Civic Intelligence

Jaeger Wealth Management

Plan context: Jaeger Wealth Management Defined Benefit Plan

EIN 27-1694740 • Red Bank, NJ • 18 filings • 2 plans

10 Broad Street, Suite 202Red Bank, NJ 07701
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,538,890

2024 Contributions

$75,070

Historical Graphs

Total Assets Over Time

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

$1,993,483$996,742$0201320182023YearValue
$1,538,890Latest year 2023

Participants Over Time

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

320201320182023YearValue
2Latest year 2023

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
202410$0$0-
Jaeger Wealth Management Defined Benefit Plan-0$0$0-
202322$1,538,890$0-
Jaeger Wealth Management Defined Benefit Plan-2$1,538,890$0-
JWM 401(K) PLAN-0---
202223$1,703,183$75,070$25,023iApproximate average salary by contribution assumption: employee only about $625,583 at 4% or $417,056 at 6%; with 50% employer match about $417,056 at 4% or $278,037 at 6%; with 100% employer match about $312,792 at 4% or $208,528 at 6%.
Jaeger Wealth Management Defined Benefit Plan-2$1,293,581$0-
JWM 401(K) PLAN-3$409,602$75,070$25,023iApproximate average salary by contribution assumption: employee only about $625,583 at 4% or $417,056 at 6%; with 50% employer match about $417,056 at 4% or $278,037 at 6%; with 100% employer match about $312,792 at 4% or $208,528 at 6%.
202123$1,993,483$102,751$34,250iApproximate average salary by contribution assumption: employee only about $856,258 at 4% or $570,839 at 6%; with 50% employer match about $570,839 at 4% or $380,559 at 6%; with 100% employer match about $428,129 at 4% or $285,419 at 6%.
Jaeger Wealth Management Defined Benefit Plan-2$1,599,640$0-
JWM 401(K) PLAN-3$393,843$102,751$34,250iApproximate average salary by contribution assumption: employee only about $856,258 at 4% or $570,839 at 6%; with 50% employer match about $570,839 at 4% or $380,559 at 6%; with 100% employer match about $428,129 at 4% or $285,419 at 6%.
202023$1,624,442$68,642$22,881iApproximate average salary by contribution assumption: employee only about $572,017 at 4% or $381,344 at 6%; with 50% employer match about $381,344 at 4% or $254,230 at 6%; with 100% employer match about $286,008 at 4% or $190,672 at 6%.
Jaeger Wealth Management Defined Benefit Plan-2$1,375,277$0-
JWM 401(K) PLAN-3$249,165$68,642$22,881iApproximate average salary by contribution assumption: employee only about $572,017 at 4% or $381,344 at 6%; with 50% employer match about $381,344 at 4% or $254,230 at 6%; with 100% employer match about $286,008 at 4% or $190,672 at 6%.
201923$1,392,100$65,581$21,860iApproximate average salary by contribution assumption: employee only about $546,508 at 4% or $364,339 at 6%; with 50% employer match about $364,339 at 4% or $242,893 at 6%; with 100% employer match about $273,254 at 4% or $182,169 at 6%.
Jaeger Wealth Management Defined Benefit Plan-2$1,245,081--
JWM 401(K) PLAN-3$147,019$65,581$21,860iApproximate average salary by contribution assumption: employee only about $546,508 at 4% or $364,339 at 6%; with 50% employer match about $364,339 at 4% or $242,893 at 6%; with 100% employer match about $273,254 at 4% or $182,169 at 6%.
201823$1,074,239$111,469$37,156iApproximate average salary by contribution assumption: employee only about $928,908 at 4% or $619,272 at 6%; with 50% employer match about $619,272 at 4% or $412,848 at 6%; with 100% employer match about $464,454 at 4% or $309,636 at 6%.
Jaeger Wealth Management Defined Benefit Plan-2$1,016,581$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
JWM 401(K) PLAN-3$57,658$62,469$20,823iApproximate average salary by contribution assumption: employee only about $520,575 at 4% or $347,050 at 6%; with 50% employer match about $347,050 at 4% or $231,367 at 6%; with 100% employer match about $260,288 at 4% or $173,525 at 6%.
201712$1,020,181$122,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
Jaeger Wealth Management Defined Benefit Plan-2$1,020,181$122,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
201612$758,531$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
Jaeger Wealth Management Defined Benefit Plan-2$758,531$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
201512$529,013$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
Jaeger Wealth Management Defined Benefit Plan-2$529,013$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
201412$364,956$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
Jaeger Wealth Management Defined Benefit Plan-2$364,956$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
201312$180,000$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
Jaeger Wealth Management Defined Benefit Plan-2$180,000$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.