Jay & Sue Inc.
Plan context: Jay & Sue Inc. Defined Benefit Plan
EIN 27-3869619 • Carrollton, TX • 4 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$182,168
2025 Contributions
$79,139
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 | 2 | 2 | $182,168 | $79,139 | $39,570iApproximate average salary by contribution assumption: employee only about $989,238 at 4% or $659,492 at 6%; with 50% employer match about $659,492 at 4% or $439,661 at 6%; with 100% employer match about $494,619 at 4% or $329,746 at 6%. |
| Jay & Sue Inc. Defined Benefit Plan | - | 2 | $158,815 | $68,000 | $34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%. |
| Jay & Sue Inc. Profit Sharing Plan | - | 2 | $23,353 | $11,139 | $5,570iApproximate average salary by contribution assumption: employee only about $139,238 at 4% or $92,825 at 6%; with 50% employer match about $92,825 at 4% or $61,883 at 6%; with 100% employer match about $69,619 at 4% or $46,413 at 6%. |
| 2024 | 2 | 2 | $91,044 | $90,710 | $45,355iApproximate average salary by contribution assumption: employee only about $1,133,875 at 4% or $755,917 at 6%; with 50% employer match about $755,917 at 4% or $503,944 at 6%; with 100% employer match about $566,938 at 4% or $377,958 at 6%. |
| Jay & Sue Inc. Defined Benefit Plan | - | 2 | $80,334 | $80,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Jay & Sue Inc. Profit Sharing Plan | - | 2 | $10,710 | $10,710 | $5,355iApproximate average salary by contribution assumption: employee only about $133,875 at 4% or $89,250 at 6%; with 50% employer match about $89,250 at 4% or $59,500 at 6%; with 100% employer match about $66,938 at 4% or $44,625 at 6%. |