Civic Intelligence

Jason Scott Loomis

Plan context: Jason Scott Loomis 401K Profit Sharing Plan

EIN 77-0534626 • Ojai, CA • 12 filings • 1 plans

PO Box 1852Ojai, CA 93024
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,557,898

2024 Contributions

$86,073

Historical Graphs

Total Assets Over Time

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

$2,557,898$1,278,949$0201320192024YearValue
$2,557,898Latest year 2024

Participants Over Time

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

740201320192024YearValue
6Latest 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
202416$2,557,898$86,073$14,346iApproximate average salary by contribution assumption: employee only about $358,638 at 4% or $239,092 at 6%; with 50% employer match about $239,092 at 4% or $159,394 at 6%; with 100% employer match about $179,319 at 4% or $119,546 at 6%.
Jason Scott Loomis 401K Profit Sharing Plan-6$2,557,898$86,073$14,346iApproximate average salary by contribution assumption: employee only about $358,638 at 4% or $239,092 at 6%; with 50% employer match about $239,092 at 4% or $159,394 at 6%; with 100% employer match about $179,319 at 4% or $119,546 at 6%.
202316$2,269,803$57,497$9,583iApproximate average salary by contribution assumption: employee only about $239,571 at 4% or $159,714 at 6%; with 50% employer match about $159,714 at 4% or $106,476 at 6%; with 100% employer match about $119,785 at 4% or $79,857 at 6%.
Jason Scott Loomis 401K Profit Sharing Plan-6$2,269,803$57,497$9,583iApproximate average salary by contribution assumption: employee only about $239,571 at 4% or $159,714 at 6%; with 50% employer match about $159,714 at 4% or $106,476 at 6%; with 100% employer match about $119,785 at 4% or $79,857 at 6%.
202217$1,801,653$75,904$10,843iApproximate average salary by contribution assumption: employee only about $271,086 at 4% or $180,724 at 6%; with 50% employer match about $180,724 at 4% or $120,483 at 6%; with 100% employer match about $135,543 at 4% or $90,362 at 6%.
Jason Scott Loomis 401K Profit Sharing Plan-7$1,801,653$75,904$10,843iApproximate average salary by contribution assumption: employee only about $271,086 at 4% or $180,724 at 6%; with 50% employer match about $180,724 at 4% or $120,483 at 6%; with 100% employer match about $135,543 at 4% or $90,362 at 6%.
202117$2,005,914$66,446$9,492iApproximate average salary by contribution assumption: employee only about $237,307 at 4% or $158,205 at 6%; with 50% employer match about $158,205 at 4% or $105,470 at 6%; with 100% employer match about $118,654 at 4% or $79,102 at 6%.
Jason Scott Loomis 401K Profit Sharing Plan-7$2,005,914$66,446$9,492iApproximate average salary by contribution assumption: employee only about $237,307 at 4% or $158,205 at 6%; with 50% employer match about $158,205 at 4% or $105,470 at 6%; with 100% employer match about $118,654 at 4% or $79,102 at 6%.
202017$1,643,950$70,909$10,130iApproximate average salary by contribution assumption: employee only about $253,246 at 4% or $168,831 at 6%; with 50% employer match about $168,831 at 4% or $112,554 at 6%; with 100% employer match about $126,623 at 4% or $84,415 at 6%.
Jason Scott Loomis 401K Profit Sharing Plan-7$1,643,950$70,909$10,130iApproximate average salary by contribution assumption: employee only about $253,246 at 4% or $168,831 at 6%; with 50% employer match about $168,831 at 4% or $112,554 at 6%; with 100% employer match about $126,623 at 4% or $84,415 at 6%.
201915$1,420,032$68,430$13,686iApproximate average salary by contribution assumption: employee only about $342,150 at 4% or $228,100 at 6%; with 50% employer match about $228,100 at 4% or $152,067 at 6%; with 100% employer match about $171,075 at 4% or $114,050 at 6%.
