Civic Intelligence

Jet South Inc.

Plan context: Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan

EIN 59-2207264 • Fort Myers, FL • 26 filings • 6 plans

3210 Cleveland Avenue, Suite 100Fort Myers, FL 33901
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$3,529,956

2024 Contributions

$100,270

Historical Graphs

Total Assets Over Time

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

$4,260,372$2,130,186$0199920122024YearValue
$3,529,956Latest year 2024

Participants Over Time

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

60300199920122024YearValue
21Latest 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
2024121$3,529,956$100,270$4,775iApproximate average salary by contribution assumption: employee only about $119,369 at 4% or $79,579 at 6%; with 50% employer match about $79,579 at 4% or $53,053 at 6%; with 100% employer match about $59,685 at 4% or $39,790 at 6%.
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-21$3,529,956$100,270$4,775iApproximate average salary by contribution assumption: employee only about $119,369 at 4% or $79,579 at 6%; with 50% employer match about $79,579 at 4% or $53,053 at 6%; with 100% employer match about $59,685 at 4% or $39,790 at 6%.
2023122$3,073,892$111,687$5,077iApproximate average salary by contribution assumption: employee only about $126,917 at 4% or $84,611 at 6%; with 50% employer match about $84,611 at 4% or $56,408 at 6%; with 100% employer match about $63,459 at 4% or $42,306 at 6%.
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-22$3,073,892$111,687$5,077iApproximate average salary by contribution assumption: employee only about $126,917 at 4% or $84,611 at 6%; with 50% employer match about $84,611 at 4% or $56,408 at 6%; with 100% employer match about $63,459 at 4% or $42,306 at 6%.
2022125$2,994,534$153,768$6,151iApproximate average salary by contribution assumption: employee only about $153,768 at 4% or $102,512 at 6%; with 50% employer match about $102,512 at 4% or $68,341 at 6%; with 100% employer match about $76,884 at 4% or $51,256 at 6%.
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-25$2,994,534$153,768$6,151iApproximate average salary by contribution assumption: employee only about $153,768 at 4% or $102,512 at 6%; with 50% employer match about $102,512 at 4% or $68,341 at 6%; with 100% employer match about $76,884 at 4% or $51,256 at 6%.
2021125$3,918,869$163,419$6,537iApproximate average salary by contribution assumption: employee only about $163,419 at 4% or $108,946 at 6%; with 50% employer match about $108,946 at 4% or $72,631 at 6%; with 100% employer match about $81,710 at 4% or $54,473 at 6%.
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-25$3,918,869$163,419$6,537iApproximate average salary by contribution assumption: employee only about $163,419 at 4% or $108,946 at 6%; with 50% employer match about $108,946 at 4% or $72,631 at 6%; with 100% employer match about $81,710 at 4% or $54,473 at 6%.
2020131$4,260,372$189,049$6,098iApproximate average salary by contribution assumption: employee only about $152,459 at 4% or $101,639 at 6%; with 50% employer match about $101,639 at 4% or $67,759 at 6%; with 100% employer match about $76,229 at 4% or $50,820 at 6%.
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-31$4,260,372$189,049$6,098iApproximate average salary by contribution assumption: employee only about $152,459 at 4% or $101,639 at 6%; with 50% employer match about $101,639 at 4% or $67,759 at 6%; with 100% employer match about $76,229 at 4% or $50,820 at 6%.
2019136$3,635,528$170,415$4,734iApproximate average salary by contribution assumption: employee only about $118,344 at 4% or $78,896 at 6%; with 50% employer match about $78,896 at 4% or $52,597 at 6%; with 100% employer match about $59,172 at 4% or $39,448 at 6%.
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-36$3,635,528$170,415$4,734iApproximate average salary by contribution assumption: employee only about $118,344 at 4% or $78,896 at 6%; with 50% employer match about $78,896 at 4% or $52,597 at 6%; with 100% employer match about $59,172 at 4% or $39,448 at 6%.
2018139$3,167,850$175,673$4,504iApproximate average salary by contribution assumption: employee only about $112,611 at 4% or $75,074 at 6%; with 50% employer match about $75,074 at 4% or $50,049 at 6%; with 100% employer match about $56,305 at 4% or $37,537 at 6%.
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-39$3,167,850$175,673$4,504iApproximate average salary by contribution assumption: employee only about $112,611 at 4% or $75,074 at 6%; with 50% employer match about $75,074 at 4% or $50,049 at 6%; with 100% employer match about $56,305 at 4% or $37,537 at 6%.
2017140$3,306,422$198,665$4,967iApproximate average salary by contribution assumption: employee only about $124,166 at 4% or $82,777 at 6%; with 50% employer match about $82,777 at 4% or $55,185 at 6%; with 100% employer match about $62,083 at 4% or $41,389 at 6%.
