Civic Intelligence

Jm Perry Learning Technologies

Plan context: Jm Perry Learning Technologies 401(K) Profit Sharing Plan & Trust

EIN 77-0478201 • Ventura, CA • 27 filings • 7 plans

4203 Foothill RdVentura, CA 93003-1803
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$56

2024 Contributions

$23,313

Historical Graphs

Total Assets Over Time

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

$1,792,773$896,387$0200420152024YearValue
$56Latest year 2024

Participants Over Time

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

420200420142024YearValue
3Latest 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
202413$56$23,313$7,771iApproximate average salary by contribution assumption: employee only about $194,275 at 4% or $129,517 at 6%; with 50% employer match about $129,517 at 4% or $86,344 at 6%; with 100% employer match about $97,138 at 4% or $64,758 at 6%.
Jm Perry Learning Technologies 401(K) Profit Sharing Plan & Trust-3$56$23,313$7,771iApproximate average salary by contribution assumption: employee only about $194,275 at 4% or $129,517 at 6%; with 50% employer match about $129,517 at 4% or $86,344 at 6%; with 100% employer match about $97,138 at 4% or $64,758 at 6%.
202312$885,739$65,266$32,633iApproximate average salary by contribution assumption: employee only about $815,825 at 4% or $543,883 at 6%; with 50% employer match about $543,883 at 4% or $362,589 at 6%; with 100% employer match about $407,913 at 4% or $271,942 at 6%.
Jm Perry Learning Technologies 401(K) Profit Sharing Plan & Trust-2$885,739$65,266$32,633iApproximate average salary by contribution assumption: employee only about $815,825 at 4% or $543,883 at 6%; with 50% employer match about $543,883 at 4% or $362,589 at 6%; with 100% employer match about $407,913 at 4% or $271,942 at 6%.
202212$728,488$46,166$23,083iApproximate average salary by contribution assumption: employee only about $577,075 at 4% or $384,717 at 6%; with 50% employer match about $384,717 at 4% or $256,478 at 6%; with 100% employer match about $288,538 at 4% or $192,358 at 6%.
Jm Perry Learning Technologies 401(K) Profit Sharing Plan & Trust-2$728,488$46,166$23,083iApproximate average salary by contribution assumption: employee only about $577,075 at 4% or $384,717 at 6%; with 50% employer match about $384,717 at 4% or $256,478 at 6%; with 100% employer match about $288,538 at 4% or $192,358 at 6%.
202123$1,073,678$66,705$22,235iApproximate average salary by contribution assumption: employee only about $555,875 at 4% or $370,583 at 6%; with 50% employer match about $370,583 at 4% or $247,056 at 6%; with 100% employer match about $277,938 at 4% or $185,292 at 6%.
Jm Perry Learning Technologies 401(K) Profit Sharing Plan & Trust-3$1,073,678$66,705$22,235iApproximate average salary by contribution assumption: employee only about $555,875 at 4% or $370,583 at 6%; with 50% employer match about $370,583 at 4% or $247,056 at 6%; with 100% employer match about $277,938 at 4% or $185,292 at 6%.
JM PERRY LEARNING TECHNOLOGIES CASH BALANCE PENSION PLAN & TRUST-0$0$0-
202023$1,792,773$40,063$13,354iApproximate average salary by contribution assumption: employee only about $333,858 at 4% or $222,572 at 6%; with 50% employer match about $222,572 at 4% or $148,381 at 6%; with 100% employer match about $166,929 at 4% or $111,286 at 6%.
Jm Perry Learning Technologies 401(K) Profit Sharing Plan & Trust-3$1,326,382$40,063$13,354iApproximate average salary by contribution assumption: employee only about $333,858 at 4% or $222,572 at 6%; with 50% employer match about $222,572 at 4% or $148,381 at 6%; with 100% employer match about $166,929 at 4% or $111,286 at 6%.
JM PERRY LEARNING TECHNOLOGIES CASH BALANCE PENSION PLAN & TRUST-3$466,391--
201923$1,553,164$52,959$17,653iApproximate average salary by contribution assumption: employee only about $441,325 at 4% or $294,217 at 6%; with 50% employer match about $294,217 at 4% or $196,144 at 6%; with 100% employer match about $220,663 at 4% or $147,108 at 6%.
Jm Perry Learning Technologies 401(K) Profit Sharing Plan & Trust-3$1,114,922$52,959$17,653iApproximate average salary by contribution assumption: employee only about $441,325 at 4% or $294,217 at 6%; with 50% employer match about $294,217 at 4% or $196,144 at 6%; with 100% employer match about $220,663 at 4% or $147,108 at 6%.
JM PERRY LEARNING TECHNOLOGIES CASH BALANCE PENSION PLAN & TRUST-3$438,242--
