Civic Intelligence

Jeff Deleone & Associates LLC

Plan context: Jeff Deleone & Associates LLC 401(K) Profit Sharing Plan

EIN 04-3595813 • Columbus, OH • 11 filings • 1 plans

88 E. Broad Street, Suite 1500Columbus, OH 43215
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,601,024

2024 Contributions

$109,383

Historical Graphs

Total Assets Over Time

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

$2,601,024$1,300,512$0201420192024YearValue
$2,601,024Latest year 2024

Participants Over Time

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

210201420192024YearValue
2Latest 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
202412$2,601,024$109,383$54,692iApproximate average salary by contribution assumption: employee only about $1,367,288 at 4% or $911,525 at 6%; with 50% employer match about $911,525 at 4% or $607,683 at 6%; with 100% employer match about $683,644 at 4% or $455,763 at 6%.
Jeff Deleone & Associates LLC 401(K) Profit Sharing Plan-2$2,601,024$109,383$54,692iApproximate average salary by contribution assumption: employee only about $1,367,288 at 4% or $911,525 at 6%; with 50% employer match about $911,525 at 4% or $607,683 at 6%; with 100% employer match about $683,644 at 4% or $455,763 at 6%.
202312$2,147,198$101,030$50,515iApproximate average salary by contribution assumption: employee only about $1,262,875 at 4% or $841,917 at 6%; with 50% employer match about $841,917 at 4% or $561,278 at 6%; with 100% employer match about $631,438 at 4% or $420,958 at 6%.
Jeff Deleone & Associates LLC 401(K) Profit Sharing Plan-2$2,147,198$101,030$50,515iApproximate average salary by contribution assumption: employee only about $1,262,875 at 4% or $841,917 at 6%; with 50% employer match about $841,917 at 4% or $561,278 at 6%; with 100% employer match about $631,438 at 4% or $420,958 at 6%.
202212$2,119,172$92,638$46,319iApproximate average salary by contribution assumption: employee only about $1,157,975 at 4% or $771,983 at 6%; with 50% employer match about $771,983 at 4% or $514,656 at 6%; with 100% employer match about $578,988 at 4% or $385,992 at 6%.
Jeff Deleone & Associates LLC 401(K) Profit Sharing Plan-2$2,119,172$92,638$46,319iApproximate average salary by contribution assumption: employee only about $1,157,975 at 4% or $771,983 at 6%; with 50% employer match about $771,983 at 4% or $514,656 at 6%; with 100% employer match about $578,988 at 4% or $385,992 at 6%.
202112$2,564,318$89,250$44,625iApproximate average salary by contribution assumption: employee only about $1,115,625 at 4% or $743,750 at 6%; with 50% employer match about $743,750 at 4% or $495,833 at 6%; with 100% employer match about $557,813 at 4% or $371,875 at 6%.
Jeff Deleone & Associates LLC 401(K) Profit Sharing Plan-2$2,564,318$89,250$44,625iApproximate average salary by contribution assumption: employee only about $1,115,625 at 4% or $743,750 at 6%; with 50% employer match about $743,750 at 4% or $495,833 at 6%; with 100% employer match about $557,813 at 4% or $371,875 at 6%.
202012$2,089,506$88,384$44,192iApproximate average salary by contribution assumption: employee only about $1,104,800 at 4% or $736,533 at 6%; with 50% employer match about $736,533 at 4% or $491,022 at 6%; with 100% employer match about $552,400 at 4% or $368,267 at 6%.
Jeff Deleone & Associates LLC 401(K) Profit Sharing Plan-2$2,089,506$88,384$44,192iApproximate average salary by contribution assumption: employee only about $1,104,800 at 4% or $736,533 at 6%; with 50% employer match about $736,533 at 4% or $491,022 at 6%; with 100% employer match about $552,400 at 4% or $368,267 at 6%.
