Civic Intelligence

Jewett, Barton, Leavy & Kern Inc.

Plan context: Jbl & K Employees Savings and Incentive Plan

EIN 93-0640164 • 12 filings • 2 plans

Current Snapshot

Latest Year

2005

2005 Participants

89

2005 Assets

$5,437,473

2005 Contributions

$666,050

Historical Graphs

Total Assets Over Time

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

$9,808,455$4,904,228$0199920022005YearValue
$5,437,473Latest year 2005

Participants Over Time

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

90450199920022005YearValue
89Latest year 2005

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
2005189$5,437,473$666,050$7,484iApproximate average salary by contribution assumption: employee only about $187,093 at 4% or $124,728 at 6%; with 50% employer match about $124,728 at 4% or $83,152 at 6%; with 100% employer match about $93,546 at 4% or $62,364 at 6%.
Jbl & K Employees Savings and Incentive Plan-89$5,437,473$666,050$7,484iApproximate average salary by contribution assumption: employee only about $187,093 at 4% or $124,728 at 6%; with 50% employer match about $124,728 at 4% or $83,152 at 6%; with 100% employer match about $93,546 at 4% or $62,364 at 6%.
2004190$4,666,350$815,842$9,065iApproximate average salary by contribution assumption: employee only about $226,623 at 4% or $151,082 at 6%; with 50% employer match about $151,082 at 4% or $100,721 at 6%; with 100% employer match about $113,311 at 4% or $75,541 at 6%.
Jbl & K Employees Savings and Incentive Plan-90$4,666,350$815,842$9,065iApproximate average salary by contribution assumption: employee only about $226,623 at 4% or $151,082 at 6%; with 50% employer match about $151,082 at 4% or $100,721 at 6%; with 100% employer match about $113,311 at 4% or $75,541 at 6%.
2003280$8,633,255$967,066$12,088iApproximate average salary by contribution assumption: employee only about $302,208 at 4% or $201,472 at 6%; with 50% employer match about $201,472 at 4% or $134,315 at 6%; with 100% employer match about $151,104 at 4% or $100,736 at 6%.
Jewett, Barton, Leavy & Kern Inc. Retirement Income Plan-59$4,873,118$400,000$6,780iApproximate average salary by contribution assumption: employee only about $169,492 at 4% or $112,994 at 6%; with 50% employer match about $112,994 at 4% or $75,330 at 6%; with 100% employer match about $84,746 at 4% or $56,497 at 6%.
Jbl & K Employees Savings and Incentive Plan-80$3,760,137$567,066$7,088iApproximate average salary by contribution assumption: employee only about $177,208 at 4% or $118,139 at 6%; with 50% employer match about $118,139 at 4% or $78,759 at 6%; with 100% employer match about $88,604 at 4% or $59,069 at 6%.
2002279$7,286,736$705,621$8,932iApproximate average salary by contribution assumption: employee only about $223,298 at 4% or $148,865 at 6%; with 50% employer match about $148,865 at 4% or $99,243 at 6%; with 100% employer match about $111,649 at 4% or $74,433 at 6%.
Jewett, Barton, Leavy & Kern Inc. Retirement Income Plan-79$4,084,070$235,000$2,975iApproximate average salary by contribution assumption: employee only about $74,367 at 4% or $49,578 at 6%; with 50% employer match about $49,578 at 4% or $33,052 at 6%; with 100% employer match about $37,184 at 4% or $24,789 at 6%.
Jbl & K Employees Savings and Incentive Plan-79$3,202,666$470,621$5,957iApproximate average salary by contribution assumption: employee only about $148,931 at 4% or $99,287 at 6%; with 50% employer match about $99,287 at 4% or $66,191 at 6%; with 100% employer match about $74,465 at 4% or $49,644 at 6%.
2001276$3,698,809$506,814$6,669iApproximate average salary by contribution assumption: employee only about $166,715 at 4% or $111,143 at 6%; with 50% employer match about $111,143 at 4% or $74,096 at 6%; with 100% employer match about $83,358 at 4% or $55,572 at 6%.
Jbl & K Employees Savings and Incentive Plan-76$3,698,809$506,814$6,669iApproximate average salary by contribution assumption: employee only about $166,715 at 4% or $111,143 at 6%; with 50% employer match about $111,143 at 4% or $74,096 at 6%; with 100% employer match about $83,358 at 4% or $55,572 at 6%.
Jewett, Barton, Leavy & Kern Inc. Retirement Income Plan-54---
2000257$9,402,870$411,833$7,225iApproximate average salary by contribution assumption: employee only about $180,629 at 4% or $120,419 at 6%; with 50% employer match about $120,419 at 4% or $80,279 at 6%; with 100% employer match about $90,314 at 4% or $60,210 at 6%.
Jewett, Barton, Leavy & Kern Inc. Retirement Income Plan-50$5,113,932--
Jbl & K Employees Savings and Incentive Plan-57$4,288,938$411,833$7,225iApproximate average salary by contribution assumption: employee only about $180,629 at 4% or $120,419 at 6%; with 50% employer match about $120,419 at 4% or $80,279 at 6%; with 100% employer match about $90,314 at 4% or $60,210 at 6%.
1999261$9,808,455$673,880$11,047iApproximate average salary by contribution assumption: employee only about $276,180 at 4% or $184,120 at 6%; with 50% employer match about $184,120 at 4% or $122,747 at 6%; with 100% employer match about $138,090 at 4% or $92,060 at 6%.
Jewett, Barton, Leavy & Kern Inc. Retirement Income Plan-56$5,490,067--
Jbl & K Employees Savings and Incentive Plan-61$4,318,388$673,880$11,047iApproximate average salary by contribution assumption: employee only about $276,180 at 4% or $184,120 at 6%; with 50% employer match about $184,120 at 4% or $122,747 at 6%; with 100% employer match about $138,090 at 4% or $92,060 at 6%.