Julander, Brown & Bollard LLP
Plan context: Jbb 401(K) Safe Harbor Profit Sharing Plan
EIN 33-0786450 • Irvine, CA • 16 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$2,653,896
2025 Contributions
$255,549
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 | 1 | 14 | $2,653,896 | $255,549 | $18,254iApproximate average salary by contribution assumption: employee only about $456,338 at 4% or $304,225 at 6%; with 50% employer match about $304,225 at 4% or $202,817 at 6%; with 100% employer match about $228,169 at 4% or $152,113 at 6%. |
| Jbb 401(K) Safe Harbor Profit Sharing Plan | - | 14 | $2,653,896 | $255,549 | $18,254iApproximate average salary by contribution assumption: employee only about $456,338 at 4% or $304,225 at 6%; with 50% employer match about $304,225 at 4% or $202,817 at 6%; with 100% employer match about $228,169 at 4% or $152,113 at 6%. |
| 2024 | 2 | 12 | $4,096,537 | $192,227 | $16,019iApproximate average salary by contribution assumption: employee only about $400,473 at 4% or $266,982 at 6%; with 50% employer match about $266,982 at 4% or $177,988 at 6%; with 100% employer match about $200,236 at 4% or $133,491 at 6%. |
| Jbb 401(K) Safe Harbor Profit Sharing Plan | - | 12 | $4,096,537 | $192,227 | $16,019iApproximate average salary by contribution assumption: employee only about $400,473 at 4% or $266,982 at 6%; with 50% employer match about $266,982 at 4% or $177,988 at 6%; with 100% employer match about $200,236 at 4% or $133,491 at 6%. |
| Julander, Brown & Bollard LLP Cash Balance Pension Plan | - | 0 | $0 | - | - |
| 2023 | 2 | 14 | $2,893,348 | $645,863 | $46,133iApproximate average salary by contribution assumption: employee only about $1,153,327 at 4% or $768,885 at 6%; with 50% employer match about $768,885 at 4% or $512,590 at 6%; with 100% employer match about $576,663 at 4% or $384,442 at 6%. |
| Jbb 401(K) Safe Harbor Profit Sharing Plan | - | 14 | $2,163,649 | $212,717 | $15,194iApproximate average salary by contribution assumption: employee only about $379,852 at 4% or $253,235 at 6%; with 50% employer match about $253,235 at 4% or $168,823 at 6%; with 100% employer match about $189,926 at 4% or $126,617 at 6%. |
| Julander, Brown & Bollard LLP Cash Balance Pension Plan | - | 5 | $729,699 | $433,146 | $86,629iApproximate average salary by contribution assumption: employee only about $2,165,730 at 4% or $1,443,820 at 6%; with 50% employer match about $1,443,820 at 4% or $962,547 at 6%; with 100% employer match about $1,082,865 at 4% or $721,910 at 6%. |
| 2022 | 1 | 14 | $2,553,588 | $155,263 | $11,090iApproximate average salary by contribution assumption: employee only about $277,255 at 4% or $184,837 at 6%; with 50% employer match about $184,837 at 4% or $123,225 at 6%; with 100% employer match about $138,628 at 4% or $92,418 at 6%. |
| Jbb 401(K) Safe Harbor Profit Sharing Plan | - | 14 | $2,553,588 | $155,263 | $11,090iApproximate average salary by contribution assumption: employee only about $277,255 at 4% or $184,837 at 6%; with 50% employer match about $184,837 at 4% or $123,225 at 6%; with 100% employer match about $138,628 at 4% or $92,418 at 6%. |
| 2021 | 1 | 13 | $2,271,337 | $88,782 | $6,829iApproximate average salary by contribution assumption: employee only about $170,735 at 4% or $113,823 at 6%; with 50% employer match about $113,823 at 4% or $75,882 at 6%; with 100% employer match about $85,367 at 4% or $56,912 at 6%. |
| Jbb 401(K) Safe Harbor Profit Sharing Plan | - | 13 | $2,271,337 | $88,782 | $6,829iApproximate average salary by contribution assumption: employee only about $170,735 at 4% or $113,823 at 6%; with 50% employer match about $113,823 at 4% or $75,882 at 6%; with 100% employer match about $85,367 at 4% or $56,912 at 6%. |
| 2020 | 1 | 9 | $1,938,148 | $0 | - |
| Jbb 401(K) Safe Harbor Profit Sharing Plan | - | 9 | $1,938,148 | $0 | - |
| 2019 | 1 | 11 | $1,938,148 | $163,511 | $14,865iApproximate average salary by contribution assumption: employee only about $371,616 at 4% or $247,744 at 6%; with 50% employer match about $247,744 at 4% or $165,163 at 6%; with 100% employer match about $185,808 at 4% or $123,872 at 6%. |
| Jbb 401(K) Safe Harbor Profit Sharing Plan | - | 11 | $1,938,148 | $163,511 | $14,865iApproximate average salary by contribution assumption: employee only about $371,616 at 4% or $247,744 at 6%; with 50% employer match about $247,744 at 4% or $165,163 at 6%; with 100% employer match about $185,808 at 4% or $123,872 at 6%. |