201823$1,643,520$99,928$33,309iApproximate average salary by contribution assumption: employee only about $832,733 at 4% or $555,156 at 6%; with 50% employer match about $555,156 at 4% or $370,104 at 6%; with 100% employer match about $416,367 at 4% or $277,578 at 6%.
Jm Perry Learning Technologies 401(K) Profit Sharing Plan & Trust-3$1,260,528$53,828$17,943iApproximate average salary by contribution assumption: employee only about $448,567 at 4% or $299,044 at 6%; with 50% employer match about $299,044 at 4% or $199,363 at 6%; with 100% employer match about $224,283 at 4% or $149,522 at 6%.
JM PERRY LEARNING TECHNOLOGIES CASH BALANCE PENSION PLAN & TRUST-3$382,992$46,100$15,367iApproximate average salary by contribution assumption: employee only about $384,167 at 4% or $256,111 at 6%; with 50% employer match about $256,111 at 4% or $170,741 at 6%; with 100% employer match about $192,083 at 4% or $128,056 at 6%.
201723$1,604,784$219,473$73,158iApproximate average salary by contribution assumption: employee only about $1,828,942 at 4% or $1,219,294 at 6%; with 50% employer match about $1,219,294 at 4% or $812,863 at 6%; with 100% employer match about $914,471 at 4% or $609,647 at 6%.
Jm Perry Learning Technologies 401(K) Profit Sharing Plan & Trust-3$1,252,083$66,473$22,158iApproximate average salary by contribution assumption: employee only about $553,942 at 4% or $369,294 at 6%; with 50% employer match about $369,294 at 4% or $246,196 at 6%; with 100% employer match about $276,971 at 4% or $184,647 at 6%.
JM PERRY LEARNING TECHNOLOGIES CASH BALANCE PENSION PLAN & TRUST-3$352,701$153,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
201623$1,291,355$297,793$99,264iApproximate average salary by contribution assumption: employee only about $2,481,608 at 4% or $1,654,406 at 6%; with 50% employer match about $1,654,406 at 4% or $1,102,937 at 6%; with 100% employer match about $1,240,804 at 4% or $827,203 at 6%.
Jm Perry Learning Technologies 401(K) Profit Sharing Plan & Trust-3$1,106,355$112,793$37,598iApproximate average salary by contribution assumption: employee only about $939,942 at 4% or $626,628 at 6%; with 50% employer match about $626,628 at 4% or $417,752 at 6%; with 100% employer match about $469,971 at 4% or $313,314 at 6%.
JM PERRY LEARNING TECHNOLOGIES CASH BALANCE PENSION PLAN & TRUST-3$185,000$185,000$61,667iApproximate average salary by contribution assumption: employee only about $1,541,667 at 4% or $1,027,778 at 6%; with 50% employer match about $1,027,778 at 4% or $685,185 at 6%; with 100% employer match about $770,833 at 4% or $513,889 at 6%.
201513$985,170$100,616$33,539iApproximate average salary by contribution assumption: employee only about $838,467 at 4% or $558,978 at 6%; with 50% employer match about $558,978 at 4% or $372,652 at 6%; with 100% employer match about $419,233 at 4% or $279,489 at 6%.
Jm Perry Learning Technologies 401(K) Profit Sharing Plan & Trust-3$985,170$100,616$33,539iApproximate average salary by contribution assumption: employee only about $838,467 at 4% or $558,978 at 6%; with 50% employer match about $558,978 at 4% or $372,652 at 6%; with 100% employer match about $419,233 at 4% or $279,489 at 6%.
201413$1,129,965$87,641$29,214iApproximate average salary by contribution assumption: employee only about $730,342 at 4% or $486,894 at 6%; with 50% employer match about $486,894 at 4% or $324,596 at 6%; with 100% employer match about $365,171 at 4% or $243,447 at 6%.
Jm Perry Learning Technologies 401(K) Profit Sharing Plan & Trust-3$1,129,965$87,641$29,214iApproximate average salary by contribution assumption: employee only about $730,342 at 4% or $486,894 at 6%; with 50% employer match about $486,894 at 4% or $324,596 at 6%; with 100% employer match about $365,171 at 4% or $243,447 at 6%.
201313$1,115,975$155,513$51,838iApproximate average salary by contribution assumption: employee only about $1,295,942 at 4% or $863,961 at 6%; with 50% employer match about $863,961 at 4% or $575,974 at 6%; with 100% employer match about $647,971 at 4% or $431,981 at 6%.
Jm Perry Learning Technologies 401(K) Profit Sharing Plan & Trust-3$1,115,975$155,513$51,838iApproximate average salary by contribution assumption: employee only about $1,295,942 at 4% or $863,961 at 6%; with 50% employer match about $863,961 at 4% or $575,974 at 6%; with 100% employer match about $647,971 at 4% or $431,981 at 6%.
201213$868,465$86,349$28,783iApproximate average salary by contribution assumption: employee only about $719,575 at 4% or $479,717 at 6%; with 50% employer match about $479,717 at 4% or $319,811 at 6%; with 100% employer match about $359,788 at 4% or $239,858 at 6%.
