Civic Intelligence

Jb Oxford Holdings Inc.

Plan context: Jb Oxford 401K Plan

EIN 95-4099866 • 12 filings • 3 plans

Current Snapshot

Latest Year

2006

2006 Participants

5

2006 Assets

$541,445

2006 Contributions

$63,999

Historical Graphs

Total Assets Over Time

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

$2,559,860$1,279,930$0199920032006YearValue
$541,445Latest year 2006

Participants Over Time

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

4252130199920032006YearValue
5Latest year 2006

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
200615$541,445$63,999$12,800iApproximate average salary by contribution assumption: employee only about $319,995 at 4% or $213,330 at 6%; with 50% employer match about $213,330 at 4% or $142,220 at 6%; with 100% employer match about $159,998 at 4% or $106,665 at 6%.
Jb Oxford 401K Plan-5$541,445$63,999$12,800iApproximate average salary by contribution assumption: employee only about $319,995 at 4% or $213,330 at 6%; with 50% employer match about $213,330 at 4% or $142,220 at 6%; with 100% employer match about $159,998 at 4% or $106,665 at 6%.
200518$531,454$48,429$6,054iApproximate average salary by contribution assumption: employee only about $151,341 at 4% or $100,894 at 6%; with 50% employer match about $100,894 at 4% or $67,263 at 6%; with 100% employer match about $75,670 at 4% or $50,447 at 6%.
Jb Oxford 401K Plan-8$531,454$48,429$6,054iApproximate average salary by contribution assumption: employee only about $151,341 at 4% or $100,894 at 6%; with 50% employer match about $100,894 at 4% or $67,263 at 6%; with 100% employer match about $75,670 at 4% or $50,447 at 6%.
2004110$568,414$210,050$21,005iApproximate average salary by contribution assumption: employee only about $525,125 at 4% or $350,083 at 6%; with 50% employer match about $350,083 at 4% or $233,389 at 6%; with 100% employer match about $262,563 at 4% or $175,042 at 6%.
Jb Oxford 401K Plan-10$568,414$210,050$21,005iApproximate average salary by contribution assumption: employee only about $525,125 at 4% or $350,083 at 6%; with 50% employer match about $350,083 at 4% or $233,389 at 6%; with 100% employer match about $262,563 at 4% or $175,042 at 6%.
2003178$1,170,386$357,710$4,586iApproximate average salary by contribution assumption: employee only about $114,651 at 4% or $76,434 at 6%; with 50% employer match about $76,434 at 4% or $50,956 at 6%; with 100% employer match about $57,325 at 4% or $38,217 at 6%.
Jb Oxford 401K Plan-78$1,170,386$357,710$4,586iApproximate average salary by contribution assumption: employee only about $114,651 at 4% or $76,434 at 6%; with 50% employer match about $76,434 at 4% or $50,956 at 6%; with 100% employer match about $57,325 at 4% or $38,217 at 6%.
20022124$1,015,026$225,228$1,816iApproximate average salary by contribution assumption: employee only about $45,409 at 4% or $30,273 at 6%; with 50% employer match about $30,273 at 4% or $20,182 at 6%; with 100% employer match about $22,704 at 4% or $15,136 at 6%.
Jb Oxford 401K Plan-115$977,880$225,228$1,959iApproximate average salary by contribution assumption: employee only about $48,963 at 4% or $32,642 at 6%; with 50% employer match about $32,642 at 4% or $21,761 at 6%; with 100% employer match about $24,481 at 4% or $16,321 at 6%.
Jb Oxford Holdings Inc. Employee Stock Ownership Plan-124$37,146--
20012148$1,675,418$405,272$2,738iApproximate average salary by contribution assumption: employee only about $68,458 at 4% or $45,639 at 6%; with 50% employer match about $45,639 at 4% or $30,426 at 6%; with 100% employer match about $34,229 at 4% or $22,819 at 6%.
Jb Oxford 401K Plan-148$1,638,272$405,272$2,738iApproximate average salary by contribution assumption: employee only about $68,458 at 4% or $45,639 at 6%; with 50% employer match about $45,639 at 4% or $30,426 at 6%; with 100% employer match about $34,229 at 4% or $22,819 at 6%.
Jb Oxford Holdings Inc. Employee Stock Ownership Plan-124$37,146--
20002425$2,155,206$881,235$2,073iApproximate average salary by contribution assumption: employee only about $51,837 at 4% or $34,558 at 6%; with 50% employer match about $34,558 at 4% or $23,039 at 6%; with 100% employer match about $25,919 at 4% or $17,279 at 6%.
Jb Oxford 401K Plan-425$2,049,741$881,235$2,073iApproximate average salary by contribution assumption: employee only about $51,837 at 4% or $34,558 at 6%; with 50% employer match about $34,558 at 4% or $23,039 at 6%; with 100% employer match about $25,919 at 4% or $17,279 at 6%.
Jb Oxford Holdings Inc. Employee Stock Ownership Plan-164$105,465--
19992348$2,559,860$606,668$1,743iApproximate average salary by contribution assumption: employee only about $43,582 at 4% or $29,055 at 6%; with 50% employer match about $29,055 at 4% or $19,370 at 6%; with 100% employer match about $21,791 at 4% or $14,527 at 6%.
Jb Oxford 401K Plan-348$2,054,106$606,668$1,743iApproximate average salary by contribution assumption: employee only about $43,582 at 4% or $29,055 at 6%; with 50% employer match about $29,055 at 4% or $19,370 at 6%; with 100% employer match about $21,791 at 4% or $14,527 at 6%.
Jb Oxford Holdings Inc. Employee Stock Ownership Plan-175$505,754--