Civic Intelligence

Muston & Jack PC

Plan context: Muston & Jack PC Cash Balance Plan & Trust

EIN 20-2303715 • San Jose, CA • 19 filings • 2 plans

1885 The Alameda, Suite 130San Jose, CA 95126
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,218,387

2024 Contributions

$200,965

Historical Graphs

Total Assets Over Time

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

$2,218,387$1,109,194$0201520202024YearValue
$2,218,387Latest year 2024

Participants Over Time

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

840201520202024YearValue
8Latest 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
202428$2,218,387$200,965$25,121iApproximate average salary by contribution assumption: employee only about $628,016 at 4% or $418,677 at 6%; with 50% employer match about $418,677 at 4% or $279,118 at 6%; with 100% employer match about $314,008 at 4% or $209,339 at 6%.
Muston & Jack PC Cash Balance Plan & Trust-8$1,316,491$138,586$17,323iApproximate average salary by contribution assumption: employee only about $433,081 at 4% or $288,721 at 6%; with 50% employer match about $288,721 at 4% or $192,481 at 6%; with 100% employer match about $216,541 at 4% or $144,360 at 6%.
Muston & Jack PC 401(K) Plan & Trust-7$901,896$62,379$8,911iApproximate average salary by contribution assumption: employee only about $222,782 at 4% or $148,521 at 6%; with 50% employer match about $148,521 at 4% or $99,014 at 6%; with 100% employer match about $111,391 at 4% or $74,261 at 6%.
202328$1,748,138$242,019$30,252iApproximate average salary by contribution assumption: employee only about $756,309 at 4% or $504,206 at 6%; with 50% employer match about $504,206 at 4% or $336,138 at 6%; with 100% employer match about $378,155 at 4% or $252,103 at 6%.
Muston & Jack PC Cash Balance Plan & Trust-8$1,043,246$182,000$22,750iApproximate average salary by contribution assumption: employee only about $568,750 at 4% or $379,167 at 6%; with 50% employer match about $379,167 at 4% or $252,778 at 6%; with 100% employer match about $284,375 at 4% or $189,583 at 6%.
Muston & Jack PC 401(K) Plan & Trust-7$704,892$60,019$8,574iApproximate average salary by contribution assumption: employee only about $214,354 at 4% or $142,902 at 6%; with 50% employer match about $142,902 at 4% or $95,268 at 6%; with 100% employer match about $107,177 at 4% or $71,451 at 6%.
202228$1,281,299$204,213$25,527iApproximate average salary by contribution assumption: employee only about $638,166 at 4% or $425,444 at 6%; with 50% employer match about $425,444 at 4% or $283,629 at 6%; with 100% employer match about $319,083 at 4% or $212,722 at 6%.
Muston & Jack PC Cash Balance Plan & Trust-7$727,349$148,592$21,227iApproximate average salary by contribution assumption: employee only about $530,686 at 4% or $353,790 at 6%; with 50% employer match about $353,790 at 4% or $235,860 at 6%; with 100% employer match about $265,343 at 4% or $176,895 at 6%.
Muston & Jack PC 401(K) Plan & Trust-8$553,950$55,621$6,953iApproximate average salary by contribution assumption: employee only about $173,816 at 4% or $115,877 at 6%; with 50% employer match about $115,877 at 4% or $77,251 at 6%; with 100% employer match about $86,908 at 4% or $57,939 at 6%.
202127$1,371,154$100,358$14,337iApproximate average salary by contribution assumption: employee only about $358,421 at 4% or $238,948 at 6%; with 50% employer match about $238,948 at 4% or $159,298 at 6%; with 100% employer match about $179,211 at 4% or $119,474 at 6%.
Muston & Jack PC Cash Balance Plan & Trust-7$738,043$32,484$4,641iApproximate average salary by contribution assumption: employee only about $116,014 at 4% or $77,343 at 6%; with 50% employer match about $77,343 at 4% or $51,562 at 6%; with 100% employer match about $58,007 at 4% or $38,671 at 6%.
Muston & Jack PC 401(K) Plan & Trust-7$633,111$67,874$9,696iApproximate average salary by contribution assumption: employee only about $242,407 at 4% or $161,605 at 6%; with 50% employer match about $161,605 at 4% or $107,737 at 6%; with 100% employer match about $121,204 at 4% or $80,802 at 6%.
202027$1,103,354$172,245$24,606iApproximate average salary by contribution assumption: employee only about $615,161 at 4% or $410,107 at 6%; with 50% employer match about $410,107 at 4% or $273,405 at 6%; with 100% employer match about $307,580 at 4% or $205,054 at 6%.
