $3,175 at 6%; with 100% employer match about $3,571 at 4% or $2,381 at 6%. |
| Jonas & Associates Inc. | - | 7 | $70,579 | $2,000 | $286iApproximate average salary by contribution assumption: employee only about $7,143 at 4% or $4,762 at 6%; with 50% employer match about $4,762 at 4% or $3,175 at 6%; with 100% employer match about $3,571 at 4% or $2,381 at 6%. |
| 2010 | 1 | 8 | $76,976 | $12,183 | $1,523iApproximate average salary by contribution assumption: employee only about $38,072 at 4% or $25,381 at 6%; with 50% employer match about $25,381 at 4% or $16,921 at 6%; with 100% employer match about $19,036 at 4% or $12,691 at 6%. |
| Jonas & Associates Inc. | - | 8 | $76,976 | $12,183 | $1,523iApproximate average salary by contribution assumption: employee only about $38,072 at 4% or $25,381 at 6%; with 50% employer match about $25,381 at 4% or $16,921 at 6%; with 100% employer match about $19,036 at 4% or $12,691 at 6%. |
| 2009 | 1 | 5 | $120,887 | $26,790 | $5,358iApproximate average salary by contribution assumption: employee only about $133,950 at 4% or $89,300 at 6%; with 50% employer match about $89,300 at 4% or $59,533 at 6%; with 100% employer match about $66,975 at 4% or $44,650 at 6%. |
| Jonas & Associates Inc. | - | 5 | $120,887 | $26,790 | $5,358iApproximate average salary by contribution assumption: employee only about $133,950 at 4% or $89,300 at 6%; with 50% employer match about $89,300 at 4% or $59,533 at 6%; with 100% employer match about $66,975 at 4% or $44,650 at 6%. |
| 2008 | 1 | 15 | $80,757 | $28,995 | $1,933iApproximate average salary by contribution assumption: employee only about $48,325 at 4% or $32,217 at 6%; with 50% employer match about $32,217 at 4% or $21,478 at 6%; with 100% employer match about $24,163 at 4% or $16,108 at 6%. |
| Jonas & Associates Inc. | - | 15 | $80,757 | $28,995 | $1,933iApproximate average salary by contribution assumption: employee only about $48,325 at 4% or $32,217 at 6%; with 50% employer match about $32,217 at 4% or $21,478 at 6%; with 100% employer match about $24,163 at 4% or $16,108 at 6%. |
| 2007 | 1 | 14 | $0 | $0 | - |
| Jonas & Associates Inc. | - | 14 | - | - | - |
| 2006 | 1 | 4 | $58,940 | $9,585 | $2,396iApproximate average salary by contribution assumption: employee only about $59,906 at 4% or $39,938 at 6%; with 50% employer match about $39,938 at 4% or $26,625 at 6%; with 100% employer match about $29,953 at 4% or $19,969 at 6%. |
| Jonas & Associates Inc. | - | 4 | $58,940 | $9,585 | $2,396iApproximate average salary by contribution assumption: employee only about $59,906 at 4% or $39,938 at 6%; with 50% employer match about $39,938 at 4% or $26,625 at 6%; with 100% employer match about $29,953 at 4% or $19,969 at 6%. |
| 2005 | 1 | 7 | $127,629 | $24,130 | $3,447iApproximate average salary by contribution assumption: employee only about $86,179 at 4% or $57,452 at 6%; with 50% employer match about $57,452 at 4% or $38,302 at 6%; with 100% employer match about $43,089 at 4% or $28,726 at 6%. |
| Jonas & Associates Inc. | - | 7 | $127,629 | $24,130 | $3,447iApproximate average salary by contribution assumption: employee only about $86,179 at 4% or $57,452 at 6%; with 50% employer match about $57,452 at 4% or $38,302 at 6%; with 100% employer match about $43,089 at 4% or $28,726 at 6%. |
| 2004 | 1 | 6 | $94,331 | $25,073 | $4,179iApproximate average salary by contribution assumption: employee only about $104,471 at 4% or $69,647 at 6%; with 50% employer match about $69,647 at 4% or $46,431 at 6%; with 100% employer match about $52,235 at 4% or $34,824 at 6%. |
| Jonas & Associates Inc. | - | 6 | $94,331 | $25,073 | $4,179iApproximate average salary by contribution assumption: employee only about $104,471 at 4% or $69,647 at 6%; with 50% employer match about $69,647 at 4% or $46,431 at 6%; with 100% employer match about $52,235 at 4% or $34,824 at 6%. |
| 2003 | 1 | 4 | $61,376 | $22,282 | $5,571iApproximate average salary by contribution assumption: employee only about $139,263 at 4% or $92,842 at 6%; with 50% employer match about $92,842 at 4% or $61,894 at 6%; with 100% employer match about $69,631 at 4% or $46,421 at 6%. |
| Jonas & Associates Inc. | - | 4 | $61,376 | $22,282 | $5,571iApproximate average salary by contribution assumption: employee only about $139,263 at 4% or $92,842 at 6%; with 50% employer match about $92,842 at 4% or $61,894 at 6%; with 100% employer match about $69,631 at 4% or $46,421 at 6%. |
| 2002 | 1 | 4 | $27,717 | $21,608 | $5,402iApproximate average salary by contribution assumption: employee only about $135,050 at 4% or $90,033 at 6%; with 50% employer match about $90,033 at 4% or $60,022 at 6%; with 100% employer match about $67,525 at 4% or $45,017 at 6%. |
| Jonas & Associates Inc. | - | 4 | $27,717 | $21,608 | $5,402iApproximate average salary by contribution assumption: employee only about $135,050 at 4% or $90,033 at 6%; with 50% employer match about $90,033 at 4% or $60,022 at 6%; with 100% employer match about $67,525 at 4% or $45,017 at 6%. |
| 2001 | 1 | 5 | $12,971 | $12,499 | $2,500iApproximate average salary by contribution assumption: employee only about $62,495 at 4% or $41,663 at 6%; with 50% employer match about $41,663 at 4% or $27,776 at 6%; with 100% employer match about $31,248 at 4% or $20,832 at 6%. |
| Jonas & Associates Inc. | - | 5 | $12,971 | $12,499 | $2,500iApproximate average salary by contribution assumption: employee only about $62,495 at 4% or $41,663 at 6%; with 50% employer match about $41,663 at 4% or $27,776 at 6%; with 100% employer match about $31,248 at 4% or $20,832 at 6%. |
| 1999 | 1 | 3 | $0 | $0 | - |
| Jonas & Associates Inc. | - | 3 | - | - | - |