Civic Intelligence

JMJ PHILLIP GROUP, LLC

Plan context: JMJ PHILLIP GROUP 401(K)

EIN 38-3631382 • Rochester Hills, MI • 8 filings • 1 plans

145 S. LivernoisSuite 240Rochester Hills, MI 48307
Current Snapshot

Latest Year

2025

2025 Participants

54

2025 Assets

$1,555,222

2025 Contributions

$218,267

Historical Graphs

Total Assets Over Time

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

$1,555,222$777,611$0201820222025YearValue
$1,555,222Latest year 2025

Participants Over Time

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

54270201820222025YearValue
54Latest year 2025

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
2025154$1,555,222$218,267$4,042iApproximate average salary by contribution assumption: employee only about $101,050 at 4% or $67,366 at 6%; with 50% employer match about $67,366 at 4% or $44,911 at 6%; with 100% employer match about $50,525 at 4% or $33,683 at 6%.
JMJ PHILLIP GROUP 401(K)-54$1,555,222$218,267$4,042iApproximate average salary by contribution assumption: employee only about $101,050 at 4% or $67,366 at 6%; with 50% employer match about $67,366 at 4% or $44,911 at 6%; with 100% employer match about $50,525 at 4% or $33,683 at 6%.
2024148$1,185,460$351,854$7,330iApproximate average salary by contribution assumption: employee only about $183,257 at 4% or $122,172 at 6%; with 50% employer match about $122,172 at 4% or $81,448 at 6%; with 100% employer match about $91,629 at 4% or $61,086 at 6%.
JMJ PHILLIP GROUP 401(K)-48$1,185,460$351,854$7,330iApproximate average salary by contribution assumption: employee only about $183,257 at 4% or $122,172 at 6%; with 50% employer match about $122,172 at 4% or $81,448 at 6%; with 100% employer match about $91,629 at 4% or $61,086 at 6%.
2023150$802,230$182,385$3,648iApproximate average salary by contribution assumption: employee only about $91,193 at 4% or $60,795 at 6%; with 50% employer match about $60,795 at 4% or $40,530 at 6%; with 100% employer match about $45,596 at 4% or $30,398 at 6%.
JMJ PHILLIP GROUP 401(K)-50$802,230$182,385$3,648iApproximate average salary by contribution assumption: employee only about $91,193 at 4% or $60,795 at 6%; with 50% employer match about $60,795 at 4% or $40,530 at 6%; with 100% employer match about $45,596 at 4% or $30,398 at 6%.
2022150$594,034$186,456$3,729iApproximate average salary by contribution assumption: employee only about $93,228 at 4% or $62,152 at 6%; with 50% employer match about $62,152 at 4% or $41,435 at 6%; with 100% employer match about $46,614 at 4% or $31,076 at 6%.
JMJ PHILLIP GROUP 401(K)-50$594,034$186,456$3,729iApproximate average salary by contribution assumption: employee only about $93,228 at 4% or $62,152 at 6%; with 50% employer match about $62,152 at 4% or $41,435 at 6%; with 100% employer match about $46,614 at 4% or $31,076 at 6%.
2021147$537,873$142,595$3,034iApproximate average salary by contribution assumption: employee only about $75,848 at 4% or $50,566 at 6%; with 50% employer match about $50,566 at 4% or $33,710 at 6%; with 100% employer match about $37,924 at 4% or $25,283 at 6%.
JMJ PHILLIP GROUP 401(K)-47$537,873$142,595$3,034iApproximate average salary by contribution assumption: employee only about $75,848 at 4% or $50,566 at 6%; with 50% employer match about $50,566 at 4% or $33,710 at 6%; with 100% employer match about $37,924 at 4% or $25,283 at 6%.
2020144$445,631$167,900$3,816iApproximate average salary by contribution assumption: employee only about $95,398 at 4% or $63,598 at 6%; with 50% employer match about $63,598 at 4% or $42,399 at 6%; with 100% employer match about $47,699 at 4% or $31,799 at 6%.
JMJ PHILLIP GROUP 401(K)-44$445,631$167,900$3,816iApproximate average salary by contribution assumption: employee only about $95,398 at 4% or $63,598 at 6%; with 50% employer match about $63,598 at 4% or $42,399 at 6%; with 100% employer match about $47,699 at 4% or $31,799 at 6%.
2019141$230,509$186,644$4,552iApproximate average salary by contribution assumption: employee only about $113,807 at 4% or $75,872 at 6%; with 50% employer match about $75,872 at 4% or $50,581 at 6%; with 100% employer match about $56,904 at 4% or $37,936 at 6%.
JMJ PHILLIP GROUP 401(K)-41$230,509$186,644$4,552iApproximate average salary by contribution assumption: employee only about $113,807 at 4% or $75,872 at 6%; with 50% employer match about $75,872 at 4% or $50,581 at 6%; with 100% employer match about $56,904 at 4% or $37,936 at 6%.
2018139$31,473$32,495$833iApproximate average salary by contribution assumption: employee only about $20,830 at 4% or $13,887 at 6%; with 50% employer match about $13,887 at 4% or $9,258 at 6%; with 100% employer match about $10,415 at 4% or $6,943 at 6%.
JMJ PHILLIP GROUP 401(K)-39$31,473$32,495$833iApproximate average salary by contribution assumption: employee only about $20,830 at 4% or $13,887 at 6%; with 50% employer match about $13,887 at 4% or $9,258 at 6%; with 100% employer match about $10,415 at 4% or $6,943 at 6%.