J.W. Genesis Financial Corp.
Plan context: J.W. Genesis Financial Corp 401K Profit Sharing Plan and Trust
EIN 65-0811010 • 3 filings • 2 plans
Current Snapshot
Latest Year
2001
2001 Participants
378
2001 Assets
$9,436,522
2001 Contributions
$2,669
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 |
|---|---|---|---|---|---|
| 2001 | 1 | 0 | $0 | $2,669 | - |
| J.W. Genesis Financial Corp 401K Profit Sharing Plan and Trust | - | 0 | - | $2,669 | - |
| 2000 | 1 | 378 | $9,436,522 | $1,851,189 | $4,897iApproximate average salary by contribution assumption: employee only about $122,433 at 4% or $81,622 at 6%; with 50% employer match about $81,622 at 4% or $54,415 at 6%; with 100% employer match about $61,217 at 4% or $40,811 at 6%. |
| J.W. Genesis Financial Corp 401K Profit Sharing Plan and Trust | - | 378 | $9,436,522 | $1,851,189 | $4,897iApproximate average salary by contribution assumption: employee only about $122,433 at 4% or $81,622 at 6%; with 50% employer match about $81,622 at 4% or $54,415 at 6%; with 100% employer match about $61,217 at 4% or $40,811 at 6%. |
| 1999 | 1 | 492 | $11,972,798 | $2,379,896 | $4,837iApproximate average salary by contribution assumption: employee only about $120,930 at 4% or $80,620 at 6%; with 50% employer match about $80,620 at 4% or $53,747 at 6%; with 100% employer match about $60,465 at 4% or $40,310 at 6%. |
| J.W. Genesis Financial Corp 401K Profit Sharing Plan and Trust | - | 492 | $11,972,798 | $2,379,896 | $4,837iApproximate average salary by contribution assumption: employee only about $120,930 at 4% or $80,620 at 6%; with 50% employer match about $80,620 at 4% or $53,747 at 6%; with 100% employer match about $60,465 at 4% or $40,310 at 6%. |