Civic Intelligence

Jeb Bush and Associates LLC

Plan context: Jeb Bush and Associates LLC 401K Plan

EIN 20-8492304 • Coral Gables, FL • 27 filings • 5 plans

The Biltmore Hotel And Conference C1200 Anastasia Avenue, Ste 500Coral Gables, FL 33134
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$449,731

2025 Contributions

$15,600

Historical Graphs

Total Assets Over Time

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

$2,947,383$1,473,692$0200720162025YearValue
$449,731Latest year 2025

Participants Over Time

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

530200720162025YearValue
2Latest year 2025

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
202512$449,731$15,600$7,800iApproximate average salary by contribution assumption: employee only about $195,000 at 4% or $130,000 at 6%; with 50% employer match about $130,000 at 4% or $86,667 at 6%; with 100% employer match about $97,500 at 4% or $65,000 at 6%.
Jeb Bush and Associates LLC 401K Plan-2$449,731$15,600$7,800iApproximate average salary by contribution assumption: employee only about $195,000 at 4% or $130,000 at 6%; with 50% employer match about $130,000 at 4% or $86,667 at 6%; with 100% employer match about $97,500 at 4% or $65,000 at 6%.
202412$579,475$15,800$7,900iApproximate average salary by contribution assumption: employee only about $197,500 at 4% or $131,667 at 6%; with 50% employer match about $131,667 at 4% or $87,778 at 6%; with 100% employer match about $98,750 at 4% or $65,833 at 6%.
Jeb Bush and Associates LLC 401K Plan-2$579,475$15,800$7,900iApproximate average salary by contribution assumption: employee only about $197,500 at 4% or $131,667 at 6%; with 50% employer match about $131,667 at 4% or $87,778 at 6%; with 100% employer match about $98,750 at 4% or $65,833 at 6%.
202313$814,117$14,700$4,900iApproximate average salary by contribution assumption: employee only about $122,500 at 4% or $81,667 at 6%; with 50% employer match about $81,667 at 4% or $54,444 at 6%; with 100% employer match about $61,250 at 4% or $40,833 at 6%.
Jeb Bush and Associates LLC 401K Plan-3$814,117$14,700$4,900iApproximate average salary by contribution assumption: employee only about $122,500 at 4% or $81,667 at 6%; with 50% employer match about $81,667 at 4% or $54,444 at 6%; with 100% employer match about $61,250 at 4% or $40,833 at 6%.
202213$693,243$14,900$4,967iApproximate average salary by contribution assumption: employee only about $124,167 at 4% or $82,778 at 6%; with 50% employer match about $82,778 at 4% or $55,185 at 6%; with 100% employer match about $62,083 at 4% or $41,389 at 6%.
Jeb Bush and Associates LLC 401K Plan-3$693,243$14,900$4,967iApproximate average salary by contribution assumption: employee only about $124,167 at 4% or $82,778 at 6%; with 50% employer match about $82,778 at 4% or $55,185 at 6%; with 100% employer match about $62,083 at 4% or $41,389 at 6%.
202113$809,704$11,900$3,967iApproximate average salary by contribution assumption: employee only about $99,167 at 4% or $66,111 at 6%; with 50% employer match about $66,111 at 4% or $44,074 at 6%; with 100% employer match about $49,583 at 4% or $33,056 at 6%.
Jeb Bush and Associates LLC 401K Plan-3$809,704$11,900$3,967iApproximate average salary by contribution assumption: employee only about $99,167 at 4% or $66,111 at 6%; with 50% employer match about $66,111 at 4% or $44,074 at 6%; with 100% employer match about $49,583 at 4% or $33,056 at 6%.
202013$717,351$24,200$8,067iApproximate average salary by contribution assumption: employee only about $201,667 at 4% or $134,444 at 6%; with 50% employer match about $134,444 at 4% or $89,630 at 6%; with 100% employer match about $100,833 at 4% or $67,222 at 6%.
Jeb Bush and Associates LLC 401K Plan-3$717,351$24,200$8,067iApproximate average salary by contribution assumption: employee only about $201,667 at 4% or $134,444 at 6%; with 50% employer match about $134,444 at 4% or $89,630 at 6%; with 100% employer match about $100,833 at 4% or $67,222 at 6%.
