Civic Intelligence

JAFFE FINANCIAL MANAGEMENT, LLC

Plan context: JAFFE FINANCIAL MANAGEMENT, LLC 401(K) PLAN

EIN 26-1616752 • Bethesda, MD • 4 filings • 1 plans

4800 Hampden Lane Suite 200Bethesda, MD 20814
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$2,658,382

2025 Contributions

$93,243

Historical Graphs

Total Assets Over Time

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

$2,658,382$1,329,191$0202220242025YearValue
$2,658,382Latest year 2025

Participants Over Time

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

320202220242025YearValue
3Latest year 2025

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
202513$2,658,382$93,243$31,081iApproximate average salary by contribution assumption: employee only about $777,025 at 4% or $518,017 at 6%; with 50% employer match about $518,017 at 4% or $345,344 at 6%; with 100% employer match about $388,513 at 4% or $259,008 at 6%.
JAFFE FINANCIAL MANAGEMENT, LLC 401(K) PLAN-3$2,658,382$93,243$31,081iApproximate average salary by contribution assumption: employee only about $777,025 at 4% or $518,017 at 6%; with 50% employer match about $518,017 at 4% or $345,344 at 6%; with 100% employer match about $388,513 at 4% or $259,008 at 6%.
202412$2,419,154$86,440$43,220iApproximate average salary by contribution assumption: employee only about $1,080,500 at 4% or $720,333 at 6%; with 50% employer match about $720,333 at 4% or $480,222 at 6%; with 100% employer match about $540,250 at 4% or $360,167 at 6%.
JAFFE FINANCIAL MANAGEMENT, LLC 401(K) PLAN-2$2,419,154$86,440$43,220iApproximate average salary by contribution assumption: employee only about $1,080,500 at 4% or $720,333 at 6%; with 50% employer match about $720,333 at 4% or $480,222 at 6%; with 100% employer match about $540,250 at 4% or $360,167 at 6%.
202312$2,029,137$83,923$41,962iApproximate average salary by contribution assumption: employee only about $1,049,038 at 4% or $699,358 at 6%; with 50% employer match about $699,358 at 4% or $466,239 at 6%; with 100% employer match about $524,519 at 4% or $349,679 at 6%.
JAFFE FINANCIAL MANAGEMENT, LLC 401(K) PLAN-2$2,029,137$83,923$41,962iApproximate average salary by contribution assumption: employee only about $1,049,038 at 4% or $699,358 at 6%; with 50% employer match about $699,358 at 4% or $466,239 at 6%; with 100% employer match about $524,519 at 4% or $349,679 at 6%.
202212$1,630,566$122,440$61,220iApproximate average salary by contribution assumption: employee only about $1,530,500 at 4% or $1,020,333 at 6%; with 50% employer match about $1,020,333 at 4% or $680,222 at 6%; with 100% employer match about $765,250 at 4% or $510,167 at 6%.
JAFFE FINANCIAL MANAGEMENT, LLC 401(K) PLAN-2$1,630,566$122,440$61,220iApproximate average salary by contribution assumption: employee only about $1,530,500 at 4% or $1,020,333 at 6%; with 50% employer match about $1,020,333 at 4% or $680,222 at 6%; with 100% employer match about $765,250 at 4% or $510,167 at 6%.