How big is JGP Wealth Management's plan?

JGP Wealth Management's plan reported $2.8M in assets and 17 participants for 2024.

Original filing (PDF)20251006094555NAL0008940866001

JGP Wealth Management

Name: JGP Wealth Management — JGP Wealth Management 401(k), Form 5500 (2024)
Creator: JGP Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JGP Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · JGP Wealth Management's JGP Wealth Management 401(k) Profit Sharing Plan held $2.8M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Kevin Sanger signed JGP Wealth Management's 2024 Form 5500 as plan administrator.

Kevin Sanger — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JGP Wealth Management's EIN is 82-3656428.

EIN 82-3656428

Plan number 001

Plan year 2024

ACK ID 20251006094555NAL0008940866001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JGP Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JGP Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JGP WEALTH MANAGEMENT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score