Civic Intelligence

Jetter Wealth Management

Plan context: Paul D. Jetter Self Employed 401(K) Plan

EIN 26-1495090 • Holmdel, NJ • 17 filings • 3 plans

960 Holmdel Road Building 2,Floor 1Holmdel, NJ 07733
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,311,819

2024 Contributions

$220,739

Historical Graphs

Total Assets Over Time

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

$2,311,819$1,155,910$0201420192024YearValue
$2,311,819Latest year 2024

Participants Over Time

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

210201420192024YearValue
2Latest 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
202422$2,311,819$220,739$110,370iApproximate average salary by contribution assumption: employee only about $2,759,238 at 4% or $1,839,492 at 6%; with 50% employer match about $1,839,492 at 4% or $1,226,328 at 6%; with 100% employer match about $1,379,619 at 4% or $919,746 at 6%.
Paul D. Jetter Self Employed 401(K) Plan-2$1,374,872$58,970$29,485iApproximate average salary by contribution assumption: employee only about $737,125 at 4% or $491,417 at 6%; with 50% employer match about $491,417 at 4% or $327,611 at 6%; with 100% employer match about $368,563 at 4% or $245,708 at 6%.
Jetter Wealth Management Cash Balance Plan-2$936,947$161,769$80,885iApproximate average salary by contribution assumption: employee only about $2,022,113 at 4% or $1,348,075 at 6%; with 50% employer match about $1,348,075 at 4% or $898,717 at 6%; with 100% employer match about $1,011,056 at 4% or $674,038 at 6%.
202322$1,841,935$215,324$107,662iApproximate average salary by contribution assumption: employee only about $2,691,550 at 4% or $1,794,367 at 6%; with 50% employer match about $1,794,367 at 4% or $1,196,244 at 6%; with 100% employer match about $1,345,775 at 4% or $897,183 at 6%.
Paul D. Jetter Self Employed 401(K) Plan-2$1,165,397$53,640$26,820iApproximate average salary by contribution assumption: employee only about $670,500 at 4% or $447,000 at 6%; with 50% employer match about $447,000 at 4% or $298,000 at 6%; with 100% employer match about $335,250 at 4% or $223,500 at 6%.
Jetter Wealth Management Cash Balance Plan-2$676,538$161,684$80,842iApproximate average salary by contribution assumption: employee only about $2,021,050 at 4% or $1,347,367 at 6%; with 50% employer match about $1,347,367 at 4% or $898,244 at 6%; with 100% employer match about $1,010,525 at 4% or $673,683 at 6%.
202222$1,369,017$189,201$94,601iApproximate average salary by contribution assumption: employee only about $2,365,013 at 4% or $1,576,675 at 6%; with 50% employer match about $1,576,675 at 4% or $1,051,117 at 6%; with 100% employer match about $1,182,506 at 4% or $788,338 at 6%.
Paul D. Jetter Self Employed 401(K) Plan-2$940,811$47,650$23,825iApproximate average salary by contribution assumption: employee only about $595,625 at 4% or $397,083 at 6%; with 50% employer match about $397,083 at 4% or $264,722 at 6%; with 100% employer match about $297,813 at 4% or $198,542 at 6%.
Jetter Wealth Management Cash Balance Plan-2$428,206$141,551$70,776iApproximate average salary by contribution assumption: employee only about $1,769,388 at 4% or $1,179,592 at 6%; with 50% employer match about $1,179,592 at 4% or $786,394 at 6%; with 100% employer match about $884,694 at 4% or $589,796 at 6%.
202122$1,385,008$162,093$81,047iApproximate average salary by contribution assumption: employee only about $2,026,163 at 4% or $1,350,775 at 6%; with 50% employer match about $1,350,775 at 4% or $900,517 at 6%; with 100% employer match about $1,013,081 at 4% or $675,388 at 6%.
Paul D. Jetter Self Employed 401(K) Plan-2$1,047,138$50,550$25,275iApproximate average salary by contribution assumption: employee only about $631,875 at 4% or $421,250 at 6%; with 50% employer match about $421,250 at 4% or $280,833 at 6%; with 100% employer match about $315,938 at 4% or $210,625 at 6%.
