Civic Intelligence

Davy J Crockett

Plan context: Plan and Trust Edward Jones Investments

EIN 94-2346127 • 10 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$450,258

2008 Contributions

$87,052

Historical Graphs

Total Assets Over Time

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

$693,855$346,928$0199920032008YearValue
$450,258Latest year 2008

Participants Over Time

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

110199920022004YearValue
1Latest year 2004

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
200810$450,258$0-
Plan and Trust Edward Jones Investments-0$450,258--
200710$0$0-
Plan and Trust Edward Jones Investments-0---
200610$693,855$87,052-
Plan and Trust Edward Jones Investments-0$693,855$87,052-
200510$0$0-
Plan and Trust Edward Jones Investments-0---
200411$604,821$106,610$106,610iApproximate average salary by contribution assumption: employee only about $2,665,250 at 4% or $1,776,833 at 6%; with 50% employer match about $1,776,833 at 4% or $1,184,556 at 6%; with 100% employer match about $1,332,625 at 4% or $888,417 at 6%.
Plan and Trust Edward Jones Investments-1$604,821$106,610$106,610iApproximate average salary by contribution assumption: employee only about $2,665,250 at 4% or $1,776,833 at 6%; with 50% employer match about $1,776,833 at 4% or $1,184,556 at 6%; with 100% employer match about $1,332,625 at 4% or $888,417 at 6%.
200311$498,211$0-
Plan and Trust Edward Jones Investments-1$498,211--
200211$493,743$0-
Plan and Trust Edward Jones Investments-1$493,743--
200110$530,216$0-
Plan and Trust Edward Jones Investments-0$530,216--
200011$0$0-
Plan and Trust Edward Jones Investments-1---
199911$533,379$0-
Plan and Trust Edward Jones Investments-1$533,379--
Davy J Crockett | EIN 94-2346127 | 2008 Form 5500 Company Profile