Jsm & Associates LLC
Plan context: JSM & ASSOCIATES 401(K) PLAN
EIN 26-1660700 • Apopka, FL • 16 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
377
2024 Assets
$4,340,176
2024 Contributions
$1,025,171
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 377 | $4,340,176 | $1,025,171 | $2,719iApproximate average salary by contribution assumption: employee only about $67,982 at 4% or $45,321 at 6%; with 50% employer match about $45,321 at 4% or $30,214 at 6%; with 100% employer match about $33,991 at 4% or $22,661 at 6%. |
| JSM & ASSOCIATES 401(K) PLAN | - | 158 | $4,340,176 | $1,025,171 | $6,488iApproximate average salary by contribution assumption: employee only about $162,211 at 4% or $108,140 at 6%; with 50% employer match about $108,140 at 4% or $72,094 at 6%; with 100% employer match about $81,105 at 4% or $54,070 at 6%. |
| Jsm & Associates LLC Benefit Plan | - | 377 | - | - | - |
| 2023 | 2 | 184 | $3,160,412 | $727,542 | $3,954iApproximate average salary by contribution assumption: employee only about $98,851 at 4% or $65,901 at 6%; with 50% employer match about $65,901 at 4% or $43,934 at 6%; with 100% employer match about $49,425 at 4% or $32,950 at 6%. |
| JSM & ASSOCIATES 401(K) PLAN | - | 115 | $3,160,412 | $727,542 | $6,326iApproximate average salary by contribution assumption: employee only about $158,161 at 4% or $105,441 at 6%; with 50% employer match about $105,441 at 4% or $70,294 at 6%; with 100% employer match about $79,081 at 4% or $52,720 at 6%. |
| Jsm & Associates LLC Benefit Plan | - | 184 | - | - | - |
| 2022 | 2 | 260 | $2,496,251 | $800,634 | $3,079iApproximate average salary by contribution assumption: employee only about $76,984 at 4% or $51,323 at 6%; with 50% employer match about $51,323 at 4% or $34,215 at 6%; with 100% employer match about $38,492 at 4% or $25,661 at 6%. |
| JSM & ASSOCIATES 401(K) PLAN | - | 194 | $2,496,251 | $800,634 | $4,127iApproximate average salary by contribution assumption: employee only about $103,174 at 4% or $68,783 at 6%; with 50% employer match about $68,783 at 4% or $45,855 at 6%; with 100% employer match about $51,587 at 4% or $34,391 at 6%. |
| Jsm & Associates LLC Benefit Plan | - | 260 | - | - | - |
| 2021 | 2 | 151 | $2,285,312 | $452,595 | $2,997iApproximate average salary by contribution assumption: employee only about $74,933 at 4% or $49,955 at 6%; with 50% employer match about $49,955 at 4% or $33,304 at 6%; with 100% employer match about $37,466 at 4% or $24,978 at 6%. |
| JSM & ASSOCIATES 401(K) PLAN | - | 151 | $2,285,312 | $452,595 | $2,997iApproximate average salary by contribution assumption: employee only about $74,933 at 4% or $49,955 at 6%; with 50% employer match about $49,955 at 4% or $33,304 at 6%; with 100% employer match about $37,466 at 4% or $24,978 at 6%. |
| Jsm & Associates LLC Benefit Plan | - | 144 | - | - | - |
| 2020 | 2 | 150 | $1,708,065 | $485,187 | $3,235iApproximate average salary by contribution assumption: employee only about $80,865 at 4% or $53,910 at 6%; with 50% employer match about $53,910 at 4% or $35,940 at 6%; with 100% employer match about $40,432 at 4% or $26,955 at 6%. |
| JSM & ASSOCIATES 401(K) PLAN | - | 150 | $1,708,065 | $485,187 | $3,235iApproximate average salary by contribution assumption: employee only about $80,865 at 4% or $53,910 at 6%; with 50% employer match about $53,910 at 4% or $35,940 at 6%; with 100% employer match about $40,432 at 4% or $26,955 at 6%. |
| Jsm & Associates LLC Benefit Plan | - | 119 | - | - | - |
| 2019 | 2 | 159 | $1,080,241 | $468,265 | $2,945iApproximate average salary by contribution assumption: employee only about $73,627 at 4% or $49,084 at 6%; with 50% employer match about $49,084 at 4% or $32,723 at 6%; with 100% employer match about $36,813 at 4% or $24,542 at 6%. |
| JSM & ASSOCIATES 401(K) PLAN | - | 159 | $1,080,241 | $468,265 | $2,945iApproximate average salary by contribution assumption: employee only about $73,627 at 4% or $49,084 at 6%; with 50% employer match about $49,084 at 4% or $32,723 at 6%; with 100% employer match about $36,813 at 4% or $24,542 at 6%. |
| Jsm & Associates LLC Benefit Plan | - | 127 | - | - | - |
| 2018 | 2 | 183 | $521,724 | $277,595 | $1,517iApproximate average salary by contribution assumption: employee only about $37,923 at 4% or $25,282 at 6%; with 50% employer match about $25,282 at 4% or $16,855 at 6%; with 100% employer match about $18,961 at 4% or $12,641 at 6%. |
| JSM & ASSOCIATES 401(K) PLAN | - | 52 | $521,724 | $277,595 | $5,338iApproximate average salary by contribution assumption: employee only about $133,459 at 4% or $88,973 at 6%; with 50% employer match about $88,973 at 4% or $59,315 at 6%; with 100% employer match about $66,730 at 4% or $44,486 at 6%. |
| Jsm & Associates LLC Benefit Plan | - | 183 | - | - | - |
| 2017 | 1 | 28 | $327,062 | $209,422 | $7,479iApproximate average salary by contribution assumption: employee only about $186,984 at 4% or $124,656 at 6%; with 50% employer match about $124,656 at 4% or $83,104 at 6%; with 100% employer match about $93,492 at 4% or $62,328 at 6%. |
| JSM & ASSOCIATES 401(K) PLAN | - | 28 | $327,062 | $209,422 | $7,479iApproximate average salary by contribution assumption: employee only about $186,984 at 4% or $124,656 at 6%; with 50% employer match about $124,656 at 4% or $83,104 at 6%; with 100% employer match about $93,492 at 4% or $62,328 at 6%. |
| 2016 | 1 | 13 | $98,456 | $97,831 | $7,525iApproximate average salary by contribution assumption: employee only about $188,137 at 4% or $125,424 at 6%; with 50% employer match about $125,424 at 4% or $83,616 at 6%; with 100% employer match about $94,068 at 4% or $62,712 at 6%. |
| JSM & ASSOCIATES 401(K) PLAN | - | 13 | $98,456 | $97,831 | $7,525iApproximate average salary by contribution assumption: employee only about $188,137 at 4% or $125,424 at 6%; with 50% employer match about $125,424 at 4% or $83,616 at 6%; with 100% employer match about $94,068 at 4% or $62,712 at 6%. |