Civic Intelligence

Jnba Financial Advisors Inc.

Plan context: JNBA 401(K) PLAN

EIN 41-1389326 • Minneapolis, MN • 18 filings • 3 plans

8500 Normandale Lake BlvdSuite 450Minneapolis, MN 55437
Current Snapshot

Latest Year

2019

2019 Participants

28

2019 Assets

$6,501,416

2019 Contributions

$984,707

Historical Graphs

Total Assets Over Time

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

$6,501,416$3,250,708$0199920142019YearValue
$6,501,416Latest year 2019

Participants Over Time

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

28140199920132019YearValue
28Latest year 2019

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
2019228$6,501,416$984,707$35,168iApproximate average salary by contribution assumption: employee only about $879,203 at 4% or $586,135 at 6%; with 50% employer match about $586,135 at 4% or $390,757 at 6%; with 100% employer match about $439,601 at 4% or $293,068 at 6%.
JNBA 401(K) PLAN-28$3,374,482$477,222$17,044iApproximate average salary by contribution assumption: employee only about $426,091 at 4% or $284,061 at 6%; with 50% employer match about $284,061 at 4% or $189,374 at 6%; with 100% employer match about $213,046 at 4% or $142,030 at 6%.
JNBA CASH BALANCE PLAN-24$3,126,934$507,485$21,145iApproximate average salary by contribution assumption: employee only about $528,630 at 4% or $352,420 at 6%; with 50% employer match about $352,420 at 4% or $234,947 at 6%; with 100% employer match about $264,315 at 4% or $176,210 at 6%.
2018228$4,763,550$922,493$32,946iApproximate average salary by contribution assumption: employee only about $823,654 at 4% or $549,103 at 6%; with 50% employer match about $549,103 at 4% or $366,069 at 6%; with 100% employer match about $411,827 at 4% or $274,551 at 6%.
JNBA CASH BALANCE PLAN-26$2,381,867$509,521$19,597iApproximate average salary by contribution assumption: employee only about $489,924 at 4% or $326,616 at 6%; with 50% employer match about $326,616 at 4% or $217,744 at 6%; with 100% employer match about $244,962 at 4% or $163,308 at 6%.
JNBA 401(K) PLAN-28$2,381,683$412,972$14,749iApproximate average salary by contribution assumption: employee only about $368,725 at 4% or $245,817 at 6%; with 50% employer match about $245,817 at 4% or $163,878 at 6%; with 100% employer match about $184,363 at 4% or $122,908 at 6%.
2017227$4,280,324$850,025$31,482iApproximate average salary by contribution assumption: employee only about $787,060 at 4% or $524,707 at 6%; with 50% employer match about $524,707 at 4% or $349,805 at 6%; with 100% employer match about $393,530 at 4% or $262,353 at 6%.
JNBA 401(K) PLAN-27$2,328,217$342,505$12,685iApproximate average salary by contribution assumption: employee only about $317,134 at 4% or $211,423 at 6%; with 50% employer match about $211,423 at 4% or $140,949 at 6%; with 100% employer match about $158,567 at 4% or $105,711 at 6%.
JNBA CASH BALANCE PLAN-27$1,952,107$507,520$18,797iApproximate average salary by contribution assumption: employee only about $469,926 at 4% or $313,284 at 6%; with 50% employer match about $313,284 at 4% or $208,856 at 6%; with 100% employer match about $234,963 at 4% or $156,642 at 6%.
2016224$3,063,380$746,831$31,118iApproximate average salary by contribution assumption: employee only about $777,949 at 4% or $518,633 at 6%; with 50% employer match about $518,633 at 4% or $345,755 at 6%; with 100% employer match about $388,974 at 4% or $259,316 at 6%.
JNBA 401(K) PLAN-24$1,729,854$303,302$12,638iApproximate average salary by contribution assumption: employee only about $315,940 at 4% or $210,626 at 6%; with 50% employer match about $210,626 at 4% or $140,418 at 6%; with 100% employer match about $157,970 at 4% or $105,313 at 6%.
JNBA CASH BALANCE PLAN-24$1,333,526$443,529$18,480iApproximate average salary by contribution assumption: employee only about $462,009 at 4% or $308,006 at 6%; with 50% employer match about $308,006 at 4% or $205,338 at 6%; with 100% employer match about $231,005 at 4% or $154,003 at 6%.
