Civic Intelligence

Jay Koretsky, Pa

Plan context: JAY KORETSKY PA SELF EMPLOYED 401K PL

EIN 65-0581638 • Coral Springs, FL • 6 filings • 2 plans

3000 North University DriveSuite ICoral Springs, FL 33065
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$2,724,109

2025 Contributions

$71,500

Historical Graphs

Total Assets Over Time

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

$3,917,274$1,958,637$0202220242025YearValue
$2,724,109Latest year 2025

Participants Over Time

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

320202220242025YearValue
3Latest 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
202513$2,724,109$71,500$23,833iApproximate average salary by contribution assumption: employee only about $595,833 at 4% or $397,222 at 6%; with 50% employer match about $397,222 at 4% or $264,815 at 6%; with 100% employer match about $297,917 at 4% or $198,611 at 6%.
JAY KORETSKY PA SELF EMPLOYED 401K PL-3$2,724,109$71,500$23,833iApproximate average salary by contribution assumption: employee only about $595,833 at 4% or $397,222 at 6%; with 50% employer match about $397,222 at 4% or $264,815 at 6%; with 100% employer match about $297,917 at 4% or $198,611 at 6%.
202423$3,917,274$461,000$153,667iApproximate average salary by contribution assumption: employee only about $3,841,667 at 4% or $2,561,111 at 6%; with 50% employer match about $2,561,111 at 4% or $1,707,407 at 6%; with 100% employer match about $1,920,833 at 4% or $1,280,556 at 6%.
JAY KORETSKY PA SELF EMPLOYED 401K PL-3$2,350,824$61,000$20,333iApproximate average salary by contribution assumption: employee only about $508,333 at 4% or $338,889 at 6%; with 50% employer match about $338,889 at 4% or $225,926 at 6%; with 100% employer match about $254,167 at 4% or $169,444 at 6%.
Jay Koretsky, Pa Cash Balance Plan-3$1,566,450$400,000$133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%.
202323$3,093,023$519,500$173,167iApproximate average salary by contribution assumption: employee only about $4,329,167 at 4% or $2,886,111 at 6%; with 50% employer match about $2,886,111 at 4% or $1,924,074 at 6%; with 100% employer match about $2,164,583 at 4% or $1,443,056 at 6%.
JAY KORETSKY PA SELF EMPLOYED 401K PL-3$1,963,392$69,500$23,167iApproximate average salary by contribution assumption: employee only about $579,167 at 4% or $386,111 at 6%; with 50% employer match about $386,111 at 4% or $257,407 at 6%; with 100% employer match about $289,583 at 4% or $193,056 at 6%.
Jay Koretsky, Pa Cash Balance Plan-3$1,129,631$450,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
202213$652,362$335,527$111,842iApproximate average salary by contribution assumption: employee only about $2,796,058 at 4% or $1,864,039 at 6%; with 50% employer match about $1,864,039 at 4% or $1,242,693 at 6%; with 100% employer match about $1,398,029 at 4% or $932,019 at 6%.
Jay Koretsky, Pa Cash Balance Plan-3$652,362$335,527$111,842iApproximate average salary by contribution assumption: employee only about $2,796,058 at 4% or $1,864,039 at 6%; with 50% employer match about $1,864,039 at 4% or $1,242,693 at 6%; with 100% employer match about $1,398,029 at 4% or $932,019 at 6%.