Civic Intelligence

Jl Wu Gonzalez LLC

Plan context: Jl Wu Gonzalez LLC 401(K) Profit Sharing Plan & Trust

EIN 82-4920809 • Powell, OH • 5 filings • 2 plans

3998 Powell RdPowell, OH 43065-7662
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$234,488

2024 Contributions

$86,836

Historical Graphs

Total Assets Over Time

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

$234,488$117,244$0202020222024YearValue
$234,488Latest year 2024

Participants Over Time

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

530202020222024YearValue
5Latest 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
202415$234,488$86,836$17,367iApproximate average salary by contribution assumption: employee only about $434,180 at 4% or $289,453 at 6%; with 50% employer match about $289,453 at 4% or $192,969 at 6%; with 100% employer match about $217,090 at 4% or $144,727 at 6%.
Jl Wu Gonzalez LLC 401(K) Profit Sharing Plan & Trust-5$234,488$86,836$17,367iApproximate average salary by contribution assumption: employee only about $434,180 at 4% or $289,453 at 6%; with 50% employer match about $289,453 at 4% or $192,969 at 6%; with 100% employer match about $217,090 at 4% or $144,727 at 6%.
202314$124,016$39,539$9,885iApproximate average salary by contribution assumption: employee only about $247,119 at 4% or $164,746 at 6%; with 50% employer match about $164,746 at 4% or $109,831 at 6%; with 100% employer match about $123,559 at 4% or $82,373 at 6%.
Jl Wu Gonzalez LLC 401(K) Profit Sharing Plan & Trust-4$124,016$39,539$9,885iApproximate average salary by contribution assumption: employee only about $247,119 at 4% or $164,746 at 6%; with 50% employer match about $164,746 at 4% or $109,831 at 6%; with 100% employer match about $123,559 at 4% or $82,373 at 6%.
202213$70,610$55,323$18,441iApproximate average salary by contribution assumption: employee only about $461,025 at 4% or $307,350 at 6%; with 50% employer match about $307,350 at 4% or $204,900 at 6%; with 100% employer match about $230,513 at 4% or $153,675 at 6%.
Jl Wu Gonzalez LLC 401(K) Profit Sharing Plan & Trust-3$70,610$55,323$18,441iApproximate average salary by contribution assumption: employee only about $461,025 at 4% or $307,350 at 6%; with 50% employer match about $307,350 at 4% or $204,900 at 6%; with 100% employer match about $230,513 at 4% or $153,675 at 6%.
202111$25,344$2,929$2,929iApproximate average salary by contribution assumption: employee only about $73,225 at 4% or $48,817 at 6%; with 50% employer match about $48,817 at 4% or $32,544 at 6%; with 100% employer match about $36,613 at 4% or $24,408 at 6%.
Jl Wu Gonzalez LLC 401(K) Profit Sharing Plan & Trust-1$25,344$2,929$2,929iApproximate average salary by contribution assumption: employee only about $73,225 at 4% or $48,817 at 6%; with 50% employer match about $48,817 at 4% or $32,544 at 6%; with 100% employer match about $36,613 at 4% or $24,408 at 6%.
202011$19,733$19,500$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
Jl Wu Gonzalez LLC 401(K) Profit Sharing Plan & Trust-1$19,733$19,500$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.