Civic Intelligence

Jps Wealth Management LLC

Plan context: Jps Wealth Management LLC Flexible 401(K) Plan

EIN 56-2158507 • Asheville, NC • 23 filings • 4 plans

79 Woodfin PlaceSuite 201Asheville, NC 28801
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,878,240

2025 Contributions

$146,510

Historical Graphs

Total Assets Over Time

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

$3,775,544$1,887,772$0200420152025YearValue
$1,878,240Latest year 2025

Participants Over Time

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

740200220142025YearValue
5Latest year 2025

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
202515$1,878,240$146,510$29,302iApproximate average salary by contribution assumption: employee only about $732,550 at 4% or $488,367 at 6%; with 50% employer match about $488,367 at 4% or $325,578 at 6%; with 100% employer match about $366,275 at 4% or $244,183 at 6%.
Jps Wealth Management LLC Flexible 401(K) Plan-5$1,878,240$146,510$29,302iApproximate average salary by contribution assumption: employee only about $732,550 at 4% or $488,367 at 6%; with 50% employer match about $488,367 at 4% or $325,578 at 6%; with 100% employer match about $366,275 at 4% or $244,183 at 6%.
202416$3,775,544$232,959$38,827iApproximate average salary by contribution assumption: employee only about $970,663 at 4% or $647,108 at 6%; with 50% employer match about $647,108 at 4% or $431,406 at 6%; with 100% employer match about $485,331 at 4% or $323,554 at 6%.
Jps Wealth Management LLC Flexible 401(K) Plan-6$3,775,544$232,959$38,827iApproximate average salary by contribution assumption: employee only about $970,663 at 4% or $647,108 at 6%; with 50% employer match about $647,108 at 4% or $431,406 at 6%; with 100% employer match about $485,331 at 4% or $323,554 at 6%.
202317$3,551,352$206,291$29,470iApproximate average salary by contribution assumption: employee only about $736,754 at 4% or $491,169 at 6%; with 50% employer match about $491,169 at 4% or $327,446 at 6%; with 100% employer match about $368,377 at 4% or $245,585 at 6%.
Jps Wealth Management LLC Flexible 401(K) Plan-7$3,551,352$206,291$29,470iApproximate average salary by contribution assumption: employee only about $736,754 at 4% or $491,169 at 6%; with 50% employer match about $491,169 at 4% or $327,446 at 6%; with 100% employer match about $368,377 at 4% or $245,585 at 6%.
202217$2,729,226$193,497$27,642iApproximate average salary by contribution assumption: employee only about $691,061 at 4% or $460,707 at 6%; with 50% employer match about $460,707 at 4% or $307,138 at 6%; with 100% employer match about $345,530 at 4% or $230,354 at 6%.
Jps Wealth Management LLC Flexible 401(K) Plan-7$2,729,226$193,497$27,642iApproximate average salary by contribution assumption: employee only about $691,061 at 4% or $460,707 at 6%; with 50% employer match about $460,707 at 4% or $307,138 at 6%; with 100% employer match about $345,530 at 4% or $230,354 at 6%.
202117$3,212,049$178,389$25,484iApproximate average salary by contribution assumption: employee only about $637,104 at 4% or $424,736 at 6%; with 50% employer match about $424,736 at 4% or $283,157 at 6%; with 100% employer match about $318,552 at 4% or $212,368 at 6%.
Jps Wealth Management LLC Flexible 401(K) Plan-7$3,212,049$178,389$25,484iApproximate average salary by contribution assumption: employee only about $637,104 at 4% or $424,736 at 6%; with 50% employer match about $424,736 at 4% or $283,157 at 6%; with 100% employer match about $318,552 at 4% or $212,368 at 6%.
202016$2,671,200$163,722$27,287iApproximate average salary by contribution assumption: employee only about $682,175 at 4% or $454,783 at 6%; with 50% employer match about $454,783 at 4% or $303,189 at 6%; with 100% employer match about $341,088 at 4% or $227,392 at 6%.
Jps Wealth Management LLC Flexible 401(K) Plan-6$2,671,200$163,722$27,287iApproximate average salary by contribution assumption: employee only about $682,175 at 4% or $454,783 at 6%; with 50% employer match about $454,783 at 4% or $303,189 at 6%; with 100% employer match about $341,088 at 4% or $227,392 at 6%.
201916$2,138,328$162,136$27,023iApproximate average salary by contribution assumption: employee only about $675,567 at 4% or $450,378 at 6%; with 50% employer match about $450,378 at 4% or $300,252 at 6%; with 100% employer match about $337,783 at 4% or $225,189 at 6%.
