Jones Bothwell & Dion LLP
Plan context: Jones Bothwell & Dion LLP 401K Profit Sharing Plan
EIN 94-3339804 • Mill Valley, CA • 24 filings • 5 plans
Current Snapshot
Latest Year
2018
2018 Participants
7
2018 Assets
$886,720
2018 Contributions
$159,366
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Jones Bothwell & Dion LLP 401K Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2017 | 1 | 7 | $886,720 | $159,366 | $22,767iApproximate average salary by contribution assumption: employee only about $569,164 at 4% or $379,443 at 6%; with 50% employer match about $379,443 at 4% or $252,962 at 6%; with 100% employer match about $284,582 at 4% or $189,721 at 6%. |
| Jones Bothwell & Dion LLP 401K Profit Sharing Plan | - | 7 | $886,720 | $159,366 | $22,767iApproximate average salary by contribution assumption: employee only about $569,164 at 4% or $379,443 at 6%; with 50% employer match about $379,443 at 4% or $252,962 at 6%; with 100% employer match about $284,582 at 4% or $189,721 at 6%. |
| 2016 | 1 | 6 | $1,325,525 | $236,126 | $39,354iApproximate average salary by contribution assumption: employee only about $983,858 at 4% or $655,906 at 6%; with 50% employer match about $655,906 at 4% or $437,270 at 6%; with 100% employer match about $491,929 at 4% or $327,953 at 6%. |
| Jones Bothwell & Dion LLP 401K Profit Sharing Plan | - | 6 | $1,325,525 | $236,126 | $39,354iApproximate average salary by contribution assumption: employee only about $983,858 at 4% or $655,906 at 6%; with 50% employer match about $655,906 at 4% or $437,270 at 6%; with 100% employer match about $491,929 at 4% or $327,953 at 6%. |
| 2015 | 1 | 6 | $1,130,548 | $223,650 | $37,275iApproximate average salary by contribution assumption: employee only about $931,875 at 4% or $621,250 at 6%; with 50% employer match about $621,250 at 4% or $414,167 at 6%; with 100% employer match about $465,938 at 4% or $310,625 at 6%. |
| Jones Bothwell & Dion LLP 401K Profit Sharing Plan | - | 6 | $1,130,548 | $223,650 | $37,275iApproximate average salary by contribution assumption: employee only about $931,875 at 4% or $621,250 at 6%; with 50% employer match about $621,250 at 4% or $414,167 at 6%; with 100% employer match about $465,938 at 4% or $310,625 at 6%. |
| 2014 | 1 | 5 | $1,590,192 | $147,474 | $29,495iApproximate average salary by contribution assumption: employee only about $737,370 at 4% or $491,580 at 6%; with 50% employer match about $491,580 at 4% or $327,720 at 6%; with 100% employer match about $368,685 at 4% or $245,790 at 6%. |
| Jones Bothwell & Dion LLP 401K Profit Sharing Plan | - | 5 | $1,590,192 | $147,474 | $29,495iApproximate average salary by contribution assumption: employee only about $737,370 at 4% or $491,580 at 6%; with 50% employer match about $491,580 at 4% or $327,720 at 6%; with 100% employer match about $368,685 at 4% or $245,790 at 6%. |
| 2013 | 1 | 5 | $1,474,489 | $47,460 | $9,492iApproximate average salary by contribution assumption: employee only about $237,300 at 4% or $158,200 at 6%; with 50% employer match about $158,200 at 4% or $105,467 at 6%; with 100% employer match about $118,650 at 4% or $79,100 at 6%. |
| Jones Bothwell & Dion LLP 401K Profit Sharing Plan | - | 5 | $1,474,489 | $47,460 | $9,492iApproximate average salary by contribution assumption: employee only about $237,300 at 4% or $158,200 at 6%; with 50% employer match about $158,200 at 4% or $105,467 at 6%; with 100% employer match about $118,650 at 4% or $79,100 at 6%. |
| 2012 | 1 | 5 | $1,258,856 | $71,235 | $14,247iApproximate average salary by contribution assumption: employee only about $356,175 at 4% or $237,450 at 6%; with 50% employer match about $237,450 at 4% or $158,300 at 6%; with 100% employer match about $178,088 at 4% or $118,725 at 6%. |
| Jones Bothwell & Dion LLP 401K Profit Sharing Plan | - | 5 | $1,258,856 | $71,235 | $14,247iApproximate average salary by contribution assumption: employee only about $356,175 at 4% or $237,450 at 6%; with 50% employer match about $237,450 at 4% or $158,300 at 6%; with 100% employer match about $178,088 at 4% or $118,725 at 6%. |
| 2011 | 1 | 5 | $1,218,348 | $72,755 | $14,551iApproximate average salary by contribution assumption: employee only about $363,775 at 4% or $242,517 at 6%; with 50% employer match about $242,517 at 4% or $161,678 at 6%; with 100% employer match about $181,888 at 4% or $121,258 at 6%. |
