Jordon Perlmutter & Co.
Plan context: Jordon Perlmutter & Co. 401 K Plan
EIN 84-1129238 • Denver, CO • 21 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$720,420
2024 Contributions
$57,784
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $720,420 | $57,784 | $5,778iApproximate average salary by contribution assumption: employee only about $144,460 at 4% or $96,307 at 6%; with 50% employer match about $96,307 at 4% or $64,204 at 6%; with 100% employer match about $72,230 at 4% or $48,153 at 6%. |
| Jordon Perlmutter & Co. 401 K Plan | - | 10 | $720,420 | $57,784 | $5,778iApproximate average salary by contribution assumption: employee only about $144,460 at 4% or $96,307 at 6%; with 50% employer match about $96,307 at 4% or $64,204 at 6%; with 100% employer match about $72,230 at 4% or $48,153 at 6%. |
| 2023 | 1 | 7 | $698,666 | $53,082 | $7,583iApproximate average salary by contribution assumption: employee only about $189,579 at 4% or $126,386 at 6%; with 50% employer match about $126,386 at 4% or $84,257 at 6%; with 100% employer match about $94,789 at 4% or $63,193 at 6%. |
| Jordon Perlmutter & Co. 401 K Plan | - | 7 | $698,666 | $53,082 | $7,583iApproximate average salary by contribution assumption: employee only about $189,579 at 4% or $126,386 at 6%; with 50% employer match about $126,386 at 4% or $84,257 at 6%; with 100% employer match about $94,789 at 4% or $63,193 at 6%. |
| 2022 | 1 | 8 | $587,678 | $47,464 | $5,933iApproximate average salary by contribution assumption: employee only about $148,325 at 4% or $98,883 at 6%; with 50% employer match about $98,883 at 4% or $65,922 at 6%; with 100% employer match about $74,163 at 4% or $49,442 at 6%. |
| Jordon Perlmutter & Co. 401 K Plan | - | 8 | $587,678 | $47,464 | $5,933iApproximate average salary by contribution assumption: employee only about $148,325 at 4% or $98,883 at 6%; with 50% employer match about $98,883 at 4% or $65,922 at 6%; with 100% employer match about $74,163 at 4% or $49,442 at 6%. |
| 2021 | 1 | 9 | $882,102 | $51,311 | $5,701iApproximate average salary by contribution assumption: employee only about $142,531 at 4% or $95,020 at 6%; with 50% employer match about $95,020 at 4% or $63,347 at 6%; with 100% employer match about $71,265 at 4% or $47,510 at 6%. |
| Jordon Perlmutter & Co. 401 K Plan | - | 9 | $882,102 | $51,311 | $5,701iApproximate average salary by contribution assumption: employee only about $142,531 at 4% or $95,020 at 6%; with 50% employer match about $95,020 at 4% or $63,347 at 6%; with 100% employer match about $71,265 at 4% or $47,510 at 6%. |
| 2020 | 1 | 9 | $744,126 | $70,461 | $7,829iApproximate average salary by contribution assumption: employee only about $195,725 at 4% or $130,483 at 6%; with 50% employer match about $130,483 at 4% or $86,989 at 6%; with 100% employer match about $97,863 at 4% or $65,242 at 6%. |
| Jordon Perlmutter & Co. 401 K Plan | - | 9 | $744,126 | $70,461 | $7,829iApproximate average salary by contribution assumption: employee only about $195,725 at 4% or $130,483 at 6%; with 50% employer match about $130,483 at 4% or $86,989 at 6%; with 100% employer match about $97,863 at 4% or $65,242 at 6%. |
| 2019 | 1 | 8 | $557,529 | $62,590 | $7,824iApproximate average salary by contribution assumption: employee only about $195,594 at 4% or $130,396 at 6%; with 50% employer match about $130,396 at 4% or $86,931 at 6%; with 100% employer match about $97,797 at 4% or $65,198 at 6%. |
| Jordon Perlmutter & Co. 401 K Plan | - | 8 | $557,529 | $62,590 | $7,824iApproximate average salary by contribution assumption: employee only about $195,594 at 4% or $130,396 at 6%; with 50% employer match about $130,396 at 4% or $86,931 at 6%; with 100% employer match about $97,797 at 4% or $65,198 at 6%. |
| 2018 | 1 | 9 | $845,589 | $85,229 | $9,470iApproximate average salary by contribution assumption: employee only about $236,747 at 4% or $157,831 at 6%; with 50% employer match about $157,831 at 4% or $105,221 at 6%; with 100% employer match about $118,374 at 4% or $78,916 at 6%. |
