Civic Intelligence

Jasen Wealth Advisors LLC

Plan context: Jasen Wealth Advisors LLC Retirement Savings Plan

EIN 47-1563414 • West Bend, WI • 11 filings • 1 plans

143 S Main Street, First FloorWest Bend, WI 53095
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$3,260,145

2024 Contributions

$104,821

Historical Graphs

Total Assets Over Time

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

$3,260,145$1,630,073$0201420192024YearValue
$3,260,145Latest year 2024

Participants Over Time

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

1890201420192024YearValue
10Latest 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
2024110$3,260,145$104,821$10,482iApproximate average salary by contribution assumption: employee only about $262,053 at 4% or $174,702 at 6%; with 50% employer match about $174,702 at 4% or $116,468 at 6%; with 100% employer match about $131,026 at 4% or $87,351 at 6%.
Jasen Wealth Advisors LLC Retirement Savings Plan-10$3,260,145$104,821$10,482iApproximate average salary by contribution assumption: employee only about $262,053 at 4% or $174,702 at 6%; with 50% employer match about $174,702 at 4% or $116,468 at 6%; with 100% employer match about $131,026 at 4% or $87,351 at 6%.
2023110$2,633,967$123,335$12,334iApproximate average salary by contribution assumption: employee only about $308,338 at 4% or $205,558 at 6%; with 50% employer match about $205,558 at 4% or $137,039 at 6%; with 100% employer match about $154,169 at 4% or $102,779 at 6%.
Jasen Wealth Advisors LLC Retirement Savings Plan-10$2,633,967$123,335$12,334iApproximate average salary by contribution assumption: employee only about $308,338 at 4% or $205,558 at 6%; with 50% employer match about $205,558 at 4% or $137,039 at 6%; with 100% employer match about $154,169 at 4% or $102,779 at 6%.
2022110$2,052,343$109,592$10,959iApproximate average salary by contribution assumption: employee only about $273,980 at 4% or $182,653 at 6%; with 50% employer match about $182,653 at 4% or $121,769 at 6%; with 100% employer match about $136,990 at 4% or $91,327 at 6%.
Jasen Wealth Advisors LLC Retirement Savings Plan-10$2,052,343$109,592$10,959iApproximate average salary by contribution assumption: employee only about $273,980 at 4% or $182,653 at 6%; with 50% employer match about $182,653 at 4% or $121,769 at 6%; with 100% employer match about $136,990 at 4% or $91,327 at 6%.
2021111$2,551,089$99,852$9,077iApproximate average salary by contribution assumption: employee only about $226,936 at 4% or $151,291 at 6%; with 50% employer match about $151,291 at 4% or $100,861 at 6%; with 100% employer match about $113,468 at 4% or $75,645 at 6%.
Jasen Wealth Advisors LLC Retirement Savings Plan-11$2,551,089$99,852$9,077iApproximate average salary by contribution assumption: employee only about $226,936 at 4% or $151,291 at 6%; with 50% employer match about $151,291 at 4% or $100,861 at 6%; with 100% employer match about $113,468 at 4% or $75,645 at 6%.
2020111$2,124,195$103,225$9,384iApproximate average salary by contribution assumption: employee only about $234,602 at 4% or $156,402 at 6%; with 50% employer match about $156,402 at 4% or $104,268 at 6%; with 100% employer match about $117,301 at 4% or $78,201 at 6%.
Jasen Wealth Advisors LLC Retirement Savings Plan-11$2,124,195$103,225$9,384iApproximate average salary by contribution assumption: employee only about $234,602 at 4% or $156,402 at 6%; with 50% employer match about $156,402 at 4% or $104,268 at 6%; with 100% employer match about $117,301 at 4% or $78,201 at 6%.
2019114$1,602,799$97,552$6,968iApproximate average salary by contribution assumption: employee only about $174,200 at 4% or $116,133 at 6%; with 50% employer match about $116,133 at 4% or $77,422 at 6%; with 100% employer match about $87,100 at 4% or $58,067 at 6%.
Jasen Wealth Advisors LLC Retirement Savings Plan-14$1,602,799$97,552$6,968iApproximate average salary by contribution assumption: employee only about $174,200 at 4% or $116,133 at 6%; with 50% employer match about $116,133 at 4% or $77,422 at 6%; with 100% employer match about $87,100 at 4% or $58,067 at 6%.
2018118$1,350,715$97,129$5,396iApproximate average salary by contribution assumption: employee only about $134,901 at 4% or $89,934 at 6%; with 50% employer match about $89,934 at 4% or $59,956 at 6%; with 100% employer match about $67,451 at 4% or $44,967 at 6%.
Jasen Wealth Advisors LLC Retirement Savings Plan-18$1,350,715$97,129$5,396iApproximate average salary by contribution assumption: employee only about $134,901 at 4% or $89,934 at 6%; with 50% employer match about $89,934 at 4% or $59,956 at 6%; with 100% employer match about $67,451 at 4% or $44,967 at 6%.
2017114$1,396,028$98,401$7,029iApproximate average salary by contribution assumption: employee only about $175,716 at 4% or $117,144 at 6%; with 50% employer match about $117,144 at 4% or $78,096 at 6%; with 100% employer match about $87,858 at 4% or $58,572 at 6%.
Jasen Wealth Advisors LLC Retirement Savings Plan-14$1,396,028$98,401$7,029iApproximate average salary by contribution assumption: employee only about $175,716 at 4% or $117,144 at 6%; with 50% employer match about $117,144 at 4% or $78,096 at 6%; with 100% employer match about $87,858 at 4% or $58,572 at 6%.
2016114$1,083,408$97,602$6,972iApproximate average salary by contribution assumption: employee only about $174,289 at 4% or $116,193 at 6%; with 50% employer match about $116,193 at 4% or $77,462 at 6%; with 100% employer match about $87,145 at 4% or $58,096 at 6%.
Jasen Wealth Advisors LLC Retirement Savings Plan-14$1,083,408$97,602$6,972iApproximate average salary by contribution assumption: employee only about $174,289 at 4% or $116,193 at 6%; with 50% employer match about $116,193 at 4% or $77,462 at 6%; with 100% employer match about $87,145 at 4% or $58,096 at 6%.
2015113$927,109$82,849$6,373iApproximate average salary by contribution assumption: employee only about $159,325 at 4% or $106,217 at 6%; with 50% employer match about $106,217 at 4% or $70,811 at 6%; with 100% employer match about $79,663 at 4% or $53,108 at 6%.
Jasen Wealth Advisors LLC Retirement Savings Plan-13$927,109$82,849$6,373iApproximate average salary by contribution assumption: employee only about $159,325 at 4% or $106,217 at 6%; with 50% employer match about $106,217 at 4% or $70,811 at 6%; with 100% employer match about $79,663 at 4% or $53,108 at 6%.
2014111$923,759$904,264$82,206iApproximate average salary by contribution assumption: employee only about $2,055,145 at 4% or $1,370,097 at 6%; with 50% employer match about $1,370,097 at 4% or $913,398 at 6%; with 100% employer match about $1,027,573 at 4% or $685,048 at 6%.
Jasen Wealth Advisors LLC Retirement Savings Plan-11$923,759$904,264$82,206iApproximate average salary by contribution assumption: employee only about $2,055,145 at 4% or $1,370,097 at 6%; with 50% employer match about $1,370,097 at 4% or $913,398 at 6%; with 100% employer match about $1,027,573 at 4% or $685,048 at 6%.