Jmsm LLC
Plan context: Modern Heating 401(K) Retirement Savings Plan and Trust
EIN 87-2627472 • Black Earth, WI • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$840,632
2025 Contributions
$65,863
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 | 10 | $840,632 | $65,863 | $6,586iApproximate average salary by contribution assumption: employee only about $164,658 at 4% or $109,772 at 6%; with 50% employer match about $109,772 at 4% or $73,181 at 6%; with 100% employer match about $82,329 at 4% or $54,886 at 6%. |
| Modern Heating 401(K) Retirement Savings Plan and Trust | - | 10 | $840,632 | $65,863 | $6,586iApproximate average salary by contribution assumption: employee only about $164,658 at 4% or $109,772 at 6%; with 50% employer match about $109,772 at 4% or $73,181 at 6%; with 100% employer match about $82,329 at 4% or $54,886 at 6%. |
| 2024 | 1 | 9 | $677,883 | $63,522 | $7,058iApproximate average salary by contribution assumption: employee only about $176,450 at 4% or $117,633 at 6%; with 50% employer match about $117,633 at 4% or $78,422 at 6%; with 100% employer match about $88,225 at 4% or $58,817 at 6%. |
| Modern Heating 401(K) Retirement Savings Plan and Trust | - | 9 | $677,883 | $63,522 | $7,058iApproximate average salary by contribution assumption: employee only about $176,450 at 4% or $117,633 at 6%; with 50% employer match about $117,633 at 4% or $78,422 at 6%; with 100% employer match about $88,225 at 4% or $58,817 at 6%. |
| 2023 | 1 | 10 | $614,399 | $62,059 | $6,206iApproximate average salary by contribution assumption: employee only about $155,148 at 4% or $103,432 at 6%; with 50% employer match about $103,432 at 4% or $68,954 at 6%; with 100% employer match about $77,574 at 4% or $51,716 at 6%. |
| Modern Heating 401(K) Retirement Savings Plan and Trust | - | 10 | $614,399 | $62,059 | $6,206iApproximate average salary by contribution assumption: employee only about $155,148 at 4% or $103,432 at 6%; with 50% employer match about $103,432 at 4% or $68,954 at 6%; with 100% employer match about $77,574 at 4% or $51,716 at 6%. |
| 2022 | 1 | 10 | $538,317 | $604,299 | $60,430iApproximate average salary by contribution assumption: employee only about $1,510,748 at 4% or $1,007,165 at 6%; with 50% employer match about $1,007,165 at 4% or $671,443 at 6%; with 100% employer match about $755,374 at 4% or $503,583 at 6%. |
| Modern Heating 401(K) Retirement Savings Plan and Trust | - | 10 | $538,317 | $604,299 | $60,430iApproximate average salary by contribution assumption: employee only about $1,510,748 at 4% or $1,007,165 at 6%; with 50% employer match about $1,007,165 at 4% or $671,443 at 6%; with 100% employer match about $755,374 at 4% or $503,583 at 6%. |