JESSUP WEALTH MANAGEMENT
Plan context: JESSUP WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN
EIN 27-2058327 • Dayton, OH • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
13
2025 Assets
$926,379
2025 Contributions
$182,115
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 13 | $926,379 | $182,115 | $14,009iApproximate average salary by contribution assumption: employee only about $350,221 at 4% or $233,481 at 6%; with 50% employer match about $233,481 at 4% or $155,654 at 6%; with 100% employer match about $175,111 at 4% or $116,740 at 6%. |
| JESSUP WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN | - | 13 | $926,379 | $182,115 | $14,009iApproximate average salary by contribution assumption: employee only about $350,221 at 4% or $233,481 at 6%; with 50% employer match about $233,481 at 4% or $155,654 at 6%; with 100% employer match about $175,111 at 4% or $116,740 at 6%. |
| 2024 | 1 | 11 | $608,935 | $134,652 | $12,241iApproximate average salary by contribution assumption: employee only about $306,027 at 4% or $204,018 at 6%; with 50% employer match about $204,018 at 4% or $136,012 at 6%; with 100% employer match about $153,014 at 4% or $102,009 at 6%. |
| JESSUP WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN | - | 11 | $608,935 | $134,652 | $12,241iApproximate average salary by contribution assumption: employee only about $306,027 at 4% or $204,018 at 6%; with 50% employer match about $204,018 at 4% or $136,012 at 6%; with 100% employer match about $153,014 at 4% or $102,009 at 6%. |
| 2023 | 1 | 12 | $393,617 | $120,045 | $10,004iApproximate average salary by contribution assumption: employee only about $250,094 at 4% or $166,729 at 6%; with 50% employer match about $166,729 at 4% or $111,153 at 6%; with 100% employer match about $125,047 at 4% or $83,365 at 6%. |
| JESSUP WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN | - | 12 | $393,617 | $120,045 | $10,004iApproximate average salary by contribution assumption: employee only about $250,094 at 4% or $166,729 at 6%; with 50% employer match about $166,729 at 4% or $111,153 at 6%; with 100% employer match about $125,047 at 4% or $83,365 at 6%. |
| 2022 | 1 | 15 | $217,224 | $117,820 | $7,855iApproximate average salary by contribution assumption: employee only about $196,367 at 4% or $130,911 at 6%; with 50% employer match about $130,911 at 4% or $87,274 at 6%; with 100% employer match about $98,183 at 4% or $65,456 at 6%. |
| JESSUP WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN | - | 15 | $217,224 | $117,820 | $7,855iApproximate average salary by contribution assumption: employee only about $196,367 at 4% or $130,911 at 6%; with 50% employer match about $130,911 at 4% or $87,274 at 6%; with 100% employer match about $98,183 at 4% or $65,456 at 6%. |
| 2021 | 1 | 14 | $148,307 | $139,474 | $9,962iApproximate average salary by contribution assumption: employee only about $249,061 at 4% or $166,040 at 6%; with 50% employer match about $166,040 at 4% or $110,694 at 6%; with 100% employer match about $124,530 at 4% or $83,020 at 6%. |
| JESSUP WEALTH MANAGEMENT, INC. 401(K) RETIREMENT PLAN | - | 14 | $148,307 | $139,474 | $9,962iApproximate average salary by contribution assumption: employee only about $249,061 at 4% or $166,040 at 6%; with 50% employer match about $166,040 at 4% or $110,694 at 6%; with 100% employer match about $124,530 at 4% or $83,020 at 6%. |