Civic Intelligence

Jet Wealth Advisors Inc.

Plan context: JET WEALTH ADVISORS, INC. RETIREMENT SAVINGS PLAN

EIN 46-3490738 • LA Jolla, CA • 22 filings • 2 plans

4275 Executive Square, Suite 1030LA Jolla, CA 92037
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$5,560,530

2024 Contributions

$524,203

Historical Graphs

Total Assets Over Time

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

$5,560,530$2,780,265$0201420192024YearValue
$5,560,530Latest year 2024

Participants Over Time

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

530201420192024YearValue
5Latest year 2024

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
202425$5,560,530$524,203$104,841iApproximate average salary by contribution assumption: employee only about $2,621,015 at 4% or $1,747,343 at 6%; with 50% employer match about $1,747,343 at 4% or $1,164,896 at 6%; with 100% employer match about $1,310,508 at 4% or $873,672 at 6%.
JET WEALTH ADVISORS, INC. RETIREMENT SAVINGS PLAN-5$2,839,752$254,478$50,896iApproximate average salary by contribution assumption: employee only about $1,272,390 at 4% or $848,260 at 6%; with 50% employer match about $848,260 at 4% or $565,507 at 6%; with 100% employer match about $636,195 at 4% or $424,130 at 6%.
Jet Wealth Advisors Inc. Defined Benefit Plan-5$2,720,778$269,725$53,945iApproximate average salary by contribution assumption: employee only about $1,348,625 at 4% or $899,083 at 6%; with 50% employer match about $899,083 at 4% or $599,389 at 6%; with 100% employer match about $674,313 at 4% or $449,542 at 6%.
202325$4,352,510$321,628$64,326iApproximate average salary by contribution assumption: employee only about $1,608,140 at 4% or $1,072,093 at 6%; with 50% employer match about $1,072,093 at 4% or $714,729 at 6%; with 100% employer match about $804,070 at 4% or $536,047 at 6%.
JET WEALTH ADVISORS, INC. RETIREMENT SAVINGS PLAN-5$2,236,466$146,628$29,326iApproximate average salary by contribution assumption: employee only about $733,140 at 4% or $488,760 at 6%; with 50% employer match about $488,760 at 4% or $325,840 at 6%; with 100% employer match about $366,570 at 4% or $244,380 at 6%.
Jet Wealth Advisors Inc. Defined Benefit Plan-4$2,116,044$175,000$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
202224$3,452,164$425,210$106,303iApproximate average salary by contribution assumption: employee only about $2,657,563 at 4% or $1,771,708 at 6%; with 50% employer match about $1,771,708 at 4% or $1,181,139 at 6%; with 100% employer match about $1,328,781 at 4% or $885,854 at 6%.
JET WEALTH ADVISORS, INC. RETIREMENT SAVINGS PLAN-4$1,815,008$119,277$29,819iApproximate average salary by contribution assumption: employee only about $745,481 at 4% or $496,988 at 6%; with 50% employer match about $496,988 at 4% or $331,325 at 6%; with 100% employer match about $372,741 at 4% or $248,494 at 6%.
Jet Wealth Advisors Inc. Defined Benefit Plan-4$1,637,156$305,933$76,483iApproximate average salary by contribution assumption: employee only about $1,912,081 at 4% or $1,274,721 at 6%; with 50% employer match about $1,274,721 at 4% or $849,814 at 6%; with 100% employer match about $956,041 at 4% or $637,360 at 6%.
202124$3,434,515$365,193$91,298iApproximate average salary by contribution assumption: employee only about $2,282,456 at 4% or $1,521,638 at 6%; with 50% employer match about $1,521,638 at 4% or $1,014,425 at 6%; with 100% employer match about $1,141,228 at 4% or $760,819 at 6%.
JET WEALTH ADVISORS, INC. RETIREMENT SAVINGS PLAN-4$1,978,640$115,193$28,798iApproximate average salary by contribution assumption: employee only about $719,956 at 4% or $479,971 at 6%; with 50% employer match about $479,971 at 4% or $319,981 at 6%; with 100% employer match about $359,978 at 4% or $239,985 at 6%.
Jet Wealth Advisors Inc. Defined Benefit Plan-4$1,455,875$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
202024$2,666,982$255,757$63,939iApproximate average salary by contribution assumption: employee only about $1,598,481 at 4% or $1,065,654 at 6%; with 50% employer match about $1,065,654 at 4% or $710,436 at 6%; with 100% employer match about $799,241 at 4% or $532,827 at 6%.
JET WEALTH ADVISORS, INC. RETIREMENT SAVINGS PLAN-4$1,530,316$110,738$27,685iApproximate average salary by contribution assumption: employee only about $692,113 at 4% or $461,408 at 6%; with 50% employer match about $461,408 at 4% or $307,606 at 6%; with 100% employer match about $346,056 at 4% or $230,704 at 6%.
Jet Wealth Advisors Inc. Defined Benefit Plan-4$1,136,666$145,019$36,255iApproximate average salary by contribution assumption: employee only about $906,369 at 4% or $604,246 at 6%; with 50% employer match about $604,246 at 4% or $402,831 at 6%; with 100% employer match about $453,184 at 4% or $302,123 at 6%.
201924$2,193,666$266,836$66,709iApproximate average salary by contribution assumption: employee only about $1,667,725 at 4% or $1,111,817 at 6%; with 50% employer match about $1,111,817 at 4% or $741,211 at 6%; with 100% employer match about $833,863 at 4% or $555,908 at 6%.
