Civic Intelligence
Filing

Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust

Jwf Technologies LLC • EIN 31-1625038 • Hamilton, OH • Plan year 2008

Company ProfileSource Archive
3065 Moser Ct.Hamilton, OH 45011
Filing Insights

Participants

Down

20 → 17

-3 • -15.00%

Assets

Down

$698,048 → $577,062

-$120,986 • -17.33%

Investment Management Fee

-

Admin expenses - • Total expenses $300

Filing Details

Context
Net investment result
$-120,986

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025151$5,944,489$437,080$8,570iApproximate average salary by contribution assumption: employee only about $214,255 at 4% or $142,837 at 6%; with 50% employer match about $142,837 at 4% or $95,224 at 6%; with 100% employer match about $107,127 at 4% or $71,418 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-51$5,944,489$437,080$8,570iApproximate average salary by contribution assumption: employee only about $214,255 at 4% or $142,837 at 6%; with 50% employer match about $142,837 at 4% or $95,224 at 6%; with 100% employer match about $107,127 at 4% or $71,418 at 6%.
2024156$5,016,128$485,926$8,677iApproximate average salary by contribution assumption: employee only about $216,931 at 4% or $144,621 at 6%; with 50% employer match about $144,621 at 4% or $96,414 at 6%; with 100% employer match about $108,466 at 4% or $72,310 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-56$5,016,128$485,926$8,677iApproximate average salary by contribution assumption: employee only about $216,931 at 4% or $144,621 at 6%; with 50% employer match about $144,621 at 4% or $96,414 at 6%; with 100% employer match about $108,466 at 4% or $72,310 at 6%.
2023141$4,142,056$313,669$7,650iApproximate average salary by contribution assumption: employee only about $191,262 at 4% or $127,508 at 6%; with 50% employer match about $127,508 at 4% or $85,005 at 6%; with 100% employer match about $95,631 at 4% or $63,754 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-41$4,142,056$313,669$7,650iApproximate average salary by contribution assumption: employee only about $191,262 at 4% or $127,508 at 6%; with 50% employer match about $127,508 at 4% or $85,005 at 6%; with 100% employer match about $95,631 at 4% or $63,754 at 6%.
2022157$3,477,553$297,659$5,222iApproximate average salary by contribution assumption: employee only about $130,552 at 4% or $87,035 at 6%; with 50% employer match about $87,035 at 4% or $58,023 at 6%; with 100% employer match about $65,276 at 4% or $43,517 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-57$3,477,553$297,659$5,222iApproximate average salary by contribution assumption: employee only about $130,552 at 4% or $87,035 at 6%; with 50% employer match about $87,035 at 4% or $58,023 at 6%; with 100% employer match about $65,276 at 4% or $43,517 at 6%.
2021155$4,150,398$515,194$9,367iApproximate average salary by contribution assumption: employee only about $234,179 at 4% or $156,119 at 6%; with 50% employer match about $156,119 at 4% or $104,080 at 6%; with 100% employer match about $117,090 at 4% or $78,060 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-55$4,150,398$515,194$9,367iApproximate average salary by contribution assumption: employee only about $234,179 at 4% or $156,119 at 6%; with 50% employer match about $156,119 at 4% or $104,080 at 6%; with 100% employer match about $117,090 at 4% or $78,060 at 6%.
2020152$3,360,215$282,826$5,439iApproximate average salary by contribution assumption: employee only about $135,974 at 4% or $90,649 at 6%; with 50% employer match about $90,649 at 4% or $60,433 at 6%; with 100% employer match about $67,987 at 4% or $45,325 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-52$3,360,215$282,826$5,439iApproximate average salary by contribution assumption: employee only about $135,974 at 4% or $90,649 at 6%; with 50% employer match about $90,649 at 4% or $60,433 at 6%; with 100% employer match about $67,987 at 4% or $45,325 at 6%.
2019151$2,800,882$401,419$7,871iApproximate average salary by contribution assumption: employee only about $196,774 at 4% or $131,183 at 6%; with 50% employer match about $131,183 at 4% or $87,455 at 6%; with 100% employer match about $98,387 at 4% or $65,591 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-51$2,800,882$401,419$7,871iApproximate average salary by contribution assumption: employee only about $196,774 at 4% or $131,183 at 6%; with 50% employer match about $131,183 at 4% or $87,455 at 6%; with 100% employer match about $98,387 at 4% or $65,591 at 6%.
2018147$2,132,160$279,077$5,938iApproximate average salary by contribution assumption: employee only about $148,445 at 4% or $98,963 at 6%; with 50% employer match about $98,963 at 4% or $65,976 at 6%; with 100% employer match about $74,223 at 4% or $49,482 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-47$2,132,160$279,077$5,938iApproximate average salary by contribution assumption: employee only about $148,445 at 4% or $98,963 at 6%; with 50% employer match about $98,963 at 4% or $65,976 at 6%; with 100% employer match about $74,223 at 4% or $49,482 at 6%.
2017142$2,073,548$237,809$5,662iApproximate average salary by contribution assumption: employee only about $141,553 at 4% or $94,369 at 6%; with 50% employer match about $94,369 at 4% or $62,912 at 6%; with 100% employer match about $70,776 at 4% or $47,184 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-42$2,073,548$237,809$5,662iApproximate average salary by contribution assumption: employee only about $141,553 at 4% or $94,369 at 6%; with 50% employer match about $94,369 at 4% or $62,912 at 6%; with 100% employer match about $70,776 at 4% or $47,184 at 6%.
2016141$1,607,722$198,367$4,838iApproximate average salary by contribution assumption: employee only about $120,955 at 4% or $80,637 at 6%; with 50% employer match about $80,637 at 4% or $53,758 at 6%; with 100% employer match about $60,478 at 4% or $40,318 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-41$1,607,722$198,367$4,838iApproximate average salary by contribution assumption: employee only about $120,955 at 4% or $80,637 at 6%; with 50% employer match about $80,637 at 4% or $53,758 at 6%; with 100% employer match about $60,478 at 4% or $40,318 at 6%.
2015134$1,383,509$204,542$6,016iApproximate average salary by contribution assumption: employee only about $150,399 at 4% or $100,266 at 6%; with 50% employer match about $100,266 at 4% or $66,844 at 6%; with 100% employer match about $75,199 at 4% or $50,133 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-34$1,383,509$204,542$6,016iApproximate average salary by contribution assumption: employee only about $150,399 at 4% or $100,266 at 6%; with 50% employer match about $100,266 at 4% or $66,844 at 6%; with 100% employer match about $75,199 at 4% or $50,133 at 6%.
2014133$1,446,391$198,565$6,017iApproximate average salary by contribution assumption: employee only about $150,428 at 4% or $100,285 at 6%; with 50% employer match about $100,285 at 4% or $66,857 at 6%; with 100% employer match about $75,214 at 4% or $50,143 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-33$1,446,391$198,565$6,017iApproximate average salary by contribution assumption: employee only about $150,428 at 4% or $100,285 at 6%; with 50% employer match about $100,285 at 4% or $66,857 at 6%; with 100% employer match about $75,214 at 4% or $50,143 at 6%.
