Jackson & Mcpherson LLC
Plan context: Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust
EIN 72-1442023 • New Orleans, LA • 24 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,175,490
2024 Contributions
$7,462
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 | 3 | $1,175,490 | $0 | - |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 3 | $1,175,490 | $0 | - |
| 2023 | 1 | 3 | $1,175,490 | $7,462 | $2,487iApproximate average salary by contribution assumption: employee only about $62,183 at 4% or $41,456 at 6%; with 50% employer match about $41,456 at 4% or $27,637 at 6%; with 100% employer match about $31,092 at 4% or $20,728 at 6%. |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 3 | $1,175,490 | $7,462 | $2,487iApproximate average salary by contribution assumption: employee only about $62,183 at 4% or $41,456 at 6%; with 50% employer match about $41,456 at 4% or $27,637 at 6%; with 100% employer match about $31,092 at 4% or $20,728 at 6%. |
| 2021 | 1 | 0 | $1,367,062 | $7,462 | - |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 0 | $1,367,062 | $7,462 | - |
| 2020 | 1 | 3 | $1,170,137 | $7,462 | $2,487iApproximate average salary by contribution assumption: employee only about $62,183 at 4% or $41,456 at 6%; with 50% employer match about $41,456 at 4% or $27,637 at 6%; with 100% employer match about $31,092 at 4% or $20,728 at 6%. |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 3 | $1,170,137 | $7,462 | $2,487iApproximate average salary by contribution assumption: employee only about $62,183 at 4% or $41,456 at 6%; with 50% employer match about $41,456 at 4% or $27,637 at 6%; with 100% employer match about $31,092 at 4% or $20,728 at 6%. |
| 2019 | 1 | 3 | $1,064,990 | $7,462 | $2,487iApproximate average salary by contribution assumption: employee only about $62,183 at 4% or $41,456 at 6%; with 50% employer match about $41,456 at 4% or $27,637 at 6%; with 100% employer match about $31,092 at 4% or $20,728 at 6%. |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 3 | $1,064,990 | $7,462 | $2,487iApproximate average salary by contribution assumption: employee only about $62,183 at 4% or $41,456 at 6%; with 50% employer match about $41,456 at 4% or $27,637 at 6%; with 100% employer match about $31,092 at 4% or $20,728 at 6%. |
| 2018 | 1 | 3 | $868,889 | $7,462 | $2,487iApproximate average salary by contribution assumption: employee only about $62,183 at 4% or $41,456 at 6%; with 50% employer match about $41,456 at 4% or $27,637 at 6%; with 100% employer match about $31,092 at 4% or $20,728 at 6%. |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 3 | $868,889 | $7,462 | $2,487iApproximate average salary by contribution assumption: employee only about $62,183 at 4% or $41,456 at 6%; with 50% employer match about $41,456 at 4% or $27,637 at 6%; with 100% employer match about $31,092 at 4% or $20,728 at 6%. |
| 2017 | 1 | 3 | $977,303 | $4,096 | $1,365iApproximate average salary by contribution assumption: employee only about $34,133 at 4% or $22,756 at 6%; with 50% employer match about $22,756 at 4% or $15,170 at 6%; with 100% employer match about $17,067 at 4% or $11,378 at 6%. |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 3 | $977,303 | $4,096 | $1,365iApproximate average salary by contribution assumption: employee only about $34,133 at 4% or $22,756 at 6%; with 50% employer match about $22,756 at 4% or $15,170 at 6%; with 100% employer match about $17,067 at 4% or $11,378 at 6%. |
| 2016 | 1 | 3 | $900,879 | $49,109 | $16,370iApproximate average salary by contribution assumption: employee only about $409,242 at 4% or $272,828 at 6%; with 50% employer match about $272,828 at 4% or $181,885 at 6%; with 100% employer match about $204,621 at 4% or $136,414 at 6%. |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 3 | $900,879 | $49,109 | $16,370iApproximate average salary by contribution assumption: employee only about $409,242 at 4% or $272,828 at 6%; with 50% employer match about $272,828 at 4% or $181,885 at 6%; with 100% employer match about $204,621 at 4% or $136,414 at 6%. |
