Jules & Associates Inc.
Plan context: Jules & Associates Inc. 401(K) Plan
EIN 95-4360586 • Los Angeles, CA • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
45
2024 Assets
$9,729,699
2024 Contributions
$459,994
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 | 45 | $9,729,699 | $459,994 | $10,222iApproximate average salary by contribution assumption: employee only about $255,552 at 4% or $170,368 at 6%; with 50% employer match about $170,368 at 4% or $113,579 at 6%; with 100% employer match about $127,776 at 4% or $85,184 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 45 | $9,729,699 | $459,994 | $10,222iApproximate average salary by contribution assumption: employee only about $255,552 at 4% or $170,368 at 6%; with 50% employer match about $170,368 at 4% or $113,579 at 6%; with 100% employer match about $127,776 at 4% or $85,184 at 6%. |
| 2023 | 1 | 42 | $8,034,233 | $452,278 | $10,769iApproximate average salary by contribution assumption: employee only about $269,213 at 4% or $179,475 at 6%; with 50% employer match about $179,475 at 4% or $119,650 at 6%; with 100% employer match about $134,607 at 4% or $89,738 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 42 | $8,034,233 | $452,278 | $10,769iApproximate average salary by contribution assumption: employee only about $269,213 at 4% or $179,475 at 6%; with 50% employer match about $179,475 at 4% or $119,650 at 6%; with 100% employer match about $134,607 at 4% or $89,738 at 6%. |
| 2022 | 1 | 42 | $6,599,532 | $379,265 | $9,030iApproximate average salary by contribution assumption: employee only about $225,753 at 4% or $150,502 at 6%; with 50% employer match about $150,502 at 4% or $100,335 at 6%; with 100% employer match about $112,876 at 4% or $75,251 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 42 | $6,599,532 | $379,265 | $9,030iApproximate average salary by contribution assumption: employee only about $225,753 at 4% or $150,502 at 6%; with 50% employer match about $150,502 at 4% or $100,335 at 6%; with 100% employer match about $112,876 at 4% or $75,251 at 6%. |
| 2021 | 1 | 46 | $7,469,961 | $408,853 | $8,888iApproximate average salary by contribution assumption: employee only about $222,203 at 4% or $148,135 at 6%; with 50% employer match about $148,135 at 4% or $98,757 at 6%; with 100% employer match about $111,101 at 4% or $74,068 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 46 | $7,469,961 | $408,853 | $8,888iApproximate average salary by contribution assumption: employee only about $222,203 at 4% or $148,135 at 6%; with 50% employer match about $148,135 at 4% or $98,757 at 6%; with 100% employer match about $111,101 at 4% or $74,068 at 6%. |
| 2020 | 1 | 47 | $6,733,687 | $477,156 | $10,152iApproximate average salary by contribution assumption: employee only about $253,806 at 4% or $169,204 at 6%; with 50% employer match about $169,204 at 4% or $112,803 at 6%; with 100% employer match about $126,903 at 4% or $84,602 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 47 | $6,733,687 | $477,156 | $10,152iApproximate average salary by contribution assumption: employee only about $253,806 at 4% or $169,204 at 6%; with 50% employer match about $169,204 at 4% or $112,803 at 6%; with 100% employer match about $126,903 at 4% or $84,602 at 6%. |
| 2019 | 1 | 46 | $5,667,929 | $378,429 | $8,227iApproximate average salary by contribution assumption: employee only about $205,668 at 4% or $137,112 at 6%; with 50% employer match about $137,112 at 4% or $91,408 at 6%; with 100% employer match about $102,834 at 4% or $68,556 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 46 | $5,667,929 | $378,429 | $8,227iApproximate average salary by contribution assumption: employee only about $205,668 at 4% or $137,112 at 6%; with 50% employer match about $137,112 at 4% or $91,408 at 6%; with 100% employer match about $102,834 at 4% or $68,556 at 6%. |
