Current Snapshot
Latest Year
2006
2006 Participants
3
2006 Assets
$6,447
2006 Contributions
$2,661
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 0 | $0 | $2,661 | - |
| Jones & Smith Money Purchase Plan | - | 0 | - | $2,661 | - |
| 2005 | 1 | 3 | $6,447 | $1,384 | $461iApproximate average salary by contribution assumption: employee only about $11,533 at 4% or $7,689 at 6%; with 50% employer match about $7,689 at 4% or $5,126 at 6%; with 100% employer match about $5,767 at 4% or $3,844 at 6%. |
| Jones & Smith Money Purchase Plan | - | 3 | $6,447 | $1,384 | $461iApproximate average salary by contribution assumption: employee only about $11,533 at 4% or $7,689 at 6%; with 50% employer match about $7,689 at 4% or $5,126 at 6%; with 100% employer match about $5,767 at 4% or $3,844 at 6%. |
| 2004 | 1 | 2 | $4,924 | $365 | $183iApproximate average salary by contribution assumption: employee only about $4,563 at 4% or $3,042 at 6%; with 50% employer match about $3,042 at 4% or $2,028 at 6%; with 100% employer match about $2,281 at 4% or $1,521 at 6%. |
| Jones & Smith Money Purchase Plan | - | 2 | $4,924 | $365 | $183iApproximate average salary by contribution assumption: employee only about $4,563 at 4% or $3,042 at 6%; with 50% employer match about $3,042 at 4% or $2,028 at 6%; with 100% employer match about $2,281 at 4% or $1,521 at 6%. |
| 2003 | 1 | 1 | $4,036 | $0 | - |
| Jones & Smith Money Purchase Plan | - | 1 | $4,036 | - | - |
| 2002 | 1 | 1 | $3,185 | $0 | - |
| Jones & Smith Money Purchase Plan | - | 1 | $3,185 | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Jones & Smith Money Purchase Plan | - | 2 | - | - | - |
| 1999 | 1 | 2 | $17,009 | $2,106 | $1,053iApproximate average salary by contribution assumption: employee only about $26,325 at 4% or $17,550 at 6%; with 50% employer match about $17,550 at 4% or $11,700 at 6%; with 100% employer match about $13,163 at 4% or $8,775 at 6%. |
| Jones & Smith Money Purchase Plan | - | 2 | $17,009 | $2,106 | $1,053iApproximate average salary by contribution assumption: employee only about $26,325 at 4% or $17,550 at 6%; with 50% employer match about $17,550 at 4% or $11,700 at 6%; with 100% employer match about $13,163 at 4% or $8,775 at 6%. |