| 2015 | 1 | 3 | $875,851 | $26,600 | $8,867iApproximate average salary by contribution assumption: employee only about $221,667 at 4% or $147,778 at 6%; with 50% employer match about $147,778 at 4% or $98,519 at 6%; with 100% employer match about $110,833 at 4% or $73,889 at 6%. |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 3 | $875,851 | $26,600 | $8,867iApproximate average salary by contribution assumption: employee only about $221,667 at 4% or $147,778 at 6%; with 50% employer match about $147,778 at 4% or $98,519 at 6%; with 100% employer match about $110,833 at 4% or $73,889 at 6%. |
| 2014 | 1 | 4 | $1,018,027 | $20,100 | $5,025iApproximate average salary by contribution assumption: employee only about $125,625 at 4% or $83,750 at 6%; with 50% employer match about $83,750 at 4% or $55,833 at 6%; with 100% employer match about $62,813 at 4% or $41,875 at 6%. |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 4 | $1,018,027 | $20,100 | $5,025iApproximate average salary by contribution assumption: employee only about $125,625 at 4% or $83,750 at 6%; with 50% employer match about $83,750 at 4% or $55,833 at 6%; with 100% employer match about $62,813 at 4% or $41,875 at 6%. |
| 2013 | 1 | 13 | $1,363,751 | $20,100 | $1,546iApproximate average salary by contribution assumption: employee only about $38,654 at 4% or $25,769 at 6%; with 50% employer match about $25,769 at 4% or $17,179 at 6%; with 100% employer match about $19,327 at 4% or $12,885 at 6%. |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 13 | $1,363,751 | $20,100 | $1,546iApproximate average salary by contribution assumption: employee only about $38,654 at 4% or $25,769 at 6%; with 50% employer match about $25,769 at 4% or $17,179 at 6%; with 100% employer match about $19,327 at 4% or $12,885 at 6%. |
| 2011 | 1 | 13 | $1,369,521 | $18,900 | $1,454iApproximate average salary by contribution assumption: employee only about $36,346 at 4% or $24,231 at 6%; with 50% employer match about $24,231 at 4% or $16,154 at 6%; with 100% employer match about $18,173 at 4% or $12,115 at 6%. |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 13 | $1,369,521 | $18,900 | $1,454iApproximate average salary by contribution assumption: employee only about $36,346 at 4% or $24,231 at 6%; with 50% employer match about $24,231 at 4% or $16,154 at 6%; with 100% employer match about $18,173 at 4% or $12,115 at 6%. |
| 2010 | 1 | 13 | $1,367,595 | $11,400 | $877iApproximate average salary by contribution assumption: employee only about $21,923 at 4% or $14,615 at 6%; with 50% employer match about $14,615 at 4% or $9,744 at 6%; with 100% employer match about $10,962 at 4% or $7,308 at 6%. |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 13 | $1,367,595 | $11,400 | $877iApproximate average salary by contribution assumption: employee only about $21,923 at 4% or $14,615 at 6%; with 50% employer match about $14,615 at 4% or $9,744 at 6%; with 100% employer match about $10,962 at 4% or $7,308 at 6%. |
| 2009 | 1 | 13 | $1,225,398 | $17,400 | $1,338iApproximate average salary by contribution assumption: employee only about $33,462 at 4% or $22,308 at 6%; with 50% employer match about $22,308 at 4% or $14,872 at 6%; with 100% employer match about $16,731 at 4% or $11,154 at 6%. |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 13 | $1,225,398 | $17,400 | $1,338iApproximate average salary by contribution assumption: employee only about $33,462 at 4% or $22,308 at 6%; with 50% employer match about $22,308 at 4% or $14,872 at 6%; with 100% employer match about $16,731 at 4% or $11,154 at 6%. |
| 2008 | 1 | 11 | $1,335,845 | $38,200 | $3,473iApproximate average salary by contribution assumption: employee only about $86,818 at 4% or $57,879 at 6%; with 50% employer match about $57,879 at 4% or $38,586 at 6%; with 100% employer match about $43,409 at 4% or $28,939 at 6%. |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 11 | $1,335,845 | $38,200 | $3,473iApproximate average salary by contribution assumption: employee only about $86,818 at 4% or $57,879 at 6%; with 50% employer match about $57,879 at 4% or $38,586 at 6%; with 100% employer match about $43,409 at 4% or $28,939 at 6%. |
| 2007 | 1 | 11 | $0 | $0 | - |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 11 | - | - | - |
