Jm Pension Advisory Inc.
Plan context: Jm Pension Advisory Inc. Profit Sharing Plan
EIN 52-1910770 • 15 filings • 2 plans
Current Snapshot
Latest Year
2013
2013 Participants
3
2013 Assets
$328,896
2013 Contributions
$22,897
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 3 | $328,896 | $22,897 | $7,632iApproximate average salary by contribution assumption: employee only about $190,808 at 4% or $127,206 at 6%; with 50% employer match about $127,206 at 4% or $84,804 at 6%; with 100% employer match about $95,404 at 4% or $63,603 at 6%. |
| Jm Pension Advisory Inc. Profit Sharing Plan | - | 3 | $328,896 | $22,897 | $7,632iApproximate average salary by contribution assumption: employee only about $190,808 at 4% or $127,206 at 6%; with 50% employer match about $127,206 at 4% or $84,804 at 6%; with 100% employer match about $95,404 at 4% or $63,603 at 6%. |
| 2012 | 1 | 3 | $257,340 | $20,532 | $6,844iApproximate average salary by contribution assumption: employee only about $171,100 at 4% or $114,067 at 6%; with 50% employer match about $114,067 at 4% or $76,044 at 6%; with 100% employer match about $85,550 at 4% or $57,033 at 6%. |
| Jm Pension Advisory Inc. Profit Sharing Plan | - | 3 | $257,340 | $20,532 | $6,844iApproximate average salary by contribution assumption: employee only about $171,100 at 4% or $114,067 at 6%; with 50% employer match about $114,067 at 4% or $76,044 at 6%; with 100% employer match about $85,550 at 4% or $57,033 at 6%. |
| 2011 | 1 | 3 | $213,220 | $20,396 | $6,799iApproximate average salary by contribution assumption: employee only about $169,967 at 4% or $113,311 at 6%; with 50% employer match about $113,311 at 4% or $75,541 at 6%; with 100% employer match about $84,983 at 4% or $56,656 at 6%. |
| Jm Pension Advisory Inc. Profit Sharing Plan | - | 3 | $213,220 | $20,396 | $6,799iApproximate average salary by contribution assumption: employee only about $169,967 at 4% or $113,311 at 6%; with 50% employer match about $113,311 at 4% or $75,541 at 6%; with 100% employer match about $84,983 at 4% or $56,656 at 6%. |
| 2010 | 1 | 5 | $199,807 | $21,586 | $4,317iApproximate average salary by contribution assumption: employee only about $107,930 at 4% or $71,953 at 6%; with 50% employer match about $71,953 at 4% or $47,969 at 6%; with 100% employer match about $53,965 at 4% or $35,977 at 6%. |
| Jm Pension Advisory Inc. Profit Sharing Plan | - | 5 | $199,807 | $21,586 | $4,317iApproximate average salary by contribution assumption: employee only about $107,930 at 4% or $71,953 at 6%; with 50% employer match about $71,953 at 4% or $47,969 at 6%; with 100% employer match about $53,965 at 4% or $35,977 at 6%. |
| 2009 | 1 | 5 | $156,778 | $24,350 | $4,870iApproximate average salary by contribution assumption: employee only about $121,750 at 4% or $81,167 at 6%; with 50% employer match about $81,167 at 4% or $54,111 at 6%; with 100% employer match about $60,875 at 4% or $40,583 at 6%. |
| Jm Pension Advisory Inc. Profit Sharing Plan | - | 5 | $156,778 | $24,350 | $4,870iApproximate average salary by contribution assumption: employee only about $121,750 at 4% or $81,167 at 6%; with 50% employer match about $81,167 at 4% or $54,111 at 6%; with 100% employer match about $60,875 at 4% or $40,583 at 6%. |
| 2008 | 1 | 3 | $99,078 | $12,052 | $4,017iApproximate average salary by contribution assumption: employee only about $100,433 at 4% or $66,956 at 6%; with 50% employer match about $66,956 at 4% or $44,637 at 6%; with 100% employer match about $50,217 at 4% or $33,478 at 6%. |
