Civic Intelligence

Jimenez Investment Group Inc.

Plan context: Jimenez Investment Group Inc. Retirement Plan

EIN 84-2615932 • 6 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$518,008

2024 Contributions

$215,639

Historical Graphs

Total Assets Over Time

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

$518,008$259,004$0201920212023YearValue
$518,008Latest year 2023

Participants Over Time

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

210201920212023YearValue
2Latest year 2023

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
202410$0$0-
Jimenez Investment Group Inc. Retirement Plan-0---
202312$518,008$0-
Jimenez Investment Group Inc. Retirement Plan-2$518,008--
202212$18,260$0-
Jimenez Investment Group Inc. Retirement Plan-2$18,260--
202111$417,576$0-
Jimenez Investment Group Inc. Retirement Plan-1$417,576--
202011$181,724$0-
Jimenez Investment Group Inc. Retirement Plan-1$181,724--
201911$216,692$215,639$215,639iApproximate average salary by contribution assumption: employee only about $5,390,975 at 4% or $3,593,983 at 6%; with 50% employer match about $3,593,983 at 4% or $2,395,989 at 6%; with 100% employer match about $2,695,488 at 4% or $1,796,992 at 6%.
Jimenez Investment Group Inc. Retirement Plan-1$216,692$215,639$215,639iApproximate average salary by contribution assumption: employee only about $5,390,975 at 4% or $3,593,983 at 6%; with 50% employer match about $3,593,983 at 4% or $2,395,989 at 6%; with 100% employer match about $2,695,488 at 4% or $1,796,992 at 6%.