Civic Intelligence

Jeval Asset Management Corporation

Plan context: JEVAL ASSET MANAGEMENT CORPORATION 401(K) PLAN

EIN 33-0850778 • LA Jolla, CA • 10 filings • 3 plans

7596 Eads Avenue Suite 101LA Jolla, CA 92037
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$4,417,401

2024 Contributions

$4,473,107

Historical Graphs

Total Assets Over Time

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

$4,417,401$2,208,701$0201620202024YearValue
$4,417,401Latest year 2024

Participants Over Time

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

210201620202024YearValue
1Latest 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
202421$4,417,401$4,473,107$4,473,107iApproximate average salary by contribution assumption: employee only about $111,827,675 at 4% or $74,551,783 at 6%; with 50% employer match about $74,551,783 at 4% or $49,701,189 at 6%; with 100% employer match about $55,913,838 at 4% or $37,275,892 at 6%.
JEVAL ASSET MANAGEMENT CORPORATION 401(K) PLAN-1$4,417,401$4,473,107$4,473,107iApproximate average salary by contribution assumption: employee only about $111,827,675 at 4% or $74,551,783 at 6%; with 50% employer match about $74,551,783 at 4% or $49,701,189 at 6%; with 100% employer match about $55,913,838 at 4% or $37,275,892 at 6%.
Jeval Asset Management Corporation Defined Benefit Pension Plan and Trust-0$0$0-
202312$4,385,903$0-
Jeval Asset Management Corporation Defined Benefit Pension Plan and Trust-2$4,385,903$0-
202212$4,079,417$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Jeval Asset Management Corporation Defined Benefit Pension Plan and Trust-2$4,079,417$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
202112$4,073,201$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Jeval Asset Management Corporation Defined Benefit Pension Plan and Trust-2$4,073,201$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
202012$3,909,840$38,802$19,401iApproximate average salary by contribution assumption: employee only about $485,025 at 4% or $323,350 at 6%; with 50% employer match about $323,350 at 4% or $215,567 at 6%; with 100% employer match about $242,513 at 4% or $161,675 at 6%.
Jeval Asset Management Corporation Defined Benefit Pension Plan and Trust-2$3,909,840$38,802$19,401iApproximate average salary by contribution assumption: employee only about $485,025 at 4% or $323,350 at 6%; with 50% employer match about $323,350 at 4% or $215,567 at 6%; with 100% employer match about $242,513 at 4% or $161,675 at 6%.
201912$4,052,584$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Jeval Asset Management Corporation Defined Benefit Pension Plan and Trust-2$4,052,584$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
201812$3,603,985$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Jeval Asset Management Corporation Defined Benefit Pension Plan and Trust-2$3,603,985$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201712$3,854,491$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Jeval Asset Management Corporation Defined Benefit Pension Plan and Trust-2$3,854,491$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201612$3,509,800$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Jeval Asset Management Corporation Defined Benefit Pension Plan and Trust-2$3,509,800$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.