| 2018 | 1 | 45 | $4,567,818 | $840,615 | $18,680iApproximate average salary by contribution assumption: employee only about $467,008 at 4% or $311,339 at 6%; with 50% employer match about $311,339 at 4% or $207,559 at 6%; with 100% employer match about $233,504 at 4% or $155,669 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 45 | $4,567,818 | $840,615 | $18,680iApproximate average salary by contribution assumption: employee only about $467,008 at 4% or $311,339 at 6%; with 50% employer match about $311,339 at 4% or $207,559 at 6%; with 100% employer match about $233,504 at 4% or $155,669 at 6%. |
| 2017 | 1 | 38 | $3,961,391 | $294,740 | $7,756iApproximate average salary by contribution assumption: employee only about $193,908 at 4% or $129,272 at 6%; with 50% employer match about $129,272 at 4% or $86,181 at 6%; with 100% employer match about $96,954 at 4% or $64,636 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 38 | $3,961,391 | $294,740 | $7,756iApproximate average salary by contribution assumption: employee only about $193,908 at 4% or $129,272 at 6%; with 50% employer match about $129,272 at 4% or $86,181 at 6%; with 100% employer match about $96,954 at 4% or $64,636 at 6%. |
| 2016 | 1 | 32 | $3,228,148 | $243,059 | $7,596iApproximate average salary by contribution assumption: employee only about $189,890 at 4% or $126,593 at 6%; with 50% employer match about $126,593 at 4% or $84,395 at 6%; with 100% employer match about $94,945 at 4% or $63,297 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 32 | $3,228,148 | $243,059 | $7,596iApproximate average salary by contribution assumption: employee only about $189,890 at 4% or $126,593 at 6%; with 50% employer match about $126,593 at 4% or $84,395 at 6%; with 100% employer match about $94,945 at 4% or $63,297 at 6%. |
| 2015 | 1 | 30 | $3,146,544 | $225,884 | $7,529iApproximate average salary by contribution assumption: employee only about $188,237 at 4% or $125,491 at 6%; with 50% employer match about $125,491 at 4% or $83,661 at 6%; with 100% employer match about $94,118 at 4% or $62,746 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 30 | $3,146,544 | $225,884 | $7,529iApproximate average salary by contribution assumption: employee only about $188,237 at 4% or $125,491 at 6%; with 50% employer match about $125,491 at 4% or $83,661 at 6%; with 100% employer match about $94,118 at 4% or $62,746 at 6%. |
| 2014 | 1 | 36 | $3,166,908 | $242,544 | $6,737iApproximate average salary by contribution assumption: employee only about $168,433 at 4% or $112,289 at 6%; with 50% employer match about $112,289 at 4% or $74,859 at 6%; with 100% employer match about $84,217 at 4% or $56,144 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 36 | $3,166,908 | $242,544 | $6,737iApproximate average salary by contribution assumption: employee only about $168,433 at 4% or $112,289 at 6%; with 50% employer match about $112,289 at 4% or $74,859 at 6%; with 100% employer match about $84,217 at 4% or $56,144 at 6%. |
| 2013 | 1 | 26 | $3,219,217 | $206,727 | $7,951iApproximate average salary by contribution assumption: employee only about $198,776 at 4% or $132,517 at 6%; with 50% employer match about $132,517 at 4% or $88,345 at 6%; with 100% employer match about $99,388 at 4% or $66,259 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 26 | $3,219,217 | $206,727 | $7,951iApproximate average salary by contribution assumption: employee only about $198,776 at 4% or $132,517 at 6%; with 50% employer match about $132,517 at 4% or $88,345 at 6%; with 100% employer match about $99,388 at 4% or $66,259 at 6%. |
