JEFFERSON GROUP LLC
Plan context: JEFFERSON GROUP LLC 401(K) PLAN
EIN 27-2572787 • Stamford, CT • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$68,868
2025 Contributions
$18,156
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 12 | $68,868 | $18,156 | $1,513iApproximate average salary by contribution assumption: employee only about $37,825 at 4% or $25,217 at 6%; with 50% employer match about $25,217 at 4% or $16,811 at 6%; with 100% employer match about $18,913 at 4% or $12,608 at 6%. |
| JEFFERSON GROUP LLC 401(K) PLAN | - | 12 | $68,868 | $18,156 | $1,513iApproximate average salary by contribution assumption: employee only about $37,825 at 4% or $25,217 at 6%; with 50% employer match about $25,217 at 4% or $16,811 at 6%; with 100% employer match about $18,913 at 4% or $12,608 at 6%. |
| 2024 | 1 | 11 | $42,947 | $17,260 | $1,569iApproximate average salary by contribution assumption: employee only about $39,227 at 4% or $26,152 at 6%; with 50% employer match about $26,152 at 4% or $17,434 at 6%; with 100% employer match about $19,614 at 4% or $13,076 at 6%. |
| JEFFERSON GROUP LLC 401(K) PLAN | - | 11 | $42,947 | $17,260 | $1,569iApproximate average salary by contribution assumption: employee only about $39,227 at 4% or $26,152 at 6%; with 50% employer match about $26,152 at 4% or $17,434 at 6%; with 100% employer match about $19,614 at 4% or $13,076 at 6%. |
| 2023 | 1 | 10 | $27,865 | $14,485 | $1,449iApproximate average salary by contribution assumption: employee only about $36,213 at 4% or $24,142 at 6%; with 50% employer match about $24,142 at 4% or $16,094 at 6%; with 100% employer match about $18,106 at 4% or $12,071 at 6%. |
| JEFFERSON GROUP LLC 401(K) PLAN | - | 10 | $27,865 | $14,485 | $1,449iApproximate average salary by contribution assumption: employee only about $36,213 at 4% or $24,142 at 6%; with 50% employer match about $24,142 at 4% or $16,094 at 6%; with 100% employer match about $18,106 at 4% or $12,071 at 6%. |
| 2022 | 1 | 8 | $11,765 | $12,223 | $1,528iApproximate average salary by contribution assumption: employee only about $38,197 at 4% or $25,465 at 6%; with 50% employer match about $25,465 at 4% or $16,976 at 6%; with 100% employer match about $19,098 at 4% or $12,732 at 6%. |
| JEFFERSON GROUP LLC 401(K) PLAN | - | 8 | $11,765 | $12,223 | $1,528iApproximate average salary by contribution assumption: employee only about $38,197 at 4% or $25,465 at 6%; with 50% employer match about $25,465 at 4% or $16,976 at 6%; with 100% employer match about $19,098 at 4% or $12,732 at 6%. |