Civic Intelligence

Jannsen Wealth Management Inc.

Plan context: Jannsen Wealth Management Inc. 401(K) Retirement Plan

EIN 39-1916283 • 4 filings • 1 plans

Current Snapshot

Latest Year

2017

2017 Participants

4

2017 Assets

$750,764

2017 Contributions

$385

Historical Graphs

Total Assets Over Time

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

$750,764$375,382$0201420152016YearValue
$750,764Latest year 2016

Participants Over Time

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

420201420152016YearValue
4Latest year 2016

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
201710$0$385-
Jannsen Wealth Management Inc. 401(K) Retirement Plan-0-$385-
201614$750,764$42,073$10,518iApproximate average salary by contribution assumption: employee only about $262,956 at 4% or $175,304 at 6%; with 50% employer match about $175,304 at 4% or $116,869 at 6%; with 100% employer match about $131,478 at 4% or $87,652 at 6%.
Jannsen Wealth Management Inc. 401(K) Retirement Plan-4$750,764$42,073$10,518iApproximate average salary by contribution assumption: employee only about $262,956 at 4% or $175,304 at 6%; with 50% employer match about $175,304 at 4% or $116,869 at 6%; with 100% employer match about $131,478 at 4% or $87,652 at 6%.
201513$658,837$54,019$18,006iApproximate average salary by contribution assumption: employee only about $450,158 at 4% or $300,106 at 6%; with 50% employer match about $300,106 at 4% or $200,070 at 6%; with 100% employer match about $225,079 at 4% or $150,053 at 6%.
Jannsen Wealth Management Inc. 401(K) Retirement Plan-3$658,837$54,019$18,006iApproximate average salary by contribution assumption: employee only about $450,158 at 4% or $300,106 at 6%; with 50% employer match about $300,106 at 4% or $200,070 at 6%; with 100% employer match about $225,079 at 4% or $150,053 at 6%.
201413$613,489$55,596$18,532iApproximate average salary by contribution assumption: employee only about $463,300 at 4% or $308,867 at 6%; with 50% employer match about $308,867 at 4% or $205,911 at 6%; with 100% employer match about $231,650 at 4% or $154,433 at 6%.
Jannsen Wealth Management Inc. 401(K) Retirement Plan-3$613,489$55,596$18,532iApproximate average salary by contribution assumption: employee only about $463,300 at 4% or $308,867 at 6%; with 50% employer match about $308,867 at 4% or $205,911 at 6%; with 100% employer match about $231,650 at 4% or $154,433 at 6%.