Jjr Management Services Inc.
Plan context: San Joaquin Valley Homes 401(K) Plan
EIN 46-3001825 • Visalia, CA • 14 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
99
2023 Assets
$6,797,272
2023 Contributions
$1,290,422
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 |
|---|---|---|---|---|---|
| 2023 | 2 | 99 | $6,797,272 | $1,290,422 | $13,035iApproximate average salary by contribution assumption: employee only about $325,864 at 4% or $217,243 at 6%; with 50% employer match about $217,243 at 4% or $144,829 at 6%; with 100% employer match about $162,932 at 4% or $108,621 at 6%. |
| San Joaquin Valley Homes 401(K) Plan | - | 99 | $5,440,426 | $1,012,268 | $10,225iApproximate average salary by contribution assumption: employee only about $255,623 at 4% or $170,415 at 6%; with 50% employer match about $170,415 at 4% or $113,610 at 6%; with 100% employer match about $127,812 at 4% or $85,208 at 6%. |
| SAN JOAQUIN VALLEY HOMES CASH BALANCE PENSION PLAN | - | 33 | $1,356,846 | $278,154 | $8,429iApproximate average salary by contribution assumption: employee only about $210,723 at 4% or $140,482 at 6%; with 50% employer match about $140,482 at 4% or $93,655 at 6%; with 100% employer match about $105,361 at 4% or $70,241 at 6%. |
| 2022 | 2 | 99 | $5,132,886 | $1,321,993 | $13,353iApproximate average salary by contribution assumption: employee only about $333,837 at 4% or $222,558 at 6%; with 50% employer match about $222,558 at 4% or $148,372 at 6%; with 100% employer match about $166,918 at 4% or $111,279 at 6%. |
| San Joaquin Valley Homes 401(K) Plan | - | 99 | $4,072,850 | $941,993 | $9,515iApproximate average salary by contribution assumption: employee only about $237,877 at 4% or $158,585 at 6%; with 50% employer match about $158,585 at 4% or $105,723 at 6%; with 100% employer match about $118,939 at 4% or $79,292 at 6%. |
| SAN JOAQUIN VALLEY HOMES CASH BALANCE PENSION PLAN | - | 31 | $1,060,036 | $380,000 | $12,258iApproximate average salary by contribution assumption: employee only about $306,452 at 4% or $204,301 at 6%; with 50% employer match about $204,301 at 4% or $136,201 at 6%; with 100% employer match about $153,226 at 4% or $102,151 at 6%. |
| 2021 | 2 | 90 | $4,679,673 | $1,130,510 | $12,561iApproximate average salary by contribution assumption: employee only about $314,031 at 4% or $209,354 at 6%; with 50% employer match about $209,354 at 4% or $139,569 at 6%; with 100% employer match about $157,015 at 4% or $104,677 at 6%. |
| San Joaquin Valley Homes 401(K) Plan | - | 90 | $3,939,018 | $888,946 | $9,877iApproximate average salary by contribution assumption: employee only about $246,929 at 4% or $164,620 at 6%; with 50% employer match about $164,620 at 4% or $109,746 at 6%; with 100% employer match about $123,465 at 4% or $82,310 at 6%. |
| SAN JOAQUIN VALLEY HOMES CASH BALANCE PENSION PLAN | - | 28 | $740,655 | $241,564 | $8,627iApproximate average salary by contribution assumption: employee only about $215,682 at 4% or $143,788 at 6%; with 50% employer match about $143,788 at 4% or $95,859 at 6%; with 100% employer match about $107,841 at 4% or $71,894 at 6%. |
| 2020 | 2 | 83 | $3,237,107 | $1,006,133 | $12,122iApproximate average salary by contribution assumption: employee only about $303,052 at 4% or $202,035 at 6%; with 50% employer match about $202,035 at 4% or $134,690 at 6%; with 100% employer match about $151,526 at 4% or $101,017 at 6%. |
| San Joaquin Valley Homes 401(K) Plan | - | 83 | $2,755,425 | $750,322 | $9,040iApproximate average salary by contribution assumption: employee only about $226,001 at 4% or $150,667 at 6%; with 50% employer match about $150,667 at 4% or $100,445 at 6%; with 100% employer match about $113,000 at 4% or $75,334 at 6%. |
