Jackson Square Financial Inc. DBA Jackson Square
Plan context: Jsf Profit Sharing Plan
EIN 82-3431365 • San Francisco, CA • 17 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$9,367,012
2025 Contributions
$756,083
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| JSF CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2024 | 2 | 10 | $9,367,012 | $756,083 | $75,608iApproximate average salary by contribution assumption: employee only about $1,890,208 at 4% or $1,260,138 at 6%; with 50% employer match about $1,260,138 at 4% or $840,092 at 6%; with 100% employer match about $945,104 at 4% or $630,069 at 6%. |
| Jsf Profit Sharing Plan | - | 10 | $6,939,844 | $232,472 | $23,247iApproximate average salary by contribution assumption: employee only about $581,180 at 4% or $387,453 at 6%; with 50% employer match about $387,453 at 4% or $258,302 at 6%; with 100% employer match about $290,590 at 4% or $193,727 at 6%. |
| JSF CASH BALANCE PLAN | - | 10 | $2,427,168 | $523,611 | $52,361iApproximate average salary by contribution assumption: employee only about $1,309,028 at 4% or $872,685 at 6%; with 50% employer match about $872,685 at 4% or $581,790 at 6%; with 100% employer match about $654,514 at 4% or $436,343 at 6%. |
| 2023 | 2 | 11 | $7,214,534 | $415,728 | $37,793iApproximate average salary by contribution assumption: employee only about $944,836 at 4% or $629,891 at 6%; with 50% employer match about $629,891 at 4% or $419,927 at 6%; with 100% employer match about $472,418 at 4% or $314,945 at 6%. |
| Jsf Profit Sharing Plan | - | 11 | $5,511,114 | $235,728 | $21,430iApproximate average salary by contribution assumption: employee only about $535,745 at 4% or $357,164 at 6%; with 50% employer match about $357,164 at 4% or $238,109 at 6%; with 100% employer match about $267,873 at 4% or $178,582 at 6%. |
| JSF CASH BALANCE PLAN | - | 9 | $1,703,420 | $180,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2022 | 2 | 11 | $6,079,358 | $446,955 | $40,632iApproximate average salary by contribution assumption: employee only about $1,015,807 at 4% or $677,205 at 6%; with 50% employer match about $677,205 at 4% or $451,470 at 6%; with 100% employer match about $507,903 at 4% or $338,602 at 6%. |
| Jsf Profit Sharing Plan | - | 11 | $4,819,471 | $266,955 | $24,269iApproximate average salary by contribution assumption: employee only about $606,716 at 4% or $404,477 at 6%; with 50% employer match about $404,477 at 4% or $269,652 at 6%; with 100% employer match about $303,358 at 4% or $202,239 at 6%. |
| JSF CASH BALANCE PLAN | - | 10 | $1,259,887 | $180,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| 2021 | 2 | 10 | $7,048,904 | $430,797 | $43,080iApproximate average salary by contribution assumption: employee only about $1,076,993 at 4% or $717,995 at 6%; with 50% employer match about $717,995 at 4% or $478,663 at 6%; with 100% employer match about $538,496 at 4% or $358,998 at 6%. |
| Jsf Profit Sharing Plan | - | 10 | $5,710,278 | $250,797 | $25,080iApproximate average salary by contribution assumption: employee only about $626,993 at 4% or $417,995 at 6%; with 50% employer match about $417,995 at 4% or $278,663 at 6%; with 100% employer match about $313,496 at 4% or $208,998 at 6%. |
| JSF CASH BALANCE PLAN | - | 9 | $1,338,626 | $180,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2020 | 2 | 10 | $5,620,435 | $405,609 | $40,561iApproximate average salary by contribution assumption: employee only about $1,014,023 at 4% or $676,015 at 6%; with 50% employer match about $676,015 at 4% or $450,677 at 6%; with 100% employer match about $507,011 at 4% or $338,008 at 6%. |
| Jsf Profit Sharing Plan | - | 10 | $4,660,058 | $225,609 | $22,561iApproximate average salary by contribution assumption: employee only about $564,023 at 4% or $376,015 at 6%; with 50% employer match about $376,015 at 4% or $250,677 at 6%; with 100% employer match about $282,011 at 4% or $188,008 at 6%. |
| JSF CASH BALANCE PLAN | - | 10 | $960,377 | $180,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| 2019 | 2 | 9 | $4,526,917 | $359,433 | $39,937iApproximate average salary by contribution assumption: employee only about $998,425 at 4% or $665,617 at 6%; with 50% employer match about $665,617 at 4% or $443,744 at 6%; with 100% employer match about $499,213 at 4% or $332,808 at 6%. |
| Jsf Profit Sharing Plan | - | 9 | $3,897,246 | $181,362 | $20,151iApproximate average salary by contribution assumption: employee only about $503,783 at 4% or $335,856 at 6%; with 50% employer match about $335,856 at 4% or $223,904 at 6%; with 100% employer match about $251,892 at 4% or $167,928 at 6%. |
| JSF CASH BALANCE PLAN | - | 9 | $629,671 | $178,071 | $19,786iApproximate average salary by contribution assumption: employee only about $494,642 at 4% or $329,761 at 6%; with 50% employer match about $329,761 at 4% or $219,841 at 6%; with 100% employer match about $247,321 at 4% or $164,881 at 6%. |
| 2018 | 2 | 9 | $3,297,750 | $371,152 | $41,239iApproximate average salary by contribution assumption: employee only about $1,030,978 at 4% or $687,319 at 6%; with 50% employer match about $687,319 at 4% or $458,212 at 6%; with 100% employer match about $515,489 at 4% or $343,659 at 6%. |
| Jsf Profit Sharing Plan | - | 9 | $2,946,509 | $187,436 | $20,826iApproximate average salary by contribution assumption: employee only about $520,656 at 4% or $347,104 at 6%; with 50% employer match about $347,104 at 4% or $231,402 at 6%; with 100% employer match about $260,328 at 4% or $173,552 at 6%. |
| JSF CASH BALANCE PLAN | - | 9 | $351,241 | $183,716 | $20,413iApproximate average salary by contribution assumption: employee only about $510,322 at 4% or $340,215 at 6%; with 50% employer match about $340,215 at 4% or $226,810 at 6%; with 100% employer match about $255,161 at 4% or $170,107 at 6%. |
| 2017 | 2 | 10 | $3,167,688 | $366,592 | $36,659iApproximate average salary by contribution assumption: employee only about $916,480 at 4% or $610,987 at 6%; with 50% employer match about $610,987 at 4% or $407,324 at 6%; with 100% employer match about $458,240 at 4% or $305,493 at 6%. |
| Jsf Profit Sharing Plan | - | 10 | $2,976,429 | $188,551 | $18,855iApproximate average salary by contribution assumption: employee only about $471,377 at 4% or $314,252 at 6%; with 50% employer match about $314,252 at 4% or $209,501 at 6%; with 100% employer match about $235,689 at 4% or $157,126 at 6%. |
| GRAHAM GREEN CASH BALANCE PLAN | - | 9 | $191,259 | $178,041 | $19,782iApproximate average salary by contribution assumption: employee only about $494,558 at 4% or $329,706 at 6%; with 50% employer match about $329,706 at 4% or $219,804 at 6%; with 100% employer match about $247,279 at 4% or $164,853 at 6%. |