Jkat LLC DBA Luvo Wealth Advisors
Plan context: Luvo Wealth Advisors 401(K) Plan
EIN 47-2633136 • Bellevue, WA • 6 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
10
2020 Assets
$794,583
2020 Contributions
$108,168
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $108,168 | - |
| Luvo Wealth Advisors 401(K) Plan | - | 0 | $0 | $108,168 | - |
| 2019 | 1 | 10 | $794,583 | $150,633 | $15,063iApproximate average salary by contribution assumption: employee only about $376,583 at 4% or $251,055 at 6%; with 50% employer match about $251,055 at 4% or $167,370 at 6%; with 100% employer match about $188,291 at 4% or $125,528 at 6%. |
| Luvo Wealth Advisors 401(K) Plan | - | 10 | $794,583 | $150,633 | $15,063iApproximate average salary by contribution assumption: employee only about $376,583 at 4% or $251,055 at 6%; with 50% employer match about $251,055 at 4% or $167,370 at 6%; with 100% employer match about $188,291 at 4% or $125,528 at 6%. |
| 2018 | 1 | 10 | $527,951 | $141,677 | $14,168iApproximate average salary by contribution assumption: employee only about $354,193 at 4% or $236,128 at 6%; with 50% employer match about $236,128 at 4% or $157,419 at 6%; with 100% employer match about $177,096 at 4% or $118,064 at 6%. |
| Luvo Wealth Advisors 401(K) Plan | - | 10 | $527,951 | $141,677 | $14,168iApproximate average salary by contribution assumption: employee only about $354,193 at 4% or $236,128 at 6%; with 50% employer match about $236,128 at 4% or $157,419 at 6%; with 100% employer match about $177,096 at 4% or $118,064 at 6%. |
| 2017 | 1 | 10 | $442,281 | $133,328 | $13,333iApproximate average salary by contribution assumption: employee only about $333,320 at 4% or $222,213 at 6%; with 50% employer match about $222,213 at 4% or $148,142 at 6%; with 100% employer match about $166,660 at 4% or $111,107 at 6%. |
| Luvo Wealth Advisors 401(K) Plan | - | 10 | $442,281 | $133,328 | $13,333iApproximate average salary by contribution assumption: employee only about $333,320 at 4% or $222,213 at 6%; with 50% employer match about $222,213 at 4% or $148,142 at 6%; with 100% employer match about $166,660 at 4% or $111,107 at 6%. |
| 2016 | 1 | 7 | $281,830 | $102,538 | $14,648iApproximate average salary by contribution assumption: employee only about $366,207 at 4% or $244,138 at 6%; with 50% employer match about $244,138 at 4% or $162,759 at 6%; with 100% employer match about $183,104 at 4% or $122,069 at 6%. |
| Luvo Wealth Advisors 401(K) Plan | - | 7 | $281,830 | $102,538 | $14,648iApproximate average salary by contribution assumption: employee only about $366,207 at 4% or $244,138 at 6%; with 50% employer match about $244,138 at 4% or $162,759 at 6%; with 100% employer match about $183,104 at 4% or $122,069 at 6%. |
| 2015 | 1 | 5 | $164,908 | $88,312 | $17,662iApproximate average salary by contribution assumption: employee only about $441,560 at 4% or $294,373 at 6%; with 50% employer match about $294,373 at 4% or $196,249 at 6%; with 100% employer match about $220,780 at 4% or $147,187 at 6%. |
| Luvo Wealth Advisors 401(K) Plan | - | 5 | $164,908 | $88,312 | $17,662iApproximate average salary by contribution assumption: employee only about $441,560 at 4% or $294,373 at 6%; with 50% employer match about $294,373 at 4% or $196,249 at 6%; with 100% employer match about $220,780 at 4% or $147,187 at 6%. |