Jps Wealth Management LLC Flexible 401(K) Plan-6$2,138,328$162,136$27,023iApproximate average salary by contribution assumption: employee only about $675,567 at 4% or $450,378 at 6%; with 50% employer match about $450,378 at 4% or $300,252 at 6%; with 100% employer match about $337,783 at 4% or $225,189 at 6%.
201816$1,648,628$157,227$26,205iApproximate average salary by contribution assumption: employee only about $655,113 at 4% or $436,742 at 6%; with 50% employer match about $436,742 at 4% or $291,161 at 6%; with 100% employer match about $327,556 at 4% or $218,371 at 6%.
Jps Wealth Management LLC Flexible 401(K) Plan-6$1,648,628$157,227$26,205iApproximate average salary by contribution assumption: employee only about $655,113 at 4% or $436,742 at 6%; with 50% employer match about $436,742 at 4% or $291,161 at 6%; with 100% employer match about $327,556 at 4% or $218,371 at 6%.
201716$1,641,669$147,111$24,519iApproximate average salary by contribution assumption: employee only about $612,963 at 4% or $408,642 at 6%; with 50% employer match about $408,642 at 4% or $272,428 at 6%; with 100% employer match about $306,481 at 4% or $204,321 at 6%.
Jps Wealth Management LLC Flexible 401(K) Plan-6$1,641,669$147,111$24,519iApproximate average salary by contribution assumption: employee only about $612,963 at 4% or $408,642 at 6%; with 50% employer match about $408,642 at 4% or $272,428 at 6%; with 100% employer match about $306,481 at 4% or $204,321 at 6%.
201617$1,402,337$140,349$20,050iApproximate average salary by contribution assumption: employee only about $501,246 at 4% or $334,164 at 6%; with 50% employer match about $334,164 at 4% or $222,776 at 6%; with 100% employer match about $250,623 at 4% or $167,082 at 6%.
Jps Wealth Management LLC Flexible 401(K) Plan-7$1,402,337$140,349$20,050iApproximate average salary by contribution assumption: employee only about $501,246 at 4% or $334,164 at 6%; with 50% employer match about $334,164 at 4% or $222,776 at 6%; with 100% employer match about $250,623 at 4% or $167,082 at 6%.
201516$1,131,219$134,808$22,468iApproximate average salary by contribution assumption: employee only about $561,700 at 4% or $374,467 at 6%; with 50% employer match about $374,467 at 4% or $249,644 at 6%; with 100% employer match about $280,850 at 4% or $187,233 at 6%.
Jps Wealth Management LLC Flexible 401(K) Plan-6$1,131,219$134,808$22,468iApproximate average salary by contribution assumption: employee only about $561,700 at 4% or $374,467 at 6%; with 50% employer match about $374,467 at 4% or $249,644 at 6%; with 100% employer match about $280,850 at 4% or $187,233 at 6%.
201417$998,939$133,515$19,074iApproximate average salary by contribution assumption: employee only about $476,839 at 4% or $317,893 at 6%; with 50% employer match about $317,893 at 4% or $211,929 at 6%; with 100% employer match about $238,420 at 4% or $158,946 at 6%.
Jps Wealth Management LLC Flexible 401(K) Plan-7$998,939$133,515$19,074iApproximate average salary by contribution assumption: employee only about $476,839 at 4% or $317,893 at 6%; with 50% employer match about $317,893 at 4% or $211,929 at 6%; with 100% employer match about $238,420 at 4% or $158,946 at 6%.
201317$779,996$141,195$20,171iApproximate average salary by contribution assumption: employee only about $504,268 at 4% or $336,179 at 6%; with 50% employer match about $336,179 at 4% or $224,119 at 6%; with 100% employer match about $252,134 at 4% or $168,089 at 6%.
Jps Wealth Management LLC Flexible 401(K) Plan-7$779,996$141,195$20,171iApproximate average salary by contribution assumption: employee only about $504,268 at 4% or $336,179 at 6%; with 50% employer match about $336,179 at 4% or $224,119 at 6%; with 100% employer match about $252,134 at 4% or $168,089 at 6%.
201216$582,642$127,883$21,314iApproximate average salary by contribution assumption: employee only about $532,846 at 4% or $355,231 at 6%; with 50% employer match about $355,231 at 4% or $236,820 at 6%; with 100% employer match about $266,423 at 4% or $177,615 at 6%.
