Civic Intelligence

Jlf & Associates Inc.

Plan context: Jlf and Associates 401(K) Plan

EIN 81-0534249 • Bozeman, MT • 25 filings • 5 plans

140 East MainSuite ABozeman, MT 59715
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$7,531,707

2024 Contributions

$388,329

Historical Graphs

Total Assets Over Time

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

$7,531,707$3,765,854$0200020132024YearValue
$7,531,707Latest year 2024

Participants Over Time

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

28140200020122024YearValue
28Latest 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
2024128$7,531,707$388,329$13,869iApproximate average salary by contribution assumption: employee only about $346,722 at 4% or $231,148 at 6%; with 50% employer match about $231,148 at 4% or $154,099 at 6%; with 100% employer match about $173,361 at 4% or $115,574 at 6%.
Jlf and Associates 401(K) Plan-28$7,531,707$388,329$13,869iApproximate average salary by contribution assumption: employee only about $346,722 at 4% or $231,148 at 6%; with 50% employer match about $231,148 at 4% or $154,099 at 6%; with 100% employer match about $173,361 at 4% or $115,574 at 6%.
2023126$6,060,390$338,196$13,008iApproximate average salary by contribution assumption: employee only about $325,188 at 4% or $216,792 at 6%; with 50% employer match about $216,792 at 4% or $144,528 at 6%; with 100% employer match about $162,594 at 4% or $108,396 at 6%.
Jlf and Associates 401(K) Plan-26$6,060,390$338,196$13,008iApproximate average salary by contribution assumption: employee only about $325,188 at 4% or $216,792 at 6%; with 50% employer match about $216,792 at 4% or $144,528 at 6%; with 100% employer match about $162,594 at 4% or $108,396 at 6%.
2022128$4,608,254$307,845$10,994iApproximate average salary by contribution assumption: employee only about $274,862 at 4% or $183,241 at 6%; with 50% employer match about $183,241 at 4% or $122,161 at 6%; with 100% employer match about $137,431 at 4% or $91,621 at 6%.
Jlf and Associates 401(K) Plan-28$4,608,254$307,845$10,994iApproximate average salary by contribution assumption: employee only about $274,862 at 4% or $183,241 at 6%; with 50% employer match about $183,241 at 4% or $122,161 at 6%; with 100% employer match about $137,431 at 4% or $91,621 at 6%.
2021125$7,060,607$258,459$10,338iApproximate average salary by contribution assumption: employee only about $258,459 at 4% or $172,306 at 6%; with 50% employer match about $172,306 at 4% or $114,871 at 6%; with 100% employer match about $129,230 at 4% or $86,153 at 6%.
Jlf and Associates 401(K) Plan-25$7,060,607$258,459$10,338iApproximate average salary by contribution assumption: employee only about $258,459 at 4% or $172,306 at 6%; with 50% employer match about $172,306 at 4% or $114,871 at 6%; with 100% employer match about $129,230 at 4% or $86,153 at 6%.
2020124$5,875,757$237,441$9,893iApproximate average salary by contribution assumption: employee only about $247,334 at 4% or $164,890 at 6%; with 50% employer match about $164,890 at 4% or $109,926 at 6%; with 100% employer match about $123,667 at 4% or $82,445 at 6%.
Jlf and Associates 401(K) Plan-24$5,875,757$237,441$9,893iApproximate average salary by contribution assumption: employee only about $247,334 at 4% or $164,890 at 6%; with 50% employer match about $164,890 at 4% or $109,926 at 6%; with 100% employer match about $123,667 at 4% or $82,445 at 6%.
2019125$4,956,117$235,397$9,416iApproximate average salary by contribution assumption: employee only about $235,397 at 4% or $156,931 at 6%; with 50% employer match about $156,931 at 4% or $104,621 at 6%; with 100% employer match about $117,698 at 4% or $78,466 at 6%.
Jlf and Associates 401(K) Plan-25$4,956,117$235,397$9,416iApproximate average salary by contribution assumption: employee only about $235,397 at 4% or $156,931 at 6%; with 50% employer match about $156,931 at 4% or $104,621 at 6%; with 100% employer match about $117,698 at 4% or $78,466 at 6%.
2018124$3,785,779$227,033$9,460iApproximate average salary by contribution assumption: employee only about $236,493 at 4% or $157,662 at 6%; with 50% employer match about $157,662 at 4% or $105,108 at 6%; with 100% employer match about $118,246 at 4% or $78,831 at 6%.
Jlf and Associates 401(K) Plan-24$3,785,779$227,033$9,460iApproximate average salary by contribution assumption: employee only about $236,493 at 4% or $157,662 at 6%; with 50% employer match about $157,662 at 4% or $105,108 at 6%; with 100% employer match about $118,246 at 4% or $78,831 at 6%.