2013132$1,239,719$160,258$5,008iApproximate average salary by contribution assumption: employee only about $125,202 at 4% or $83,468 at 6%; with 50% employer match about $83,468 at 4% or $55,645 at 6%; with 100% employer match about $62,601 at 4% or $41,734 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-32$1,239,719$160,258$5,008iApproximate average salary by contribution assumption: employee only about $125,202 at 4% or $83,468 at 6%; with 50% employer match about $83,468 at 4% or $55,645 at 6%; with 100% employer match about $62,601 at 4% or $41,734 at 6%.
2012130$993,906$122,901$4,097iApproximate average salary by contribution assumption: employee only about $102,418 at 4% or $68,278 at 6%; with 50% employer match about $68,278 at 4% or $45,519 at 6%; with 100% employer match about $51,209 at 4% or $34,139 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-30$993,906$122,901$4,097iApproximate average salary by contribution assumption: employee only about $102,418 at 4% or $68,278 at 6%; with 50% employer match about $68,278 at 4% or $45,519 at 6%; with 100% employer match about $51,209 at 4% or $34,139 at 6%.
2011127$780,969$69,220$2,564iApproximate average salary by contribution assumption: employee only about $64,093 at 4% or $42,728 at 6%; with 50% employer match about $42,728 at 4% or $28,486 at 6%; with 100% employer match about $32,046 at 4% or $21,364 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-27$780,969$69,220$2,564iApproximate average salary by contribution assumption: employee only about $64,093 at 4% or $42,728 at 6%; with 50% employer match about $42,728 at 4% or $28,486 at 6%; with 100% employer match about $32,046 at 4% or $21,364 at 6%.
2010116$763,768$198,457$12,404iApproximate average salary by contribution assumption: employee only about $310,089 at 4% or $206,726 at 6%; with 50% employer match about $206,726 at 4% or $137,817 at 6%; with 100% employer match about $155,045 at 4% or $103,363 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-16$763,768$198,457$12,404iApproximate average salary by contribution assumption: employee only about $310,089 at 4% or $206,726 at 6%; with 50% employer match about $206,726 at 4% or $137,817 at 6%; with 100% employer match about $155,045 at 4% or $103,363 at 6%.
2009118$581,686$47,363$2,631iApproximate average salary by contribution assumption: employee only about $65,782 at 4% or $43,855 at 6%; with 50% employer match about $43,855 at 4% or $29,236 at 6%; with 100% employer match about $32,891 at 4% or $21,927 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-18$581,686$47,363$2,631iApproximate average salary by contribution assumption: employee only about $65,782 at 4% or $43,855 at 6%; with 50% employer match about $43,855 at 4% or $29,236 at 6%; with 100% employer match about $32,891 at 4% or $21,927 at 6%.
2008117$577,062$114,316$6,724iApproximate average salary by contribution assumption: employee only about $168,112 at 4% or $112,075 at 6%; with 50% employer match about $112,075 at 4% or $74,716 at 6%; with 100% employer match about $84,056 at 4% or $56,037 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and TrustCurrent17$577,062$114,316$6,724iApproximate average salary by contribution assumption: employee only about $168,112 at 4% or $112,075 at 6%; with 50% employer match about $112,075 at 4% or $74,716 at 6%; with 100% employer match about $84,056 at 4% or $56,037 at 6%.
2007118$698,048$104,570$5,809iApproximate average salary by contribution assumption: employee only about $145,236 at 4% or $96,824 at 6%; with 50% employer match about $96,824 at 4% or $64,549 at 6%; with 100% employer match about $72,618 at 4% or $48,412 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-18$698,048$104,570$5,809iApproximate average salary by contribution assumption: employee only about $145,236 at 4% or $96,824 at 6%; with 50% employer match about $96,824 at 4% or $64,549 at 6%; with 100% employer match about $72,618 at 4% or $48,412 at 6%.
2006117$560,363$130,393$7,670iApproximate average salary by contribution assumption: employee only about $191,754 at 4% or $127,836 at 6%; with 50% employer match about $127,836 at 4% or $85,224 at 6%; with 100% employer match about $95,877 at 4% or $63,918 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-17$560,363$130,393$7,670iApproximate average salary by contribution assumption: employee only about $191,754 at 4% or $127,836 at 6%; with 50% employer match about $127,836 at 4% or $85,224 at 6%; with 100% employer match about $95,877 at 4% or $63,918 at 6%.
2004112$268,519$76,398$6,367iApproximate average salary by contribution assumption: employee only about $159,163 at 4% or $106,108 at 6%; with 50% employer match about $106,108 at 4% or $70,739 at 6%; with 100% employer match about $79,581 at 4% or $53,054 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-12$268,519$76,398$6,367iApproximate average salary by contribution assumption: employee only about $159,163 at 4% or $106,108 at 6%; with 50% employer match about $106,108 at 4% or $70,739 at 6%; with 100% employer match about $79,581 at 4% or $53,054 at 6%.
2003111$175,226$71,787$6,526iApproximate average salary by contribution assumption: employee only about $163,152 at 4% or $108,768 at 6%; with 50% employer match about $108,768 at 4% or $72,512 at 6%; with 100% employer match about $81,576 at 4% or $54,384 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-11$175,226$71,787$6,526iApproximate average salary by contribution assumption: employee only about $163,152 at 4% or $108,768 at 6%; with 50% employer match about $108,768 at 4% or $72,512 at 6%; with 100% employer match about $81,576 at 4% or $54,384 at 6%.
200219$90,125$69,179$7,687iApproximate average salary by contribution assumption: employee only about $192,164 at 4% or $128,109 at 6%; with 50% employer match about $128,109 at 4% or $85,406 at 6%; with 100% employer match about $96,082 at 4% or $64,055 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-9$90,125$69,179$7,687iApproximate average salary by contribution assumption: employee only about $192,164 at 4% or $128,109 at 6%; with 50% employer match about $128,109 at 4% or $85,406 at 6%; with 100% employer match about $96,082 at 4% or $64,055 at 6%.
200118$38,132$37,740$4,718iApproximate average salary by contribution assumption: employee only about $117,938 at 4% or $78,625 at 6%; with 50% employer match about $78,625 at 4% or $52,417 at 6%; with 100% employer match about $58,969 at 4% or $39,313 at 6%.
Jwf Technologies LLC 401(K) Profit Sharing Plan and Trust-8$38,132$37,740$4,718iApproximate average salary by contribution assumption: employee only about $117,938 at 4% or $78,625 at 6%; with 50% employer match about $78,625 at 4% or $52,417 at 6%; with 100% employer match about $58,969 at 4% or $39,313 at 6%.
Schedule Details

