Civic Intelligence

David Jeffrey Associates Inc.

Plan context: David Jeffrey Associates Inc. 401K Profit Sharing Plan

EIN 22-2257431 • 11 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

2

2004 Assets

$2,551,622

2004 Contributions

$14,245

Historical Graphs

Total Assets Over Time

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

$2,551,622$1,275,811$0199920022003YearValue
$2,551,622Latest year 2003

Participants Over Time

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

210199920012003YearValue
2Latest year 2003

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
200410$0$0-
David Jeffrey Associates Inc. 401K Profit Sharing Plan-0---
200322$2,551,622$0-
David Jeffrey Associates Inc. 401K Profit Sharing Plan-2$2,551,622--
David Jeffrey Associates Inc. Money Purchase Pension Plan-0---
200222$2,237,518$14,245$7,123iApproximate average salary by contribution assumption: employee only about $178,063 at 4% or $118,708 at 6%; with 50% employer match about $118,708 at 4% or $79,139 at 6%; with 100% employer match about $89,031 at 4% or $59,354 at 6%.
David Jeffrey Associates Inc. 401K Profit Sharing Plan-2$2,198,605$14,245$7,123iApproximate average salary by contribution assumption: employee only about $178,063 at 4% or $118,708 at 6%; with 50% employer match about $118,708 at 4% or $79,139 at 6%; with 100% employer match about $89,031 at 4% or $59,354 at 6%.
David Jeffrey Associates Inc. Money Purchase Pension Plan-2$38,913--
200122$0$0-
David Jeffrey Associates Inc. 401K Profit Sharing Plan-2---
David Jeffrey Associates Inc. Money Purchase Pension Plan-2---
200022$0$0-
David Jeffrey Associates Inc. 401K Profit Sharing Plan-2---
David Jeffrey Associates Inc. Money Purchase Pension Plan-0---
199922$2,492,866$39,239$19,620iApproximate average salary by contribution assumption: employee only about $490,488 at 4% or $326,992 at 6%; with 50% employer match about $326,992 at 4% or $217,994 at 6%; with 100% employer match about $245,244 at 4% or $163,496 at 6%.
David Jeffrey Associates Inc. 401K Profit Sharing Plan-2$2,467,153$29,429$14,715iApproximate average salary by contribution assumption: employee only about $367,863 at 4% or $245,242 at 6%; with 50% employer match about $245,242 at 4% or $163,494 at 6%; with 100% employer match about $183,931 at 4% or $122,621 at 6%.
David Jeffrey Associates Inc. Money Purchase Pension Plan-2$25,713$9,810$4,905iApproximate average salary by contribution assumption: employee only about $122,625 at 4% or $81,750 at 6%; with 50% employer match about $81,750 at 4% or $54,500 at 6%; with 100% employer match about $61,313 at 4% or $40,875 at 6%.