JACKSON AND ASSOCIATES, INC.
Plan context: Jackson & Associates Inc. 401K Plan & Trust
EIN 84-0732692 • 7 filings • 4 plans
Current Snapshot
Latest Year
2005
2005 Participants
8
2005 Assets
$950
2005 Contributions
$8,987
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 0 | $950 | $8,987 | - |
| Jackson & Associates Inc. 401K Plan & Trust | - | 0 | $950 | $8,987 | - |
| 2004 | 1 | 8 | $206,078 | $36,433 | $4,554iApproximate average salary by contribution assumption: employee only about $113,853 at 4% or $75,902 at 6%; with 50% employer match about $75,902 at 4% or $50,601 at 6%; with 100% employer match about $56,927 at 4% or $37,951 at 6%. |
| Jackson & Associates Inc. 401K Plan & Trust | - | 8 | $206,078 | $36,433 | $4,554iApproximate average salary by contribution assumption: employee only about $113,853 at 4% or $75,902 at 6%; with 50% employer match about $75,902 at 4% or $50,601 at 6%; with 100% employer match about $56,927 at 4% or $37,951 at 6%. |
| 2003 | 1 | 5 | $175,038 | $33,452 | $6,690iApproximate average salary by contribution assumption: employee only about $167,260 at 4% or $111,507 at 6%; with 50% employer match about $111,507 at 4% or $74,338 at 6%; with 100% employer match about $83,630 at 4% or $55,753 at 6%. |
| Jackson & Associates Inc. 401K Plan & Trust | - | 5 | $175,038 | $33,452 | $6,690iApproximate average salary by contribution assumption: employee only about $167,260 at 4% or $111,507 at 6%; with 50% employer match about $111,507 at 4% or $74,338 at 6%; with 100% employer match about $83,630 at 4% or $55,753 at 6%. |
| 2002 | 1 | 7 | $208,639 | $41,867 | $5,981iApproximate average salary by contribution assumption: employee only about $149,525 at 4% or $99,683 at 6%; with 50% employer match about $99,683 at 4% or $66,456 at 6%; with 100% employer match about $74,763 at 4% or $49,842 at 6%. |
| JACKSON AND ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 7 | $208,639 | $41,867 | $5,981iApproximate average salary by contribution assumption: employee only about $149,525 at 4% or $99,683 at 6%; with 50% employer match about $99,683 at 4% or $66,456 at 6%; with 100% employer match about $74,763 at 4% or $49,842 at 6%. |
| 2001 | 1 | 9 | $0 | $0 | - |
| JACKSON AND ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 9 | - | - | - |
| 2000 | 1 | 9 | $231,555 | $64,505 | $7,167iApproximate average salary by contribution assumption: employee only about $179,181 at 4% or $119,454 at 6%; with 50% employer match about $119,454 at 4% or $79,636 at 6%; with 100% employer match about $89,590 at 4% or $59,727 at 6%. |
| JACKSON AND ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 9 | $231,555 | $64,505 | $7,167iApproximate average salary by contribution assumption: employee only about $179,181 at 4% or $119,454 at 6%; with 50% employer match about $119,454 at 4% or $79,636 at 6%; with 100% employer match about $89,590 at 4% or $59,727 at 6%. |
| 1999 | 1 | 8 | $341,648 | $56,568 | $7,071iApproximate average salary by contribution assumption: employee only about $176,775 at 4% or $117,850 at 6%; with 50% employer match about $117,850 at 4% or $78,567 at 6%; with 100% employer match about $88,388 at 4% or $58,925 at 6%. |
| Jackson and Associates Inc. 401K Profit Sharing Plan | - | 8 | $341,648 | $56,568 | $7,071iApproximate average salary by contribution assumption: employee only about $176,775 at 4% or $117,850 at 6%; with 50% employer match about $117,850 at 4% or $78,567 at 6%; with 100% employer match about $88,388 at 4% or $58,925 at 6%. |