Civic Intelligence

Daniel & Jeffries Attorneys at Law LLC

Plan context: Daniel & Jeffries Safe Harbor 401(K) Plan

EIN 20-8334104 • New Carlisle, OH • 11 filings • 1 plans

133 S Main StreetNew Carlisle, OH 45344
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$197,678

2022 Contributions

$25,419

Historical Graphs

Total Assets Over Time

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

$209,937$104,969$0201220172022YearValue
$197,678Latest year 2022

Participants Over Time

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

320201220172022YearValue
3Latest year 2022

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
202213$197,678$25,419$8,473iApproximate average salary by contribution assumption: employee only about $211,825 at 4% or $141,217 at 6%; with 50% employer match about $141,217 at 4% or $94,144 at 6%; with 100% employer match about $105,913 at 4% or $70,608 at 6%.
Daniel & Jeffries Safe Harbor 401(K) Plan-3$197,678$25,419$8,473iApproximate average salary by contribution assumption: employee only about $211,825 at 4% or $141,217 at 6%; with 50% employer match about $141,217 at 4% or $94,144 at 6%; with 100% employer match about $105,913 at 4% or $70,608 at 6%.
202113$209,937$3,619$1,206iApproximate average salary by contribution assumption: employee only about $30,158 at 4% or $20,106 at 6%; with 50% employer match about $20,106 at 4% or $13,404 at 6%; with 100% employer match about $15,079 at 4% or $10,053 at 6%.
Daniel & Jeffries Safe Harbor 401(K) Plan-3$209,937$3,619$1,206iApproximate average salary by contribution assumption: employee only about $30,158 at 4% or $20,106 at 6%; with 50% employer match about $20,106 at 4% or $13,404 at 6%; with 100% employer match about $15,079 at 4% or $10,053 at 6%.
202013$179,359$3,622$1,207iApproximate average salary by contribution assumption: employee only about $30,183 at 4% or $20,122 at 6%; with 50% employer match about $20,122 at 4% or $13,415 at 6%; with 100% employer match about $15,092 at 4% or $10,061 at 6%.
Daniel & Jeffries Safe Harbor 401(K) Plan-3$179,359$3,622$1,207iApproximate average salary by contribution assumption: employee only about $30,183 at 4% or $20,122 at 6%; with 50% employer match about $20,122 at 4% or $13,415 at 6%; with 100% employer match about $15,092 at 4% or $10,061 at 6%.
201913$150,782$3,778$1,259iApproximate average salary by contribution assumption: employee only about $31,483 at 4% or $20,989 at 6%; with 50% employer match about $20,989 at 4% or $13,993 at 6%; with 100% employer match about $15,742 at 4% or $10,494 at 6%.
Daniel & Jeffries Safe Harbor 401(K) Plan-3$150,782$3,778$1,259iApproximate average salary by contribution assumption: employee only about $31,483 at 4% or $20,989 at 6%; with 50% employer match about $20,989 at 4% or $13,993 at 6%; with 100% employer match about $15,742 at 4% or $10,494 at 6%.
201813$123,723$2,852$951iApproximate average salary by contribution assumption: employee only about $23,767 at 4% or $15,844 at 6%; with 50% employer match about $15,844 at 4% or $10,563 at 6%; with 100% employer match about $11,883 at 4% or $7,922 at 6%.
Daniel & Jeffries Safe Harbor 401(K) Plan-3$123,723$2,852$951iApproximate average salary by contribution assumption: employee only about $23,767 at 4% or $15,844 at 6%; with 50% employer match about $15,844 at 4% or $10,563 at 6%; with 100% employer match about $11,883 at 4% or $7,922 at 6%.
201713$128,947$3,518$1,173iApproximate average salary by contribution assumption: employee only about $29,317 at 4% or $19,544 at 6%; with 50% employer match about $19,544 at 4% or $13,030 at 6%; with 100% employer match about $14,658 at 4% or $9,772 at 6%.
Daniel & Jeffries Safe Harbor 401(K) Plan-3$128,947$3,518$1,173iApproximate average salary by contribution assumption: employee only about $29,317 at 4% or $19,544 at 6%; with 50% employer match about $19,544 at 4% or $13,030 at 6%; with 100% employer match about $14,658 at 4% or $9,772 at 6%.
201613$106,274$3,972$1,324iApproximate average salary by contribution assumption: employee only about $33,100 at 4% or $22,067 at 6%; with 50% employer match about $22,067 at 4% or $14,711 at 6%; with 100% employer match about $16,550 at 4% or $11,033 at 6%.
Daniel & Jeffries Safe Harbor 401(K) Plan-3$106,274$3,972$1,324iApproximate average salary by contribution assumption: employee only about $33,100 at 4% or $22,067 at 6%; with 50% employer match about $22,067 at 4% or $14,711 at 6%; with 100% employer match about $16,550 at 4% or $11,033 at 6%.
201512$94,385$2,076$1,038iApproximate average salary by contribution assumption: employee only about $25,950 at 4% or $17,300 at 6%; with 50% employer match about $17,300 at 4% or $11,533 at 6%; with 100% employer match about $12,975 at 4% or $8,650 at 6%.
Daniel & Jeffries Safe Harbor 401(K) Plan-2$94,385$2,076$1,038iApproximate average salary by contribution assumption: employee only about $25,950 at 4% or $17,300 at 6%; with 50% employer match about $17,300 at 4% or $11,533 at 6%; with 100% employer match about $12,975 at 4% or $8,650 at 6%.
201412$94,922$19,800$9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%.
Daniel & Jeffries Safe Harbor 401(K) Plan-2$94,922$19,800$9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%.
201313$77,201$48,552$16,184iApproximate average salary by contribution assumption: employee only about $404,600 at 4% or $269,733 at 6%; with 50% employer match about $269,733 at 4% or $179,822 at 6%; with 100% employer match about $202,300 at 4% or $134,867 at 6%.
Daniel & Jeffries Safe Harbor 401(K) Plan-3$77,201$48,552$16,184iApproximate average salary by contribution assumption: employee only about $404,600 at 4% or $269,733 at 6%; with 50% employer match about $269,733 at 4% or $179,822 at 6%; with 100% employer match about $202,300 at 4% or $134,867 at 6%.
201213$22,408$22,479$7,493iApproximate average salary by contribution assumption: employee only about $187,325 at 4% or $124,883 at 6%; with 50% employer match about $124,883 at 4% or $83,256 at 6%; with 100% employer match about $93,663 at 4% or $62,442 at 6%.
Daniel & Jeffries Safe Harbor 401(K) Plan-3$22,408$22,479$7,493iApproximate average salary by contribution assumption: employee only about $187,325 at 4% or $124,883 at 6%; with 50% employer match about $124,883 at 4% or $83,256 at 6%; with 100% employer match about $93,663 at 4% or $62,442 at 6%.