| 2018 | 1 | 11 | $1,454,551 | $144,703 | $13,155iApproximate average salary by contribution assumption: employee only about $328,870 at 4% or $219,247 at 6%; with 50% employer match about $219,247 at 4% or $146,165 at 6%; with 100% employer match about $164,435 at 4% or $109,623 at 6%. |
| Jbb 401(K) Safe Harbor Profit Sharing Plan | - | 11 | $1,454,551 | $144,703 | $13,155iApproximate average salary by contribution assumption: employee only about $328,870 at 4% or $219,247 at 6%; with 50% employer match about $219,247 at 4% or $146,165 at 6%; with 100% employer match about $164,435 at 4% or $109,623 at 6%. |
| 2017 | 1 | 9 | $1,428,536 | $124,372 | $13,819iApproximate average salary by contribution assumption: employee only about $345,478 at 4% or $230,319 at 6%; with 50% employer match about $230,319 at 4% or $153,546 at 6%; with 100% employer match about $172,739 at 4% or $115,159 at 6%. |
| Jbb 401(K) Safe Harbor Profit Sharing Plan | - | 9 | $1,428,536 | $124,372 | $13,819iApproximate average salary by contribution assumption: employee only about $345,478 at 4% or $230,319 at 6%; with 50% employer match about $230,319 at 4% or $153,546 at 6%; with 100% employer match about $172,739 at 4% or $115,159 at 6%. |
| 2016 | 1 | 10 | $1,154,459 | $129,376 | $12,938iApproximate average salary by contribution assumption: employee only about $323,440 at 4% or $215,627 at 6%; with 50% employer match about $215,627 at 4% or $143,751 at 6%; with 100% employer match about $161,720 at 4% or $107,813 at 6%. |
| Jbb 401(K) Safe Harbor Profit Sharing Plan | - | 10 | $1,154,459 | $129,376 | $12,938iApproximate average salary by contribution assumption: employee only about $323,440 at 4% or $215,627 at 6%; with 50% employer match about $215,627 at 4% or $143,751 at 6%; with 100% employer match about $161,720 at 4% or $107,813 at 6%. |
| 2015 | 1 | 11 | $954,478 | $137,691 | $12,517iApproximate average salary by contribution assumption: employee only about $312,934 at 4% or $208,623 at 6%; with 50% employer match about $208,623 at 4% or $139,082 at 6%; with 100% employer match about $156,467 at 4% or $104,311 at 6%. |
| Jbb 401(K) Safe Harbor Profit Sharing Plan | - | 11 | $954,478 | $137,691 | $12,517iApproximate average salary by contribution assumption: employee only about $312,934 at 4% or $208,623 at 6%; with 50% employer match about $208,623 at 4% or $139,082 at 6%; with 100% employer match about $156,467 at 4% or $104,311 at 6%. |
| 2014 | 1 | 12 | $839,161 | $323,340 | $26,945iApproximate average salary by contribution assumption: employee only about $673,625 at 4% or $449,083 at 6%; with 50% employer match about $449,083 at 4% or $299,389 at 6%; with 100% employer match about $336,813 at 4% or $224,542 at 6%. |
| Jbb 401(K) Safe Harbor Profit Sharing Plan | - | 12 | $839,161 | $323,340 | $26,945iApproximate average salary by contribution assumption: employee only about $673,625 at 4% or $449,083 at 6%; with 50% employer match about $449,083 at 4% or $299,389 at 6%; with 100% employer match about $336,813 at 4% or $224,542 at 6%. |
| 2013 | 1 | 15 | $751,324 | $211,686 | $14,112iApproximate average salary by contribution assumption: employee only about $352,810 at 4% or $235,207 at 6%; with 50% employer match about $235,207 at 4% or $156,804 at 6%; with 100% employer match about $176,405 at 4% or $117,603 at 6%. |
| Jbb 401(K) Safe Harbor Profit Sharing Plan | - | 15 | $751,324 | $211,686 | $14,112iApproximate average salary by contribution assumption: employee only about $352,810 at 4% or $235,207 at 6%; with 50% employer match about $235,207 at 4% or $156,804 at 6%; with 100% employer match about $176,405 at 4% or $117,603 at 6%. |
| 2012 | 1 | 16 | $490,596 | $488,175 | $30,511iApproximate average salary by contribution assumption: employee only about $762,773 at 4% or $508,516 at 6%; with 50% employer match about $508,516 at 4% or $339,010 at 6%; with 100% employer match about $381,387 at 4% or $254,258 at 6%. |
| Jbb 401(K) Safe Harbor Profit Sharing Plan | - | 16 | $490,596 | $488,175 | $30,511iApproximate average salary by contribution assumption: employee only about $762,773 at 4% or $508,516 at 6%; with 50% employer match about $508,516 at 4% or $339,010 at 6%; with 100% employer match about $381,387 at 4% or $254,258 at 6%. |