Civic Intelligence

Jpl Wealth Management LLC

Plan context: Jpl Wealth Management LLC 401(K) Plan

EIN 93-4042149 • Greenwood Village, CO • 3 filings • 2 plans

5300 Dtc Parkway, Suite 100Greenwood Village, CO 80111
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$991,027

2025 Contributions

$560,634

Historical Graphs

Total Assets Over Time

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

$991,027$495,514$020242025YearValue
$991,027Latest year 2025

Participants Over Time

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

63020242025YearValue
6Latest year 2025

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
202526$991,027$560,634$93,439iApproximate average salary by contribution assumption: employee only about $2,335,975 at 4% or $1,557,317 at 6%; with 50% employer match about $1,557,317 at 4% or $1,038,211 at 6%; with 100% employer match about $1,167,988 at 4% or $778,658 at 6%.
Jpl Wealth Management LLC 401(K) Plan-6$764,202$333,809$55,635iApproximate average salary by contribution assumption: employee only about $1,390,871 at 4% or $927,247 at 6%; with 50% employer match about $927,247 at 4% or $618,165 at 6%; with 100% employer match about $695,435 at 4% or $463,624 at 6%.
JPL WEALTH MANAGEMENT LLC CASH BALANCE PLAN-6$226,825$226,825$37,804iApproximate average salary by contribution assumption: employee only about $945,104 at 4% or $630,069 at 6%; with 50% employer match about $630,069 at 4% or $420,046 at 6%; with 100% employer match about $472,552 at 4% or $315,035 at 6%.
202415$354,962$343,766$68,753iApproximate average salary by contribution assumption: employee only about $1,718,830 at 4% or $1,145,887 at 6%; with 50% employer match about $1,145,887 at 4% or $763,924 at 6%; with 100% employer match about $859,415 at 4% or $572,943 at 6%.
Jpl Wealth Management LLC 401(K) Plan-5$354,962$343,766$68,753iApproximate average salary by contribution assumption: employee only about $1,718,830 at 4% or $1,145,887 at 6%; with 50% employer match about $1,145,887 at 4% or $763,924 at 6%; with 100% employer match about $859,415 at 4% or $572,943 at 6%.