201912$1,685,969$80,025$40,013iApproximate average salary by contribution assumption: employee only about $1,000,313 at 4% or $666,875 at 6%; with 50% employer match about $666,875 at 4% or $444,583 at 6%; with 100% employer match about $500,156 at 4% or $333,438 at 6%.
Jeff Deleone & Associates LLC 401(K) Profit Sharing Plan-2$1,685,969$80,025$40,013iApproximate average salary by contribution assumption: employee only about $1,000,313 at 4% or $666,875 at 6%; with 50% employer match about $666,875 at 4% or $444,583 at 6%; with 100% employer match about $500,156 at 4% or $333,438 at 6%.
201812$1,271,104$78,436$39,218iApproximate average salary by contribution assumption: employee only about $980,450 at 4% or $653,633 at 6%; with 50% employer match about $653,633 at 4% or $435,756 at 6%; with 100% employer match about $490,225 at 4% or $326,817 at 6%.
Jeff Deleone & Associates LLC 401(K) Profit Sharing Plan-2$1,271,104$78,436$39,218iApproximate average salary by contribution assumption: employee only about $980,450 at 4% or $653,633 at 6%; with 50% employer match about $653,633 at 4% or $435,756 at 6%; with 100% employer match about $490,225 at 4% or $326,817 at 6%.
201712$1,284,346$75,149$37,575iApproximate average salary by contribution assumption: employee only about $939,363 at 4% or $626,242 at 6%; with 50% employer match about $626,242 at 4% or $417,494 at 6%; with 100% employer match about $469,681 at 4% or $313,121 at 6%.
Jeff Deleone & Associates LLC 401(K) Profit Sharing Plan-2$1,284,346$75,149$37,575iApproximate average salary by contribution assumption: employee only about $939,363 at 4% or $626,242 at 6%; with 50% employer match about $626,242 at 4% or $417,494 at 6%; with 100% employer match about $469,681 at 4% or $313,121 at 6%.
201612$978,826$80,485$40,243iApproximate average salary by contribution assumption: employee only about $1,006,063 at 4% or $670,708 at 6%; with 50% employer match about $670,708 at 4% or $447,139 at 6%; with 100% employer match about $503,031 at 4% or $335,354 at 6%.
Jeff Deleone & Associates LLC 401(K) Profit Sharing Plan-2$978,826$80,485$40,243iApproximate average salary by contribution assumption: employee only about $1,006,063 at 4% or $670,708 at 6%; with 50% employer match about $670,708 at 4% or $447,139 at 6%; with 100% employer match about $503,031 at 4% or $335,354 at 6%.
201512$829,984$77,710$38,855iApproximate average salary by contribution assumption: employee only about $971,375 at 4% or $647,583 at 6%; with 50% employer match about $647,583 at 4% or $431,722 at 6%; with 100% employer match about $485,688 at 4% or $323,792 at 6%.
Jeff Deleone & Associates LLC 401(K) Profit Sharing Plan-2$829,984$77,710$38,855iApproximate average salary by contribution assumption: employee only about $971,375 at 4% or $647,583 at 6%; with 50% employer match about $647,583 at 4% or $431,722 at 6%; with 100% employer match about $485,688 at 4% or $323,792 at 6%.
201412$772,186$760,165$380,083iApproximate average salary by contribution assumption: employee only about $9,502,063 at 4% or $6,334,708 at 6%; with 50% employer match about $6,334,708 at 4% or $4,223,139 at 6%; with 100% employer match about $4,751,031 at 4% or $3,167,354 at 6%.
Jeff Deleone & Associates LLC 401(K) Profit Sharing Plan-2$772,186$760,165$380,083iApproximate average salary by contribution assumption: employee only about $9,502,063 at 4% or $6,334,708 at 6%; with 50% employer match about $6,334,708 at 4% or $4,223,139 at 6%; with 100% employer match about $4,751,031 at 4% or $3,167,354 at 6%.