Civic Intelligence

Jackson & Jackson Insurance

Plan context: Jackson & Jackson Insurance 401(K) Profit Sharing Plan

EIN 95-3508365 • Glendora, CA • 26 filings • 4 plans

303 W. Foothill Blvd. - Suite 17Glendora, CA 91741
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$360,310

2024 Contributions

$24,100

Historical Graphs

Total Assets Over Time

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

$970,816$485,408$0199920142024YearValue
$360,310Latest year 2024

Participants Over Time

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

1680199920122024YearValue
7Latest year 2024

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
202417$360,310$24,100$3,443iApproximate average salary by contribution assumption: employee only about $86,071 at 4% or $57,381 at 6%; with 50% employer match about $57,381 at 4% or $38,254 at 6%; with 100% employer match about $43,036 at 4% or $28,690 at 6%.
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-7$360,310$24,100$3,443iApproximate average salary by contribution assumption: employee only about $86,071 at 4% or $57,381 at 6%; with 50% employer match about $57,381 at 4% or $38,254 at 6%; with 100% employer match about $43,036 at 4% or $28,690 at 6%.
202317$279,306$10,994$1,571iApproximate average salary by contribution assumption: employee only about $39,264 at 4% or $26,176 at 6%; with 50% employer match about $26,176 at 4% or $17,451 at 6%; with 100% employer match about $19,632 at 4% or $13,088 at 6%.
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-7$279,306$10,994$1,571iApproximate average salary by contribution assumption: employee only about $39,264 at 4% or $26,176 at 6%; with 50% employer match about $26,176 at 4% or $17,451 at 6%; with 100% employer match about $19,632 at 4% or $13,088 at 6%.
202217$211,783$16,700$2,386iApproximate average salary by contribution assumption: employee only about $59,643 at 4% or $39,762 at 6%; with 50% employer match about $39,762 at 4% or $26,508 at 6%; with 100% employer match about $29,821 at 4% or $19,881 at 6%.
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-7$211,783$16,700$2,386iApproximate average salary by contribution assumption: employee only about $59,643 at 4% or $39,762 at 6%; with 50% employer match about $39,762 at 4% or $26,508 at 6%; with 100% employer match about $29,821 at 4% or $19,881 at 6%.
202117$262,466$16,800$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-7$262,466$16,800$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
202017$210,885$20,625$2,946iApproximate average salary by contribution assumption: employee only about $73,661 at 4% or $49,107 at 6%; with 50% employer match about $49,107 at 4% or $32,738 at 6%; with 100% employer match about $36,830 at 4% or $24,554 at 6%.
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-7$210,885$20,625$2,946iApproximate average salary by contribution assumption: employee only about $73,661 at 4% or $49,107 at 6%; with 50% employer match about $49,107 at 4% or $32,738 at 6%; with 100% employer match about $36,830 at 4% or $24,554 at 6%.
201918$301,523$26,150$3,269iApproximate average salary by contribution assumption: employee only about $81,719 at 4% or $54,479 at 6%; with 50% employer match about $54,479 at 4% or $36,319 at 6%; with 100% employer match about $40,859 at 4% or $27,240 at 6%.
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-8$301,523$26,150$3,269iApproximate average salary by contribution assumption: employee only about $81,719 at 4% or $54,479 at 6%; with 50% employer match about $54,479 at 4% or $36,319 at 6%; with 100% employer match about $40,859 at 4% or $27,240 at 6%.
201818$373,611$25,305$3,163iApproximate average salary by contribution assumption: employee only about $79,078 at 4% or $52,719 at 6%; with 50% employer match about $52,719 at 4% or $35,146 at 6%; with 100% employer match about $39,539 at 4% or $26,359 at 6%.
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-8$373,611$25,305$3,163iApproximate average salary by contribution assumption: employee only about $79,078 at 4% or $52,719 at 6%; with 50% employer match about $52,719 at 4% or $35,146 at 6%; with 100% employer match about $39,539 at 4% or $26,359 at 6%.
201718$375,746$26,406$3,301iApproximate average salary by contribution assumption: employee only about $82,519 at 4% or $55,013 at 6%; with 50% employer match about $55,013 at 4% or $36,675 at 6%; with 100% employer match about $41,259 at 4% or $27,506 at 6%.
