Civic Intelligence

Djm Financial Services Inc

Plan context: Djm Financial Services Inc. Retirement Trust

EIN 86-0895392 • Mesa, AZ • 13 filings • 2 plans

6328 E Star Valley CirMesa, AZ 85215
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$34,011

2024 Contributions

$11,048

Historical Graphs

Total Assets Over Time

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

$596,234$298,117$0201220182024YearValue
$34,011Latest year 2024

Participants Over Time

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

530201220182024YearValue
4Latest year 2024

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
202414$34,011$11,048$2,762iApproximate average salary by contribution assumption: employee only about $69,050 at 4% or $46,033 at 6%; with 50% employer match about $46,033 at 4% or $30,689 at 6%; with 100% employer match about $34,525 at 4% or $23,017 at 6%.
Djm Financial Services Inc. Retirement Trust-4$34,011$11,048$2,762iApproximate average salary by contribution assumption: employee only about $69,050 at 4% or $46,033 at 6%; with 50% employer match about $46,033 at 4% or $30,689 at 6%; with 100% employer match about $34,525 at 4% or $23,017 at 6%.
202314$596,234$36,109$9,027iApproximate average salary by contribution assumption: employee only about $225,681 at 4% or $150,454 at 6%; with 50% employer match about $150,454 at 4% or $100,303 at 6%; with 100% employer match about $112,841 at 4% or $75,227 at 6%.
Djm Financial Services Inc. Retirement Trust-4$596,234$36,109$9,027iApproximate average salary by contribution assumption: employee only about $225,681 at 4% or $150,454 at 6%; with 50% employer match about $150,454 at 4% or $100,303 at 6%; with 100% employer match about $112,841 at 4% or $75,227 at 6%.
202214$465,080$32,435$8,109iApproximate average salary by contribution assumption: employee only about $202,719 at 4% or $135,146 at 6%; with 50% employer match about $135,146 at 4% or $90,097 at 6%; with 100% employer match about $101,359 at 4% or $67,573 at 6%.
Djm Financial Services Inc. Retirement Trust-4$465,080$32,435$8,109iApproximate average salary by contribution assumption: employee only about $202,719 at 4% or $135,146 at 6%; with 50% employer match about $135,146 at 4% or $90,097 at 6%; with 100% employer match about $101,359 at 4% or $67,573 at 6%.
202114$535,456$33,040$8,260iApproximate average salary by contribution assumption: employee only about $206,500 at 4% or $137,667 at 6%; with 50% employer match about $137,667 at 4% or $91,778 at 6%; with 100% employer match about $103,250 at 4% or $68,833 at 6%.
Djm Financial Services Inc. Retirement Trust-4$535,456$33,040$8,260iApproximate average salary by contribution assumption: employee only about $206,500 at 4% or $137,667 at 6%; with 50% employer match about $137,667 at 4% or $91,778 at 6%; with 100% employer match about $103,250 at 4% or $68,833 at 6%.
202015$430,016$33,133$6,627iApproximate average salary by contribution assumption: employee only about $165,665 at 4% or $110,443 at 6%; with 50% employer match about $110,443 at 4% or $73,629 at 6%; with 100% employer match about $82,833 at 4% or $55,222 at 6%.
Djm Financial Services Inc. Retirement Trust-5$430,016$33,133$6,627iApproximate average salary by contribution assumption: employee only about $165,665 at 4% or $110,443 at 6%; with 50% employer match about $110,443 at 4% or $73,629 at 6%; with 100% employer match about $82,833 at 4% or $55,222 at 6%.
201915$385,789$34,481$6,896iApproximate average salary by contribution assumption: employee only about $172,405 at 4% or $114,937 at 6%; with 50% employer match about $114,937 at 4% or $76,624 at 6%; with 100% employer match about $86,203 at 4% or $57,468 at 6%.
Djm Financial Services Inc. Retirement Trust-5$385,789$34,481$6,896iApproximate average salary by contribution assumption: employee only about $172,405 at 4% or $114,937 at 6%; with 50% employer match about $114,937 at 4% or $76,624 at 6%; with 100% employer match about $86,203 at 4% or $57,468 at 6%.