Jetter Wealth Management Cash Balance Plan-2$337,870$111,543$55,772iApproximate average salary by contribution assumption: employee only about $1,394,288 at 4% or $929,525 at 6%; with 50% employer match about $929,525 at 4% or $619,683 at 6%; with 100% employer match about $697,144 at 4% or $464,763 at 6%.
202022$1,092,653$159,667$79,834iApproximate average salary by contribution assumption: employee only about $1,995,838 at 4% or $1,330,558 at 6%; with 50% employer match about $1,330,558 at 4% or $887,039 at 6%; with 100% employer match about $997,919 at 4% or $665,279 at 6%.
Paul D. Jetter Self Employed 401(K) Plan-2$895,268$48,200$24,100iApproximate average salary by contribution assumption: employee only about $602,500 at 4% or $401,667 at 6%; with 50% employer match about $401,667 at 4% or $267,778 at 6%; with 100% employer match about $301,250 at 4% or $200,833 at 6%.
Jetter Wealth Management Cash Balance Plan-2$197,385$111,467$55,734iApproximate average salary by contribution assumption: employee only about $1,393,338 at 4% or $928,892 at 6%; with 50% employer match about $928,892 at 4% or $619,261 at 6%; with 100% employer match about $696,669 at 4% or $464,446 at 6%.
201922$831,329$122,964$61,482iApproximate average salary by contribution assumption: employee only about $1,537,050 at 4% or $1,024,700 at 6%; with 50% employer match about $1,024,700 at 4% or $683,133 at 6%; with 100% employer match about $768,525 at 4% or $512,350 at 6%.
Paul D. Jetter Self Employed 401(K) Plan-2$754,963$46,600$23,300iApproximate average salary by contribution assumption: employee only about $582,500 at 4% or $388,333 at 6%; with 50% employer match about $388,333 at 4% or $258,889 at 6%; with 100% employer match about $291,250 at 4% or $194,167 at 6%.
Jetter Wealth Management Cash Balance Plan-2$76,366$76,364$38,182iApproximate average salary by contribution assumption: employee only about $954,550 at 4% or $636,367 at 6%; with 50% employer match about $636,367 at 4% or $424,244 at 6%; with 100% employer match about $477,275 at 4% or $318,183 at 6%.
201812$599,991$67,519$33,760iApproximate average salary by contribution assumption: employee only about $843,988 at 4% or $562,658 at 6%; with 50% employer match about $562,658 at 4% or $375,106 at 6%; with 100% employer match about $421,994 at 4% or $281,329 at 6%.
Paul D. Jetter Self Employed 401(K) Plan-2$599,991$67,519$33,760iApproximate average salary by contribution assumption: employee only about $843,988 at 4% or $562,658 at 6%; with 50% employer match about $562,658 at 4% or $375,106 at 6%; with 100% employer match about $421,994 at 4% or $281,329 at 6%.
201711$576,965$60,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Paul D. Jetter Self Employed 401(K) Plan-1$576,965$60,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
201612$452,019$61,036$30,518iApproximate average salary by contribution assumption: employee only about $762,950 at 4% or $508,633 at 6%; with 50% employer match about $508,633 at 4% or $339,089 at 6%; with 100% employer match about $381,475 at 4% or $254,317 at 6%.
Paul D. Jetter Self Employed 401(K) Plan-2$452,019$61,036$30,518iApproximate average salary by contribution assumption: employee only about $762,950 at 4% or $508,633 at 6%; with 50% employer match about $508,633 at 4% or $339,089 at 6%; with 100% employer match about $381,475 at 4% or $254,317 at 6%.
201512$364,694$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
Paul D. Jetter Self Employed 401(K) Plan-2$364,694$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
201412$310,192$63,471$31,736iApproximate average salary by contribution assumption: employee only about $793,388 at 4% or $528,925 at 6%; with 50% employer match about $528,925 at 4% or $352,617 at 6%; with 100% employer match about $396,694 at 4% or $264,463 at 6%.
Paul D. Jetter Self Employed 401(K) Plan-2$310,192$63,471$31,736iApproximate average salary by contribution assumption: employee only about $793,388 at 4% or $528,925 at 6%; with 50% employer match about $528,925 at 4% or $352,617 at 6%; with 100% employer match about $396,694 at 4% or $264,463 at 6%.