Civic Intelligence

William Harrell

Plan context: J & K Solo 401 (K) Trust

EIN 81-2537012 • Miramar Beach, FL • 4 filings • 2 plans

2091 Tradewinds CvMiramar Beach, FL 32550-4805
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$698,609

2019 Contributions

$105,709

Historical Graphs

Total Assets Over Time

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

$698,609$349,305$0201620182019YearValue
$698,609Latest year 2019

Participants Over Time

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

210201620182019YearValue
2Latest year 2019

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
201912$698,609$0-
J & K Solo 401 (K) Trust-2$698,609--
201812$687,340$0-
J & K Solo 401 (K) Trust-2$687,340--
201712$679,934$105,709$52,855iApproximate average salary by contribution assumption: employee only about $1,321,363 at 4% or $880,908 at 6%; with 50% employer match about $880,908 at 4% or $587,272 at 6%; with 100% employer match about $660,681 at 4% or $440,454 at 6%.
J & K Solo 401 (K) Trust-2$679,934$105,709$52,855iApproximate average salary by contribution assumption: employee only about $1,321,363 at 4% or $880,908 at 6%; with 50% employer match about $880,908 at 4% or $587,272 at 6%; with 100% employer match about $660,681 at 4% or $440,454 at 6%.
201612$563,362$320,000$160,000iApproximate average salary by contribution assumption: employee only about $4,000,000 at 4% or $2,666,667 at 6%; with 50% employer match about $2,666,667 at 4% or $1,777,778 at 6%; with 100% employer match about $2,000,000 at 4% or $1,333,333 at 6%.
J & K Solo 401 (K) Trust-2$563,362$320,000$160,000iApproximate average salary by contribution assumption: employee only about $4,000,000 at 4% or $2,666,667 at 6%; with 50% employer match about $2,666,667 at 4% or $1,777,778 at 6%; with 100% employer match about $2,000,000 at 4% or $1,333,333 at 6%.