Civic Intelligence

Jackson, Okeefe & Phelan

Plan context: Jackson, Okeefe & Phelan 401K Profit Sharing Plan

EIN 06-0955578 • Wethersfield, CT • 26 filings • 4 plans

433 Silas Deane HighwayWethersfield, CT 06109-2123
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$10,692,894

2024 Contributions

$192,135

Historical Graphs

Total Assets Over Time

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

$10,692,894$5,346,447$0199920132024YearValue
$10,692,894Latest year 2024

Participants Over Time

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

23120199920122024YearValue
20Latest 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
2024120$10,692,894$192,135$9,607iApproximate average salary by contribution assumption: employee only about $240,169 at 4% or $160,113 at 6%; with 50% employer match about $160,113 at 4% or $106,742 at 6%; with 100% employer match about $120,084 at 4% or $80,056 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-20$10,692,894$192,135$9,607iApproximate average salary by contribution assumption: employee only about $240,169 at 4% or $160,113 at 6%; with 50% employer match about $160,113 at 4% or $106,742 at 6%; with 100% employer match about $120,084 at 4% or $80,056 at 6%.
2023120$9,325,774$141,388$7,069iApproximate average salary by contribution assumption: employee only about $176,735 at 4% or $117,823 at 6%; with 50% employer match about $117,823 at 4% or $78,549 at 6%; with 100% employer match about $88,368 at 4% or $58,912 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-20$9,325,774$141,388$7,069iApproximate average salary by contribution assumption: employee only about $176,735 at 4% or $117,823 at 6%; with 50% employer match about $117,823 at 4% or $78,549 at 6%; with 100% employer match about $88,368 at 4% or $58,912 at 6%.
2022118$7,704,958$157,768$8,765iApproximate average salary by contribution assumption: employee only about $219,122 at 4% or $146,081 at 6%; with 50% employer match about $146,081 at 4% or $97,388 at 6%; with 100% employer match about $109,561 at 4% or $73,041 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-18$7,704,958$157,768$8,765iApproximate average salary by contribution assumption: employee only about $219,122 at 4% or $146,081 at 6%; with 50% employer match about $146,081 at 4% or $97,388 at 6%; with 100% employer match about $109,561 at 4% or $73,041 at 6%.
2021116$10,094,093$119,477$7,467iApproximate average salary by contribution assumption: employee only about $186,683 at 4% or $124,455 at 6%; with 50% employer match about $124,455 at 4% or $82,970 at 6%; with 100% employer match about $93,341 at 4% or $62,228 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-16$10,094,093$119,477$7,467iApproximate average salary by contribution assumption: employee only about $186,683 at 4% or $124,455 at 6%; with 50% employer match about $124,455 at 4% or $82,970 at 6%; with 100% employer match about $93,341 at 4% or $62,228 at 6%.
2020117$8,323,938$140,465$8,263iApproximate average salary by contribution assumption: employee only about $206,566 at 4% or $137,711 at 6%; with 50% employer match about $137,711 at 4% or $91,807 at 6%; with 100% employer match about $103,283 at 4% or $68,855 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-17$8,323,938$140,465$8,263iApproximate average salary by contribution assumption: employee only about $206,566 at 4% or $137,711 at 6%; with 50% employer match about $137,711 at 4% or $91,807 at 6%; with 100% employer match about $103,283 at 4% or $68,855 at 6%.
2019118$7,025,920$146,437$8,135iApproximate average salary by contribution assumption: employee only about $203,385 at 4% or $135,590 at 6%; with 50% employer match about $135,590 at 4% or $90,393 at 6%; with 100% employer match about $101,692 at 4% or $67,795 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-18$7,025,920$146,437$8,135iApproximate average salary by contribution assumption: employee only about $203,385 at 4% or $135,590 at 6%; with 50% employer match about $135,590 at 4% or $90,393 at 6%; with 100% employer match about $101,692 at 4% or $67,795 at 6%.
2018112$5,419,237$122,976$10,248iApproximate average salary by contribution assumption: employee only about $256,200 at 4% or $170,800 at 6%; with 50% employer match about $170,800 at 4% or $113,867 at 6%; with 100% employer match about $128,100 at 4% or $85,400 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-12$5,419,237$122,976$10,248iApproximate average salary by contribution assumption: employee only about $256,200 at 4% or $170,800 at 6%; with 50% employer match about $170,800 at 4% or $113,867 at 6%; with 100% employer match about $128,100 at 4% or $85,400 at 6%.
