Hartley E. Jackson III, Accountant Inc.
Plan context: Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust
EIN 95-3445811 • South Pasadena, CA • 28 filings • 8 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$2,017,646
2025 Contributions
$21,000
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 1 | $2,017,646 | $0 | - |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | $2,017,646 | - | - |
| 2024 | 1 | 1 | $2,169,931 | $0 | - |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | $2,169,931 | - | - |
| 2023 | 1 | 1 | $2,130,741 | $0 | - |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | $2,130,741 | - | - |
| 2022 | 1 | 1 | $2,115,821 | $0 | - |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | $2,115,821 | - | - |
| 2021 | 1 | 1 | $2,495,967 | $0 | - |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | $2,495,967 | - | - |
| 2020 | 1 | 1 | $2,531,819 | $0 | - |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | $2,531,819 | - | - |
| 2019 | 1 | 1 | $2,560,215 | $0 | - |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | $2,560,215 | - | - |
| 2018 | 1 | 1 | $2,469,876 | $21,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | $2,469,876 | $21,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| 2017 | 1 | 1 | $2,513,450 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | $2,513,450 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2016 | 1 | 1 | $2,512,280 | $22,700 | $22,700iApproximate average salary by contribution assumption: employee only about $567,500 at 4% or $378,333 at 6%; with 50% employer match about $378,333 at 4% or $252,222 at 6%; with 100% employer match about $283,750 at 4% or $189,167 at 6%. |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | $2,512,280 | $22,700 | $22,700iApproximate average salary by contribution assumption: employee only about $567,500 at 4% or $378,333 at 6%; with 50% employer match about $378,333 at 4% or $252,222 at 6%; with 100% employer match about $283,750 at 4% or $189,167 at 6%. |
| 2015 | 1 | 1 | $2,494,903 | $23,125 | $23,125iApproximate average salary by contribution assumption: employee only about $578,125 at 4% or $385,417 at 6%; with 50% employer match about $385,417 at 4% or $256,944 at 6%; with 100% employer match about $289,063 at 4% or $192,708 at 6%. |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | $2,494,903 | $23,125 | $23,125iApproximate average salary by contribution assumption: employee only about $578,125 at 4% or $385,417 at 6%; with 50% employer match about $385,417 at 4% or $256,944 at 6%; with 100% employer match about $289,063 at 4% or $192,708 at 6%. |
| 2014 | 1 | 1 | $2,405,656 | $18,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | $2,405,656 | $18,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| 2013 | 1 | 1 | $2,251,539 | $24,900 | $24,900iApproximate average salary by contribution assumption: employee only about $622,500 at 4% or $415,000 at 6%; with 50% employer match about $415,000 at 4% or $276,667 at 6%; with 100% employer match about $311,250 at 4% or $207,500 at 6%. |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | $2,251,539 | $24,900 | $24,900iApproximate average salary by contribution assumption: employee only about $622,500 at 4% or $415,000 at 6%; with 50% employer match about $415,000 at 4% or $276,667 at 6%; with 100% employer match about $311,250 at 4% or $207,500 at 6%. |
| 2012 | 1 | 1 | $2,169,127 | $26,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | $2,169,127 | $26,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| 2011 | 1 | 1 | $2,116,976 | $31,750 | $31,750iApproximate average salary by contribution assumption: employee only about $793,750 at 4% or $529,167 at 6%; with 50% employer match about $529,167 at 4% or $352,778 at 6%; with 100% employer match about $396,875 at 4% or $264,583 at 6%. |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | $2,116,976 | $31,750 | $31,750iApproximate average salary by contribution assumption: employee only about $793,750 at 4% or $529,167 at 6%; with 50% employer match about $529,167 at 4% or $352,778 at 6%; with 100% employer match about $396,875 at 4% or $264,583 at 6%. |
