Civic Intelligence

Jeffrey Financial Services Inc

Plan context: Jeffrey Financial Services Inc 401(K) Profit Sharing Plan

EIN 38-3542046 • Troy, MI • 11 filings • 2 plans

6650 Whiting DrTroy, MI 48098
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$929,239

2024 Contributions

$79,281

Historical Graphs

Total Assets Over Time

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

$929,239$464,620$0201420192024YearValue
$929,239Latest year 2024

Participants Over Time

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

320201420192024YearValue
2Latest 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
202412$929,239$79,281$39,641iApproximate average salary by contribution assumption: employee only about $991,013 at 4% or $660,675 at 6%; with 50% employer match about $660,675 at 4% or $440,450 at 6%; with 100% employer match about $495,506 at 4% or $330,338 at 6%.
Jeffrey Financial Services Inc 401(K) Profit Sharing Plan-2$929,239$79,281$39,641iApproximate average salary by contribution assumption: employee only about $991,013 at 4% or $660,675 at 6%; with 50% employer match about $660,675 at 4% or $440,450 at 6%; with 100% employer match about $495,506 at 4% or $330,338 at 6%.
202312$715,903$76,161$38,081iApproximate average salary by contribution assumption: employee only about $952,013 at 4% or $634,675 at 6%; with 50% employer match about $634,675 at 4% or $423,117 at 6%; with 100% employer match about $476,006 at 4% or $317,338 at 6%.
Jeffrey Financial Services Inc 401(K) Profit Sharing Plan-2$715,903$76,161$38,081iApproximate average salary by contribution assumption: employee only about $952,013 at 4% or $634,675 at 6%; with 50% employer match about $634,675 at 4% or $423,117 at 6%; with 100% employer match about $476,006 at 4% or $317,338 at 6%.
202212$603,120$69,896$34,948iApproximate average salary by contribution assumption: employee only about $873,700 at 4% or $582,467 at 6%; with 50% employer match about $582,467 at 4% or $388,311 at 6%; with 100% employer match about $436,850 at 4% or $291,233 at 6%.
Jeffrey Financial Services Inc 401(K) Profit Sharing Plan-2$603,120$69,896$34,948iApproximate average salary by contribution assumption: employee only about $873,700 at 4% or $582,467 at 6%; with 50% employer match about $582,467 at 4% or $388,311 at 6%; with 100% employer match about $436,850 at 4% or $291,233 at 6%.
202112$542,903$66,939$33,470iApproximate average salary by contribution assumption: employee only about $836,738 at 4% or $557,825 at 6%; with 50% employer match about $557,825 at 4% or $371,883 at 6%; with 100% employer match about $418,369 at 4% or $278,913 at 6%.
Jeffrey Financial Services Inc 401(K) Profit Sharing Plan-2$542,903$66,939$33,470iApproximate average salary by contribution assumption: employee only about $836,738 at 4% or $557,825 at 6%; with 50% employer match about $557,825 at 4% or $371,883 at 6%; with 100% employer match about $418,369 at 4% or $278,913 at 6%.
202013$444,578$67,514$22,505iApproximate average salary by contribution assumption: employee only about $562,617 at 4% or $375,078 at 6%; with 50% employer match about $375,078 at 4% or $250,052 at 6%; with 100% employer match about $281,308 at 4% or $187,539 at 6%.
Jeffrey Financial Services Inc 401(K) Profit Sharing Plan-3$444,578$67,514$22,505iApproximate average salary by contribution assumption: employee only about $562,617 at 4% or $375,078 at 6%; with 50% employer match about $375,078 at 4% or $250,052 at 6%; with 100% employer match about $281,308 at 4% or $187,539 at 6%.
201912$408,048$65,779$32,890iApproximate average salary by contribution assumption: employee only about $822,238 at 4% or $548,158 at 6%; with 50% employer match about $548,158 at 4% or $365,439 at 6%; with 100% employer match about $411,119 at 4% or $274,079 at 6%.
Jeffrey Financial Services Inc 401(K) Profit Sharing Plan-2$408,048$65,779$32,890iApproximate average salary by contribution assumption: employee only about $822,238 at 4% or $548,158 at 6%; with 50% employer match about $548,158 at 4% or $365,439 at 6%; with 100% employer match about $411,119 at 4% or $274,079 at 6%.
201812$282,472$63,715$31,858iApproximate average salary by contribution assumption: employee only about $796,438 at 4% or $530,958 at 6%; with 50% employer match about $530,958 at 4% or $353,972 at 6%; with 100% employer match about $398,219 at 4% or $265,479 at 6%.
Jeffrey Financial Services Inc 401(K) Profit Sharing Plan-2$282,472$63,715$31,858iApproximate average salary by contribution assumption: employee only about $796,438 at 4% or $530,958 at 6%; with 50% employer match about $530,958 at 4% or $353,972 at 6%; with 100% employer match about $398,219 at 4% or $265,479 at 6%.
201712$237,267$63,082$31,541iApproximate average salary by contribution assumption: employee only about $788,525 at 4% or $525,683 at 6%; with 50% employer match about $525,683 at 4% or $350,456 at 6%; with 100% employer match about $394,263 at 4% or $262,842 at 6%.
Jeffrey Financial Services Inc 401(K) Profit Sharing Plan-2$237,267$63,082$31,541iApproximate average salary by contribution assumption: employee only about $788,525 at 4% or $525,683 at 6%; with 50% employer match about $525,683 at 4% or $350,456 at 6%; with 100% employer match about $394,263 at 4% or $262,842 at 6%.
201612$157,522$51,138$25,569iApproximate average salary by contribution assumption: employee only about $639,225 at 4% or $426,150 at 6%; with 50% employer match about $426,150 at 4% or $284,100 at 6%; with 100% employer match about $319,613 at 4% or $213,075 at 6%.
Jeffrey Financial Services Inc 401(K) Profit Sharing Plan-2$157,522$51,138$25,569iApproximate average salary by contribution assumption: employee only about $639,225 at 4% or $426,150 at 6%; with 50% employer match about $426,150 at 4% or $284,100 at 6%; with 100% employer match about $319,613 at 4% or $213,075 at 6%.
201512$106,384$62,464$31,232iApproximate average salary by contribution assumption: employee only about $780,800 at 4% or $520,533 at 6%; with 50% employer match about $520,533 at 4% or $347,022 at 6%; with 100% employer match about $390,400 at 4% or $260,267 at 6%.
Jeffrey Financial Services Inc 401(K) Profit Sharing Plan-2$106,384$62,464$31,232iApproximate average salary by contribution assumption: employee only about $780,800 at 4% or $520,533 at 6%; with 50% employer match about $520,533 at 4% or $347,022 at 6%; with 100% employer match about $390,400 at 4% or $260,267 at 6%.
201412$43,920$43,920$21,960iApproximate average salary by contribution assumption: employee only about $549,000 at 4% or $366,000 at 6%; with 50% employer match about $366,000 at 4% or $244,000 at 6%; with 100% employer match about $274,500 at 4% or $183,000 at 6%.
Jeffrey Financial Services Inc 401(K) Profit Sharing Plan-2$43,920$43,920$21,960iApproximate average salary by contribution assumption: employee only about $549,000 at 4% or $366,000 at 6%; with 50% employer match about $366,000 at 4% or $244,000 at 6%; with 100% employer match about $274,500 at 4% or $183,000 at 6%.