J and R Associates
Plan context: J and R Companies 401K Plan
EIN 04-2663479 • Philadelphia, PA • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
26
2024 Assets
$1,954,503
2024 Contributions
$232,063
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 26 | $1,954,503 | $232,063 | $8,926iApproximate average salary by contribution assumption: employee only about $223,138 at 4% or $148,758 at 6%; with 50% employer match about $148,758 at 4% or $99,172 at 6%; with 100% employer match about $111,569 at 4% or $74,379 at 6%. |
| J and R Companies 401K Plan | - | 26 | $1,954,503 | $232,063 | $8,926iApproximate average salary by contribution assumption: employee only about $223,138 at 4% or $148,758 at 6%; with 50% employer match about $148,758 at 4% or $99,172 at 6%; with 100% employer match about $111,569 at 4% or $74,379 at 6%. |
| 2023 | 1 | 21 | $2,082,223 | $228,381 | $10,875iApproximate average salary by contribution assumption: employee only about $271,882 at 4% or $181,255 at 6%; with 50% employer match about $181,255 at 4% or $120,837 at 6%; with 100% employer match about $135,941 at 4% or $90,627 at 6%. |
| J and R Companies 401K Plan | - | 21 | $2,082,223 | $228,381 | $10,875iApproximate average salary by contribution assumption: employee only about $271,882 at 4% or $181,255 at 6%; with 50% employer match about $181,255 at 4% or $120,837 at 6%; with 100% employer match about $135,941 at 4% or $90,627 at 6%. |
| 2022 | 1 | 32 | $1,988,190 | $244,167 | $7,630iApproximate average salary by contribution assumption: employee only about $190,755 at 4% or $127,170 at 6%; with 50% employer match about $127,170 at 4% or $84,780 at 6%; with 100% employer match about $95,378 at 4% or $63,585 at 6%. |
| J and R Companies 401K Plan | - | 32 | $1,988,190 | $244,167 | $7,630iApproximate average salary by contribution assumption: employee only about $190,755 at 4% or $127,170 at 6%; with 50% employer match about $127,170 at 4% or $84,780 at 6%; with 100% employer match about $95,378 at 4% or $63,585 at 6%. |
| 2021 | 1 | 28 | $3,110,881 | $188,941 | $6,748iApproximate average salary by contribution assumption: employee only about $168,697 at 4% or $112,465 at 6%; with 50% employer match about $112,465 at 4% or $74,977 at 6%; with 100% employer match about $84,349 at 4% or $56,232 at 6%. |
| J and R Companies 401K Plan | - | 28 | $3,110,881 | $188,941 | $6,748iApproximate average salary by contribution assumption: employee only about $168,697 at 4% or $112,465 at 6%; with 50% employer match about $112,465 at 4% or $74,977 at 6%; with 100% employer match about $84,349 at 4% or $56,232 at 6%. |
| 2020 | 1 | 32 | $2,956,095 | $201,835 | $6,307iApproximate average salary by contribution assumption: employee only about $157,684 at 4% or $105,122 at 6%; with 50% employer match about $105,122 at 4% or $70,082 at 6%; with 100% employer match about $78,842 at 4% or $52,561 at 6%. |
| J and R Companies 401K Plan | - | 32 | $2,956,095 | $201,835 | $6,307iApproximate average salary by contribution assumption: employee only about $157,684 at 4% or $105,122 at 6%; with 50% employer match about $105,122 at 4% or $70,082 at 6%; with 100% employer match about $78,842 at 4% or $52,561 at 6%. |
| 2019 | 1 | 22 | $3,163,333 | $117,269 | $5,330iApproximate average salary by contribution assumption: employee only about $133,260 at 4% or $88,840 at 6%; with 50% employer match about $88,840 at 4% or $59,227 at 6%; with 100% employer match about $66,630 at 4% or $44,420 at 6%. |
| J and R Companies 401K Plan | - | 22 | $3,163,333 | $117,269 | $5,330iApproximate average salary by contribution assumption: employee only about $133,260 at 4% or $88,840 at 6%; with 50% employer match about $88,840 at 4% or $59,227 at 6%; with 100% employer match about $66,630 at 4% or $44,420 at 6%. |
