Civic Intelligence

Jgb Management Inc.

Plan context: Jgb Management Inc. Retirement Plan (Formerly Jgb Capital Management Inc. Retirement Plan)

EIN 30-0289266 • Westport, CT • 16 filings • 4 plans

21 Charles StreetSuite 160Westport, CT 06880
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$7,547,933

2024 Contributions

$425,000

Historical Graphs

Total Assets Over Time

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

$7,547,933$3,773,967$0200920172024YearValue
$7,547,933Latest year 2024

Participants Over Time

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

740200920172024YearValue
7Latest 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
202417$7,547,933$425,000$60,714iApproximate average salary by contribution assumption: employee only about $1,517,857 at 4% or $1,011,905 at 6%; with 50% employer match about $1,011,905 at 4% or $674,603 at 6%; with 100% employer match about $758,929 at 4% or $505,952 at 6%.
Jgb Management Inc. Retirement Plan (Formerly Jgb Capital Management Inc. Retirement Plan)-7$7,547,933$425,000$60,714iApproximate average salary by contribution assumption: employee only about $1,517,857 at 4% or $1,011,905 at 6%; with 50% employer match about $1,011,905 at 4% or $674,603 at 6%; with 100% employer match about $758,929 at 4% or $505,952 at 6%.
202317$5,790,168$375,000$53,571iApproximate average salary by contribution assumption: employee only about $1,339,286 at 4% or $892,857 at 6%; with 50% employer match about $892,857 at 4% or $595,238 at 6%; with 100% employer match about $669,643 at 4% or $446,429 at 6%.
Jgb Management Inc. Retirement Plan (Formerly Jgb Capital Management Inc. Retirement Plan)-7$5,790,168$375,000$53,571iApproximate average salary by contribution assumption: employee only about $1,339,286 at 4% or $892,857 at 6%; with 50% employer match about $892,857 at 4% or $595,238 at 6%; with 100% employer match about $669,643 at 4% or $446,429 at 6%.
202216$4,473,687$403,027$67,171iApproximate average salary by contribution assumption: employee only about $1,679,279 at 4% or $1,119,519 at 6%; with 50% employer match about $1,119,519 at 4% or $746,346 at 6%; with 100% employer match about $839,640 at 4% or $559,760 at 6%.
Jgb Management Inc. Retirement Plan (Formerly Jgb Capital Management Inc. Retirement Plan)-6$4,473,687$403,027$67,171iApproximate average salary by contribution assumption: employee only about $1,679,279 at 4% or $1,119,519 at 6%; with 50% employer match about $1,119,519 at 4% or $746,346 at 6%; with 100% employer match about $839,640 at 4% or $559,760 at 6%.
202116$3,519,117$277,500$46,250iApproximate average salary by contribution assumption: employee only about $1,156,250 at 4% or $770,833 at 6%; with 50% employer match about $770,833 at 4% or $513,889 at 6%; with 100% employer match about $578,125 at 4% or $385,417 at 6%.
Jgb Management Inc. Retirement Plan (Formerly Jgb Capital Management Inc. Retirement Plan)-6$3,519,117$277,500$46,250iApproximate average salary by contribution assumption: employee only about $1,156,250 at 4% or $770,833 at 6%; with 50% employer match about $770,833 at 4% or $513,889 at 6%; with 100% employer match about $578,125 at 4% or $385,417 at 6%.
202017$2,797,149$338,500$48,357iApproximate average salary by contribution assumption: employee only about $1,208,929 at 4% or $805,952 at 6%; with 50% employer match about $805,952 at 4% or $537,302 at 6%; with 100% employer match about $604,464 at 4% or $402,976 at 6%.
Jgb Management Inc. Retirement Plan (Formerly Jgb Capital Management Inc. Retirement Plan)-7$2,797,149$338,500$48,357iApproximate average salary by contribution assumption: employee only about $1,208,929 at 4% or $805,952 at 6%; with 50% employer match about $805,952 at 4% or $537,302 at 6%; with 100% employer match about $604,464 at 4% or $402,976 at 6%.
201917$2,207,575$286,000$40,857iApproximate average salary by contribution assumption: employee only about $1,021,429 at 4% or $680,952 at 6%; with 50% employer match about $680,952 at 4% or $453,968 at 6%; with 100% employer match about $510,714 at 4% or $340,476 at 6%.
Jgb Management Inc. Retirement Plan (Formerly Jgb Capital Management Inc. Retirement Plan)-7$2,207,575$286,000$40,857iApproximate average salary by contribution assumption: employee only about $1,021,429 at 4% or $680,952 at 6%; with 50% employer match about $680,952 at 4% or $453,968 at 6%; with 100% employer match about $510,714 at 4% or $340,476 at 6%.
