Shari a. Jenkins Cfp Inc.
Plan context: Jenkins Team 401(K) Plan and Trust
EIN 91-1987330 • Lynnwood, WA • 19 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$1,712,768
2024 Contributions
$125,536
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $1,712,768 | $125,536 | $17,934iApproximate average salary by contribution assumption: employee only about $448,343 at 4% or $298,895 at 6%; with 50% employer match about $298,895 at 4% or $199,263 at 6%; with 100% employer match about $224,171 at 4% or $149,448 at 6%. |
| Jenkins Team 401(K) Plan and Trust | - | 7 | $1,712,768 | $125,536 | $17,934iApproximate average salary by contribution assumption: employee only about $448,343 at 4% or $298,895 at 6%; with 50% employer match about $298,895 at 4% or $199,263 at 6%; with 100% employer match about $224,171 at 4% or $149,448 at 6%. |
| 2023 | 1 | 9 | $1,381,084 | $123,434 | $13,715iApproximate average salary by contribution assumption: employee only about $342,872 at 4% or $228,581 at 6%; with 50% employer match about $228,581 at 4% or $152,388 at 6%; with 100% employer match about $171,436 at 4% or $114,291 at 6%. |
| Jenkins Team 401(K) Plan and Trust | - | 9 | $1,381,084 | $123,434 | $13,715iApproximate average salary by contribution assumption: employee only about $342,872 at 4% or $228,581 at 6%; with 50% employer match about $228,581 at 4% or $152,388 at 6%; with 100% employer match about $171,436 at 4% or $114,291 at 6%. |
| 2022 | 1 | 9 | $1,131,690 | $122,650 | $13,628iApproximate average salary by contribution assumption: employee only about $340,694 at 4% or $227,130 at 6%; with 50% employer match about $227,130 at 4% or $151,420 at 6%; with 100% employer match about $170,347 at 4% or $113,565 at 6%. |
| Jenkins Team 401(K) Plan and Trust | - | 9 | $1,131,690 | $122,650 | $13,628iApproximate average salary by contribution assumption: employee only about $340,694 at 4% or $227,130 at 6%; with 50% employer match about $227,130 at 4% or $151,420 at 6%; with 100% employer match about $170,347 at 4% or $113,565 at 6%. |
| 2021 | 1 | 9 | $1,296,410 | $104,558 | $11,618iApproximate average salary by contribution assumption: employee only about $290,439 at 4% or $193,626 at 6%; with 50% employer match about $193,626 at 4% or $129,084 at 6%; with 100% employer match about $145,219 at 4% or $96,813 at 6%. |
| Jenkins Team 401(K) Plan and Trust | - | 9 | $1,296,410 | $104,558 | $11,618iApproximate average salary by contribution assumption: employee only about $290,439 at 4% or $193,626 at 6%; with 50% employer match about $193,626 at 4% or $129,084 at 6%; with 100% employer match about $145,219 at 4% or $96,813 at 6%. |
| 2020 | 1 | 7 | $1,045,105 | $182,909 | $26,130iApproximate average salary by contribution assumption: employee only about $653,246 at 4% or $435,498 at 6%; with 50% employer match about $435,498 at 4% or $290,332 at 6%; with 100% employer match about $326,623 at 4% or $217,749 at 6%. |
| Jenkins Team 401(K) Plan and Trust | - | 7 | $1,045,105 | $182,909 | $26,130iApproximate average salary by contribution assumption: employee only about $653,246 at 4% or $435,498 at 6%; with 50% employer match about $435,498 at 4% or $290,332 at 6%; with 100% employer match about $326,623 at 4% or $217,749 at 6%. |
| 2019 | 1 | 7 | $719,443 | $85,818 | $12,260iApproximate average salary by contribution assumption: employee only about $306,493 at 4% or $204,329 at 6%; with 50% employer match about $204,329 at 4% or $136,219 at 6%; with 100% employer match about $153,246 at 4% or $102,164 at 6%. |
| Jenkins Team 401(K) Plan and Trust | - | 7 | $719,443 | $85,818 | $12,260iApproximate average salary by contribution assumption: employee only about $306,493 at 4% or $204,329 at 6%; with 50% employer match about $204,329 at 4% or $136,219 at 6%; with 100% employer match about $153,246 at 4% or $102,164 at 6%. |
| 2018 | 1 | 7 | $481,126 | $109,359 | $15,623iApproximate average salary by contribution assumption: employee only about $390,568 at 4% or $260,379 at 6%; with 50% employer match about $260,379 at 4% or $173,586 at 6%; with 100% employer match about $195,284 at 4% or $130,189 at 6%. |