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-40$3,306,422$198,665$4,967iApproximate average salary by contribution assumption: employee only about $124,166 at 4% or $82,777 at 6%; with 50% employer match about $82,777 at 4% or $55,185 at 6%; with 100% employer match about $62,083 at 4% or $41,389 at 6%.
2016141$2,737,674$191,675$4,675iApproximate average salary by contribution assumption: employee only about $116,875 at 4% or $77,917 at 6%; with 50% employer match about $77,917 at 4% or $51,944 at 6%; with 100% employer match about $58,438 at 4% or $38,958 at 6%.
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-41$2,737,674$191,675$4,675iApproximate average salary by contribution assumption: employee only about $116,875 at 4% or $77,917 at 6%; with 50% employer match about $77,917 at 4% or $51,944 at 6%; with 100% employer match about $58,438 at 4% or $38,958 at 6%.
2015138$2,420,803$174,530$4,593iApproximate average salary by contribution assumption: employee only about $114,822 at 4% or $76,548 at 6%; with 50% employer match about $76,548 at 4% or $51,032 at 6%; with 100% employer match about $57,411 at 4% or $38,274 at 6%.
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-38$2,420,803$174,530$4,593iApproximate average salary by contribution assumption: employee only about $114,822 at 4% or $76,548 at 6%; with 50% employer match about $76,548 at 4% or $51,032 at 6%; with 100% employer match about $57,411 at 4% or $38,274 at 6%.
2014139$2,316,773$157,878$4,048iApproximate average salary by contribution assumption: employee only about $101,204 at 4% or $67,469 at 6%; with 50% employer match about $67,469 at 4% or $44,979 at 6%; with 100% employer match about $50,602 at 4% or $33,735 at 6%.
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-39$2,316,773$157,878$4,048iApproximate average salary by contribution assumption: employee only about $101,204 at 4% or $67,469 at 6%; with 50% employer match about $67,469 at 4% or $44,979 at 6%; with 100% employer match about $50,602 at 4% or $33,735 at 6%.
2013141$2,198,864$144,355$3,521iApproximate average salary by contribution assumption: employee only about $88,021 at 4% or $58,681 at 6%; with 50% employer match about $58,681 at 4% or $39,121 at 6%; with 100% employer match about $44,011 at 4% or $29,340 at 6%.
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-41$2,198,864$144,355$3,521iApproximate average salary by contribution assumption: employee only about $88,021 at 4% or $58,681 at 6%; with 50% employer match about $58,681 at 4% or $39,121 at 6%; with 100% employer match about $44,011 at 4% or $29,340 at 6%.
2012145$1,876,365$133,549$2,968iApproximate average salary by contribution assumption: employee only about $74,194 at 4% or $49,463 at 6%; with 50% employer match about $49,463 at 4% or $32,975 at 6%; with 100% employer match about $37,097 at 4% or $24,731 at 6%.
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-45$1,876,365$133,549$2,968iApproximate average salary by contribution assumption: employee only about $74,194 at 4% or $49,463 at 6%; with 50% employer match about $49,463 at 4% or $32,975 at 6%; with 100% employer match about $37,097 at 4% or $24,731 at 6%.
2011147$2,657,062$116,584$2,481iApproximate average salary by contribution assumption: employee only about $62,013 at 4% or $41,342 at 6%; with 50% employer match about $41,342 at 4% or $27,561 at 6%; with 100% employer match about $31,006 at 4% or $20,671 at 6%.
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-47$2,657,062$116,584$2,481iApproximate average salary by contribution assumption: employee only about $62,013 at 4% or $41,342 at 6%; with 50% employer match about $41,342 at 4% or $27,561 at 6%; with 100% employer match about $31,006 at 4% or $20,671 at 6%.
2010146$2,957,298$108,801$2,365iApproximate average salary by contribution assumption: employee only about $59,131 at 4% or $39,421 at 6%; with 50% employer match about $39,421 at 4% or $26,280 at 6%; with 100% employer match about $29,565 at 4% or $19,710 at 6%.
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-46$2,957,298$108,801$2,365iApproximate average salary by contribution assumption: employee only about $59,131 at 4% or $39,421 at 6%; with 50% employer match about $39,421 at 4% or $26,280 at 6%; with 100% employer match about $29,565 at 4% or $19,710 at 6%.
2009151$2,648,966$137,663$2,699iApproximate average salary by contribution assumption: employee only about $67,482 at 4% or $44,988 at 6%; with 50% employer match about $44,988 at 4% or $29,992 at 6%; with 100% employer match about $33,741 at 4% or $22,494 at 6%.
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-51$2,648,966$137,663$2,699iApproximate average salary by contribution assumption: employee only about $67,482 at 4% or $44,988 at 6%; with 50% employer match about $44,988 at 4% or $29,992 at 6%; with 100% employer match about $33,741 at 4% or $22,494 at 6%.
2008160$2,080,738$134,146$2,236iApproximate average salary by contribution assumption: employee only about $55,894 at 4% or $37,263 at 6%; with 50% employer match about $37,263 at 4% or $24,842 at 6%; with 100% employer match about $27,947 at 4% or $18,631 at 6%.
