Civic Intelligence

Jtw Financial Services Inc.

Plan context: Jtw Financial Services Inc. Defined Benefit Pension Plan

EIN 68-0601927 • Diamond Bar, CA • 38 filings • 5 plans

660 N Diamond Bar Blvd Ste 268Diamond Bar, CA 91765
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$16,552,112

2024 Contributions

$160,044

Historical Graphs

Total Assets Over Time

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

$16,552,112$8,276,056$0200520152024YearValue
$16,552,112Latest year 2024

Participants Over Time

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

1160200520152024YearValue
9Latest year 2024

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
202429$16,552,112$160,044$17,783iApproximate average salary by contribution assumption: employee only about $444,567 at 4% or $296,378 at 6%; with 50% employer match about $296,378 at 4% or $197,585 at 6%; with 100% employer match about $222,283 at 4% or $148,189 at 6%.
Jtw Financial Services Inc. Defined Benefit Pension Plan-3$11,333,244$0-
Jtw Financial Services Inc. 401(K) Plan-9$5,218,868$160,044$17,783iApproximate average salary by contribution assumption: employee only about $444,567 at 4% or $296,378 at 6%; with 50% employer match about $296,378 at 4% or $197,585 at 6%; with 100% employer match about $222,283 at 4% or $148,189 at 6%.
2023210$11,279,188$145,327$14,533iApproximate average salary by contribution assumption: employee only about $363,318 at 4% or $242,212 at 6%; with 50% employer match about $242,212 at 4% or $161,474 at 6%; with 100% employer match about $181,659 at 4% or $121,106 at 6%.
Jtw Financial Services Inc. Defined Benefit Pension Plan-4$7,826,669$0-
Jtw Financial Services Inc. 401(K) Plan-10$3,452,519$145,327$14,533iApproximate average salary by contribution assumption: employee only about $363,318 at 4% or $242,212 at 6%; with 50% employer match about $242,212 at 4% or $161,474 at 6%; with 100% employer match about $181,659 at 4% or $121,106 at 6%.
2022210$7,666,025$135,164$13,516iApproximate average salary by contribution assumption: employee only about $337,910 at 4% or $225,273 at 6%; with 50% employer match about $225,273 at 4% or $150,182 at 6%; with 100% employer match about $168,955 at 4% or $112,637 at 6%.
Jtw Financial Services Inc. Defined Benefit Pension Plan-5$5,729,875$0-
Jtw Financial Services Inc. 401(K) Plan-10$1,936,150$135,164$13,516iApproximate average salary by contribution assumption: employee only about $337,910 at 4% or $225,273 at 6%; with 50% employer match about $225,273 at 4% or $150,182 at 6%; with 100% employer match about $168,955 at 4% or $112,637 at 6%.
2021210$11,005,259$131,580$13,158iApproximate average salary by contribution assumption: employee only about $328,950 at 4% or $219,300 at 6%; with 50% employer match about $219,300 at 4% or $146,200 at 6%; with 100% employer match about $164,475 at 4% or $109,650 at 6%.
Jtw Financial Services Inc. Defined Benefit Pension Plan-4$8,140,469$0-
Jtw Financial Services Inc. 401(K) Plan-10$2,864,790$131,580$13,158iApproximate average salary by contribution assumption: employee only about $328,950 at 4% or $219,300 at 6%; with 50% employer match about $219,300 at 4% or $146,200 at 6%; with 100% employer match about $164,475 at 4% or $109,650 at 6%.
2020211$8,375,563$97,336$8,849iApproximate average salary by contribution assumption: employee only about $221,218 at 4% or $147,479 at 6%; with 50% employer match about $147,479 at 4% or $98,319 at 6%; with 100% employer match about $110,609 at 4% or $73,739 at 6%.
Jtw Financial Services Inc. Defined Benefit Pension Plan-5$6,186,314$0-
Jtw Financial Services Inc. 401(K) Plan-11$2,189,249$97,336$8,849iApproximate average salary by contribution assumption: employee only about $221,218 at 4% or $147,479 at 6%; with 50% employer match about $147,479 at 4% or $98,319 at 6%; with 100% employer match about $110,609 at 4% or $73,739 at 6%.
2019211$5,852,716$92,173$8,379iApproximate average salary by contribution assumption: employee only about $209,484 at 4% or $139,656 at 6%; with 50% employer match about $139,656 at 4% or $93,104 at 6%; with 100% employer match about $104,742 at 4% or $69,828 at 6%.
Jtw Financial Services Inc. Defined Benefit Pension Plan-5$4,443,264$0-
Jtw Financial Services Inc. 401(K) Plan-11$1,409,452$92,173$8,379iApproximate average salary by contribution assumption: employee only about $209,484 at 4% or $139,656 at 6%; with 50% employer match about $139,656 at 4% or $93,104 at 6%; with 100% employer match about $104,742 at 4% or $69,828 at 6%.