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-8$375,746$26,406$3,301iApproximate average salary by contribution assumption: employee only about $82,519 at 4% or $55,013 at 6%; with 50% employer match about $55,013 at 4% or $36,675 at 6%; with 100% employer match about $41,259 at 4% or $27,506 at 6%.
201617$282,628$23,710$3,387iApproximate average salary by contribution assumption: employee only about $84,679 at 4% or $56,452 at 6%; with 50% employer match about $56,452 at 4% or $37,635 at 6%; with 100% employer match about $42,339 at 4% or $28,226 at 6%.
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-7$282,628$23,710$3,387iApproximate average salary by contribution assumption: employee only about $84,679 at 4% or $56,452 at 6%; with 50% employer match about $56,452 at 4% or $37,635 at 6%; with 100% employer match about $42,339 at 4% or $28,226 at 6%.
201517$247,255$22,003$3,143iApproximate average salary by contribution assumption: employee only about $78,582 at 4% or $52,388 at 6%; with 50% employer match about $52,388 at 4% or $34,925 at 6%; with 100% employer match about $39,291 at 4% or $26,194 at 6%.
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-7$247,255$22,003$3,143iApproximate average salary by contribution assumption: employee only about $78,582 at 4% or $52,388 at 6%; with 50% employer match about $52,388 at 4% or $34,925 at 6%; with 100% employer match about $39,291 at 4% or $26,194 at 6%.
2014112$573,478$73,092$6,091iApproximate average salary by contribution assumption: employee only about $152,275 at 4% or $101,517 at 6%; with 50% employer match about $101,517 at 4% or $67,678 at 6%; with 100% employer match about $76,138 at 4% or $50,758 at 6%.
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-12$573,478$73,092$6,091iApproximate average salary by contribution assumption: employee only about $152,275 at 4% or $101,517 at 6%; with 50% employer match about $101,517 at 4% or $67,678 at 6%; with 100% employer match about $76,138 at 4% or $50,758 at 6%.
2013112$477,465$20,604$1,717iApproximate average salary by contribution assumption: employee only about $42,925 at 4% or $28,617 at 6%; with 50% employer match about $28,617 at 4% or $19,078 at 6%; with 100% employer match about $21,463 at 4% or $14,308 at 6%.
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-12$477,465$20,604$1,717iApproximate average salary by contribution assumption: employee only about $42,925 at 4% or $28,617 at 6%; with 50% employer match about $28,617 at 4% or $19,078 at 6%; with 100% employer match about $21,463 at 4% or $14,308 at 6%.
2012112$418,282$34,609$2,884iApproximate average salary by contribution assumption: employee only about $72,102 at 4% or $48,068 at 6%; with 50% employer match about $48,068 at 4% or $32,045 at 6%; with 100% employer match about $36,051 at 4% or $24,034 at 6%.
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-12$418,282$34,609$2,884iApproximate average salary by contribution assumption: employee only about $72,102 at 4% or $48,068 at 6%; with 50% employer match about $48,068 at 4% or $32,045 at 6%; with 100% employer match about $36,051 at 4% or $24,034 at 6%.
2011113$556,779$41,436$3,187iApproximate average salary by contribution assumption: employee only about $79,685 at 4% or $53,123 at 6%; with 50% employer match about $53,123 at 4% or $35,415 at 6%; with 100% employer match about $39,842 at 4% or $26,562 at 6%.
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-13$556,779$41,436$3,187iApproximate average salary by contribution assumption: employee only about $79,685 at 4% or $53,123 at 6%; with 50% employer match about $53,123 at 4% or $35,415 at 6%; with 100% employer match about $39,842 at 4% or $26,562 at 6%.
2010113$565,184$47,679$3,668iApproximate average salary by contribution assumption: employee only about $91,690 at 4% or $61,127 at 6%; with 50% employer match about $61,127 at 4% or $40,751 at 6%; with 100% employer match about $45,845 at 4% or $30,563 at 6%.
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-13$565,184$47,679$3,668iApproximate average salary by contribution assumption: employee only about $91,690 at 4% or $61,127 at 6%; with 50% employer match about $61,127 at 4% or $40,751 at 6%; with 100% employer match about $45,845 at 4% or $30,563 at 6%.
