Civic Intelligence

Patrick E Jones

Plan context: Patrick E Jones Trustee Profit Sharing Keogh Plan

EIN 72-1098584 • 9 filings • 1 plans

Current Snapshot

Latest Year

2007

2007 Participants

1

2007 Assets

$1,151,542

2007 Contributions

$28,094

Historical Graphs

Total Assets Over Time

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

$1,151,542$575,771$0199920042007YearValue
$1,151,542Latest year 2007

Participants Over Time

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

210199920032007YearValue
1Latest year 2007

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
200711$1,151,542$28,094$28,094iApproximate average salary by contribution assumption: employee only about $702,350 at 4% or $468,233 at 6%; with 50% employer match about $468,233 at 4% or $312,156 at 6%; with 100% employer match about $351,175 at 4% or $234,117 at 6%.
Patrick E Jones Trustee Profit Sharing Keogh Plan-1$1,151,542$28,094$28,094iApproximate average salary by contribution assumption: employee only about $702,350 at 4% or $468,233 at 6%; with 50% employer match about $468,233 at 4% or $312,156 at 6%; with 100% employer match about $351,175 at 4% or $234,117 at 6%.
200612$1,092,040$96,250$48,125iApproximate average salary by contribution assumption: employee only about $1,203,125 at 4% or $802,083 at 6%; with 50% employer match about $802,083 at 4% or $534,722 at 6%; with 100% employer match about $601,563 at 4% or $401,042 at 6%.
Patrick E Jones Trustee Profit Sharing Keogh Plan-2$1,092,040$96,250$48,125iApproximate average salary by contribution assumption: employee only about $1,203,125 at 4% or $802,083 at 6%; with 50% employer match about $802,083 at 4% or $534,722 at 6%; with 100% employer match about $601,563 at 4% or $401,042 at 6%.
200512$935,184$2,647$1,324iApproximate average salary by contribution assumption: employee only about $33,088 at 4% or $22,058 at 6%; with 50% employer match about $22,058 at 4% or $14,706 at 6%; with 100% employer match about $16,544 at 4% or $11,029 at 6%.
Patrick E Jones Trustee Profit Sharing Keogh Plan-2$935,184$2,647$1,324iApproximate average salary by contribution assumption: employee only about $33,088 at 4% or $22,058 at 6%; with 50% employer match about $22,058 at 4% or $14,706 at 6%; with 100% employer match about $16,544 at 4% or $11,029 at 6%.
200412$885,794$42,441$21,221iApproximate average salary by contribution assumption: employee only about $530,513 at 4% or $353,675 at 6%; with 50% employer match about $353,675 at 4% or $235,783 at 6%; with 100% employer match about $265,256 at 4% or $176,838 at 6%.
Patrick E Jones Trustee Profit Sharing Keogh Plan-2$885,794$42,441$21,221iApproximate average salary by contribution assumption: employee only about $530,513 at 4% or $353,675 at 6%; with 50% employer match about $353,675 at 4% or $235,783 at 6%; with 100% employer match about $265,256 at 4% or $176,838 at 6%.
200312$787,916$27,241$13,621iApproximate average salary by contribution assumption: employee only about $340,513 at 4% or $227,008 at 6%; with 50% employer match about $227,008 at 4% or $151,339 at 6%; with 100% employer match about $170,256 at 4% or $113,504 at 6%.
Patrick E Jones Trustee Profit Sharing Keogh Plan-2$787,916$27,241$13,621iApproximate average salary by contribution assumption: employee only about $340,513 at 4% or $227,008 at 6%; with 50% employer match about $227,008 at 4% or $151,339 at 6%; with 100% employer match about $170,256 at 4% or $113,504 at 6%.
200212$700,654$22,411$11,206iApproximate average salary by contribution assumption: employee only about $280,138 at 4% or $186,758 at 6%; with 50% employer match about $186,758 at 4% or $124,506 at 6%; with 100% employer match about $140,069 at 4% or $93,379 at 6%.
Patrick E Jones Trustee Profit Sharing Keogh Plan-2$700,654$22,411$11,206iApproximate average salary by contribution assumption: employee only about $280,138 at 4% or $186,758 at 6%; with 50% employer match about $186,758 at 4% or $124,506 at 6%; with 100% employer match about $140,069 at 4% or $93,379 at 6%.
200112$0$0-
Patrick E Jones Trustee Profit Sharing Keogh Plan-2---
200012$605,851$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Patrick E Jones Trustee Profit Sharing Keogh Plan-2$605,851$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
199911$562,169$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Patrick E Jones Trustee Profit Sharing Keogh Plan-1$562,169$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.