Civic Intelligence

Ivey, Jacobson & Company LLC

Plan context: Ivey, Jacobson & Stone 401(K) Plan

EIN 93-0986130 • 22 filings • 6 plans

Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$716,240

2023 Contributions

$89,789

Historical Graphs

Total Assets Over Time

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

$865,966$432,983$0200420142023YearValue
$716,240Latest year 2023

Participants Over Time

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

840200320132023YearValue
2Latest year 2023

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
202312$716,240$0-
Ivey, Jacobson & Stone 401(K) Plan-2$716,240--
202212$704,513$0-
Ivey, Jacobson & Stone 401(K) Plan-2$704,513--
202112$847,960$0-
Ivey, Jacobson & Stone 401(K) Plan-2$847,960--
202015$774,804$89,789$17,958iApproximate average salary by contribution assumption: employee only about $448,945 at 4% or $299,297 at 6%; with 50% employer match about $299,297 at 4% or $199,531 at 6%; with 100% employer match about $224,473 at 4% or $149,648 at 6%.
Ivey, Jacobson & Stone 401(K) Plan-5$774,804$89,789$17,958iApproximate average salary by contribution assumption: employee only about $448,945 at 4% or $299,297 at 6%; with 50% employer match about $299,297 at 4% or $199,531 at 6%; with 100% employer match about $224,473 at 4% or $149,648 at 6%.
201914$710,507$41,295$10,324iApproximate average salary by contribution assumption: employee only about $258,094 at 4% or $172,063 at 6%; with 50% employer match about $172,063 at 4% or $114,708 at 6%; with 100% employer match about $129,047 at 4% or $86,031 at 6%.
Ivey, Jacobson & Stone 401(K) Plan-4$710,507$41,295$10,324iApproximate average salary by contribution assumption: employee only about $258,094 at 4% or $172,063 at 6%; with 50% employer match about $172,063 at 4% or $114,708 at 6%; with 100% employer match about $129,047 at 4% or $86,031 at 6%.
201815$865,966$49,395$9,879iApproximate average salary by contribution assumption: employee only about $246,975 at 4% or $164,650 at 6%; with 50% employer match about $164,650 at 4% or $109,767 at 6%; with 100% employer match about $123,488 at 4% or $82,325 at 6%.
Ivey, Jacobson & Stone 401(K) Plan-5$865,966$49,395$9,879iApproximate average salary by contribution assumption: employee only about $246,975 at 4% or $164,650 at 6%; with 50% employer match about $164,650 at 4% or $109,767 at 6%; with 100% employer match about $123,488 at 4% or $82,325 at 6%.
201715$853,138$58,124$11,625iApproximate average salary by contribution assumption: employee only about $290,620 at 4% or $193,747 at 6%; with 50% employer match about $193,747 at 4% or $129,164 at 6%; with 100% employer match about $145,310 at 4% or $96,873 at 6%.
Ivey, Jacobson & Stone 401(K) Plan-5$853,138$58,124$11,625iApproximate average salary by contribution assumption: employee only about $290,620 at 4% or $193,747 at 6%; with 50% employer match about $193,747 at 4% or $129,164 at 6%; with 100% employer match about $145,310 at 4% or $96,873 at 6%.
201615$719,884$62,913$12,583iApproximate average salary by contribution assumption: employee only about $314,565 at 4% or $209,710 at 6%; with 50% employer match about $209,710 at 4% or $139,807 at 6%; with 100% employer match about $157,283 at 4% or $104,855 at 6%.
Ivey, Jacobson & Stone 401(K) Plan-5$719,884$62,913$12,583iApproximate average salary by contribution assumption: employee only about $314,565 at 4% or $209,710 at 6%; with 50% employer match about $209,710 at 4% or $139,807 at 6%; with 100% employer match about $157,283 at 4% or $104,855 at 6%.
201515$610,251$50,903$10,181iApproximate average salary by contribution assumption: employee only about $254,515 at 4% or $169,677 at 6%; with 50% employer match about $169,677 at 4% or $113,118 at 6%; with 100% employer match about $127,258 at 4% or $84,838 at 6%.
Ivey, Jacobson & Stone 401(K) Plan-5$610,251$50,903$10,181iApproximate average salary by contribution assumption: employee only about $254,515 at 4% or $169,677 at 6%; with 50% employer match about $169,677 at 4% or $113,118 at 6%; with 100% employer match about $127,258 at 4% or $84,838 at 6%.
201415$593,463$49,304$9,861iApproximate average salary by contribution assumption: employee only about $246,520 at 4% or $164,347 at 6%; with 50% employer match about $164,347 at 4% or $109,564 at 6%; with 100% employer match about $123,260 at 4% or $82,173 at 6%.
Ivey, Jacobson & Stone 401(K) Plan-5$593,463$49,304$9,861iApproximate average salary by contribution assumption: employee only about $246,520 at 4% or $164,347 at 6%; with 50% employer match about $164,347 at 4% or $109,564 at 6%; with 100% employer match about $123,260 at 4% or $82,173 at 6%.
201315$507,178$43,473$8,695iApproximate average salary by contribution assumption: employee only about $217,365 at 4% or $144,910 at 6%; with 50% employer match about $144,910 at 4% or $96,607 at 6%; with 100% employer match about $108,683 at 4% or $72,455 at 6%.
