Jeffries Olson Flom & Bullis, P.A.
Plan context: Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan
EIN 41-1559555 • Moorhead, MN • 25 filings • 6 plans
Current Snapshot
Latest Year
2023
2023 Participants
4
2023 Assets
$803,968
2023 Contributions
$3,264
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $3,264 | - |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 0 | $0 | $3,264 | - |
| 2022 | 1 | 4 | $803,968 | $15,458 | $3,865iApproximate average salary by contribution assumption: employee only about $96,613 at 4% or $64,408 at 6%; with 50% employer match about $64,408 at 4% or $42,939 at 6%; with 100% employer match about $48,306 at 4% or $32,204 at 6%. |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 4 | $803,968 | $15,458 | $3,865iApproximate average salary by contribution assumption: employee only about $96,613 at 4% or $64,408 at 6%; with 50% employer match about $64,408 at 4% or $42,939 at 6%; with 100% employer match about $48,306 at 4% or $32,204 at 6%. |
| 2021 | 1 | 2 | $975,976 | $8,966 | $4,483iApproximate average salary by contribution assumption: employee only about $112,075 at 4% or $74,717 at 6%; with 50% employer match about $74,717 at 4% or $49,811 at 6%; with 100% employer match about $56,038 at 4% or $37,358 at 6%. |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 2 | $975,976 | $8,966 | $4,483iApproximate average salary by contribution assumption: employee only about $112,075 at 4% or $74,717 at 6%; with 50% employer match about $74,717 at 4% or $49,811 at 6%; with 100% employer match about $56,038 at 4% or $37,358 at 6%. |
| 2020 | 1 | 4 | $1,213,813 | $2,874 | $719iApproximate average salary by contribution assumption: employee only about $17,963 at 4% or $11,975 at 6%; with 50% employer match about $11,975 at 4% or $7,983 at 6%; with 100% employer match about $8,981 at 4% or $5,988 at 6%. |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 4 | $1,213,813 | $2,874 | $719iApproximate average salary by contribution assumption: employee only about $17,963 at 4% or $11,975 at 6%; with 50% employer match about $11,975 at 4% or $7,983 at 6%; with 100% employer match about $8,981 at 4% or $5,988 at 6%. |
| 2019 | 1 | 4 | $1,040,181 | $20,149 | $5,037iApproximate average salary by contribution assumption: employee only about $125,931 at 4% or $83,954 at 6%; with 50% employer match about $83,954 at 4% or $55,969 at 6%; with 100% employer match about $62,966 at 4% or $41,977 at 6%. |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 4 | $1,040,181 | $20,149 | $5,037iApproximate average salary by contribution assumption: employee only about $125,931 at 4% or $83,954 at 6%; with 50% employer match about $83,954 at 4% or $55,969 at 6%; with 100% employer match about $62,966 at 4% or $41,977 at 6%. |
| 2018 | 1 | 5 | $842,138 | $25,741 | $5,148iApproximate average salary by contribution assumption: employee only about $128,705 at 4% or $85,803 at 6%; with 50% employer match about $85,803 at 4% or $57,202 at 6%; with 100% employer match about $64,353 at 4% or $42,902 at 6%. |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 5 | $842,138 | $25,741 | $5,148iApproximate average salary by contribution assumption: employee only about $128,705 at 4% or $85,803 at 6%; with 50% employer match about $85,803 at 4% or $57,202 at 6%; with 100% employer match about $64,353 at 4% or $42,902 at 6%. |
| 2017 | 1 | 5 | $908,778 | $24,988 | $4,998iApproximate average salary by contribution assumption: employee only about $124,940 at 4% or $83,293 at 6%; with 50% employer match about $83,293 at 4% or $55,529 at 6%; with 100% employer match about $62,470 at 4% or $41,647 at 6%. |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 5 | $908,778 | $24,988 | $4,998iApproximate average salary by contribution assumption: employee only about $124,940 at 4% or $83,293 at 6%; with 50% employer match about $83,293 at 4% or $55,529 at 6%; with 100% employer match about $62,470 at 4% or $41,647 at 6%. |
| 2016 | 1 | 4 | $722,656 | $18,008 | $4,502iApproximate average salary by contribution assumption: employee only about $112,550 at 4% or $75,033 at 6%; with 50% employer match about $75,033 at 4% or $50,022 at 6%; with 100% employer match about $56,275 at 4% or $37,517 at 6%. |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 4 | $722,656 | $18,008 | $4,502iApproximate average salary by contribution assumption: employee only about $112,550 at 4% or $75,033 at 6%; with 50% employer match about $75,033 at 4% or $50,022 at 6%; with 100% employer match about $56,275 at 4% or $37,517 at 6%. |