2017123$3,885,517$204,514$8,892iApproximate average salary by contribution assumption: employee only about $222,298 at 4% or $148,199 at 6%; with 50% employer match about $148,199 at 4% or $98,799 at 6%; with 100% employer match about $111,149 at 4% or $74,099 at 6%.
Jlf and Associates 401(K) Plan-23$3,885,517$204,514$8,892iApproximate average salary by contribution assumption: employee only about $222,298 at 4% or $148,199 at 6%; with 50% employer match about $148,199 at 4% or $98,799 at 6%; with 100% employer match about $111,149 at 4% or $74,099 at 6%.
2016119$2,967,738$164,252$8,645iApproximate average salary by contribution assumption: employee only about $216,121 at 4% or $144,081 at 6%; with 50% employer match about $144,081 at 4% or $96,054 at 6%; with 100% employer match about $108,061 at 4% or $72,040 at 6%.
Jlf and Associates 401(K) Plan-19$2,967,738$164,252$8,645iApproximate average salary by contribution assumption: employee only about $216,121 at 4% or $144,081 at 6%; with 50% employer match about $144,081 at 4% or $96,054 at 6%; with 100% employer match about $108,061 at 4% or $72,040 at 6%.
2015118$2,638,865$175,800$9,767iApproximate average salary by contribution assumption: employee only about $244,167 at 4% or $162,778 at 6%; with 50% employer match about $162,778 at 4% or $108,519 at 6%; with 100% employer match about $122,083 at 4% or $81,389 at 6%.
Jlf and Associates 401(K) Plan-18$2,638,865$175,800$9,767iApproximate average salary by contribution assumption: employee only about $244,167 at 4% or $162,778 at 6%; with 50% employer match about $162,778 at 4% or $108,519 at 6%; with 100% employer match about $122,083 at 4% or $81,389 at 6%.
2014117$2,414,152$169,673$9,981iApproximate average salary by contribution assumption: employee only about $249,519 at 4% or $166,346 at 6%; with 50% employer match about $166,346 at 4% or $110,897 at 6%; with 100% employer match about $124,760 at 4% or $83,173 at 6%.
Jlf and Associates 401(K) Plan-17$2,414,152$169,673$9,981iApproximate average salary by contribution assumption: employee only about $249,519 at 4% or $166,346 at 6%; with 50% employer match about $166,346 at 4% or $110,897 at 6%; with 100% employer match about $124,760 at 4% or $83,173 at 6%.
2013120$2,204,883$161,984$8,099iApproximate average salary by contribution assumption: employee only about $202,480 at 4% or $134,987 at 6%; with 50% employer match about $134,987 at 4% or $89,991 at 6%; with 100% employer match about $101,240 at 4% or $67,493 at 6%.
Jlf and Associates 401(K) Plan-20$2,204,883$161,984$8,099iApproximate average salary by contribution assumption: employee only about $202,480 at 4% or $134,987 at 6%; with 50% employer match about $134,987 at 4% or $89,991 at 6%; with 100% employer match about $101,240 at 4% or $67,493 at 6%.
2012119$1,574,110$172,707$9,090iApproximate average salary by contribution assumption: employee only about $227,246 at 4% or $151,497 at 6%; with 50% employer match about $151,497 at 4% or $100,998 at 6%; with 100% employer match about $113,623 at 4% or $75,749 at 6%.
Jlf and Associates 401(K) Plan-19$1,574,110$172,707$9,090iApproximate average salary by contribution assumption: employee only about $227,246 at 4% or $151,497 at 6%; with 50% employer match about $151,497 at 4% or $100,998 at 6%; with 100% employer match about $113,623 at 4% or $75,749 at 6%.
2011118$1,193,118$157,284$8,738iApproximate average salary by contribution assumption: employee only about $218,450 at 4% or $145,633 at 6%; with 50% employer match about $145,633 at 4% or $97,089 at 6%; with 100% employer match about $109,225 at 4% or $72,817 at 6%.
Jlf and Associates 401(K) Plan-18$1,193,118$157,284$8,738iApproximate average salary by contribution assumption: employee only about $218,450 at 4% or $145,633 at 6%; with 50% employer match about $145,633 at 4% or $97,089 at 6%; with 100% employer match about $109,225 at 4% or $72,817 at 6%.
2010119$1,435,082$175,054$9,213iApproximate average salary by contribution assumption: employee only about $230,334 at 4% or $153,556 at 6%; with 50% employer match about $153,556 at 4% or $102,371 at 6%; with 100% employer match about $115,167 at 4% or $76,778 at 6%.
Jlf and Associates 401(K) Plan-19$1,435,082$175,054$9,213iApproximate average salary by contribution assumption: employee only about $230,334 at 4% or $153,556 at 6%; with 50% employer match about $153,556 at 4% or $102,371 at 6%; with 100% employer match about $115,167 at 4% or $76,778 at 6%.
2009120$1,091,512$158,031$7,902iApproximate average salary by contribution assumption: employee only about $197,539 at 4% or $131,693 at 6%; with 50% employer match about $131,693 at 4% or $87,795 at 6%; with 100% employer match about $98,769 at 4% or $65,846 at 6%.
