Jat Financial Inc.
Plan context: Jat Financial Inc. 401(K) Profit Sharing Plan
EIN 34-1605417 • Palm City, FL • 6 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$109,836
2024 Contributions
$6,250
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $109,836 | $6,250 | $2,083iApproximate average salary by contribution assumption: employee only about $52,083 at 4% or $34,722 at 6%; with 50% employer match about $34,722 at 4% or $23,148 at 6%; with 100% employer match about $26,042 at 4% or $17,361 at 6%. |
| Jat Financial Inc. 401(K) Profit Sharing Plan | - | 3 | $109,836 | $6,250 | $2,083iApproximate average salary by contribution assumption: employee only about $52,083 at 4% or $34,722 at 6%; with 50% employer match about $34,722 at 4% or $23,148 at 6%; with 100% employer match about $26,042 at 4% or $17,361 at 6%. |
| 2023 | 1 | 3 | $98,178 | $30,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Jat Financial Inc. 401(K) Profit Sharing Plan | - | 3 | $98,178 | $30,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2022 | 1 | 3 | $65,176 | $55,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| Jat Financial Inc. 401(K) Profit Sharing Plan | - | 3 | $65,176 | $55,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| 2003 | 1 | 0 | $0 | $756 | - |
| Jat Financial Inc. 401(K) Profit Sharing Plan | - | 0 | - | $756 | - |
| 2001 | 1 | 1 | $0 | $0 | - |
| Jat Financial Inc. 401(K) Profit Sharing Plan | - | 1 | - | - | - |
| 2000 | 1 | 7 | $366,731 | $50,774 | $7,253iApproximate average salary by contribution assumption: employee only about $181,336 at 4% or $120,890 at 6%; with 50% employer match about $120,890 at 4% or $80,594 at 6%; with 100% employer match about $90,668 at 4% or $60,445 at 6%. |
| Jat Financial Inc. 401(K) Profit Sharing Plan | - | 7 | $366,731 | $50,774 | $7,253iApproximate average salary by contribution assumption: employee only about $181,336 at 4% or $120,890 at 6%; with 50% employer match about $120,890 at 4% or $80,594 at 6%; with 100% employer match about $90,668 at 4% or $60,445 at 6%. |