2018211$4,346,638$84,558$7,687iApproximate average salary by contribution assumption: employee only about $192,177 at 4% or $128,118 at 6%; with 50% employer match about $128,118 at 4% or $85,412 at 6%; with 100% employer match about $96,089 at 4% or $64,059 at 6%.
Jtw Financial Services Inc. Defined Benefit Pension Plan-2$3,364,378--
Jtw Financial Services Inc. 401(K) Plan-11$982,260$84,558$7,687iApproximate average salary by contribution assumption: employee only about $192,177 at 4% or $128,118 at 6%; with 50% employer match about $128,118 at 4% or $85,412 at 6%; with 100% employer match about $96,089 at 4% or $64,059 at 6%.
2017211$4,422,367$82,856$7,532iApproximate average salary by contribution assumption: employee only about $188,309 at 4% or $125,539 at 6%; with 50% employer match about $125,539 at 4% or $83,693 at 6%; with 100% employer match about $94,155 at 4% or $62,770 at 6%.
Jtw Financial Services Inc. Defined Benefit Pension Plan-2$3,415,065--
Jtw Financial Services Inc. 401(K) Plan-11$1,007,302$82,856$7,532iApproximate average salary by contribution assumption: employee only about $188,309 at 4% or $125,539 at 6%; with 50% employer match about $125,539 at 4% or $83,693 at 6%; with 100% employer match about $94,155 at 4% or $62,770 at 6%.
2016210$3,510,891$79,400$7,940iApproximate average salary by contribution assumption: employee only about $198,500 at 4% or $132,333 at 6%; with 50% employer match about $132,333 at 4% or $88,222 at 6%; with 100% employer match about $99,250 at 4% or $66,167 at 6%.
Jtw Financial Services Inc. Defined Benefit Pension Plan-2$2,762,646--
Jtw Financial Services Inc. 401(K) Plan-10$748,245$79,400$7,940iApproximate average salary by contribution assumption: employee only about $198,500 at 4% or $132,333 at 6%; with 50% employer match about $132,333 at 4% or $88,222 at 6%; with 100% employer match about $99,250 at 4% or $66,167 at 6%.
2015210$3,449,284$79,038$7,904iApproximate average salary by contribution assumption: employee only about $197,595 at 4% or $131,730 at 6%; with 50% employer match about $131,730 at 4% or $87,820 at 6%; with 100% employer match about $98,798 at 4% or $65,865 at 6%.
Jtw Financial Services Inc. Defined Benefit Pension Plan-3$2,740,212--
Jtw Financial Services Inc. 401(K) Plan-10$709,072$79,038$7,904iApproximate average salary by contribution assumption: employee only about $197,595 at 4% or $131,730 at 6%; with 50% employer match about $131,730 at 4% or $87,820 at 6%; with 100% employer match about $98,798 at 4% or $65,865 at 6%.
2014211$3,308,823$225,039$20,458iApproximate average salary by contribution assumption: employee only about $511,452 at 4% or $340,968 at 6%; with 50% employer match about $340,968 at 4% or $227,312 at 6%; with 100% employer match about $255,726 at 4% or $170,484 at 6%.
Jtw Financial Services Inc. Defined Benefit Pension Plan-4$2,679,632$170,000$42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%.
Jtw Financial Services Inc. 401(K) Plan-11$629,191$55,039$5,004iApproximate average salary by contribution assumption: employee only about $125,089 at 4% or $83,392 at 6%; with 50% employer match about $83,392 at 4% or $55,595 at 6%; with 100% employer match about $62,544 at 4% or $41,696 at 6%.
2013210$2,822,707$243,256$24,326iApproximate average salary by contribution assumption: employee only about $608,140 at 4% or $405,427 at 6%; with 50% employer match about $405,427 at 4% or $270,284 at 6%; with 100% employer match about $304,070 at 4% or $202,713 at 6%.
Jtw Financial Services Inc. Defined Benefit Pension Plan-4$2,297,992$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Jtw Financial Services Inc. 401(K) Plan-10$524,715$43,256$4,326iApproximate average salary by contribution assumption: employee only about $108,140 at 4% or $72,093 at 6%; with 50% employer match about $72,093 at 4% or $48,062 at 6%; with 100% employer match about $54,070 at 4% or $36,047 at 6%.
201227$2,047,693$197,834$28,262iApproximate average salary by contribution assumption: employee only about $706,550 at 4% or $471,033 at 6%; with 50% employer match about $471,033 at 4% or $314,022 at 6%; with 100% employer match about $353,275 at 4% or $235,517 at 6%.