Jlf and Associates 401(K) Plan-20$1,091,512$158,031$7,902iApproximate average salary by contribution assumption: employee only about $197,539 at 4% or $131,693 at 6%; with 50% employer match about $131,693 at 4% or $87,795 at 6%; with 100% employer match about $98,769 at 4% or $65,846 at 6%.
2008123$690,468$153,571$6,677iApproximate average salary by contribution assumption: employee only about $166,925 at 4% or $111,283 at 6%; with 50% employer match about $111,283 at 4% or $74,189 at 6%; with 100% employer match about $83,463 at 4% or $55,642 at 6%.
Jlf and Associates 401(K) Plan-23$690,468$153,571$6,677iApproximate average salary by contribution assumption: employee only about $166,925 at 4% or $111,283 at 6%; with 50% employer match about $111,283 at 4% or $74,189 at 6%; with 100% employer match about $83,463 at 4% or $55,642 at 6%.
2007125$977,312$145,854$5,834iApproximate average salary by contribution assumption: employee only about $145,854 at 4% or $97,236 at 6%; with 50% employer match about $97,236 at 4% or $64,824 at 6%; with 100% employer match about $72,927 at 4% or $48,618 at 6%.
Jlf and Associates 401(K) Plan-25$977,312$145,854$5,834iApproximate average salary by contribution assumption: employee only about $145,854 at 4% or $97,236 at 6%; with 50% employer match about $97,236 at 4% or $64,824 at 6%; with 100% employer match about $72,927 at 4% or $48,618 at 6%.
2006121$758,021$128,835$6,135iApproximate average salary by contribution assumption: employee only about $153,375 at 4% or $102,250 at 6%; with 50% employer match about $102,250 at 4% or $68,167 at 6%; with 100% employer match about $76,688 at 4% or $51,125 at 6%.
Jlf and Associates 401(K) Plan-21$758,021$128,835$6,135iApproximate average salary by contribution assumption: employee only about $153,375 at 4% or $102,250 at 6%; with 50% employer match about $102,250 at 4% or $68,167 at 6%; with 100% employer match about $76,688 at 4% or $51,125 at 6%.
2005125$558,406$121,853$4,874iApproximate average salary by contribution assumption: employee only about $121,853 at 4% or $81,235 at 6%; with 50% employer match about $81,235 at 4% or $54,157 at 6%; with 100% employer match about $60,927 at 4% or $40,618 at 6%.
Jlf and Associates 401(K) Plan-25$558,406$121,853$4,874iApproximate average salary by contribution assumption: employee only about $121,853 at 4% or $81,235 at 6%; with 50% employer match about $81,235 at 4% or $54,157 at 6%; with 100% employer match about $60,927 at 4% or $40,618 at 6%.
2004120$400,282$104,706$5,235iApproximate average salary by contribution assumption: employee only about $130,883 at 4% or $87,255 at 6%; with 50% employer match about $87,255 at 4% or $58,170 at 6%; with 100% employer match about $65,441 at 4% or $43,628 at 6%.
Jlf and Associates 401(K) Plan-20$400,282$104,706$5,235iApproximate average salary by contribution assumption: employee only about $130,883 at 4% or $87,255 at 6%; with 50% employer match about $87,255 at 4% or $58,170 at 6%; with 100% employer match about $65,441 at 4% or $43,628 at 6%.
2003118$267,476$94,458$5,248iApproximate average salary by contribution assumption: employee only about $131,192 at 4% or $87,461 at 6%; with 50% employer match about $87,461 at 4% or $58,307 at 6%; with 100% employer match about $65,596 at 4% or $43,731 at 6%.
Jlf and Associates 401(K) Plan-18$267,476$94,458$5,248iApproximate average salary by contribution assumption: employee only about $131,192 at 4% or $87,461 at 6%; with 50% employer match about $87,461 at 4% or $58,307 at 6%; with 100% employer match about $65,596 at 4% or $43,731 at 6%.
2002115$134,217$93,955$6,264iApproximate average salary by contribution assumption: employee only about $156,592 at 4% or $104,394 at 6%; with 50% employer match about $104,394 at 4% or $69,596 at 6%; with 100% employer match about $78,296 at 4% or $52,197 at 6%.
Jlf and Associates 401(K) Plan-15$134,217$93,955$6,264iApproximate average salary by contribution assumption: employee only about $156,592 at 4% or $104,394 at 6%; with 50% employer match about $104,394 at 4% or $69,596 at 6%; with 100% employer match about $78,296 at 4% or $52,197 at 6%.
2001115$0$0-
Jlf and Associates 401(K) Plan-15---
2000114$32,695$23,710$1,694iApproximate average salary by contribution assumption: employee only about $42,339 at 4% or $28,226 at 6%; with 50% employer match about $28,226 at 4% or $18,817 at 6%; with 100% employer match about $21,170 at 4% or $14,113 at 6%.
Jlf and Associates 401(K) Plan-14$32,695$23,710$1,694iApproximate average salary by contribution assumption: employee only about $42,339 at 4% or $28,226 at 6%; with 50% employer match about $28,226 at 4% or $18,817 at 6%; with 100% employer match about $21,170 at 4% or $14,113 at 6%.