Ward D. Jones, Aal, Alc
Plan context: Ward D. Jones, Aal, Alc Profit Sharing Plan
EIN 99-0211841 • 7 filings • 2 plans
Current Snapshot
Latest Year
2005
2005 Participants
1
2005 Assets
$168,581
2005 Contributions
$42,625
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 1 | $168,581 | $42,625 | $42,625iApproximate average salary by contribution assumption: employee only about $1,065,625 at 4% or $710,417 at 6%; with 50% employer match about $710,417 at 4% or $473,611 at 6%; with 100% employer match about $532,813 at 4% or $355,208 at 6%. |
| Ward D. Jones, Aal, Alc Profit Sharing Plan | - | 1 | $168,581 | $42,625 | $42,625iApproximate average salary by contribution assumption: employee only about $1,065,625 at 4% or $710,417 at 6%; with 50% employer match about $710,417 at 4% or $473,611 at 6%; with 100% employer match about $532,813 at 4% or $355,208 at 6%. |
| 2004 | 1 | 1 | $121,344 | $44,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| Ward D. Jones, Aal, Alc Profit Sharing Plan | - | 1 | $121,344 | $44,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| 2003 | 1 | 1 | $76,902 | $14,500 | $14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%. |
| Ward D. Jones, Aal, Alc Profit Sharing Plan | - | 1 | $76,902 | $14,500 | $14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%. |
| 2002 | 1 | 2 | $62,665 | $0 | - |
| Ward D. Jones, Aal, Alc Profit Sharing Plan | - | 2 | $62,665 | - | - |
| 2001 | 1 | 2 | $78,758 | $0 | - |
| Ward D. Jones, Aal, Alc Profit Sharing Plan | - | 2 | $78,758 | - | - |
| 2000 | 1 | 2 | $101,754 | $0 | - |
| Ward D. Jones, Aal, Alc Profit Sharing Plan | - | 2 | $101,754 | - | - |
| 1999 | 1 | 2 | $121,111 | $0 | - |
| Ward D. Jones, Aal, Alc Profit Sharing Plan | - | 2 | $121,111 | - | - |