Jordan Associates Inc.
Plan context: Jordan Associates Inc. 401(K) Plan
EIN 73-0764769 • Oklahoma City, OK • 33 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$947,521
2024 Contributions
$61,026
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 | 11 | $947,521 | $61,026 | $5,548iApproximate average salary by contribution assumption: employee only about $138,695 at 4% or $92,464 at 6%; with 50% employer match about $92,464 at 4% or $61,642 at 6%; with 100% employer match about $69,348 at 4% or $46,232 at 6%. |
| Jordan Associates Inc. 401(K) Plan | - | 11 | $947,521 | $61,026 | $5,548iApproximate average salary by contribution assumption: employee only about $138,695 at 4% or $92,464 at 6%; with 50% employer match about $92,464 at 4% or $61,642 at 6%; with 100% employer match about $69,348 at 4% or $46,232 at 6%. |
| 2023 | 1 | 12 | $921,308 | $58,349 | $4,862iApproximate average salary by contribution assumption: employee only about $121,560 at 4% or $81,040 at 6%; with 50% employer match about $81,040 at 4% or $54,027 at 6%; with 100% employer match about $60,780 at 4% or $40,520 at 6%. |
| Jordan Associates Inc. 401(K) Plan | - | 12 | $921,308 | $58,349 | $4,862iApproximate average salary by contribution assumption: employee only about $121,560 at 4% or $81,040 at 6%; with 50% employer match about $81,040 at 4% or $54,027 at 6%; with 100% employer match about $60,780 at 4% or $40,520 at 6%. |
| 2022 | 1 | 13 | $947,191 | $58,275 | $4,483iApproximate average salary by contribution assumption: employee only about $112,067 at 4% or $74,712 at 6%; with 50% employer match about $74,712 at 4% or $49,808 at 6%; with 100% employer match about $56,034 at 4% or $37,356 at 6%. |
| Jordan Associates Inc. 401(K) Plan | - | 13 | $947,191 | $58,275 | $4,483iApproximate average salary by contribution assumption: employee only about $112,067 at 4% or $74,712 at 6%; with 50% employer match about $74,712 at 4% or $49,808 at 6%; with 100% employer match about $56,034 at 4% or $37,356 at 6%. |
| 2021 | 1 | 15 | $1,011,062 | $55,310 | $3,687iApproximate average salary by contribution assumption: employee only about $92,183 at 4% or $61,456 at 6%; with 50% employer match about $61,456 at 4% or $40,970 at 6%; with 100% employer match about $46,092 at 4% or $30,728 at 6%. |
| Jordan Associates Inc. 401(K) Plan | - | 15 | $1,011,062 | $55,310 | $3,687iApproximate average salary by contribution assumption: employee only about $92,183 at 4% or $61,456 at 6%; with 50% employer match about $61,456 at 4% or $40,970 at 6%; with 100% employer match about $46,092 at 4% or $30,728 at 6%. |
| 2020 | 1 | 15 | $1,047,171 | $55,238 | $3,683iApproximate average salary by contribution assumption: employee only about $92,063 at 4% or $61,376 at 6%; with 50% employer match about $61,376 at 4% or $40,917 at 6%; with 100% employer match about $46,032 at 4% or $30,688 at 6%. |
| Jordan Associates Inc. 401(K) Plan | - | 15 | $1,047,171 | $55,238 | $3,683iApproximate average salary by contribution assumption: employee only about $92,063 at 4% or $61,376 at 6%; with 50% employer match about $61,376 at 4% or $40,917 at 6%; with 100% employer match about $46,032 at 4% or $30,688 at 6%. |
| 2019 | 1 | 14 | $696,610 | $66,279 | $4,734iApproximate average salary by contribution assumption: employee only about $118,355 at 4% or $78,904 at 6%; with 50% employer match about $78,904 at 4% or $52,602 at 6%; with 100% employer match about $59,178 at 4% or $39,452 at 6%. |
| Jordan Associates Inc. 401(K) Plan | - | 14 | $696,610 | $66,279 | $4,734iApproximate average salary by contribution assumption: employee only about $118,355 at 4% or $78,904 at 6%; with 50% employer match about $78,904 at 4% or $52,602 at 6%; with 100% employer match about $59,178 at 4% or $39,452 at 6%. |
| 2018 | 1 | 17 | $950,461 | $69,976 | $4,116iApproximate average salary by contribution assumption: employee only about $102,906 at 4% or $68,604 at 6%; with 50% employer match about $68,604 at 4% or $45,736 at 6%; with 100% employer match about $51,453 at 4% or $34,302 at 6%. |
