Civic Intelligence

J. Wilson Advisors

Plan context: J. Wilson Advisors 401K Plan

EIN 83-8346858 • Washington, DC • 7 filings • 1 plans

2101 L Street St. NWSuite 300Washington, DC 20037
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,311,736

2025 Contributions

$143,220

Historical Graphs

Total Assets Over Time

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

$1,311,736$655,868$0201920222025YearValue
$1,311,736Latest year 2025

Participants Over Time

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

420201920222025YearValue
4Latest 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
202514$1,311,736$143,220$35,805iApproximate average salary by contribution assumption: employee only about $895,125 at 4% or $596,750 at 6%; with 50% employer match about $596,750 at 4% or $397,833 at 6%; with 100% employer match about $447,563 at 4% or $298,375 at 6%.
J. Wilson Advisors 401K Plan-4$1,311,736$143,220$35,805iApproximate average salary by contribution assumption: employee only about $895,125 at 4% or $596,750 at 6%; with 50% employer match about $596,750 at 4% or $397,833 at 6%; with 100% employer match about $447,563 at 4% or $298,375 at 6%.
202414$1,010,273$148,395$37,099iApproximate average salary by contribution assumption: employee only about $927,469 at 4% or $618,313 at 6%; with 50% employer match about $618,313 at 4% or $412,208 at 6%; with 100% employer match about $463,734 at 4% or $309,156 at 6%.
J. Wilson Advisors 401K Plan-4$1,010,273$148,395$37,099iApproximate average salary by contribution assumption: employee only about $927,469 at 4% or $618,313 at 6%; with 50% employer match about $618,313 at 4% or $412,208 at 6%; with 100% employer match about $463,734 at 4% or $309,156 at 6%.
202314$759,661$148,014$37,004iApproximate average salary by contribution assumption: employee only about $925,088 at 4% or $616,725 at 6%; with 50% employer match about $616,725 at 4% or $411,150 at 6%; with 100% employer match about $462,544 at 4% or $308,363 at 6%.
J. Wilson Advisors 401K Plan-4$759,661$148,014$37,004iApproximate average salary by contribution assumption: employee only about $925,088 at 4% or $616,725 at 6%; with 50% employer match about $616,725 at 4% or $411,150 at 6%; with 100% employer match about $462,544 at 4% or $308,363 at 6%.
202214$511,729$140,300$35,075iApproximate average salary by contribution assumption: employee only about $876,875 at 4% or $584,583 at 6%; with 50% employer match about $584,583 at 4% or $389,722 at 6%; with 100% employer match about $438,438 at 4% or $292,292 at 6%.
J. Wilson Advisors 401K Plan-4$511,729$140,300$35,075iApproximate average salary by contribution assumption: employee only about $876,875 at 4% or $584,583 at 6%; with 50% employer match about $584,583 at 4% or $389,722 at 6%; with 100% employer match about $438,438 at 4% or $292,292 at 6%.
202114$430,876$129,369$32,342iApproximate average salary by contribution assumption: employee only about $808,556 at 4% or $539,038 at 6%; with 50% employer match about $539,038 at 4% or $359,358 at 6%; with 100% employer match about $404,278 at 4% or $269,519 at 6%.
J. Wilson Advisors 401K Plan-4$430,876$129,369$32,342iApproximate average salary by contribution assumption: employee only about $808,556 at 4% or $539,038 at 6%; with 50% employer match about $539,038 at 4% or $359,358 at 6%; with 100% employer match about $404,278 at 4% or $269,519 at 6%.
202014$258,920$106,913$26,728iApproximate average salary by contribution assumption: employee only about $668,206 at 4% or $445,471 at 6%; with 50% employer match about $445,471 at 4% or $296,981 at 6%; with 100% employer match about $334,103 at 4% or $222,735 at 6%.
J. Wilson Advisors 401K Plan-4$258,920$106,913$26,728iApproximate average salary by contribution assumption: employee only about $668,206 at 4% or $445,471 at 6%; with 50% employer match about $445,471 at 4% or $296,981 at 6%; with 100% employer match about $334,103 at 4% or $222,735 at 6%.
201914$129,720$129,533$32,383iApproximate average salary by contribution assumption: employee only about $809,581 at 4% or $539,721 at 6%; with 50% employer match about $539,721 at 4% or $359,814 at 6%; with 100% employer match about $404,791 at 4% or $269,860 at 6%.
J. Wilson Advisors 401K Plan-4$129,720$129,533$32,383iApproximate average salary by contribution assumption: employee only about $809,581 at 4% or $539,721 at 6%; with 50% employer match about $539,721 at 4% or $359,814 at 6%; with 100% employer match about $404,791 at 4% or $269,860 at 6%.