Civic Intelligence

JPM STRATEGIES INC

Plan context: JPM STRATEGIES INC 401(K) PLAN

EIN 82-0813302 • Rowlett, TX • 6 filings • 1 plans

PO Box 1888Rowlett, TX 75030
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$470,894

2025 Contributions

$74,346

Historical Graphs

Total Assets Over Time

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

$470,894$235,447$0202020232025YearValue
$470,894Latest year 2025

Participants Over Time

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

210202020232025YearValue
2Latest year 2025

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
202512$470,894$74,346$37,173iApproximate average salary by contribution assumption: employee only about $929,325 at 4% or $619,550 at 6%; with 50% employer match about $619,550 at 4% or $413,033 at 6%; with 100% employer match about $464,663 at 4% or $309,775 at 6%.
JPM STRATEGIES INC 401(K) PLAN-2$470,894$74,346$37,173iApproximate average salary by contribution assumption: employee only about $929,325 at 4% or $619,550 at 6%; with 50% employer match about $619,550 at 4% or $413,033 at 6%; with 100% employer match about $464,663 at 4% or $309,775 at 6%.
202412$329,927$65,555$32,778iApproximate average salary by contribution assumption: employee only about $819,438 at 4% or $546,292 at 6%; with 50% employer match about $546,292 at 4% or $364,194 at 6%; with 100% employer match about $409,719 at 4% or $273,146 at 6%.
JPM STRATEGIES INC 401(K) PLAN-2$329,927$65,555$32,778iApproximate average salary by contribution assumption: employee only about $819,438 at 4% or $546,292 at 6%; with 50% employer match about $546,292 at 4% or $364,194 at 6%; with 100% employer match about $409,719 at 4% or $273,146 at 6%.
202312$230,576$65,624$32,812iApproximate average salary by contribution assumption: employee only about $820,300 at 4% or $546,867 at 6%; with 50% employer match about $546,867 at 4% or $364,578 at 6%; with 100% employer match about $410,150 at 4% or $273,433 at 6%.
JPM STRATEGIES INC 401(K) PLAN-2$230,576$65,624$32,812iApproximate average salary by contribution assumption: employee only about $820,300 at 4% or $546,867 at 6%; with 50% employer match about $546,867 at 4% or $364,578 at 6%; with 100% employer match about $410,150 at 4% or $273,433 at 6%.
202212$133,769$58,527$29,264iApproximate average salary by contribution assumption: employee only about $731,588 at 4% or $487,725 at 6%; with 50% employer match about $487,725 at 4% or $325,150 at 6%; with 100% employer match about $365,794 at 4% or $243,863 at 6%.
JPM STRATEGIES INC 401(K) PLAN-2$133,769$58,527$29,264iApproximate average salary by contribution assumption: employee only about $731,588 at 4% or $487,725 at 6%; with 50% employer match about $487,725 at 4% or $325,150 at 6%; with 100% employer match about $365,794 at 4% or $243,863 at 6%.
202112$92,970$58,866$29,433iApproximate average salary by contribution assumption: employee only about $735,825 at 4% or $490,550 at 6%; with 50% employer match about $490,550 at 4% or $327,033 at 6%; with 100% employer match about $367,913 at 4% or $245,275 at 6%.
JPM STRATEGIES INC 401(K) PLAN-2$92,970$58,866$29,433iApproximate average salary by contribution assumption: employee only about $735,825 at 4% or $490,550 at 6%; with 50% employer match about $490,550 at 4% or $327,033 at 6%; with 100% employer match about $367,913 at 4% or $245,275 at 6%.
202012$25,403$21,855$10,928iApproximate average salary by contribution assumption: employee only about $273,188 at 4% or $182,125 at 6%; with 50% employer match about $182,125 at 4% or $121,417 at 6%; with 100% employer match about $136,594 at 4% or $91,063 at 6%.
JPM STRATEGIES INC 401(K) PLAN-2$25,403$21,855$10,928iApproximate average salary by contribution assumption: employee only about $273,188 at 4% or $182,125 at 6%; with 50% employer match about $182,125 at 4% or $121,417 at 6%; with 100% employer match about $136,594 at 4% or $91,063 at 6%.