JD GENERAL AGENCY, LLC
Plan context: JD GENERAL AGENCY RETIREMENT PLAN
EIN 84-2094731 • Grand Rapids, MI • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
22
2025 Assets
$560,220
2025 Contributions
$170,879
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 22 | $560,220 | $170,879 | $7,767iApproximate average salary by contribution assumption: employee only about $194,181 at 4% or $129,454 at 6%; with 50% employer match about $129,454 at 4% or $86,303 at 6%; with 100% employer match about $97,090 at 4% or $64,727 at 6%. |
| JD GENERAL AGENCY RETIREMENT PLAN | - | 22 | $560,220 | $170,879 | $7,767iApproximate average salary by contribution assumption: employee only about $194,181 at 4% or $129,454 at 6%; with 50% employer match about $129,454 at 4% or $86,303 at 6%; with 100% employer match about $97,090 at 4% or $64,727 at 6%. |
| 2024 | 1 | 18 | $339,893 | $153,321 | $8,518iApproximate average salary by contribution assumption: employee only about $212,946 at 4% or $141,964 at 6%; with 50% employer match about $141,964 at 4% or $94,643 at 6%; with 100% employer match about $106,473 at 4% or $70,982 at 6%. |
| JD GENERAL AGENCY RETIREMENT PLAN | - | 18 | $339,893 | $153,321 | $8,518iApproximate average salary by contribution assumption: employee only about $212,946 at 4% or $141,964 at 6%; with 50% employer match about $141,964 at 4% or $94,643 at 6%; with 100% employer match about $106,473 at 4% or $70,982 at 6%. |
| 2023 | 1 | 20 | $172,280 | $156,312 | $7,816iApproximate average salary by contribution assumption: employee only about $195,390 at 4% or $130,260 at 6%; with 50% employer match about $130,260 at 4% or $86,840 at 6%; with 100% employer match about $97,695 at 4% or $65,130 at 6%. |
| JD GENERAL AGENCY RETIREMENT PLAN | - | 20 | $172,280 | $156,312 | $7,816iApproximate average salary by contribution assumption: employee only about $195,390 at 4% or $130,260 at 6%; with 50% employer match about $130,260 at 4% or $86,840 at 6%; with 100% employer match about $97,695 at 4% or $65,130 at 6%. |
| 2020 | 1 | 0 | $0 | $0 | - |
| JD GENERAL AGENCY 401(K) PLAN | - | 0 | $0 | - | - |
| 2019 | 1 | 12 | $424,859 | $393,506 | $32,792iApproximate average salary by contribution assumption: employee only about $819,804 at 4% or $546,536 at 6%; with 50% employer match about $546,536 at 4% or $364,357 at 6%; with 100% employer match about $409,902 at 4% or $273,268 at 6%. |
| JD GENERAL AGENCY 401(K) PLAN | - | 12 | $424,859 | $393,506 | $32,792iApproximate average salary by contribution assumption: employee only about $819,804 at 4% or $546,536 at 6%; with 50% employer match about $546,536 at 4% or $364,357 at 6%; with 100% employer match about $409,902 at 4% or $273,268 at 6%. |