Civic Intelligence

JBZ, INC. DBA JZMK PARTNERS

Plan context: Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust

EIN 33-0610424 • Costa Mesa, CA • 25 filings • 7 plans

3080 Bristol St.Ste 350Costa Mesa, CA 92626
Current Snapshot

Latest Year

2024

2024 Participants

33

2024 Assets

$4,462,736

2024 Contributions

$367,273

Historical Graphs

Total Assets Over Time

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

$4,462,736$2,231,368$0199920152024YearValue
$4,462,736Latest year 2024

Participants Over Time

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

60300199920122024YearValue
33Latest 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
2024133$4,462,736$367,273$11,129iApproximate average salary by contribution assumption: employee only about $278,237 at 4% or $185,491 at 6%; with 50% employer match about $185,491 at 4% or $123,661 at 6%; with 100% employer match about $139,119 at 4% or $92,746 at 6%.
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-33$4,462,736$367,273$11,129iApproximate average salary by contribution assumption: employee only about $278,237 at 4% or $185,491 at 6%; with 50% employer match about $185,491 at 4% or $123,661 at 6%; with 100% employer match about $139,119 at 4% or $92,746 at 6%.
2023130$4,000,468$410,059$13,669iApproximate average salary by contribution assumption: employee only about $341,716 at 4% or $227,811 at 6%; with 50% employer match about $227,811 at 4% or $151,874 at 6%; with 100% employer match about $170,858 at 4% or $113,905 at 6%.
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-30$4,000,468$410,059$13,669iApproximate average salary by contribution assumption: employee only about $341,716 at 4% or $227,811 at 6%; with 50% employer match about $227,811 at 4% or $151,874 at 6%; with 100% employer match about $170,858 at 4% or $113,905 at 6%.
2022130$3,579,856$335,640$11,188iApproximate average salary by contribution assumption: employee only about $279,700 at 4% or $186,467 at 6%; with 50% employer match about $186,467 at 4% or $124,311 at 6%; with 100% employer match about $139,850 at 4% or $93,233 at 6%.
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-30$3,579,856$335,640$11,188iApproximate average salary by contribution assumption: employee only about $279,700 at 4% or $186,467 at 6%; with 50% employer match about $186,467 at 4% or $124,311 at 6%; with 100% employer match about $139,850 at 4% or $93,233 at 6%.
2021129$3,100,538$273,505$9,431iApproximate average salary by contribution assumption: employee only about $235,780 at 4% or $157,187 at 6%; with 50% employer match about $157,187 at 4% or $104,791 at 6%; with 100% employer match about $117,890 at 4% or $78,593 at 6%.
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-29$3,100,538$273,505$9,431iApproximate average salary by contribution assumption: employee only about $235,780 at 4% or $157,187 at 6%; with 50% employer match about $157,187 at 4% or $104,791 at 6%; with 100% employer match about $117,890 at 4% or $78,593 at 6%.
2020132$3,310,064$429,988$13,437iApproximate average salary by contribution assumption: employee only about $335,928 at 4% or $223,952 at 6%; with 50% employer match about $223,952 at 4% or $149,301 at 6%; with 100% employer match about $167,964 at 4% or $111,976 at 6%.
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-32$3,310,064$429,988$13,437iApproximate average salary by contribution assumption: employee only about $335,928 at 4% or $223,952 at 6%; with 50% employer match about $223,952 at 4% or $149,301 at 6%; with 100% employer match about $167,964 at 4% or $111,976 at 6%.
2019130$2,378,873$283,779$9,459iApproximate average salary by contribution assumption: employee only about $236,482 at 4% or $157,655 at 6%; with 50% employer match about $157,655 at 4% or $105,103 at 6%; with 100% employer match about $118,241 at 4% or $78,828 at 6%.
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-30$2,378,873$283,779$9,459iApproximate average salary by contribution assumption: employee only about $236,482 at 4% or $157,655 at 6%; with 50% employer match about $157,655 at 4% or $105,103 at 6%; with 100% employer match about $118,241 at 4% or $78,828 at 6%.
