Civic Intelligence

Jay & Associates PC

Plan context: Jay & Associates PC 401(K) Profit Sharing Plan & Trust

EIN 73-1324622 • Tulsa, OK • 18 filings • 4 plans

7304 S Yale AveTulsa, OK 74136
Current Snapshot

Latest Year

2023

2023 Participants

8

2023 Assets

$1,257,896

2023 Contributions

$17,495

Historical Graphs

Total Assets Over Time

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

$1,298,630$649,315$0200620152022YearValue
$1,257,896Latest year 2022

Participants Over Time

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

1160200620142022YearValue
8Latest year 2022

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
202310$0$17,495-
Jay & Associates PC 401(K) Profit Sharing Plan & Trust-0-$17,495-
202218$1,257,896$91,062$11,383iApproximate average salary by contribution assumption: employee only about $284,569 at 4% or $189,713 at 6%; with 50% employer match about $189,713 at 4% or $126,475 at 6%; with 100% employer match about $142,284 at 4% or $94,856 at 6%.
Jay & Associates PC 401(K) Profit Sharing Plan & Trust-8$1,257,896$91,062$11,383iApproximate average salary by contribution assumption: employee only about $284,569 at 4% or $189,713 at 6%; with 50% employer match about $189,713 at 4% or $126,475 at 6%; with 100% employer match about $142,284 at 4% or $94,856 at 6%.
202118$1,298,630$79,875$9,984iApproximate average salary by contribution assumption: employee only about $249,609 at 4% or $166,406 at 6%; with 50% employer match about $166,406 at 4% or $110,938 at 6%; with 100% employer match about $124,805 at 4% or $83,203 at 6%.
Jay & Associates PC 401(K) Profit Sharing Plan & Trust-8$1,298,630$79,875$9,984iApproximate average salary by contribution assumption: employee only about $249,609 at 4% or $166,406 at 6%; with 50% employer match about $166,406 at 4% or $110,938 at 6%; with 100% employer match about $124,805 at 4% or $83,203 at 6%.
202017$1,149,812$82,493$11,785iApproximate average salary by contribution assumption: employee only about $294,618 at 4% or $196,412 at 6%; with 50% employer match about $196,412 at 4% or $130,941 at 6%; with 100% employer match about $147,309 at 4% or $98,206 at 6%.
Jay & Associates PC 401(K) Profit Sharing Plan & Trust-7$1,149,812$82,493$11,785iApproximate average salary by contribution assumption: employee only about $294,618 at 4% or $196,412 at 6%; with 50% employer match about $196,412 at 4% or $130,941 at 6%; with 100% employer match about $147,309 at 4% or $98,206 at 6%.
201918$945,085$78,276$9,785iApproximate average salary by contribution assumption: employee only about $244,613 at 4% or $163,075 at 6%; with 50% employer match about $163,075 at 4% or $108,717 at 6%; with 100% employer match about $122,306 at 4% or $81,538 at 6%.
Jay & Associates PC 401(K) Profit Sharing Plan & Trust-8$945,085$78,276$9,785iApproximate average salary by contribution assumption: employee only about $244,613 at 4% or $163,075 at 6%; with 50% employer match about $163,075 at 4% or $108,717 at 6%; with 100% employer match about $122,306 at 4% or $81,538 at 6%.
201816$854,843$73,721$12,287iApproximate average salary by contribution assumption: employee only about $307,171 at 4% or $204,781 at 6%; with 50% employer match about $204,781 at 4% or $136,520 at 6%; with 100% employer match about $153,585 at 4% or $102,390 at 6%.
Jay & Associates PC 401(K) Profit Sharing Plan & Trust-6$854,843$73,721$12,287iApproximate average salary by contribution assumption: employee only about $307,171 at 4% or $204,781 at 6%; with 50% employer match about $204,781 at 4% or $136,520 at 6%; with 100% employer match about $153,585 at 4% or $102,390 at 6%.
201718$911,829$90,180$11,273iApproximate average salary by contribution assumption: employee only about $281,813 at 4% or $187,875 at 6%; with 50% employer match about $187,875 at 4% or $125,250 at 6%; with 100% employer match about $140,906 at 4% or $93,938 at 6%.
Jay & Associates PC 401(K) Profit Sharing Plan & Trust-8$911,829$90,180$11,273iApproximate average salary by contribution assumption: employee only about $281,813 at 4% or $187,875 at 6%; with 50% employer match about $187,875 at 4% or $125,250 at 6%; with 100% employer match about $140,906 at 4% or $93,938 at 6%.
201617$872,027$116,780$16,683iApproximate average salary by contribution assumption: employee only about $417,071 at 4% or $278,048 at 6%; with 50% employer match about $278,048 at 4% or $185,365 at 6%; with 100% employer match about $208,536 at 4% or $139,024 at 6%.
Jay & Associates PC 401(K) Profit Sharing Plan & Trust-7$872,027$116,780$16,683iApproximate average salary by contribution assumption: employee only about $417,071 at 4% or $278,048 at 6%; with 50% employer match about $278,048 at 4% or $185,365 at 6%; with 100% employer match about $208,536 at 4% or $139,024 at 6%.
2015111$719,388$94,170$8,561iApproximate average salary by contribution assumption: employee only about $214,023 at 4% or $142,682 at 6%; with 50% employer match about $142,682 at 4% or $95,121 at 6%; with 100% employer match about $107,011 at 4% or $71,341 at 6%.
Jay & Associates PC 401(K) Profit Sharing Plan & Trust-11$719,388$94,170$8,561iApproximate average salary by contribution assumption: employee only about $214,023 at 4% or $142,682 at 6%; with 50% employer match about $142,682 at 4% or $95,121 at 6%; with 100% employer match about $107,011 at 4% or $71,341 at 6%.
201418$689,881$66,820$8,353iApproximate average salary by contribution assumption: employee only about $208,813 at 4% or $139,208 at 6%; with 50% employer match about $139,208 at 4% or $92,806 at 6%; with 100% employer match about $104,406 at 4% or $69,604 at 6%.
Jay & Associates PC 401(K) Profit Sharing Plan & Trust-8$689,881$66,820$8,353iApproximate average salary by contribution assumption: employee only about $208,813 at 4% or $139,208 at 6%; with 50% employer match about $139,208 at 4% or $92,806 at 6%; with 100% employer match about $104,406 at 4% or $69,604 at 6%.
201315$570,912$73,269$14,654iApproximate average salary by contribution assumption: employee only about $366,345 at 4% or $244,230 at 6%; with 50% employer match about $244,230 at 4% or $162,820 at 6%; with 100% employer match about $183,173 at 4% or $122,115 at 6%.
Jay & Associates PC 401(K) Profit Sharing Plan & Trust-5$570,912$73,269$14,654iApproximate average salary by contribution assumption: employee only about $366,345 at 4% or $244,230 at 6%; with 50% employer match about $244,230 at 4% or $162,820 at 6%; with 100% employer match about $183,173 at 4% or $122,115 at 6%.
201216$466,673$88,401$14,734iApproximate average salary by contribution assumption: employee only about $368,338 at 4% or $245,558 at 6%; with 50% employer match about $245,558 at 4% or $163,706 at 6%; with 100% employer match about $184,169 at 4% or $122,779 at 6%.
Jay & Associates PC 401(K) Profit Sharing Plan & Trust-6$466,673$88,401$14,734iApproximate average salary by contribution assumption: employee only about $368,338 at 4% or $245,558 at 6%; with 50% employer match about $245,558 at 4% or $163,706 at 6%; with 100% employer match about $184,169 at 4% or $122,779 at 6%.
201117$337,581$80,935$11,562iApproximate average salary by contribution assumption: employee only about $289,054 at 4% or $192,702 at 6%; with 50% employer match about $192,702 at 4% or $128,468 at 6%; with 100% employer match about $144,527 at 4% or $96,351 at 6%.
Jay & Associates PC 401(K) Profit Sharing Plan & Trust-7$337,581$80,935$11,562iApproximate average salary by contribution assumption: employee only about $289,054 at 4% or $192,702 at 6%; with 50% employer match about $192,702 at 4% or $128,468 at 6%; with 100% employer match about $144,527 at 4% or $96,351 at 6%.
201017$255,931$75,206$10,744iApproximate average salary by contribution assumption: employee only about $268,593 at 4% or $179,062 at 6%; with 50% employer match about $179,062 at 4% or $119,375 at 6%; with 100% employer match about $134,296 at 4% or $89,531 at 6%.
Jay & Associates PC 401(K) Profit Sharing Plan & Trust-7$255,931$75,206$10,744iApproximate average salary by contribution assumption: employee only about $268,593 at 4% or $179,062 at 6%; with 50% employer match about $179,062 at 4% or $119,375 at 6%; with 100% employer match about $134,296 at 4% or $89,531 at 6%.
200916$156,034$55,829$9,305iApproximate average salary by contribution assumption: employee only about $232,621 at 4% or $155,081 at 6%; with 50% employer match about $155,081 at 4% or $103,387 at 6%; with 100% employer match about $116,310 at 4% or $77,540 at 6%.
Jay & Associates PC 401(K) Profit Sharing Plan & Trust-6$156,034$55,829$9,305iApproximate average salary by contribution assumption: employee only about $232,621 at 4% or $155,081 at 6%; with 50% employer match about $155,081 at 4% or $103,387 at 6%; with 100% employer match about $116,310 at 4% or $77,540 at 6%.
200816$98,174$52,991$8,832iApproximate average salary by contribution assumption: employee only about $220,796 at 4% or $147,197 at 6%; with 50% employer match about $147,197 at 4% or $98,131 at 6%; with 100% employer match about $110,398 at 4% or $73,599 at 6%.
Jay & Associates PC 401(K) Profit Sharing Plan & Trust-6$98,174$52,991$8,832iApproximate average salary by contribution assumption: employee only about $220,796 at 4% or $147,197 at 6%; with 50% employer match about $147,197 at 4% or $98,131 at 6%; with 100% employer match about $110,398 at 4% or $73,599 at 6%.
200717$0$0-
Jay & Associates PC 401(K) Profit Sharing Plan & Trust-7---
2006110$59,629$55,382$5,538iApproximate average salary by contribution assumption: employee only about $138,455 at 4% or $92,303 at 6%; with 50% employer match about $92,303 at 4% or $61,536 at 6%; with 100% employer match about $69,228 at 4% or $46,152 at 6%.
Jay & Associates PC 401(K) Profit Sharing Plan & Trust-10$59,629$55,382$5,538iApproximate average salary by contribution assumption: employee only about $138,455 at 4% or $92,303 at 6%; with 50% employer match about $92,303 at 4% or $61,536 at 6%; with 100% employer match about $69,228 at 4% or $46,152 at 6%.