| 2006 | 1 | 11 | $1,463,617 | $12,404 | $1,128iApproximate average salary by contribution assumption: employee only about $28,191 at 4% or $18,794 at 6%; with 50% employer match about $18,794 at 4% or $12,529 at 6%; with 100% employer match about $14,095 at 4% or $9,397 at 6%. |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 11 | $1,463,617 | $12,404 | $1,128iApproximate average salary by contribution assumption: employee only about $28,191 at 4% or $18,794 at 6%; with 50% employer match about $18,794 at 4% or $12,529 at 6%; with 100% employer match about $14,095 at 4% or $9,397 at 6%. |
| 2005 | 1 | 12 | $1,344,943 | $19,609 | $1,634iApproximate average salary by contribution assumption: employee only about $40,852 at 4% or $27,235 at 6%; with 50% employer match about $27,235 at 4% or $18,156 at 6%; with 100% employer match about $20,426 at 4% or $13,617 at 6%. |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 12 | $1,344,943 | $19,609 | $1,634iApproximate average salary by contribution assumption: employee only about $40,852 at 4% or $27,235 at 6%; with 50% employer match about $27,235 at 4% or $18,156 at 6%; with 100% employer match about $20,426 at 4% or $13,617 at 6%. |
| 2004 | 1 | 12 | $1,316,396 | $27,487 | $2,291iApproximate average salary by contribution assumption: employee only about $57,265 at 4% or $38,176 at 6%; with 50% employer match about $38,176 at 4% or $25,451 at 6%; with 100% employer match about $28,632 at 4% or $19,088 at 6%. |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 12 | $1,316,396 | $27,487 | $2,291iApproximate average salary by contribution assumption: employee only about $57,265 at 4% or $38,176 at 6%; with 50% employer match about $38,176 at 4% or $25,451 at 6%; with 100% employer match about $28,632 at 4% or $19,088 at 6%. |
| 2003 | 1 | 12 | $1,286,614 | $26,233 | $2,186iApproximate average salary by contribution assumption: employee only about $54,652 at 4% or $36,435 at 6%; with 50% employer match about $36,435 at 4% or $24,290 at 6%; with 100% employer match about $27,326 at 4% or $18,217 at 6%. |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 12 | $1,286,614 | $26,233 | $2,186iApproximate average salary by contribution assumption: employee only about $54,652 at 4% or $36,435 at 6%; with 50% employer match about $36,435 at 4% or $24,290 at 6%; with 100% employer match about $27,326 at 4% or $18,217 at 6%. |
| 2002 | 1 | 7 | $0 | $0 | - |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 7 | - | - | - |
| 2001 | 1 | 8 | $1,188,362 | $26,830 | $3,354iApproximate average salary by contribution assumption: employee only about $83,844 at 4% or $55,896 at 6%; with 50% employer match about $55,896 at 4% or $37,264 at 6%; with 100% employer match about $41,922 at 4% or $27,948 at 6%. |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 8 | $1,188,362 | $26,830 | $3,354iApproximate average salary by contribution assumption: employee only about $83,844 at 4% or $55,896 at 6%; with 50% employer match about $55,896 at 4% or $37,264 at 6%; with 100% employer match about $41,922 at 4% or $27,948 at 6%. |
| 2000 | 1 | 8 | $1,275,939 | $29,547 | $3,693iApproximate average salary by contribution assumption: employee only about $92,334 at 4% or $61,556 at 6%; with 50% employer match about $61,556 at 4% or $41,038 at 6%; with 100% employer match about $46,167 at 4% or $30,778 at 6%. |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 8 | $1,275,939 | $29,547 | $3,693iApproximate average salary by contribution assumption: employee only about $92,334 at 4% or $61,556 at 6%; with 50% employer match about $61,556 at 4% or $41,038 at 6%; with 100% employer match about $46,167 at 4% or $30,778 at 6%. |
| 1999 | 1 | 14 | $1,250,691 | $28,114 | $2,008iApproximate average salary by contribution assumption: employee only about $50,204 at 4% or $33,469 at 6%; with 50% employer match about $33,469 at 4% or $22,313 at 6%; with 100% employer match about $25,102 at 4% or $16,735 at 6%. |
| Jackson & Mcpherson LLC Profit Sharing 401K Plan & Trust | - | 14 | $1,250,691 | $28,114 | $2,008iApproximate average salary by contribution assumption: employee only about $50,204 at 4% or $33,469 at 6%; with 50% employer match about $33,469 at 4% or $22,313 at 6%; with 100% employer match about $25,102 at 4% or $16,735 at 6%. |