Civic Intelligence

Jeffreys & Associates PC

Plan context: Jefferys & Associates 401K Plan

EIN 23-2735111 • Exton, PA • 10 filings • 1 plans

318 Exton CommonsExton, PA 19341
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$887,952

2024 Contributions

$112,563

Historical Graphs

Total Assets Over Time

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

$887,952$443,976$0201520202024YearValue
$887,952Latest year 2024

Participants Over Time

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

740201520202024YearValue
6Latest 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
202416$887,952$112,563$18,761iApproximate average salary by contribution assumption: employee only about $469,013 at 4% or $312,675 at 6%; with 50% employer match about $312,675 at 4% or $208,450 at 6%; with 100% employer match about $234,506 at 4% or $156,338 at 6%.
Jefferys & Associates 401K Plan-6$887,952$112,563$18,761iApproximate average salary by contribution assumption: employee only about $469,013 at 4% or $312,675 at 6%; with 50% employer match about $312,675 at 4% or $208,450 at 6%; with 100% employer match about $234,506 at 4% or $156,338 at 6%.
202317$691,443$109,933$15,705iApproximate average salary by contribution assumption: employee only about $392,618 at 4% or $261,745 at 6%; with 50% employer match about $261,745 at 4% or $174,497 at 6%; with 100% employer match about $196,309 at 4% or $130,873 at 6%.
Jefferys & Associates 401K Plan-7$691,443$109,933$15,705iApproximate average salary by contribution assumption: employee only about $392,618 at 4% or $261,745 at 6%; with 50% employer match about $261,745 at 4% or $174,497 at 6%; with 100% employer match about $196,309 at 4% or $130,873 at 6%.
202216$491,199$92,286$15,381iApproximate average salary by contribution assumption: employee only about $384,525 at 4% or $256,350 at 6%; with 50% employer match about $256,350 at 4% or $170,900 at 6%; with 100% employer match about $192,263 at 4% or $128,175 at 6%.
Jefferys & Associates 401K Plan-6$491,199$92,286$15,381iApproximate average salary by contribution assumption: employee only about $384,525 at 4% or $256,350 at 6%; with 50% employer match about $256,350 at 4% or $170,900 at 6%; with 100% employer match about $192,263 at 4% or $128,175 at 6%.
202116$488,653$80,757$13,460iApproximate average salary by contribution assumption: employee only about $336,488 at 4% or $224,325 at 6%; with 50% employer match about $224,325 at 4% or $149,550 at 6%; with 100% employer match about $168,244 at 4% or $112,163 at 6%.
Jefferys & Associates 401K Plan-6$488,653$80,757$13,460iApproximate average salary by contribution assumption: employee only about $336,488 at 4% or $224,325 at 6%; with 50% employer match about $224,325 at 4% or $149,550 at 6%; with 100% employer match about $168,244 at 4% or $112,163 at 6%.
202016$354,943$65,007$10,835iApproximate average salary by contribution assumption: employee only about $270,863 at 4% or $180,575 at 6%; with 50% employer match about $180,575 at 4% or $120,383 at 6%; with 100% employer match about $135,431 at 4% or $90,288 at 6%.
Jefferys & Associates 401K Plan-6$354,943$65,007$10,835iApproximate average salary by contribution assumption: employee only about $270,863 at 4% or $180,575 at 6%; with 50% employer match about $180,575 at 4% or $120,383 at 6%; with 100% employer match about $135,431 at 4% or $90,288 at 6%.
201915$243,607$54,989$10,998iApproximate average salary by contribution assumption: employee only about $274,945 at 4% or $183,297 at 6%; with 50% employer match about $183,297 at 4% or $122,198 at 6%; with 100% employer match about $137,473 at 4% or $91,648 at 6%.
Jefferys & Associates 401K Plan-5$243,607$54,989$10,998iApproximate average salary by contribution assumption: employee only about $274,945 at 4% or $183,297 at 6%; with 50% employer match about $183,297 at 4% or $122,198 at 6%; with 100% employer match about $137,473 at 4% or $91,648 at 6%.
201815$151,181$50,282$10,056iApproximate average salary by contribution assumption: employee only about $251,410 at 4% or $167,607 at 6%; with 50% employer match about $167,607 at 4% or $111,738 at 6%; with 100% employer match about $125,705 at 4% or $83,803 at 6%.
Jefferys & Associates 401K Plan-5$151,181$50,282$10,056iApproximate average salary by contribution assumption: employee only about $251,410 at 4% or $167,607 at 6%; with 50% employer match about $167,607 at 4% or $111,738 at 6%; with 100% employer match about $125,705 at 4% or $83,803 at 6%.
201714$112,080$40,192$10,048iApproximate average salary by contribution assumption: employee only about $251,200 at 4% or $167,467 at 6%; with 50% employer match about $167,467 at 4% or $111,644 at 6%; with 100% employer match about $125,600 at 4% or $83,733 at 6%.
Jefferys & Associates 401K Plan-4$112,080$40,192$10,048iApproximate average salary by contribution assumption: employee only about $251,200 at 4% or $167,467 at 6%; with 50% employer match about $167,467 at 4% or $111,644 at 6%; with 100% employer match about $125,600 at 4% or $83,733 at 6%.
201614$57,911$43,960$10,990iApproximate average salary by contribution assumption: employee only about $274,750 at 4% or $183,167 at 6%; with 50% employer match about $183,167 at 4% or $122,111 at 6%; with 100% employer match about $137,375 at 4% or $91,583 at 6%.
Jefferys & Associates 401K Plan-4$57,911$43,960$10,990iApproximate average salary by contribution assumption: employee only about $274,750 at 4% or $183,167 at 6%; with 50% employer match about $183,167 at 4% or $122,111 at 6%; with 100% employer match about $137,375 at 4% or $91,583 at 6%.
201513$11,138$11,181$3,727iApproximate average salary by contribution assumption: employee only about $93,175 at 4% or $62,117 at 6%; with 50% employer match about $62,117 at 4% or $41,411 at 6%; with 100% employer match about $46,588 at 4% or $31,058 at 6%.
Jefferys & Associates 401K Plan-3$11,138$11,181$3,727iApproximate average salary by contribution assumption: employee only about $93,175 at 4% or $62,117 at 6%; with 50% employer match about $62,117 at 4% or $41,411 at 6%; with 100% employer match about $46,588 at 4% or $31,058 at 6%.