2015123$838,824$244,178$10,616iApproximate average salary by contribution assumption: employee only about $265,411 at 4% or $176,941 at 6%; with 50% employer match about $176,941 at 4% or $117,960 at 6%; with 100% employer match about $132,705 at 4% or $88,470 at 6%.
JNBA CASH BALANCE PLAN-23$838,824$244,178$10,616iApproximate average salary by contribution assumption: employee only about $265,411 at 4% or $176,941 at 6%; with 50% employer match about $176,941 at 4% or $117,960 at 6%; with 100% employer match about $132,705 at 4% or $88,470 at 6%.
2014121$607,672$365,932$17,425iApproximate average salary by contribution assumption: employee only about $435,633 at 4% or $290,422 at 6%; with 50% employer match about $290,422 at 4% or $193,615 at 6%; with 100% employer match about $217,817 at 4% or $145,211 at 6%.
JNBA CASH BALANCE PLAN-21$607,672$365,932$17,425iApproximate average salary by contribution assumption: employee only about $435,633 at 4% or $290,422 at 6%; with 50% employer match about $290,422 at 4% or $193,615 at 6%; with 100% employer match about $217,817 at 4% or $145,211 at 6%.
2013118$239,826$239,826$13,324iApproximate average salary by contribution assumption: employee only about $333,092 at 4% or $222,061 at 6%; with 50% employer match about $222,061 at 4% or $148,041 at 6%; with 100% employer match about $166,546 at 4% or $111,031 at 6%.
JNBA CASH BALANCE PLAN-18$239,826$239,826$13,324iApproximate average salary by contribution assumption: employee only about $333,092 at 4% or $222,061 at 6%; with 50% employer match about $222,061 at 4% or $148,041 at 6%; with 100% employer match about $166,546 at 4% or $111,031 at 6%.
200510$0$0-
Jnba Financial Advisors Inc. Retirement Plan-0---
200417$423,806$9,912$1,416iApproximate average salary by contribution assumption: employee only about $35,400 at 4% or $23,600 at 6%; with 50% employer match about $23,600 at 4% or $15,733 at 6%; with 100% employer match about $17,700 at 4% or $11,800 at 6%.
Jnba Financial Advisors Inc. Retirement Plan-7$423,806$9,912$1,416iApproximate average salary by contribution assumption: employee only about $35,400 at 4% or $23,600 at 6%; with 50% employer match about $23,600 at 4% or $15,733 at 6%; with 100% employer match about $17,700 at 4% or $11,800 at 6%.
200318$0$0-
Jnba Financial Advisors Inc. Retirement Plan-8---
200218$310,220$13,000$1,625iApproximate average salary by contribution assumption: employee only about $40,625 at 4% or $27,083 at 6%; with 50% employer match about $27,083 at 4% or $18,056 at 6%; with 100% employer match about $20,313 at 4% or $13,542 at 6%.
Jnba Financial Advisors Inc. Retirement Plan-8$310,220$13,000$1,625iApproximate average salary by contribution assumption: employee only about $40,625 at 4% or $27,083 at 6%; with 50% employer match about $27,083 at 4% or $18,056 at 6%; with 100% employer match about $20,313 at 4% or $13,542 at 6%.
2001110$0$0-
Jnba Financial Advisors Inc. Retirement Plan-10---
200015$471,943$70,001$14,000iApproximate average salary by contribution assumption: employee only about $350,005 at 4% or $233,337 at 6%; with 50% employer match about $233,337 at 4% or $155,558 at 6%; with 100% employer match about $175,003 at 4% or $116,668 at 6%.
Jnba Financial Advisors Inc. Retirement Plan-5$471,943$70,001$14,000iApproximate average salary by contribution assumption: employee only about $350,005 at 4% or $233,337 at 6%; with 50% employer match about $233,337 at 4% or $155,558 at 6%; with 100% employer match about $175,003 at 4% or $116,668 at 6%.
199915$459,159$101,720$20,344iApproximate average salary by contribution assumption: employee only about $508,600 at 4% or $339,067 at 6%; with 50% employer match about $339,067 at 4% or $226,044 at 6%; with 100% employer match about $254,300 at 4% or $169,533 at 6%.
Jnba Financial Advisors Inc. Retirement Plan-5$459,159$101,720$20,344iApproximate average salary by contribution assumption: employee only about $508,600 at 4% or $339,067 at 6%; with 50% employer match about $339,067 at 4% or $226,044 at 6%; with 100% employer match about $254,300 at 4% or $169,533 at 6%.