Civic Intelligence

Jeff Peterson & Associates LLC

Plan context: JEFF PETERSON & ASSOCIATES CASH BALANCE PLAN

EIN 46-0855998 • Sulphur, LA • 17 filings • 3 plans

667 S Post Oak RdSulphur, LA 70663
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,538,909

2024 Contributions

$173,973

Historical Graphs

Total Assets Over Time

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

$1,538,909$769,455$0201420192024YearValue
$1,538,909Latest year 2024

Participants Over Time

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

630201420192024YearValue
6Latest 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
202426$1,538,909$173,973$28,996iApproximate average salary by contribution assumption: employee only about $724,888 at 4% or $483,258 at 6%; with 50% employer match about $483,258 at 4% or $322,172 at 6%; with 100% employer match about $362,444 at 4% or $241,629 at 6%.
JEFF PETERSON & ASSOCIATES CASH BALANCE PLAN-4$932,491$120,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Jeff Peterson & Associates 401(K) Profit Sharing Plan and Trust-6$606,418$53,973$8,996iApproximate average salary by contribution assumption: employee only about $224,888 at 4% or $149,925 at 6%; with 50% employer match about $149,925 at 4% or $99,950 at 6%; with 100% employer match about $112,444 at 4% or $74,963 at 6%.
202326$1,235,017$193,890$32,315iApproximate average salary by contribution assumption: employee only about $807,875 at 4% or $538,583 at 6%; with 50% employer match about $538,583 at 4% or $359,056 at 6%; with 100% employer match about $403,938 at 4% or $269,292 at 6%.
JEFF PETERSON & ASSOCIATES CASH BALANCE PLAN-4$740,600$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Jeff Peterson & Associates 401(K) Profit Sharing Plan and Trust-6$494,417$43,890$7,315iApproximate average salary by contribution assumption: employee only about $182,875 at 4% or $121,917 at 6%; with 50% employer match about $121,917 at 4% or $81,278 at 6%; with 100% employer match about $91,438 at 4% or $60,958 at 6%.
202224$939,960$214,703$53,676iApproximate average salary by contribution assumption: employee only about $1,341,894 at 4% or $894,596 at 6%; with 50% employer match about $894,596 at 4% or $596,397 at 6%; with 100% employer match about $670,947 at 4% or $447,298 at 6%.
JEFF PETERSON & ASSOCIATES CASH BALANCE PLAN-4$536,341$155,000$38,750iApproximate average salary by contribution assumption: employee only about $968,750 at 4% or $645,833 at 6%; with 50% employer match about $645,833 at 4% or $430,556 at 6%; with 100% employer match about $484,375 at 4% or $322,917 at 6%.
Jeff Peterson & Associates 401(K) Profit Sharing Plan and Trust-3$403,619$59,703$19,901iApproximate average salary by contribution assumption: employee only about $497,525 at 4% or $331,683 at 6%; with 50% employer match about $331,683 at 4% or $221,122 at 6%; with 100% employer match about $248,763 at 4% or $165,842 at 6%.
202123$786,687$175,000$58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%.
Jeff Peterson & Associates 401(K) Profit Sharing Plan and Trust-3$396,813$0-
JEFF PETERSON & ASSOCIATES CASH BALANCE PLAN-3$389,874$175,000$58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%.
202023$577,017$147,886$49,295iApproximate average salary by contribution assumption: employee only about $1,232,383 at 4% or $821,589 at 6%; with 50% employer match about $821,589 at 4% or $547,726 at 6%; with 100% employer match about $616,192 at 4% or $410,794 at 6%.
Jeff Peterson & Associates 401(K) Profit Sharing Plan and Trust-3$362,017$47,886$15,962iApproximate average salary by contribution assumption: employee only about $399,050 at 4% or $266,033 at 6%; with 50% employer match about $266,033 at 4% or $177,356 at 6%; with 100% employer match about $199,525 at 4% or $133,017 at 6%.
JEFF PETERSON & ASSOCIATES CASH BALANCE PLAN-3$215,000$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201923$402,188$115,000$38,333iApproximate average salary by contribution assumption: employee only about $958,333 at 4% or $638,889 at 6%; with 50% employer match about $638,889 at 4% or $425,926 at 6%; with 100% employer match about $479,167 at 4% or $319,444 at 6%.
Jeff Peterson & Associates 401(K) Profit Sharing Plan and Trust-3$287,188$0-
JEFF PETERSON & ASSOCIATES CASH BALANCE PLAN-3$115,000$115,000$38,333iApproximate average salary by contribution assumption: employee only about $958,333 at 4% or $638,889 at 6%; with 50% employer match about $638,889 at 4% or $425,926 at 6%; with 100% employer match about $479,167 at 4% or $319,444 at 6%.
201813$253,552$50,505$16,835iApproximate average salary by contribution assumption: employee only about $420,875 at 4% or $280,583 at 6%; with 50% employer match about $280,583 at 4% or $187,056 at 6%; with 100% employer match about $210,438 at 4% or $140,292 at 6%.
Jeff Peterson & Associates 401(K) Profit Sharing Plan and Trust-3$253,552$50,505$16,835iApproximate average salary by contribution assumption: employee only about $420,875 at 4% or $280,583 at 6%; with 50% employer match about $280,583 at 4% or $187,056 at 6%; with 100% employer match about $210,438 at 4% or $140,292 at 6%.
201712$203,047$52,906$26,453iApproximate average salary by contribution assumption: employee only about $661,325 at 4% or $440,883 at 6%; with 50% employer match about $440,883 at 4% or $293,922 at 6%; with 100% employer match about $330,663 at 4% or $220,442 at 6%.
Jeff Peterson & Associates 401(K) Profit Sharing Plan and Trust-2$203,047$52,906$26,453iApproximate average salary by contribution assumption: employee only about $661,325 at 4% or $440,883 at 6%; with 50% employer match about $440,883 at 4% or $293,922 at 6%; with 100% employer match about $330,663 at 4% or $220,442 at 6%.
201612$130,521$25,687$12,844iApproximate average salary by contribution assumption: employee only about $321,088 at 4% or $214,058 at 6%; with 50% employer match about $214,058 at 4% or $142,706 at 6%; with 100% employer match about $160,544 at 4% or $107,029 at 6%.
Jeff Peterson & Associates 401(K) Profit Sharing Plan and Trust-2$130,521$25,687$12,844iApproximate average salary by contribution assumption: employee only about $321,088 at 4% or $214,058 at 6%; with 50% employer match about $214,058 at 4% or $142,706 at 6%; with 100% employer match about $160,544 at 4% or $107,029 at 6%.
201513$98,489$59,526$19,842iApproximate average salary by contribution assumption: employee only about $496,050 at 4% or $330,700 at 6%; with 50% employer match about $330,700 at 4% or $220,467 at 6%; with 100% employer match about $248,025 at 4% or $165,350 at 6%.
Jeff Peterson & Associates 401(K) Profit Sharing Plan and Trust-3$98,489$59,526$19,842iApproximate average salary by contribution assumption: employee only about $496,050 at 4% or $330,700 at 6%; with 50% employer match about $330,700 at 4% or $220,467 at 6%; with 100% employer match about $248,025 at 4% or $165,350 at 6%.
201413$40,865$40,503$13,501iApproximate average salary by contribution assumption: employee only about $337,525 at 4% or $225,017 at 6%; with 50% employer match about $225,017 at 4% or $150,011 at 6%; with 100% employer match about $168,763 at 4% or $112,508 at 6%.
Jeff Peterson & Associates 401(K) Profit Sharing Plan and Trust-3$40,865$40,503$13,501iApproximate average salary by contribution assumption: employee only about $337,525 at 4% or $225,017 at 6%; with 50% employer match about $225,017 at 4% or $150,011 at 6%; with 100% employer match about $168,763 at 4% or $112,508 at 6%.