Civic Intelligence

JOSEPH AARON JEWELL

Plan context: JOSEPH AARON JEWELL 401(K) PROFIT SHARING PLAN & TRUST

EIN 71-1025766 • Tustin, CA • 8 filings • 2 plans

10745 Taulbee CTTustin, CA 92782-1371
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$80,843

2025 Contributions

$9,531

Historical Graphs

Total Assets Over Time

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

$80,843$40,422$0201820222025YearValue
$80,843Latest year 2025

Participants Over Time

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

630201820222025YearValue
6Latest 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
202516$80,843$9,531$1,589iApproximate average salary by contribution assumption: employee only about $39,713 at 4% or $26,475 at 6%; with 50% employer match about $26,475 at 4% or $17,650 at 6%; with 100% employer match about $19,856 at 4% or $13,238 at 6%.
JOSEPH AARON JEWELL 401(K) PROFIT SHARING PLAN & TRUST-6$80,843$9,531$1,589iApproximate average salary by contribution assumption: employee only about $39,713 at 4% or $26,475 at 6%; with 50% employer match about $26,475 at 4% or $17,650 at 6%; with 100% employer match about $19,856 at 4% or $13,238 at 6%.
202415$59,390$7,049$1,410iApproximate average salary by contribution assumption: employee only about $35,245 at 4% or $23,497 at 6%; with 50% employer match about $23,497 at 4% or $15,664 at 6%; with 100% employer match about $17,623 at 4% or $11,748 at 6%.
JOSEPH AARON JEWELL 401(K) PROFIT SHARING PLAN & TRUST-5$59,390$7,049$1,410iApproximate average salary by contribution assumption: employee only about $35,245 at 4% or $23,497 at 6%; with 50% employer match about $23,497 at 4% or $15,664 at 6%; with 100% employer match about $17,623 at 4% or $11,748 at 6%.
202315$45,839$8,537$1,707iApproximate average salary by contribution assumption: employee only about $42,685 at 4% or $28,457 at 6%; with 50% employer match about $28,457 at 4% or $18,971 at 6%; with 100% employer match about $21,343 at 4% or $14,228 at 6%.
JOSEPH AARON JEWELL 401(K) PROFIT SHARING PLAN & TRUST-5$45,839$8,537$1,707iApproximate average salary by contribution assumption: employee only about $42,685 at 4% or $28,457 at 6%; with 50% employer match about $28,457 at 4% or $18,971 at 6%; with 100% employer match about $21,343 at 4% or $14,228 at 6%.
202215$30,790$9,266$1,853iApproximate average salary by contribution assumption: employee only about $46,330 at 4% or $30,887 at 6%; with 50% employer match about $30,887 at 4% or $20,591 at 6%; with 100% employer match about $23,165 at 4% or $15,443 at 6%.
JOSEPH AARON JEWELL 401(K) PROFIT SHARING PLAN & TRUST-5$30,790$9,266$1,853iApproximate average salary by contribution assumption: employee only about $46,330 at 4% or $30,887 at 6%; with 50% employer match about $30,887 at 4% or $20,591 at 6%; with 100% employer match about $23,165 at 4% or $15,443 at 6%.
202115$26,901$8,158$1,632iApproximate average salary by contribution assumption: employee only about $40,790 at 4% or $27,193 at 6%; with 50% employer match about $27,193 at 4% or $18,129 at 6%; with 100% employer match about $20,395 at 4% or $13,597 at 6%.
JOSEPH AARON JEWELL 401(K) PROFIT SHARING PLAN & TRUST-5$26,901$8,158$1,632iApproximate average salary by contribution assumption: employee only about $40,790 at 4% or $27,193 at 6%; with 50% employer match about $27,193 at 4% or $18,129 at 6%; with 100% employer match about $20,395 at 4% or $13,597 at 6%.
202015$15,756$6,048$1,210iApproximate average salary by contribution assumption: employee only about $30,240 at 4% or $20,160 at 6%; with 50% employer match about $20,160 at 4% or $13,440 at 6%; with 100% employer match about $15,120 at 4% or $10,080 at 6%.
JOSEPH AARON JEWELL 401(K) PROFIT SHARING PLAN & TRUST-5$15,756$6,048$1,210iApproximate average salary by contribution assumption: employee only about $30,240 at 4% or $20,160 at 6%; with 50% employer match about $20,160 at 4% or $13,440 at 6%; with 100% employer match about $15,120 at 4% or $10,080 at 6%.
201915$7,305$4,732$946iApproximate average salary by contribution assumption: employee only about $23,660 at 4% or $15,773 at 6%; with 50% employer match about $15,773 at 4% or $10,516 at 6%; with 100% employer match about $11,830 at 4% or $7,887 at 6%.
JOSEPH AARON JEWELL 401(K) PROFIT SHARING PLAN & TRUST-5$7,305$4,732$946iApproximate average salary by contribution assumption: employee only about $23,660 at 4% or $15,773 at 6%; with 50% employer match about $15,773 at 4% or $10,516 at 6%; with 100% employer match about $11,830 at 4% or $7,887 at 6%.
201814$1,828$1,964$491iApproximate average salary by contribution assumption: employee only about $12,275 at 4% or $8,183 at 6%; with 50% employer match about $8,183 at 4% or $5,456 at 6%; with 100% employer match about $6,138 at 4% or $4,092 at 6%.
JOSEPH AARON JEWELL 401 K PROFIT SHARING PLAN TRUST-4$1,828$1,964$491iApproximate average salary by contribution assumption: employee only about $12,275 at 4% or $8,183 at 6%; with 50% employer match about $8,183 at 4% or $5,456 at 6%; with 100% employer match about $6,138 at 4% or $4,092 at 6%.