| 2018 | 1 | 23 | $3,081,367 | $135,107 | $5,874iApproximate average salary by contribution assumption: employee only about $146,855 at 4% or $97,904 at 6%; with 50% employer match about $97,904 at 4% or $65,269 at 6%; with 100% employer match about $73,428 at 4% or $48,952 at 6%. |
| J and R Companies 401K Plan | - | 23 | $3,081,367 | $135,107 | $5,874iApproximate average salary by contribution assumption: employee only about $146,855 at 4% or $97,904 at 6%; with 50% employer match about $97,904 at 4% or $65,269 at 6%; with 100% employer match about $73,428 at 4% or $48,952 at 6%. |
| 2017 | 1 | 22 | $3,115,593 | $125,089 | $5,686iApproximate average salary by contribution assumption: employee only about $142,147 at 4% or $94,764 at 6%; with 50% employer match about $94,764 at 4% or $63,176 at 6%; with 100% employer match about $71,073 at 4% or $47,382 at 6%. |
| J and R Companies 401K Plan | - | 22 | $3,115,593 | $125,089 | $5,686iApproximate average salary by contribution assumption: employee only about $142,147 at 4% or $94,764 at 6%; with 50% employer match about $94,764 at 4% or $63,176 at 6%; with 100% employer match about $71,073 at 4% or $47,382 at 6%. |
| 2016 | 1 | 24 | $2,666,757 | $137,603 | $5,733iApproximate average salary by contribution assumption: employee only about $143,336 at 4% or $95,558 at 6%; with 50% employer match about $95,558 at 4% or $63,705 at 6%; with 100% employer match about $71,668 at 4% or $47,779 at 6%. |
| J and R Companies 401K Plan | - | 24 | $2,666,757 | $137,603 | $5,733iApproximate average salary by contribution assumption: employee only about $143,336 at 4% or $95,558 at 6%; with 50% employer match about $95,558 at 4% or $63,705 at 6%; with 100% employer match about $71,668 at 4% or $47,779 at 6%. |
| 2015 | 1 | 23 | $2,408,121 | $134,789 | $5,860iApproximate average salary by contribution assumption: employee only about $146,510 at 4% or $97,673 at 6%; with 50% employer match about $97,673 at 4% or $65,115 at 6%; with 100% employer match about $73,255 at 4% or $48,837 at 6%. |
| J and R Companies 401K Plan | - | 23 | $2,408,121 | $134,789 | $5,860iApproximate average salary by contribution assumption: employee only about $146,510 at 4% or $97,673 at 6%; with 50% employer match about $97,673 at 4% or $65,115 at 6%; with 100% employer match about $73,255 at 4% or $48,837 at 6%. |
| 2014 | 1 | 27 | $2,846,956 | $130,865 | $4,847iApproximate average salary by contribution assumption: employee only about $121,171 at 4% or $80,781 at 6%; with 50% employer match about $80,781 at 4% or $53,854 at 6%; with 100% employer match about $60,586 at 4% or $40,390 at 6%. |
| J and R Companies 401K Plan | - | 27 | $2,846,956 | $130,865 | $4,847iApproximate average salary by contribution assumption: employee only about $121,171 at 4% or $80,781 at 6%; with 50% employer match about $80,781 at 4% or $53,854 at 6%; with 100% employer match about $60,586 at 4% or $40,390 at 6%. |
| 2013 | 1 | 22 | $2,593,889 | $116,341 | $5,288iApproximate average salary by contribution assumption: employee only about $132,206 at 4% or $88,137 at 6%; with 50% employer match about $88,137 at 4% or $58,758 at 6%; with 100% employer match about $66,103 at 4% or $44,069 at 6%. |
| J and R Companies 401K Plan | - | 22 | $2,593,889 | $116,341 | $5,288iApproximate average salary by contribution assumption: employee only about $132,206 at 4% or $88,137 at 6%; with 50% employer match about $88,137 at 4% or $58,758 at 6%; with 100% employer match about $66,103 at 4% or $44,069 at 6%. |
| 2012 | 1 | 20 | $2,370,608 | $130,932 | $6,547iApproximate average salary by contribution assumption: employee only about $163,665 at 4% or $109,110 at 6%; with 50% employer match about $109,110 at 4% or $72,740 at 6%; with 100% employer match about $81,833 at 4% or $54,555 at 6%. |
| J and R Companies 401K Plan | - | 20 | $2,370,608 | $130,932 | $6,547iApproximate average salary by contribution assumption: employee only about $163,665 at 4% or $109,110 at 6%; with 50% employer match about $109,110 at 4% or $72,740 at 6%; with 100% employer match about $81,833 at 4% or $54,555 at 6%. |
