Civic Intelligence

Jlm Financial Services Inc

Plan context: Jlm Financial Services Inc Profit Sharing-401K Plan & Trust

EIN 31-1307054 • 9 filings • 5 plans

Current Snapshot

Latest Year

2008

2008 Participants

7

2008 Assets

$28

2008 Contributions

$79,760

Historical Graphs

Total Assets Over Time

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

$2,311,344$1,155,672$0200020042007YearValue
$28Latest year 2007

Participants Over Time

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

740200020032006YearValue
7Latest year 2006

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
200810$0$0-
Jlm Financial Services Inc Profit Sharing-401K Plan & Trust-0---
200710$28$79,760-
Jlm Financial Services Inc Profit Sharing-401K Plan & Trust-0$28$79,760-
200617$2,311,344$131,630$18,804iApproximate average salary by contribution assumption: employee only about $470,107 at 4% or $313,405 at 6%; with 50% employer match about $313,405 at 4% or $208,937 at 6%; with 100% employer match about $235,054 at 4% or $156,702 at 6%.
Jlm Financial Services Inc Profit Sharing-401K Plan & Trust-7$2,311,344$131,630$18,804iApproximate average salary by contribution assumption: employee only about $470,107 at 4% or $313,405 at 6%; with 50% employer match about $313,405 at 4% or $208,937 at 6%; with 100% employer match about $235,054 at 4% or $156,702 at 6%.
200517$1,963,597$120,352$17,193iApproximate average salary by contribution assumption: employee only about $429,829 at 4% or $286,552 at 6%; with 50% employer match about $286,552 at 4% or $191,035 at 6%; with 100% employer match about $214,914 at 4% or $143,276 at 6%.
Jlm Financial Services Inc Profit Sharing-401K Plan & Trust-7$1,963,597$120,352$17,193iApproximate average salary by contribution assumption: employee only about $429,829 at 4% or $286,552 at 6%; with 50% employer match about $286,552 at 4% or $191,035 at 6%; with 100% employer match about $214,914 at 4% or $143,276 at 6%.
200417$1,802,581$109,707$15,672iApproximate average salary by contribution assumption: employee only about $391,811 at 4% or $261,207 at 6%; with 50% employer match about $261,207 at 4% or $174,138 at 6%; with 100% employer match about $195,905 at 4% or $130,604 at 6%.
Jlm Financial Services Inc Profit Sharing-401K Plan & Trust-7$1,802,581$109,707$15,672iApproximate average salary by contribution assumption: employee only about $391,811 at 4% or $261,207 at 6%; with 50% employer match about $261,207 at 4% or $174,138 at 6%; with 100% employer match about $195,905 at 4% or $130,604 at 6%.
200317$1,593,693$99,255$14,179iApproximate average salary by contribution assumption: employee only about $354,482 at 4% or $236,321 at 6%; with 50% employer match about $236,321 at 4% or $157,548 at 6%; with 100% employer match about $177,241 at 4% or $118,161 at 6%.
Jlm Financial Services Inc Profit Sharing-401K Plan & Trust-7$1,593,693$99,255$14,179iApproximate average salary by contribution assumption: employee only about $354,482 at 4% or $236,321 at 6%; with 50% employer match about $236,321 at 4% or $157,548 at 6%; with 100% employer match about $177,241 at 4% or $118,161 at 6%.
200217$1,189,527$93,929$13,418iApproximate average salary by contribution assumption: employee only about $335,461 at 4% or $223,640 at 6%; with 50% employer match about $223,640 at 4% or $149,094 at 6%; with 100% employer match about $167,730 at 4% or $111,820 at 6%.
Jlm Financial Services Inc Profit Sharing-401K Plan & Trust-7$1,189,527$93,929$13,418iApproximate average salary by contribution assumption: employee only about $335,461 at 4% or $223,640 at 6%; with 50% employer match about $223,640 at 4% or $149,094 at 6%; with 100% employer match about $167,730 at 4% or $111,820 at 6%.
200117$1,444,934$88,372$12,625iApproximate average salary by contribution assumption: employee only about $315,614 at 4% or $210,410 at 6%; with 50% employer match about $210,410 at 4% or $140,273 at 6%; with 100% employer match about $157,807 at 4% or $105,205 at 6%.
Jlm Financial Services Inc Profit Sharing-401K Plan & Trust-7$1,444,934$88,372$12,625iApproximate average salary by contribution assumption: employee only about $315,614 at 4% or $210,410 at 6%; with 50% employer match about $210,410 at 4% or $140,273 at 6%; with 100% employer match about $157,807 at 4% or $105,205 at 6%.
200017$1,380,950$87,347$12,478iApproximate average salary by contribution assumption: employee only about $311,954 at 4% or $207,969 at 6%; with 50% employer match about $207,969 at 4% or $138,646 at 6%; with 100% employer match about $155,977 at 4% or $103,985 at 6%.
Jlm Financial Services Inc Profit Sharing-401K Plan & Trust-7$1,380,950$87,347$12,478iApproximate average salary by contribution assumption: employee only about $311,954 at 4% or $207,969 at 6%; with 50% employer match about $207,969 at 4% or $138,646 at 6%; with 100% employer match about $155,977 at 4% or $103,985 at 6%.