Civic Intelligence

Jetton & Meredith PLLC

Plan context: J & M 401(K) Plan

EIN 27-0886904 • Charlotte, NC • 12 filings • 1 plans

817 E Trade St.Charlotte, NC 28202
Current Snapshot

Latest Year

2025

2025 Participants

26

2025 Assets

$2,645,866

2025 Contributions

$314,612

Historical Graphs

Total Assets Over Time

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

$2,645,866$1,322,933$0201420202025YearValue
$2,645,866Latest year 2025

Participants Over Time

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

26130201420202025YearValue
26Latest year 2025

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
2025126$2,645,866$314,612$12,100iApproximate average salary by contribution assumption: employee only about $302,512 at 4% or $201,674 at 6%; with 50% employer match about $201,674 at 4% or $134,450 at 6%; with 100% employer match about $151,256 at 4% or $100,837 at 6%.
J & M 401(K) Plan-26$2,645,866$314,612$12,100iApproximate average salary by contribution assumption: employee only about $302,512 at 4% or $201,674 at 6%; with 50% employer match about $201,674 at 4% or $134,450 at 6%; with 100% employer match about $151,256 at 4% or $100,837 at 6%.
2024122$1,924,971$357,204$16,237iApproximate average salary by contribution assumption: employee only about $405,914 at 4% or $270,609 at 6%; with 50% employer match about $270,609 at 4% or $180,406 at 6%; with 100% employer match about $202,957 at 4% or $135,305 at 6%.
J & M 401(K) Plan-22$1,924,971$357,204$16,237iApproximate average salary by contribution assumption: employee only about $405,914 at 4% or $270,609 at 6%; with 50% employer match about $270,609 at 4% or $180,406 at 6%; with 100% employer match about $202,957 at 4% or $135,305 at 6%.
2023118$1,365,692$284,966$15,831iApproximate average salary by contribution assumption: employee only about $395,786 at 4% or $263,857 at 6%; with 50% employer match about $263,857 at 4% or $175,905 at 6%; with 100% employer match about $197,893 at 4% or $131,929 at 6%.
J & M 401(K) Plan-18$1,365,692$284,966$15,831iApproximate average salary by contribution assumption: employee only about $395,786 at 4% or $263,857 at 6%; with 50% employer match about $263,857 at 4% or $175,905 at 6%; with 100% employer match about $197,893 at 4% or $131,929 at 6%.
2022115$889,928$153,228$10,215iApproximate average salary by contribution assumption: employee only about $255,380 at 4% or $170,253 at 6%; with 50% employer match about $170,253 at 4% or $113,502 at 6%; with 100% employer match about $127,690 at 4% or $85,127 at 6%.
J & M 401(K) Plan-15$889,928$153,228$10,215iApproximate average salary by contribution assumption: employee only about $255,380 at 4% or $170,253 at 6%; with 50% employer match about $170,253 at 4% or $113,502 at 6%; with 100% employer match about $127,690 at 4% or $85,127 at 6%.
2021112$929,514$131,138$10,928iApproximate average salary by contribution assumption: employee only about $273,204 at 4% or $182,136 at 6%; with 50% employer match about $182,136 at 4% or $121,424 at 6%; with 100% employer match about $136,602 at 4% or $91,068 at 6%.
J & M 401(K) Plan-12$929,514$131,138$10,928iApproximate average salary by contribution assumption: employee only about $273,204 at 4% or $182,136 at 6%; with 50% employer match about $182,136 at 4% or $121,424 at 6%; with 100% employer match about $136,602 at 4% or $91,068 at 6%.
2020112$684,783$118,740$9,895iApproximate average salary by contribution assumption: employee only about $247,375 at 4% or $164,917 at 6%; with 50% employer match about $164,917 at 4% or $109,944 at 6%; with 100% employer match about $123,688 at 4% or $82,458 at 6%.
J & M 401(K) Plan-12$684,783$118,740$9,895iApproximate average salary by contribution assumption: employee only about $247,375 at 4% or $164,917 at 6%; with 50% employer match about $164,917 at 4% or $109,944 at 6%; with 100% employer match about $123,688 at 4% or $82,458 at 6%.
2019113$472,561$108,270$8,328iApproximate average salary by contribution assumption: employee only about $208,212 at 4% or $138,808 at 6%; with 50% employer match about $138,808 at 4% or $92,538 at 6%; with 100% employer match about $104,106 at 4% or $69,404 at 6%.
J & M 401(K) Plan-13$472,561$108,270$8,328iApproximate average salary by contribution assumption: employee only about $208,212 at 4% or $138,808 at 6%; with 50% employer match about $138,808 at 4% or $92,538 at 6%; with 100% employer match about $104,106 at 4% or $69,404 at 6%.
2018112$294,108$89,933$7,494iApproximate average salary by contribution assumption: employee only about $187,360 at 4% or $124,907 at 6%; with 50% employer match about $124,907 at 4% or $83,271 at 6%; with 100% employer match about $93,680 at 4% or $62,453 at 6%.
J & M 401(K) Plan-12$294,108$89,933$7,494iApproximate average salary by contribution assumption: employee only about $187,360 at 4% or $124,907 at 6%; with 50% employer match about $124,907 at 4% or $83,271 at 6%; with 100% employer match about $93,680 at 4% or $62,453 at 6%.
201718$228,878$51,187$6,398iApproximate average salary by contribution assumption: employee only about $159,959 at 4% or $106,640 at 6%; with 50% employer match about $106,640 at 4% or $71,093 at 6%; with 100% employer match about $79,980 at 4% or $53,320 at 6%.
J & M 401(K) Plan-8$228,878$51,187$6,398iApproximate average salary by contribution assumption: employee only about $159,959 at 4% or $106,640 at 6%; with 50% employer match about $106,640 at 4% or $71,093 at 6%; with 100% employer match about $79,980 at 4% or $53,320 at 6%.
201615$142,333$40,800$8,160iApproximate average salary by contribution assumption: employee only about $204,000 at 4% or $136,000 at 6%; with 50% employer match about $136,000 at 4% or $90,667 at 6%; with 100% employer match about $102,000 at 4% or $68,000 at 6%.
J & M 401(K) Plan-5$142,333$40,800$8,160iApproximate average salary by contribution assumption: employee only about $204,000 at 4% or $136,000 at 6%; with 50% employer match about $136,000 at 4% or $90,667 at 6%; with 100% employer match about $102,000 at 4% or $68,000 at 6%.
201515$92,941$45,154$9,031iApproximate average salary by contribution assumption: employee only about $225,770 at 4% or $150,513 at 6%; with 50% employer match about $150,513 at 4% or $100,342 at 6%; with 100% employer match about $112,885 at 4% or $75,257 at 6%.
J & M 401(K) Plan-5$92,941$45,154$9,031iApproximate average salary by contribution assumption: employee only about $225,770 at 4% or $150,513 at 6%; with 50% employer match about $150,513 at 4% or $100,342 at 6%; with 100% employer match about $112,885 at 4% or $75,257 at 6%.
201415$48,925$47,435$9,487iApproximate average salary by contribution assumption: employee only about $237,175 at 4% or $158,117 at 6%; with 50% employer match about $158,117 at 4% or $105,411 at 6%; with 100% employer match about $118,588 at 4% or $79,058 at 6%.
J & M 401(K) Plan-5$48,925$47,435$9,487iApproximate average salary by contribution assumption: employee only about $237,175 at 4% or $158,117 at 6%; with 50% employer match about $158,117 at 4% or $105,411 at 6%; with 100% employer match about $118,588 at 4% or $79,058 at 6%.