| 2011 | 1 | 24 | $2,057,382 | $140,320 | $5,847iApproximate average salary by contribution assumption: employee only about $146,167 at 4% or $97,444 at 6%; with 50% employer match about $97,444 at 4% or $64,963 at 6%; with 100% employer match about $73,083 at 4% or $48,722 at 6%. |
| J and R Companies 401K Plan | - | 24 | $2,057,382 | $140,320 | $5,847iApproximate average salary by contribution assumption: employee only about $146,167 at 4% or $97,444 at 6%; with 50% employer match about $97,444 at 4% or $64,963 at 6%; with 100% employer match about $73,083 at 4% or $48,722 at 6%. |
| 2010 | 1 | 26 | $2,008,835 | $143,097 | $5,504iApproximate average salary by contribution assumption: employee only about $137,593 at 4% or $91,729 at 6%; with 50% employer match about $91,729 at 4% or $61,153 at 6%; with 100% employer match about $68,797 at 4% or $45,864 at 6%. |
| J and R Companies 401K Plan | - | 26 | $2,008,835 | $143,097 | $5,504iApproximate average salary by contribution assumption: employee only about $137,593 at 4% or $91,729 at 6%; with 50% employer match about $91,729 at 4% or $61,153 at 6%; with 100% employer match about $68,797 at 4% or $45,864 at 6%. |
| 2009 | 1 | 25 | $1,758,065 | $143,159 | $5,726iApproximate average salary by contribution assumption: employee only about $143,159 at 4% or $95,439 at 6%; with 50% employer match about $95,439 at 4% or $63,626 at 6%; with 100% employer match about $71,580 at 4% or $47,720 at 6%. |
| J and R Companies 401K Plan | - | 25 | $1,758,065 | $143,159 | $5,726iApproximate average salary by contribution assumption: employee only about $143,159 at 4% or $95,439 at 6%; with 50% employer match about $95,439 at 4% or $63,626 at 6%; with 100% employer match about $71,580 at 4% or $47,720 at 6%. |
| 2008 | 1 | 29 | $1,390,480 | $139,076 | $4,796iApproximate average salary by contribution assumption: employee only about $119,893 at 4% or $79,929 at 6%; with 50% employer match about $79,929 at 4% or $53,286 at 6%; with 100% employer match about $59,947 at 4% or $39,964 at 6%. |
| J and R Companies 401K Plan | - | 29 | $1,390,480 | $139,076 | $4,796iApproximate average salary by contribution assumption: employee only about $119,893 at 4% or $79,929 at 6%; with 50% employer match about $79,929 at 4% or $53,286 at 6%; with 100% employer match about $59,947 at 4% or $39,964 at 6%. |
| 2007 | 1 | 26 | $1,861,723 | $136,517 | $5,251iApproximate average salary by contribution assumption: employee only about $131,266 at 4% or $87,511 at 6%; with 50% employer match about $87,511 at 4% or $58,341 at 6%; with 100% employer match about $65,633 at 4% or $43,755 at 6%. |
| J and R Companies 401K Plan | - | 26 | $1,861,723 | $136,517 | $5,251iApproximate average salary by contribution assumption: employee only about $131,266 at 4% or $87,511 at 6%; with 50% employer match about $87,511 at 4% or $58,341 at 6%; with 100% employer match about $65,633 at 4% or $43,755 at 6%. |
| 2006 | 1 | 27 | $1,627,639 | $139,156 | $5,154iApproximate average salary by contribution assumption: employee only about $128,848 at 4% or $85,899 at 6%; with 50% employer match about $85,899 at 4% or $57,266 at 6%; with 100% employer match about $64,424 at 4% or $42,949 at 6%. |
| J and R Companies 401K Plan | - | 27 | $1,627,639 | $139,156 | $5,154iApproximate average salary by contribution assumption: employee only about $128,848 at 4% or $85,899 at 6%; with 50% employer match about $85,899 at 4% or $57,266 at 6%; with 100% employer match about $64,424 at 4% or $42,949 at 6%. |
| 2005 | 1 | 26 | $1,343,548 | $128,852 | $4,956iApproximate average salary by contribution assumption: employee only about $123,896 at 4% or $82,597 at 6%; with 50% employer match about $82,597 at 4% or $55,065 at 6%; with 100% employer match about $61,948 at 4% or $41,299 at 6%. |