Jm Perry Learning Technologies 401(K) Profit Sharing Plan & Trust-3$868,465$86,349$28,783iApproximate average salary by contribution assumption: employee only about $719,575 at 4% or $479,717 at 6%; with 50% employer match about $479,717 at 4% or $319,811 at 6%; with 100% employer match about $359,788 at 4% or $239,858 at 6%.
201113$718,768$60,170$20,057iApproximate average salary by contribution assumption: employee only about $501,417 at 4% or $334,278 at 6%; with 50% employer match about $334,278 at 4% or $222,852 at 6%; with 100% employer match about $250,708 at 4% or $167,139 at 6%.
Jm Perry Learning Technologies 401(K) Profit Sharing Plan & Trust-3$718,768$60,170$20,057iApproximate average salary by contribution assumption: employee only about $501,417 at 4% or $334,278 at 6%; with 50% employer match about $334,278 at 4% or $222,852 at 6%; with 100% employer match about $250,708 at 4% or $167,139 at 6%.
201013$685,047$60,970$20,323iApproximate average salary by contribution assumption: employee only about $508,083 at 4% or $338,722 at 6%; with 50% employer match about $338,722 at 4% or $225,815 at 6%; with 100% employer match about $254,042 at 4% or $169,361 at 6%.
Jm Perry Learning Technologies 401(K) Profit Sharing Plan & Trust-3$685,047$60,970$20,323iApproximate average salary by contribution assumption: employee only about $508,083 at 4% or $338,722 at 6%; with 50% employer match about $338,722 at 4% or $225,815 at 6%; with 100% employer match about $254,042 at 4% or $169,361 at 6%.
200913$535,455$59,685$19,895iApproximate average salary by contribution assumption: employee only about $497,375 at 4% or $331,583 at 6%; with 50% employer match about $331,583 at 4% or $221,056 at 6%; with 100% employer match about $248,688 at 4% or $165,792 at 6%.
Jm Perry Learning Technologies 401(K) Profit Sharing Plan & Trust-3$535,455$59,685$19,895iApproximate average salary by contribution assumption: employee only about $497,375 at 4% or $331,583 at 6%; with 50% employer match about $331,583 at 4% or $221,056 at 6%; with 100% employer match about $248,688 at 4% or $165,792 at 6%.
200813$334,971$54,156$18,052iApproximate average salary by contribution assumption: employee only about $451,300 at 4% or $300,867 at 6%; with 50% employer match about $300,867 at 4% or $200,578 at 6%; with 100% employer match about $225,650 at 4% or $150,433 at 6%.
Jm Perry Learning Technologies 401(K) Profit Sharing Plan & Trust-3$334,971$54,156$18,052iApproximate average salary by contribution assumption: employee only about $451,300 at 4% or $300,867 at 6%; with 50% employer match about $300,867 at 4% or $200,578 at 6%; with 100% employer match about $225,650 at 4% or $150,433 at 6%.
200713$0$0-
Jm Perry Learning Technologies 401(K) Profit Sharing Plan & Trust-3---
200613$397,929$51,300$17,100iApproximate average salary by contribution assumption: employee only about $427,500 at 4% or $285,000 at 6%; with 50% employer match about $285,000 at 4% or $190,000 at 6%; with 100% employer match about $213,750 at 4% or $142,500 at 6%.
Jm Perry Learning Technologies 401(K) Profit Sharing Plan & Trust-3$397,929$51,300$17,100iApproximate average salary by contribution assumption: employee only about $427,500 at 4% or $285,000 at 6%; with 50% employer match about $285,000 at 4% or $190,000 at 6%; with 100% employer match about $213,750 at 4% or $142,500 at 6%.
200514$300,714$75,751$18,938iApproximate average salary by contribution assumption: employee only about $473,444 at 4% or $315,629 at 6%; with 50% employer match about $315,629 at 4% or $210,419 at 6%; with 100% employer match about $236,722 at 4% or $157,815 at 6%.
Jm Perry Learning Technologies 401(K) Profit Sharing Plan & Trust-4$300,714$75,751$18,938iApproximate average salary by contribution assumption: employee only about $473,444 at 4% or $315,629 at 6%; with 50% employer match about $315,629 at 4% or $210,419 at 6%; with 100% employer match about $236,722 at 4% or $157,815 at 6%.
200414$302,552$33,006$8,252iApproximate average salary by contribution assumption: employee only about $206,288 at 4% or $137,525 at 6%; with 50% employer match about $137,525 at 4% or $91,683 at 6%; with 100% employer match about $103,144 at 4% or $68,763 at 6%.
Jm Perry Learning Technologies 401(K) Profit Sharing Plan & Trust-4$302,552$33,006$8,252iApproximate average salary by contribution assumption: employee only about $206,288 at 4% or $137,525 at 6%; with 50% employer match about $137,525 at 4% or $91,683 at 6%; with 100% employer match about $103,144 at 4% or $68,763 at 6%.