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-60$2,080,738$134,146$2,236iApproximate average salary by contribution assumption: employee only about $55,894 at 4% or $37,263 at 6%; with 50% employer match about $37,263 at 4% or $24,842 at 6%; with 100% employer match about $27,947 at 4% or $18,631 at 6%.
2007149$3,141,219$182,814$3,731iApproximate average salary by contribution assumption: employee only about $93,272 at 4% or $62,182 at 6%; with 50% employer match about $62,182 at 4% or $41,454 at 6%; with 100% employer match about $46,636 at 4% or $31,091 at 6%.
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-49$3,141,219$182,814$3,731iApproximate average salary by contribution assumption: employee only about $93,272 at 4% or $62,182 at 6%; with 50% employer match about $62,182 at 4% or $41,454 at 6%; with 100% employer match about $46,636 at 4% or $31,091 at 6%.
2006146$3,011,949$152,410$3,313iApproximate average salary by contribution assumption: employee only about $82,832 at 4% or $55,221 at 6%; with 50% employer match about $55,221 at 4% or $36,814 at 6%; with 100% employer match about $41,416 at 4% or $27,611 at 6%.
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-46$3,011,949$152,410$3,313iApproximate average salary by contribution assumption: employee only about $82,832 at 4% or $55,221 at 6%; with 50% employer match about $55,221 at 4% or $36,814 at 6%; with 100% employer match about $41,416 at 4% or $27,611 at 6%.
2005149$2,547,119$140,361$2,865iApproximate average salary by contribution assumption: employee only about $71,613 at 4% or $47,742 at 6%; with 50% employer match about $47,742 at 4% or $31,828 at 6%; with 100% employer match about $35,806 at 4% or $23,871 at 6%.
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-49$2,547,119$140,361$2,865iApproximate average salary by contribution assumption: employee only about $71,613 at 4% or $47,742 at 6%; with 50% employer match about $47,742 at 4% or $31,828 at 6%; with 100% employer match about $35,806 at 4% or $23,871 at 6%.
2004149$2,184,541$140,998$2,878iApproximate average salary by contribution assumption: employee only about $71,938 at 4% or $47,959 at 6%; with 50% employer match about $47,959 at 4% or $31,972 at 6%; with 100% employer match about $35,969 at 4% or $23,979 at 6%.
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-49$2,184,541$140,998$2,878iApproximate average salary by contribution assumption: employee only about $71,938 at 4% or $47,959 at 6%; with 50% employer match about $47,959 at 4% or $31,972 at 6%; with 100% employer match about $35,969 at 4% or $23,979 at 6%.
2003146$1,824,767$115,942$2,520iApproximate average salary by contribution assumption: employee only about $63,012 at 4% or $42,008 at 6%; with 50% employer match about $42,008 at 4% or $28,005 at 6%; with 100% employer match about $31,506 at 4% or $21,004 at 6%.
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-46$1,824,767$115,942$2,520iApproximate average salary by contribution assumption: employee only about $63,012 at 4% or $42,008 at 6%; with 50% employer match about $42,008 at 4% or $28,005 at 6%; with 100% employer match about $31,506 at 4% or $21,004 at 6%.
2002149$0$0-
Kagan, Jugan & Associates, P.A. 401(K) Retirement Plan-49---
2001111$231,552$17,540$1,595iApproximate average salary by contribution assumption: employee only about $39,864 at 4% or $26,576 at 6%; with 50% employer match about $26,576 at 4% or $17,717 at 6%; with 100% employer match about $19,932 at 4% or $13,288 at 6%.
Jet South Inc., 401K Profit Sharing Plan and Trust-11$231,552$17,540$1,595iApproximate average salary by contribution assumption: employee only about $39,864 at 4% or $26,576 at 6%; with 50% employer match about $26,576 at 4% or $17,717 at 6%; with 100% employer match about $19,932 at 4% or $13,288 at 6%.
2000133$275,229$42,232$1,280iApproximate average salary by contribution assumption: employee only about $31,994 at 4% or $21,329 at 6%; with 50% employer match about $21,329 at 4% or $14,220 at 6%; with 100% employer match about $15,997 at 4% or $10,665 at 6%.
Jet South Inc., 401K Profit Sharing Plan and Trust-33$275,229$42,232$1,280iApproximate average salary by contribution assumption: employee only about $31,994 at 4% or $21,329 at 6%; with 50% employer match about $21,329 at 4% or $14,220 at 6%; with 100% employer match about $15,997 at 4% or $10,665 at 6%.
1999126$258,559$39,362$1,514iApproximate average salary by contribution assumption: employee only about $37,848 at 4% or $25,232 at 6%; with 50% employer match about $25,232 at 4% or $16,821 at 6%; with 100% employer match about $18,924 at 4% or $12,616 at 6%.
Jet South Inc., 401K Profit Sharing Plan and Trust-26$258,559$39,362$1,514iApproximate average salary by contribution assumption: employee only about $37,848 at 4% or $25,232 at 6%; with 50% employer match about $25,232 at 4% or $16,821 at 6%; with 100% employer match about $18,924 at 4% or $12,616 at 6%.