| 2015 | 1 | 4 | $657,323 | $12,847 | $3,212iApproximate average salary by contribution assumption: employee only about $80,294 at 4% or $53,529 at 6%; with 50% employer match about $53,529 at 4% or $35,686 at 6%; with 100% employer match about $40,147 at 4% or $26,765 at 6%. |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 4 | $657,323 | $12,847 | $3,212iApproximate average salary by contribution assumption: employee only about $80,294 at 4% or $53,529 at 6%; with 50% employer match about $53,529 at 4% or $35,686 at 6%; with 100% employer match about $40,147 at 4% or $26,765 at 6%. |
| 2014 | 1 | 5 | $652,784 | $12,814 | $2,563iApproximate average salary by contribution assumption: employee only about $64,070 at 4% or $42,713 at 6%; with 50% employer match about $42,713 at 4% or $28,476 at 6%; with 100% employer match about $32,035 at 4% or $21,357 at 6%. |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 5 | $652,784 | $12,814 | $2,563iApproximate average salary by contribution assumption: employee only about $64,070 at 4% or $42,713 at 6%; with 50% employer match about $42,713 at 4% or $28,476 at 6%; with 100% employer match about $32,035 at 4% or $21,357 at 6%. |
| 2013 | 1 | 2 | $611,527 | $7,371 | $3,686iApproximate average salary by contribution assumption: employee only about $92,138 at 4% or $61,425 at 6%; with 50% employer match about $61,425 at 4% or $40,950 at 6%; with 100% employer match about $46,069 at 4% or $30,713 at 6%. |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 2 | $611,527 | $7,371 | $3,686iApproximate average salary by contribution assumption: employee only about $92,138 at 4% or $61,425 at 6%; with 50% employer match about $61,425 at 4% or $40,950 at 6%; with 100% employer match about $46,069 at 4% or $30,713 at 6%. |
| 2012 | 1 | 5 | $595,566 | $6,220 | $1,244iApproximate average salary by contribution assumption: employee only about $31,100 at 4% or $20,733 at 6%; with 50% employer match about $20,733 at 4% or $13,822 at 6%; with 100% employer match about $15,550 at 4% or $10,367 at 6%. |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 5 | $595,566 | $6,220 | $1,244iApproximate average salary by contribution assumption: employee only about $31,100 at 4% or $20,733 at 6%; with 50% employer match about $20,733 at 4% or $13,822 at 6%; with 100% employer match about $15,550 at 4% or $10,367 at 6%. |
| 2011 | 1 | 5 | $646,376 | $9,313 | $1,863iApproximate average salary by contribution assumption: employee only about $46,565 at 4% or $31,043 at 6%; with 50% employer match about $31,043 at 4% or $20,696 at 6%; with 100% employer match about $23,283 at 4% or $15,522 at 6%. |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 5 | $646,376 | $9,313 | $1,863iApproximate average salary by contribution assumption: employee only about $46,565 at 4% or $31,043 at 6%; with 50% employer match about $31,043 at 4% or $20,696 at 6%; with 100% employer match about $23,283 at 4% or $15,522 at 6%. |
| 2010 | 1 | 4 | $665,552 | $5,769 | $1,442iApproximate average salary by contribution assumption: employee only about $36,056 at 4% or $24,038 at 6%; with 50% employer match about $24,038 at 4% or $16,025 at 6%; with 100% employer match about $18,028 at 4% or $12,019 at 6%. |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 4 | $665,552 | $5,769 | $1,442iApproximate average salary by contribution assumption: employee only about $36,056 at 4% or $24,038 at 6%; with 50% employer match about $24,038 at 4% or $16,025 at 6%; with 100% employer match about $18,028 at 4% or $12,019 at 6%. |
| 2009 | 1 | 4 | $645,566 | $4,132 | $1,033iApproximate average salary by contribution assumption: employee only about $25,825 at 4% or $17,217 at 6%; with 50% employer match about $17,217 at 4% or $11,478 at 6%; with 100% employer match about $12,913 at 4% or $8,608 at 6%. |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 4 | $645,566 | $4,132 | $1,033iApproximate average salary by contribution assumption: employee only about $25,825 at 4% or $17,217 at 6%; with 50% employer match about $17,217 at 4% or $11,478 at 6%; with 100% employer match about $12,913 at 4% or $8,608 at 6%. |
| 2008 | 1 | 4 | $506,622 | $6,788 | $1,697iApproximate average salary by contribution assumption: employee only about $42,425 at 4% or $28,283 at 6%; with 50% employer match about $28,283 at 4% or $18,856 at 6%; with 100% employer match about $21,213 at 4% or $14,142 at 6%. |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 4 | $506,622 | $6,788 | $1,697iApproximate average salary by contribution assumption: employee only about $42,425 at 4% or $28,283 at 6%; with 50% employer match about $28,283 at 4% or $18,856 at 6%; with 100% employer match about $21,213 at 4% or $14,142 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 5 | - | - | - |
