Payne, Falkner, Smith, & Jones
Plan context: Payne, Falkner, Smith, & Jones 401K Plan
EIN 75-2659163 • Dallas, TX • 13 filings • 4 plans
Current Snapshot
Latest Year
2011
2011 Participants
15
2011 Assets
$397,326
2011 Contributions
$8,836
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| Payne, Falkner, Smith, & Jones 401K Plan | - | 0 | $0 | - | - |
| 2010 | 1 | 15 | $397,326 | $0 | - |
| Payne, Falkner, Smith, & Jones 401K Plan | - | 15 | $397,326 | $0 | - |
| 2009 | 1 | 17 | $371,753 | $8,836 | $520iApproximate average salary by contribution assumption: employee only about $12,994 at 4% or $8,663 at 6%; with 50% employer match about $8,663 at 4% or $5,775 at 6%; with 100% employer match about $6,497 at 4% or $4,331 at 6%. |
| Payne, Falkner, Smith, & Jones 401K Plan | - | 17 | $371,753 | $8,836 | $520iApproximate average salary by contribution assumption: employee only about $12,994 at 4% or $8,663 at 6%; with 50% employer match about $8,663 at 4% or $5,775 at 6%; with 100% employer match about $6,497 at 4% or $4,331 at 6%. |
| 2008 | 1 | 19 | $300,537 | $35,882 | $1,889iApproximate average salary by contribution assumption: employee only about $47,213 at 4% or $31,475 at 6%; with 50% employer match about $31,475 at 4% or $20,984 at 6%; with 100% employer match about $23,607 at 4% or $15,738 at 6%. |
| Payne, Falkner, Smith, & Jones 401K Plan | - | 19 | $300,537 | $35,882 | $1,889iApproximate average salary by contribution assumption: employee only about $47,213 at 4% or $31,475 at 6%; with 50% employer match about $31,475 at 4% or $20,984 at 6%; with 100% employer match about $23,607 at 4% or $15,738 at 6%. |
| 2007 | 1 | 16 | $476,810 | $40,104 | $2,507iApproximate average salary by contribution assumption: employee only about $62,663 at 4% or $41,775 at 6%; with 50% employer match about $41,775 at 4% or $27,850 at 6%; with 100% employer match about $31,331 at 4% or $20,888 at 6%. |
| Payne, Falkner, Smith, & Jones 401K Plan | - | 16 | $476,810 | $40,104 | $2,507iApproximate average salary by contribution assumption: employee only about $62,663 at 4% or $41,775 at 6%; with 50% employer match about $41,775 at 4% or $27,850 at 6%; with 100% employer match about $31,331 at 4% or $20,888 at 6%. |
| 2006 | 1 | 9 | $377,902 | $15,260 | $1,696iApproximate average salary by contribution assumption: employee only about $42,389 at 4% or $28,259 at 6%; with 50% employer match about $28,259 at 4% or $18,840 at 6%; with 100% employer match about $21,194 at 4% or $14,130 at 6%. |
| Payne, Falkner, Smith, & Jones 401K Plan | - | 9 | $377,902 | $15,260 | $1,696iApproximate average salary by contribution assumption: employee only about $42,389 at 4% or $28,259 at 6%; with 50% employer match about $28,259 at 4% or $18,840 at 6%; with 100% employer match about $21,194 at 4% or $14,130 at 6%. |
| 2005 | 1 | 6 | $334,282 | $25,024 | $4,171iApproximate average salary by contribution assumption: employee only about $104,267 at 4% or $69,511 at 6%; with 50% employer match about $69,511 at 4% or $46,341 at 6%; with 100% employer match about $52,133 at 4% or $34,756 at 6%. |
| Payne, Falkner, Smith, & Jones 401K Plan | - | 6 | $334,282 | $25,024 | $4,171iApproximate average salary by contribution assumption: employee only about $104,267 at 4% or $69,511 at 6%; with 50% employer match about $69,511 at 4% or $46,341 at 6%; with 100% employer match about $52,133 at 4% or $34,756 at 6%. |
| 2004 | 1 | 8 | $301,344 | $37,648 | $4,706iApproximate average salary by contribution assumption: employee only about $117,650 at 4% or $78,433 at 6%; with 50% employer match about $78,433 at 4% or $52,289 at 6%; with 100% employer match about $58,825 at 4% or $39,217 at 6%. |
| Payne, Falkner, Smith, & Jones 401K Plan | - | 8 | $301,344 | $37,648 | $4,706iApproximate average salary by contribution assumption: employee only about $117,650 at 4% or $78,433 at 6%; with 50% employer match about $78,433 at 4% or $52,289 at 6%; with 100% employer match about $58,825 at 4% or $39,217 at 6%. |
| 2003 | 1 | 5 | $280,965 | $0 | - |
| Payne, Falkner, Smith, & Jones 401K Plan | - | 5 | $280,965 | - | - |
| 2002 | 1 | 5 | $235,415 | $38,434 | $7,687iApproximate average salary by contribution assumption: employee only about $192,170 at 4% or $128,113 at 6%; with 50% employer match about $128,113 at 4% or $85,409 at 6%; with 100% employer match about $96,085 at 4% or $64,057 at 6%. |
| Payne, Falkner, Smith, & Jones 401K Plan | - | 5 | $235,415 | $38,434 | $7,687iApproximate average salary by contribution assumption: employee only about $192,170 at 4% or $128,113 at 6%; with 50% employer match about $128,113 at 4% or $85,409 at 6%; with 100% employer match about $96,085 at 4% or $64,057 at 6%. |
| 2001 | 1 | 4 | $247,693 | $79,200 | $19,800iApproximate average salary by contribution assumption: employee only about $495,000 at 4% or $330,000 at 6%; with 50% employer match about $330,000 at 4% or $220,000 at 6%; with 100% employer match about $247,500 at 4% or $165,000 at 6%. |
| Payne, Falkner, Smith, & Jones 401K Plan | - | 4 | $247,693 | $79,200 | $19,800iApproximate average salary by contribution assumption: employee only about $495,000 at 4% or $330,000 at 6%; with 50% employer match about $330,000 at 4% or $220,000 at 6%; with 100% employer match about $247,500 at 4% or $165,000 at 6%. |
| 2000 | 1 | 5 | $207,579 | $58,695 | $11,739iApproximate average salary by contribution assumption: employee only about $293,475 at 4% or $195,650 at 6%; with 50% employer match about $195,650 at 4% or $130,433 at 6%; with 100% employer match about $146,738 at 4% or $97,825 at 6%. |
| Payne, Falkner, Smith, & Jones 401K Plan | - | 5 | $207,579 | $58,695 | $11,739iApproximate average salary by contribution assumption: employee only about $293,475 at 4% or $195,650 at 6%; with 50% employer match about $195,650 at 4% or $130,433 at 6%; with 100% employer match about $146,738 at 4% or $97,825 at 6%. |
| 1999 | 1 | 4 | $185,979 | $22,370 | $5,593iApproximate average salary by contribution assumption: employee only about $139,813 at 4% or $93,208 at 6%; with 50% employer match about $93,208 at 4% or $62,139 at 6%; with 100% employer match about $69,906 at 4% or $46,604 at 6%. |
| Payne, Falkner, Smith, & Jones 401K Plan | - | 4 | $185,979 | $22,370 | $5,593iApproximate average salary by contribution assumption: employee only about $139,813 at 4% or $93,208 at 6%; with 50% employer match about $93,208 at 4% or $62,139 at 6%; with 100% employer match about $69,906 at 4% or $46,604 at 6%. |