| Jordon Perlmutter & Co. 401 K Plan | - | 9 | $845,589 | $85,229 | $9,470iApproximate average salary by contribution assumption: employee only about $236,747 at 4% or $157,831 at 6%; with 50% employer match about $157,831 at 4% or $105,221 at 6%; with 100% employer match about $118,374 at 4% or $78,916 at 6%. |
| 2017 | 1 | 10 | $1,052,472 | $83,396 | $8,340iApproximate average salary by contribution assumption: employee only about $208,490 at 4% or $138,993 at 6%; with 50% employer match about $138,993 at 4% or $92,662 at 6%; with 100% employer match about $104,245 at 4% or $69,497 at 6%. |
| Jordon Perlmutter & Co. 401 K Plan | - | 10 | $1,052,472 | $83,396 | $8,340iApproximate average salary by contribution assumption: employee only about $208,490 at 4% or $138,993 at 6%; with 50% employer match about $138,993 at 4% or $92,662 at 6%; with 100% employer match about $104,245 at 4% or $69,497 at 6%. |
| 2016 | 1 | 10 | $989,305 | $82,485 | $8,249iApproximate average salary by contribution assumption: employee only about $206,213 at 4% or $137,475 at 6%; with 50% employer match about $137,475 at 4% or $91,650 at 6%; with 100% employer match about $103,106 at 4% or $68,738 at 6%. |
| Jordon Perlmutter & Co. 401 K Plan | - | 10 | $989,305 | $82,485 | $8,249iApproximate average salary by contribution assumption: employee only about $206,213 at 4% or $137,475 at 6%; with 50% employer match about $137,475 at 4% or $91,650 at 6%; with 100% employer match about $103,106 at 4% or $68,738 at 6%. |
| 2015 | 1 | 10 | $1,044,686 | $91,660 | $9,166iApproximate average salary by contribution assumption: employee only about $229,150 at 4% or $152,767 at 6%; with 50% employer match about $152,767 at 4% or $101,844 at 6%; with 100% employer match about $114,575 at 4% or $76,383 at 6%. |
| Jordon Perlmutter & Co. 401 K Plan | - | 10 | $1,044,686 | $91,660 | $9,166iApproximate average salary by contribution assumption: employee only about $229,150 at 4% or $152,767 at 6%; with 50% employer match about $152,767 at 4% or $101,844 at 6%; with 100% employer match about $114,575 at 4% or $76,383 at 6%. |
| 2014 | 1 | 23 | $980,050 | $98,045 | $4,263iApproximate average salary by contribution assumption: employee only about $106,571 at 4% or $71,047 at 6%; with 50% employer match about $71,047 at 4% or $47,365 at 6%; with 100% employer match about $53,285 at 4% or $35,524 at 6%. |
| Jordon Perlmutter & Co. 401 K Plan | - | 23 | $980,050 | $98,045 | $4,263iApproximate average salary by contribution assumption: employee only about $106,571 at 4% or $71,047 at 6%; with 50% employer match about $71,047 at 4% or $47,365 at 6%; with 100% employer match about $53,285 at 4% or $35,524 at 6%. |
| 2013 | 1 | 23 | $837,703 | $82,988 | $3,608iApproximate average salary by contribution assumption: employee only about $90,204 at 4% or $60,136 at 6%; with 50% employer match about $60,136 at 4% or $40,091 at 6%; with 100% employer match about $45,102 at 4% or $30,068 at 6%. |
| Jordon Perlmutter & Co. 401 K Plan | - | 23 | $837,703 | $82,988 | $3,608iApproximate average salary by contribution assumption: employee only about $90,204 at 4% or $60,136 at 6%; with 50% employer match about $60,136 at 4% or $40,091 at 6%; with 100% employer match about $45,102 at 4% or $30,068 at 6%. |
| 2012 | 1 | 10 | $702,354 | $80,144 | $8,014iApproximate average salary by contribution assumption: employee only about $200,360 at 4% or $133,573 at 6%; with 50% employer match about $133,573 at 4% or $89,049 at 6%; with 100% employer match about $100,180 at 4% or $66,787 at 6%. |
| Jordon Perlmutter & Co. 401 K Plan | - | 10 | $702,354 | $80,144 | $8,014iApproximate average salary by contribution assumption: employee only about $200,360 at 4% or $133,573 at 6%; with 50% employer match about $133,573 at 4% or $89,049 at 6%; with 100% employer match about $100,180 at 4% or $66,787 at 6%. |
| 2011 | 1 | 11 | $625,476 | $64,354 | $5,850iApproximate average salary by contribution assumption: employee only about $146,259 at 4% or $97,506 at 6%; with 50% employer match about $97,506 at 4% or $65,004 at 6%; with 100% employer match about $73,130 at 4% or $48,753 at 6%. |
