Civic Intelligence

The Jefferson CPA Group Inc.

Plan context: The Jefferson CPA Group Inc. 401(K) Plan

EIN 45-2540531 • North Andover, MA • 12 filings • 2 plans

231 Sutton St Suite 2KNorth Andover, MA 01845
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$138,268

2024 Contributions

$10,091

Historical Graphs

Total Assets Over Time

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

$166,830$83,415$0201120182024YearValue
$138,268Latest year 2024

Participants Over Time

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

530201120182024YearValue
3Latest 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
202413$138,268$0-
The Jefferson CPA Group Inc. 401(K) Plan-3$138,268--
202313$125,327$10,091$3,364iApproximate average salary by contribution assumption: employee only about $84,092 at 4% or $56,061 at 6%; with 50% employer match about $56,061 at 4% or $37,374 at 6%; with 100% employer match about $42,046 at 4% or $28,031 at 6%.
The Jefferson CPA Group Inc. 401(K) Plan-3$125,327$10,091$3,364iApproximate average salary by contribution assumption: employee only about $84,092 at 4% or $56,061 at 6%; with 50% employer match about $56,061 at 4% or $37,374 at 6%; with 100% employer match about $42,046 at 4% or $28,031 at 6%.
202113$105,402$11,338$3,779iApproximate average salary by contribution assumption: employee only about $94,483 at 4% or $62,989 at 6%; with 50% employer match about $62,989 at 4% or $41,993 at 6%; with 100% employer match about $47,242 at 4% or $31,494 at 6%.
The Jefferson CPA Group Inc. 401(K) Plan-3$105,402$11,338$3,779iApproximate average salary by contribution assumption: employee only about $94,483 at 4% or $62,989 at 6%; with 50% employer match about $62,989 at 4% or $41,993 at 6%; with 100% employer match about $47,242 at 4% or $31,494 at 6%.
202013$82,450$10,599$3,533iApproximate average salary by contribution assumption: employee only about $88,325 at 4% or $58,883 at 6%; with 50% employer match about $58,883 at 4% or $39,256 at 6%; with 100% employer match about $44,163 at 4% or $29,442 at 6%.
The Jefferson CPA Group Inc. 401(K) Plan-3$82,450$10,599$3,533iApproximate average salary by contribution assumption: employee only about $88,325 at 4% or $58,883 at 6%; with 50% employer match about $58,883 at 4% or $39,256 at 6%; with 100% employer match about $44,163 at 4% or $29,442 at 6%.
201913$61,031$9,624$3,208iApproximate average salary by contribution assumption: employee only about $80,200 at 4% or $53,467 at 6%; with 50% employer match about $53,467 at 4% or $35,644 at 6%; with 100% employer match about $40,100 at 4% or $26,733 at 6%.
The Jefferson CPA Group Inc. 401(K) Plan-3$61,031$9,624$3,208iApproximate average salary by contribution assumption: employee only about $80,200 at 4% or $53,467 at 6%; with 50% employer match about $53,467 at 4% or $35,644 at 6%; with 100% employer match about $40,100 at 4% or $26,733 at 6%.
201813$41,629$7,561$2,520iApproximate average salary by contribution assumption: employee only about $63,008 at 4% or $42,006 at 6%; with 50% employer match about $42,006 at 4% or $28,004 at 6%; with 100% employer match about $31,504 at 4% or $21,003 at 6%.
The Jefferson CPA Group Inc. 401(K) Plan-3$41,629$7,561$2,520iApproximate average salary by contribution assumption: employee only about $63,008 at 4% or $42,006 at 6%; with 50% employer match about $42,006 at 4% or $28,004 at 6%; with 100% employer match about $31,504 at 4% or $21,003 at 6%.
201714$56,170$7,072$1,768iApproximate average salary by contribution assumption: employee only about $44,200 at 4% or $29,467 at 6%; with 50% employer match about $29,467 at 4% or $19,644 at 6%; with 100% employer match about $22,100 at 4% or $14,733 at 6%.
The Jefferson CPA Group Inc. 401(K) Plan-4$56,170$7,072$1,768iApproximate average salary by contribution assumption: employee only about $44,200 at 4% or $29,467 at 6%; with 50% employer match about $29,467 at 4% or $19,644 at 6%; with 100% employer match about $22,100 at 4% or $14,733 at 6%.
201615$47,583$12,057$2,411iApproximate average salary by contribution assumption: employee only about $60,285 at 4% or $40,190 at 6%; with 50% employer match about $40,190 at 4% or $26,793 at 6%; with 100% employer match about $30,143 at 4% or $20,095 at 6%.
The Jefferson CPA Group Inc. 401(K) Plan-5$47,583$12,057$2,411iApproximate average salary by contribution assumption: employee only about $60,285 at 4% or $40,190 at 6%; with 50% employer match about $40,190 at 4% or $26,793 at 6%; with 100% employer match about $30,143 at 4% or $20,095 at 6%.
201515$66,847$12,291$2,458iApproximate average salary by contribution assumption: employee only about $61,455 at 4% or $40,970 at 6%; with 50% employer match about $40,970 at 4% or $27,313 at 6%; with 100% employer match about $30,727 at 4% or $20,485 at 6%.
The Jefferson CPA Group Inc. 401(K) Plan-5$66,847$12,291$2,458iApproximate average salary by contribution assumption: employee only about $61,455 at 4% or $40,970 at 6%; with 50% employer match about $40,970 at 4% or $27,313 at 6%; with 100% employer match about $30,727 at 4% or $20,485 at 6%.
201415$55,181$10,868$2,174iApproximate average salary by contribution assumption: employee only about $54,340 at 4% or $36,227 at 6%; with 50% employer match about $36,227 at 4% or $24,151 at 6%; with 100% employer match about $27,170 at 4% or $18,113 at 6%.
The Jefferson CPA Group Inc. 401(K) Plan-5$55,181$10,868$2,174iApproximate average salary by contribution assumption: employee only about $54,340 at 4% or $36,227 at 6%; with 50% employer match about $36,227 at 4% or $24,151 at 6%; with 100% employer match about $27,170 at 4% or $18,113 at 6%.
201214$166,830$4,003$1,001iApproximate average salary by contribution assumption: employee only about $25,019 at 4% or $16,679 at 6%; with 50% employer match about $16,679 at 4% or $11,119 at 6%; with 100% employer match about $12,509 at 4% or $8,340 at 6%.
The Jefferson CPA Group Inc. 401(K) Plan-4$166,830$4,003$1,001iApproximate average salary by contribution assumption: employee only about $25,019 at 4% or $16,679 at 6%; with 50% employer match about $16,679 at 4% or $11,119 at 6%; with 100% employer match about $12,509 at 4% or $8,340 at 6%.
201111$121,098$174,878$174,878iApproximate average salary by contribution assumption: employee only about $4,371,950 at 4% or $2,914,633 at 6%; with 50% employer match about $2,914,633 at 4% or $1,943,089 at 6%; with 100% employer match about $2,185,975 at 4% or $1,457,317 at 6%.
The Jefferson CPA Group Inc. 401(K) Plan-1$121,098$174,878$174,878iApproximate average salary by contribution assumption: employee only about $4,371,950 at 4% or $2,914,633 at 6%; with 50% employer match about $2,914,633 at 4% or $1,943,089 at 6%; with 100% employer match about $2,185,975 at 4% or $1,457,317 at 6%.