| Jones Bothwell & Dion LLP 401K Profit Sharing Plan | - | 5 | $1,218,348 | $72,755 | $14,551iApproximate average salary by contribution assumption: employee only about $363,775 at 4% or $242,517 at 6%; with 50% employer match about $242,517 at 4% or $161,678 at 6%; with 100% employer match about $181,888 at 4% or $121,258 at 6%. |
| 2010 | 1 | 5 | $1,081,829 | $59,571 | $11,914iApproximate average salary by contribution assumption: employee only about $297,855 at 4% or $198,570 at 6%; with 50% employer match about $198,570 at 4% or $132,380 at 6%; with 100% employer match about $148,928 at 4% or $99,285 at 6%. |
| Jones Bothwell & Dion LLP 401K Profit Sharing Plan | - | 5 | $1,081,829 | $59,571 | $11,914iApproximate average salary by contribution assumption: employee only about $297,855 at 4% or $198,570 at 6%; with 50% employer match about $198,570 at 4% or $132,380 at 6%; with 100% employer match about $148,928 at 4% or $99,285 at 6%. |
| 2009 | 1 | 5 | $950,895 | $61,870 | $12,374iApproximate average salary by contribution assumption: employee only about $309,350 at 4% or $206,233 at 6%; with 50% employer match about $206,233 at 4% or $137,489 at 6%; with 100% employer match about $154,675 at 4% or $103,117 at 6%. |
| Jones Bothwell & Dion LLP 401K Profit Sharing Plan | - | 5 | $950,895 | $61,870 | $12,374iApproximate average salary by contribution assumption: employee only about $309,350 at 4% or $206,233 at 6%; with 50% employer match about $206,233 at 4% or $137,489 at 6%; with 100% employer match about $154,675 at 4% or $103,117 at 6%. |
| 2008 | 1 | 5 | $816,787 | $61,068 | $12,214iApproximate average salary by contribution assumption: employee only about $305,340 at 4% or $203,560 at 6%; with 50% employer match about $203,560 at 4% or $135,707 at 6%; with 100% employer match about $152,670 at 4% or $101,780 at 6%. |
| Jones Bothwell & Dion LLP 401K Profit Sharing Plan | - | 5 | $816,787 | $61,068 | $12,214iApproximate average salary by contribution assumption: employee only about $305,340 at 4% or $203,560 at 6%; with 50% employer match about $203,560 at 4% or $135,707 at 6%; with 100% employer match about $152,670 at 4% or $101,780 at 6%. |
| 2007 | 1 | 5 | $842,603 | $65,221 | $13,044iApproximate average salary by contribution assumption: employee only about $326,105 at 4% or $217,403 at 6%; with 50% employer match about $217,403 at 4% or $144,936 at 6%; with 100% employer match about $163,053 at 4% or $108,702 at 6%. |
| Jones Bothwell & Dion LLP 401K Profit Sharing Plan | - | 5 | $842,603 | $65,221 | $13,044iApproximate average salary by contribution assumption: employee only about $326,105 at 4% or $217,403 at 6%; with 50% employer match about $217,403 at 4% or $144,936 at 6%; with 100% employer match about $163,053 at 4% or $108,702 at 6%. |
| 2006 | 1 | 4 | $716,507 | $65,721 | $16,430iApproximate average salary by contribution assumption: employee only about $410,756 at 4% or $273,838 at 6%; with 50% employer match about $273,838 at 4% or $182,558 at 6%; with 100% employer match about $205,378 at 4% or $136,919 at 6%. |
| Jones Bothwell & Dion LLP 401K Profit Sharing Plan | - | 4 | $716,507 | $65,721 | $16,430iApproximate average salary by contribution assumption: employee only about $410,756 at 4% or $273,838 at 6%; with 50% employer match about $273,838 at 4% or $182,558 at 6%; with 100% employer match about $205,378 at 4% or $136,919 at 6%. |
| 2005 | 1 | 4 | $601,829 | $72,750 | $18,188iApproximate average salary by contribution assumption: employee only about $454,688 at 4% or $303,125 at 6%; with 50% employer match about $303,125 at 4% or $202,083 at 6%; with 100% employer match about $227,344 at 4% or $151,563 at 6%. |
| Jones Bothwell & Dion LLP 401K Profit Sharing Plan | - | 4 | $601,829 | $72,750 | $18,188iApproximate average salary by contribution assumption: employee only about $454,688 at 4% or $303,125 at 6%; with 50% employer match about $303,125 at 4% or $202,083 at 6%; with 100% employer match about $227,344 at 4% or $151,563 at 6%. |
| 2004 | 1 | 4 | $505,674 | $94,640 | $23,660iApproximate average salary by contribution assumption: employee only about $591,500 at 4% or $394,333 at 6%; with 50% employer match about $394,333 at 4% or $262,889 at 6%; with 100% employer match about $295,750 at 4% or $197,167 at 6%. |
