JONES-GORDON FOUNDATION
Plan context: JONES-GORDON FOUNDATION 401(K) PLAN
EIN 85-3816616 • Paradise Valley, AZ • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
77
2025 Assets
$1,141,131
2025 Contributions
$239,319
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 77 | $1,141,131 | $239,319 | $3,108iApproximate average salary by contribution assumption: employee only about $77,701 at 4% or $51,801 at 6%; with 50% employer match about $51,801 at 4% or $34,534 at 6%; with 100% employer match about $38,850 at 4% or $25,900 at 6%. |
| JONES-GORDON FOUNDATION 401(K) PLAN | - | 77 | $1,141,131 | $239,319 | $3,108iApproximate average salary by contribution assumption: employee only about $77,701 at 4% or $51,801 at 6%; with 50% employer match about $51,801 at 4% or $34,534 at 6%; with 100% employer match about $38,850 at 4% or $25,900 at 6%. |
| 2024 | 1 | 68 | $779,194 | $208,408 | $3,065iApproximate average salary by contribution assumption: employee only about $76,621 at 4% or $51,080 at 6%; with 50% employer match about $51,080 at 4% or $34,054 at 6%; with 100% employer match about $38,310 at 4% or $25,540 at 6%. |
| JONES-GORDON FOUNDATION 401(K) PLAN | - | 68 | $779,194 | $208,408 | $3,065iApproximate average salary by contribution assumption: employee only about $76,621 at 4% or $51,080 at 6%; with 50% employer match about $51,080 at 4% or $34,054 at 6%; with 100% employer match about $38,310 at 4% or $25,540 at 6%. |
| 2023 | 1 | 60 | $556,572 | $187,187 | $3,120iApproximate average salary by contribution assumption: employee only about $77,995 at 4% or $51,996 at 6%; with 50% employer match about $51,996 at 4% or $34,664 at 6%; with 100% employer match about $38,997 at 4% or $25,998 at 6%. |
| JONES-GORDON FOUNDATION 401(K) PLAN | - | 60 | $556,572 | $187,187 | $3,120iApproximate average salary by contribution assumption: employee only about $77,995 at 4% or $51,996 at 6%; with 50% employer match about $51,996 at 4% or $34,664 at 6%; with 100% employer match about $38,997 at 4% or $25,998 at 6%. |
| 2022 | 1 | 53 | $314,354 | $123,864 | $2,337iApproximate average salary by contribution assumption: employee only about $58,426 at 4% or $38,951 at 6%; with 50% employer match about $38,951 at 4% or $25,967 at 6%; with 100% employer match about $29,213 at 4% or $19,475 at 6%. |
| JONES-GORDON FOUNDATION 401(K) PLAN | - | 53 | $314,354 | $123,864 | $2,337iApproximate average salary by contribution assumption: employee only about $58,426 at 4% or $38,951 at 6%; with 50% employer match about $38,951 at 4% or $25,967 at 6%; with 100% employer match about $29,213 at 4% or $19,475 at 6%. |