Civic Intelligence

Jade Financial LLC

Plan context: JADE FINANCIAL, LLC 401(K) PLAN

EIN 82-2208449 • Skokie, IL • 3 filings • 3 plans

7434 Skokie Blvd.Skokie, IL 60077
Current Snapshot

Latest Year

2024

2024 Participants

258

2024 Assets

$30,054

2024 Contributions

$28,006

Historical Graphs

Total Assets Over Time

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

$30,054$15,027$02024YearValue
$30,054Latest year 2024

Participants Over Time

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

25812902024YearValue
258Latest 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
20243258$30,054$28,006$109iApproximate average salary by contribution assumption: employee only about $2,714 at 4% or $1,809 at 6%; with 50% employer match about $1,809 at 4% or $1,206 at 6%; with 100% employer match about $1,357 at 4% or $905 at 6%.
JADE FINANCIAL, LLC 401(K) PLAN-3$30,054$28,006$9,335iApproximate average salary by contribution assumption: employee only about $233,383 at 4% or $155,589 at 6%; with 50% employer match about $155,589 at 4% or $103,726 at 6%; with 100% employer match about $116,692 at 4% or $77,794 at 6%.
Jade Financial LLC Medical and Dental Plan-208---
Jade Financial LLC Ancillary Plan-258---
Jade Financial LLC | EIN 82-2208449 | 2024 Form 5500 Company Profile