2017114$5,417,296$133,485$9,535iApproximate average salary by contribution assumption: employee only about $238,366 at 4% or $158,911 at 6%; with 50% employer match about $158,911 at 4% or $105,940 at 6%; with 100% employer match about $119,183 at 4% or $79,455 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-14$5,417,296$133,485$9,535iApproximate average salary by contribution assumption: employee only about $238,366 at 4% or $158,911 at 6%; with 50% employer match about $158,911 at 4% or $105,940 at 6%; with 100% employer match about $119,183 at 4% or $79,455 at 6%.
2016114$4,343,783$84,529$6,038iApproximate average salary by contribution assumption: employee only about $150,945 at 4% or $100,630 at 6%; with 50% employer match about $100,630 at 4% or $67,087 at 6%; with 100% employer match about $75,472 at 4% or $50,315 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-14$4,343,783$84,529$6,038iApproximate average salary by contribution assumption: employee only about $150,945 at 4% or $100,630 at 6%; with 50% employer match about $100,630 at 4% or $67,087 at 6%; with 100% employer match about $75,472 at 4% or $50,315 at 6%.
2015113$3,966,208$99,952$7,689iApproximate average salary by contribution assumption: employee only about $192,215 at 4% or $128,144 at 6%; with 50% employer match about $128,144 at 4% or $85,429 at 6%; with 100% employer match about $96,108 at 4% or $64,072 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-13$3,966,208$99,952$7,689iApproximate average salary by contribution assumption: employee only about $192,215 at 4% or $128,144 at 6%; with 50% employer match about $128,144 at 4% or $85,429 at 6%; with 100% employer match about $96,108 at 4% or $64,072 at 6%.
2014112$4,041,857$65,853$5,488iApproximate average salary by contribution assumption: employee only about $137,194 at 4% or $91,463 at 6%; with 50% employer match about $91,463 at 4% or $60,975 at 6%; with 100% employer match about $68,597 at 4% or $45,731 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-12$4,041,857$65,853$5,488iApproximate average salary by contribution assumption: employee only about $137,194 at 4% or $91,463 at 6%; with 50% employer match about $91,463 at 4% or $60,975 at 6%; with 100% employer match about $68,597 at 4% or $45,731 at 6%.
2013114$3,508,213$113,024$8,073iApproximate average salary by contribution assumption: employee only about $201,829 at 4% or $134,552 at 6%; with 50% employer match about $134,552 at 4% or $89,702 at 6%; with 100% employer match about $100,914 at 4% or $67,276 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-14$3,508,213$113,024$8,073iApproximate average salary by contribution assumption: employee only about $201,829 at 4% or $134,552 at 6%; with 50% employer match about $134,552 at 4% or $89,702 at 6%; with 100% employer match about $100,914 at 4% or $67,276 at 6%.
2012115$3,068,410$151,244$10,083iApproximate average salary by contribution assumption: employee only about $252,073 at 4% or $168,049 at 6%; with 50% employer match about $168,049 at 4% or $112,033 at 6%; with 100% employer match about $126,037 at 4% or $84,024 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-15$3,068,410$151,244$10,083iApproximate average salary by contribution assumption: employee only about $252,073 at 4% or $168,049 at 6%; with 50% employer match about $168,049 at 4% or $112,033 at 6%; with 100% employer match about $126,037 at 4% or $84,024 at 6%.
2011115$2,736,801$116,682$7,779iApproximate average salary by contribution assumption: employee only about $194,470 at 4% or $129,647 at 6%; with 50% employer match about $129,647 at 4% or $86,431 at 6%; with 100% employer match about $97,235 at 4% or $64,823 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-15$2,736,801$116,682$7,779iApproximate average salary by contribution assumption: employee only about $194,470 at 4% or $129,647 at 6%; with 50% employer match about $129,647 at 4% or $86,431 at 6%; with 100% employer match about $97,235 at 4% or $64,823 at 6%.
2010115$2,514,123$143,065$9,538iApproximate average salary by contribution assumption: employee only about $238,442 at 4% or $158,961 at 6%; with 50% employer match about $158,961 at 4% or $105,974 at 6%; with 100% employer match about $119,221 at 4% or $79,481 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-15$2,514,123$143,065$9,538iApproximate average salary by contribution assumption: employee only about $238,442 at 4% or $158,961 at 6%; with 50% employer match about $158,961 at 4% or $105,974 at 6%; with 100% employer match about $119,221 at 4% or $79,481 at 6%.
2009116$1,972,305$111,781$6,986iApproximate average salary by contribution assumption: employee only about $174,658 at 4% or $116,439 at 6%; with 50% employer match about $116,439 at 4% or $77,626 at 6%; with 100% employer match about $87,329 at 4% or $58,219 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-16$1,972,305$111,781$6,986iApproximate average salary by contribution assumption: employee only about $174,658 at 4% or $116,439 at 6%; with 50% employer match about $116,439 at 4% or $77,626 at 6%; with 100% employer match about $87,329 at 4% or $58,219 at 6%.