201913$609,153$56,300$18,767iApproximate average salary by contribution assumption: employee only about $469,167 at 4% or $312,778 at 6%; with 50% employer match about $312,778 at 4% or $208,519 at 6%; with 100% employer match about $234,583 at 4% or $156,389 at 6%.
Jeb Bush and Associates LLC 401K Plan-3$609,153$56,300$18,767iApproximate average salary by contribution assumption: employee only about $469,167 at 4% or $312,778 at 6%; with 50% employer match about $312,778 at 4% or $208,519 at 6%; with 100% employer match about $234,583 at 4% or $156,389 at 6%.
201813$463,903$69,393$23,131iApproximate average salary by contribution assumption: employee only about $578,275 at 4% or $385,517 at 6%; with 50% employer match about $385,517 at 4% or $257,011 at 6%; with 100% employer match about $289,138 at 4% or $192,758 at 6%.
Jeb Bush and Associates LLC 401K Plan-3$463,903$69,393$23,131iApproximate average salary by contribution assumption: employee only about $578,275 at 4% or $385,517 at 6%; with 50% employer match about $385,517 at 4% or $257,011 at 6%; with 100% employer match about $289,138 at 4% or $192,758 at 6%.
201713$441,045$66,348$22,116iApproximate average salary by contribution assumption: employee only about $552,900 at 4% or $368,600 at 6%; with 50% employer match about $368,600 at 4% or $245,733 at 6%; with 100% employer match about $276,450 at 4% or $184,300 at 6%.
Jeb Bush and Associates LLC 401K Plan-3$441,045$66,348$22,116iApproximate average salary by contribution assumption: employee only about $552,900 at 4% or $368,600 at 6%; with 50% employer match about $368,600 at 4% or $245,733 at 6%; with 100% employer match about $276,450 at 4% or $184,300 at 6%.
201611$327,887$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Jeb Bush and Associates LLC 401K Plan-1$327,887$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201513$304,562$127,952$42,651iApproximate average salary by contribution assumption: employee only about $1,066,267 at 4% or $710,844 at 6%; with 50% employer match about $710,844 at 4% or $473,896 at 6%; with 100% employer match about $533,133 at 4% or $355,422 at 6%.
Jeb Bush and Associates LLC 401K Plan-3$304,562$127,952$42,651iApproximate average salary by contribution assumption: employee only about $1,066,267 at 4% or $710,844 at 6%; with 50% employer match about $710,844 at 4% or $473,896 at 6%; with 100% employer match about $533,133 at 4% or $355,422 at 6%.
201425$1,019,676$430,950$86,190iApproximate average salary by contribution assumption: employee only about $2,154,750 at 4% or $1,436,500 at 6%; with 50% employer match about $1,436,500 at 4% or $957,667 at 6%; with 100% employer match about $1,077,375 at 4% or $718,250 at 6%.
Jeb Bush and Associates LLC 401K Plan-5$1,019,676$430,950$86,190iApproximate average salary by contribution assumption: employee only about $2,154,750 at 4% or $1,436,500 at 6%; with 50% employer match about $1,436,500 at 4% or $957,667 at 6%; with 100% employer match about $1,077,375 at 4% or $718,250 at 6%.
JEB BUSH & ASSOCIATES, LLC DEFINED BENEFIT PLAN-0$0--
201325$2,947,383$288,512$57,702iApproximate average salary by contribution assumption: employee only about $1,442,560 at 4% or $961,707 at 6%; with 50% employer match about $961,707 at 4% or $641,138 at 6%; with 100% employer match about $721,280 at 4% or $480,853 at 6%.
JEB BUSH & ASSOCIATES, LLC DEFINED BENEFIT PLAN-2$2,413,543$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Jeb Bush and Associates LLC 401K Plan-5$533,840$88,512$17,702iApproximate average salary by contribution assumption: employee only about $442,560 at 4% or $295,040 at 6%; with 50% employer match about $295,040 at 4% or $196,693 at 6%; with 100% employer match about $221,280 at 4% or $147,520 at 6%.
201225$2,386,514$326,524$65,305iApproximate average salary by contribution assumption: employee only about $1,632,620 at 4% or $1,088,413 at 6%; with 50% employer match about $1,088,413 at 4% or $725,609 at 6%; with 100% employer match about $816,310 at 4% or $544,207 at 6%.
