Civic Intelligence

Jtw & Associates Inc.

Plan context: Jtw & Associates Inc. 401(K) Retirement Savings Plan

EIN 34-1979202 • Costa Mesa, CA • 18 filings • 3 plans

940 So. Coast Dr., Ste. 190Costa Mesa, CA 92626
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$824,824

2024 Contributions

$26,469

Historical Graphs

Total Assets Over Time

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

$832,091$416,046$0200820162024YearValue
$824,824Latest year 2024

Participants Over Time

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

740200720162024YearValue
4Latest 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
202414$824,824$26,469$6,617iApproximate average salary by contribution assumption: employee only about $165,431 at 4% or $110,288 at 6%; with 50% employer match about $110,288 at 4% or $73,525 at 6%; with 100% employer match about $82,716 at 4% or $55,144 at 6%.
Jtw & Associates Inc. 401(K) Retirement Savings Plan-4$824,824$26,469$6,617iApproximate average salary by contribution assumption: employee only about $165,431 at 4% or $110,288 at 6%; with 50% employer match about $110,288 at 4% or $73,525 at 6%; with 100% employer match about $82,716 at 4% or $55,144 at 6%.
202314$813,555$65,871$16,468iApproximate average salary by contribution assumption: employee only about $411,694 at 4% or $274,463 at 6%; with 50% employer match about $274,463 at 4% or $182,975 at 6%; with 100% employer match about $205,847 at 4% or $137,231 at 6%.
Jtw & Associates Inc. 401(K) Retirement Savings Plan-4$813,555$65,871$16,468iApproximate average salary by contribution assumption: employee only about $411,694 at 4% or $274,463 at 6%; with 50% employer match about $274,463 at 4% or $182,975 at 6%; with 100% employer match about $205,847 at 4% or $137,231 at 6%.
202214$798,219$9,496$2,374iApproximate average salary by contribution assumption: employee only about $59,350 at 4% or $39,567 at 6%; with 50% employer match about $39,567 at 4% or $26,378 at 6%; with 100% employer match about $29,675 at 4% or $19,783 at 6%.
Jtw & Associates Inc. 401(K) Retirement Savings Plan-4$798,219$9,496$2,374iApproximate average salary by contribution assumption: employee only about $59,350 at 4% or $39,567 at 6%; with 50% employer match about $39,567 at 4% or $26,378 at 6%; with 100% employer match about $29,675 at 4% or $19,783 at 6%.
202117$832,091$27,476$3,925iApproximate average salary by contribution assumption: employee only about $98,129 at 4% or $65,419 at 6%; with 50% employer match about $65,419 at 4% or $43,613 at 6%; with 100% employer match about $49,064 at 4% or $32,710 at 6%.
Jtw & Associates Inc. 401(K) Retirement Savings Plan-7$832,091$27,476$3,925iApproximate average salary by contribution assumption: employee only about $98,129 at 4% or $65,419 at 6%; with 50% employer match about $65,419 at 4% or $43,613 at 6%; with 100% employer match about $49,064 at 4% or $32,710 at 6%.
202015$723,380$3,065$613iApproximate average salary by contribution assumption: employee only about $15,325 at 4% or $10,217 at 6%; with 50% employer match about $10,217 at 4% or $6,811 at 6%; with 100% employer match about $7,663 at 4% or $5,108 at 6%.
Jtw & Associates Inc. 401(K) Retirement Savings Plan-5$723,380$3,065$613iApproximate average salary by contribution assumption: employee only about $15,325 at 4% or $10,217 at 6%; with 50% employer match about $10,217 at 4% or $6,811 at 6%; with 100% employer match about $7,663 at 4% or $5,108 at 6%.
201916$682,921$34,639$5,773iApproximate average salary by contribution assumption: employee only about $144,329 at 4% or $96,219 at 6%; with 50% employer match about $96,219 at 4% or $64,146 at 6%; with 100% employer match about $72,165 at 4% or $48,110 at 6%.
Jtw & Associates Inc. 401(K) Retirement Savings Plan-6$682,921$34,639$5,773iApproximate average salary by contribution assumption: employee only about $144,329 at 4% or $96,219 at 6%; with 50% employer match about $96,219 at 4% or $64,146 at 6%; with 100% employer match about $72,165 at 4% or $48,110 at 6%.
201816$583,980$46,528$7,755iApproximate average salary by contribution assumption: employee only about $193,867 at 4% or $129,244 at 6%; with 50% employer match about $129,244 at 4% or $86,163 at 6%; with 100% employer match about $96,933 at 4% or $64,622 at 6%.
Jtw & Associates Inc. 401(K) Retirement Savings Plan-6$583,980$46,528$7,755iApproximate average salary by contribution assumption: employee only about $193,867 at 4% or $129,244 at 6%; with 50% employer match about $129,244 at 4% or $86,163 at 6%; with 100% employer match about $96,933 at 4% or $64,622 at 6%.
201715$555,001$99,853$19,971iApproximate average salary by contribution assumption: employee only about $499,265 at 4% or $332,843 at 6%; with 50% employer match about $332,843 at 4% or $221,896 at 6%; with 100% employer match about $249,632 at 4% or $166,422 at 6%.
Jtw & Associates Inc. 401(K) Retirement Savings Plan-5$555,001$99,853$19,971iApproximate average salary by contribution assumption: employee only about $499,265 at 4% or $332,843 at 6%; with 50% employer match about $332,843 at 4% or $221,896 at 6%; with 100% employer match about $249,632 at 4% or $166,422 at 6%.
