Jefferson Financial LLC
Plan context: Jefferson Financial LLC 401K Plan
EIN 37-1446875 • 3 filings • 1 plans
Current Snapshot
Latest Year
2004
2004 Participants
6
2004 Assets
$159,451
2004 Contributions
$55
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 0 | $0 | $55 | - |
| Jefferson Financial LLC 401K Plan | - | 0 | - | $55 | - |
| 2003 | 1 | 6 | $159,451 | $29,099 | $4,850iApproximate average salary by contribution assumption: employee only about $121,246 at 4% or $80,831 at 6%; with 50% employer match about $80,831 at 4% or $53,887 at 6%; with 100% employer match about $60,623 at 4% or $40,415 at 6%. |
| Jefferson Financial LLC 401K Plan | - | 6 | $159,451 | $29,099 | $4,850iApproximate average salary by contribution assumption: employee only about $121,246 at 4% or $80,831 at 6%; with 50% employer match about $80,831 at 4% or $53,887 at 6%; with 100% employer match about $60,623 at 4% or $40,415 at 6%. |
| 2002 | 1 | 5 | $103,055 | $32,287 | $6,457iApproximate average salary by contribution assumption: employee only about $161,435 at 4% or $107,623 at 6%; with 50% employer match about $107,623 at 4% or $71,749 at 6%; with 100% employer match about $80,718 at 4% or $53,812 at 6%. |
| Jefferson Financial LLC 401K Plan | - | 5 | $103,055 | $32,287 | $6,457iApproximate average salary by contribution assumption: employee only about $161,435 at 4% or $107,623 at 6%; with 50% employer match about $107,623 at 4% or $71,749 at 6%; with 100% employer match about $80,718 at 4% or $53,812 at 6%. |