2018136$2,107,038$253,768$7,049iApproximate average salary by contribution assumption: employee only about $176,228 at 4% or $117,485 at 6%; with 50% employer match about $117,485 at 4% or $78,323 at 6%; with 100% employer match about $88,114 at 4% or $58,743 at 6%.
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-36$2,107,038$253,768$7,049iApproximate average salary by contribution assumption: employee only about $176,228 at 4% or $117,485 at 6%; with 50% employer match about $117,485 at 4% or $78,323 at 6%; with 100% employer match about $88,114 at 4% or $58,743 at 6%.
2017138$1,911,190$134,749$3,546iApproximate average salary by contribution assumption: employee only about $88,651 at 4% or $59,100 at 6%; with 50% employer match about $59,100 at 4% or $39,400 at 6%; with 100% employer match about $44,325 at 4% or $29,550 at 6%.
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-38$1,911,190$134,749$3,546iApproximate average salary by contribution assumption: employee only about $88,651 at 4% or $59,100 at 6%; with 50% employer match about $59,100 at 4% or $39,400 at 6%; with 100% employer match about $44,325 at 4% or $29,550 at 6%.
2016138$2,096,462$186,564$4,910iApproximate average salary by contribution assumption: employee only about $122,739 at 4% or $81,826 at 6%; with 50% employer match about $81,826 at 4% or $54,551 at 6%; with 100% employer match about $61,370 at 4% or $40,913 at 6%.
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-38$2,096,462$186,564$4,910iApproximate average salary by contribution assumption: employee only about $122,739 at 4% or $81,826 at 6%; with 50% employer match about $81,826 at 4% or $54,551 at 6%; with 100% employer match about $61,370 at 4% or $40,913 at 6%.
2015130$1,914,735$227,416$7,581iApproximate average salary by contribution assumption: employee only about $189,513 at 4% or $126,342 at 6%; with 50% employer match about $126,342 at 4% or $84,228 at 6%; with 100% employer match about $94,757 at 4% or $63,171 at 6%.
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-30$1,914,735$227,416$7,581iApproximate average salary by contribution assumption: employee only about $189,513 at 4% or $126,342 at 6%; with 50% employer match about $126,342 at 4% or $84,228 at 6%; with 100% employer match about $94,757 at 4% or $63,171 at 6%.
2014126$1,860,058$152,456$5,864iApproximate average salary by contribution assumption: employee only about $146,592 at 4% or $97,728 at 6%; with 50% employer match about $97,728 at 4% or $65,152 at 6%; with 100% employer match about $73,296 at 4% or $48,864 at 6%.
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-26$1,860,058$152,456$5,864iApproximate average salary by contribution assumption: employee only about $146,592 at 4% or $97,728 at 6%; with 50% employer match about $97,728 at 4% or $65,152 at 6%; with 100% employer match about $73,296 at 4% or $48,864 at 6%.
2013126$1,738,851$112,671$4,334iApproximate average salary by contribution assumption: employee only about $108,338 at 4% or $72,225 at 6%; with 50% employer match about $72,225 at 4% or $48,150 at 6%; with 100% employer match about $54,169 at 4% or $36,113 at 6%.
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-26$1,738,851$112,671$4,334iApproximate average salary by contribution assumption: employee only about $108,338 at 4% or $72,225 at 6%; with 50% employer match about $72,225 at 4% or $48,150 at 6%; with 100% employer match about $54,169 at 4% or $36,113 at 6%.
2012125$1,672,946$103,275$4,131iApproximate average salary by contribution assumption: employee only about $103,275 at 4% or $68,850 at 6%; with 50% employer match about $68,850 at 4% or $45,900 at 6%; with 100% employer match about $51,638 at 4% or $34,425 at 6%.
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-25$1,672,946$103,275$4,131iApproximate average salary by contribution assumption: employee only about $103,275 at 4% or $68,850 at 6%; with 50% employer match about $68,850 at 4% or $45,900 at 6%; with 100% employer match about $51,638 at 4% or $34,425 at 6%.
