Civic Intelligence

J & M Management Services

Plan context: J & M Management Services Retirement Plan

EIN 27-0765475 • Louisa, KY • 18 filings • 2 plans

11636 S. Highway 3Louisa, KY 41230-6595
Current Snapshot

Latest Year

2024

2024 Participants

92

2024 Assets

$970,408

2024 Contributions

$442,915

Historical Graphs

Total Assets Over Time

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

$970,408$485,204$0200920172024YearValue
$970,408Latest year 2024

Participants Over Time

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

132660200920172024YearValue
92Latest year 2024

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
2024192$970,408$442,915$4,814iApproximate average salary by contribution assumption: employee only about $120,357 at 4% or $80,238 at 6%; with 50% employer match about $80,238 at 4% or $53,492 at 6%; with 100% employer match about $60,179 at 4% or $40,119 at 6%.
J & M Management Services Retirement Plan-92$970,408$442,915$4,814iApproximate average salary by contribution assumption: employee only about $120,357 at 4% or $80,238 at 6%; with 50% employer match about $80,238 at 4% or $53,492 at 6%; with 100% employer match about $60,179 at 4% or $40,119 at 6%.
2023187$585,077$214,208$2,462iApproximate average salary by contribution assumption: employee only about $61,554 at 4% or $41,036 at 6%; with 50% employer match about $41,036 at 4% or $27,357 at 6%; with 100% employer match about $30,777 at 4% or $20,518 at 6%.
J & M Management Services Retirement Plan-87$585,077$214,208$2,462iApproximate average salary by contribution assumption: employee only about $61,554 at 4% or $41,036 at 6%; with 50% employer match about $41,036 at 4% or $27,357 at 6%; with 100% employer match about $30,777 at 4% or $20,518 at 6%.
2022172$450,716$115,053$1,598iApproximate average salary by contribution assumption: employee only about $39,949 at 4% or $26,633 at 6%; with 50% employer match about $26,633 at 4% or $17,755 at 6%; with 100% employer match about $19,974 at 4% or $13,316 at 6%.
J & M Management Services Retirement Plan-72$450,716$115,053$1,598iApproximate average salary by contribution assumption: employee only about $39,949 at 4% or $26,633 at 6%; with 50% employer match about $26,633 at 4% or $17,755 at 6%; with 100% employer match about $19,974 at 4% or $13,316 at 6%.
2021151$524,642$107,297$2,104iApproximate average salary by contribution assumption: employee only about $52,597 at 4% or $35,064 at 6%; with 50% employer match about $35,064 at 4% or $23,376 at 6%; with 100% employer match about $26,298 at 4% or $17,532 at 6%.
J & M Management Services Retirement Plan-51$524,642$107,297$2,104iApproximate average salary by contribution assumption: employee only about $52,597 at 4% or $35,064 at 6%; with 50% employer match about $35,064 at 4% or $23,376 at 6%; with 100% employer match about $26,298 at 4% or $17,532 at 6%.
2020161$581,241$191,708$3,143iApproximate average salary by contribution assumption: employee only about $78,569 at 4% or $52,379 at 6%; with 50% employer match about $52,379 at 4% or $34,919 at 6%; with 100% employer match about $39,284 at 4% or $26,190 at 6%.
J & M Management Services Retirement Plan-61$581,241$191,708$3,143iApproximate average salary by contribution assumption: employee only about $78,569 at 4% or $52,379 at 6%; with 50% employer match about $52,379 at 4% or $34,919 at 6%; with 100% employer match about $39,284 at 4% or $26,190 at 6%.
2019199$626,569$430,681$4,350iApproximate average salary by contribution assumption: employee only about $108,758 at 4% or $72,505 at 6%; with 50% employer match about $72,505 at 4% or $48,337 at 6%; with 100% employer match about $54,379 at 4% or $36,253 at 6%.
J & M Management Services Retirement Plan-99$626,569$430,681$4,350iApproximate average salary by contribution assumption: employee only about $108,758 at 4% or $72,505 at 6%; with 50% employer match about $72,505 at 4% or $48,337 at 6%; with 100% employer match about $54,379 at 4% or $36,253 at 6%.
2018191$436,376$229,898$2,526iApproximate average salary by contribution assumption: employee only about $63,159 at 4% or $42,106 at 6%; with 50% employer match about $42,106 at 4% or $28,071 at 6%; with 100% employer match about $31,579 at 4% or $21,053 at 6%.
J & M Management Services Retirement Plan-91$436,376$229,898$2,526iApproximate average salary by contribution assumption: employee only about $63,159 at 4% or $42,106 at 6%; with 50% employer match about $42,106 at 4% or $28,071 at 6%; with 100% employer match about $31,579 at 4% or $21,053 at 6%.
2017155$537,811$190,532$3,464iApproximate average salary by contribution assumption: employee only about $86,605 at 4% or $57,737 at 6%; with 50% employer match about $57,737 at 4% or $38,491 at 6%; with 100% employer match about $43,303 at 4% or $28,868 at 6%.
