Civic Intelligence

Jon a Metropoulos

Plan context: Jon a Metropoulos Individual (K) Plan

EIN 81-2479023 • Helena, MT • 7 filings • 1 plans

835 BreckenridgeHelena, MT 59601
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$844,457

2021 Contributions

$55,000

Historical Graphs

Total Assets Over Time

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

$844,457$422,229$0201520182021YearValue
$844,457Latest year 2021

Participants Over Time

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

110201520182020YearValue
1Latest year 2020

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
202110$844,457$55,000-
Jon a Metropoulos Individual (K) Plan--$844,457$55,000-
202011$719,889$49,619$49,619iApproximate average salary by contribution assumption: employee only about $1,240,475 at 4% or $826,983 at 6%; with 50% employer match about $826,983 at 4% or $551,322 at 6%; with 100% employer match about $620,238 at 4% or $413,492 at 6%.
Jon a Metropoulos Individual (K) Plan-1$719,889$49,619$49,619iApproximate average salary by contribution assumption: employee only about $1,240,475 at 4% or $826,983 at 6%; with 50% employer match about $826,983 at 4% or $551,322 at 6%; with 100% employer match about $620,238 at 4% or $413,492 at 6%.
201911$599,639$62,000$62,000iApproximate average salary by contribution assumption: employee only about $1,550,000 at 4% or $1,033,333 at 6%; with 50% employer match about $1,033,333 at 4% or $688,889 at 6%; with 100% employer match about $775,000 at 4% or $516,667 at 6%.
Jon a Metropoulos Individual (K) Plan-1$599,639$62,000$62,000iApproximate average salary by contribution assumption: employee only about $1,550,000 at 4% or $1,033,333 at 6%; with 50% employer match about $1,033,333 at 4% or $688,889 at 6%; with 100% employer match about $775,000 at 4% or $516,667 at 6%.
201811$488,682$61,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
Jon a Metropoulos Individual (K) Plan-1$488,682$61,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
201711$456,366$60,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Jon a Metropoulos Individual (K) Plan-1$456,366$60,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
201611$345,438$42,059$42,059iApproximate average salary by contribution assumption: employee only about $1,051,475 at 4% or $700,983 at 6%; with 50% employer match about $700,983 at 4% or $467,322 at 6%; with 100% employer match about $525,738 at 4% or $350,492 at 6%.
Jon a Metropoulos Individual (K) Plan-1$345,438$42,059$42,059iApproximate average salary by contribution assumption: employee only about $1,051,475 at 4% or $700,983 at 6%; with 50% employer match about $700,983 at 4% or $467,322 at 6%; with 100% employer match about $525,738 at 4% or $350,492 at 6%.
201511$282,014$45,342$45,342iApproximate average salary by contribution assumption: employee only about $1,133,550 at 4% or $755,700 at 6%; with 50% employer match about $755,700 at 4% or $503,800 at 6%; with 100% employer match about $566,775 at 4% or $377,850 at 6%.
Jon a Metropoulos Individual (K) Plan-1$282,014$45,342$45,342iApproximate average salary by contribution assumption: employee only about $1,133,550 at 4% or $755,700 at 6%; with 50% employer match about $755,700 at 4% or $503,800 at 6%; with 100% employer match about $566,775 at 4% or $377,850 at 6%.