| 2012 | 1 | 25 | $2,739,428 | $191,650 | $7,666iApproximate average salary by contribution assumption: employee only about $191,650 at 4% or $127,767 at 6%; with 50% employer match about $127,767 at 4% or $85,178 at 6%; with 100% employer match about $95,825 at 4% or $63,883 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 25 | $2,739,428 | $191,650 | $7,666iApproximate average salary by contribution assumption: employee only about $191,650 at 4% or $127,767 at 6%; with 50% employer match about $127,767 at 4% or $85,178 at 6%; with 100% employer match about $95,825 at 4% or $63,883 at 6%. |
| 2011 | 1 | 26 | $2,306,339 | $188,845 | $7,263iApproximate average salary by contribution assumption: employee only about $181,582 at 4% or $121,054 at 6%; with 50% employer match about $121,054 at 4% or $80,703 at 6%; with 100% employer match about $90,791 at 4% or $60,527 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 26 | $2,306,339 | $188,845 | $7,263iApproximate average salary by contribution assumption: employee only about $181,582 at 4% or $121,054 at 6%; with 50% employer match about $121,054 at 4% or $80,703 at 6%; with 100% employer match about $90,791 at 4% or $60,527 at 6%. |
| 2010 | 1 | 27 | $2,163,145 | $183,290 | $6,789iApproximate average salary by contribution assumption: employee only about $169,713 at 4% or $113,142 at 6%; with 50% employer match about $113,142 at 4% or $75,428 at 6%; with 100% employer match about $84,856 at 4% or $56,571 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 27 | $2,163,145 | $183,290 | $6,789iApproximate average salary by contribution assumption: employee only about $169,713 at 4% or $113,142 at 6%; with 50% employer match about $113,142 at 4% or $75,428 at 6%; with 100% employer match about $84,856 at 4% or $56,571 at 6%. |
| 2009 | 1 | 30 | $1,967,070 | $309,777 | $10,326iApproximate average salary by contribution assumption: employee only about $258,148 at 4% or $172,098 at 6%; with 50% employer match about $172,098 at 4% or $114,732 at 6%; with 100% employer match about $129,074 at 4% or $86,049 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 30 | $1,967,070 | $309,777 | $10,326iApproximate average salary by contribution assumption: employee only about $258,148 at 4% or $172,098 at 6%; with 50% employer match about $172,098 at 4% or $114,732 at 6%; with 100% employer match about $129,074 at 4% or $86,049 at 6%. |
| 2008 | 1 | 23 | $1,561,519 | $309,613 | $13,461iApproximate average salary by contribution assumption: employee only about $336,536 at 4% or $224,357 at 6%; with 50% employer match about $224,357 at 4% or $149,571 at 6%; with 100% employer match about $168,268 at 4% or $112,179 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 23 | $1,561,519 | $309,613 | $13,461iApproximate average salary by contribution assumption: employee only about $336,536 at 4% or $224,357 at 6%; with 50% employer match about $224,357 at 4% or $149,571 at 6%; with 100% employer match about $168,268 at 4% or $112,179 at 6%. |
| 2007 | 1 | 22 | $0 | $0 | - |
| Jules & Associates Inc. 401(K) Plan | - | 22 | - | - | - |
| 2006 | 1 | 22 | $1,723,294 | $255,305 | $11,605iApproximate average salary by contribution assumption: employee only about $290,119 at 4% or $193,413 at 6%; with 50% employer match about $193,413 at 4% or $128,942 at 6%; with 100% employer match about $145,060 at 4% or $96,706 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 22 | $1,723,294 | $255,305 | $11,605iApproximate average salary by contribution assumption: employee only about $290,119 at 4% or $193,413 at 6%; with 50% employer match about $193,413 at 4% or $128,942 at 6%; with 100% employer match about $145,060 at 4% or $96,706 at 6%. |
| 2005 | 1 | 21 | $1,395,580 | $242,161 | $11,531iApproximate average salary by contribution assumption: employee only about $288,287 at 4% or $192,191 at 6%; with 50% employer match about $192,191 at 4% or $128,128 at 6%; with 100% employer match about $144,143 at 4% or $96,096 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 21 | $1,395,580 | $242,161 | $11,531iApproximate average salary by contribution assumption: employee only about $288,287 at 4% or $192,191 at 6%; with 50% employer match about $192,191 at 4% or $128,128 at 6%; with 100% employer match about $144,143 at 4% or $96,096 at 6%. |