| 2006 | 1 | 7 | $1,068,099 | $59,346 | $8,478iApproximate average salary by contribution assumption: employee only about $211,950 at 4% or $141,300 at 6%; with 50% employer match about $141,300 at 4% or $94,200 at 6%; with 100% employer match about $105,975 at 4% or $70,650 at 6%. |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 7 | $1,068,099 | $59,346 | $8,478iApproximate average salary by contribution assumption: employee only about $211,950 at 4% or $141,300 at 6%; with 50% employer match about $141,300 at 4% or $94,200 at 6%; with 100% employer match about $105,975 at 4% or $70,650 at 6%. |
| 2005 | 1 | 8 | $908,203 | $59,931 | $7,491iApproximate average salary by contribution assumption: employee only about $187,284 at 4% or $124,856 at 6%; with 50% employer match about $124,856 at 4% or $83,238 at 6%; with 100% employer match about $93,642 at 4% or $62,428 at 6%. |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 8 | $908,203 | $59,931 | $7,491iApproximate average salary by contribution assumption: employee only about $187,284 at 4% or $124,856 at 6%; with 50% employer match about $124,856 at 4% or $83,238 at 6%; with 100% employer match about $93,642 at 4% or $62,428 at 6%. |
| 2004 | 1 | 7 | $772,641 | $62,326 | $8,904iApproximate average salary by contribution assumption: employee only about $222,593 at 4% or $148,395 at 6%; with 50% employer match about $148,395 at 4% or $98,930 at 6%; with 100% employer match about $111,296 at 4% or $74,198 at 6%. |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 7 | $772,641 | $62,326 | $8,904iApproximate average salary by contribution assumption: employee only about $222,593 at 4% or $148,395 at 6%; with 50% employer match about $148,395 at 4% or $98,930 at 6%; with 100% employer match about $111,296 at 4% or $74,198 at 6%. |
| 2003 | 1 | 8 | $628,332 | $69,755 | $8,719iApproximate average salary by contribution assumption: employee only about $217,984 at 4% or $145,323 at 6%; with 50% employer match about $145,323 at 4% or $96,882 at 6%; with 100% employer match about $108,992 at 4% or $72,661 at 6%. |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 8 | $628,332 | $69,755 | $8,719iApproximate average salary by contribution assumption: employee only about $217,984 at 4% or $145,323 at 6%; with 50% employer match about $145,323 at 4% or $96,882 at 6%; with 100% employer match about $108,992 at 4% or $72,661 at 6%. |
| 2002 | 1 | 8 | $482,442 | $68,056 | $8,507iApproximate average salary by contribution assumption: employee only about $212,675 at 4% or $141,783 at 6%; with 50% employer match about $141,783 at 4% or $94,522 at 6%; with 100% employer match about $106,338 at 4% or $70,892 at 6%. |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 8 | $482,442 | $68,056 | $8,507iApproximate average salary by contribution assumption: employee only about $212,675 at 4% or $141,783 at 6%; with 50% employer match about $141,783 at 4% or $94,522 at 6%; with 100% employer match about $106,338 at 4% or $70,892 at 6%. |
| 2001 | 1 | 10 | $0 | $0 | - |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 10 | - | - | - |
| 2000 | 1 | 7 | $529,168 | $35,840 | $5,120iApproximate average salary by contribution assumption: employee only about $128,000 at 4% or $85,333 at 6%; with 50% employer match about $85,333 at 4% or $56,889 at 6%; with 100% employer match about $64,000 at 4% or $42,667 at 6%. |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 7 | $529,168 | $35,840 | $5,120iApproximate average salary by contribution assumption: employee only about $128,000 at 4% or $85,333 at 6%; with 50% employer match about $85,333 at 4% or $56,889 at 6%; with 100% employer match about $64,000 at 4% or $42,667 at 6%. |
| 1999 | 1 | 6 | $652,721 | $89,124 | $14,854iApproximate average salary by contribution assumption: employee only about $371,350 at 4% or $247,567 at 6%; with 50% employer match about $247,567 at 4% or $165,044 at 6%; with 100% employer match about $185,675 at 4% or $123,783 at 6%. |
| Jeffries Olson Flom & Bullis P.A. Profit Sharing 401K Plan | - | 6 | $652,721 | $89,124 | $14,854iApproximate average salary by contribution assumption: employee only about $371,350 at 4% or $247,567 at 6%; with 50% employer match about $247,567 at 4% or $165,044 at 6%; with 100% employer match about $185,675 at 4% or $123,783 at 6%. |