James Mastro & Associates
Plan context: Jmar Holdings
EIN 45-3915704 • Brooksville, FL • 7 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$679,211
2025 Contributions
$620,820
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $679,211 | $0 | - |
| Jmar Holdings | - | 3 | $679,211 | - | - |
| 2024 | 2 | 3 | $628,387 | $0 | - |
| Jmar Holdings | - | 3 | $628,387 | - | - |
| James Mastro & Associates Pension Plan & Trust | - | 0 | $0 | $0 | - |
| 2023 | 1 | 3 | $620,820 | $620,820 | $206,940iApproximate average salary by contribution assumption: employee only about $5,173,500 at 4% or $3,449,000 at 6%; with 50% employer match about $3,449,000 at 4% or $2,299,333 at 6%; with 100% employer match about $2,586,750 at 4% or $1,724,500 at 6%. |
| Jmar Holdings | - | 3 | $620,820 | $620,820 | $206,940iApproximate average salary by contribution assumption: employee only about $5,173,500 at 4% or $3,449,000 at 6%; with 50% employer match about $3,449,000 at 4% or $2,299,333 at 6%; with 100% employer match about $2,586,750 at 4% or $1,724,500 at 6%. |
| 2013 | 1 | 1 | $317,333 | $100,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| James Mastro & Associates Pension Plan & Trust | - | 1 | $317,333 | $100,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| 2012 | 1 | 1 | $192,527 | $98,000 | $98,000iApproximate average salary by contribution assumption: employee only about $2,450,000 at 4% or $1,633,333 at 6%; with 50% employer match about $1,633,333 at 4% or $1,088,889 at 6%; with 100% employer match about $1,225,000 at 4% or $816,667 at 6%. |
| James Mastro & Associates Pension Plan & Trust | - | 1 | $192,527 | $98,000 | $98,000iApproximate average salary by contribution assumption: employee only about $2,450,000 at 4% or $1,633,333 at 6%; with 50% employer match about $1,633,333 at 4% or $1,088,889 at 6%; with 100% employer match about $1,225,000 at 4% or $816,667 at 6%. |
| 2011 | 1 | 1 | $100,028 | $100,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| James Mastro & Associates Pension Plan & Trust | - | 1 | $100,028 | $100,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |