Civic Intelligence

Pb & J Partners LLC

Plan context: Pb & J Partners LLC 401(K) Profit Sharing Plan

EIN 73-1712752 • Scottsdale, AZ • 12 filings • 1 plans

8361 East Gelding DriveScottsdale, AZ 85260
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$779,098

2024 Contributions

$64,364

Historical Graphs

Total Assets Over Time

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

$779,098$389,549$0201320192024YearValue
$779,098Latest year 2024

Participants Over Time

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

420201320192024YearValue
4Latest 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
202414$779,098$64,364$16,091iApproximate average salary by contribution assumption: employee only about $402,275 at 4% or $268,183 at 6%; with 50% employer match about $268,183 at 4% or $178,789 at 6%; with 100% employer match about $201,138 at 4% or $134,092 at 6%.
Pb & J Partners LLC 401(K) Profit Sharing Plan-4$779,098$64,364$16,091iApproximate average salary by contribution assumption: employee only about $402,275 at 4% or $268,183 at 6%; with 50% employer match about $268,183 at 4% or $178,789 at 6%; with 100% employer match about $201,138 at 4% or $134,092 at 6%.
202313$606,021$61,882$20,627iApproximate average salary by contribution assumption: employee only about $515,683 at 4% or $343,789 at 6%; with 50% employer match about $343,789 at 4% or $229,193 at 6%; with 100% employer match about $257,842 at 4% or $171,894 at 6%.
Pb & J Partners LLC 401(K) Profit Sharing Plan-3$606,021$61,882$20,627iApproximate average salary by contribution assumption: employee only about $515,683 at 4% or $343,789 at 6%; with 50% employer match about $343,789 at 4% or $229,193 at 6%; with 100% employer match about $257,842 at 4% or $171,894 at 6%.
202213$427,030$60,432$20,144iApproximate average salary by contribution assumption: employee only about $503,600 at 4% or $335,733 at 6%; with 50% employer match about $335,733 at 4% or $223,822 at 6%; with 100% employer match about $251,800 at 4% or $167,867 at 6%.
Pb & J Partners LLC 401(K) Profit Sharing Plan-3$427,030$60,432$20,144iApproximate average salary by contribution assumption: employee only about $503,600 at 4% or $335,733 at 6%; with 50% employer match about $335,733 at 4% or $223,822 at 6%; with 100% employer match about $251,800 at 4% or $167,867 at 6%.
202113$506,814$58,332$19,444iApproximate average salary by contribution assumption: employee only about $486,100 at 4% or $324,067 at 6%; with 50% employer match about $324,067 at 4% or $216,044 at 6%; with 100% employer match about $243,050 at 4% or $162,033 at 6%.
Pb & J Partners LLC 401(K) Profit Sharing Plan-3$506,814$58,332$19,444iApproximate average salary by contribution assumption: employee only about $486,100 at 4% or $324,067 at 6%; with 50% employer match about $324,067 at 4% or $216,044 at 6%; with 100% employer match about $243,050 at 4% or $162,033 at 6%.
202013$376,851$56,153$18,718iApproximate average salary by contribution assumption: employee only about $467,942 at 4% or $311,961 at 6%; with 50% employer match about $311,961 at 4% or $207,974 at 6%; with 100% employer match about $233,971 at 4% or $155,981 at 6%.
Pb & J Partners LLC 401(K) Profit Sharing Plan-3$376,851$56,153$18,718iApproximate average salary by contribution assumption: employee only about $467,942 at 4% or $311,961 at 6%; with 50% employer match about $311,961 at 4% or $207,974 at 6%; with 100% employer match about $233,971 at 4% or $155,981 at 6%.
201912$246,638$26,991$13,496iApproximate average salary by contribution assumption: employee only about $337,388 at 4% or $224,925 at 6%; with 50% employer match about $224,925 at 4% or $149,950 at 6%; with 100% employer match about $168,694 at 4% or $112,463 at 6%.
Pb & J Partners LLC 401(K) Profit Sharing Plan-2$246,638$26,991$13,496iApproximate average salary by contribution assumption: employee only about $337,388 at 4% or $224,925 at 6%; with 50% employer match about $224,925 at 4% or $149,950 at 6%; with 100% employer match about $168,694 at 4% or $112,463 at 6%.
201812$169,383$27,953$13,977iApproximate average salary by contribution assumption: employee only about $349,413 at 4% or $232,942 at 6%; with 50% employer match about $232,942 at 4% or $155,294 at 6%; with 100% employer match about $174,706 at 4% or $116,471 at 6%.
Pb & J Partners LLC 401(K) Profit Sharing Plan-2$169,383$27,953$13,977iApproximate average salary by contribution assumption: employee only about $349,413 at 4% or $232,942 at 6%; with 50% employer match about $232,942 at 4% or $155,294 at 6%; with 100% employer match about $174,706 at 4% or $116,471 at 6%.
201713$203,201$40,163$13,388iApproximate average salary by contribution assumption: employee only about $334,692 at 4% or $223,128 at 6%; with 50% employer match about $223,128 at 4% or $148,752 at 6%; with 100% employer match about $167,346 at 4% or $111,564 at 6%.
Pb & J Partners LLC 401(K) Profit Sharing Plan-3$203,201$40,163$13,388iApproximate average salary by contribution assumption: employee only about $334,692 at 4% or $223,128 at 6%; with 50% employer match about $223,128 at 4% or $148,752 at 6%; with 100% employer match about $167,346 at 4% or $111,564 at 6%.
201614$126,746$40,596$10,149iApproximate average salary by contribution assumption: employee only about $253,725 at 4% or $169,150 at 6%; with 50% employer match about $169,150 at 4% or $112,767 at 6%; with 100% employer match about $126,863 at 4% or $84,575 at 6%.
Pb & J Partners LLC 401(K) Profit Sharing Plan-4$126,746$40,596$10,149iApproximate average salary by contribution assumption: employee only about $253,725 at 4% or $169,150 at 6%; with 50% employer match about $169,150 at 4% or $112,767 at 6%; with 100% employer match about $126,863 at 4% or $84,575 at 6%.
201513$82,447$33,254$11,085iApproximate average salary by contribution assumption: employee only about $277,117 at 4% or $184,744 at 6%; with 50% employer match about $184,744 at 4% or $123,163 at 6%; with 100% employer match about $138,558 at 4% or $92,372 at 6%.
Pb & J Partners LLC 401(K) Profit Sharing Plan-3$82,447$33,254$11,085iApproximate average salary by contribution assumption: employee only about $277,117 at 4% or $184,744 at 6%; with 50% employer match about $184,744 at 4% or $123,163 at 6%; with 100% employer match about $138,558 at 4% or $92,372 at 6%.
201413$50,461$25,799$8,600iApproximate average salary by contribution assumption: employee only about $214,992 at 4% or $143,328 at 6%; with 50% employer match about $143,328 at 4% or $95,552 at 6%; with 100% employer match about $107,496 at 4% or $71,664 at 6%.
Pb & J Partners LLC 401(K) Profit Sharing Plan-3$50,461$25,799$8,600iApproximate average salary by contribution assumption: employee only about $214,992 at 4% or $143,328 at 6%; with 50% employer match about $143,328 at 4% or $95,552 at 6%; with 100% employer match about $107,496 at 4% or $71,664 at 6%.
201312$23,186$22,778$11,389iApproximate average salary by contribution assumption: employee only about $284,725 at 4% or $189,817 at 6%; with 50% employer match about $189,817 at 4% or $126,544 at 6%; with 100% employer match about $142,363 at 4% or $94,908 at 6%.
Pb & J Partners LLC 401(K) Profit Sharing Plan-2$23,186$22,778$11,389iApproximate average salary by contribution assumption: employee only about $284,725 at 4% or $189,817 at 6%; with 50% employer match about $189,817 at 4% or $126,544 at 6%; with 100% employer match about $142,363 at 4% or $94,908 at 6%.