| 2010 | 1 | 1 | $2,087,761 | $34,625 | $34,625iApproximate average salary by contribution assumption: employee only about $865,625 at 4% or $577,083 at 6%; with 50% employer match about $577,083 at 4% or $384,722 at 6%; with 100% employer match about $432,813 at 4% or $288,542 at 6%. |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | $2,087,761 | $34,625 | $34,625iApproximate average salary by contribution assumption: employee only about $865,625 at 4% or $577,083 at 6%; with 50% employer match about $577,083 at 4% or $384,722 at 6%; with 100% employer match about $432,813 at 4% or $288,542 at 6%. |
| 2009 | 1 | 1 | $1,973,788 | $32,750 | $32,750iApproximate average salary by contribution assumption: employee only about $818,750 at 4% or $545,833 at 6%; with 50% employer match about $545,833 at 4% or $363,889 at 6%; with 100% employer match about $409,375 at 4% or $272,917 at 6%. |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | $1,973,788 | $32,750 | $32,750iApproximate average salary by contribution assumption: employee only about $818,750 at 4% or $545,833 at 6%; with 50% employer match about $545,833 at 4% or $363,889 at 6%; with 100% employer match about $409,375 at 4% or $272,917 at 6%. |
| 2008 | 1 | 1 | $1,787,786 | $39,500 | $39,500iApproximate average salary by contribution assumption: employee only about $987,500 at 4% or $658,333 at 6%; with 50% employer match about $658,333 at 4% or $438,889 at 6%; with 100% employer match about $493,750 at 4% or $329,167 at 6%. |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | $1,787,786 | $39,500 | $39,500iApproximate average salary by contribution assumption: employee only about $987,500 at 4% or $658,333 at 6%; with 50% employer match about $658,333 at 4% or $438,889 at 6%; with 100% employer match about $493,750 at 4% or $329,167 at 6%. |
| 2007 | 2 | 1 | $3,598,010 | $70,800 | $70,800iApproximate average salary by contribution assumption: employee only about $1,770,000 at 4% or $1,180,000 at 6%; with 50% employer match about $1,180,000 at 4% or $786,667 at 6%; with 100% employer match about $885,000 at 4% or $590,000 at 6%. |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | $1,799,005 | $35,400 | $35,400iApproximate average salary by contribution assumption: employee only about $885,000 at 4% or $590,000 at 6%; with 50% employer match about $590,000 at 4% or $393,333 at 6%; with 100% employer match about $442,500 at 4% or $295,000 at 6%. |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 0 | $1,799,005 | $35,400 | - |
| 2006 | 1 | 0 | $1,731,293 | $36,000 | - |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 0 | $1,731,293 | $36,000 | - |
| 2005 | 1 | 0 | $1,514,273 | $35,000 | - |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 0 | $1,514,273 | $35,000 | - |
| 2004 | 1 | 0 | $1,386,528 | $33,900 | - |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 0 | $1,386,528 | $33,900 | - |
| 2003 | 1 | 0 | $1,266,067 | $36,250 | - |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 0 | $1,266,067 | $36,250 | - |
| 2002 | 1 | 1 | $1,151,204 | $46,750 | $46,750iApproximate average salary by contribution assumption: employee only about $1,168,750 at 4% or $779,167 at 6%; with 50% employer match about $779,167 at 4% or $519,444 at 6%; with 100% employer match about $584,375 at 4% or $389,583 at 6%. |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | $1,151,204 | $46,750 | $46,750iApproximate average salary by contribution assumption: employee only about $1,168,750 at 4% or $779,167 at 6%; with 50% employer match about $779,167 at 4% or $519,444 at 6%; with 100% employer match about $584,375 at 4% or $389,583 at 6%. |
| 2001 | 1 | 1 | $0 | $0 | - |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | - | - | - |
| 2000 | 1 | 1 | $940,921 | $29,500 | $29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%. |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | $940,921 | $29,500 | $29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%. |
| 1999 | 1 | 1 | $820,996 | $40,250 | $40,250iApproximate average salary by contribution assumption: employee only about $1,006,250 at 4% or $670,833 at 6%; with 50% employer match about $670,833 at 4% or $447,222 at 6%; with 100% employer match about $503,125 at 4% or $335,417 at 6%. |
| Hartley E. Jackson III, Accountant Inc. Profit Sharing Plan and Trust | - | 1 | $820,996 | $40,250 | $40,250iApproximate average salary by contribution assumption: employee only about $1,006,250 at 4% or $670,833 at 6%; with 50% employer match about $670,833 at 4% or $447,222 at 6%; with 100% employer match about $503,125 at 4% or $335,417 at 6%. |