Civic Intelligence

James J. Kaufman

Plan context: J.J.K. 401K Plan & Trust

EIN 94-2814656 • Sacramento, CA • 7 filings • 2 plans

930 F StreetSacramento, CA 95814
Current Snapshot

Latest Year

2011

2011 Participants

2

2011 Assets

$290,957

2011 Contributions

$15,000

Historical Graphs

Total Assets Over Time

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

$290,957$145,479$0200520092011YearValue
$290,957Latest year 2011

Participants Over Time

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

210200520082011YearValue
2Latest year 2011

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
201112$290,957$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%.
J.J.K. 401K Plan & Trust-2$290,957$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%.
201012$281,446$8,900$4,450iApproximate average salary by contribution assumption: employee only about $111,250 at 4% or $74,167 at 6%; with 50% employer match about $74,167 at 4% or $49,444 at 6%; with 100% employer match about $55,625 at 4% or $37,083 at 6%.
J.J.K. 401K Plan & Trust-2$281,446$8,900$4,450iApproximate average salary by contribution assumption: employee only about $111,250 at 4% or $74,167 at 6%; with 50% employer match about $74,167 at 4% or $49,444 at 6%; with 100% employer match about $55,625 at 4% or $37,083 at 6%.
200912$223,042$28,324$14,162iApproximate average salary by contribution assumption: employee only about $354,050 at 4% or $236,033 at 6%; with 50% employer match about $236,033 at 4% or $157,356 at 6%; with 100% employer match about $177,025 at 4% or $118,017 at 6%.
J.J.K. 401K Plan & Trust-2$223,042$28,324$14,162iApproximate average salary by contribution assumption: employee only about $354,050 at 4% or $236,033 at 6%; with 50% employer match about $236,033 at 4% or $157,356 at 6%; with 100% employer match about $177,025 at 4% or $118,017 at 6%.
200812$0$0-
J.J.K. 401K Plan & Trust-2---
200712$155,738$30,541$15,271iApproximate average salary by contribution assumption: employee only about $381,763 at 4% or $254,508 at 6%; with 50% employer match about $254,508 at 4% or $169,672 at 6%; with 100% employer match about $190,881 at 4% or $127,254 at 6%.
J.J.K. 401K Plan & Trust-2$155,738$30,541$15,271iApproximate average salary by contribution assumption: employee only about $381,763 at 4% or $254,508 at 6%; with 50% employer match about $254,508 at 4% or $169,672 at 6%; with 100% employer match about $190,881 at 4% or $127,254 at 6%.
200612$117,112$27,278$13,639iApproximate average salary by contribution assumption: employee only about $340,975 at 4% or $227,317 at 6%; with 50% employer match about $227,317 at 4% or $151,544 at 6%; with 100% employer match about $170,488 at 4% or $113,658 at 6%.
J.J.K. 401K Plan & Trust-2$117,112$27,278$13,639iApproximate average salary by contribution assumption: employee only about $340,975 at 4% or $227,317 at 6%; with 50% employer match about $227,317 at 4% or $151,544 at 6%; with 100% employer match about $170,488 at 4% or $113,658 at 6%.
200512$83,116$81,457$40,729iApproximate average salary by contribution assumption: employee only about $1,018,213 at 4% or $678,808 at 6%; with 50% employer match about $678,808 at 4% or $452,539 at 6%; with 100% employer match about $509,106 at 4% or $339,404 at 6%.
J.J.K. 401K Plan & Trust-2$83,116$81,457$40,729iApproximate average salary by contribution assumption: employee only about $1,018,213 at 4% or $678,808 at 6%; with 50% employer match about $678,808 at 4% or $452,539 at 6%; with 100% employer match about $509,106 at 4% or $339,404 at 6%.