J & M Management Services Retirement Plan-55$537,811$190,532$3,464iApproximate average salary by contribution assumption: employee only about $86,605 at 4% or $57,737 at 6%; with 50% employer match about $57,737 at 4% or $38,491 at 6%; with 100% employer match about $43,303 at 4% or $28,868 at 6%.
2016147$494,916$251,222$5,345iApproximate average salary by contribution assumption: employee only about $133,629 at 4% or $89,086 at 6%; with 50% employer match about $89,086 at 4% or $59,391 at 6%; with 100% employer match about $66,814 at 4% or $44,543 at 6%.
J & M Management Services Retirement Plan-47$494,916$251,222$5,345iApproximate average salary by contribution assumption: employee only about $133,629 at 4% or $89,086 at 6%; with 50% employer match about $89,086 at 4% or $59,391 at 6%; with 100% employer match about $66,814 at 4% or $44,543 at 6%.
20152126$889,755$510,535$4,052iApproximate average salary by contribution assumption: employee only about $101,297 at 4% or $67,531 at 6%; with 50% employer match about $67,531 at 4% or $45,021 at 6%; with 100% employer match about $50,648 at 4% or $33,766 at 6%.
J & M Management Services Retirement Plan-126$889,755$510,535$4,052iApproximate average salary by contribution assumption: employee only about $101,297 at 4% or $67,531 at 6%; with 50% employer match about $67,531 at 4% or $45,021 at 6%; with 100% employer match about $50,648 at 4% or $33,766 at 6%.
J&M MANAGEMENT SERVICES EMPLOYEE BENEFITS PLAN-30---
20142132$713,193$362,128$2,743iApproximate average salary by contribution assumption: employee only about $68,585 at 4% or $45,723 at 6%; with 50% employer match about $45,723 at 4% or $30,482 at 6%; with 100% employer match about $34,292 at 4% or $22,862 at 6%.
J & M Management Services Retirement Plan-132$713,193$362,128$2,743iApproximate average salary by contribution assumption: employee only about $68,585 at 4% or $45,723 at 6%; with 50% employer match about $45,723 at 4% or $30,482 at 6%; with 100% employer match about $34,292 at 4% or $22,862 at 6%.
J&M MANAGEMENT SERVICES EMPLOYEE BENEFITS PLAN-98---
20131106$489,273$276,021$2,604iApproximate average salary by contribution assumption: employee only about $65,099 at 4% or $43,400 at 6%; with 50% employer match about $43,400 at 4% or $28,933 at 6%; with 100% employer match about $32,550 at 4% or $21,700 at 6%.
J & M Management Services Retirement Plan-106$489,273$276,021$2,604iApproximate average salary by contribution assumption: employee only about $65,099 at 4% or $43,400 at 6%; with 50% employer match about $43,400 at 4% or $28,933 at 6%; with 100% employer match about $32,550 at 4% or $21,700 at 6%.
2012157$346,513$188,410$3,305iApproximate average salary by contribution assumption: employee only about $82,636 at 4% or $55,091 at 6%; with 50% employer match about $55,091 at 4% or $36,727 at 6%; with 100% employer match about $41,318 at 4% or $27,545 at 6%.
J & M Management Services Retirement Plan-57$346,513$188,410$3,305iApproximate average salary by contribution assumption: employee only about $82,636 at 4% or $55,091 at 6%; with 50% employer match about $55,091 at 4% or $36,727 at 6%; with 100% employer match about $41,318 at 4% or $27,545 at 6%.
2011125$152,620$122,408$4,896iApproximate average salary by contribution assumption: employee only about $122,408 at 4% or $81,605 at 6%; with 50% employer match about $81,605 at 4% or $54,404 at 6%; with 100% employer match about $61,204 at 4% or $40,803 at 6%.
J & M Management Services Retirement Plan-25$152,620$122,408$4,896iApproximate average salary by contribution assumption: employee only about $122,408 at 4% or $81,605 at 6%; with 50% employer match about $81,605 at 4% or $54,404 at 6%; with 100% employer match about $61,204 at 4% or $40,803 at 6%.
2010139$88,083$74,764$1,917iApproximate average salary by contribution assumption: employee only about $47,926 at 4% or $31,950 at 6%; with 50% employer match about $31,950 at 4% or $21,300 at 6%; with 100% employer match about $23,963 at 4% or $15,975 at 6%.
J & M Management Services Retirement Plan-39$88,083$74,764$1,917iApproximate average salary by contribution assumption: employee only about $47,926 at 4% or $31,950 at 6%; with 50% employer match about $31,950 at 4% or $21,300 at 6%; with 100% employer match about $23,963 at 4% or $15,975 at 6%.
2009117$9,423$9,443$555iApproximate average salary by contribution assumption: employee only about $13,887 at 4% or $9,258 at 6%; with 50% employer match about $9,258 at 4% or $6,172 at 6%; with 100% employer match about $6,943 at 4% or $4,629 at 6%.
J & M Management Services Retirement Plan-17$9,423$9,443$555iApproximate average salary by contribution assumption: employee only about $13,887 at 4% or $9,258 at 6%; with 50% employer match about $9,258 at 4% or $6,172 at 6%; with 100% employer match about $6,943 at 4% or $4,629 at 6%.