Civic Intelligence

Jmb Financial Services Group LLC

Plan context: Jmb Financial Services Group LLC 401(K) Plan

EIN 03-0449153 • Bloomfield Hills, MI • 17 filings • 2 plans

42714 Woodward AveBloomfield Hills, MI 48304
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,875,149

2024 Contributions

$85,136

Historical Graphs

Total Assets Over Time

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

$1,875,149$937,575$0200820162024YearValue
$1,875,149Latest year 2024

Participants Over Time

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

420200820162024YearValue
3Latest 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
202413$1,875,149$85,136$28,379iApproximate average salary by contribution assumption: employee only about $709,467 at 4% or $472,978 at 6%; with 50% employer match about $472,978 at 4% or $315,319 at 6%; with 100% employer match about $354,733 at 4% or $236,489 at 6%.
Jmb Financial Services Group LLC 401(K) Plan-3$1,875,149$85,136$28,379iApproximate average salary by contribution assumption: employee only about $709,467 at 4% or $472,978 at 6%; with 50% employer match about $472,978 at 4% or $315,319 at 6%; with 100% employer match about $354,733 at 4% or $236,489 at 6%.
202313$1,554,132$86,506$28,835iApproximate average salary by contribution assumption: employee only about $720,883 at 4% or $480,589 at 6%; with 50% employer match about $480,589 at 4% or $320,393 at 6%; with 100% employer match about $360,442 at 4% or $240,294 at 6%.
Jmb Financial Services Group LLC 401(K) Plan-3$1,554,132$86,506$28,835iApproximate average salary by contribution assumption: employee only about $720,883 at 4% or $480,589 at 6%; with 50% employer match about $480,589 at 4% or $320,393 at 6%; with 100% employer match about $360,442 at 4% or $240,294 at 6%.
202214$1,392,271$85,688$21,422iApproximate average salary by contribution assumption: employee only about $535,550 at 4% or $357,033 at 6%; with 50% employer match about $357,033 at 4% or $238,022 at 6%; with 100% employer match about $267,775 at 4% or $178,517 at 6%.
Jmb Financial Services Group LLC 401(K) Plan-4$1,392,271$85,688$21,422iApproximate average salary by contribution assumption: employee only about $535,550 at 4% or $357,033 at 6%; with 50% employer match about $357,033 at 4% or $238,022 at 6%; with 100% employer match about $267,775 at 4% or $178,517 at 6%.
202114$1,605,849$83,200$20,800iApproximate average salary by contribution assumption: employee only about $520,000 at 4% or $346,667 at 6%; with 50% employer match about $346,667 at 4% or $231,111 at 6%; with 100% employer match about $260,000 at 4% or $173,333 at 6%.
Jmb Financial Services Group LLC 401(K) Plan-4$1,605,849$83,200$20,800iApproximate average salary by contribution assumption: employee only about $520,000 at 4% or $346,667 at 6%; with 50% employer match about $346,667 at 4% or $231,111 at 6%; with 100% employer match about $260,000 at 4% or $173,333 at 6%.
202014$1,275,601$151,297$37,824iApproximate average salary by contribution assumption: employee only about $945,606 at 4% or $630,404 at 6%; with 50% employer match about $630,404 at 4% or $420,269 at 6%; with 100% employer match about $472,803 at 4% or $315,202 at 6%.
Jmb Financial Services Group LLC 401(K) Plan-4$1,275,601$151,297$37,824iApproximate average salary by contribution assumption: employee only about $945,606 at 4% or $630,404 at 6%; with 50% employer match about $630,404 at 4% or $420,269 at 6%; with 100% employer match about $472,803 at 4% or $315,202 at 6%.
201914$921,212$65,251$16,313iApproximate average salary by contribution assumption: employee only about $407,819 at 4% or $271,879 at 6%; with 50% employer match about $271,879 at 4% or $181,253 at 6%; with 100% employer match about $203,909 at 4% or $135,940 at 6%.
Jmb Financial Services Group LLC 401(K) Plan-4$921,212$65,251$16,313iApproximate average salary by contribution assumption: employee only about $407,819 at 4% or $271,879 at 6%; with 50% employer match about $271,879 at 4% or $181,253 at 6%; with 100% employer match about $203,909 at 4% or $135,940 at 6%.
201814$680,548$63,802$15,951iApproximate average salary by contribution assumption: employee only about $398,763 at 4% or $265,842 at 6%; with 50% employer match about $265,842 at 4% or $177,228 at 6%; with 100% employer match about $199,381 at 4% or $132,921 at 6%.
Jmb Financial Services Group LLC 401(K) Plan-4$680,548$63,802$15,951iApproximate average salary by contribution assumption: employee only about $398,763 at 4% or $265,842 at 6%; with 50% employer match about $265,842 at 4% or $177,228 at 6%; with 100% employer match about $199,381 at 4% or $132,921 at 6%.
201714$670,287$58,631$14,658iApproximate average salary by contribution assumption: employee only about $366,444 at 4% or $244,296 at 6%; with 50% employer match about $244,296 at 4% or $162,864 at 6%; with 100% employer match about $183,222 at 4% or $122,148 at 6%.
Jmb Financial Services Group LLC 401(K) Plan-4$670,287$58,631$14,658iApproximate average salary by contribution assumption: employee only about $366,444 at 4% or $244,296 at 6%; with 50% employer match about $244,296 at 4% or $162,864 at 6%; with 100% employer match about $183,222 at 4% or $122,148 at 6%.