Schedule D

Row 1
Filing Id
84037229366299
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
8020379229366040002
DFE P1 Entity 01 Name
TRUST ADVISORS STABLE VALUE FUND
DFE P1 Spons 01 Name
CIRCLE TRUST COMPANY
DFE P1 Plan 01 EIN Plan number
066315795001
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$0
Row 2
Filing Id
84037229366299
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
8020379229366040002

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$577,062-$120,986 change

Balance Sheet

Beginning and end of plan year.

Total assets$698,048$577,062Decrease -$120,986 (-17.33%)
Total liabilities$0$0No change $0
Net assets$698,048$577,062Decrease -$120,986 (-17.33%)

Contributions

Employer contributions$42,506
Participant contributions$70,613
Other contributions$1,197

Income & Expenses

Total income$-120,686
Total expenses$300
Net income$-120,986
Source fields
Schedule I source fields
Filing Id
84037229366299
Schedule I EIN
31-1625038
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2008-01-01
Schedule I Tax Period
20081231
Small plan total assets at beginning of year
$698,048
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$698,048
Small plan total assets at end of year
$577,062
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$577,062
Small plan employer contributions
$42,506
Small plan participant contributions
$70,613
Small Oth Contribution Rcvd Amount
$1,197
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-235,002
Small plan total income
$-120,686
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$300
Small plan total expenses
$300
Small plan net income or loss
$-120,986
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$7,187
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$60,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0