Jtw Financial Services Inc. Defined Benefit Pension Plan-5$1,658,797$164,902$32,980iApproximate average salary by contribution assumption: employee only about $824,510 at 4% or $549,673 at 6%; with 50% employer match about $549,673 at 4% or $366,449 at 6%; with 100% employer match about $412,255 at 4% or $274,837 at 6%.
Jtw Financial Services Inc. 401(K) Plan-7$388,896$32,932$4,705iApproximate average salary by contribution assumption: employee only about $117,614 at 4% or $78,410 at 6%; with 50% employer match about $78,410 at 4% or $52,273 at 6%; with 100% employer match about $58,807 at 4% or $39,205 at 6%.
201126$1,723,476$181,764$30,294iApproximate average salary by contribution assumption: employee only about $757,350 at 4% or $504,900 at 6%; with 50% employer match about $504,900 at 4% or $336,600 at 6%; with 100% employer match about $378,675 at 4% or $252,450 at 6%.
Jtw Financial Services Inc. Defined Benefit Pension Plan-6$1,383,782$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Jtw Financial Services Inc. 401(K) Plan-6$339,694$81,764$13,627iApproximate average salary by contribution assumption: employee only about $340,683 at 4% or $227,122 at 6%; with 50% employer match about $227,122 at 4% or $151,415 at 6%; with 100% employer match about $170,342 at 4% or $113,561 at 6%.
201026$1,992,605$173,285$28,881iApproximate average salary by contribution assumption: employee only about $722,021 at 4% or $481,347 at 6%; with 50% employer match about $481,347 at 4% or $320,898 at 6%; with 100% employer match about $361,010 at 4% or $240,674 at 6%.
Jtw Financial Services Inc. Defined Benefit Pension Plan-6$1,669,460$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Jtw Financial Services Inc. 401(K) Plan-6$323,145$73,285$12,214iApproximate average salary by contribution assumption: employee only about $305,354 at 4% or $203,569 at 6%; with 50% employer match about $203,569 at 4% or $135,713 at 6%; with 100% employer match about $152,677 at 4% or $101,785 at 6%.
200926$1,591,393$174,443$29,074iApproximate average salary by contribution assumption: employee only about $726,846 at 4% or $484,564 at 6%; with 50% employer match about $484,564 at 4% or $323,043 at 6%; with 100% employer match about $363,423 at 4% or $242,282 at 6%.
Jtw Financial Services Inc. Defined Benefit Pension Plan-3$1,360,947$107,000$35,667iApproximate average salary by contribution assumption: employee only about $891,667 at 4% or $594,444 at 6%; with 50% employer match about $594,444 at 4% or $396,296 at 6%; with 100% employer match about $445,833 at 4% or $297,222 at 6%.
Jtw Financial Services Inc. 401(K) Plan-6$230,446$67,443$11,241iApproximate average salary by contribution assumption: employee only about $281,013 at 4% or $187,342 at 6%; with 50% employer match about $187,342 at 4% or $124,894 at 6%; with 100% employer match about $140,506 at 4% or $93,671 at 6%.
200823$1,028,716$291,500$97,167iApproximate average salary by contribution assumption: employee only about $2,429,167 at 4% or $1,619,444 at 6%; with 50% employer match about $1,619,444 at 4% or $1,079,630 at 6%; with 100% employer match about $1,214,583 at 4% or $809,722 at 6%.
Jtw Financial Services Inc. Defined Benefit Pension Plan-3$898,280$240,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Jtw Financial Services Inc. 401(K) Plan-3$130,436$51,500$17,167iApproximate average salary by contribution assumption: employee only about $429,167 at 4% or $286,111 at 6%; with 50% employer match about $286,111 at 4% or $190,741 at 6%; with 100% employer match about $214,583 at 4% or $143,056 at 6%.
200723$1,022,146$306,466$102,155iApproximate average salary by contribution assumption: employee only about $2,553,883 at 4% or $1,702,589 at 6%; with 50% employer match about $1,702,589 at 4% or $1,135,059 at 6%; with 100% employer match about $1,276,942 at 4% or $851,294 at 6%.
Jtw Financial Services Inc. Defined Benefit Pension Plan-3$1,022,146$306,466$102,155iApproximate average salary by contribution assumption: employee only about $2,553,883 at 4% or $1,702,589 at 6%; with 50% employer match about $1,702,589 at 4% or $1,135,059 at 6%; with 100% employer match about $1,276,942 at 4% or $851,294 at 6%.
Jtw Financial Services Inc. 401(K) Plan-3---
200612$64,559$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Jtw Financial Services Inc. 401(K) Plan-2$64,559$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200512$28,000$28,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Jtw Financial Services Inc. 401(K) Plan-2$28,000$28,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.