Civic Intelligence

J & S Investments & Co.

Plan context: J & S Investments & Co. Money Purchase Pension Plan

EIN 22-2677477 • Boca Raton, FL • 31 filings • 3 plans

200 SE Mizner Blvd #514Boca Raton, FL 33432
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$2,692,807

2021 Contributions

$483,033

Historical Graphs

Total Assets Over Time

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

$2,692,807$1,346,404$0199920112021YearValue
$2,692,807Latest year 2021

Participants Over Time

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

210199920102021YearValue
1Latest year 2021

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
202111$2,692,807$0-
J & S Investments & Co. Money Purchase Pension Plan-1$2,692,807$0-
202011$2,521,081$0-
J & S Investments & Co. Money Purchase Pension Plan-1$2,521,081$0-
201911$2,384,496$0-
J & S Investments & Co. Money Purchase Pension Plan-1$2,384,496$0-
201811$2,081,542$0-
J & S Investments & Co. Money Purchase Pension Plan-1$2,081,542$0-
201711$2,164,942$0-
J & S Investments & Co. Money Purchase Pension Plan-1$2,164,942$0-
201611$1,730,417$0-
J & S Investments & Co. Money Purchase Pension Plan-1$1,730,417$0-
201511$1,561,050$0-
J & S Investments & Co. Money Purchase Pension Plan-1$1,561,050$0-
201411$1,644,119$0-
J & S Investments & Co. Money Purchase Pension Plan-1$1,644,119$0-
201311$1,555,105$0-
J & S Investments & Co. Money Purchase Pension Plan-1$1,555,105$0-
201211$1,392,460$0-
J & S Investments & Co. Money Purchase Pension Plan-1$1,392,460$0-
201111$1,215,608$0-
J & S Investments & Co. Money Purchase Pension Plan-1$1,215,608$0-
201011$1,179,680$0-
J & S Investments & Co. Money Purchase Pension Plan-1$1,179,680$0-
200911$1,026,056$0-
J & S Investments & Co. Money Purchase Pension Plan-1$1,026,056$0-
200811$854,775$483,033$483,033iApproximate average salary by contribution assumption: employee only about $12,075,825 at 4% or $8,050,550 at 6%; with 50% employer match about $8,050,550 at 4% or $5,367,033 at 6%; with 100% employer match about $6,037,913 at 4% or $4,025,275 at 6%.
J & S Investments & Co. Money Purchase Pension Plan-1$854,775$483,033$483,033iApproximate average salary by contribution assumption: employee only about $12,075,825 at 4% or $8,050,550 at 6%; with 50% employer match about $8,050,550 at 4% or $5,367,033 at 6%; with 100% employer match about $6,037,913 at 4% or $4,025,275 at 6%.
200711$0$0-
J & S Investments & Co. Money Purchase Pension Plan-1---
200621$553,085$0-
J & S Investments & Co. Money Purchase Pension Plan-1$292,792--
J & S Investments & Co. Profit Sharing Plan-1$260,293--
200521$515,850$0-
J & S Investments & Co. Money Purchase Pension Plan-1$275,749--
J & S Investments & Co. Profit Sharing Plan-1$240,101--
200421$507,354$0-
J & S Investments & Co. Money Purchase Pension Plan-1$266,548--
J & S Investments & Co. Profit Sharing Plan-1$240,806--
200322$483,527$0-
J & S Investments & Co. Money Purchase Pension Plan-1$247,061--
J & S Investments & Co. Profit Sharing Plan-2$236,466--
200221$429,625$5,081$5,081iApproximate average salary by contribution assumption: employee only about $127,025 at 4% or $84,683 at 6%; with 50% employer match about $84,683 at 4% or $56,456 at 6%; with 100% employer match about $63,513 at 4% or $42,342 at 6%.
J & S Investments & Co. Money Purchase Pension Plan-1$221,450$2,032$2,032iApproximate average salary by contribution assumption: employee only about $50,800 at 4% or $33,867 at 6%; with 50% employer match about $33,867 at 4% or $22,578 at 6%; with 100% employer match about $25,400 at 4% or $16,933 at 6%.
J & S Investments & Co. Profit Sharing Plan-1$208,175$3,049$3,049iApproximate average salary by contribution assumption: employee only about $76,225 at 4% or $50,817 at 6%; with 50% employer match about $50,817 at 4% or $33,878 at 6%; with 100% employer match about $38,113 at 4% or $25,408 at 6%.
200121$0$0-
J & S Investments & Co. Money Purchase Pension Plan-1---
J & S Investments & Co. Profit Sharing Plan-1---
200021$221,953$13,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
J & S Investments & Co. Profit Sharing Plan-1$221,953$13,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
J & S Investments & Co. Money Purchase Pension Plan-1---
199922$411,163$60,000$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%.
J & S Investments & Co. Money Purchase Pension Plan-2$212,027$32,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
J & S Investments & Co. Profit Sharing Plan-2$199,136$28,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.