Civic Intelligence

Jrb Wealth Management

Plan context: Jrb Wealth Management 401(K) Plan

EIN 22-3274771 • Yardley, PA • 12 filings • 2 plans

15 W. Afton Avenue1st FloorYardley, PA 19067
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$647,001

2024 Contributions

$149,262

Historical Graphs

Total Assets Over Time

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

$841,007$420,504$0201320192024YearValue
$647,001Latest year 2024

Participants Over Time

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

630201320192024YearValue
6Latest 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
202416$647,001$149,262$24,877iApproximate average salary by contribution assumption: employee only about $621,925 at 4% or $414,617 at 6%; with 50% employer match about $414,617 at 4% or $276,411 at 6%; with 100% employer match about $310,963 at 4% or $207,308 at 6%.
Jrb Wealth Management 401(K) Plan-6$647,001$149,262$24,877iApproximate average salary by contribution assumption: employee only about $621,925 at 4% or $414,617 at 6%; with 50% employer match about $414,617 at 4% or $276,411 at 6%; with 100% employer match about $310,963 at 4% or $207,308 at 6%.
202316$758,823$134,456$22,409iApproximate average salary by contribution assumption: employee only about $560,233 at 4% or $373,489 at 6%; with 50% employer match about $373,489 at 4% or $248,993 at 6%; with 100% employer match about $280,117 at 4% or $186,744 at 6%.
Jrb Wealth Management 401(K) Plan-6$758,823$134,456$22,409iApproximate average salary by contribution assumption: employee only about $560,233 at 4% or $373,489 at 6%; with 50% employer match about $373,489 at 4% or $248,993 at 6%; with 100% employer match about $280,117 at 4% or $186,744 at 6%.
202215$518,303$125,051$25,010iApproximate average salary by contribution assumption: employee only about $625,255 at 4% or $416,837 at 6%; with 50% employer match about $416,837 at 4% or $277,891 at 6%; with 100% employer match about $312,628 at 4% or $208,418 at 6%.
Jrb Wealth Management 401(K) Plan-5$518,303$125,051$25,010iApproximate average salary by contribution assumption: employee only about $625,255 at 4% or $416,837 at 6%; with 50% employer match about $416,837 at 4% or $277,891 at 6%; with 100% employer match about $312,628 at 4% or $208,418 at 6%.
202114$490,576$109,441$27,360iApproximate average salary by contribution assumption: employee only about $684,006 at 4% or $456,004 at 6%; with 50% employer match about $456,004 at 4% or $304,003 at 6%; with 100% employer match about $342,003 at 4% or $228,002 at 6%.
Jrb Wealth Management 401(K) Plan-4$490,576$109,441$27,360iApproximate average salary by contribution assumption: employee only about $684,006 at 4% or $456,004 at 6%; with 50% employer match about $456,004 at 4% or $304,003 at 6%; with 100% employer match about $342,003 at 4% or $228,002 at 6%.
202013$841,007$99,174$33,058iApproximate average salary by contribution assumption: employee only about $826,450 at 4% or $550,967 at 6%; with 50% employer match about $550,967 at 4% or $367,311 at 6%; with 100% employer match about $413,225 at 4% or $275,483 at 6%.
Jrb Wealth Management 401(K) Plan-3$841,007$99,174$33,058iApproximate average salary by contribution assumption: employee only about $826,450 at 4% or $550,967 at 6%; with 50% employer match about $550,967 at 4% or $367,311 at 6%; with 100% employer match about $413,225 at 4% or $275,483 at 6%.
201913$598,537$98,330$32,777iApproximate average salary by contribution assumption: employee only about $819,417 at 4% or $546,278 at 6%; with 50% employer match about $546,278 at 4% or $364,185 at 6%; with 100% employer match about $409,708 at 4% or $273,139 at 6%.