| Jordan Associates Inc. 401(K) Plan | - | 17 | $950,461 | $69,976 | $4,116iApproximate average salary by contribution assumption: employee only about $102,906 at 4% or $68,604 at 6%; with 50% employer match about $68,604 at 4% or $45,736 at 6%; with 100% employer match about $51,453 at 4% or $34,302 at 6%. |
| 2017 | 1 | 15 | $885,490 | $80,481 | $5,365iApproximate average salary by contribution assumption: employee only about $134,135 at 4% or $89,423 at 6%; with 50% employer match about $89,423 at 4% or $59,616 at 6%; with 100% employer match about $67,068 at 4% or $44,712 at 6%. |
| Jordan Associates Inc. 401(K) Plan | - | 15 | $885,490 | $80,481 | $5,365iApproximate average salary by contribution assumption: employee only about $134,135 at 4% or $89,423 at 6%; with 50% employer match about $89,423 at 4% or $59,616 at 6%; with 100% employer match about $67,068 at 4% or $44,712 at 6%. |
| 2016 | 1 | 18 | $741,668 | $47,779 | $2,654iApproximate average salary by contribution assumption: employee only about $66,360 at 4% or $44,240 at 6%; with 50% employer match about $44,240 at 4% or $29,493 at 6%; with 100% employer match about $33,180 at 4% or $22,120 at 6%. |
| Jordan Associates Inc. 401(K) Plan | - | 18 | $741,668 | $47,779 | $2,654iApproximate average salary by contribution assumption: employee only about $66,360 at 4% or $44,240 at 6%; with 50% employer match about $44,240 at 4% or $29,493 at 6%; with 100% employer match about $33,180 at 4% or $22,120 at 6%. |
| 2015 | 1 | 21 | $610,132 | $71,567 | $3,408iApproximate average salary by contribution assumption: employee only about $85,199 at 4% or $56,799 at 6%; with 50% employer match about $56,799 at 4% or $37,866 at 6%; with 100% employer match about $42,599 at 4% or $28,400 at 6%. |
| Jordan Associates Inc. 401(K) Plan | - | 21 | $610,132 | $71,567 | $3,408iApproximate average salary by contribution assumption: employee only about $85,199 at 4% or $56,799 at 6%; with 50% employer match about $56,799 at 4% or $37,866 at 6%; with 100% employer match about $42,599 at 4% or $28,400 at 6%. |
| 2014 | 2 | 21 | $646,005 | $265,315 | $12,634iApproximate average salary by contribution assumption: employee only about $315,851 at 4% or $210,567 at 6%; with 50% employer match about $210,567 at 4% or $140,378 at 6%; with 100% employer match about $157,926 at 4% or $105,284 at 6%. |
| Jordan Associates Inc. 401(K) Plan | - | 21 | $646,005 | $265,315 | $12,634iApproximate average salary by contribution assumption: employee only about $315,851 at 4% or $210,567 at 6%; with 50% employer match about $210,567 at 4% or $140,378 at 6%; with 100% employer match about $157,926 at 4% or $105,284 at 6%. |
| Jordan Associates Inc. Employee Stock Ownership Plan | - | 0 | - | - | - |
| 2013 | 2 | 24 | $592,996 | $77,277 | $3,220iApproximate average salary by contribution assumption: employee only about $80,497 at 4% or $53,665 at 6%; with 50% employer match about $53,665 at 4% or $35,776 at 6%; with 100% employer match about $40,248 at 4% or $26,832 at 6%. |
| Jordan Associates Inc. 401(K) Plan | - | 15 | $341,715 | $77,277 | $5,152iApproximate average salary by contribution assumption: employee only about $128,795 at 4% or $85,863 at 6%; with 50% employer match about $85,863 at 4% or $57,242 at 6%; with 100% employer match about $64,398 at 4% or $42,932 at 6%. |
| Jordan Associates Inc. Employee Stock Ownership Plan | - | 24 | $251,281 | - | - |
| 2012 | 2 | 18 | $437,328 | $87,931 | $4,885iApproximate average salary by contribution assumption: employee only about $122,126 at 4% or $81,418 at 6%; with 50% employer match about $81,418 at 4% or $54,278 at 6%; with 100% employer match about $61,063 at 4% or $40,709 at 6%. |
| Jordan Associates Inc. 401(K) Plan | - | 16 | $226,086 | $75,582 | $4,724iApproximate average salary by contribution assumption: employee only about $118,097 at 4% or $78,731 at 6%; with 50% employer match about $78,731 at 4% or $52,488 at 6%; with 100% employer match about $59,048 at 4% or $39,366 at 6%. |
