Civic Intelligence

JOSE JORDAN & ASSOCIATES, APLC

Plan context: JOSE JORDAN & ASSOCIATES, APLC 401(K) PLAN

EIN 83-2391268 • Covina, CA • 6 filings • 1 plans

100 S. Citrus AveSte 204Covina, CA 91723
Current Snapshot

Latest Year

2025

2025 Participants

28

2025 Assets

$459,676

2025 Contributions

$115,122

Historical Graphs

Total Assets Over Time

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

$459,676$229,838$0202020232025YearValue
$459,676Latest year 2025

Participants Over Time

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

28140202020232025YearValue
28Latest 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
2025128$459,676$115,122$4,112iApproximate average salary by contribution assumption: employee only about $102,788 at 4% or $68,525 at 6%; with 50% employer match about $68,525 at 4% or $45,683 at 6%; with 100% employer match about $51,394 at 4% or $34,263 at 6%.
JOSE JORDAN & ASSOCIATES, APLC 401(K) PLAN-28$459,676$115,122$4,112iApproximate average salary by contribution assumption: employee only about $102,788 at 4% or $68,525 at 6%; with 50% employer match about $68,525 at 4% or $45,683 at 6%; with 100% employer match about $51,394 at 4% or $34,263 at 6%.
2024125$316,243$104,713$4,189iApproximate average salary by contribution assumption: employee only about $104,713 at 4% or $69,809 at 6%; with 50% employer match about $69,809 at 4% or $46,539 at 6%; with 100% employer match about $52,357 at 4% or $34,904 at 6%.
JOSE JORDAN & ASSOCIATES, APLC 401(K) PLAN-25$316,243$104,713$4,189iApproximate average salary by contribution assumption: employee only about $104,713 at 4% or $69,809 at 6%; with 50% employer match about $69,809 at 4% or $46,539 at 6%; with 100% employer match about $52,357 at 4% or $34,904 at 6%.
2023124$243,511$80,364$3,349iApproximate average salary by contribution assumption: employee only about $83,713 at 4% or $55,808 at 6%; with 50% employer match about $55,808 at 4% or $37,206 at 6%; with 100% employer match about $41,856 at 4% or $27,904 at 6%.
JOSE JORDAN & ASSOCIATES, APLC 401(K) PLAN-24$243,511$80,364$3,349iApproximate average salary by contribution assumption: employee only about $83,713 at 4% or $55,808 at 6%; with 50% employer match about $55,808 at 4% or $37,206 at 6%; with 100% employer match about $41,856 at 4% or $27,904 at 6%.
2022122$133,766$88,455$4,021iApproximate average salary by contribution assumption: employee only about $100,517 at 4% or $67,011 at 6%; with 50% employer match about $67,011 at 4% or $44,674 at 6%; with 100% employer match about $50,259 at 4% or $33,506 at 6%.
JOSE JORDAN & ASSOCIATES, APLC 401(K) PLAN-22$133,766$88,455$4,021iApproximate average salary by contribution assumption: employee only about $100,517 at 4% or $67,011 at 6%; with 50% employer match about $67,011 at 4% or $44,674 at 6%; with 100% employer match about $50,259 at 4% or $33,506 at 6%.
2021115$61,681$57,800$3,853iApproximate average salary by contribution assumption: employee only about $96,333 at 4% or $64,222 at 6%; with 50% employer match about $64,222 at 4% or $42,815 at 6%; with 100% employer match about $48,167 at 4% or $32,111 at 6%.
JOSE JORDAN & ASSOCIATES, APLC 401(K) PLAN-15$61,681$57,800$3,853iApproximate average salary by contribution assumption: employee only about $96,333 at 4% or $64,222 at 6%; with 50% employer match about $64,222 at 4% or $42,815 at 6%; with 100% employer match about $48,167 at 4% or $32,111 at 6%.
202015$1,801$1,775$355iApproximate average salary by contribution assumption: employee only about $8,875 at 4% or $5,917 at 6%; with 50% employer match about $5,917 at 4% or $3,944 at 6%; with 100% employer match about $4,438 at 4% or $2,958 at 6%.
JOSE JORDAN & ASSOCIATES, APLC 401(K) PLAN-5$1,801$1,775$355iApproximate average salary by contribution assumption: employee only about $8,875 at 4% or $5,917 at 6%; with 50% employer match about $5,917 at 4% or $3,944 at 6%; with 100% employer match about $4,438 at 4% or $2,958 at 6%.