Civic Intelligence

Jmg Financial Group Ltd.

Plan context: Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust

EIN 36-3275370 • 26 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

93

2024 Assets

$28,507,059

2024 Contributions

$1,892,045

Historical Graphs

Total Assets Over Time

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

$28,507,059$14,253,530$0199920132024YearValue
$28,507,059Latest year 2024

Participants Over Time

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

93470199920122024YearValue
93Latest 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
2024193$28,507,059$1,892,045$20,345iApproximate average salary by contribution assumption: employee only about $508,614 at 4% or $339,076 at 6%; with 50% employer match about $339,076 at 4% or $226,051 at 6%; with 100% employer match about $254,307 at 4% or $169,538 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-93$28,507,059$1,892,045$20,345iApproximate average salary by contribution assumption: employee only about $508,614 at 4% or $339,076 at 6%; with 50% employer match about $339,076 at 4% or $226,051 at 6%; with 100% employer match about $254,307 at 4% or $169,538 at 6%.
2023193$23,403,153$1,605,177$17,260iApproximate average salary by contribution assumption: employee only about $431,499 at 4% or $287,666 at 6%; with 50% employer match about $287,666 at 4% or $191,777 at 6%; with 100% employer match about $215,750 at 4% or $143,833 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-93$23,403,153$1,605,177$17,260iApproximate average salary by contribution assumption: employee only about $431,499 at 4% or $287,666 at 6%; with 50% employer match about $287,666 at 4% or $191,777 at 6%; with 100% employer match about $215,750 at 4% or $143,833 at 6%.
2022191$18,147,645$1,462,416$16,071iApproximate average salary by contribution assumption: employee only about $401,763 at 4% or $267,842 at 6%; with 50% employer match about $267,842 at 4% or $178,561 at 6%; with 100% employer match about $200,881 at 4% or $133,921 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-91$18,147,645$1,462,416$16,071iApproximate average salary by contribution assumption: employee only about $401,763 at 4% or $267,842 at 6%; with 50% employer match about $267,842 at 4% or $178,561 at 6%; with 100% employer match about $200,881 at 4% or $133,921 at 6%.
2021171$21,227,730$1,196,046$16,846iApproximate average salary by contribution assumption: employee only about $421,143 at 4% or $280,762 at 6%; with 50% employer match about $280,762 at 4% or $187,175 at 6%; with 100% employer match about $210,571 at 4% or $140,381 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-71$21,227,730$1,196,046$16,846iApproximate average salary by contribution assumption: employee only about $421,143 at 4% or $280,762 at 6%; with 50% employer match about $280,762 at 4% or $187,175 at 6%; with 100% employer match about $210,571 at 4% or $140,381 at 6%.
2020167$19,704,610$1,040,294$15,527iApproximate average salary by contribution assumption: employee only about $388,169 at 4% or $258,780 at 6%; with 50% employer match about $258,780 at 4% or $172,520 at 6%; with 100% employer match about $194,085 at 4% or $129,390 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-67$19,704,610$1,040,294$15,527iApproximate average salary by contribution assumption: employee only about $388,169 at 4% or $258,780 at 6%; with 50% employer match about $258,780 at 4% or $172,520 at 6%; with 100% employer match about $194,085 at 4% or $129,390 at 6%.
2019163$17,012,821$858,770$13,631iApproximate average salary by contribution assumption: employee only about $340,782 at 4% or $227,188 at 6%; with 50% employer match about $227,188 at 4% or $151,459 at 6%; with 100% employer match about $170,391 at 4% or $113,594 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-63$17,012,821$858,770$13,631iApproximate average salary by contribution assumption: employee only about $340,782 at 4% or $227,188 at 6%; with 50% employer match about $227,188 at 4% or $151,459 at 6%; with 100% employer match about $170,391 at 4% or $113,594 at 6%.
2018148$13,684,280$791,024$16,480iApproximate average salary by contribution assumption: employee only about $411,992 at 4% or $274,661 at 6%; with 50% employer match about $274,661 at 4% or $183,107 at 6%; with 100% employer match about $205,996 at 4% or $137,331 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-48$13,684,280$791,024$16,480iApproximate average salary by contribution assumption: employee only about $411,992 at 4% or $274,661 at 6%; with 50% employer match about $274,661 at 4% or $183,107 at 6%; with 100% employer match about $205,996 at 4% or $137,331 at 6%.