| Jordan Associates Inc. Employee Stock Ownership Plan | - | 18 | $211,242 | $12,349 | $686iApproximate average salary by contribution assumption: employee only about $17,151 at 4% or $11,434 at 6%; with 50% employer match about $11,434 at 4% or $7,623 at 6%; with 100% employer match about $8,576 at 4% or $5,717 at 6%. |
| 2011 | 2 | 21 | $337,978 | $59,461 | $2,831iApproximate average salary by contribution assumption: employee only about $70,787 at 4% or $47,191 at 6%; with 50% employer match about $47,191 at 4% or $31,461 at 6%; with 100% employer match about $35,393 at 4% or $23,596 at 6%. |
| Jordan Associates Inc. Employee Stock Ownership Plan | - | 21 | $209,842 | $12,349 | $588iApproximate average salary by contribution assumption: employee only about $14,701 at 4% or $9,801 at 6%; with 50% employer match about $9,801 at 4% or $6,534 at 6%; with 100% employer match about $7,351 at 4% or $4,900 at 6%. |
| Jordan Associates Inc. 401(K) Plan | - | 11 | $128,136 | $47,112 | $4,283iApproximate average salary by contribution assumption: employee only about $107,073 at 4% or $71,382 at 6%; with 50% employer match about $71,382 at 4% or $47,588 at 6%; with 100% employer match about $53,536 at 4% or $35,691 at 6%. |
| 2010 | 2 | 19 | $242,217 | $37,637 | $1,981iApproximate average salary by contribution assumption: employee only about $49,522 at 4% or $33,015 at 6%; with 50% employer match about $33,015 at 4% or $22,010 at 6%; with 100% employer match about $24,761 at 4% or $16,507 at 6%. |
| Jordan Associates Inc. Employee Stock Ownership Plan | - | 19 | $163,584 | $12,349 | $650iApproximate average salary by contribution assumption: employee only about $16,249 at 4% or $10,832 at 6%; with 50% employer match about $10,832 at 4% or $7,222 at 6%; with 100% employer match about $8,124 at 4% or $5,416 at 6%. |
| Jordan Associates Inc. 401(K) Plan | - | 8 | $78,633 | $25,288 | $3,161iApproximate average salary by contribution assumption: employee only about $79,025 at 4% or $52,683 at 6%; with 50% employer match about $52,683 at 4% or $35,122 at 6%; with 100% employer match about $39,513 at 4% or $26,342 at 6%. |
| 2009 | 2 | 20 | $318,145 | $30,653 | $1,533iApproximate average salary by contribution assumption: employee only about $38,316 at 4% or $25,544 at 6%; with 50% employer match about $25,544 at 4% or $17,029 at 6%; with 100% employer match about $19,158 at 4% or $12,772 at 6%. |
| Jordan Associates Inc. Employee Stock Ownership Plan | - | 17 | $274,628 | $12,349 | $726iApproximate average salary by contribution assumption: employee only about $18,160 at 4% or $12,107 at 6%; with 50% employer match about $12,107 at 4% or $8,071 at 6%; with 100% employer match about $9,080 at 4% or $6,053 at 6%. |
| Jordan Associates Inc. 401(K) Plan | - | 20 | $43,517 | $18,304 | $915iApproximate average salary by contribution assumption: employee only about $22,880 at 4% or $15,253 at 6%; with 50% employer match about $15,253 at 4% or $10,169 at 6%; with 100% employer match about $11,440 at 4% or $7,627 at 6%. |
| 2008 | 2 | 20 | $19,754 | $19,951 | $998iApproximate average salary by contribution assumption: employee only about $24,939 at 4% or $16,626 at 6%; with 50% employer match about $16,626 at 4% or $11,084 at 6%; with 100% employer match about $12,469 at 4% or $8,313 at 6%. |
| Jordan Associates Inc. 401(K) Plan | - | 20 | $19,754 | $19,951 | $998iApproximate average salary by contribution assumption: employee only about $24,939 at 4% or $16,626 at 6%; with 50% employer match about $16,626 at 4% or $11,084 at 6%; with 100% employer match about $12,469 at 4% or $8,313 at 6%. |
| Jordan Associates Inc. Employee Stock Ownership Plan | - | 19 | - | - | - |
| 2007 | 1 | 19 | $0 | $0 | - |
| Jordan Associates Inc. Employee Stock Ownership Plan | - | 19 | - | - | - |
| 2006 | 1 | 17 | $473,575 | $12,350 | $726iApproximate average salary by contribution assumption: employee only about $18,162 at 4% or $12,108 at 6%; with 50% employer match about $12,108 at 4% or $8,072 at 6%; with 100% employer match about $9,081 at 4% or $6,054 at 6%. |
