Civic Intelligence

Jac Financial Inc.

Plan context: Jac Financial Inc. 401(K) Plan

EIN 77-0563974 • San Jose, CA • 13 filings • 3 plans

1155 Meridian AvenueSuite 100San Jose, CA 95125
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$3,237

2024 Contributions

$5,767

Historical Graphs

Total Assets Over Time

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

$617,817$308,909$0201220182024YearValue
$3,237Latest year 2024

Participants Over Time

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

19100201220182024YearValue
2Latest 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
202412$3,237$5,767$2,884iApproximate average salary by contribution assumption: employee only about $72,088 at 4% or $48,058 at 6%; with 50% employer match about $48,058 at 4% or $32,039 at 6%; with 100% employer match about $36,044 at 4% or $24,029 at 6%.
Jac Financial Inc. 401(K) Plan-2$3,237$5,767$2,884iApproximate average salary by contribution assumption: employee only about $72,088 at 4% or $48,058 at 6%; with 50% employer match about $48,058 at 4% or $32,039 at 6%; with 100% employer match about $36,044 at 4% or $24,029 at 6%.
2023113$533,640$13,473$1,036iApproximate average salary by contribution assumption: employee only about $25,910 at 4% or $17,273 at 6%; with 50% employer match about $17,273 at 4% or $11,515 at 6%; with 100% employer match about $12,955 at 4% or $8,637 at 6%.
Jac Financial Inc. 401(K) Plan-13$533,640$13,473$1,036iApproximate average salary by contribution assumption: employee only about $25,910 at 4% or $17,273 at 6%; with 50% employer match about $17,273 at 4% or $11,515 at 6%; with 100% employer match about $12,955 at 4% or $8,637 at 6%.
2022116$512,545$68,178$4,261iApproximate average salary by contribution assumption: employee only about $106,528 at 4% or $71,019 at 6%; with 50% employer match about $71,019 at 4% or $47,346 at 6%; with 100% employer match about $53,264 at 4% or $35,509 at 6%.
Jac Financial Inc. 401(K) Plan-16$512,545$68,178$4,261iApproximate average salary by contribution assumption: employee only about $106,528 at 4% or $71,019 at 6%; with 50% employer match about $71,019 at 4% or $47,346 at 6%; with 100% employer match about $53,264 at 4% or $35,509 at 6%.
2021119$617,817$136,060$7,161iApproximate average salary by contribution assumption: employee only about $179,026 at 4% or $119,351 at 6%; with 50% employer match about $119,351 at 4% or $79,567 at 6%; with 100% employer match about $89,513 at 4% or $59,675 at 6%.
Jac Financial Inc. 401(K) Plan-19$617,817$136,060$7,161iApproximate average salary by contribution assumption: employee only about $179,026 at 4% or $119,351 at 6%; with 50% employer match about $119,351 at 4% or $79,567 at 6%; with 100% employer match about $89,513 at 4% or $59,675 at 6%.
2020116$448,072$107,889$6,743iApproximate average salary by contribution assumption: employee only about $168,577 at 4% or $112,384 at 6%; with 50% employer match about $112,384 at 4% or $74,923 at 6%; with 100% employer match about $84,288 at 4% or $56,192 at 6%.
Jac Financial Inc. 401(K) Plan-16$448,072$107,889$6,743iApproximate average salary by contribution assumption: employee only about $168,577 at 4% or $112,384 at 6%; with 50% employer match about $112,384 at 4% or $74,923 at 6%; with 100% employer match about $84,288 at 4% or $56,192 at 6%.
2019114$293,944$25,509$1,822iApproximate average salary by contribution assumption: employee only about $45,552 at 4% or $30,368 at 6%; with 50% employer match about $30,368 at 4% or $20,245 at 6%; with 100% employer match about $22,776 at 4% or $15,184 at 6%.
Jac Financial Inc. 401(K) Plan-14$293,944$25,509$1,822iApproximate average salary by contribution assumption: employee only about $45,552 at 4% or $30,368 at 6%; with 50% employer match about $30,368 at 4% or $20,245 at 6%; with 100% employer match about $22,776 at 4% or $15,184 at 6%.
