Civic Intelligence

JK INVESTMENT GROUP

Plan context: JK INVESTMENT GROUP 401(K) PLAN

EIN 01-0569846 • Independence, OH • 14 filings • 1 plans

6050 Oaktree BlvdIndependence, OH 44131
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$1,798,285

2025 Contributions

$190,917

Historical Graphs

Total Assets Over Time

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

$1,798,285$899,143$0201220192025YearValue
$1,798,285Latest year 2025

Participants Over Time

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

1890201220192025YearValue
13Latest year 2025

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
2025113$1,798,285$190,917$14,686iApproximate average salary by contribution assumption: employee only about $367,148 at 4% or $244,765 at 6%; with 50% employer match about $244,765 at 4% or $163,177 at 6%; with 100% employer match about $183,574 at 4% or $122,383 at 6%.
JK INVESTMENT GROUP 401(K) PLAN-13$1,798,285$190,917$14,686iApproximate average salary by contribution assumption: employee only about $367,148 at 4% or $244,765 at 6%; with 50% employer match about $244,765 at 4% or $163,177 at 6%; with 100% employer match about $183,574 at 4% or $122,383 at 6%.
2024113$1,615,329$191,216$14,709iApproximate average salary by contribution assumption: employee only about $367,723 at 4% or $245,149 at 6%; with 50% employer match about $245,149 at 4% or $163,432 at 6%; with 100% employer match about $183,862 at 4% or $122,574 at 6%.
JK INVESTMENT GROUP 401(K) PLAN-13$1,615,329$191,216$14,709iApproximate average salary by contribution assumption: employee only about $367,723 at 4% or $245,149 at 6%; with 50% employer match about $245,149 at 4% or $163,432 at 6%; with 100% employer match about $183,862 at 4% or $122,574 at 6%.
2023116$1,543,195$174,767$10,923iApproximate average salary by contribution assumption: employee only about $273,073 at 4% or $182,049 at 6%; with 50% employer match about $182,049 at 4% or $121,366 at 6%; with 100% employer match about $136,537 at 4% or $91,024 at 6%.
JK INVESTMENT GROUP 401(K) PLAN-16$1,543,195$174,767$10,923iApproximate average salary by contribution assumption: employee only about $273,073 at 4% or $182,049 at 6%; with 50% employer match about $182,049 at 4% or $121,366 at 6%; with 100% employer match about $136,537 at 4% or $91,024 at 6%.
2022118$952,860$142,492$7,916iApproximate average salary by contribution assumption: employee only about $197,906 at 4% or $131,937 at 6%; with 50% employer match about $131,937 at 4% or $87,958 at 6%; with 100% employer match about $98,953 at 4% or $65,969 at 6%.
JK INVESTMENT GROUP 401(K) PLAN-18$952,860$142,492$7,916iApproximate average salary by contribution assumption: employee only about $197,906 at 4% or $131,937 at 6%; with 50% employer match about $131,937 at 4% or $87,958 at 6%; with 100% employer match about $98,953 at 4% or $65,969 at 6%.
2021115$1,432,589$168,223$11,215iApproximate average salary by contribution assumption: employee only about $280,372 at 4% or $186,914 at 6%; with 50% employer match about $186,914 at 4% or $124,610 at 6%; with 100% employer match about $140,186 at 4% or $93,457 at 6%.
JK INVESTMENT GROUP 401(K) PLAN-15$1,432,589$168,223$11,215iApproximate average salary by contribution assumption: employee only about $280,372 at 4% or $186,914 at 6%; with 50% employer match about $186,914 at 4% or $124,610 at 6%; with 100% employer match about $140,186 at 4% or $93,457 at 6%.
202019$1,164,224$138,157$15,351iApproximate average salary by contribution assumption: employee only about $383,769 at 4% or $255,846 at 6%; with 50% employer match about $255,846 at 4% or $170,564 at 6%; with 100% employer match about $191,885 at 4% or $127,923 at 6%.
JK INVESTMENT GROUP 401(K) PLAN-9$1,164,224$138,157$15,351iApproximate average salary by contribution assumption: employee only about $383,769 at 4% or $255,846 at 6%; with 50% employer match about $255,846 at 4% or $170,564 at 6%; with 100% employer match about $191,885 at 4% or $127,923 at 6%.
201919$646,374$128,316$14,257iApproximate average salary by contribution assumption: employee only about $356,433 at 4% or $237,622 at 6%; with 50% employer match about $237,622 at 4% or $158,415 at 6%; with 100% employer match about $178,217 at 4% or $118,811 at 6%.
