Civic Intelligence

J. Conly & Associates Inc.

Plan context: J. Conly & Associates Inc. 401(K) Profit Sharing Plan and Trust

EIN 75-2681077 • Cleburne, TX • 12 filings • 3 plans

603 Rockdale Rd.Cleburne, TX 76033
Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$850,073

2016 Contributions

$40,150

Historical Graphs

Total Assets Over Time

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

$949,165$474,583$0200520122015YearValue
$850,073Latest year 2015

Participants Over Time

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

420200520112015YearValue
4Latest year 2015

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
201610$0$40,150-
J. Conly & Associates Inc. 401(K) Profit Sharing Plan and Trust-0$0$40,150-
201514$850,073$40,150$10,038iApproximate average salary by contribution assumption: employee only about $250,938 at 4% or $167,292 at 6%; with 50% employer match about $167,292 at 4% or $111,528 at 6%; with 100% employer match about $125,469 at 4% or $83,646 at 6%.
J. Conly & Associates Inc. 401(K) Profit Sharing Plan and Trust-4$850,073$40,150$10,038iApproximate average salary by contribution assumption: employee only about $250,938 at 4% or $167,292 at 6%; with 50% employer match about $167,292 at 4% or $111,528 at 6%; with 100% employer match about $125,469 at 4% or $83,646 at 6%.
201412$949,165$49,275$24,638iApproximate average salary by contribution assumption: employee only about $615,938 at 4% or $410,625 at 6%; with 50% employer match about $410,625 at 4% or $273,750 at 6%; with 100% employer match about $307,969 at 4% or $205,313 at 6%.
J. Conly & Associates Inc. 401(K) Profit Sharing Plan and Trust-2$949,165$49,275$24,638iApproximate average salary by contribution assumption: employee only about $615,938 at 4% or $410,625 at 6%; with 50% employer match about $410,625 at 4% or $273,750 at 6%; with 100% employer match about $307,969 at 4% or $205,313 at 6%.
201314$883,400$102,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
J. Conly & Associates Inc. 401(K) Profit Sharing Plan and Trust-4$883,400$102,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
201214$691,800$105,665$26,416iApproximate average salary by contribution assumption: employee only about $660,406 at 4% or $440,271 at 6%; with 50% employer match about $440,271 at 4% or $293,514 at 6%; with 100% employer match about $330,203 at 4% or $220,135 at 6%.
J. Conly & Associates Inc. 401(K) Profit Sharing Plan and Trust-4$691,800$105,665$26,416iApproximate average salary by contribution assumption: employee only about $660,406 at 4% or $440,271 at 6%; with 50% employer match about $440,271 at 4% or $293,514 at 6%; with 100% employer match about $330,203 at 4% or $220,135 at 6%.
201114$549,587$77,974$19,494iApproximate average salary by contribution assumption: employee only about $487,338 at 4% or $324,892 at 6%; with 50% employer match about $324,892 at 4% or $216,594 at 6%; with 100% employer match about $243,669 at 4% or $162,446 at 6%.
J. Conly & Associates Inc. 401(K) Profit Sharing Plan and Trust-4$549,587$77,974$19,494iApproximate average salary by contribution assumption: employee only about $487,338 at 4% or $324,892 at 6%; with 50% employer match about $324,892 at 4% or $216,594 at 6%; with 100% employer match about $243,669 at 4% or $162,446 at 6%.
201014$561,455$102,577$25,644iApproximate average salary by contribution assumption: employee only about $641,106 at 4% or $427,404 at 6%; with 50% employer match about $427,404 at 4% or $284,936 at 6%; with 100% employer match about $320,553 at 4% or $213,702 at 6%.
J. Conly & Associates Inc. 401(K) Profit Sharing Plan and Trust-4$561,455$102,577$25,644iApproximate average salary by contribution assumption: employee only about $641,106 at 4% or $427,404 at 6%; with 50% employer match about $427,404 at 4% or $284,936 at 6%; with 100% employer match about $320,553 at 4% or $213,702 at 6%.
200910$0$0-
J. Conly & Associates Inc. 401(K) Profit Sharing Plan and Trust-----
200813$0$0-
J. Conly & Associates Inc. 401(K) Profit Sharing Plan and Trust-3---
200713$0$0-
J. Conly & Associates Inc. 401(K) Profit Sharing Plan and Trust-3---
200612$160,570$48,770$24,385iApproximate average salary by contribution assumption: employee only about $609,625 at 4% or $406,417 at 6%; with 50% employer match about $406,417 at 4% or $270,944 at 6%; with 100% employer match about $304,813 at 4% or $203,208 at 6%.
J. Conly & Associates Inc. 401(K) Profit Sharing Plan and Trust-2$160,570$48,770$24,385iApproximate average salary by contribution assumption: employee only about $609,625 at 4% or $406,417 at 6%; with 50% employer match about $406,417 at 4% or $270,944 at 6%; with 100% employer match about $304,813 at 4% or $203,208 at 6%.
200512$72,311$72,311$36,156iApproximate average salary by contribution assumption: employee only about $903,888 at 4% or $602,592 at 6%; with 50% employer match about $602,592 at 4% or $401,728 at 6%; with 100% employer match about $451,944 at 4% or $301,296 at 6%.
J. Conly & Associates Inc. 401(K) Profit Sharing Plan and Trust-2$72,311$72,311$36,156iApproximate average salary by contribution assumption: employee only about $903,888 at 4% or $602,592 at 6%; with 50% employer match about $602,592 at 4% or $401,728 at 6%; with 100% employer match about $451,944 at 4% or $301,296 at 6%.