| Jones Bothwell & Dion LLP 401K Profit Sharing Plan | - | 4 | $505,674 | $94,640 | $23,660iApproximate average salary by contribution assumption: employee only about $591,500 at 4% or $394,333 at 6%; with 50% employer match about $394,333 at 4% or $262,889 at 6%; with 100% employer match about $295,750 at 4% or $197,167 at 6%. |
| 2003 | 1 | 3 | $390,020 | $100,211 | $33,404iApproximate average salary by contribution assumption: employee only about $835,092 at 4% or $556,728 at 6%; with 50% employer match about $556,728 at 4% or $371,152 at 6%; with 100% employer match about $417,546 at 4% or $278,364 at 6%. |
| Jones Bothwell & Dion LLP 401K Profit Sharing Plan | - | 3 | $390,020 | $100,211 | $33,404iApproximate average salary by contribution assumption: employee only about $835,092 at 4% or $556,728 at 6%; with 50% employer match about $556,728 at 4% or $371,152 at 6%; with 100% employer match about $417,546 at 4% or $278,364 at 6%. |
| 2002 | 2 | 3 | $279,001 | $79,185 | $26,395iApproximate average salary by contribution assumption: employee only about $659,875 at 4% or $439,917 at 6%; with 50% employer match about $439,917 at 4% or $293,278 at 6%; with 100% employer match about $329,938 at 4% or $219,958 at 6%. |
| Jones Bothwell & Dion LLP 401K Profit Sharing Plan | - | 3 | $279,001 | $79,185 | $26,395iApproximate average salary by contribution assumption: employee only about $659,875 at 4% or $439,917 at 6%; with 50% employer match about $439,917 at 4% or $293,278 at 6%; with 100% employer match about $329,938 at 4% or $219,958 at 6%. |
| Jones Bothwell & Dion LLP Money Purchase Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 3 | $206,508 | $97,986 | $32,662iApproximate average salary by contribution assumption: employee only about $816,550 at 4% or $544,367 at 6%; with 50% employer match about $544,367 at 4% or $362,911 at 6%; with 100% employer match about $408,275 at 4% or $272,183 at 6%. |
| Jones Bothwell & Dion LLP Money Purchase Pension Plan | - | 3 | $114,711 | $55,164 | $18,388iApproximate average salary by contribution assumption: employee only about $459,700 at 4% or $306,467 at 6%; with 50% employer match about $306,467 at 4% or $204,311 at 6%; with 100% employer match about $229,850 at 4% or $153,233 at 6%. |
| Jones Bothwell & Dion LLP 401K Profit Sharing Plan | - | 3 | $91,797 | $42,822 | $14,274iApproximate average salary by contribution assumption: employee only about $356,850 at 4% or $237,900 at 6%; with 50% employer match about $237,900 at 4% or $158,600 at 6%; with 100% employer match about $178,425 at 4% or $118,950 at 6%. |
| 2000 | 2 | 4 | $106,887 | $95,946 | $23,987iApproximate average salary by contribution assumption: employee only about $599,663 at 4% or $399,775 at 6%; with 50% employer match about $399,775 at 4% or $266,517 at 6%; with 100% employer match about $299,831 at 4% or $199,888 at 6%. |
| Jones Bothwell & Dion LLP Money Purchase Pension Plan | - | 4 | $57,054 | $54,273 | $13,568iApproximate average salary by contribution assumption: employee only about $339,206 at 4% or $226,138 at 6%; with 50% employer match about $226,138 at 4% or $150,758 at 6%; with 100% employer match about $169,603 at 4% or $113,069 at 6%. |
| Jones Bothwell & Dion LLP 401K Profit Sharing Plan | - | 4 | $49,833 | $41,673 | $10,418iApproximate average salary by contribution assumption: employee only about $260,456 at 4% or $173,638 at 6%; with 50% employer match about $173,638 at 4% or $115,758 at 6%; with 100% employer match about $130,228 at 4% or $86,819 at 6%. |
| 1999 | 2 | 4 | $22,870 | $22,870 | $5,718iApproximate average salary by contribution assumption: employee only about $142,938 at 4% or $95,292 at 6%; with 50% employer match about $95,292 at 4% or $63,528 at 6%; with 100% employer match about $71,469 at 4% or $47,646 at 6%. |
| Jones Bothwell & Dion LLP 401K Profit Sharing Plan | - | 4 | $13,722 | $13,722 | $3,431iApproximate average salary by contribution assumption: employee only about $85,763 at 4% or $57,175 at 6%; with 50% employer match about $57,175 at 4% or $38,117 at 6%; with 100% employer match about $42,881 at 4% or $28,588 at 6%. |
| Jones Bothwell & Dion LLP Money Purchase Pension Plan | - | 4 | $9,148 | $9,148 | $2,287iApproximate average salary by contribution assumption: employee only about $57,175 at 4% or $38,117 at 6%; with 50% employer match about $38,117 at 4% or $25,411 at 6%; with 100% employer match about $28,588 at 4% or $19,058 at 6%. |