2017146$14,852,554$690,570$15,012iApproximate average salary by contribution assumption: employee only about $375,310 at 4% or $250,207 at 6%; with 50% employer match about $250,207 at 4% or $166,804 at 6%; with 100% employer match about $187,655 at 4% or $125,103 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-46$14,852,554$690,570$15,012iApproximate average salary by contribution assumption: employee only about $375,310 at 4% or $250,207 at 6%; with 50% employer match about $250,207 at 4% or $166,804 at 6%; with 100% employer match about $187,655 at 4% or $125,103 at 6%.
2016149$13,386,733$694,761$14,179iApproximate average salary by contribution assumption: employee only about $354,470 at 4% or $236,313 at 6%; with 50% employer match about $236,313 at 4% or $157,542 at 6%; with 100% employer match about $177,235 at 4% or $118,157 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-49$13,386,733$694,761$14,179iApproximate average salary by contribution assumption: employee only about $354,470 at 4% or $236,313 at 6%; with 50% employer match about $236,313 at 4% or $157,542 at 6%; with 100% employer match about $177,235 at 4% or $118,157 at 6%.
2015143$12,651,066$694,812$16,158iApproximate average salary by contribution assumption: employee only about $403,960 at 4% or $269,307 at 6%; with 50% employer match about $269,307 at 4% or $179,538 at 6%; with 100% employer match about $201,980 at 4% or $134,653 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-43$12,651,066$694,812$16,158iApproximate average salary by contribution assumption: employee only about $403,960 at 4% or $269,307 at 6%; with 50% employer match about $269,307 at 4% or $179,538 at 6%; with 100% employer match about $201,980 at 4% or $134,653 at 6%.
2014144$12,883,473$665,794$15,132iApproximate average salary by contribution assumption: employee only about $378,292 at 4% or $252,195 at 6%; with 50% employer match about $252,195 at 4% or $168,130 at 6%; with 100% employer match about $189,146 at 4% or $126,097 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-44$12,883,473$665,794$15,132iApproximate average salary by contribution assumption: employee only about $378,292 at 4% or $252,195 at 6%; with 50% employer match about $252,195 at 4% or $168,130 at 6%; with 100% employer match about $189,146 at 4% or $126,097 at 6%.
2013145$12,515,280$635,956$14,132iApproximate average salary by contribution assumption: employee only about $353,309 at 4% or $235,539 at 6%; with 50% employer match about $235,539 at 4% or $157,026 at 6%; with 100% employer match about $176,654 at 4% or $117,770 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-45$12,515,280$635,956$14,132iApproximate average salary by contribution assumption: employee only about $353,309 at 4% or $235,539 at 6%; with 50% employer match about $235,539 at 4% or $157,026 at 6%; with 100% employer match about $176,654 at 4% or $117,770 at 6%.
2012145$10,599,704$612,789$13,618iApproximate average salary by contribution assumption: employee only about $340,438 at 4% or $226,959 at 6%; with 50% employer match about $226,959 at 4% or $151,306 at 6%; with 100% employer match about $170,219 at 4% or $113,479 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-45$10,599,704$612,789$13,618iApproximate average salary by contribution assumption: employee only about $340,438 at 4% or $226,959 at 6%; with 50% employer match about $226,959 at 4% or $151,306 at 6%; with 100% employer match about $170,219 at 4% or $113,479 at 6%.
2011143$9,079,603$588,097$13,677iApproximate average salary by contribution assumption: employee only about $341,917 at 4% or $227,945 at 6%; with 50% employer match about $227,945 at 4% or $151,963 at 6%; with 100% employer match about $170,958 at 4% or $113,972 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-43$9,079,603$588,097$13,677iApproximate average salary by contribution assumption: employee only about $341,917 at 4% or $227,945 at 6%; with 50% employer match about $227,945 at 4% or $151,963 at 6%; with 100% employer match about $170,958 at 4% or $113,972 at 6%.
2010140$8,935,875$580,181$14,505iApproximate average salary by contribution assumption: employee only about $362,613 at 4% or $241,742 at 6%; with 50% employer match about $241,742 at 4% or $161,161 at 6%; with 100% employer match about $181,307 at 4% or $120,871 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-40$8,935,875$580,181$14,505iApproximate average salary by contribution assumption: employee only about $362,613 at 4% or $241,742 at 6%; with 50% employer match about $241,742 at 4% or $161,161 at 6%; with 100% employer match about $181,307 at 4% or $120,871 at 6%.
