Jones & Associates Inc.
Plan context: Employees 401K Plan of Jones & Associates Inc.
EIN 95-3583143 • 5 filings • 2 plans
Current Snapshot
Latest Year
2003
2003 Participants
124
2003 Assets
$10,501,503
2003 Contributions
$639,466
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 124 | $0 | $0 | - |
| JONES & ASSOCIATES EMPLOYEE FLEXIBLE CONTRIBUTION PLAN | - | 124 | - | - | - |
| 2002 | 1 | 93 | $0 | $0 | - |
| Employees 401K Plan of Jones & Associates Inc. | - | 93 | - | - | - |
| 2001 | 1 | 86 | $0 | $0 | - |
| Employees 401K Plan of Jones & Associates Inc. | - | 86 | - | - | - |
| 2000 | 1 | 74 | $10,501,503 | $639,466 | $8,641iApproximate average salary by contribution assumption: employee only about $216,036 at 4% or $144,024 at 6%; with 50% employer match about $144,024 at 4% or $96,016 at 6%; with 100% employer match about $108,018 at 4% or $72,012 at 6%. |
| Employees 401K Plan of Jones & Associates Inc. | - | 74 | $10,501,503 | $639,466 | $8,641iApproximate average salary by contribution assumption: employee only about $216,036 at 4% or $144,024 at 6%; with 50% employer match about $144,024 at 4% or $96,016 at 6%; with 100% employer match about $108,018 at 4% or $72,012 at 6%. |
| 1999 | 1 | 70 | $9,751,232 | $1,174,541 | $16,779iApproximate average salary by contribution assumption: employee only about $419,479 at 4% or $279,653 at 6%; with 50% employer match about $279,653 at 4% or $186,435 at 6%; with 100% employer match about $209,739 at 4% or $139,826 at 6%. |
| Employees 401K Plan of Jones & Associates Inc. | - | 70 | $9,751,232 | $1,174,541 | $16,779iApproximate average salary by contribution assumption: employee only about $419,479 at 4% or $279,653 at 6%; with 50% employer match about $279,653 at 4% or $186,435 at 6%; with 100% employer match about $209,739 at 4% or $139,826 at 6%. |