| Jm Pension Advisory Inc. Profit Sharing Plan | - | 3 | $99,078 | $12,052 | $4,017iApproximate average salary by contribution assumption: employee only about $100,433 at 4% or $66,956 at 6%; with 50% employer match about $66,956 at 4% or $44,637 at 6%; with 100% employer match about $50,217 at 4% or $33,478 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Jm Pension Advisory Inc. Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 2 | $157,275 | $18,723 | $9,362iApproximate average salary by contribution assumption: employee only about $234,038 at 4% or $156,025 at 6%; with 50% employer match about $156,025 at 4% or $104,017 at 6%; with 100% employer match about $117,019 at 4% or $78,013 at 6%. |
| Jm Pension Advisory Inc. Profit Sharing Plan | - | 2 | $157,275 | $18,723 | $9,362iApproximate average salary by contribution assumption: employee only about $234,038 at 4% or $156,025 at 6%; with 50% employer match about $156,025 at 4% or $104,017 at 6%; with 100% employer match about $117,019 at 4% or $78,013 at 6%. |
| 2005 | 1 | 3 | $119,996 | $48,987 | $16,329iApproximate average salary by contribution assumption: employee only about $408,225 at 4% or $272,150 at 6%; with 50% employer match about $272,150 at 4% or $181,433 at 6%; with 100% employer match about $204,113 at 4% or $136,075 at 6%. |
| Jm Pension Advisory Inc. Profit Sharing Plan | - | 3 | $119,996 | $48,987 | $16,329iApproximate average salary by contribution assumption: employee only about $408,225 at 4% or $272,150 at 6%; with 50% employer match about $272,150 at 4% or $181,433 at 6%; with 100% employer match about $204,113 at 4% or $136,075 at 6%. |
| 2004 | 1 | 2 | $63,716 | $11,343 | $5,672iApproximate average salary by contribution assumption: employee only about $141,788 at 4% or $94,525 at 6%; with 50% employer match about $94,525 at 4% or $63,017 at 6%; with 100% employer match about $70,894 at 4% or $47,263 at 6%. |
| Jm Pension Advisory Inc. Profit Sharing Plan | - | 2 | $63,716 | $11,343 | $5,672iApproximate average salary by contribution assumption: employee only about $141,788 at 4% or $94,525 at 6%; with 50% employer match about $94,525 at 4% or $63,017 at 6%; with 100% employer match about $70,894 at 4% or $47,263 at 6%. |
| 2003 | 1 | 3 | $47,360 | $8,403 | $2,801iApproximate average salary by contribution assumption: employee only about $70,025 at 4% or $46,683 at 6%; with 50% employer match about $46,683 at 4% or $31,122 at 6%; with 100% employer match about $35,013 at 4% or $23,342 at 6%. |
| Jm Pension Advisory Inc. Profit Sharing Plan | - | 3 | $47,360 | $8,403 | $2,801iApproximate average salary by contribution assumption: employee only about $70,025 at 4% or $46,683 at 6%; with 50% employer match about $46,683 at 4% or $31,122 at 6%; with 100% employer match about $35,013 at 4% or $23,342 at 6%. |
| 2002 | 1 | 3 | $31,790 | $1,500 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| Jm Pension Advisory Inc. Profit Sharing Plan | - | 3 | $31,790 | $1,500 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| 2001 | 1 | 3 | $38,173 | $1,000 | $333iApproximate average salary by contribution assumption: employee only about $8,333 at 4% or $5,556 at 6%; with 50% employer match about $5,556 at 4% or $3,704 at 6%; with 100% employer match about $4,167 at 4% or $2,778 at 6%. |
| Jm Pension Advisory Inc. Profit Sharing Plan | - | 3 | $38,173 | $1,000 | $333iApproximate average salary by contribution assumption: employee only about $8,333 at 4% or $5,556 at 6%; with 50% employer match about $5,556 at 4% or $3,704 at 6%; with 100% employer match about $4,167 at 4% or $2,778 at 6%. |
| 2000 | 1 | 3 | $43,571 | $0 | - |
| Jm Pension Advisory Inc. Profit Sharing Plan | - | 3 | $43,571 | - | - |
| 1999 | 1 | 0 | $48,205 | $0 | - |
| Jm Pension Advisory Inc. Profit Sharing Plan | - | 0 | $48,205 | - | - |