Jaks Trust LLC
Plan context: Jaks Trust, L.L.C. Defined Benefit Plan
EIN 20-0485959 • Chuluota, FL • 12 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$2,198,133
2019 Contributions
$50,000
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 1 | $2,198,133 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Jaks Trust, L.L.C. Defined Benefit Plan | - | 1 | $2,198,133 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2018 | 1 | 1 | $2,023,635 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Jaks Trust, L.L.C. Defined Benefit Plan | - | 1 | $2,023,635 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2017 | 1 | 1 | $1,850,867 | $90,000 | $90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%. |
| Jaks Trust, L.L.C. Defined Benefit Plan | - | 1 | $1,850,867 | $90,000 | $90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%. |
| 2016 | 1 | 1 | $1,636,036 | $140,000 | $140,000iApproximate average salary by contribution assumption: employee only about $3,500,000 at 4% or $2,333,333 at 6%; with 50% employer match about $2,333,333 at 4% or $1,555,556 at 6%; with 100% employer match about $1,750,000 at 4% or $1,166,667 at 6%. |
| Jaks Trust, L.L.C. Defined Benefit Plan | - | 1 | $1,636,036 | $140,000 | $140,000iApproximate average salary by contribution assumption: employee only about $3,500,000 at 4% or $2,333,333 at 6%; with 50% employer match about $2,333,333 at 4% or $1,555,556 at 6%; with 100% employer match about $1,750,000 at 4% or $1,166,667 at 6%. |
| 2015 | 1 | 1 | $1,475,340 | $223,686 | $223,686iApproximate average salary by contribution assumption: employee only about $5,592,150 at 4% or $3,728,100 at 6%; with 50% employer match about $3,728,100 at 4% or $2,485,400 at 6%; with 100% employer match about $2,796,075 at 4% or $1,864,050 at 6%. |
| Jaks Trust, L.L.C. Defined Benefit Plan | - | 1 | $1,475,340 | $223,686 | $223,686iApproximate average salary by contribution assumption: employee only about $5,592,150 at 4% or $3,728,100 at 6%; with 50% employer match about $3,728,100 at 4% or $2,485,400 at 6%; with 100% employer match about $2,796,075 at 4% or $1,864,050 at 6%. |
| 2014 | 1 | 1 | $1,251,669 | $0 | - |
| Jaks Trust, L.L.C. Defined Benefit Plan | - | 1 | $1,251,669 | - | - |
| 2013 | 1 | 1 | $1,197,678 | $120,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| Jaks Trust, L.L.C. Defined Benefit Plan | - | 1 | $1,197,678 | $120,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| 2012 | 1 | 1 | $1,011,436 | $120,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| Jaks Trust, L.L.C. Defined Benefit Plan | - | 1 | $1,011,436 | $120,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| 2011 | 1 | 1 | $848,661 | $120,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| Jaks Trust, L.L.C. Defined Benefit Plan | - | 1 | $848,661 | $120,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| 2010 | 1 | 1 | $753,226 | $120,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| Jaks Trust, L.L.C. Defined Benefit Plan | - | 1 | $753,226 | $120,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| 2009 | 1 | 1 | $642,304 | $120,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| Jaks Trust, L.L.C. Defined Benefit Plan | - | 1 | $642,304 | $120,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| 2005 | 1 | 1 | $116,618 | $116,618 | $116,618iApproximate average salary by contribution assumption: employee only about $2,915,450 at 4% or $1,943,633 at 6%; with 50% employer match about $1,943,633 at 4% or $1,295,756 at 6%; with 100% employer match about $1,457,725 at 4% or $971,817 at 6%. |
| Jaks Trust, L.L.C. Defined Benefit Plan | - | 1 | $116,618 | $116,618 | $116,618iApproximate average salary by contribution assumption: employee only about $2,915,450 at 4% or $1,943,633 at 6%; with 50% employer match about $1,943,633 at 4% or $1,295,756 at 6%; with 100% employer match about $1,457,725 at 4% or $971,817 at 6%. |