JLM ADVISORS, LLC
Plan context: JLM ADVISORS, LLC CASH BALANCE PLAN
EIN 45-4125460 • Charlotte, NC • 11 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$1,430,550
2025 Contributions
$648,196
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 | 0 | $0 | $0 | - |
| JLM ADVISORS, LLC CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2024 | 2 | 3 | $1,430,550 | $648,196 | $216,065iApproximate average salary by contribution assumption: employee only about $5,401,633 at 4% or $3,601,089 at 6%; with 50% employer match about $3,601,089 at 4% or $2,400,726 at 6%; with 100% employer match about $2,700,817 at 4% or $1,800,544 at 6%. |
| JLM ADVISORS, LLC CASH BALANCE PLAN | - | 3 | $1,430,550 | $586,000 | $195,333iApproximate average salary by contribution assumption: employee only about $4,883,333 at 4% or $3,255,556 at 6%; with 50% employer match about $3,255,556 at 4% or $2,170,370 at 6%; with 100% employer match about $2,441,667 at 4% or $1,627,778 at 6%. |
| JLM ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 0 | - | $62,196 | - |
| 2023 | 2 | 3 | $1,062,999 | $303,638 | $101,213iApproximate average salary by contribution assumption: employee only about $2,530,317 at 4% or $1,686,878 at 6%; with 50% employer match about $1,686,878 at 4% or $1,124,585 at 6%; with 100% employer match about $1,265,158 at 4% or $843,439 at 6%. |
| JLM ADVISORS, LLC CASH BALANCE PLAN | - | 3 | $779,929 | $223,000 | $74,333iApproximate average salary by contribution assumption: employee only about $1,858,333 at 4% or $1,238,889 at 6%; with 50% employer match about $1,238,889 at 4% or $825,926 at 6%; with 100% employer match about $929,167 at 4% or $619,444 at 6%. |
| JLM ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 3 | $283,070 | $80,638 | $26,879iApproximate average salary by contribution assumption: employee only about $671,983 at 4% or $447,989 at 6%; with 50% employer match about $447,989 at 4% or $298,659 at 6%; with 100% employer match about $335,992 at 4% or $223,994 at 6%. |
| 2022 | 2 | 3 | $674,847 | $284,900 | $94,967iApproximate average salary by contribution assumption: employee only about $2,374,167 at 4% or $1,582,778 at 6%; with 50% employer match about $1,582,778 at 4% or $1,055,185 at 6%; with 100% employer match about $1,187,083 at 4% or $791,389 at 6%. |
| JLM ADVISORS, LLC CASH BALANCE PLAN | - | 2 | $485,799 | $205,000 | $102,500iApproximate average salary by contribution assumption: employee only about $2,562,500 at 4% or $1,708,333 at 6%; with 50% employer match about $1,708,333 at 4% or $1,138,889 at 6%; with 100% employer match about $1,281,250 at 4% or $854,167 at 6%. |
| JLM ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 3 | $189,048 | $79,900 | $26,633iApproximate average salary by contribution assumption: employee only about $665,833 at 4% or $443,889 at 6%; with 50% employer match about $443,889 at 4% or $295,926 at 6%; with 100% employer match about $332,917 at 4% or $221,944 at 6%. |
| 2021 | 2 | 2 | $450,224 | $245,000 | $122,500iApproximate average salary by contribution assumption: employee only about $3,062,500 at 4% or $2,041,667 at 6%; with 50% employer match about $2,041,667 at 4% or $1,361,111 at 6%; with 100% employer match about $1,531,250 at 4% or $1,020,833 at 6%. |
| JLM ADVISORS, LLC CASH BALANCE PLAN | - | 1 | $340,484 | $194,000 | $194,000iApproximate average salary by contribution assumption: employee only about $4,850,000 at 4% or $3,233,333 at 6%; with 50% employer match about $3,233,333 at 4% or $2,155,556 at 6%; with 100% employer match about $2,425,000 at 4% or $1,616,667 at 6%. |
| JLM ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 2 | $109,740 | $51,000 | $25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%. |
| 2020 | 2 | 1 | $184,702 | $174,550 | $174,550iApproximate average salary by contribution assumption: employee only about $4,363,750 at 4% or $2,909,167 at 6%; with 50% employer match about $2,909,167 at 4% or $1,939,444 at 6%; with 100% employer match about $2,181,875 at 4% or $1,454,583 at 6%. |
| JLM ADVISORS, LLC CASH BALANCE PLAN | - | 0 | $127,928 | $120,000 | - |
| JLM ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 1 | $56,774 | $54,550 | $54,550iApproximate average salary by contribution assumption: employee only about $1,363,750 at 4% or $909,167 at 6%; with 50% employer match about $909,167 at 4% or $606,111 at 6%; with 100% employer match about $681,875 at 4% or $454,583 at 6%. |