Jefferson Partners, L.P.
Plan context: Jefferson Partners 401K Plan
EIN 41-1724174 • 48 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
161
2024 Assets
$4,678,307
2024 Contributions
$471,666
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 161 | $4,678,307 | $471,666 | $2,930iApproximate average salary by contribution assumption: employee only about $73,240 at 4% or $48,827 at 6%; with 50% employer match about $48,827 at 4% or $32,551 at 6%; with 100% employer match about $36,620 at 4% or $24,413 at 6%. |
| Jefferson Partners 401K Plan | - | 161 | $4,678,307 | $471,666 | $2,930iApproximate average salary by contribution assumption: employee only about $73,240 at 4% or $48,827 at 6%; with 50% employer match about $48,827 at 4% or $32,551 at 6%; with 100% employer match about $36,620 at 4% or $24,413 at 6%. |
| Jefferson Partners Health and Welfare Plan | - | 121 | - | - | - |
| 2023 | 2 | 158 | $4,218,210 | $634,110 | $4,013iApproximate average salary by contribution assumption: employee only about $100,334 at 4% or $66,889 at 6%; with 50% employer match about $66,889 at 4% or $44,593 at 6%; with 100% employer match about $50,167 at 4% or $33,445 at 6%. |
| Jefferson Partners 401K Plan | - | 158 | $4,218,210 | $634,110 | $4,013iApproximate average salary by contribution assumption: employee only about $100,334 at 4% or $66,889 at 6%; with 50% employer match about $66,889 at 4% or $44,593 at 6%; with 100% employer match about $50,167 at 4% or $33,445 at 6%. |
| Jefferson Partners Health and Welfare Plan | - | 126 | - | - | - |
| 2022 | 2 | 161 | $3,281,543 | $360,791 | $2,241iApproximate average salary by contribution assumption: employee only about $56,023 at 4% or $37,349 at 6%; with 50% employer match about $37,349 at 4% or $24,899 at 6%; with 100% employer match about $28,012 at 4% or $18,674 at 6%. |
| Jefferson Partners 401K Plan | - | 161 | $3,281,543 | $360,791 | $2,241iApproximate average salary by contribution assumption: employee only about $56,023 at 4% or $37,349 at 6%; with 50% employer match about $37,349 at 4% or $24,899 at 6%; with 100% employer match about $28,012 at 4% or $18,674 at 6%. |
| Jefferson Partners Health and Welfare Plan | - | 122 | - | - | - |
| 2021 | 2 | 145 | $3,825,327 | $359,315 | $2,478iApproximate average salary by contribution assumption: employee only about $61,951 at 4% or $41,301 at 6%; with 50% employer match about $41,301 at 4% or $27,534 at 6%; with 100% employer match about $30,975 at 4% or $20,650 at 6%. |
| Jefferson Partners 401K Plan | - | 145 | $3,825,327 | $359,315 | $2,478iApproximate average salary by contribution assumption: employee only about $61,951 at 4% or $41,301 at 6%; with 50% employer match about $41,301 at 4% or $27,534 at 6%; with 100% employer match about $30,975 at 4% or $20,650 at 6%. |
| Jefferson Partners Health and Welfare Plan | - | 96 | - | - | - |
| 2020 | 2 | 145 | $3,375,671 | $330,020 | $2,276iApproximate average salary by contribution assumption: employee only about $56,900 at 4% or $37,933 at 6%; with 50% employer match about $37,933 at 4% or $25,289 at 6%; with 100% employer match about $28,450 at 4% or $18,967 at 6%. |
| Jefferson Partners 401K Plan | - | 145 | $3,375,671 | $330,020 | $2,276iApproximate average salary by contribution assumption: employee only about $56,900 at 4% or $37,933 at 6%; with 50% employer match about $37,933 at 4% or $25,289 at 6%; with 100% employer match about $28,450 at 4% or $18,967 at 6%. |
| Jefferson Partners Health and Welfare Plan | - | 115 | - | - | - |
| 2019 | 2 | 161 | $2,874,815 | $309,106 | $1,920iApproximate average salary by contribution assumption: employee only about $47,998 at 4% or $31,999 at 6%; with 50% employer match about $31,999 at 4% or $21,332 at 6%; with 100% employer match about $23,999 at 4% or $15,999 at 6%. |
| Jefferson Partners 401K Plan | - | 161 | $2,874,815 | $309,106 | $1,920iApproximate average salary by contribution assumption: employee only about $47,998 at 4% or $31,999 at 6%; with 50% employer match about $31,999 at 4% or $21,332 at 6%; with 100% employer match about $23,999 at 4% or $15,999 at 6%. |
| Jefferson Partners Health and Welfare Plan | - | 121 | - | - | - |
| 2018 | 2 | 166 | $2,349,528 | $248,854 | $1,499iApproximate average salary by contribution assumption: employee only about $37,478 at 4% or $24,985 at 6%; with 50% employer match about $24,985 at 4% or $16,657 at 6%; with 100% employer match about $18,739 at 4% or $12,493 at 6%. |
| Jefferson Partners 401K Plan | - | 166 | $2,349,528 | $248,854 | $1,499iApproximate average salary by contribution assumption: employee only about $37,478 at 4% or $24,985 at 6%; with 50% employer match about $24,985 at 4% or $16,657 at 6%; with 100% employer match about $18,739 at 4% or $12,493 at 6%. |
| Jefferson Partners Health and Welfare Plan | - | 140 | - | - | - |
| 2017 | 2 | 164 | $2,430,180 | $207,382 | $1,265iApproximate average salary by contribution assumption: employee only about $31,613 at 4% or $21,075 at 6%; with 50% employer match about $21,075 at 4% or $14,050 at 6%; with 100% employer match about $15,807 at 4% or $10,538 at 6%. |
| Jefferson Partners 401K Plan | - | 164 | $2,430,180 | $207,382 | $1,265iApproximate average salary by contribution assumption: employee only about $31,613 at 4% or $21,075 at 6%; with 50% employer match about $21,075 at 4% or $14,050 at 6%; with 100% employer match about $15,807 at 4% or $10,538 at 6%. |
| Jefferson Partners Health and Welfare Plan | - | 114 | - | - | - |
| 2016 | 2 | 174 | $2,054,044 | $195,628 | $1,124iApproximate average salary by contribution assumption: employee only about $28,107 at 4% or $18,738 at 6%; with 50% employer match about $18,738 at 4% or $12,492 at 6%; with 100% employer match about $14,054 at 4% or $9,369 at 6%. |
| Jefferson Partners 401K Plan | - | 174 | $2,054,044 | $195,628 | $1,124iApproximate average salary by contribution assumption: employee only about $28,107 at 4% or $18,738 at 6%; with 50% employer match about $18,738 at 4% or $12,492 at 6%; with 100% employer match about $14,054 at 4% or $9,369 at 6%. |
| Jefferson Partners Health and Welfare Plan | - | 162 | - | - | - |
| 2015 | 2 | 177 | $2,069,030 | $208,321 | $1,177iApproximate average salary by contribution assumption: employee only about $29,424 at 4% or $19,616 at 6%; with 50% employer match about $19,616 at 4% or $13,077 at 6%; with 100% employer match about $14,712 at 4% or $9,808 at 6%. |
| Jefferson Partners 401K Plan | - | 177 | $2,069,030 | $208,321 | $1,177iApproximate average salary by contribution assumption: employee only about $29,424 at 4% or $19,616 at 6%; with 50% employer match about $19,616 at 4% or $13,077 at 6%; with 100% employer match about $14,712 at 4% or $9,808 at 6%. |
| Jefferson Partners Health and Welfare Plan | - | 136 | - | - | - |
| 2014 | 2 | 168 | $2,310,310 | $227,726 | $1,356iApproximate average salary by contribution assumption: employee only about $33,888 at 4% or $22,592 at 6%; with 50% employer match about $22,592 at 4% or $15,061 at 6%; with 100% employer match about $16,944 at 4% or $11,296 at 6%. |
| Jefferson Partners 401K Plan | - | 168 | $2,310,310 | $227,726 | $1,356iApproximate average salary by contribution assumption: employee only about $33,888 at 4% or $22,592 at 6%; with 50% employer match about $22,592 at 4% or $15,061 at 6%; with 100% employer match about $16,944 at 4% or $11,296 at 6%. |
| Jefferson Partners Health and Welfare Plan | - | 132 | - | - | - |
| 2013 | 2 | 176 | $2,128,455 | $198,296 | $1,127iApproximate average salary by contribution assumption: employee only about $28,167 at 4% or $18,778 at 6%; with 50% employer match about $18,778 at 4% or $12,519 at 6%; with 100% employer match about $14,084 at 4% or $9,389 at 6%. |
| Jefferson Partners 401K Plan | - | 176 | $2,128,455 | $198,296 | $1,127iApproximate average salary by contribution assumption: employee only about $28,167 at 4% or $18,778 at 6%; with 50% employer match about $18,778 at 4% or $12,519 at 6%; with 100% employer match about $14,084 at 4% or $9,389 at 6%. |
| Jefferson Partners Health and Welfare Plan | - | 106 | - | - | - |
| 2012 | 2 | 157 | $1,690,180 | $169,492 | $1,080iApproximate average salary by contribution assumption: employee only about $26,989 at 4% or $17,993 at 6%; with 50% employer match about $17,993 at 4% or $11,995 at 6%; with 100% employer match about $13,495 at 4% or $8,996 at 6%. |
| Jefferson Partners 401K Plan | - | 157 | $1,690,180 | $169,492 | $1,080iApproximate average salary by contribution assumption: employee only about $26,989 at 4% or $17,993 at 6%; with 50% employer match about $17,993 at 4% or $11,995 at 6%; with 100% employer match about $13,495 at 4% or $8,996 at 6%. |
| Jefferson Partners Health and Welfare Plan | - | 149 | - | - | - |
| 2011 | 1 | 162 | $1,685,504 | $164,400 | $1,015iApproximate average salary by contribution assumption: employee only about $25,370 at 4% or $16,914 at 6%; with 50% employer match about $16,914 at 4% or $11,276 at 6%; with 100% employer match about $12,685 at 4% or $8,457 at 6%. |
| Jefferson Partners 401K Plan | - | 162 | $1,685,504 | $164,400 | $1,015iApproximate average salary by contribution assumption: employee only about $25,370 at 4% or $16,914 at 6%; with 50% employer match about $16,914 at 4% or $11,276 at 6%; with 100% employer match about $12,685 at 4% or $8,457 at 6%. |
| 2010 | 2 | 158 | $1,696,667 | $130,792 | $828iApproximate average salary by contribution assumption: employee only about $20,695 at 4% or $13,797 at 6%; with 50% employer match about $13,797 at 4% or $9,198 at 6%; with 100% employer match about $10,347 at 4% or $6,898 at 6%. |
| Jefferson Partners 401K Plan | - | 158 | $1,696,667 | $130,792 | $828iApproximate average salary by contribution assumption: employee only about $20,695 at 4% or $13,797 at 6%; with 50% employer match about $13,797 at 4% or $9,198 at 6%; with 100% employer match about $10,347 at 4% or $6,898 at 6%. |
| Jefferson Partners Health and Welfare Plan | - | 88 | - | - | - |
| 2009 | 2 | 156 | $1,550,342 | $131,350 | $842iApproximate average salary by contribution assumption: employee only about $21,050 at 4% or $14,033 at 6%; with 50% employer match about $14,033 at 4% or $9,355 at 6%; with 100% employer match about $10,525 at 4% or $7,017 at 6%. |
| Jefferson Partners 401K Plan | - | 156 | $1,550,342 | $131,350 | $842iApproximate average salary by contribution assumption: employee only about $21,050 at 4% or $14,033 at 6%; with 50% employer match about $14,033 at 4% or $9,355 at 6%; with 100% employer match about $10,525 at 4% or $7,017 at 6%. |
| Jefferson Partners Health and Welfare Plan | - | 132 | - | - | - |
| 2008 | 2 | 156 | $1,328,042 | $134,233 | $860iApproximate average salary by contribution assumption: employee only about $21,512 at 4% or $14,341 at 6%; with 50% employer match about $14,341 at 4% or $9,561 at 6%; with 100% employer match about $10,756 at 4% or $7,171 at 6%. |
| Jefferson Partners 401K Plan | - | 156 | $1,328,042 | $134,233 | $860iApproximate average salary by contribution assumption: employee only about $21,512 at 4% or $14,341 at 6%; with 50% employer match about $14,341 at 4% or $9,561 at 6%; with 100% employer match about $10,756 at 4% or $7,171 at 6%. |
| Jefferson Partners Health and Welfare Plan | - | 83 | - | - | - |
| 2007 | 2 | 122 | $1,739,488 | $136,527 | $1,119iApproximate average salary by contribution assumption: employee only about $27,977 at 4% or $18,651 at 6%; with 50% employer match about $18,651 at 4% or $12,434 at 6%; with 100% employer match about $13,988 at 4% or $9,326 at 6%. |
| Jefferson Partners 401K Plan | - | 122 | $1,739,488 | $136,527 | $1,119iApproximate average salary by contribution assumption: employee only about $27,977 at 4% or $18,651 at 6%; with 50% employer match about $18,651 at 4% or $12,434 at 6%; with 100% employer match about $13,988 at 4% or $9,326 at 6%. |
| Jefferson Partners Health and Welfare Plan | - | 120 | - | - | - |
| 2006 | 2 | 121 | $1,723,369 | $163,201 | $1,349iApproximate average salary by contribution assumption: employee only about $33,719 at 4% or $22,479 at 6%; with 50% employer match about $22,479 at 4% or $14,986 at 6%; with 100% employer match about $16,860 at 4% or $11,240 at 6%. |
| Jefferson Partners 401K Plan | - | 121 | $1,723,369 | $163,201 | $1,349iApproximate average salary by contribution assumption: employee only about $33,719 at 4% or $22,479 at 6%; with 50% employer match about $22,479 at 4% or $14,986 at 6%; with 100% employer match about $16,860 at 4% or $11,240 at 6%. |
| Long Term Disability Plan | - | 120 | - | - | - |
| 2005 | 2 | 127 | $1,581,014 | $158,497 | $1,248iApproximate average salary by contribution assumption: employee only about $31,200 at 4% or $20,800 at 6%; with 50% employer match about $20,800 at 4% or $13,867 at 6%; with 100% employer match about $15,600 at 4% or $10,400 at 6%. |
| Jefferson Partners 401K Plan | - | 127 | $1,581,014 | $158,497 | $1,248iApproximate average salary by contribution assumption: employee only about $31,200 at 4% or $20,800 at 6%; with 50% employer match about $20,800 at 4% or $13,867 at 6%; with 100% employer match about $15,600 at 4% or $10,400 at 6%. |
| Long Term Disability Plan | - | 119 | - | - | - |
| 2004 | 2 | 126 | $1,505,119 | $166,333 | $1,320iApproximate average salary by contribution assumption: employee only about $33,003 at 4% or $22,002 at 6%; with 50% employer match about $22,002 at 4% or $14,668 at 6%; with 100% employer match about $16,501 at 4% or $11,001 at 6%. |
