Civic Intelligence

Sam Jones & Associates Inc.

Plan context: Sam Jones & Associates Inc. Profit Sharing Plan

EIN 72-0710482 • 9 filings • 4 plans

Current Snapshot

Latest Year

2006

2006 Participants

2

2006 Assets

$439,463

2006 Contributions

$61,291

Historical Graphs

Total Assets Over Time

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

$576,816$288,408$0199920022005YearValue
$439,463Latest year 2005

Participants Over Time

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

630199920022005YearValue
2Latest year 2005

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
200610$0$0-
Sam Jones & Associates Inc. Profit Sharing Plan-0---
200512$439,463$61,291$30,646iApproximate average salary by contribution assumption: employee only about $766,138 at 4% or $510,758 at 6%; with 50% employer match about $510,758 at 4% or $340,506 at 6%; with 100% employer match about $383,069 at 4% or $255,379 at 6%.
Sam Jones & Associates Inc. Profit Sharing Plan-2$439,463$61,291$30,646iApproximate average salary by contribution assumption: employee only about $766,138 at 4% or $510,758 at 6%; with 50% employer match about $510,758 at 4% or $340,506 at 6%; with 100% employer match about $383,069 at 4% or $255,379 at 6%.
200416$576,816$28,004$4,667iApproximate average salary by contribution assumption: employee only about $116,683 at 4% or $77,789 at 6%; with 50% employer match about $77,789 at 4% or $51,859 at 6%; with 100% employer match about $58,342 at 4% or $38,894 at 6%.
Sam Jones & Associates Inc. Profit Sharing Plan-6$576,816$28,004$4,667iApproximate average salary by contribution assumption: employee only about $116,683 at 4% or $77,789 at 6%; with 50% employer match about $77,789 at 4% or $51,859 at 6%; with 100% employer match about $58,342 at 4% or $38,894 at 6%.
200316$484,604$61,875$10,313iApproximate average salary by contribution assumption: employee only about $257,813 at 4% or $171,875 at 6%; with 50% employer match about $171,875 at 4% or $114,583 at 6%; with 100% employer match about $128,906 at 4% or $85,938 at 6%.
Sam Jones & Associates Inc. Profit Sharing Plan-6$484,604$61,875$10,313iApproximate average salary by contribution assumption: employee only about $257,813 at 4% or $171,875 at 6%; with 50% employer match about $171,875 at 4% or $114,583 at 6%; with 100% employer match about $128,906 at 4% or $85,938 at 6%.
200226$325,197$229,163$38,194iApproximate average salary by contribution assumption: employee only about $954,846 at 4% or $636,564 at 6%; with 50% employer match about $636,564 at 4% or $424,376 at 6%; with 100% employer match about $477,423 at 4% or $318,282 at 6%.
Sam Jones & Associates Inc. Profit Sharing Plan-6$325,197$200,288$33,381iApproximate average salary by contribution assumption: employee only about $834,533 at 4% or $556,356 at 6%; with 50% employer match about $556,356 at 4% or $370,904 at 6%; with 100% employer match about $417,267 at 4% or $278,178 at 6%.
Sam Jones & Associates Inc. Money Purchase Pension Plan-0-$28,875-
200115$123,252$28,733$5,747iApproximate average salary by contribution assumption: employee only about $143,665 at 4% or $95,777 at 6%; with 50% employer match about $95,777 at 4% or $63,851 at 6%; with 100% employer match about $71,833 at 4% or $47,888 at 6%.
Sam Jones & Associates Inc. Money Purchase Pension Plan-5$123,252$28,733$5,747iApproximate average salary by contribution assumption: employee only about $143,665 at 4% or $95,777 at 6%; with 50% employer match about $95,777 at 4% or $63,851 at 6%; with 100% employer match about $71,833 at 4% or $47,888 at 6%.
200015$114,068$26,840$5,368iApproximate average salary by contribution assumption: employee only about $134,200 at 4% or $89,467 at 6%; with 50% employer match about $89,467 at 4% or $59,644 at 6%; with 100% employer match about $67,100 at 4% or $44,733 at 6%.
Sam Jones & Associates Inc. Money Purchase Pension Plan-5$114,068$26,840$5,368iApproximate average salary by contribution assumption: employee only about $134,200 at 4% or $89,467 at 6%; with 50% employer match about $89,467 at 4% or $59,644 at 6%; with 100% employer match about $67,100 at 4% or $44,733 at 6%.
199915$97,775$24,553$4,911iApproximate average salary by contribution assumption: employee only about $122,765 at 4% or $81,843 at 6%; with 50% employer match about $81,843 at 4% or $54,562 at 6%; with 100% employer match about $61,383 at 4% or $40,922 at 6%.
Sam Jones & Associates Inc. Money Purchase Pension Plan-5$97,775$24,553$4,911iApproximate average salary by contribution assumption: employee only about $122,765 at 4% or $81,843 at 6%; with 50% employer match about $81,843 at 4% or $54,562 at 6%; with 100% employer match about $61,383 at 4% or $40,922 at 6%.