Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$157,189
2025 Contributions
$62,151
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 | 1 | $157,189 | $62,151 | $62,151iApproximate average salary by contribution assumption: employee only about $1,553,775 at 4% or $1,035,850 at 6%; with 50% employer match about $1,035,850 at 4% or $690,567 at 6%; with 100% employer match about $776,888 at 4% or $517,925 at 6%. |
| J29 Advisors Inc. 401(K) Plan | - | 1 | $157,189 | $62,151 | $62,151iApproximate average salary by contribution assumption: employee only about $1,553,775 at 4% or $1,035,850 at 6%; with 50% employer match about $1,035,850 at 4% or $690,567 at 6%; with 100% employer match about $776,888 at 4% or $517,925 at 6%. |
| 2024 | 1 | 5 | $272,579 | $37,629 | $7,526iApproximate average salary by contribution assumption: employee only about $188,145 at 4% or $125,430 at 6%; with 50% employer match about $125,430 at 4% or $83,620 at 6%; with 100% employer match about $94,073 at 4% or $62,715 at 6%. |
| J29 Advisors Inc. 401(K) Plan | - | 5 | $272,579 | $37,629 | $7,526iApproximate average salary by contribution assumption: employee only about $188,145 at 4% or $125,430 at 6%; with 50% employer match about $125,430 at 4% or $83,620 at 6%; with 100% employer match about $94,073 at 4% or $62,715 at 6%. |
| 2023 | 1 | 6 | $101,396 | $47,328 | $7,888iApproximate average salary by contribution assumption: employee only about $197,200 at 4% or $131,467 at 6%; with 50% employer match about $131,467 at 4% or $87,644 at 6%; with 100% employer match about $98,600 at 4% or $65,733 at 6%. |
| J29 Advisors Inc. 401(K) Plan | - | 6 | $101,396 | $47,328 | $7,888iApproximate average salary by contribution assumption: employee only about $197,200 at 4% or $131,467 at 6%; with 50% employer match about $131,467 at 4% or $87,644 at 6%; with 100% employer match about $98,600 at 4% or $65,733 at 6%. |
| 2022 | 1 | 4 | $0 | $377,106 | $94,277iApproximate average salary by contribution assumption: employee only about $2,356,913 at 4% or $1,571,275 at 6%; with 50% employer match about $1,571,275 at 4% or $1,047,517 at 6%; with 100% employer match about $1,178,456 at 4% or $785,638 at 6%. |
| J29 Advisors Inc. 401(K) Plan | - | 4 | - | $377,106 | $94,277iApproximate average salary by contribution assumption: employee only about $2,356,913 at 4% or $1,571,275 at 6%; with 50% employer match about $1,571,275 at 4% or $1,047,517 at 6%; with 100% employer match about $1,178,456 at 4% or $785,638 at 6%. |