Jbm Financial Group Inc.
Plan context: Jbm Financial Group Retirement Plan
EIN 81-3992749 • 8 filings • 1 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$138,456
2023 Contributions
$60,533
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 1 | $138,456 | $0 | - |
| Jbm Financial Group Retirement Plan | - | 1 | $138,456 | - | - |
| 2022 | 1 | 1 | $125,684 | $0 | - |
| Jbm Financial Group Retirement Plan | - | 1 | $125,684 | - | - |
| 2021 | 1 | 1 | $135,668 | $0 | - |
| Jbm Financial Group Retirement Plan | - | 1 | $135,668 | - | - |
| 2020 | 1 | 2 | $129,568 | $0 | - |
| Jbm Financial Group Retirement Plan | - | 2 | $129,568 | - | - |
| 2019 | 1 | 2 | $119,256 | $0 | - |
| Jbm Financial Group Retirement Plan | - | 2 | $119,256 | - | - |
| 2018 | 1 | 2 | $95,000 | $0 | - |
| Jbm Financial Group Retirement Plan | - | 2 | $95,000 | - | - |
| 2017 | 1 | 1 | $105,000 | $0 | - |
| Jbm Financial Group Retirement Plan | - | 1 | $105,000 | - | - |
| 2016 | 1 | 1 | $97,000 | $60,533 | $60,533iApproximate average salary by contribution assumption: employee only about $1,513,325 at 4% or $1,008,883 at 6%; with 50% employer match about $1,008,883 at 4% or $672,589 at 6%; with 100% employer match about $756,663 at 4% or $504,442 at 6%. |
| Jbm Financial Group Retirement Plan | - | 1 | $97,000 | $60,533 | $60,533iApproximate average salary by contribution assumption: employee only about $1,513,325 at 4% or $1,008,883 at 6%; with 50% employer match about $1,008,883 at 4% or $672,589 at 6%; with 100% employer match about $756,663 at 4% or $504,442 at 6%. |