| SAN JOAQUIN VALLEY HOMES CASH BALANCE PENSION PLAN | - | 30 | $481,682 | $255,811 | $8,527iApproximate average salary by contribution assumption: employee only about $213,176 at 4% or $142,117 at 6%; with 50% employer match about $142,117 at 4% or $94,745 at 6%; with 100% employer match about $106,588 at 4% or $71,059 at 6%. |
| 2019 | 2 | 68 | $1,944,677 | $653,243 | $9,607iApproximate average salary by contribution assumption: employee only about $240,163 at 4% or $160,109 at 6%; with 50% employer match about $160,109 at 4% or $106,739 at 6%; with 100% employer match about $120,081 at 4% or $80,054 at 6%. |
| San Joaquin Valley Homes 401(K) Plan | - | 68 | $1,734,756 | $443,322 | $6,519iApproximate average salary by contribution assumption: employee only about $162,986 at 4% or $108,657 at 6%; with 50% employer match about $108,657 at 4% or $72,438 at 6%; with 100% employer match about $81,493 at 4% or $54,329 at 6%. |
| SAN JOAQUIN VALLEY HOMES CASH BALANCE PENSION PLAN | - | 25 | $209,921 | $209,921 | $8,397iApproximate average salary by contribution assumption: employee only about $209,921 at 4% or $139,947 at 6%; with 50% employer match about $139,947 at 4% or $93,298 at 6%; with 100% employer match about $104,961 at 4% or $69,974 at 6%. |
| 2018 | 1 | 52 | $1,097,114 | $310,066 | $5,963iApproximate average salary by contribution assumption: employee only about $149,070 at 4% or $99,380 at 6%; with 50% employer match about $99,380 at 4% or $66,253 at 6%; with 100% employer match about $74,535 at 4% or $49,690 at 6%. |
| San Joaquin Valley Homes 401(K) Plan | - | 52 | $1,097,114 | $310,066 | $5,963iApproximate average salary by contribution assumption: employee only about $149,070 at 4% or $99,380 at 6%; with 50% employer match about $99,380 at 4% or $66,253 at 6%; with 100% employer match about $74,535 at 4% or $49,690 at 6%. |
| 2017 | 1 | 37 | $937,490 | $642,508 | $17,365iApproximate average salary by contribution assumption: employee only about $434,127 at 4% or $289,418 at 6%; with 50% employer match about $289,418 at 4% or $192,945 at 6%; with 100% employer match about $217,064 at 4% or $144,709 at 6%. |
| San Joaquin Valley Homes 401(K) Plan | - | 37 | $937,490 | $642,508 | $17,365iApproximate average salary by contribution assumption: employee only about $434,127 at 4% or $289,418 at 6%; with 50% employer match about $289,418 at 4% or $192,945 at 6%; with 100% employer match about $217,064 at 4% or $144,709 at 6%. |
| 2016 | 1 | 32 | $246,613 | $188,511 | $5,891iApproximate average salary by contribution assumption: employee only about $147,274 at 4% or $98,183 at 6%; with 50% employer match about $98,183 at 4% or $65,455 at 6%; with 100% employer match about $73,637 at 4% or $49,091 at 6%. |
| San Joaquin Valley Homes 401(K) Plan | - | 32 | $246,613 | $188,511 | $5,891iApproximate average salary by contribution assumption: employee only about $147,274 at 4% or $98,183 at 6%; with 50% employer match about $98,183 at 4% or $65,455 at 6%; with 100% employer match about $73,637 at 4% or $49,091 at 6%. |
| 2015 | 1 | 31 | $51,954 | $52,394 | $1,690iApproximate average salary by contribution assumption: employee only about $42,253 at 4% or $28,169 at 6%; with 50% employer match about $28,169 at 4% or $18,779 at 6%; with 100% employer match about $21,127 at 4% or $14,084 at 6%. |
| San Joaquin Valley Homes 401(K) Plan | - | 31 | $51,954 | $52,394 | $1,690iApproximate average salary by contribution assumption: employee only about $42,253 at 4% or $28,169 at 6%; with 50% employer match about $28,169 at 4% or $18,779 at 6%; with 100% employer match about $21,127 at 4% or $14,084 at 6%. |