Current Snapshot
Latest Year
2024
2024 Participants
236
2024 Assets
$5,969,165
2024 Contributions
$1,456,529
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 | 2 | 236 | $5,969,165 | $1,456,529 | $6,172iApproximate average salary by contribution assumption: employee only about $154,293 at 4% or $102,862 at 6%; with 50% employer match about $102,862 at 4% or $68,575 at 6%; with 100% employer match about $77,147 at 4% or $51,431 at 6%. |
| Joni and Friends 401(K) Plan | - | 236 | $5,969,165 | $1,456,529 | $6,172iApproximate average salary by contribution assumption: employee only about $154,293 at 4% or $102,862 at 6%; with 50% employer match about $102,862 at 4% or $68,575 at 6%; with 100% employer match about $77,147 at 4% or $51,431 at 6%. |
| Joni and Friends Employee Benefit Plan | - | 212 | - | - | - |
| 2023 | 2 | 223 | $4,149,148 | $1,670,133 | $7,489iApproximate average salary by contribution assumption: employee only about $187,235 at 4% or $124,823 at 6%; with 50% employer match about $124,823 at 4% or $83,215 at 6%; with 100% employer match about $93,617 at 4% or $62,412 at 6%. |
| Joni and Friends 401(K) Plan | - | 223 | $4,149,148 | $1,670,133 | $7,489iApproximate average salary by contribution assumption: employee only about $187,235 at 4% or $124,823 at 6%; with 50% employer match about $124,823 at 4% or $83,215 at 6%; with 100% employer match about $93,617 at 4% or $62,412 at 6%. |
| Joni and Friends Employee Benefit Plan | - | 200 | - | - | - |
| 2022 | 2 | 203 | $2,114,784 | $2,200,413 | $10,839iApproximate average salary by contribution assumption: employee only about $270,987 at 4% or $180,658 at 6%; with 50% employer match about $180,658 at 4% or $120,439 at 6%; with 100% employer match about $135,493 at 4% or $90,329 at 6%. |
| Joni and Friends 401(K) Plan | - | 203 | $2,114,784 | $2,200,413 | $10,839iApproximate average salary by contribution assumption: employee only about $270,987 at 4% or $180,658 at 6%; with 50% employer match about $180,658 at 4% or $120,439 at 6%; with 100% employer match about $135,493 at 4% or $90,329 at 6%. |
| Joni and Friends Employee Benefit Plan | - | 188 | - | - | - |
| 2021 | 1 | 165 | $0 | $0 | - |
| Joni and Friends Employee Benefit Plan | - | 165 | - | - | - |
| 2020 | 1 | 126 | $0 | $0 | - |
| Joni and Friends Employee Benefit Plan | - | 126 | - | - | - |
| 2019 | 1 | 125 | $0 | $0 | - |
| Joni and Friends Employee Benefit Plan | - | 125 | - | - | - |
| 2018 | 1 | 154 | $0 | $0 | - |
| Joni and Friends Employee Benefit Plan | - | 154 | - | - | - |
| 2017 | 1 | 132 | $0 | $0 | - |
| Joni and Friends Employee Benefit Plan | - | 132 | - | - | - |
| 2016 | 1 | 129 | $0 | $0 | - |
| Joni and Friends Employee Benefit Plan | - | 129 | - | - | - |
| 2015 | 1 | 115 | $0 | $0 | - |
| Joni and Friends Employee Benefit Plan | - | 115 | - | - | - |
| 2014 | 1 | 117 | $0 | $0 | - |
| Joni and Friends Employee Benefit Plan | - | 117 | - | - | - |
| 2013 | 1 | 122 | $0 | $0 | - |
| Joni and Friends Employee Benefit Plan | - | 122 | - | - | - |
| 2012 | 1 | 115 | $0 | $0 | - |
| Joni and Friends Employee Benefit Plan | - | 115 | - | - | - |
| 2011 | 1 | 129 | $0 | $0 | - |
| Joni and Friends Employee Benefit Plan | - | 129 | - | - | - |