Civic Intelligence

Jory, Peterson, Watkins and Smith

Plan context: Jory, Peterson, Watkins and Smith 401K Profit Sharing Plan

EIN 77-0444959 • Fresno, CA • 11 filings • 3 plans

5260 North Palm Avenue, Suite 300Fresno, CA 93704
Current Snapshot

Latest Year

2009

2009 Participants

8

2009 Assets

$1,474,960

2009 Contributions

$51,594

Historical Graphs

Total Assets Over Time

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

$4,953,034$2,476,517$0199920042008YearValue
$1,474,960Latest year 2008

Participants Over Time

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

1890199920022005YearValue
8Latest year 2005

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
200910$0$0-
Jory, Peterson, Watkins and Smith 401K Profit Sharing Plan-0$0$0-
200810$1,474,960$0-
Jory, Peterson, Watkins and Smith 401K Profit Sharing Plan-0$1,474,960--
200710$0$0-
Jory, Peterson, Watkins and Smith 401K Profit Sharing Plan-0---
200610$2,405,507$51,594-
Jory, Peterson, Watkins and Smith 401K Profit Sharing Plan-0$2,405,507$51,594-
200518$2,194,845$80,232$10,029iApproximate average salary by contribution assumption: employee only about $250,725 at 4% or $167,150 at 6%; with 50% employer match about $167,150 at 4% or $111,433 at 6%; with 100% employer match about $125,363 at 4% or $83,575 at 6%.
Jory, Peterson, Watkins and Smith 401K Profit Sharing Plan-8$2,194,845$80,232$10,029iApproximate average salary by contribution assumption: employee only about $250,725 at 4% or $167,150 at 6%; with 50% employer match about $167,150 at 4% or $111,433 at 6%; with 100% employer match about $125,363 at 4% or $83,575 at 6%.
2004111$3,833,559$124,402$11,309iApproximate average salary by contribution assumption: employee only about $282,732 at 4% or $188,488 at 6%; with 50% employer match about $188,488 at 4% or $125,659 at 6%; with 100% employer match about $141,366 at 4% or $94,244 at 6%.
Jory, Peterson, Watkins and Smith 401K Profit Sharing Plan-11$3,833,559$124,402$11,309iApproximate average salary by contribution assumption: employee only about $282,732 at 4% or $188,488 at 6%; with 50% employer match about $188,488 at 4% or $125,659 at 6%; with 100% employer match about $141,366 at 4% or $94,244 at 6%.
2003117$3,877,573$145,088$8,535iApproximate average salary by contribution assumption: employee only about $213,365 at 4% or $142,243 at 6%; with 50% employer match about $142,243 at 4% or $94,829 at 6%; with 100% employer match about $106,682 at 4% or $71,122 at 6%.
Jory, Peterson, Watkins and Smith 401K Profit Sharing Plan-17$3,877,573$145,088$8,535iApproximate average salary by contribution assumption: employee only about $213,365 at 4% or $142,243 at 6%; with 50% employer match about $142,243 at 4% or $94,829 at 6%; with 100% employer match about $106,682 at 4% or $71,122 at 6%.
2002116$3,732,978$225,684$14,105iApproximate average salary by contribution assumption: employee only about $352,631 at 4% or $235,088 at 6%; with 50% employer match about $235,088 at 4% or $156,725 at 6%; with 100% employer match about $176,316 at 4% or $117,544 at 6%.
Jory, Peterson, Watkins and Smith 401K Profit Sharing Plan-16$3,732,978$225,684$14,105iApproximate average salary by contribution assumption: employee only about $352,631 at 4% or $235,088 at 6%; with 50% employer match about $235,088 at 4% or $156,725 at 6%; with 100% employer match about $176,316 at 4% or $117,544 at 6%.
2001117$0$0-
Jory, Peterson, Watkins and Smith 401K Profit Sharing Plan-17---
2000118$4,498,210$202,559$11,253iApproximate average salary by contribution assumption: employee only about $281,332 at 4% or $187,555 at 6%; with 50% employer match about $187,555 at 4% or $125,036 at 6%; with 100% employer match about $140,666 at 4% or $93,777 at 6%.
Jory, Peterson, Watkins and Smith 401K Profit Sharing Plan-18$4,498,210$202,559$11,253iApproximate average salary by contribution assumption: employee only about $281,332 at 4% or $187,555 at 6%; with 50% employer match about $187,555 at 4% or $125,036 at 6%; with 100% employer match about $140,666 at 4% or $93,777 at 6%.
1999116$4,953,034$188,831$11,802iApproximate average salary by contribution assumption: employee only about $295,048 at 4% or $196,699 at 6%; with 50% employer match about $196,699 at 4% or $131,133 at 6%; with 100% employer match about $147,524 at 4% or $98,349 at 6%.
Jory, Peterson, Watkins and Smith 401K Profit Sharing Plan-16$4,953,034$188,831$11,802iApproximate average salary by contribution assumption: employee only about $295,048 at 4% or $196,699 at 6%; with 50% employer match about $196,699 at 4% or $131,133 at 6%; with 100% employer match about $147,524 at 4% or $98,349 at 6%.