2008115$3,428,953$259,005$17,267iApproximate average salary by contribution assumption: employee only about $431,675 at 4% or $287,783 at 6%; with 50% employer match about $287,783 at 4% or $191,856 at 6%; with 100% employer match about $215,838 at 4% or $143,892 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-15$3,428,953$259,005$17,267iApproximate average salary by contribution assumption: employee only about $431,675 at 4% or $287,783 at 6%; with 50% employer match about $287,783 at 4% or $191,856 at 6%; with 100% employer match about $215,838 at 4% or $143,892 at 6%.
2007115$4,727,507$248,104$16,540iApproximate average salary by contribution assumption: employee only about $413,507 at 4% or $275,671 at 6%; with 50% employer match about $275,671 at 4% or $183,781 at 6%; with 100% employer match about $206,753 at 4% or $137,836 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-15$4,727,507$248,104$16,540iApproximate average salary by contribution assumption: employee only about $413,507 at 4% or $275,671 at 6%; with 50% employer match about $275,671 at 4% or $183,781 at 6%; with 100% employer match about $206,753 at 4% or $137,836 at 6%.
2006115$4,031,793$215,389$14,359iApproximate average salary by contribution assumption: employee only about $358,982 at 4% or $239,321 at 6%; with 50% employer match about $239,321 at 4% or $159,547 at 6%; with 100% employer match about $179,491 at 4% or $119,661 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-15$4,031,793$215,389$14,359iApproximate average salary by contribution assumption: employee only about $358,982 at 4% or $239,321 at 6%; with 50% employer match about $239,321 at 4% or $159,547 at 6%; with 100% employer match about $179,491 at 4% or $119,661 at 6%.
2005115$3,468,617$224,230$14,949iApproximate average salary by contribution assumption: employee only about $373,717 at 4% or $249,144 at 6%; with 50% employer match about $249,144 at 4% or $166,096 at 6%; with 100% employer match about $186,858 at 4% or $124,572 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-15$3,468,617$224,230$14,949iApproximate average salary by contribution assumption: employee only about $373,717 at 4% or $249,144 at 6%; with 50% employer match about $249,144 at 4% or $166,096 at 6%; with 100% employer match about $186,858 at 4% or $124,572 at 6%.
2004117$3,294,324$207,355$12,197iApproximate average salary by contribution assumption: employee only about $304,934 at 4% or $203,289 at 6%; with 50% employer match about $203,289 at 4% or $135,526 at 6%; with 100% employer match about $152,467 at 4% or $101,645 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-17$3,294,324$207,355$12,197iApproximate average salary by contribution assumption: employee only about $304,934 at 4% or $203,289 at 6%; with 50% employer match about $203,289 at 4% or $135,526 at 6%; with 100% employer match about $152,467 at 4% or $101,645 at 6%.
2003118$2,979,317$256,533$14,252iApproximate average salary by contribution assumption: employee only about $356,296 at 4% or $237,531 at 6%; with 50% employer match about $237,531 at 4% or $158,354 at 6%; with 100% employer match about $178,148 at 4% or $118,765 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-18$2,979,317$256,533$14,252iApproximate average salary by contribution assumption: employee only about $356,296 at 4% or $237,531 at 6%; with 50% employer match about $237,531 at 4% or $158,354 at 6%; with 100% employer match about $178,148 at 4% or $118,765 at 6%.
2002122$2,459,326$266,967$12,135iApproximate average salary by contribution assumption: employee only about $303,372 at 4% or $202,248 at 6%; with 50% employer match about $202,248 at 4% or $134,832 at 6%; with 100% employer match about $151,686 at 4% or $101,124 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-22$2,459,326$266,967$12,135iApproximate average salary by contribution assumption: employee only about $303,372 at 4% or $202,248 at 6%; with 50% employer match about $202,248 at 4% or $134,832 at 6%; with 100% employer match about $151,686 at 4% or $101,124 at 6%.
2001123$0$0-
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-23---
2000122$0$0-
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-22---
1999119$3,038,200$218,049$11,476iApproximate average salary by contribution assumption: employee only about $286,907 at 4% or $191,271 at 6%; with 50% employer match about $191,271 at 4% or $127,514 at 6%; with 100% employer match about $143,453 at 4% or $95,636 at 6%.
Jackson, Okeefe & Phelan 401K Profit Sharing Plan-19$3,038,200$218,049$11,476iApproximate average salary by contribution assumption: employee only about $286,907 at 4% or $191,271 at 6%; with 50% employer match about $191,271 at 4% or $127,514 at 6%; with 100% employer match about $143,453 at 4% or $95,636 at 6%.