2011128$1,507,498$143,705$5,132iApproximate average salary by contribution assumption: employee only about $128,308 at 4% or $85,539 at 6%; with 50% employer match about $85,539 at 4% or $57,026 at 6%; with 100% employer match about $64,154 at 4% or $42,769 at 6%.
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-28$1,507,498$143,705$5,132iApproximate average salary by contribution assumption: employee only about $128,308 at 4% or $85,539 at 6%; with 50% employer match about $85,539 at 4% or $57,026 at 6%; with 100% employer match about $64,154 at 4% or $42,769 at 6%.
2010154$1,915,904$129,919$2,406iApproximate average salary by contribution assumption: employee only about $60,148 at 4% or $40,098 at 6%; with 50% employer match about $40,098 at 4% or $26,732 at 6%; with 100% employer match about $30,074 at 4% or $20,049 at 6%.
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-54$1,915,904$129,919$2,406iApproximate average salary by contribution assumption: employee only about $60,148 at 4% or $40,098 at 6%; with 50% employer match about $40,098 at 4% or $26,732 at 6%; with 100% employer match about $30,074 at 4% or $20,049 at 6%.
2009160$1,970,381$74,673$1,245iApproximate average salary by contribution assumption: employee only about $31,114 at 4% or $20,743 at 6%; with 50% employer match about $20,743 at 4% or $13,828 at 6%; with 100% employer match about $15,557 at 4% or $10,371 at 6%.
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-60$1,970,381$74,673$1,245iApproximate average salary by contribution assumption: employee only about $31,114 at 4% or $20,743 at 6%; with 50% employer match about $20,743 at 4% or $13,828 at 6%; with 100% employer match about $15,557 at 4% or $10,371 at 6%.
2008120$0$0-
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-20---
2007132$0$0-
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-32---
2006158$0$0-
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-58---
2005160$2,259,649$451,114$7,519iApproximate average salary by contribution assumption: employee only about $187,964 at 4% or $125,309 at 6%; with 50% employer match about $125,309 at 4% or $83,540 at 6%; with 100% employer match about $93,982 at 4% or $62,655 at 6%.
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-60$2,259,649$451,114$7,519iApproximate average salary by contribution assumption: employee only about $187,964 at 4% or $125,309 at 6%; with 50% employer match about $125,309 at 4% or $83,540 at 6%; with 100% employer match about $93,982 at 4% or $62,655 at 6%.
2004146$2,128,784$402,409$8,748iApproximate average salary by contribution assumption: employee only about $218,701 at 4% or $145,800 at 6%; with 50% employer match about $145,800 at 4% or $97,200 at 6%; with 100% employer match about $109,350 at 4% or $72,900 at 6%.
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-46$2,128,784$402,409$8,748iApproximate average salary by contribution assumption: employee only about $218,701 at 4% or $145,800 at 6%; with 50% employer match about $145,800 at 4% or $97,200 at 6%; with 100% employer match about $109,350 at 4% or $72,900 at 6%.
2003147$0$0-
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-47---
2002146$0$0-
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-46---
2000127$0$0-
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-27---
1999119$1,956,194$210,452$11,076iApproximate average salary by contribution assumption: employee only about $276,911 at 4% or $184,607 at 6%; with 50% employer match about $184,607 at 4% or $123,071 at 6%; with 100% employer match about $138,455 at 4% or $92,304 at 6%.
Kermit Dorius & Associates Inc. 401K Salary Reduction Plan & Trust-19$1,956,194$210,452$11,076iApproximate average salary by contribution assumption: employee only about $276,911 at 4% or $184,607 at 6%; with 50% employer match about $184,607 at 4% or $123,071 at 6%; with 100% employer match about $138,455 at 4% or $92,304 at 6%.