Civic Intelligence

Jt and Associates LLC

Plan context: Jt and Associates LLC 401(K) Plan

EIN 26-1588174 • Elm Grove, WI • 17 filings • 2 plans

700 Pilgrim ParkwaySuite 200Elm Grove, WI 53122
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,356,079

2024 Contributions

$110,860

Historical Graphs

Total Assets Over Time

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

$1,770,267$885,134$0200820162024YearValue
$1,356,079Latest year 2024

Participants Over Time

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

1160200820162024YearValue
11Latest 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
2024111$1,356,079$110,860$10,078iApproximate average salary by contribution assumption: employee only about $251,955 at 4% or $167,970 at 6%; with 50% employer match about $167,970 at 4% or $111,980 at 6%; with 100% employer match about $125,977 at 4% or $83,985 at 6%.
Jt and Associates LLC 401(K) Plan-11$1,356,079$110,860$10,078iApproximate average salary by contribution assumption: employee only about $251,955 at 4% or $167,970 at 6%; with 50% employer match about $167,970 at 4% or $111,980 at 6%; with 100% employer match about $125,977 at 4% or $83,985 at 6%.
2023111$1,326,116$87,641$7,967iApproximate average salary by contribution assumption: employee only about $199,184 at 4% or $132,789 at 6%; with 50% employer match about $132,789 at 4% or $88,526 at 6%; with 100% employer match about $99,592 at 4% or $66,395 at 6%.
Jt and Associates LLC 401(K) Plan-11$1,326,116$87,641$7,967iApproximate average salary by contribution assumption: employee only about $199,184 at 4% or $132,789 at 6%; with 50% employer match about $132,789 at 4% or $88,526 at 6%; with 100% employer match about $99,592 at 4% or $66,395 at 6%.
202219$1,198,417$104,930$11,659iApproximate average salary by contribution assumption: employee only about $291,472 at 4% or $194,315 at 6%; with 50% employer match about $194,315 at 4% or $129,543 at 6%; with 100% employer match about $145,736 at 4% or $97,157 at 6%.
Jt and Associates LLC 401(K) Plan-9$1,198,417$104,930$11,659iApproximate average salary by contribution assumption: employee only about $291,472 at 4% or $194,315 at 6%; with 50% employer match about $194,315 at 4% or $129,543 at 6%; with 100% employer match about $145,736 at 4% or $97,157 at 6%.
202119$1,770,267$110,504$12,278iApproximate average salary by contribution assumption: employee only about $306,956 at 4% or $204,637 at 6%; with 50% employer match about $204,637 at 4% or $136,425 at 6%; with 100% employer match about $153,478 at 4% or $102,319 at 6%.
Jt and Associates LLC 401(K) Plan-9$1,770,267$110,504$12,278iApproximate average salary by contribution assumption: employee only about $306,956 at 4% or $204,637 at 6%; with 50% employer match about $204,637 at 4% or $136,425 at 6%; with 100% employer match about $153,478 at 4% or $102,319 at 6%.
202019$1,443,391$67,072$7,452iApproximate average salary by contribution assumption: employee only about $186,311 at 4% or $124,207 at 6%; with 50% employer match about $124,207 at 4% or $82,805 at 6%; with 100% employer match about $93,156 at 4% or $62,104 at 6%.
Jt and Associates LLC 401(K) Plan-9$1,443,391$67,072$7,452iApproximate average salary by contribution assumption: employee only about $186,311 at 4% or $124,207 at 6%; with 50% employer match about $124,207 at 4% or $82,805 at 6%; with 100% employer match about $93,156 at 4% or $62,104 at 6%.
201919$1,231,218$90,494$10,055iApproximate average salary by contribution assumption: employee only about $251,372 at 4% or $167,581 at 6%; with 50% employer match about $167,581 at 4% or $111,721 at 6%; with 100% employer match about $125,686 at 4% or $83,791 at 6%.
Jt and Associates LLC 401(K) Plan-9$1,231,218$90,494$10,055iApproximate average salary by contribution assumption: employee only about $251,372 at 4% or $167,581 at 6%; with 50% employer match about $167,581 at 4% or $111,721 at 6%; with 100% employer match about $125,686 at 4% or $83,791 at 6%.
2018110$950,424$82,501$8,250iApproximate average salary by contribution assumption: employee only about $206,253 at 4% or $137,502 at 6%; with 50% employer match about $137,502 at 4% or $91,668 at 6%; with 100% employer match about $103,126 at 4% or $68,751 at 6%.
Jt and Associates LLC 401(K) Plan-10$950,424$82,501$8,250iApproximate average salary by contribution assumption: employee only about $206,253 at 4% or $137,502 at 6%; with 50% employer match about $137,502 at 4% or $91,668 at 6%; with 100% employer match about $103,126 at 4% or $68,751 at 6%.
201719$912,476$82,693$9,188iApproximate average salary by contribution assumption: employee only about $229,703 at 4% or $153,135 at 6%; with 50% employer match about $153,135 at 4% or $102,090 at 6%; with 100% employer match about $114,851 at 4% or $76,568 at 6%.
Jt and Associates LLC 401(K) Plan-9$912,476$82,693$9,188iApproximate average salary by contribution assumption: employee only about $229,703 at 4% or $153,135 at 6%; with 50% employer match about $153,135 at 4% or $102,090 at 6%; with 100% employer match about $114,851 at 4% or $76,568 at 6%.
