Jones & Williams Optometrists
Plan context: Jones & Williams Optometrists PC Money Purchase Plan & Trust
EIN 84-0856631 • 13 filings • 8 plans
Current Snapshot
Latest Year
2007
2007 Participants
1
2007 Assets
$805,271
2007 Contributions
$12,690
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 1 | $805,271 | $0 | - |
| Jones & Williams Optometrists PC Money Purchase Plan & Trust | - | 1 | $805,271 | - | - |
| 2006 | 1 | 1 | $783,928 | $0 | - |
| Jones & Williams Optometrists PC Money Purchase Plan & Trust | - | 1 | $783,928 | - | - |
| 2005 | 1 | 2 | $766,763 | $12,690 | $6,345iApproximate average salary by contribution assumption: employee only about $158,625 at 4% or $105,750 at 6%; with 50% employer match about $105,750 at 4% or $70,500 at 6%; with 100% employer match about $79,313 at 4% or $52,875 at 6%. |
| Jones & Williams Optometrists PC Money Purchase Plan & Trust | - | 2 | $766,763 | $12,690 | $6,345iApproximate average salary by contribution assumption: employee only about $158,625 at 4% or $105,750 at 6%; with 50% employer match about $105,750 at 4% or $70,500 at 6%; with 100% employer match about $79,313 at 4% or $52,875 at 6%. |
| 2004 | 2 | 2 | $1,397,204 | $27,416 | $13,708iApproximate average salary by contribution assumption: employee only about $342,700 at 4% or $228,467 at 6%; with 50% employer match about $228,467 at 4% or $152,311 at 6%; with 100% employer match about $171,350 at 4% or $114,233 at 6%. |
| Jones & Williams Optometrists PC Money Purchase Plan & Trust | - | 2 | $698,602 | $13,708 | $6,854iApproximate average salary by contribution assumption: employee only about $171,350 at 4% or $114,233 at 6%; with 50% employer match about $114,233 at 4% or $76,156 at 6%; with 100% employer match about $85,675 at 4% or $57,117 at 6%. |
| Jones & Williams Optometrists PC Money Purchase Plan & Trust | - | 2 | $698,602 | $13,708 | $6,854iApproximate average salary by contribution assumption: employee only about $171,350 at 4% or $114,233 at 6%; with 50% employer match about $114,233 at 4% or $76,156 at 6%; with 100% employer match about $85,675 at 4% or $57,117 at 6%. |
| 2003 | 1 | 2 | $662,487 | $13,622 | $6,811iApproximate average salary by contribution assumption: employee only about $170,275 at 4% or $113,517 at 6%; with 50% employer match about $113,517 at 4% or $75,678 at 6%; with 100% employer match about $85,138 at 4% or $56,758 at 6%. |
| Jones & Williams Optometrists PC Money Purchase Plan & Trust | - | 2 | $662,487 | $13,622 | $6,811iApproximate average salary by contribution assumption: employee only about $170,275 at 4% or $113,517 at 6%; with 50% employer match about $113,517 at 4% or $75,678 at 6%; with 100% employer match about $85,138 at 4% or $56,758 at 6%. |
| 2002 | 1 | 2 | $550,880 | $22,154 | $11,077iApproximate average salary by contribution assumption: employee only about $276,925 at 4% or $184,617 at 6%; with 50% employer match about $184,617 at 4% or $123,078 at 6%; with 100% employer match about $138,463 at 4% or $92,308 at 6%. |
| Jones & Williams Optometrists PC Money Purchase Plan & Trust | - | 2 | $550,880 | $22,154 | $11,077iApproximate average salary by contribution assumption: employee only about $276,925 at 4% or $184,617 at 6%; with 50% employer match about $184,617 at 4% or $123,078 at 6%; with 100% employer match about $138,463 at 4% or $92,308 at 6%. |
| 2001 | 2 | 2 | $0 | $0 | - |
| Jones & Williams Optometrists PC Profit Sharing Plan & Trust | - | 2 | - | - | - |
| Jones & Williams Optometrists PC Money Purchase Plan & Trust | - | 2 | - | - | - |
| 2000 | 2 | 2 | $0 | $0 | - |
| Jones & Williams Optometrists PC Profit Sharing Plan & Trust | - | 2 | - | - | - |
| Jones & Williams Optometrists PC Money Purchase Plan & Trust | - | 2 | - | - | - |
| 1999 | 2 | 2 | $0 | $0 | - |
| Jones & Williams Optometrists PC Profit Sharing Plan & Trust | - | 2 | - | - | - |
| Jones & Williams Optometrists PC Money Purchase Plan & Trust | - | 2 | - | - | - |