Plan Snapshot
- Plan Sponsor: Jgb Management INC.
- Sponsor EIN: 300289266
- Sponsor Address: 246 POST ROAD EAST, 2ND FLOOR, WESTPORT, CT, 06880
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $7.5M | $287,360 | $137,640 |
| 2023 | 7 | $5.8M | $241,770 | $133,230 |
| 2022 | 6 | $4.5M | $264,225 | $138,802 |