Ivey, Jacobson & Stone 401(K) Plan-5$507,178$43,473$8,695iApproximate average salary by contribution assumption: employee only about $217,365 at 4% or $144,910 at 6%; with 50% employer match about $144,910 at 4% or $96,607 at 6%; with 100% employer match about $108,683 at 4% or $72,455 at 6%.
201216$407,331$37,809$6,302iApproximate average salary by contribution assumption: employee only about $157,538 at 4% or $105,025 at 6%; with 50% employer match about $105,025 at 4% or $70,017 at 6%; with 100% employer match about $78,769 at 4% or $52,513 at 6%.
Ivey, Jacobson & Stone 401(K) Plan-6$407,331$37,809$6,302iApproximate average salary by contribution assumption: employee only about $157,538 at 4% or $105,025 at 6%; with 50% employer match about $105,025 at 4% or $70,017 at 6%; with 100% employer match about $78,769 at 4% or $52,513 at 6%.
201127$717,648$98,284$14,041iApproximate average salary by contribution assumption: employee only about $351,014 at 4% or $234,010 at 6%; with 50% employer match about $234,010 at 4% or $156,006 at 6%; with 100% employer match about $175,507 at 4% or $117,005 at 6%.
Ivey, Jacobson & Stone 401(K) Plan-7$358,824$49,142$7,020iApproximate average salary by contribution assumption: employee only about $175,507 at 4% or $117,005 at 6%; with 50% employer match about $117,005 at 4% or $78,003 at 6%; with 100% employer match about $87,754 at 4% or $58,502 at 6%.
Ivey, Jacobson & Stone 401(K) Plan-7$358,824$49,142$7,020iApproximate average salary by contribution assumption: employee only about $175,507 at 4% or $117,005 at 6%; with 50% employer match about $117,005 at 4% or $78,003 at 6%; with 100% employer match about $87,754 at 4% or $58,502 at 6%.
201016$310,005$38,515$6,419iApproximate average salary by contribution assumption: employee only about $160,479 at 4% or $106,986 at 6%; with 50% employer match about $106,986 at 4% or $71,324 at 6%; with 100% employer match about $80,240 at 4% or $53,493 at 6%.
Ivey, Jacobson & Stone 401(K) Plan-6$310,005$38,515$6,419iApproximate average salary by contribution assumption: employee only about $160,479 at 4% or $106,986 at 6%; with 50% employer match about $106,986 at 4% or $71,324 at 6%; with 100% employer match about $80,240 at 4% or $53,493 at 6%.
200915$253,622$35,251$7,050iApproximate average salary by contribution assumption: employee only about $176,255 at 4% or $117,503 at 6%; with 50% employer match about $117,503 at 4% or $78,336 at 6%; with 100% employer match about $88,128 at 4% or $58,752 at 6%.
Ivey, Jacobson & Stone 401(K) Plan-5$253,622$35,251$7,050iApproximate average salary by contribution assumption: employee only about $176,255 at 4% or $117,503 at 6%; with 50% employer match about $117,503 at 4% or $78,336 at 6%; with 100% employer match about $88,128 at 4% or $58,752 at 6%.
200814$307,253$42,520$10,630iApproximate average salary by contribution assumption: employee only about $265,750 at 4% or $177,167 at 6%; with 50% employer match about $177,167 at 4% or $118,111 at 6%; with 100% employer match about $132,875 at 4% or $88,583 at 6%.
Ivey, Jacobson & Stone 401(K) Plan-4$307,253$42,520$10,630iApproximate average salary by contribution assumption: employee only about $265,750 at 4% or $177,167 at 6%; with 50% employer match about $177,167 at 4% or $118,111 at 6%; with 100% employer match about $132,875 at 4% or $88,583 at 6%.
200718$0$0-
Ivey, Jacobson & Stone 401(K) Plan-8---
200618$230,362$67,876$8,485iApproximate average salary by contribution assumption: employee only about $212,113 at 4% or $141,408 at 6%; with 50% employer match about $141,408 at 4% or $94,272 at 6%; with 100% employer match about $106,056 at 4% or $70,704 at 6%.
Ivey, Jacobson & Stone 401(K) Plan-8$230,362$67,876$8,485iApproximate average salary by contribution assumption: employee only about $212,113 at 4% or $141,408 at 6%; with 50% employer match about $141,408 at 4% or $94,272 at 6%; with 100% employer match about $106,056 at 4% or $70,704 at 6%.
200516$153,748$61,865$10,311iApproximate average salary by contribution assumption: employee only about $257,771 at 4% or $171,847 at 6%; with 50% employer match about $171,847 at 4% or $114,565 at 6%; with 100% employer match about $128,885 at 4% or $85,924 at 6%.
Ivey, Jacobson & Stone 401(K) Plan-6$153,748$61,865$10,311iApproximate average salary by contribution assumption: employee only about $257,771 at 4% or $171,847 at 6%; with 50% employer match about $171,847 at 4% or $114,565 at 6%; with 100% employer match about $128,885 at 4% or $85,924 at 6%.
200415$91,511$50,994$10,199iApproximate average salary by contribution assumption: employee only about $254,970 at 4% or $169,980 at 6%; with 50% employer match about $169,980 at 4% or $113,320 at 6%; with 100% employer match about $127,485 at 4% or $84,990 at 6%.
Ivey, Jacobson & Stone 401(K) Plan-5$91,511$50,994$10,199iApproximate average salary by contribution assumption: employee only about $254,970 at 4% or $169,980 at 6%; with 50% employer match about $169,980 at 4% or $113,320 at 6%; with 100% employer match about $127,485 at 4% or $84,990 at 6%.
200315$0$0-
Ivey, Jacobson & Stone 401(K) Plan-5---