JAGO WEALTH MANAGEMENT, LLC
Plan context: JAGO WEALTH MANAGEMENT, LLC 401(K) PLAN
EIN 82-4448441 • Morristown, NJ • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$68,990
2025 Contributions
$29,199
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $68,990 | $29,199 | $14,600iApproximate average salary by contribution assumption: employee only about $364,988 at 4% or $243,325 at 6%; with 50% employer match about $243,325 at 4% or $162,217 at 6%; with 100% employer match about $182,494 at 4% or $121,663 at 6%. |
| JAGO WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 2 | $68,990 | $29,199 | $14,600iApproximate average salary by contribution assumption: employee only about $364,988 at 4% or $243,325 at 6%; with 50% employer match about $243,325 at 4% or $162,217 at 6%; with 100% employer match about $182,494 at 4% or $121,663 at 6%. |
| 2024 | 1 | 2 | $194,510 | $37,080 | $18,540iApproximate average salary by contribution assumption: employee only about $463,500 at 4% or $309,000 at 6%; with 50% employer match about $309,000 at 4% or $206,000 at 6%; with 100% employer match about $231,750 at 4% or $154,500 at 6%. |
| JAGO WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 2 | $194,510 | $37,080 | $18,540iApproximate average salary by contribution assumption: employee only about $463,500 at 4% or $309,000 at 6%; with 50% employer match about $309,000 at 4% or $206,000 at 6%; with 100% employer match about $231,750 at 4% or $154,500 at 6%. |
| 2023 | 1 | 2 | $138,079 | $94,090 | $47,045iApproximate average salary by contribution assumption: employee only about $1,176,125 at 4% or $784,083 at 6%; with 50% employer match about $784,083 at 4% or $522,722 at 6%; with 100% employer match about $588,063 at 4% or $392,042 at 6%. |
| JAGO WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 2 | $138,079 | $94,090 | $47,045iApproximate average salary by contribution assumption: employee only about $1,176,125 at 4% or $784,083 at 6%; with 50% employer match about $784,083 at 4% or $522,722 at 6%; with 100% employer match about $588,063 at 4% or $392,042 at 6%. |
| 2022 | 1 | 2 | $27,850 | $19,406 | $9,703iApproximate average salary by contribution assumption: employee only about $242,575 at 4% or $161,717 at 6%; with 50% employer match about $161,717 at 4% or $107,811 at 6%; with 100% employer match about $121,288 at 4% or $80,858 at 6%. |
| JAGO WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 2 | $27,850 | $19,406 | $9,703iApproximate average salary by contribution assumption: employee only about $242,575 at 4% or $161,717 at 6%; with 50% employer match about $161,717 at 4% or $107,811 at 6%; with 100% employer match about $121,288 at 4% or $80,858 at 6%. |
| 2021 | 1 | 2 | $11,840 | $11,116 | $5,558iApproximate average salary by contribution assumption: employee only about $138,950 at 4% or $92,633 at 6%; with 50% employer match about $92,633 at 4% or $61,756 at 6%; with 100% employer match about $69,475 at 4% or $46,317 at 6%. |
| JAGO WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 2 | $11,840 | $11,116 | $5,558iApproximate average salary by contribution assumption: employee only about $138,950 at 4% or $92,633 at 6%; with 50% employer match about $92,633 at 4% or $61,756 at 6%; with 100% employer match about $69,475 at 4% or $46,317 at 6%. |