JAY VAN BEUSEKOM FINANCIAL ADVISOR, LLC
Plan context: JVB CASH BALANCE PLAN
EIN 61-1547418 • Waukesha, WI • 3 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$101,648
2025 Contributions
$30,839
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $101,648 | $30,839 | $15,420iApproximate average salary by contribution assumption: employee only about $385,488 at 4% or $256,992 at 6%; with 50% employer match about $256,992 at 4% or $171,328 at 6%; with 100% employer match about $192,744 at 4% or $128,496 at 6%. |
| JVB CASH BALANCE PLAN | - | 2 | $101,648 | $30,839 | $15,420iApproximate average salary by contribution assumption: employee only about $385,488 at 4% or $256,992 at 6%; with 50% employer match about $256,992 at 4% or $171,328 at 6%; with 100% employer match about $192,744 at 4% or $128,496 at 6%. |
| 2024 | 1 | 2 | $64,917 | $60,495 | $30,248iApproximate average salary by contribution assumption: employee only about $756,188 at 4% or $504,125 at 6%; with 50% employer match about $504,125 at 4% or $336,083 at 6%; with 100% employer match about $378,094 at 4% or $252,063 at 6%. |
| JVB 401(K) PLAN | - | 2 | $64,917 | $60,495 | $30,248iApproximate average salary by contribution assumption: employee only about $756,188 at 4% or $504,125 at 6%; with 50% employer match about $504,125 at 4% or $336,083 at 6%; with 100% employer match about $378,094 at 4% or $252,063 at 6%. |
| 2023 | 1 | 1 | $977 | $950 | $950iApproximate average salary by contribution assumption: employee only about $23,750 at 4% or $15,833 at 6%; with 50% employer match about $15,833 at 4% or $10,556 at 6%; with 100% employer match about $11,875 at 4% or $7,917 at 6%. |
| JVB 401(K) PLAN | - | 1 | $977 | $950 | $950iApproximate average salary by contribution assumption: employee only about $23,750 at 4% or $15,833 at 6%; with 50% employer match about $15,833 at 4% or $10,556 at 6%; with 100% employer match about $11,875 at 4% or $7,917 at 6%. |