2009144$7,350,305$578,377$13,145iApproximate average salary by contribution assumption: employee only about $328,623 at 4% or $219,082 at 6%; with 50% employer match about $219,082 at 4% or $146,055 at 6%; with 100% employer match about $164,312 at 4% or $109,541 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-44$7,350,305$578,377$13,145iApproximate average salary by contribution assumption: employee only about $328,623 at 4% or $219,082 at 6%; with 50% employer match about $219,082 at 4% or $146,055 at 6%; with 100% employer match about $164,312 at 4% or $109,541 at 6%.
2008144$5,163,151$560,105$12,730iApproximate average salary by contribution assumption: employee only about $318,241 at 4% or $212,161 at 6%; with 50% employer match about $212,161 at 4% or $141,441 at 6%; with 100% employer match about $159,121 at 4% or $106,080 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-44$5,163,151$560,105$12,730iApproximate average salary by contribution assumption: employee only about $318,241 at 4% or $212,161 at 6%; with 50% employer match about $212,161 at 4% or $141,441 at 6%; with 100% employer match about $159,121 at 4% or $106,080 at 6%.
2007143$0$0-
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-43---
2006145$7,288,083$560,030$12,445iApproximate average salary by contribution assumption: employee only about $311,128 at 4% or $207,419 at 6%; with 50% employer match about $207,419 at 4% or $138,279 at 6%; with 100% employer match about $155,564 at 4% or $103,709 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-45$7,288,083$560,030$12,445iApproximate average salary by contribution assumption: employee only about $311,128 at 4% or $207,419 at 6%; with 50% employer match about $207,419 at 4% or $138,279 at 6%; with 100% employer match about $155,564 at 4% or $103,709 at 6%.
2005142$5,941,268$525,762$12,518iApproximate average salary by contribution assumption: employee only about $312,954 at 4% or $208,636 at 6%; with 50% employer match about $208,636 at 4% or $139,090 at 6%; with 100% employer match about $156,477 at 4% or $104,318 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-42$5,941,268$525,762$12,518iApproximate average salary by contribution assumption: employee only about $312,954 at 4% or $208,636 at 6%; with 50% employer match about $208,636 at 4% or $139,090 at 6%; with 100% employer match about $156,477 at 4% or $104,318 at 6%.
2004141$5,427,912$526,583$12,843iApproximate average salary by contribution assumption: employee only about $321,087 at 4% or $214,058 at 6%; with 50% employer match about $214,058 at 4% or $142,705 at 6%; with 100% employer match about $160,544 at 4% or $107,029 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-41$5,427,912$526,583$12,843iApproximate average salary by contribution assumption: employee only about $321,087 at 4% or $214,058 at 6%; with 50% employer match about $214,058 at 4% or $142,705 at 6%; with 100% employer match about $160,544 at 4% or $107,029 at 6%.
2003144$4,489,365$469,881$10,679iApproximate average salary by contribution assumption: employee only about $266,978 at 4% or $177,985 at 6%; with 50% employer match about $177,985 at 4% or $118,657 at 6%; with 100% employer match about $133,489 at 4% or $88,993 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-44$4,489,365$469,881$10,679iApproximate average salary by contribution assumption: employee only about $266,978 at 4% or $177,985 at 6%; with 50% employer match about $177,985 at 4% or $118,657 at 6%; with 100% employer match about $133,489 at 4% or $88,993 at 6%.
2002145$0$0-
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-45---
2001145$0$0-
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-45---
2000137$3,308,724$428,829$11,590iApproximate average salary by contribution assumption: employee only about $289,749 at 4% or $193,166 at 6%; with 50% employer match about $193,166 at 4% or $128,777 at 6%; with 100% employer match about $144,875 at 4% or $96,583 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-37$3,308,724$428,829$11,590iApproximate average salary by contribution assumption: employee only about $289,749 at 4% or $193,166 at 6%; with 50% employer match about $193,166 at 4% or $128,777 at 6%; with 100% employer match about $144,875 at 4% or $96,583 at 6%.
1999136$3,561,608$322,059$8,946iApproximate average salary by contribution assumption: employee only about $223,652 at 4% or $149,101 at 6%; with 50% employer match about $149,101 at 4% or $99,401 at 6%; with 100% employer match about $111,826 at 4% or $74,551 at 6%.
Jmg Financial Group Ltd. Profit Sharing and 401K Plan and Trust-36$3,561,608$322,059$8,946iApproximate average salary by contribution assumption: employee only about $223,652 at 4% or $149,101 at 6%; with 50% employer match about $149,101 at 4% or $99,401 at 6%; with 100% employer match about $111,826 at 4% or $74,551 at 6%.