JEB BUSH & ASSOCIATES, LLC DEFINED BENEFIT PLAN-2$1,986,635$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Jeb Bush and Associates LLC 401K Plan-5$399,879$76,524$15,305iApproximate average salary by contribution assumption: employee only about $382,620 at 4% or $255,080 at 6%; with 50% employer match about $255,080 at 4% or $170,053 at 6%; with 100% employer match about $191,310 at 4% or $127,540 at 6%.
201125$1,908,770$472,329$94,466iApproximate average salary by contribution assumption: employee only about $2,361,645 at 4% or $1,574,430 at 6%; with 50% employer match about $1,574,430 at 4% or $1,049,620 at 6%; with 100% employer match about $1,180,823 at 4% or $787,215 at 6%.
JEB BUSH & ASSOCIATES, LLC DEFINED BENEFIT PLAN-2$1,599,327$400,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
Jeb Bush and Associates LLC 401K Plan-5$309,443$72,329$14,466iApproximate average salary by contribution assumption: employee only about $361,645 at 4% or $241,097 at 6%; with 50% employer match about $241,097 at 4% or $160,731 at 6%; with 100% employer match about $180,823 at 4% or $120,548 at 6%.
201024$1,561,182$423,400$105,850iApproximate average salary by contribution assumption: employee only about $2,646,250 at 4% or $1,764,167 at 6%; with 50% employer match about $1,764,167 at 4% or $1,176,111 at 6%; with 100% employer match about $1,323,125 at 4% or $882,083 at 6%.
JEB BUSH & ASSOCIATES, LLC DEFINED BENEFIT PLAN-2$1,318,680$350,000$175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%.
Jeb Bush and Associates LLC 401K Plan-4$242,502$73,400$18,350iApproximate average salary by contribution assumption: employee only about $458,750 at 4% or $305,833 at 6%; with 50% employer match about $305,833 at 4% or $203,889 at 6%; with 100% employer match about $229,375 at 4% or $152,917 at 6%.
200923$995,645$377,800$125,933iApproximate average salary by contribution assumption: employee only about $3,148,333 at 4% or $2,098,889 at 6%; with 50% employer match about $2,098,889 at 4% or $1,399,259 at 6%; with 100% employer match about $1,574,167 at 4% or $1,049,444 at 6%.
JEB BUSH & ASSOCIATES, LLC DEFINED BENEFIT PLAN-2$839,628$310,000$155,000iApproximate average salary by contribution assumption: employee only about $3,875,000 at 4% or $2,583,333 at 6%; with 50% employer match about $2,583,333 at 4% or $1,722,222 at 6%; with 100% employer match about $1,937,500 at 4% or $1,291,667 at 6%.
Jeb Bush and Associates LLC 401K Plan-3$156,017$67,800$22,600iApproximate average salary by contribution assumption: employee only about $565,000 at 4% or $376,667 at 6%; with 50% employer match about $376,667 at 4% or $251,111 at 6%; with 100% employer match about $282,500 at 4% or $188,333 at 6%.
200823$83,156$63,100$21,033iApproximate average salary by contribution assumption: employee only about $525,833 at 4% or $350,556 at 6%; with 50% employer match about $350,556 at 4% or $233,704 at 6%; with 100% employer match about $262,917 at 4% or $175,278 at 6%.
Jeb Bush and Associates LLC 401K Plan-3$83,156$63,100$21,033iApproximate average salary by contribution assumption: employee only about $525,833 at 4% or $350,556 at 6%; with 50% employer match about $350,556 at 4% or $233,704 at 6%; with 100% employer match about $262,917 at 4% or $175,278 at 6%.
JEB BUSH & ASSOCIATES, LLC DEFINED BENEFIT PLAN-2---
200723$311,225$313,449$104,483iApproximate average salary by contribution assumption: employee only about $2,612,075 at 4% or $1,741,383 at 6%; with 50% employer match about $1,741,383 at 4% or $1,160,922 at 6%; with 100% employer match about $1,306,038 at 4% or $870,692 at 6%.
JEB BUSH & ASSOCIATES, LLC DEFINED BENEFIT PLAN-2$283,174$285,249$142,625iApproximate average salary by contribution assumption: employee only about $3,565,613 at 4% or $2,377,075 at 6%; with 50% employer match about $2,377,075 at 4% or $1,584,717 at 6%; with 100% employer match about $1,782,806 at 4% or $1,188,538 at 6%.
Jeb Bush and Associates LLC 401K Plan-3$28,051$28,200$9,400iApproximate average salary by contribution assumption: employee only about $235,000 at 4% or $156,667 at 6%; with 50% employer match about $156,667 at 4% or $104,444 at 6%; with 100% employer match about $117,500 at 4% or $78,333 at 6%.