Jason Scott Loomis 401K Profit Sharing Plan-5$1,420,032$68,430$13,686iApproximate average salary by contribution assumption: employee only about $342,150 at 4% or $228,100 at 6%; with 50% employer match about $228,100 at 4% or $152,067 at 6%; with 100% employer match about $171,075 at 4% or $114,050 at 6%.
201815$1,137,419$67,620$13,524iApproximate average salary by contribution assumption: employee only about $338,100 at 4% or $225,400 at 6%; with 50% employer match about $225,400 at 4% or $150,267 at 6%; with 100% employer match about $169,050 at 4% or $112,700 at 6%.
Jason Scott Loomis 401K Profit Sharing Plan-5$1,137,419$67,620$13,524iApproximate average salary by contribution assumption: employee only about $338,100 at 4% or $225,400 at 6%; with 50% employer match about $225,400 at 4% or $150,267 at 6%; with 100% employer match about $169,050 at 4% or $112,700 at 6%.
201712$1,178,956$61,759$30,880iApproximate average salary by contribution assumption: employee only about $771,988 at 4% or $514,658 at 6%; with 50% employer match about $514,658 at 4% or $343,106 at 6%; with 100% employer match about $385,994 at 4% or $257,329 at 6%.
Jason Scott Loomis 401K Profit Sharing Plan-2$1,178,956$61,759$30,880iApproximate average salary by contribution assumption: employee only about $771,988 at 4% or $514,658 at 6%; with 50% employer match about $514,658 at 4% or $343,106 at 6%; with 100% employer match about $385,994 at 4% or $257,329 at 6%.
201612$954,331$60,708$30,354iApproximate average salary by contribution assumption: employee only about $758,850 at 4% or $505,900 at 6%; with 50% employer match about $505,900 at 4% or $337,267 at 6%; with 100% employer match about $379,425 at 4% or $252,950 at 6%.
Jason Scott Loomis 401K Profit Sharing Plan-2$954,331$60,708$30,354iApproximate average salary by contribution assumption: employee only about $758,850 at 4% or $505,900 at 6%; with 50% employer match about $505,900 at 4% or $337,267 at 6%; with 100% employer match about $379,425 at 4% or $252,950 at 6%.
201512$839,307$60,994$30,497iApproximate average salary by contribution assumption: employee only about $762,425 at 4% or $508,283 at 6%; with 50% employer match about $508,283 at 4% or $338,856 at 6%; with 100% employer match about $381,213 at 4% or $254,142 at 6%.
Jason Scott Loomis 401K Profit Sharing Plan-2$839,307$60,994$30,497iApproximate average salary by contribution assumption: employee only about $762,425 at 4% or $508,283 at 6%; with 50% employer match about $508,283 at 4% or $338,856 at 6%; with 100% employer match about $381,213 at 4% or $254,142 at 6%.
201412$807,224$53,513$26,757iApproximate average salary by contribution assumption: employee only about $668,913 at 4% or $445,942 at 6%; with 50% employer match about $445,942 at 4% or $297,294 at 6%; with 100% employer match about $334,456 at 4% or $222,971 at 6%.
Jason Scott Loomis 401K Profit Sharing Plan-2$807,224$53,513$26,757iApproximate average salary by contribution assumption: employee only about $668,913 at 4% or $445,942 at 6%; with 50% employer match about $445,942 at 4% or $297,294 at 6%; with 100% employer match about $334,456 at 4% or $222,971 at 6%.
201312$668,878$668,878$334,439iApproximate average salary by contribution assumption: employee only about $8,360,975 at 4% or $5,573,983 at 6%; with 50% employer match about $5,573,983 at 4% or $3,715,989 at 6%; with 100% employer match about $4,180,488 at 4% or $2,786,992 at 6%.
Jason Scott Loomis 401K Profit Sharing Plan-2$668,878$668,878$334,439iApproximate average salary by contribution assumption: employee only about $8,360,975 at 4% or $5,573,983 at 6%; with 50% employer match about $5,573,983 at 4% or $3,715,989 at 6%; with 100% employer match about $4,180,488 at 4% or $2,786,992 at 6%.
Jason Scott Loomis | EIN 77-0534626 | 2024 Form 5500 Company Profile