JWK & ASSOCIATES
Plan context: JWK & ASSOCIATES 401(K) PLAN
EIN 20-3964485 • Phoenix, AZ • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$68,425
2025 Contributions
$14,429
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $68,425 | $14,429 | $1,603iApproximate average salary by contribution assumption: employee only about $40,081 at 4% or $26,720 at 6%; with 50% employer match about $26,720 at 4% or $17,814 at 6%; with 100% employer match about $20,040 at 4% or $13,360 at 6%. |
| JWK & ASSOCIATES 401(K) PLAN | - | 9 | $68,425 | $14,429 | $1,603iApproximate average salary by contribution assumption: employee only about $40,081 at 4% or $26,720 at 6%; with 50% employer match about $26,720 at 4% or $17,814 at 6%; with 100% employer match about $20,040 at 4% or $13,360 at 6%. |
| 2024 | 1 | 10 | $45,564 | $8,960 | $896iApproximate average salary by contribution assumption: employee only about $22,400 at 4% or $14,933 at 6%; with 50% employer match about $14,933 at 4% or $9,956 at 6%; with 100% employer match about $11,200 at 4% or $7,467 at 6%. |
| JWK & ASSOCIATES 401(K) PLAN | - | 10 | $45,564 | $8,960 | $896iApproximate average salary by contribution assumption: employee only about $22,400 at 4% or $14,933 at 6%; with 50% employer match about $14,933 at 4% or $9,956 at 6%; with 100% employer match about $11,200 at 4% or $7,467 at 6%. |
| 2023 | 1 | 10 | $32,971 | $8,874 | $887iApproximate average salary by contribution assumption: employee only about $22,185 at 4% or $14,790 at 6%; with 50% employer match about $14,790 at 4% or $9,860 at 6%; with 100% employer match about $11,093 at 4% or $7,395 at 6%. |
| JWK & ASSOCIATES 401(K) PLAN | - | 10 | $32,971 | $8,874 | $887iApproximate average salary by contribution assumption: employee only about $22,185 at 4% or $14,790 at 6%; with 50% employer match about $14,790 at 4% or $9,860 at 6%; with 100% employer match about $11,093 at 4% or $7,395 at 6%. |
| 2022 | 1 | 11 | $20,243 | $26,909 | $2,446iApproximate average salary by contribution assumption: employee only about $61,157 at 4% or $40,771 at 6%; with 50% employer match about $40,771 at 4% or $27,181 at 6%; with 100% employer match about $30,578 at 4% or $20,386 at 6%. |
| JWK & ASSOCIATES 401(K) PLAN | - | 11 | $20,243 | $26,909 | $2,446iApproximate average salary by contribution assumption: employee only about $61,157 at 4% or $40,771 at 6%; with 50% employer match about $40,771 at 4% or $27,181 at 6%; with 100% employer match about $30,578 at 4% or $20,386 at 6%. |