| Jenkins Team 401(K) Plan and Trust | - | 7 | $481,126 | $109,359 | $15,623iApproximate average salary by contribution assumption: employee only about $390,568 at 4% or $260,379 at 6%; with 50% employer match about $260,379 at 4% or $173,586 at 6%; with 100% employer match about $195,284 at 4% or $130,189 at 6%. |
| 2017 | 1 | 7 | $422,688 | $68,675 | $9,811iApproximate average salary by contribution assumption: employee only about $245,268 at 4% or $163,512 at 6%; with 50% employer match about $163,512 at 4% or $109,008 at 6%; with 100% employer match about $122,634 at 4% or $81,756 at 6%. |
| Jenkins Team 401(K) Plan and Trust | - | 7 | $422,688 | $68,675 | $9,811iApproximate average salary by contribution assumption: employee only about $245,268 at 4% or $163,512 at 6%; with 50% employer match about $163,512 at 4% or $109,008 at 6%; with 100% employer match about $122,634 at 4% or $81,756 at 6%. |
| 2016 | 1 | 6 | $277,225 | $65,144 | $10,857iApproximate average salary by contribution assumption: employee only about $271,433 at 4% or $180,956 at 6%; with 50% employer match about $180,956 at 4% or $120,637 at 6%; with 100% employer match about $135,717 at 4% or $90,478 at 6%. |
| Jenkins Team 401(K) Plan and Trust | - | 6 | $277,225 | $65,144 | $10,857iApproximate average salary by contribution assumption: employee only about $271,433 at 4% or $180,956 at 6%; with 50% employer match about $180,956 at 4% or $120,637 at 6%; with 100% employer match about $135,717 at 4% or $90,478 at 6%. |
| 2015 | 1 | 6 | $196,946 | $66,761 | $11,127iApproximate average salary by contribution assumption: employee only about $278,171 at 4% or $185,447 at 6%; with 50% employer match about $185,447 at 4% or $123,631 at 6%; with 100% employer match about $139,085 at 4% or $92,724 at 6%. |
| Jenkins Team 401(K) Plan and Trust | - | 6 | $196,946 | $66,761 | $11,127iApproximate average salary by contribution assumption: employee only about $278,171 at 4% or $185,447 at 6%; with 50% employer match about $185,447 at 4% or $123,631 at 6%; with 100% employer match about $139,085 at 4% or $92,724 at 6%. |
| 2014 | 1 | 5 | $137,464 | $63,875 | $12,775iApproximate average salary by contribution assumption: employee only about $319,375 at 4% or $212,917 at 6%; with 50% employer match about $212,917 at 4% or $141,944 at 6%; with 100% employer match about $159,688 at 4% or $106,458 at 6%. |
| Jenkins Team 401(K) Plan and Trust | - | 5 | $137,464 | $63,875 | $12,775iApproximate average salary by contribution assumption: employee only about $319,375 at 4% or $212,917 at 6%; with 50% employer match about $212,917 at 4% or $141,944 at 6%; with 100% employer match about $159,688 at 4% or $106,458 at 6%. |
| 2013 | 1 | 4 | $66,311 | $57,487 | $14,372iApproximate average salary by contribution assumption: employee only about $359,294 at 4% or $239,529 at 6%; with 50% employer match about $239,529 at 4% or $159,686 at 6%; with 100% employer match about $179,647 at 4% or $119,765 at 6%. |
| Jenkins Team 401(K) Plan and Trust | - | 4 | $66,311 | $57,487 | $14,372iApproximate average salary by contribution assumption: employee only about $359,294 at 4% or $239,529 at 6%; with 50% employer match about $239,529 at 4% or $159,686 at 6%; with 100% employer match about $179,647 at 4% or $119,765 at 6%. |
| 2004 | 1 | 0 | $0 | $0 | - |
| Shari a. Jenkins, Jas Profit Sharing Plan | - | 0 | - | - | - |
| 2003 | 1 | 2 | $424,874 | $0 | - |
| Shari a. Jenkins, Jas Profit Sharing Plan | - | 2 | $424,874 | - | - |
| 2002 | 1 | 2 | $346,138 | $0 | - |
| Shari a. Jenkins, Jas Profit Sharing Plan | - | 2 | $346,138 | - | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| SHARI A. JENKINS, JAS MONEY PURCHASE PLAN | - | 2 | - | - | - |
| Shari a. Jenkins, Jas Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 2 | 2 | $395,553 | $37,500 | $18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%. |
| Shari a. Jenkins, Jas Profit Sharing Plan | - | 2 | $278,348 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| SHARI A. JENKINS, JAS MONEY PURCHASE PLAN | - | 2 | $117,205 | $22,500 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |