Civic Intelligence

J. Financial Services, L.L.C.

Plan context: J. Financial Services, L.L.C. 412I Defined Benefit Plan

EIN 23-3743505 • Palm Beach, FL • 11 filings • 3 plans

340 Royal Poinciana Plaza #305Palm Beach, FL 33480
Current Snapshot

Latest Year

2013

2013 Participants

1

2013 Assets

$1,077,215

2013 Contributions

$200,000

Historical Graphs

Total Assets Over Time

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

$1,077,215$538,608$0200320092013YearValue
$1,077,215Latest year 2013

Participants Over Time

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

110200320082013YearValue
1Latest year 2013

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
201311$1,077,215$200,000$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%.
J. Financial Services, L.L.C. 412I Defined Benefit Plan-1$1,077,215$200,000$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%.
201211$814,745$18,340$18,340iApproximate average salary by contribution assumption: employee only about $458,500 at 4% or $305,667 at 6%; with 50% employer match about $305,667 at 4% or $203,778 at 6%; with 100% employer match about $229,250 at 4% or $152,833 at 6%.
J. Financial Services, L.L.C. 412I Defined Benefit Plan-1$814,745$18,340$18,340iApproximate average salary by contribution assumption: employee only about $458,500 at 4% or $305,667 at 6%; with 50% employer match about $305,667 at 4% or $203,778 at 6%; with 100% employer match about $229,250 at 4% or $152,833 at 6%.
201111$757,611$0-
J. Financial Services, L.L.C. 412I Defined Benefit Plan-1$757,611$0-
201011$805,241$0-
J. Financial Services, L.L.C. 412I Defined Benefit Plan-1$805,241$0-
200911$749,362$10,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
J. Financial Services, L.L.C. 412I Defined Benefit Plan-1$749,362$10,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200811$0$0-
J. Financial Services, L.L.C. 412I Defined Benefit Plan-1---
200711$906,314$156,569$156,569iApproximate average salary by contribution assumption: employee only about $3,914,225 at 4% or $2,609,483 at 6%; with 50% employer match about $2,609,483 at 4% or $1,739,656 at 6%; with 100% employer match about $1,957,113 at 4% or $1,304,742 at 6%.
J. Financial Services, L.L.C. 412I Defined Benefit Plan-1$906,314$156,569$156,569iApproximate average salary by contribution assumption: employee only about $3,914,225 at 4% or $2,609,483 at 6%; with 50% employer match about $2,609,483 at 4% or $1,739,656 at 6%; with 100% employer match about $1,957,113 at 4% or $1,304,742 at 6%.
200611$722,390$148,680$148,680iApproximate average salary by contribution assumption: employee only about $3,717,000 at 4% or $2,478,000 at 6%; with 50% employer match about $2,478,000 at 4% or $1,652,000 at 6%; with 100% employer match about $1,858,500 at 4% or $1,239,000 at 6%.
J. Financial Services, L.L.C. 412I Defined Benefit Plan-1$722,390$148,680$148,680iApproximate average salary by contribution assumption: employee only about $3,717,000 at 4% or $2,478,000 at 6%; with 50% employer match about $2,478,000 at 4% or $1,652,000 at 6%; with 100% employer match about $1,858,500 at 4% or $1,239,000 at 6%.
200511$549,436$142,230$142,230iApproximate average salary by contribution assumption: employee only about $3,555,750 at 4% or $2,370,500 at 6%; with 50% employer match about $2,370,500 at 4% or $1,580,333 at 6%; with 100% employer match about $1,777,875 at 4% or $1,185,250 at 6%.
J. Financial Services, L.L.C. 412I Defined Benefit Plan-1$549,436$142,230$142,230iApproximate average salary by contribution assumption: employee only about $3,555,750 at 4% or $2,370,500 at 6%; with 50% employer match about $2,370,500 at 4% or $1,580,333 at 6%; with 100% employer match about $1,777,875 at 4% or $1,185,250 at 6%.
200411$385,707$125,352$125,352iApproximate average salary by contribution assumption: employee only about $3,133,800 at 4% or $2,089,200 at 6%; with 50% employer match about $2,089,200 at 4% or $1,392,800 at 6%; with 100% employer match about $1,566,900 at 4% or $1,044,600 at 6%.
J. Financial Services, L.L.C. 412I Defined Benefit Plan-1$385,707$125,352$125,352iApproximate average salary by contribution assumption: employee only about $3,133,800 at 4% or $2,089,200 at 6%; with 50% employer match about $2,089,200 at 4% or $1,392,800 at 6%; with 100% employer match about $1,566,900 at 4% or $1,044,600 at 6%.
200311$251,332$120,584$120,584iApproximate average salary by contribution assumption: employee only about $3,014,600 at 4% or $2,009,733 at 6%; with 50% employer match about $2,009,733 at 4% or $1,339,822 at 6%; with 100% employer match about $1,507,300 at 4% or $1,004,867 at 6%.
J. Financial Services, L.L.C. 412I Defined Benefit Plan-1$251,332$120,584$120,584iApproximate average salary by contribution assumption: employee only about $3,014,600 at 4% or $2,009,733 at 6%; with 50% employer match about $2,009,733 at 4% or $1,339,822 at 6%; with 100% employer match about $1,507,300 at 4% or $1,004,867 at 6%.