Civic Intelligence

Jwb Capital Management Inc.

Plan context: Jwb Capital Management Inc. Profit Sharing

EIN 26-3262805 • Matthews, NC • 11 filings • 1 plans

1067 Lake Forest DrMatthews, NC 28104-7411
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$92,219

2019 Contributions

$54,000

Historical Graphs

Total Assets Over Time

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

$133,413$66,707$0200820142019YearValue
$92,219Latest year 2019

Participants Over Time

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

110200820142019YearValue
1Latest year 2019

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
201911$92,219$0-
Jwb Capital Management Inc. Profit Sharing-1$92,219--
201811$133,413$0-
Jwb Capital Management Inc. Profit Sharing-1$133,413--
201711$77,413$0-
Jwb Capital Management Inc. Profit Sharing-1$77,413--
201611$77,413$54,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
Jwb Capital Management Inc. Profit Sharing-1$77,413$54,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
201511$23,413$0-
Jwb Capital Management Inc. Profit Sharing-1$23,413--
201411$23,413$18,253$18,253iApproximate average salary by contribution assumption: employee only about $456,325 at 4% or $304,217 at 6%; with 50% employer match about $304,217 at 4% or $202,811 at 6%; with 100% employer match about $228,163 at 4% or $152,108 at 6%.
Jwb Capital Management Inc. Profit Sharing-1$23,413$18,253$18,253iApproximate average salary by contribution assumption: employee only about $456,325 at 4% or $304,217 at 6%; with 50% employer match about $304,217 at 4% or $202,811 at 6%; with 100% employer match about $228,163 at 4% or $152,108 at 6%.
201311$5,160$0-
Jwb Capital Management Inc. Profit Sharing-1$5,160--
201211$5,160$0-
Jwb Capital Management Inc. Profit Sharing-1$5,160--
201111$5,160$0-
Jwb Capital Management Inc. Profit Sharing-1$5,160--
200911$5,160$0-
Jwb Capital Management Inc. Profit Sharing-1$5,160--
200811$50,160$50,133$50,133iApproximate average salary by contribution assumption: employee only about $1,253,325 at 4% or $835,550 at 6%; with 50% employer match about $835,550 at 4% or $557,033 at 6%; with 100% employer match about $626,663 at 4% or $417,775 at 6%.
Jwb Capital Management Inc. Profit Sharing-1$50,160$50,133$50,133iApproximate average salary by contribution assumption: employee only about $1,253,325 at 4% or $835,550 at 6%; with 50% employer match about $835,550 at 4% or $557,033 at 6%; with 100% employer match about $626,663 at 4% or $417,775 at 6%.