2018114$246,451$23,302$1,664iApproximate average salary by contribution assumption: employee only about $41,611 at 4% or $27,740 at 6%; with 50% employer match about $27,740 at 4% or $18,494 at 6%; with 100% employer match about $20,805 at 4% or $13,870 at 6%.
Jac Financial Inc. 401(K) Plan-14$246,451$23,302$1,664iApproximate average salary by contribution assumption: employee only about $41,611 at 4% or $27,740 at 6%; with 50% employer match about $27,740 at 4% or $18,494 at 6%; with 100% employer match about $20,805 at 4% or $13,870 at 6%.
2017114$280,336$66,538$4,753iApproximate average salary by contribution assumption: employee only about $118,818 at 4% or $79,212 at 6%; with 50% employer match about $79,212 at 4% or $52,808 at 6%; with 100% employer match about $59,409 at 4% or $39,606 at 6%.
Jac Financial Inc. 401(K) Plan-14$280,336$66,538$4,753iApproximate average salary by contribution assumption: employee only about $118,818 at 4% or $79,212 at 6%; with 50% employer match about $79,212 at 4% or $52,808 at 6%; with 100% employer match about $59,409 at 4% or $39,606 at 6%.
2016115$342,089$116,259$7,751iApproximate average salary by contribution assumption: employee only about $193,765 at 4% or $129,177 at 6%; with 50% employer match about $129,177 at 4% or $86,118 at 6%; with 100% employer match about $96,883 at 4% or $64,588 at 6%.
Jac Financial Inc. 401(K) Plan-15$342,089$116,259$7,751iApproximate average salary by contribution assumption: employee only about $193,765 at 4% or $129,177 at 6%; with 50% employer match about $129,177 at 4% or $86,118 at 6%; with 100% employer match about $96,883 at 4% or $64,588 at 6%.
2015116$322,696$139,396$8,712iApproximate average salary by contribution assumption: employee only about $217,806 at 4% or $145,204 at 6%; with 50% employer match about $145,204 at 4% or $96,803 at 6%; with 100% employer match about $108,903 at 4% or $72,602 at 6%.
Jac Financial Inc. 401(K) Plan-16$322,696$139,396$8,712iApproximate average salary by contribution assumption: employee only about $217,806 at 4% or $145,204 at 6%; with 50% employer match about $145,204 at 4% or $96,803 at 6%; with 100% employer match about $108,903 at 4% or $72,602 at 6%.
2014114$244,856$93,063$6,647iApproximate average salary by contribution assumption: employee only about $166,184 at 4% or $110,789 at 6%; with 50% employer match about $110,789 at 4% or $73,860 at 6%; with 100% employer match about $83,092 at 4% or $55,395 at 6%.
Jac Financial Inc. 401(K) Plan-14$244,856$93,063$6,647iApproximate average salary by contribution assumption: employee only about $166,184 at 4% or $110,789 at 6%; with 50% employer match about $110,789 at 4% or $73,860 at 6%; with 100% employer match about $83,092 at 4% or $55,395 at 6%.
2013115$183,691$118,261$7,884iApproximate average salary by contribution assumption: employee only about $197,102 at 4% or $131,401 at 6%; with 50% employer match about $131,401 at 4% or $87,601 at 6%; with 100% employer match about $98,551 at 4% or $65,701 at 6%.
Jac Financial Inc. 401(K) Plan-15$183,691$118,261$7,884iApproximate average salary by contribution assumption: employee only about $197,102 at 4% or $131,401 at 6%; with 50% employer match about $131,401 at 4% or $87,601 at 6%; with 100% employer match about $98,551 at 4% or $65,701 at 6%.
2012111$98,702$97,348$8,850iApproximate average salary by contribution assumption: employee only about $221,245 at 4% or $147,497 at 6%; with 50% employer match about $147,497 at 4% or $98,331 at 6%; with 100% employer match about $110,623 at 4% or $73,748 at 6%.
Jac Financial Inc. 401(K) Plan-11$98,702$97,348$8,850iApproximate average salary by contribution assumption: employee only about $221,245 at 4% or $147,497 at 6%; with 50% employer match about $147,497 at 4% or $98,331 at 6%; with 100% employer match about $110,623 at 4% or $73,748 at 6%.