| Jordan Associates Inc. Employee Stock Ownership Plan | - | 17 | $473,575 | $12,350 | $726iApproximate average salary by contribution assumption: employee only about $18,162 at 4% or $12,108 at 6%; with 50% employer match about $12,108 at 4% or $8,072 at 6%; with 100% employer match about $9,081 at 4% or $6,054 at 6%. |
| 2005 | 1 | 15 | $796,050 | $12,349 | $823iApproximate average salary by contribution assumption: employee only about $20,582 at 4% or $13,721 at 6%; with 50% employer match about $13,721 at 4% or $9,147 at 6%; with 100% employer match about $10,291 at 4% or $6,861 at 6%. |
| Jordan Associates Inc. Employee Stock Ownership Plan | - | 15 | $796,050 | $12,349 | $823iApproximate average salary by contribution assumption: employee only about $20,582 at 4% or $13,721 at 6%; with 50% employer match about $13,721 at 4% or $9,147 at 6%; with 100% employer match about $10,291 at 4% or $6,861 at 6%. |
| 2004 | 1 | 15 | $734,700 | $430 | $29iApproximate average salary by contribution assumption: employee only about $717 at 4% or $478 at 6%; with 50% employer match about $478 at 4% or $319 at 6%; with 100% employer match about $358 at 4% or $239 at 6%. |
| Jordan Associates Inc. Employee Stock Ownership Plan | - | 15 | $734,700 | $430 | $29iApproximate average salary by contribution assumption: employee only about $717 at 4% or $478 at 6%; with 50% employer match about $478 at 4% or $319 at 6%; with 100% employer match about $358 at 4% or $239 at 6%. |
| 2003 | 1 | 23 | $824,071 | $8,912 | $387iApproximate average salary by contribution assumption: employee only about $9,687 at 4% or $6,458 at 6%; with 50% employer match about $6,458 at 4% or $4,305 at 6%; with 100% employer match about $4,843 at 4% or $3,229 at 6%. |
| Jordan Associates Inc. Employee Stock Ownership Plan | - | 23 | $824,071 | $8,912 | $387iApproximate average salary by contribution assumption: employee only about $9,687 at 4% or $6,458 at 6%; with 50% employer match about $6,458 at 4% or $4,305 at 6%; with 100% employer match about $4,843 at 4% or $3,229 at 6%. |
| 2002 | 1 | 56 | $1,981,725 | $300,166 | $5,360iApproximate average salary by contribution assumption: employee only about $134,003 at 4% or $89,335 at 6%; with 50% employer match about $89,335 at 4% or $59,557 at 6%; with 100% employer match about $67,001 at 4% or $44,668 at 6%. |
| Jordan Associates Inc. Employee Stock Ownership Plan | - | 56 | $1,981,725 | $300,166 | $5,360iApproximate average salary by contribution assumption: employee only about $134,003 at 4% or $89,335 at 6%; with 50% employer match about $89,335 at 4% or $59,557 at 6%; with 100% employer match about $67,001 at 4% or $44,668 at 6%. |
| 2001 | 1 | 75 | $0 | $0 | - |
| Jordan Associates Inc. Employee Stock Ownership Plan | - | 75 | - | - | - |
| 2000 | 1 | 57 | $2,083,422 | $107,852 | $1,892iApproximate average salary by contribution assumption: employee only about $47,304 at 4% or $31,536 at 6%; with 50% employer match about $31,536 at 4% or $21,024 at 6%; with 100% employer match about $23,652 at 4% or $15,768 at 6%. |
| Jordan Associates Inc. Employee Stock Ownership Plan | - | 57 | $2,083,422 | $107,852 | $1,892iApproximate average salary by contribution assumption: employee only about $47,304 at 4% or $31,536 at 6%; with 50% employer match about $31,536 at 4% or $21,024 at 6%; with 100% employer match about $23,652 at 4% or $15,768 at 6%. |
| 1999 | 1 | 54 | $1,871,190 | $170,103 | $3,150iApproximate average salary by contribution assumption: employee only about $78,751 at 4% or $52,501 at 6%; with 50% employer match about $52,501 at 4% or $35,001 at 6%; with 100% employer match about $39,376 at 4% or $26,250 at 6%. |
| Jordan Associates Inc. Employee Stock Ownership Plan | - | 54 | $1,871,190 | $170,103 | $3,150iApproximate average salary by contribution assumption: employee only about $78,751 at 4% or $52,501 at 6%; with 50% employer match about $52,501 at 4% or $35,001 at 6%; with 100% employer match about $39,376 at 4% or $26,250 at 6%. |