201614$397,440$48,036$12,009iApproximate average salary by contribution assumption: employee only about $300,225 at 4% or $200,150 at 6%; with 50% employer match about $200,150 at 4% or $133,433 at 6%; with 100% employer match about $150,113 at 4% or $100,075 at 6%.
Jtw & Associates Inc. 401(K) Retirement Savings Plan-4$397,440$48,036$12,009iApproximate average salary by contribution assumption: employee only about $300,225 at 4% or $200,150 at 6%; with 50% employer match about $200,150 at 4% or $133,433 at 6%; with 100% employer match about $150,113 at 4% or $100,075 at 6%.
201514$324,198$4,340$1,085iApproximate average salary by contribution assumption: employee only about $27,125 at 4% or $18,083 at 6%; with 50% employer match about $18,083 at 4% or $12,056 at 6%; with 100% employer match about $13,563 at 4% or $9,042 at 6%.
Jtw & Associates Inc. 401(K) Retirement Savings Plan-4$324,198$4,340$1,085iApproximate average salary by contribution assumption: employee only about $27,125 at 4% or $18,083 at 6%; with 50% employer match about $18,083 at 4% or $12,056 at 6%; with 100% employer match about $13,563 at 4% or $9,042 at 6%.
201414$326,240$22,271$5,568iApproximate average salary by contribution assumption: employee only about $139,194 at 4% or $92,796 at 6%; with 50% employer match about $92,796 at 4% or $61,864 at 6%; with 100% employer match about $69,597 at 4% or $46,398 at 6%.
Jtw & Associates Inc. 401(K) Retirement Savings Plan-4$326,240$22,271$5,568iApproximate average salary by contribution assumption: employee only about $139,194 at 4% or $92,796 at 6%; with 50% employer match about $92,796 at 4% or $61,864 at 6%; with 100% employer match about $69,597 at 4% or $46,398 at 6%.
201313$285,575$22,407$7,469iApproximate average salary by contribution assumption: employee only about $186,725 at 4% or $124,483 at 6%; with 50% employer match about $124,483 at 4% or $82,989 at 6%; with 100% employer match about $93,363 at 4% or $62,242 at 6%.
Jtw & Associates Inc. 401(K) Retirement Savings Plan-3$285,575$22,407$7,469iApproximate average salary by contribution assumption: employee only about $186,725 at 4% or $124,483 at 6%; with 50% employer match about $124,483 at 4% or $82,989 at 6%; with 100% employer match about $93,363 at 4% or $62,242 at 6%.
201214$237,977$67,008$16,752iApproximate average salary by contribution assumption: employee only about $418,800 at 4% or $279,200 at 6%; with 50% employer match about $279,200 at 4% or $186,133 at 6%; with 100% employer match about $209,400 at 4% or $139,600 at 6%.
Jtw & Associates Inc. 401(K) Retirement Savings Plan-4$237,977$67,008$16,752iApproximate average salary by contribution assumption: employee only about $418,800 at 4% or $279,200 at 6%; with 50% employer match about $279,200 at 4% or $186,133 at 6%; with 100% employer match about $209,400 at 4% or $139,600 at 6%.
201115$176,562$57,597$11,519iApproximate average salary by contribution assumption: employee only about $287,985 at 4% or $191,990 at 6%; with 50% employer match about $191,990 at 4% or $127,993 at 6%; with 100% employer match about $143,993 at 4% or $95,995 at 6%.
Jtw & Associates Inc. 401(K) Retirement Savings Plan-5$176,562$57,597$11,519iApproximate average salary by contribution assumption: employee only about $287,985 at 4% or $191,990 at 6%; with 50% employer match about $191,990 at 4% or $127,993 at 6%; with 100% employer match about $143,993 at 4% or $95,995 at 6%.
201014$122,647$20,028$5,007iApproximate average salary by contribution assumption: employee only about $125,175 at 4% or $83,450 at 6%; with 50% employer match about $83,450 at 4% or $55,633 at 6%; with 100% employer match about $62,588 at 4% or $41,725 at 6%.
Jtw & Associates Inc. 401(K) Retirement Savings Plan-4$122,647$20,028$5,007iApproximate average salary by contribution assumption: employee only about $125,175 at 4% or $83,450 at 6%; with 50% employer match about $83,450 at 4% or $55,633 at 6%; with 100% employer match about $62,588 at 4% or $41,725 at 6%.
200912$103,052$23,915$11,958iApproximate average salary by contribution assumption: employee only about $298,938 at 4% or $199,292 at 6%; with 50% employer match about $199,292 at 4% or $132,861 at 6%; with 100% employer match about $149,469 at 4% or $99,646 at 6%.
Jtw & Associates Inc. 401(K) Retirement Savings Plan-2$103,052$23,915$11,958iApproximate average salary by contribution assumption: employee only about $298,938 at 4% or $199,292 at 6%; with 50% employer match about $199,292 at 4% or $132,861 at 6%; with 100% employer match about $149,469 at 4% or $99,646 at 6%.
200812$71,376$35,052$17,526iApproximate average salary by contribution assumption: employee only about $438,150 at 4% or $292,100 at 6%; with 50% employer match about $292,100 at 4% or $194,733 at 6%; with 100% employer match about $219,075 at 4% or $146,050 at 6%.
Jtw & Associates Inc. 401(K) Retirement Savings Plan-2$71,376$35,052$17,526iApproximate average salary by contribution assumption: employee only about $438,150 at 4% or $292,100 at 6%; with 50% employer match about $292,100 at 4% or $194,733 at 6%; with 100% employer match about $219,075 at 4% or $146,050 at 6%.
200711$0$0-
Jtw & Associates Inc. 401(K) Retirement Savings Plan-1---