Civic Intelligence

J&M Family Management

Plan context: J&M Family Management LLC 401(K) Plan

EIN 26-3169829 • 18 filings • 7 plans

Current Snapshot

Latest Year

2025

2025 Participants

125

2025 Assets

$3,440,248

2025 Contributions

$353,167

Historical Graphs

Total Assets Over Time

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

$11,073,066$5,536,533$0202020222024YearValue
$3,440,248Latest year 2024

Participants Over Time

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

1,6158080202020232025YearValue
125Latest 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
20251125$0$0-
J&M Family Management Wrap Plan-125---
20242299$3,440,248$353,167$1,181iApproximate average salary by contribution assumption: employee only about $29,529 at 4% or $19,686 at 6%; with 50% employer match about $19,686 at 4% or $13,124 at 6%; with 100% employer match about $14,765 at 4% or $9,843 at 6%.
J&M Family Management LLC 401(K) Plan-299$3,440,248$353,167$1,181iApproximate average salary by contribution assumption: employee only about $29,529 at 4% or $19,686 at 6%; with 50% employer match about $19,686 at 4% or $13,124 at 6%; with 100% employer match about $14,765 at 4% or $9,843 at 6%.
J&M Family Management Wrap Plan-106---
20232291$3,717,710$182,251$626iApproximate average salary by contribution assumption: employee only about $15,657 at 4% or $10,438 at 6%; with 50% employer match about $10,438 at 4% or $6,959 at 6%; with 100% employer match about $7,829 at 4% or $5,219 at 6%.
J&M Family Management LLC 401(K) Plan-291$3,717,710$182,251$626iApproximate average salary by contribution assumption: employee only about $15,657 at 4% or $10,438 at 6%; with 50% employer match about $10,438 at 4% or $6,959 at 6%; with 100% employer match about $7,829 at 4% or $5,219 at 6%.
J&M Family Management Wrap Plan-159---
20223202$3,425,661$241,395$1,195iApproximate average salary by contribution assumption: employee only about $29,876 at 4% or $19,917 at 6%; with 50% employer match about $19,917 at 4% or $13,278 at 6%; with 100% employer match about $14,938 at 4% or $9,959 at 6%.
J&M Family Management LLC 401(K) Plan-202$3,425,661$241,395$1,195iApproximate average salary by contribution assumption: employee only about $29,876 at 4% or $19,917 at 6%; with 50% employer match about $19,917 at 4% or $13,278 at 6%; with 100% employer match about $14,938 at 4% or $9,959 at 6%.
J&M Family Management Wrap Plan-132---
J&M FAMILY MANAGEMENT ANCILLARY BENEFIT PLAN-96---
20215167$11,073,066$634,594$3,800iApproximate average salary by contribution assumption: employee only about $94,999 at 4% or $63,333 at 6%; with 50% employer match about $63,333 at 4% or $42,222 at 6%; with 100% employer match about $47,500 at 4% or $31,666 at 6%.
J&M Family Management LLC 401(K) Plan-127$5,536,533$317,297$2,498iApproximate average salary by contribution assumption: employee only about $62,460 at 4% or $41,640 at 6%; with 50% employer match about $41,640 at 4% or $27,760 at 6%; with 100% employer match about $31,230 at 4% or $20,820 at 6%.
J&M Family Management LLC 401(K) Plan-127$5,536,533$317,297$2,498iApproximate average salary by contribution assumption: employee only about $62,460 at 4% or $41,640 at 6%; with 50% employer match about $41,640 at 4% or $27,760 at 6%; with 100% employer match about $31,230 at 4% or $20,820 at 6%.
J&M Family Management Wrap Plan-76---
J&M FAMILY MANAGEMENT ANCILLARY BENEFIT PLAN-167---
J&M FAMILY MANAGEMENT DENTAL AND VISION PLAN-0---
202051,615$5,510,143$424,099$263iApproximate average salary by contribution assumption: employee only about $6,565 at 4% or $4,377 at 6%; with 50% employer match about $4,377 at 4% or $2,918 at 6%; with 100% employer match about $3,283 at 4% or $2,188 at 6%.
J&M Family Management LLC 401(K) Plan-1,615$5,510,143$424,099$263iApproximate average salary by contribution assumption: employee only about $6,565 at 4% or $4,377 at 6%; with 50% employer match about $4,377 at 4% or $2,918 at 6%; with 100% employer match about $3,283 at 4% or $2,188 at 6%.
J&M FAMILY MANAGEMENT ANCILLARY BENEFIT PLAN-175---
J&M FAMILY MANAGEMENT CRITICAL ILLNESS BENEFIT PLAN-52---
J&M FAMILY MANAGEMENT DENTAL AND VISION PLAN-106---
J&M Family Management Wrap Plan-158---