Civic Intelligence

Jackson & Wallace

Plan context: Jackson & Wallace 401K Plan

EIN 94-3092256 • San Jose, CA • 27 filings • 11 plans

3031 Tisch Way, #130San Jose, CA 95128
Current Snapshot

Latest Year

2010

2010 Participants

108

2010 Assets

$3,686,527

2010 Contributions

$133,381

Historical Graphs

Total Assets Over Time

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

$4,124,493$2,062,247$0199920052009YearValue
$3,686,527Latest year 2009

Participants Over Time

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

173870199920052009YearValue
108Latest year 2009

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
201010$0$133,381-
Jackson & Wallace 401K Plan-0-$133,381-
20091108$3,686,527$387,857$3,591iApproximate average salary by contribution assumption: employee only about $89,782 at 4% or $59,854 at 6%; with 50% employer match about $59,854 at 4% or $39,903 at 6%; with 100% employer match about $44,891 at 4% or $29,927 at 6%.
Jackson & Wallace 401K Plan-108$3,686,527$387,857$3,591iApproximate average salary by contribution assumption: employee only about $89,782 at 4% or $59,854 at 6%; with 50% employer match about $59,854 at 4% or $39,903 at 6%; with 100% employer match about $44,891 at 4% or $29,927 at 6%.
20083116$3,022,894$833,806$7,188iApproximate average salary by contribution assumption: employee only about $179,700 at 4% or $119,800 at 6%; with 50% employer match about $119,800 at 4% or $79,866 at 6%; with 100% employer match about $89,850 at 4% or $59,900 at 6%.
Jackson & Wallace 401K Plan-116$3,022,894$833,806$7,188iApproximate average salary by contribution assumption: employee only about $179,700 at 4% or $119,800 at 6%; with 50% employer match about $119,800 at 4% or $79,866 at 6%; with 100% employer match about $89,850 at 4% or $59,900 at 6%.
VISION SERVICE PLAN VISION INSURANCE-107---
GUAROIAN DENTAL-104---
20075144$4,124,493$939,392$6,524iApproximate average salary by contribution assumption: employee only about $163,089 at 4% or $108,726 at 6%; with 50% employer match about $108,726 at 4% or $72,484 at 6%; with 100% employer match about $81,544 at 4% or $54,363 at 6%.
Jackson & Wallace 401K Plan-144$4,124,493$939,392$6,524iApproximate average salary by contribution assumption: employee only about $163,089 at 4% or $108,726 at 6%; with 50% employer match about $108,726 at 4% or $72,484 at 6%; with 100% employer match about $81,544 at 4% or $54,363 at 6%.
UNITED HEALTHCARE INSURANCE COMPANY LIFE INSURANCE-115---
GUARDIAN DENTAL-138---
VISION SERVICE PLAN VISION INSURANCE-125---
STANDARD INSURANCE COMPANY LONG TERM DISABILITY-0---
20066173$4,047,698$1,150,595$6,651iApproximate average salary by contribution assumption: employee only about $166,271 at 4% or $110,847 at 6%; with 50% employer match about $110,847 at 4% or $73,898 at 6%; with 100% employer match about $83,135 at 4% or $55,424 at 6%.
Jackson & Wallace 401K Plan-173$4,047,698$1,150,595$6,651iApproximate average salary by contribution assumption: employee only about $166,271 at 4% or $110,847 at 6%; with 50% employer match about $110,847 at 4% or $73,898 at 6%; with 100% employer match about $83,135 at 4% or $55,424 at 6%.
UNITED HEALTHCARE INSURANCE COMPANY LIFE INSURANCE-135---
PACIFICARE LIFE INSURANCE-0---
STANDARD INSURANCE COMPANY LONG TERM DISABILITY-131---
GUARDIAN DENTAL-138---
VISION SERVICE PLAN VISION INSURANCE-131---
20055161$3,254,491$711,223$4,418iApproximate average salary by contribution assumption: employee only about $110,438 at 4% or $73,626 at 6%; with 50% employer match about $73,626 at 4% or $49,084 at 6%; with 100% employer match about $55,219 at 4% or $36,813 at 6%.
Jackson & Wallace 401K Plan-161$3,254,491$711,223$4,418iApproximate average salary by contribution assumption: employee only about $110,438 at 4% or $73,626 at 6%; with 50% employer match about $73,626 at 4% or $49,084 at 6%; with 100% employer match about $55,219 at 4% or $36,813 at 6%.
Jackson & Wallace 401K Plan-137---
STANDARD INSURANCE COMPANY LONG TERM DISABILITY-137---
VISION CARE-157---
PACIFICARE LIFE INSURANCE PLAN-142---
20041111$2,817,434$599,065$5,397iApproximate average salary by contribution assumption: employee only about $134,925 at 4% or $89,950 at 6%; with 50% employer match about $89,950 at 4% or $59,966 at 6%; with 100% employer match about $67,462 at 4% or $44,975 at 6%.
Jackson & Wallace 401K Plan-111$2,817,434$599,065$5,397iApproximate average salary by contribution assumption: employee only about $134,925 at 4% or $89,950 at 6%; with 50% employer match about $89,950 at 4% or $59,966 at 6%; with 100% employer match about $67,462 at 4% or $44,975 at 6%.
200310$2,123,296$664,570-
Jackson & Wallace 401K Plan-0$2,123,296$664,570-
20021110$1,313,224$292,366$2,658iApproximate average salary by contribution assumption: employee only about $66,447 at 4% or $44,298 at 6%; with 50% employer match about $44,298 at 4% or $29,532 at 6%; with 100% employer match about $33,223 at 4% or $22,149 at 6%.
Jackson & Wallace 401K Plan-110$1,313,224$292,366$2,658iApproximate average salary by contribution assumption: employee only about $66,447 at 4% or $44,298 at 6%; with 50% employer match about $44,298 at 4% or $29,532 at 6%; with 100% employer match about $33,223 at 4% or $22,149 at 6%.
20011109$0$0-
Jackson & Wallace 401K Plan-109---
2000174$0$0-
Jackson & Wallace 401K Plan-74---
1999153$1,262,816$269,337$5,082iApproximate average salary by contribution assumption: employee only about $127,046 at 4% or $84,697 at 6%; with 50% employer match about $84,697 at 4% or $56,465 at 6%; with 100% employer match about $63,523 at 4% or $42,349 at 6%.
Jackson & Wallace 401K Plan-53$1,262,816$269,337$5,082iApproximate average salary by contribution assumption: employee only about $127,046 at 4% or $84,697 at 6%; with 50% employer match about $84,697 at 4% or $56,465 at 6%; with 100% employer match about $63,523 at 4% or $42,349 at 6%.