| J and R Companies 401K Plan | - | 26 | $1,343,548 | $128,852 | $4,956iApproximate average salary by contribution assumption: employee only about $123,896 at 4% or $82,597 at 6%; with 50% employer match about $82,597 at 4% or $55,065 at 6%; with 100% employer match about $61,948 at 4% or $41,299 at 6%. |
| 2004 | 1 | 29 | $1,165,613 | $121,088 | $4,175iApproximate average salary by contribution assumption: employee only about $104,386 at 4% or $69,591 at 6%; with 50% employer match about $69,591 at 4% or $46,394 at 6%; with 100% employer match about $52,193 at 4% or $34,795 at 6%. |
| J and R Companies 401K Plan | - | 29 | $1,165,613 | $121,088 | $4,175iApproximate average salary by contribution assumption: employee only about $104,386 at 4% or $69,591 at 6%; with 50% employer match about $69,591 at 4% or $46,394 at 6%; with 100% employer match about $52,193 at 4% or $34,795 at 6%. |
| 2003 | 1 | 27 | $965,533 | $113,650 | $4,209iApproximate average salary by contribution assumption: employee only about $105,231 at 4% or $70,154 at 6%; with 50% employer match about $70,154 at 4% or $46,770 at 6%; with 100% employer match about $52,616 at 4% or $35,077 at 6%. |
| J and R Companies 401K Plan | - | 27 | $965,533 | $113,650 | $4,209iApproximate average salary by contribution assumption: employee only about $105,231 at 4% or $70,154 at 6%; with 50% employer match about $70,154 at 4% or $46,770 at 6%; with 100% employer match about $52,616 at 4% or $35,077 at 6%. |
| 2002 | 1 | 27 | $706,622 | $108,631 | $4,023iApproximate average salary by contribution assumption: employee only about $100,584 at 4% or $67,056 at 6%; with 50% employer match about $67,056 at 4% or $44,704 at 6%; with 100% employer match about $50,292 at 4% or $33,528 at 6%. |
| J and R Companies 401K Plan | - | 27 | $706,622 | $108,631 | $4,023iApproximate average salary by contribution assumption: employee only about $100,584 at 4% or $67,056 at 6%; with 50% employer match about $67,056 at 4% or $44,704 at 6%; with 100% employer match about $50,292 at 4% or $33,528 at 6%. |
| 2001 | 1 | 26 | $765,503 | $110,614 | $4,254iApproximate average salary by contribution assumption: employee only about $106,360 at 4% or $70,906 at 6%; with 50% employer match about $70,906 at 4% or $47,271 at 6%; with 100% employer match about $53,180 at 4% or $35,453 at 6%. |
| J and R Companies 401K Plan | - | 26 | $765,503 | $110,614 | $4,254iApproximate average salary by contribution assumption: employee only about $106,360 at 4% or $70,906 at 6%; with 50% employer match about $70,906 at 4% or $47,271 at 6%; with 100% employer match about $53,180 at 4% or $35,453 at 6%. |
| 2000 | 1 | 28 | $639,744 | $105,491 | $3,768iApproximate average salary by contribution assumption: employee only about $94,188 at 4% or $62,792 at 6%; with 50% employer match about $62,792 at 4% or $41,862 at 6%; with 100% employer match about $47,094 at 4% or $31,396 at 6%. |
| J and R Companies 401K Plan | - | 28 | $639,744 | $105,491 | $3,768iApproximate average salary by contribution assumption: employee only about $94,188 at 4% or $62,792 at 6%; with 50% employer match about $62,792 at 4% or $41,862 at 6%; with 100% employer match about $47,094 at 4% or $31,396 at 6%. |
| 1999 | 1 | 29 | $525,753 | $108,938 | $3,756iApproximate average salary by contribution assumption: employee only about $93,912 at 4% or $62,608 at 6%; with 50% employer match about $62,608 at 4% or $41,739 at 6%; with 100% employer match about $46,956 at 4% or $31,304 at 6%. |
| J and R Companies 401K Plan | - | 29 | $525,753 | $108,938 | $3,756iApproximate average salary by contribution assumption: employee only about $93,912 at 4% or $62,608 at 6%; with 50% employer match about $62,608 at 4% or $41,739 at 6%; with 100% employer match about $46,956 at 4% or $31,304 at 6%. |