| 2004 | 1 | 24 | $1,127,904 | $247,026 | $10,293iApproximate average salary by contribution assumption: employee only about $257,319 at 4% or $171,546 at 6%; with 50% employer match about $171,546 at 4% or $114,364 at 6%; with 100% employer match about $128,659 at 4% or $85,773 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 24 | $1,127,904 | $247,026 | $10,293iApproximate average salary by contribution assumption: employee only about $257,319 at 4% or $171,546 at 6%; with 50% employer match about $171,546 at 4% or $114,364 at 6%; with 100% employer match about $128,659 at 4% or $85,773 at 6%. |
| 2003 | 1 | 20 | $778,329 | $212,632 | $10,632iApproximate average salary by contribution assumption: employee only about $265,790 at 4% or $177,193 at 6%; with 50% employer match about $177,193 at 4% or $118,129 at 6%; with 100% employer match about $132,895 at 4% or $88,597 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 20 | $778,329 | $212,632 | $10,632iApproximate average salary by contribution assumption: employee only about $265,790 at 4% or $177,193 at 6%; with 50% employer match about $177,193 at 4% or $118,129 at 6%; with 100% employer match about $132,895 at 4% or $88,597 at 6%. |
| 2002 | 1 | 19 | $426,765 | $90,886 | $4,783iApproximate average salary by contribution assumption: employee only about $119,587 at 4% or $79,725 at 6%; with 50% employer match about $79,725 at 4% or $53,150 at 6%; with 100% employer match about $59,793 at 4% or $39,862 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 19 | $426,765 | $90,886 | $4,783iApproximate average salary by contribution assumption: employee only about $119,587 at 4% or $79,725 at 6%; with 50% employer match about $79,725 at 4% or $53,150 at 6%; with 100% employer match about $59,793 at 4% or $39,862 at 6%. |
| 2001 | 1 | 23 | $466,159 | $137,239 | $5,967iApproximate average salary by contribution assumption: employee only about $149,173 at 4% or $99,449 at 6%; with 50% employer match about $99,449 at 4% or $66,299 at 6%; with 100% employer match about $74,586 at 4% or $49,724 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 23 | $466,159 | $137,239 | $5,967iApproximate average salary by contribution assumption: employee only about $149,173 at 4% or $99,449 at 6%; with 50% employer match about $99,449 at 4% or $66,299 at 6%; with 100% employer match about $74,586 at 4% or $49,724 at 6%. |
| 2000 | 1 | 20 | $423,680 | $157,874 | $7,894iApproximate average salary by contribution assumption: employee only about $197,343 at 4% or $131,562 at 6%; with 50% employer match about $131,562 at 4% or $87,708 at 6%; with 100% employer match about $98,671 at 4% or $65,781 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 20 | $423,680 | $157,874 | $7,894iApproximate average salary by contribution assumption: employee only about $197,343 at 4% or $131,562 at 6%; with 50% employer match about $131,562 at 4% or $87,708 at 6%; with 100% employer match about $98,671 at 4% or $65,781 at 6%. |
| 1999 | 1 | 14 | $325,864 | $117,068 | $8,362iApproximate average salary by contribution assumption: employee only about $209,050 at 4% or $139,367 at 6%; with 50% employer match about $139,367 at 4% or $92,911 at 6%; with 100% employer match about $104,525 at 4% or $69,683 at 6%. |
| Jules & Associates Inc. 401(K) Plan | - | 14 | $325,864 | $117,068 | $8,362iApproximate average salary by contribution assumption: employee only about $209,050 at 4% or $139,367 at 6%; with 50% employer match about $139,367 at 4% or $92,911 at 6%; with 100% employer match about $104,525 at 4% or $69,683 at 6%. |