JET WEALTH ADVISORS, INC. RETIREMENT SAVINGS PLAN-4$1,184,114$113,709$28,427iApproximate average salary by contribution assumption: employee only about $710,681 at 4% or $473,788 at 6%; with 50% employer match about $473,788 at 4% or $315,858 at 6%; with 100% employer match about $355,341 at 4% or $236,894 at 6%.
Jet Wealth Advisors Inc. Defined Benefit Plan-4$1,009,552$153,127$38,282iApproximate average salary by contribution assumption: employee only about $957,044 at 4% or $638,029 at 6%; with 50% employer match about $638,029 at 4% or $425,353 at 6%; with 100% employer match about $478,522 at 4% or $319,015 at 6%.
201823$1,552,705$281,354$93,785iApproximate average salary by contribution assumption: employee only about $2,344,617 at 4% or $1,563,078 at 6%; with 50% employer match about $1,563,078 at 4% or $1,042,052 at 6%; with 100% employer match about $1,172,308 at 4% or $781,539 at 6%.
JET WEALTH ADVISORS, INC. RETIREMENT SAVINGS PLAN-3$841,153$130,000$43,333iApproximate average salary by contribution assumption: employee only about $1,083,333 at 4% or $722,222 at 6%; with 50% employer match about $722,222 at 4% or $481,481 at 6%; with 100% employer match about $541,667 at 4% or $361,111 at 6%.
Jet Wealth Advisors Inc. Defined Benefit Plan-3$711,552$151,354$50,451iApproximate average salary by contribution assumption: employee only about $1,261,283 at 4% or $840,856 at 6%; with 50% employer match about $840,856 at 4% or $560,570 at 6%; with 100% employer match about $630,642 at 4% or $420,428 at 6%.
201724$1,476,589$275,474$68,869iApproximate average salary by contribution assumption: employee only about $1,721,713 at 4% or $1,147,808 at 6%; with 50% employer match about $1,147,808 at 4% or $765,206 at 6%; with 100% employer match about $860,856 at 4% or $573,904 at 6%.
JET WEALTH ADVISORS, INC. RETIREMENT SAVINGS PLAN-4$859,018$135,306$33,827iApproximate average salary by contribution assumption: employee only about $845,663 at 4% or $563,775 at 6%; with 50% employer match about $563,775 at 4% or $375,850 at 6%; with 100% employer match about $422,831 at 4% or $281,888 at 6%.
Jet Wealth Advisors Inc. Defined Benefit Plan-3$617,571$140,168$46,723iApproximate average salary by contribution assumption: employee only about $1,168,067 at 4% or $778,711 at 6%; with 50% employer match about $778,711 at 4% or $519,141 at 6%; with 100% employer match about $584,033 at 4% or $389,356 at 6%.
201624$1,078,662$475,606$118,902iApproximate average salary by contribution assumption: employee only about $2,972,538 at 4% or $1,981,692 at 6%; with 50% employer match about $1,981,692 at 4% or $1,321,128 at 6%; with 100% employer match about $1,486,269 at 4% or $990,846 at 6%.
JET WEALTH ADVISORS, INC. RETIREMENT SAVINGS PLAN-4$618,447$328,624$82,156iApproximate average salary by contribution assumption: employee only about $2,053,900 at 4% or $1,369,267 at 6%; with 50% employer match about $1,369,267 at 4% or $912,844 at 6%; with 100% employer match about $1,026,950 at 4% or $684,633 at 6%.
Jet Wealth Advisors Inc. Defined Benefit Plan-3$460,215$146,982$48,994iApproximate average salary by contribution assumption: employee only about $1,224,850 at 4% or $816,567 at 6%; with 50% employer match about $816,567 at 4% or $544,378 at 6%; with 100% employer match about $612,425 at 4% or $408,283 at 6%.
201523$544,957$281,380$93,793iApproximate average salary by contribution assumption: employee only about $2,344,833 at 4% or $1,563,222 at 6%; with 50% employer match about $1,563,222 at 4% or $1,042,148 at 6%; with 100% employer match about $1,172,417 at 4% or $781,611 at 6%.
Jet Wealth Advisors Inc. Defined Benefit Plan-3$299,127$144,104$48,035iApproximate average salary by contribution assumption: employee only about $1,200,867 at 4% or $800,578 at 6%; with 50% employer match about $800,578 at 4% or $533,719 at 6%; with 100% employer match about $600,433 at 4% or $400,289 at 6%.
JET WEALTH ADVISORS, INC. RETIREMENT SAVINGS PLAN-3$245,830$137,276$45,759iApproximate average salary by contribution assumption: employee only about $1,143,967 at 4% or $762,644 at 6%; with 50% employer match about $762,644 at 4% or $508,430 at 6%; with 100% employer match about $571,983 at 4% or $381,322 at 6%.
201424$264,152$264,152$66,038iApproximate average salary by contribution assumption: employee only about $1,650,950 at 4% or $1,100,633 at 6%; with 50% employer match about $1,100,633 at 4% or $733,756 at 6%; with 100% employer match about $825,475 at 4% or $550,317 at 6%.
Jet Wealth Advisors Inc. Defined Benefit Plan-4$151,782$151,782$37,946iApproximate average salary by contribution assumption: employee only about $948,638 at 4% or $632,425 at 6%; with 50% employer match about $632,425 at 4% or $421,617 at 6%; with 100% employer match about $474,319 at 4% or $316,213 at 6%.
JET WEALTH ADVISORS, INC. RETIREMENT SAVINGS PLAN-3$112,370$112,370$37,457iApproximate average salary by contribution assumption: employee only about $936,417 at 4% or $624,278 at 6%; with 50% employer match about $624,278 at 4% or $416,185 at 6%; with 100% employer match about $468,208 at 4% or $312,139 at 6%.