2009115$476,870$51,562$3,437iApproximate average salary by contribution assumption: employee only about $85,937 at 4% or $57,291 at 6%; with 50% employer match about $57,291 at 4% or $38,194 at 6%; with 100% employer match about $42,968 at 4% or $28,646 at 6%.
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-15$476,870$51,562$3,437iApproximate average salary by contribution assumption: employee only about $85,937 at 4% or $57,291 at 6%; with 50% employer match about $57,291 at 4% or $38,194 at 6%; with 100% employer match about $42,968 at 4% or $28,646 at 6%.
2008115$406,103$76,314$5,088iApproximate average salary by contribution assumption: employee only about $127,190 at 4% or $84,793 at 6%; with 50% employer match about $84,793 at 4% or $56,529 at 6%; with 100% employer match about $63,595 at 4% or $42,397 at 6%.
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-15$406,103$76,314$5,088iApproximate average salary by contribution assumption: employee only about $127,190 at 4% or $84,793 at 6%; with 50% employer match about $84,793 at 4% or $56,529 at 6%; with 100% employer match about $63,595 at 4% or $42,397 at 6%.
2007113$0$0-
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-13---
2006115$970,816$93,998$6,267iApproximate average salary by contribution assumption: employee only about $156,663 at 4% or $104,442 at 6%; with 50% employer match about $104,442 at 4% or $69,628 at 6%; with 100% employer match about $78,332 at 4% or $52,221 at 6%.
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-15$970,816$93,998$6,267iApproximate average salary by contribution assumption: employee only about $156,663 at 4% or $104,442 at 6%; with 50% employer match about $104,442 at 4% or $69,628 at 6%; with 100% employer match about $78,332 at 4% or $52,221 at 6%.
2005114$803,405$96,097$6,864iApproximate average salary by contribution assumption: employee only about $171,602 at 4% or $114,401 at 6%; with 50% employer match about $114,401 at 4% or $76,267 at 6%; with 100% employer match about $85,801 at 4% or $57,201 at 6%.
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-14$803,405$96,097$6,864iApproximate average salary by contribution assumption: employee only about $171,602 at 4% or $114,401 at 6%; with 50% employer match about $114,401 at 4% or $76,267 at 6%; with 100% employer match about $85,801 at 4% or $57,201 at 6%.
2004116$660,312$83,060$5,191iApproximate average salary by contribution assumption: employee only about $129,781 at 4% or $86,521 at 6%; with 50% employer match about $86,521 at 4% or $57,681 at 6%; with 100% employer match about $64,891 at 4% or $43,260 at 6%.
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-16$660,312$83,060$5,191iApproximate average salary by contribution assumption: employee only about $129,781 at 4% or $86,521 at 6%; with 50% employer match about $86,521 at 4% or $57,681 at 6%; with 100% employer match about $64,891 at 4% or $43,260 at 6%.
2003112$509,078$60,989$5,082iApproximate average salary by contribution assumption: employee only about $127,060 at 4% or $84,707 at 6%; with 50% employer match about $84,707 at 4% or $56,471 at 6%; with 100% employer match about $63,530 at 4% or $42,353 at 6%.
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-12$509,078$60,989$5,082iApproximate average salary by contribution assumption: employee only about $127,060 at 4% or $84,707 at 6%; with 50% employer match about $84,707 at 4% or $56,471 at 6%; with 100% employer match about $63,530 at 4% or $42,353 at 6%.
200219$0$0-
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-9---
200117$0$0-
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-7---
200019$0$0-
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-9---
1999114$411,579$67,426$4,816iApproximate average salary by contribution assumption: employee only about $120,404 at 4% or $80,269 at 6%; with 50% employer match about $80,269 at 4% or $53,513 at 6%; with 100% employer match about $60,202 at 4% or $40,135 at 6%.
Jackson & Jackson Insurance 401(K) Profit Sharing Plan-14$411,579$67,426$4,816iApproximate average salary by contribution assumption: employee only about $120,404 at 4% or $80,269 at 6%; with 50% employer match about $80,269 at 4% or $53,513 at 6%; with 100% employer match about $60,202 at 4% or $40,135 at 6%.