201614$513,284$55,488$13,872iApproximate average salary by contribution assumption: employee only about $346,800 at 4% or $231,200 at 6%; with 50% employer match about $231,200 at 4% or $154,133 at 6%; with 100% employer match about $173,400 at 4% or $115,600 at 6%.
Jmb Financial Services Group LLC 401(K) Plan-4$513,284$55,488$13,872iApproximate average salary by contribution assumption: employee only about $346,800 at 4% or $231,200 at 6%; with 50% employer match about $231,200 at 4% or $154,133 at 6%; with 100% employer match about $173,400 at 4% or $115,600 at 6%.
201514$424,401$54,984$13,746iApproximate average salary by contribution assumption: employee only about $343,650 at 4% or $229,100 at 6%; with 50% employer match about $229,100 at 4% or $152,733 at 6%; with 100% employer match about $171,825 at 4% or $114,550 at 6%.
Jmb Financial Services Group LLC 401(K) Plan-4$424,401$54,984$13,746iApproximate average salary by contribution assumption: employee only about $343,650 at 4% or $229,100 at 6%; with 50% employer match about $229,100 at 4% or $152,733 at 6%; with 100% employer match about $171,825 at 4% or $114,550 at 6%.
201414$373,612$57,872$14,468iApproximate average salary by contribution assumption: employee only about $361,700 at 4% or $241,133 at 6%; with 50% employer match about $241,133 at 4% or $160,756 at 6%; with 100% employer match about $180,850 at 4% or $120,567 at 6%.
Jmb Financial Services Group LLC 401(K) Plan-4$373,612$57,872$14,468iApproximate average salary by contribution assumption: employee only about $361,700 at 4% or $241,133 at 6%; with 50% employer match about $241,133 at 4% or $160,756 at 6%; with 100% employer match about $180,850 at 4% or $120,567 at 6%.
201314$303,916$40,494$10,124iApproximate average salary by contribution assumption: employee only about $253,088 at 4% or $168,725 at 6%; with 50% employer match about $168,725 at 4% or $112,483 at 6%; with 100% employer match about $126,544 at 4% or $84,363 at 6%.
Jmb Financial Services Group LLC 401(K) Plan-4$303,916$40,494$10,124iApproximate average salary by contribution assumption: employee only about $253,088 at 4% or $168,725 at 6%; with 50% employer match about $168,725 at 4% or $112,483 at 6%; with 100% employer match about $126,544 at 4% or $84,363 at 6%.
201214$225,555$39,008$9,752iApproximate average salary by contribution assumption: employee only about $243,800 at 4% or $162,533 at 6%; with 50% employer match about $162,533 at 4% or $108,356 at 6%; with 100% employer match about $121,900 at 4% or $81,267 at 6%.
Jmb Financial Services Group LLC 401(K) Plan-4$225,555$39,008$9,752iApproximate average salary by contribution assumption: employee only about $243,800 at 4% or $162,533 at 6%; with 50% employer match about $162,533 at 4% or $108,356 at 6%; with 100% employer match about $121,900 at 4% or $81,267 at 6%.
201113$162,028$36,967$12,322iApproximate average salary by contribution assumption: employee only about $308,058 at 4% or $205,372 at 6%; with 50% employer match about $205,372 at 4% or $136,915 at 6%; with 100% employer match about $154,029 at 4% or $102,686 at 6%.
Jmb Financial Services Group LLC 401(K) Plan-3$162,028$36,967$12,322iApproximate average salary by contribution assumption: employee only about $308,058 at 4% or $205,372 at 6%; with 50% employer match about $205,372 at 4% or $136,915 at 6%; with 100% employer match about $154,029 at 4% or $102,686 at 6%.
201013$129,770$33,426$11,142iApproximate average salary by contribution assumption: employee only about $278,550 at 4% or $185,700 at 6%; with 50% employer match about $185,700 at 4% or $123,800 at 6%; with 100% employer match about $139,275 at 4% or $92,850 at 6%.
Jmb Financial Services Group LLC 401(K) Plan-3$129,770$33,426$11,142iApproximate average salary by contribution assumption: employee only about $278,550 at 4% or $185,700 at 6%; with 50% employer match about $185,700 at 4% or $123,800 at 6%; with 100% employer match about $139,275 at 4% or $92,850 at 6%.
200913$81,332$37,218$12,406iApproximate average salary by contribution assumption: employee only about $310,150 at 4% or $206,767 at 6%; with 50% employer match about $206,767 at 4% or $137,844 at 6%; with 100% employer match about $155,075 at 4% or $103,383 at 6%.
Jmb Financial Services Group LLC 401(K) Plan-3$81,332$37,218$12,406iApproximate average salary by contribution assumption: employee only about $310,150 at 4% or $206,767 at 6%; with 50% employer match about $206,767 at 4% or $137,844 at 6%; with 100% employer match about $155,075 at 4% or $103,383 at 6%.
200813$31,321$36,457$12,152iApproximate average salary by contribution assumption: employee only about $303,808 at 4% or $202,539 at 6%; with 50% employer match about $202,539 at 4% or $135,026 at 6%; with 100% employer match about $151,904 at 4% or $101,269 at 6%.
Jmb Financial Services Group LLC 401(K) Plan-3$31,321$36,457$12,152iApproximate average salary by contribution assumption: employee only about $303,808 at 4% or $202,539 at 6%; with 50% employer match about $202,539 at 4% or $135,026 at 6%; with 100% employer match about $151,904 at 4% or $101,269 at 6%.