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Employer · plans filed under one EIN

Jva, Inc.

Boulder, CO · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$39.5Mnet assets across plans
391participant records268 active
$1.4Memployer contributions, latest plan years$5,115 per active record
$165KSchedule C compensation to organisations$421.27 per participant record

Jva, Inc., based in Boulder, Colorado, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 391 participant records and $39.5M in net assets.

The largest is Jva, Inc. Employees' Stock Bonus Plan and Trust, a defined contribution plan with 214 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $1.4M and participant contributions $1.7M in the latest plan years; benefits paid were $532K. Schedule C compensation reported to service provider organisations totalled $165K.

Combined net assets moved from $4.3M in 2013 to $39.5M in 2024 (up 820%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Jva, Inc. Employees' Stock Bonus Plan and Trustdefined contribution plan2024214$16.7M$77,929$7,479$38K
Jva, Inc. Profit-Sharing Plan and Trust401(k) plan2024177$22.8M$128,668$2,752$127K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2013: $4.3M2014: $4.8M2015: $6.1M2016: $6.8M2017: $7.0M2018: $8.2M2019: $19.3M2020: $27.0M2021: $29.5M2022: $28.0M2023: $32.8M2024: $39.5M$4.3M$39.5M2012201620202024
Combined net assets
2012: 1292013: 1452014: 1402015: 1362016: 1482017: 1582018: 1702019: 3212020: 3352021: 3572022: 3642023: 3772024: 3911293912012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242391$39.5M$1.4M$1.7M
20232377$32.8M$982K$1.6M
20222364$28.0M$1.2M$1.4M
20212357$29.5M$997K$823K
20202335$27.0M$1.2M$1.1M
20192321$19.3M$879K$857K
20181170$8.2M$840K$0
20171158$7.0M$549K$0
20161148$6.8M$428K$0
20151136$6.1M$307K$0
20141140$4.8M$241K$0
20131145$4.3M$232K$0
20121129$0$0$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Empower Annuity Insurance Company—1$73,778
Ameriprise Financial Services, Inc.—1$49,598
Construction Economics, LLCValuation (appraisals, etc.)1$22,100
Milliman, Inc.Recordkeeping and information management1$15,630
Empower Advisory Group, LLCInvestment management1$3,610

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Empower Annuity Insurance Company$74K
Ameriprise Financial Services, Inc.$50K
Construction Economics, LLC$22K
Milliman, Inc.$16K
Empower Advisory Group, LLC$3,610

Questions and answers

How many retirement plans does Jva, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Jva, Inc. Employees' Stock Bonus Plan and Trust and Jva, Inc. Profit-Sharing Plan and Trust. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Jva, Inc. contribute to its plans?

$1,370,923 in employer contributions across these plans in their latest plan years, about $5,115 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Empower Annuity Insurance Company, Ameriprise Financial Services, Inc., Construction Economics, LLC and Milliman, Inc. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.