| Jordon Perlmutter & Co. 401 K Plan | - | 11 | $625,476 | $64,354 | $5,850iApproximate average salary by contribution assumption: employee only about $146,259 at 4% or $97,506 at 6%; with 50% employer match about $97,506 at 4% or $65,004 at 6%; with 100% employer match about $73,130 at 4% or $48,753 at 6%. |
| 2010 | 1 | 11 | $588,255 | $83,327 | $7,575iApproximate average salary by contribution assumption: employee only about $189,380 at 4% or $126,253 at 6%; with 50% employer match about $126,253 at 4% or $84,169 at 6%; with 100% employer match about $94,690 at 4% or $63,127 at 6%. |
| Jordon Perlmutter & Co. 401 K Plan | - | 11 | $588,255 | $83,327 | $7,575iApproximate average salary by contribution assumption: employee only about $189,380 at 4% or $126,253 at 6%; with 50% employer match about $126,253 at 4% or $84,169 at 6%; with 100% employer match about $94,690 at 4% or $63,127 at 6%. |
| 2009 | 1 | 27 | $467,926 | $93,801 | $3,474iApproximate average salary by contribution assumption: employee only about $86,853 at 4% or $57,902 at 6%; with 50% employer match about $57,902 at 4% or $38,601 at 6%; with 100% employer match about $43,426 at 4% or $28,951 at 6%. |
| Jordon Perlmutter & Co. 401 K Plan | - | 27 | $467,926 | $93,801 | $3,474iApproximate average salary by contribution assumption: employee only about $86,853 at 4% or $57,902 at 6%; with 50% employer match about $57,902 at 4% or $38,601 at 6%; with 100% employer match about $43,426 at 4% or $28,951 at 6%. |
| 2008 | 1 | 30 | $339,502 | $102,136 | $3,405iApproximate average salary by contribution assumption: employee only about $85,113 at 4% or $56,742 at 6%; with 50% employer match about $56,742 at 4% or $37,828 at 6%; with 100% employer match about $42,557 at 4% or $28,371 at 6%. |
| Jordon Perlmutter & Co. 401 K Plan | - | 30 | $339,502 | $102,136 | $3,405iApproximate average salary by contribution assumption: employee only about $85,113 at 4% or $56,742 at 6%; with 50% employer match about $56,742 at 4% or $37,828 at 6%; with 100% employer match about $42,557 at 4% or $28,371 at 6%. |
| 2007 | 1 | 36 | $0 | $0 | - |
| Jordon Perlmutter & Co. 401 K Plan | - | 36 | - | - | - |
| 2006 | 1 | 40 | $253,376 | $84,589 | $2,115iApproximate average salary by contribution assumption: employee only about $52,868 at 4% or $35,245 at 6%; with 50% employer match about $35,245 at 4% or $23,497 at 6%; with 100% employer match about $26,434 at 4% or $17,623 at 6%. |
| Jordon Perlmutter & Co. 401 K Plan | - | 40 | $253,376 | $84,589 | $2,115iApproximate average salary by contribution assumption: employee only about $52,868 at 4% or $35,245 at 6%; with 50% employer match about $35,245 at 4% or $23,497 at 6%; with 100% employer match about $26,434 at 4% or $17,623 at 6%. |
| 2005 | 1 | 38 | $149,633 | $79,749 | $2,099iApproximate average salary by contribution assumption: employee only about $52,466 at 4% or $34,978 at 6%; with 50% employer match about $34,978 at 4% or $23,318 at 6%; with 100% employer match about $26,233 at 4% or $17,489 at 6%. |
| Jordon Perlmutter & Co. 401 K Plan | - | 38 | $149,633 | $79,749 | $2,099iApproximate average salary by contribution assumption: employee only about $52,466 at 4% or $34,978 at 6%; with 50% employer match about $34,978 at 4% or $23,318 at 6%; with 100% employer match about $26,233 at 4% or $17,489 at 6%. |
| 2004 | 1 | 15 | $71,068 | $65,855 | $4,390iApproximate average salary by contribution assumption: employee only about $109,758 at 4% or $73,172 at 6%; with 50% employer match about $73,172 at 4% or $48,781 at 6%; with 100% employer match about $54,879 at 4% or $36,586 at 6%. |
| Jordon Perlmutter & Co. 401 K Plan | - | 15 | $71,068 | $65,855 | $4,390iApproximate average salary by contribution assumption: employee only about $109,758 at 4% or $73,172 at 6%; with 50% employer match about $73,172 at 4% or $48,781 at 6%; with 100% employer match about $54,879 at 4% or $36,586 at 6%. |