JK INVESTMENT GROUP 401(K) PLAN-9$646,374$128,316$14,257iApproximate average salary by contribution assumption: employee only about $356,433 at 4% or $237,622 at 6%; with 50% employer match about $237,622 at 4% or $158,415 at 6%; with 100% employer match about $178,217 at 4% or $118,811 at 6%.
201817$268,352$81,198$11,600iApproximate average salary by contribution assumption: employee only about $289,993 at 4% or $193,329 at 6%; with 50% employer match about $193,329 at 4% or $128,886 at 6%; with 100% employer match about $144,996 at 4% or $96,664 at 6%.
JK INVESTMENT GROUP 401(K) PLAN-7$268,352$81,198$11,600iApproximate average salary by contribution assumption: employee only about $289,993 at 4% or $193,329 at 6%; with 50% employer match about $193,329 at 4% or $128,886 at 6%; with 100% employer match about $144,996 at 4% or $96,664 at 6%.
201717$289,031$116,892$16,699iApproximate average salary by contribution assumption: employee only about $417,471 at 4% or $278,314 at 6%; with 50% employer match about $278,314 at 4% or $185,543 at 6%; with 100% employer match about $208,736 at 4% or $139,157 at 6%.
JK INVESTMENT GROUP 401(K) PLAN-7$289,031$116,892$16,699iApproximate average salary by contribution assumption: employee only about $417,471 at 4% or $278,314 at 6%; with 50% employer match about $278,314 at 4% or $185,543 at 6%; with 100% employer match about $208,736 at 4% or $139,157 at 6%.
201615$163,485$47,899$9,580iApproximate average salary by contribution assumption: employee only about $239,495 at 4% or $159,663 at 6%; with 50% employer match about $159,663 at 4% or $106,442 at 6%; with 100% employer match about $119,747 at 4% or $79,832 at 6%.
JK INVESTMENT GROUP 401(K) PLAN-5$163,485$47,899$9,580iApproximate average salary by contribution assumption: employee only about $239,495 at 4% or $159,663 at 6%; with 50% employer match about $159,663 at 4% or $106,442 at 6%; with 100% employer match about $119,747 at 4% or $79,832 at 6%.
201513$348,213$28,271$9,424iApproximate average salary by contribution assumption: employee only about $235,592 at 4% or $157,061 at 6%; with 50% employer match about $157,061 at 4% or $104,707 at 6%; with 100% employer match about $117,796 at 4% or $78,531 at 6%.
JK INVESTMENT GROUP 401(K) PLAN-3$348,213$28,271$9,424iApproximate average salary by contribution assumption: employee only about $235,592 at 4% or $157,061 at 6%; with 50% employer match about $157,061 at 4% or $104,707 at 6%; with 100% employer match about $117,796 at 4% or $78,531 at 6%.
201413$172,235$64,888$21,629iApproximate average salary by contribution assumption: employee only about $540,733 at 4% or $360,489 at 6%; with 50% employer match about $360,489 at 4% or $240,326 at 6%; with 100% employer match about $270,367 at 4% or $180,244 at 6%.
JK INVESTMENT GROUP 401(K) PLAN-3$172,235$64,888$21,629iApproximate average salary by contribution assumption: employee only about $540,733 at 4% or $360,489 at 6%; with 50% employer match about $360,489 at 4% or $240,326 at 6%; with 100% employer match about $270,367 at 4% or $180,244 at 6%.
201313$129,100$32,619$10,873iApproximate average salary by contribution assumption: employee only about $271,825 at 4% or $181,217 at 6%; with 50% employer match about $181,217 at 4% or $120,811 at 6%; with 100% employer match about $135,913 at 4% or $90,608 at 6%.
JK INVESTMENT GROUP 401(K) PLAN-3$129,100$32,619$10,873iApproximate average salary by contribution assumption: employee only about $271,825 at 4% or $181,217 at 6%; with 50% employer match about $181,217 at 4% or $120,811 at 6%; with 100% employer match about $135,913 at 4% or $90,608 at 6%.
201212$128,897$53,651$26,826iApproximate average salary by contribution assumption: employee only about $670,638 at 4% or $447,092 at 6%; with 50% employer match about $447,092 at 4% or $298,061 at 6%; with 100% employer match about $335,319 at 4% or $223,546 at 6%.
JK INVESTMENT GROUP 401(K) PLAN-2$128,897$53,651$26,826iApproximate average salary by contribution assumption: employee only about $670,638 at 4% or $447,092 at 6%; with 50% employer match about $447,092 at 4% or $298,061 at 6%; with 100% employer match about $335,319 at 4% or $223,546 at 6%.