Civic Intelligence

JWM Partners, LLC

Plan context: Jwm Partners LLC 401(K) Savings Program

EIN 06-1553460 • 10 filings • 2 plans

Current Snapshot

Latest Year

2009

2009 Participants

22

2009 Assets

$3,625,656

2009 Contributions

$161,423

Historical Graphs

Total Assets Over Time

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

$5,061,588$2,530,794$0200020042008YearValue
$3,625,656Latest year 2008

Participants Over Time

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

49250200020042008YearValue
22Latest year 2008

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
200910$0$161,423-
Jwm Partners LLC 401(K) Savings Program-0-$161,423-
2008122$3,625,656$605,896$27,541iApproximate average salary by contribution assumption: employee only about $688,518 at 4% or $459,012 at 6%; with 50% employer match about $459,012 at 4% or $306,008 at 6%; with 100% employer match about $344,259 at 4% or $229,506 at 6%.
Jwm Partners LLC 401(K) Savings Program-22$3,625,656$605,896$27,541iApproximate average salary by contribution assumption: employee only about $688,518 at 4% or $459,012 at 6%; with 50% employer match about $459,012 at 4% or $306,008 at 6%; with 100% employer match about $344,259 at 4% or $229,506 at 6%.
2007149$0$0-
Jwm Partners LLC 401(K) Savings Program-49---
2006145$5,061,588$520,664$11,570iApproximate average salary by contribution assumption: employee only about $289,258 at 4% or $192,839 at 6%; with 50% employer match about $192,839 at 4% or $128,559 at 6%; with 100% employer match about $144,629 at 4% or $96,419 at 6%.
Jwm Partners LLC 401(K) Savings Program-45$5,061,588$520,664$11,570iApproximate average salary by contribution assumption: employee only about $289,258 at 4% or $192,839 at 6%; with 50% employer match about $192,839 at 4% or $128,559 at 6%; with 100% employer match about $144,629 at 4% or $96,419 at 6%.
2005140$4,110,828$452,121$11,303iApproximate average salary by contribution assumption: employee only about $282,576 at 4% or $188,384 at 6%; with 50% employer match about $188,384 at 4% or $125,589 at 6%; with 100% employer match about $141,288 at 4% or $94,192 at 6%.
Jwm Partners LLC 401(K) Savings Program-40$4,110,828$452,121$11,303iApproximate average salary by contribution assumption: employee only about $282,576 at 4% or $188,384 at 6%; with 50% employer match about $188,384 at 4% or $125,589 at 6%; with 100% employer match about $141,288 at 4% or $94,192 at 6%.
2004138$3,725,725$402,250$10,586iApproximate average salary by contribution assumption: employee only about $264,638 at 4% or $176,425 at 6%; with 50% employer match about $176,425 at 4% or $117,617 at 6%; with 100% employer match about $132,319 at 4% or $88,213 at 6%.
Jwm Partners LLC 401(K) Savings Program-38$3,725,725$402,250$10,586iApproximate average salary by contribution assumption: employee only about $264,638 at 4% or $176,425 at 6%; with 50% employer match about $176,425 at 4% or $117,617 at 6%; with 100% employer match about $132,319 at 4% or $88,213 at 6%.
2003141$3,147,009$377,547$9,208iApproximate average salary by contribution assumption: employee only about $230,212 at 4% or $153,474 at 6%; with 50% employer match about $153,474 at 4% or $102,316 at 6%; with 100% employer match about $115,106 at 4% or $76,737 at 6%.
Jwm Partners LLC 401(K) Savings Program-41$3,147,009$377,547$9,208iApproximate average salary by contribution assumption: employee only about $230,212 at 4% or $153,474 at 6%; with 50% employer match about $153,474 at 4% or $102,316 at 6%; with 100% employer match about $115,106 at 4% or $76,737 at 6%.
2002142$2,516,475$329,115$7,836iApproximate average salary by contribution assumption: employee only about $195,902 at 4% or $130,601 at 6%; with 50% employer match about $130,601 at 4% or $87,067 at 6%; with 100% employer match about $97,951 at 4% or $65,301 at 6%.
Jwm Partners LLC 401(K) Savings Program-42$2,516,475$329,115$7,836iApproximate average salary by contribution assumption: employee only about $195,902 at 4% or $130,601 at 6%; with 50% employer match about $130,601 at 4% or $87,067 at 6%; with 100% employer match about $97,951 at 4% or $65,301 at 6%.
2001139$2,766,423$314,473$8,063iApproximate average salary by contribution assumption: employee only about $201,585 at 4% or $134,390 at 6%; with 50% employer match about $134,390 at 4% or $89,593 at 6%; with 100% employer match about $100,793 at 4% or $67,195 at 6%.
Jwm Partners LLC 401(K) Savings Program-39$2,766,423$314,473$8,063iApproximate average salary by contribution assumption: employee only about $201,585 at 4% or $134,390 at 6%; with 50% employer match about $134,390 at 4% or $89,593 at 6%; with 100% employer match about $100,793 at 4% or $67,195 at 6%.
2000136$3,008,903$393,717$10,937iApproximate average salary by contribution assumption: employee only about $273,415 at 4% or $182,276 at 6%; with 50% employer match about $182,276 at 4% or $121,518 at 6%; with 100% employer match about $136,707 at 4% or $91,138 at 6%.
Jwm Partners LLC 401(K) Savings Program-36$3,008,903$393,717$10,937iApproximate average salary by contribution assumption: employee only about $273,415 at 4% or $182,276 at 6%; with 50% employer match about $182,276 at 4% or $121,518 at 6%; with 100% employer match about $136,707 at 4% or $91,138 at 6%.