Civic Intelligence

Jmj Financial

Plan context: Jmj Financial 401(K) Plan

EIN 33-0508282 • Aliso Viejo, CA • 13 filings • 2 plans

26800 Aliso Viejo Parkway #200Aliso Viejo, CA 92656
Current Snapshot

Latest Year

2024

2024 Participants

117

2024 Assets

$3,672,706

2024 Contributions

$473,781

Historical Graphs

Total Assets Over Time

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

$3,672,706$1,836,353$0200620192024YearValue
$3,672,706Latest year 2024

Participants Over Time

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

117590200620182024YearValue
117Latest year 2024

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
20241117$3,672,706$473,781$4,049iApproximate average salary by contribution assumption: employee only about $101,235 at 4% or $67,490 at 6%; with 50% employer match about $67,490 at 4% or $44,993 at 6%; with 100% employer match about $50,618 at 4% or $33,745 at 6%.
Jmj Financial 401(K) Plan-117$3,672,706$473,781$4,049iApproximate average salary by contribution assumption: employee only about $101,235 at 4% or $67,490 at 6%; with 50% employer match about $67,490 at 4% or $44,993 at 6%; with 100% employer match about $50,618 at 4% or $33,745 at 6%.
2023183$3,203,884$505,314$6,088iApproximate average salary by contribution assumption: employee only about $152,203 at 4% or $101,469 at 6%; with 50% employer match about $101,469 at 4% or $67,646 at 6%; with 100% employer match about $76,102 at 4% or $50,734 at 6%.
Jmj Financial 401(K) Plan-83$3,203,884$505,314$6,088iApproximate average salary by contribution assumption: employee only about $152,203 at 4% or $101,469 at 6%; with 50% employer match about $101,469 at 4% or $67,646 at 6%; with 100% employer match about $76,102 at 4% or $50,734 at 6%.
20221104$2,577,852$767,275$7,378iApproximate average salary by contribution assumption: employee only about $184,441 at 4% or $122,961 at 6%; with 50% employer match about $122,961 at 4% or $81,974 at 6%; with 100% employer match about $92,221 at 4% or $61,480 at 6%.
Jmj Financial 401(K) Plan-104$2,577,852$767,275$7,378iApproximate average salary by contribution assumption: employee only about $184,441 at 4% or $122,961 at 6%; with 50% employer match about $122,961 at 4% or $81,974 at 6%; with 100% employer match about $92,221 at 4% or $61,480 at 6%.
20211111$2,838,826$851,450$7,671iApproximate average salary by contribution assumption: employee only about $191,768 at 4% or $127,845 at 6%; with 50% employer match about $127,845 at 4% or $85,230 at 6%; with 100% employer match about $95,884 at 4% or $63,923 at 6%.
Jmj Financial 401(K) Plan-111$2,838,826$851,450$7,671iApproximate average salary by contribution assumption: employee only about $191,768 at 4% or $127,845 at 6%; with 50% employer match about $127,845 at 4% or $85,230 at 6%; with 100% employer match about $95,884 at 4% or $63,923 at 6%.
2020190$1,800,099$622,647$6,918iApproximate average salary by contribution assumption: employee only about $172,958 at 4% or $115,305 at 6%; with 50% employer match about $115,305 at 4% or $76,870 at 6%; with 100% employer match about $86,479 at 4% or $57,653 at 6%.
Jmj Financial 401(K) Plan-90$1,800,099$622,647$6,918iApproximate average salary by contribution assumption: employee only about $172,958 at 4% or $115,305 at 6%; with 50% employer match about $115,305 at 4% or $76,870 at 6%; with 100% employer match about $86,479 at 4% or $57,653 at 6%.
2019168$1,167,075$515,802$7,585iApproximate average salary by contribution assumption: employee only about $189,633 at 4% or $126,422 at 6%; with 50% employer match about $126,422 at 4% or $84,281 at 6%; with 100% employer match about $94,817 at 4% or $63,211 at 6%.
Jmj Financial 401(K) Plan-68$1,167,075$515,802$7,585iApproximate average salary by contribution assumption: employee only about $189,633 at 4% or $126,422 at 6%; with 50% employer match about $126,422 at 4% or $84,281 at 6%; with 100% employer match about $94,817 at 4% or $63,211 at 6%.
2018159$550,351$438,657$7,435iApproximate average salary by contribution assumption: employee only about $185,872 at 4% or $123,914 at 6%; with 50% employer match about $123,914 at 4% or $82,610 at 6%; with 100% employer match about $92,936 at 4% or $61,957 at 6%.
Jmj Financial 401(K) Plan-59$550,351$438,657$7,435iApproximate average salary by contribution assumption: employee only about $185,872 at 4% or $123,914 at 6%; with 50% employer match about $123,914 at 4% or $82,610 at 6%; with 100% employer match about $92,936 at 4% or $61,957 at 6%.
2017155$250,051$244,913$4,453iApproximate average salary by contribution assumption: employee only about $111,324 at 4% or $74,216 at 6%; with 50% employer match about $74,216 at 4% or $49,477 at 6%; with 100% employer match about $55,662 at 4% or $37,108 at 6%.
Jmj Financial 401(K) Plan-55$250,051$244,913$4,453iApproximate average salary by contribution assumption: employee only about $111,324 at 4% or $74,216 at 6%; with 50% employer match about $74,216 at 4% or $49,477 at 6%; with 100% employer match about $55,662 at 4% or $37,108 at 6%.
201015$1,151,671$0-
Jmj Financial 401(K) Plan-5$1,151,671$0-
200915$1,151,671$0-
Jmj Financial 401(K) Plan-5$1,151,671--
200815$1,094,476$0-
Jmj Financial 401(K) Plan-5$1,094,476--
200715$0$0-
Jmj Financial 401(K) Plan-5---
200616$573,927$500,005$83,334iApproximate average salary by contribution assumption: employee only about $2,083,354 at 4% or $1,388,903 at 6%; with 50% employer match about $1,388,903 at 4% or $925,935 at 6%; with 100% employer match about $1,041,677 at 4% or $694,451 at 6%.
Jmj Financial 401(K) Plan-6$573,927$500,005$83,334iApproximate average salary by contribution assumption: employee only about $2,083,354 at 4% or $1,388,903 at 6%; with 50% employer match about $1,388,903 at 4% or $925,935 at 6%; with 100% employer match about $1,041,677 at 4% or $694,451 at 6%.