Muston & Jack PC Cash Balance Plan & Trust-7$633,059$128,000$18,286iApproximate average salary by contribution assumption: employee only about $457,143 at 4% or $304,762 at 6%; with 50% employer match about $304,762 at 4% or $203,175 at 6%; with 100% employer match about $228,571 at 4% or $152,381 at 6%.
Muston & Jack PC 401(K) Plan & Trust-7$470,295$44,245$6,321iApproximate average salary by contribution assumption: employee only about $158,018 at 4% or $105,345 at 6%; with 50% employer match about $105,345 at 4% or $70,230 at 6%; with 100% employer match about $79,009 at 4% or $52,673 at 6%.
201927$803,719$228,341$32,620iApproximate average salary by contribution assumption: employee only about $815,504 at 4% or $543,669 at 6%; with 50% employer match about $543,669 at 4% or $362,446 at 6%; with 100% employer match about $407,752 at 4% or $271,835 at 6%.
Muston & Jack PC Cash Balance Plan & Trust-7$442,400$156,222$22,317iApproximate average salary by contribution assumption: employee only about $557,936 at 4% or $371,957 at 6%; with 50% employer match about $371,957 at 4% or $247,971 at 6%; with 100% employer match about $278,968 at 4% or $185,979 at 6%.
Muston & Jack PC 401(K) Plan & Trust-7$361,319$72,119$10,303iApproximate average salary by contribution assumption: employee only about $257,568 at 4% or $171,712 at 6%; with 50% employer match about $171,712 at 4% or $114,475 at 6%; with 100% employer match about $128,784 at 4% or $85,856 at 6%.
201827$511,634$181,814$25,973iApproximate average salary by contribution assumption: employee only about $649,336 at 4% or $432,890 at 6%; with 50% employer match about $432,890 at 4% or $288,594 at 6%; with 100% employer match about $324,668 at 4% or $216,445 at 6%.
Muston & Jack PC Cash Balance Plan & Trust-7$270,896$120,500$17,214iApproximate average salary by contribution assumption: employee only about $430,357 at 4% or $286,905 at 6%; with 50% employer match about $286,905 at 4% or $191,270 at 6%; with 100% employer match about $215,179 at 4% or $143,452 at 6%.
Muston & Jack PC 401(K) Plan & Trust-7$240,738$61,314$8,759iApproximate average salary by contribution assumption: employee only about $218,979 at 4% or $145,986 at 6%; with 50% employer match about $145,986 at 4% or $97,324 at 6%; with 100% employer match about $109,489 at 4% or $72,993 at 6%.
201725$348,128$190,776$38,155iApproximate average salary by contribution assumption: employee only about $953,880 at 4% or $635,920 at 6%; with 50% employer match about $635,920 at 4% or $423,947 at 6%; with 100% employer match about $476,940 at 4% or $317,960 at 6%.
Muston & Jack PC 401(K) Plan & Trust-5$198,128$40,776$8,155iApproximate average salary by contribution assumption: employee only about $203,880 at 4% or $135,920 at 6%; with 50% employer match about $135,920 at 4% or $90,613 at 6%; with 100% employer match about $101,940 at 4% or $67,960 at 6%.
Muston & Jack PC Cash Balance Plan & Trust-5$150,000$150,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
201614$141,204$90,968$22,742iApproximate average salary by contribution assumption: employee only about $568,550 at 4% or $379,033 at 6%; with 50% employer match about $379,033 at 4% or $252,689 at 6%; with 100% employer match about $284,275 at 4% or $189,517 at 6%.
Muston & Jack PC 401(K) Plan & Trust-4$141,204$90,968$22,742iApproximate average salary by contribution assumption: employee only about $568,550 at 4% or $379,033 at 6%; with 50% employer match about $379,033 at 4% or $252,689 at 6%; with 100% employer match about $284,275 at 4% or $189,517 at 6%.
201513$48,500$48,500$16,167iApproximate average salary by contribution assumption: employee only about $404,167 at 4% or $269,444 at 6%; with 50% employer match about $269,444 at 4% or $179,630 at 6%; with 100% employer match about $202,083 at 4% or $134,722 at 6%.
Muston & Jack PC 401(K) Plan & Trust-3$48,500$48,500$16,167iApproximate average salary by contribution assumption: employee only about $404,167 at 4% or $269,444 at 6%; with 50% employer match about $269,444 at 4% or $179,630 at 6%; with 100% employer match about $202,083 at 4% or $134,722 at 6%.
201410$0$0-
Muston & Jack PC 401(K) Plan & Trust-0$0$0-