| Jefferson Partners 401K Plan | - | 107 | $1,505,119 | $166,333 | $1,555iApproximate average salary by contribution assumption: employee only about $38,863 at 4% or $25,909 at 6%; with 50% employer match about $25,909 at 4% or $17,272 at 6%; with 100% employer match about $19,431 at 4% or $12,954 at 6%. |
| Long Term Disability Plan | - | 126 | - | - | - |
| 2003 | 1 | 188 | $1,395,415 | $158,665 | $844iApproximate average salary by contribution assumption: employee only about $21,099 at 4% or $14,066 at 6%; with 50% employer match about $14,066 at 4% or $9,377 at 6%; with 100% employer match about $10,550 at 4% or $7,033 at 6%. |
| Jefferson Partners 401K Plan | - | 188 | $1,395,415 | $158,665 | $844iApproximate average salary by contribution assumption: employee only about $21,099 at 4% or $14,066 at 6%; with 50% employer match about $14,066 at 4% or $9,377 at 6%; with 100% employer match about $10,550 at 4% or $7,033 at 6%. |
| 2002 | 1 | 184 | $1,106,696 | $219,398 | $1,192iApproximate average salary by contribution assumption: employee only about $29,810 at 4% or $19,873 at 6%; with 50% employer match about $19,873 at 4% or $13,249 at 6%; with 100% employer match about $14,905 at 4% or $9,937 at 6%. |
| Jefferson Partners 401K Plan | - | 184 | $1,106,696 | $219,398 | $1,192iApproximate average salary by contribution assumption: employee only about $29,810 at 4% or $19,873 at 6%; with 50% employer match about $19,873 at 4% or $13,249 at 6%; with 100% employer match about $14,905 at 4% or $9,937 at 6%. |
| 2001 | 1 | 120 | $1,100,447 | $129,462 | $1,079iApproximate average salary by contribution assumption: employee only about $26,971 at 4% or $17,981 at 6%; with 50% employer match about $17,981 at 4% or $11,987 at 6%; with 100% employer match about $13,486 at 4% or $8,990 at 6%. |
| Jefferson Partners 401K Plan | - | 120 | $1,100,447 | $129,462 | $1,079iApproximate average salary by contribution assumption: employee only about $26,971 at 4% or $17,981 at 6%; with 50% employer match about $17,981 at 4% or $11,987 at 6%; with 100% employer match about $13,486 at 4% or $8,990 at 6%. |
| 2000 | 1 | 143 | $1,252,855 | $148,537 | $1,039iApproximate average salary by contribution assumption: employee only about $25,968 at 4% or $17,312 at 6%; with 50% employer match about $17,312 at 4% or $11,541 at 6%; with 100% employer match about $12,984 at 4% or $8,656 at 6%. |
| Jefferson Partners 401K Plan | - | 143 | $1,252,855 | $148,537 | $1,039iApproximate average salary by contribution assumption: employee only about $25,968 at 4% or $17,312 at 6%; with 50% employer match about $17,312 at 4% or $11,541 at 6%; with 100% employer match about $12,984 at 4% or $8,656 at 6%. |
| 1999 | 3 | 148 | $1,342,176 | $151,709 | $1,025iApproximate average salary by contribution assumption: employee only about $25,627 at 4% or $17,084 at 6%; with 50% employer match about $17,084 at 4% or $11,390 at 6%; with 100% employer match about $12,813 at 4% or $8,542 at 6%. |
| Jefferson Partners 401K Plan | - | 148 | $1,342,176 | $151,709 | $1,025iApproximate average salary by contribution assumption: employee only about $25,627 at 4% or $17,084 at 6%; with 50% employer match about $17,084 at 4% or $11,390 at 6%; with 100% employer match about $12,813 at 4% or $8,542 at 6%. |
| Life Plan | - | 115 | - | - | - |
| Long Term Disability Plan | - | 128 | - | - | - |