201618$721,720$76,779$9,597iApproximate average salary by contribution assumption: employee only about $239,934 at 4% or $159,956 at 6%; with 50% employer match about $159,956 at 4% or $106,638 at 6%; with 100% employer match about $119,967 at 4% or $79,978 at 6%.
Jt and Associates LLC 401(K) Plan-8$721,720$76,779$9,597iApproximate average salary by contribution assumption: employee only about $239,934 at 4% or $159,956 at 6%; with 50% employer match about $159,956 at 4% or $106,638 at 6%; with 100% employer match about $119,967 at 4% or $79,978 at 6%.
201518$663,336$187,391$23,424iApproximate average salary by contribution assumption: employee only about $585,597 at 4% or $390,398 at 6%; with 50% employer match about $390,398 at 4% or $260,265 at 6%; with 100% employer match about $292,798 at 4% or $195,199 at 6%.
Jt and Associates LLC 401(K) Plan-8$663,336$187,391$23,424iApproximate average salary by contribution assumption: employee only about $585,597 at 4% or $390,398 at 6%; with 50% employer match about $390,398 at 4% or $260,265 at 6%; with 100% employer match about $292,798 at 4% or $195,199 at 6%.
201418$475,494$65,147$8,143iApproximate average salary by contribution assumption: employee only about $203,584 at 4% or $135,723 at 6%; with 50% employer match about $135,723 at 4% or $90,482 at 6%; with 100% employer match about $101,792 at 4% or $67,861 at 6%.
Jt and Associates LLC 401(K) Plan-8$475,494$65,147$8,143iApproximate average salary by contribution assumption: employee only about $203,584 at 4% or $135,723 at 6%; with 50% employer match about $135,723 at 4% or $90,482 at 6%; with 100% employer match about $101,792 at 4% or $67,861 at 6%.
201319$385,849$120,637$13,404iApproximate average salary by contribution assumption: employee only about $335,103 at 4% or $223,402 at 6%; with 50% employer match about $223,402 at 4% or $148,935 at 6%; with 100% employer match about $167,551 at 4% or $111,701 at 6%.
Jt and Associates LLC 401(K) Plan-9$385,849$120,637$13,404iApproximate average salary by contribution assumption: employee only about $335,103 at 4% or $223,402 at 6%; with 50% employer match about $223,402 at 4% or $148,935 at 6%; with 100% employer match about $167,551 at 4% or $111,701 at 6%.
201218$225,020$56,621$7,078iApproximate average salary by contribution assumption: employee only about $176,941 at 4% or $117,960 at 6%; with 50% employer match about $117,960 at 4% or $78,640 at 6%; with 100% employer match about $88,470 at 4% or $58,980 at 6%.
Jt and Associates LLC 401(K) Plan-8$225,020$56,621$7,078iApproximate average salary by contribution assumption: employee only about $176,941 at 4% or $117,960 at 6%; with 50% employer match about $117,960 at 4% or $78,640 at 6%; with 100% employer match about $88,470 at 4% or $58,980 at 6%.
201119$211,497$38,442$4,271iApproximate average salary by contribution assumption: employee only about $106,783 at 4% or $71,189 at 6%; with 50% employer match about $71,189 at 4% or $47,459 at 6%; with 100% employer match about $53,392 at 4% or $35,594 at 6%.
Jt and Associates LLC 401(K) Plan-9$211,497$38,442$4,271iApproximate average salary by contribution assumption: employee only about $106,783 at 4% or $71,189 at 6%; with 50% employer match about $71,189 at 4% or $47,459 at 6%; with 100% employer match about $53,392 at 4% or $35,594 at 6%.
2010110$184,846$44,410$4,441iApproximate average salary by contribution assumption: employee only about $111,025 at 4% or $74,017 at 6%; with 50% employer match about $74,017 at 4% or $49,344 at 6%; with 100% employer match about $55,513 at 4% or $37,008 at 6%.
Jt and Associates LLC 401(K) Plan-10$184,846$44,410$4,441iApproximate average salary by contribution assumption: employee only about $111,025 at 4% or $74,017 at 6%; with 50% employer match about $74,017 at 4% or $49,344 at 6%; with 100% employer match about $55,513 at 4% or $37,008 at 6%.
200918$117,799$61,774$7,722iApproximate average salary by contribution assumption: employee only about $193,044 at 4% or $128,696 at 6%; with 50% employer match about $128,696 at 4% or $85,797 at 6%; with 100% employer match about $96,522 at 4% or $64,348 at 6%.
Jt and Associates LLC 401(K) Plan-8$117,799$61,774$7,722iApproximate average salary by contribution assumption: employee only about $193,044 at 4% or $128,696 at 6%; with 50% employer match about $128,696 at 4% or $85,797 at 6%; with 100% employer match about $96,522 at 4% or $64,348 at 6%.
200818$31,294$34,534$4,317iApproximate average salary by contribution assumption: employee only about $107,919 at 4% or $71,946 at 6%; with 50% employer match about $71,946 at 4% or $47,964 at 6%; with 100% employer match about $53,959 at 4% or $35,973 at 6%.
Jt and Associates LLC 401(K) Plan-8$31,294$34,534$4,317iApproximate average salary by contribution assumption: employee only about $107,919 at 4% or $71,946 at 6%; with 50% employer match about $71,946 at 4% or $47,964 at 6%; with 100% employer match about $53,959 at 4% or $35,973 at 6%.