Jasuta Financial Group Inc.
Plan context: Jasuta Financial Group Retirement Plan
EIN 81-3453180 • 8 filings • 1 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$380,000
2023 Contributions
$100,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Jasuta Financial Group Retirement Plan | - | 0 | - | - | - |
| 2022 | 1 | 1 | $380,000 | $0 | - |
| Jasuta Financial Group Retirement Plan | - | 1 | $380,000 | - | - |
| 2021 | 1 | 2 | $450,000 | $0 | - |
| Jasuta Financial Group Retirement Plan | - | 2 | $450,000 | - | - |
| 2020 | 1 | 1 | $187,400 | $0 | - |
| Jasuta Financial Group Retirement Plan | - | 1 | $187,400 | - | - |
| 2019 | 1 | 1 | $142,000 | $0 | - |
| Jasuta Financial Group Retirement Plan | - | 1 | $142,000 | - | - |
| 2018 | 1 | 1 | $138,000 | $0 | - |
| Jasuta Financial Group Retirement Plan | - | 1 | $138,000 | - | - |
| 2017 | 1 | 1 | $135,877 | $0 | - |
| Jasuta Financial Group Retirement Plan | - | 1 | $135,877 | - | - |
| 2016 | 1 | 1 | $132,000 | $100,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| Jasuta Financial Group Retirement Plan | - | 1 | $132,000 | $100,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |