Civic Intelligence

JOINTLY LLC

Plan context: JOINTLY 401(K) PLAN

EIN 85-1245790 • Austin, TX • 5 filings • 1 plans

13341 W US Hwy 290Building 2, Ste 115Austin, TX 78737
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$230,058

2025 Contributions

$29,646

Historical Graphs

Total Assets Over Time

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

$343,645$171,823$0202120232025YearValue
$230,058Latest year 2025

Participants Over Time

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

19100202120232025YearValue
16Latest 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
2025116$230,058$29,646$1,853iApproximate average salary by contribution assumption: employee only about $46,322 at 4% or $30,881 at 6%; with 50% employer match about $30,881 at 4% or $20,588 at 6%; with 100% employer match about $23,161 at 4% or $15,441 at 6%.
JOINTLY 401(K) PLAN-16$230,058$29,646$1,853iApproximate average salary by contribution assumption: employee only about $46,322 at 4% or $30,881 at 6%; with 50% employer match about $30,881 at 4% or $20,588 at 6%; with 100% employer match about $23,161 at 4% or $15,441 at 6%.
2024115$178,504$80,306$5,354iApproximate average salary by contribution assumption: employee only about $133,843 at 4% or $89,229 at 6%; with 50% employer match about $89,229 at 4% or $59,486 at 6%; with 100% employer match about $66,922 at 4% or $44,614 at 6%.
JOINTLY 401(K) PLAN-15$178,504$80,306$5,354iApproximate average salary by contribution assumption: employee only about $133,843 at 4% or $89,229 at 6%; with 50% employer match about $89,229 at 4% or $59,486 at 6%; with 100% employer match about $66,922 at 4% or $44,614 at 6%.
2023119$343,645$169,488$8,920iApproximate average salary by contribution assumption: employee only about $223,011 at 4% or $148,674 at 6%; with 50% employer match about $148,674 at 4% or $99,116 at 6%; with 100% employer match about $111,505 at 4% or $74,337 at 6%.
JOINTLY 401(K) PLAN-19$343,645$169,488$8,920iApproximate average salary by contribution assumption: employee only about $223,011 at 4% or $148,674 at 6%; with 50% employer match about $148,674 at 4% or $99,116 at 6%; with 100% employer match about $111,505 at 4% or $74,337 at 6%.
2022117$147,166$80,532$4,737iApproximate average salary by contribution assumption: employee only about $118,429 at 4% or $78,953 at 6%; with 50% employer match about $78,953 at 4% or $52,635 at 6%; with 100% employer match about $59,215 at 4% or $39,476 at 6%.
JOINTLY 401(K) PLAN-17$147,166$80,532$4,737iApproximate average salary by contribution assumption: employee only about $118,429 at 4% or $78,953 at 6%; with 50% employer match about $78,953 at 4% or $52,635 at 6%; with 100% employer match about $59,215 at 4% or $39,476 at 6%.
2021114$96,489$107,705$7,693iApproximate average salary by contribution assumption: employee only about $192,330 at 4% or $128,220 at 6%; with 50% employer match about $128,220 at 4% or $85,480 at 6%; with 100% employer match about $96,165 at 4% or $64,110 at 6%.
JOINTLY 401(K) PLAN-14$96,489$107,705$7,693iApproximate average salary by contribution assumption: employee only about $192,330 at 4% or $128,220 at 6%; with 50% employer match about $128,220 at 4% or $85,480 at 6%; with 100% employer match about $96,165 at 4% or $64,110 at 6%.