201817$1,739,458$231,250$33,036iApproximate average salary by contribution assumption: employee only about $825,893 at 4% or $550,595 at 6%; with 50% employer match about $550,595 at 4% or $367,063 at 6%; with 100% employer match about $412,946 at 4% or $275,298 at 6%.
Jgb Management Inc. Retirement Plan (Formerly Jgb Capital Management Inc. Retirement Plan)-7$1,739,458$231,250$33,036iApproximate average salary by contribution assumption: employee only about $825,893 at 4% or $550,595 at 6%; with 50% employer match about $550,595 at 4% or $367,063 at 6%; with 100% employer match about $412,946 at 4% or $275,298 at 6%.
201717$1,349,285$230,190$32,884iApproximate average salary by contribution assumption: employee only about $822,107 at 4% or $548,071 at 6%; with 50% employer match about $548,071 at 4% or $365,381 at 6%; with 100% employer match about $411,054 at 4% or $274,036 at 6%.
Jgb Management Inc. Retirement Plan (Formerly Jgb Capital Management Inc. Retirement Plan)-7$1,349,285$230,190$32,884iApproximate average salary by contribution assumption: employee only about $822,107 at 4% or $548,071 at 6%; with 50% employer match about $548,071 at 4% or $365,381 at 6%; with 100% employer match about $411,054 at 4% or $274,036 at 6%.
201614$1,006,151$209,000$52,250iApproximate average salary by contribution assumption: employee only about $1,306,250 at 4% or $870,833 at 6%; with 50% employer match about $870,833 at 4% or $580,556 at 6%; with 100% employer match about $653,125 at 4% or $435,417 at 6%.
Jgb Management Inc. Retirement Plan (Formerly Jgb Capital Management Inc. Retirement Plan)-4$1,006,151$209,000$52,250iApproximate average salary by contribution assumption: employee only about $1,306,250 at 4% or $870,833 at 6%; with 50% employer match about $870,833 at 4% or $580,556 at 6%; with 100% employer match about $653,125 at 4% or $435,417 at 6%.
201514$703,332$165,000$41,250iApproximate average salary by contribution assumption: employee only about $1,031,250 at 4% or $687,500 at 6%; with 50% employer match about $687,500 at 4% or $458,333 at 6%; with 100% employer match about $515,625 at 4% or $343,750 at 6%.
Jgb Management Inc. Retirement Plan (Formerly Jgb Capital Management Inc. Retirement Plan)-4$703,332$165,000$41,250iApproximate average salary by contribution assumption: employee only about $1,031,250 at 4% or $687,500 at 6%; with 50% employer match about $687,500 at 4% or $458,333 at 6%; with 100% employer match about $515,625 at 4% or $343,750 at 6%.
201413$511,482$142,000$47,333iApproximate average salary by contribution assumption: employee only about $1,183,333 at 4% or $788,889 at 6%; with 50% employer match about $788,889 at 4% or $525,926 at 6%; with 100% employer match about $591,667 at 4% or $394,444 at 6%.
Jgb Management Inc. Retirement Plan (Formerly Jgb Capital Management Inc. Retirement Plan)-3$511,482$142,000$47,333iApproximate average salary by contribution assumption: employee only about $1,183,333 at 4% or $788,889 at 6%; with 50% employer match about $788,889 at 4% or $525,926 at 6%; with 100% employer match about $591,667 at 4% or $394,444 at 6%.
201313$344,441$99,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
Jgb Management Inc. Retirement Plan (Formerly Jgb Capital Management Inc. Retirement Plan)-3$344,441$99,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
201213$335,909$0-
Jgb Management Inc. Retirement Plan (Formerly Jgb Capital Management Inc. Retirement Plan)-3$335,909--
201114$435,695$69,000$17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%.
Jgb Management Inc. Retirement Plan (Formerly Jgb Capital Management Inc. Retirement Plan)-4$435,695$69,000$17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%.
201014$355,665$196,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Jgb Management Inc. Retirement Plan (Formerly Jgb Capital Management Inc. Retirement Plan)-4$355,665$196,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
200913$146,866$147,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Jgb Management Inc. Retirement Plan (Formerly Jgb Capital Management Inc. Retirement Plan)-3$146,866$147,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.