Civic Intelligence

Jk Milne Asset Management LLC

Plan context: Jk Milne Asset Management LLC 401K Plan

EIN 83-0397301 • Fort Myers, FL • 11 filings • 3 plans

1520 Royal Palm Square BlvdSuite 210Fort Myers, FL 33919-1053
Current Snapshot

Latest Year

2020

2020 Participants

6

2020 Assets

$1,435,135

2020 Contributions

$106,754

Historical Graphs

Total Assets Over Time

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

$1,435,135$717,568$0201020152020YearValue
$1,435,135Latest year 2020

Participants Over Time

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

840201020152020YearValue
6Latest year 2020

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
202016$1,435,135$106,754$17,792iApproximate average salary by contribution assumption: employee only about $444,808 at 4% or $296,539 at 6%; with 50% employer match about $296,539 at 4% or $197,693 at 6%; with 100% employer match about $222,404 at 4% or $148,269 at 6%.
Jk Milne Asset Management LLC 401K Plan-6$1,435,135$106,754$17,792iApproximate average salary by contribution assumption: employee only about $444,808 at 4% or $296,539 at 6%; with 50% employer match about $296,539 at 4% or $197,693 at 6%; with 100% employer match about $222,404 at 4% or $148,269 at 6%.
201918$1,260,287$90,534$11,317iApproximate average salary by contribution assumption: employee only about $282,919 at 4% or $188,613 at 6%; with 50% employer match about $188,613 at 4% or $125,742 at 6%; with 100% employer match about $141,459 at 4% or $94,306 at 6%.
Jk Milne Asset Management LLC 401K Plan-8$1,260,287$90,534$11,317iApproximate average salary by contribution assumption: employee only about $282,919 at 4% or $188,613 at 6%; with 50% employer match about $188,613 at 4% or $125,742 at 6%; with 100% employer match about $141,459 at 4% or $94,306 at 6%.
201817$979,049$85,995$12,285iApproximate average salary by contribution assumption: employee only about $307,125 at 4% or $204,750 at 6%; with 50% employer match about $204,750 at 4% or $136,500 at 6%; with 100% employer match about $153,563 at 4% or $102,375 at 6%.
Jk Milne Asset Management LLC 401K Plan-7$979,049$85,995$12,285iApproximate average salary by contribution assumption: employee only about $307,125 at 4% or $204,750 at 6%; with 50% employer match about $204,750 at 4% or $136,500 at 6%; with 100% employer match about $153,563 at 4% or $102,375 at 6%.
201717$958,221$104,611$14,944iApproximate average salary by contribution assumption: employee only about $373,611 at 4% or $249,074 at 6%; with 50% employer match about $249,074 at 4% or $166,049 at 6%; with 100% employer match about $186,805 at 4% or $124,537 at 6%.
Jk Milne Asset Management LLC 401K Plan-7$958,221$104,611$14,944iApproximate average salary by contribution assumption: employee only about $373,611 at 4% or $249,074 at 6%; with 50% employer match about $249,074 at 4% or $166,049 at 6%; with 100% employer match about $186,805 at 4% or $124,537 at 6%.
201617$717,490$105,381$15,054iApproximate average salary by contribution assumption: employee only about $376,361 at 4% or $250,907 at 6%; with 50% employer match about $250,907 at 4% or $167,271 at 6%; with 100% employer match about $188,180 at 4% or $125,454 at 6%.
Jk Milne Asset Management LLC 401K Plan-7$717,490$105,381$15,054iApproximate average salary by contribution assumption: employee only about $376,361 at 4% or $250,907 at 6%; with 50% employer match about $250,907 at 4% or $167,271 at 6%; with 100% employer match about $188,180 at 4% or $125,454 at 6%.
201517$564,444$98,211$14,030iApproximate average salary by contribution assumption: employee only about $350,754 at 4% or $233,836 at 6%; with 50% employer match about $233,836 at 4% or $155,890 at 6%; with 100% employer match about $175,377 at 4% or $116,918 at 6%.
Jk Milne Asset Management LLC 401K Plan-7$564,444$98,211$14,030iApproximate average salary by contribution assumption: employee only about $350,754 at 4% or $233,836 at 6%; with 50% employer match about $233,836 at 4% or $155,890 at 6%; with 100% employer match about $175,377 at 4% or $116,918 at 6%.
201416$484,626$101,278$16,880iApproximate average salary by contribution assumption: employee only about $421,992 at 4% or $281,328 at 6%; with 50% employer match about $281,328 at 4% or $187,552 at 6%; with 100% employer match about $210,996 at 4% or $140,664 at 6%.
Jk Milne Asset Management LLC 401K Plan-6$484,626$101,278$16,880iApproximate average salary by contribution assumption: employee only about $421,992 at 4% or $281,328 at 6%; with 50% employer match about $281,328 at 4% or $187,552 at 6%; with 100% employer match about $210,996 at 4% or $140,664 at 6%.
201317$521,146$110,139$15,734iApproximate average salary by contribution assumption: employee only about $393,354 at 4% or $262,236 at 6%; with 50% employer match about $262,236 at 4% or $174,824 at 6%; with 100% employer match about $196,677 at 4% or $131,118 at 6%.
Jk Milne Asset Management LLC 401K Plan-7$521,146$110,139$15,734iApproximate average salary by contribution assumption: employee only about $393,354 at 4% or $262,236 at 6%; with 50% employer match about $262,236 at 4% or $174,824 at 6%; with 100% employer match about $196,677 at 4% or $131,118 at 6%.
201217$360,316$141,934$20,276iApproximate average salary by contribution assumption: employee only about $506,907 at 4% or $337,938 at 6%; with 50% employer match about $337,938 at 4% or $225,292 at 6%; with 100% employer match about $253,454 at 4% or $168,969 at 6%.
Jk Milne Asset Management LLC 401K Plan-7$360,316$141,934$20,276iApproximate average salary by contribution assumption: employee only about $506,907 at 4% or $337,938 at 6%; with 50% employer match about $337,938 at 4% or $225,292 at 6%; with 100% employer match about $253,454 at 4% or $168,969 at 6%.
201117$185,819$122,976$17,568iApproximate average salary by contribution assumption: employee only about $439,200 at 4% or $292,800 at 6%; with 50% employer match about $292,800 at 4% or $195,200 at 6%; with 100% employer match about $219,600 at 4% or $146,400 at 6%.
Jk Milne Asset Management LLC 401K Plan-7$185,819$122,976$17,568iApproximate average salary by contribution assumption: employee only about $439,200 at 4% or $292,800 at 6%; with 50% employer match about $292,800 at 4% or $195,200 at 6%; with 100% employer match about $219,600 at 4% or $146,400 at 6%.
201017$78,558$71,029$10,147iApproximate average salary by contribution assumption: employee only about $253,675 at 4% or $169,117 at 6%; with 50% employer match about $169,117 at 4% or $112,744 at 6%; with 100% employer match about $126,838 at 4% or $84,558 at 6%.
Jk Milne Asset Management LLC 401K Plan-7$78,558$71,029$10,147iApproximate average salary by contribution assumption: employee only about $253,675 at 4% or $169,117 at 6%; with 50% employer match about $169,117 at 4% or $112,744 at 6%; with 100% employer match about $126,838 at 4% or $84,558 at 6%.