Jps Wealth Management LLC Flexible 401(K) Plan-6$582,642$127,883$21,314iApproximate average salary by contribution assumption: employee only about $532,846 at 4% or $355,231 at 6%; with 50% employer match about $355,231 at 4% or $236,820 at 6%; with 100% employer match about $266,423 at 4% or $177,615 at 6%.
201116$391,188$116,426$19,404iApproximate average salary by contribution assumption: employee only about $485,108 at 4% or $323,406 at 6%; with 50% employer match about $323,406 at 4% or $215,604 at 6%; with 100% employer match about $242,554 at 4% or $161,703 at 6%.
Jps Wealth Management LLC Flexible 401(K) Plan-6$391,188$116,426$19,404iApproximate average salary by contribution assumption: employee only about $485,108 at 4% or $323,406 at 6%; with 50% employer match about $323,406 at 4% or $215,604 at 6%; with 100% employer match about $242,554 at 4% or $161,703 at 6%.
201017$306,541$65,166$9,309iApproximate average salary by contribution assumption: employee only about $232,736 at 4% or $155,157 at 6%; with 50% employer match about $155,157 at 4% or $103,438 at 6%; with 100% employer match about $116,368 at 4% or $77,579 at 6%.
Jps Wealth Management LLC Flexible 401(K) Plan-7$306,541$65,166$9,309iApproximate average salary by contribution assumption: employee only about $232,736 at 4% or $155,157 at 6%; with 50% employer match about $155,157 at 4% or $103,438 at 6%; with 100% employer match about $116,368 at 4% or $77,579 at 6%.
200914$216,086$64,476$16,119iApproximate average salary by contribution assumption: employee only about $402,975 at 4% or $268,650 at 6%; with 50% employer match about $268,650 at 4% or $179,100 at 6%; with 100% employer match about $201,488 at 4% or $134,325 at 6%.
Jps Wealth Management LLC Flexible 401(K) Plan-4$216,086$64,476$16,119iApproximate average salary by contribution assumption: employee only about $402,975 at 4% or $268,650 at 6%; with 50% employer match about $268,650 at 4% or $179,100 at 6%; with 100% employer match about $201,488 at 4% or $134,325 at 6%.
200813$130,666$53,576$17,859iApproximate average salary by contribution assumption: employee only about $446,467 at 4% or $297,644 at 6%; with 50% employer match about $297,644 at 4% or $198,430 at 6%; with 100% employer match about $223,233 at 4% or $148,822 at 6%.
Jps Wealth Management LLC Flexible 401(K) Plan-3$130,666$53,576$17,859iApproximate average salary by contribution assumption: employee only about $446,467 at 4% or $297,644 at 6%; with 50% employer match about $297,644 at 4% or $198,430 at 6%; with 100% employer match about $223,233 at 4% or $148,822 at 6%.
200713$0$0-
Jps Wealth Management LLC Flexible 401(K) Plan-3---
200612$139,099$42,335$21,168iApproximate average salary by contribution assumption: employee only about $529,188 at 4% or $352,792 at 6%; with 50% employer match about $352,792 at 4% or $235,194 at 6%; with 100% employer match about $264,594 at 4% or $176,396 at 6%.
Jps Wealth Management LLC Flexible 401(K) Plan-2$139,099$42,335$21,168iApproximate average salary by contribution assumption: employee only about $529,188 at 4% or $352,792 at 6%; with 50% employer match about $352,792 at 4% or $235,194 at 6%; with 100% employer match about $264,594 at 4% or $176,396 at 6%.
200512$90,471$30,401$15,201iApproximate average salary by contribution assumption: employee only about $380,013 at 4% or $253,342 at 6%; with 50% employer match about $253,342 at 4% or $168,894 at 6%; with 100% employer match about $190,006 at 4% or $126,671 at 6%.
Jps Wealth Management LLC Flexible 401(K) Plan-2$90,471$30,401$15,201iApproximate average salary by contribution assumption: employee only about $380,013 at 4% or $253,342 at 6%; with 50% employer match about $253,342 at 4% or $168,894 at 6%; with 100% employer match about $190,006 at 4% or $126,671 at 6%.
200412$57,967$50,445$25,223iApproximate average salary by contribution assumption: employee only about $630,563 at 4% or $420,375 at 6%; with 50% employer match about $420,375 at 4% or $280,250 at 6%; with 100% employer match about $315,281 at 4% or $210,188 at 6%.
Jps Wealth Management LLC Flexible 401(K) Plan-2$57,967$50,445$25,223iApproximate average salary by contribution assumption: employee only about $630,563 at 4% or $420,375 at 6%; with 50% employer match about $420,375 at 4% or $280,250 at 6%; with 100% employer match about $315,281 at 4% or $210,188 at 6%.
200212$0$0-
JPS WEALTH MANAGEMENT, LLC FLEXIBLE BENEFIT PLAN-2---