Jfm LLC
Plan context: Jfm LLC Cash Balance Plan
EIN 92-3748488 • Lake Havasu City, AZ • 8 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$1,652,055
2025 Contributions
$464,289
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 | 2 | 2 | $1,652,055 | $0 | - |
| Jfm LLC Cash Balance Plan | - | 2 | $1,446,599 | $0 | - |
| JFM, LLC 401(K) PROFIT SHARING PLAN | - | 2 | $205,456 | $0 | - |
| 2024 | 2 | 2 | $1,414,122 | $464,289 | $232,145iApproximate average salary by contribution assumption: employee only about $5,803,613 at 4% or $3,869,075 at 6%; with 50% employer match about $3,869,075 at 4% or $2,579,383 at 6%; with 100% employer match about $2,901,806 at 4% or $1,934,538 at 6%. |
| Jfm LLC Cash Balance Plan | - | 2 | $1,247,989 | $408,000 | $204,000iApproximate average salary by contribution assumption: employee only about $5,100,000 at 4% or $3,400,000 at 6%; with 50% employer match about $3,400,000 at 4% or $2,266,667 at 6%; with 100% employer match about $2,550,000 at 4% or $1,700,000 at 6%. |
| JFM, LLC 401(K) PROFIT SHARING PLAN | - | 2 | $166,133 | $56,289 | $28,145iApproximate average salary by contribution assumption: employee only about $703,613 at 4% or $469,075 at 6%; with 50% employer match about $469,075 at 4% or $312,717 at 6%; with 100% employer match about $351,806 at 4% or $234,538 at 6%. |
| 2023 | 2 | 2 | $927,816 | $463,819 | $231,910iApproximate average salary by contribution assumption: employee only about $5,797,738 at 4% or $3,865,158 at 6%; with 50% employer match about $3,865,158 at 4% or $2,576,772 at 6%; with 100% employer match about $2,898,869 at 4% or $1,932,579 at 6%. |
| Jfm LLC Cash Balance Plan | - | 2 | $819,382 | $408,000 | $204,000iApproximate average salary by contribution assumption: employee only about $5,100,000 at 4% or $3,400,000 at 6%; with 50% employer match about $3,400,000 at 4% or $2,266,667 at 6%; with 100% employer match about $2,550,000 at 4% or $1,700,000 at 6%. |
| JFM, LLC 401(K) PROFIT SHARING PLAN | - | 2 | $108,434 | $55,819 | $27,910iApproximate average salary by contribution assumption: employee only about $697,738 at 4% or $465,158 at 6%; with 50% employer match about $465,158 at 4% or $310,106 at 6%; with 100% employer match about $348,869 at 4% or $232,579 at 6%. |
| 2022 | 2 | 2 | $460,140 | $460,140 | $230,070iApproximate average salary by contribution assumption: employee only about $5,751,750 at 4% or $3,834,500 at 6%; with 50% employer match about $3,834,500 at 4% or $2,556,333 at 6%; with 100% employer match about $2,875,875 at 4% or $1,917,250 at 6%. |
| Jfm LLC Cash Balance Plan | - | 2 | $408,000 | $408,000 | $204,000iApproximate average salary by contribution assumption: employee only about $5,100,000 at 4% or $3,400,000 at 6%; with 50% employer match about $3,400,000 at 4% or $2,266,667 at 6%; with 100% employer match about $2,550,000 at 4% or $1,700,000 at 6%. |
| JFM, LLC 401(K) PROFIT SHARING PLAN | - | 2 | $52,140 | $52,140 | $26,070iApproximate average salary by contribution assumption: employee only about $651,750 at 4% or $434,500 at 6%; with 50% employer match about $434,500 at 4% or $289,667 at 6%; with 100% employer match about $325,875 at 4% or $217,250 at 6%. |