201815$280,359$35,575$7,115iApproximate average salary by contribution assumption: employee only about $177,875 at 4% or $118,583 at 6%; with 50% employer match about $118,583 at 4% or $79,056 at 6%; with 100% employer match about $88,938 at 4% or $59,292 at 6%.
Djm Financial Services Inc. Retirement Trust-5$280,359$35,575$7,115iApproximate average salary by contribution assumption: employee only about $177,875 at 4% or $118,583 at 6%; with 50% employer match about $118,583 at 4% or $79,056 at 6%; with 100% employer match about $88,938 at 4% or $59,292 at 6%.
201715$269,555$34,265$6,853iApproximate average salary by contribution assumption: employee only about $171,325 at 4% or $114,217 at 6%; with 50% employer match about $114,217 at 4% or $76,144 at 6%; with 100% employer match about $85,663 at 4% or $57,108 at 6%.
Djm Financial Services Inc. Retirement Trust-5$269,555$34,265$6,853iApproximate average salary by contribution assumption: employee only about $171,325 at 4% or $114,217 at 6%; with 50% employer match about $114,217 at 4% or $76,144 at 6%; with 100% employer match about $85,663 at 4% or $57,108 at 6%.
201615$210,284$47,545$9,509iApproximate average salary by contribution assumption: employee only about $237,725 at 4% or $158,483 at 6%; with 50% employer match about $158,483 at 4% or $105,656 at 6%; with 100% employer match about $118,863 at 4% or $79,242 at 6%.
Djm Financial Services Inc. Retirement Trust-5$210,284$47,545$9,509iApproximate average salary by contribution assumption: employee only about $237,725 at 4% or $158,483 at 6%; with 50% employer match about $158,483 at 4% or $105,656 at 6%; with 100% employer match about $118,863 at 4% or $79,242 at 6%.
201515$176,462$51,390$10,278iApproximate average salary by contribution assumption: employee only about $256,950 at 4% or $171,300 at 6%; with 50% employer match about $171,300 at 4% or $114,200 at 6%; with 100% employer match about $128,475 at 4% or $85,650 at 6%.
Djm Financial Services Inc. Retirement Trust-5$176,462$51,390$10,278iApproximate average salary by contribution assumption: employee only about $256,950 at 4% or $171,300 at 6%; with 50% employer match about $171,300 at 4% or $114,200 at 6%; with 100% employer match about $128,475 at 4% or $85,650 at 6%.
201415$129,137$39,225$7,845iApproximate average salary by contribution assumption: employee only about $196,125 at 4% or $130,750 at 6%; with 50% employer match about $130,750 at 4% or $87,167 at 6%; with 100% employer match about $98,063 at 4% or $65,375 at 6%.
Djm Financial Services Inc. Retirement Trust-5$129,137$39,225$7,845iApproximate average salary by contribution assumption: employee only about $196,125 at 4% or $130,750 at 6%; with 50% employer match about $130,750 at 4% or $87,167 at 6%; with 100% employer match about $98,063 at 4% or $65,375 at 6%.
201315$83,084$37,812$7,562iApproximate average salary by contribution assumption: employee only about $189,060 at 4% or $126,040 at 6%; with 50% employer match about $126,040 at 4% or $84,027 at 6%; with 100% employer match about $94,530 at 4% or $63,020 at 6%.
Djm Financial Services Inc. Retirement Trust-5$83,084$37,812$7,562iApproximate average salary by contribution assumption: employee only about $189,060 at 4% or $126,040 at 6%; with 50% employer match about $126,040 at 4% or $84,027 at 6%; with 100% employer match about $94,530 at 4% or $63,020 at 6%.
201213$34,200$32,239$10,746iApproximate average salary by contribution assumption: employee only about $268,658 at 4% or $179,106 at 6%; with 50% employer match about $179,106 at 4% or $119,404 at 6%; with 100% employer match about $134,329 at 4% or $89,553 at 6%.
Djm Financial Services Inc. Retirement Trust-3$34,200$32,239$10,746iApproximate average salary by contribution assumption: employee only about $268,658 at 4% or $179,106 at 6%; with 50% employer match about $179,106 at 4% or $119,404 at 6%; with 100% employer match about $134,329 at 4% or $89,553 at 6%.