Jrb Wealth Management 401(K) Plan-3$598,537$98,330$32,777iApproximate average salary by contribution assumption: employee only about $819,417 at 4% or $546,278 at 6%; with 50% employer match about $546,278 at 4% or $364,185 at 6%; with 100% employer match about $409,708 at 4% or $273,139 at 6%.
201813$398,840$67,909$22,636iApproximate average salary by contribution assumption: employee only about $565,908 at 4% or $377,272 at 6%; with 50% employer match about $377,272 at 4% or $251,515 at 6%; with 100% employer match about $282,954 at 4% or $188,636 at 6%.
Jrb Wealth Management 401(K) Plan-3$398,840$67,909$22,636iApproximate average salary by contribution assumption: employee only about $565,908 at 4% or $377,272 at 6%; with 50% employer match about $377,272 at 4% or $251,515 at 6%; with 100% employer match about $282,954 at 4% or $188,636 at 6%.
201713$359,826$88,016$29,339iApproximate average salary by contribution assumption: employee only about $733,467 at 4% or $488,978 at 6%; with 50% employer match about $488,978 at 4% or $325,985 at 6%; with 100% employer match about $366,733 at 4% or $244,489 at 6%.
Jrb Wealth Management 401(K) Plan-3$359,826$88,016$29,339iApproximate average salary by contribution assumption: employee only about $733,467 at 4% or $488,978 at 6%; with 50% employer match about $488,978 at 4% or $325,985 at 6%; with 100% employer match about $366,733 at 4% or $244,489 at 6%.
201613$227,715$38,845$12,948iApproximate average salary by contribution assumption: employee only about $323,708 at 4% or $215,806 at 6%; with 50% employer match about $215,806 at 4% or $143,870 at 6%; with 100% employer match about $161,854 at 4% or $107,903 at 6%.
Jrb Wealth Management 401(K) Plan-3$227,715$38,845$12,948iApproximate average salary by contribution assumption: employee only about $323,708 at 4% or $215,806 at 6%; with 50% employer match about $215,806 at 4% or $143,870 at 6%; with 100% employer match about $161,854 at 4% or $107,903 at 6%.
201513$176,627$55,897$18,632iApproximate average salary by contribution assumption: employee only about $465,808 at 4% or $310,539 at 6%; with 50% employer match about $310,539 at 4% or $207,026 at 6%; with 100% employer match about $232,904 at 4% or $155,269 at 6%.
Jrb Wealth Management 401(K) Plan-3$176,627$55,897$18,632iApproximate average salary by contribution assumption: employee only about $465,808 at 4% or $310,539 at 6%; with 50% employer match about $310,539 at 4% or $207,026 at 6%; with 100% employer match about $232,904 at 4% or $155,269 at 6%.
201413$125,790$63,424$21,141iApproximate average salary by contribution assumption: employee only about $528,533 at 4% or $352,356 at 6%; with 50% employer match about $352,356 at 4% or $234,904 at 6%; with 100% employer match about $264,267 at 4% or $176,178 at 6%.
Jrb Wealth Management 401(K) Plan-3$125,790$63,424$21,141iApproximate average salary by contribution assumption: employee only about $528,533 at 4% or $352,356 at 6%; with 50% employer match about $352,356 at 4% or $234,904 at 6%; with 100% employer match about $264,267 at 4% or $176,178 at 6%.
201314$59,718$56,143$14,036iApproximate average salary by contribution assumption: employee only about $350,894 at 4% or $233,929 at 6%; with 50% employer match about $233,929 at 4% or $155,953 at 6%; with 100% employer match about $175,447 at 4% or $116,965 at 6%.
Jrb Wealth Management 401(K) Plan-4$59,718$56,143$14,036iApproximate average salary by contribution assumption: employee only about $350,894 at 4% or $233,929 at 6%; with 50% employer match about $233,929 at 4% or $155,953 at 6%; with 100% employer match about $175,447 at 4% or $116,965 at 6%.