Civic Intelligence

Jefferson & Lee Appraisals Inc.

Plan context: Jefferson & Lee Appraisals Inc. 401K Plan

EIN 54-1460311 • 10 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$487,079

2008 Contributions

$74,000

Historical Graphs

Total Assets Over Time

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

$487,079$243,540$0199920042008YearValue
$487,079Latest year 2008

Participants Over Time

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

320199920042008YearValue
2Latest year 2008

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
200812$487,079$74,000$37,000iApproximate average salary by contribution assumption: employee only about $925,000 at 4% or $616,667 at 6%; with 50% employer match about $616,667 at 4% or $411,111 at 6%; with 100% employer match about $462,500 at 4% or $308,333 at 6%.
Jefferson & Lee Appraisals Inc. 401K Plan-2$487,079$74,000$37,000iApproximate average salary by contribution assumption: employee only about $925,000 at 4% or $616,667 at 6%; with 50% employer match about $616,667 at 4% or $411,111 at 6%; with 100% employer match about $462,500 at 4% or $308,333 at 6%.
200712$0$0-
Jefferson & Lee Appraisals Inc. 401K Plan-2---
200612$454,651$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Jefferson & Lee Appraisals Inc. 401K Plan-2$454,651$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200512$324,540$63,000$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.
Jefferson & Lee Appraisals Inc. 401K Plan-2$324,540$63,000$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.
200412$274,621$56,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
Jefferson & Lee Appraisals Inc. 401K Plan-2$274,621$56,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
200312$183,665$64,099$32,050iApproximate average salary by contribution assumption: employee only about $801,238 at 4% or $534,158 at 6%; with 50% employer match about $534,158 at 4% or $356,106 at 6%; with 100% employer match about $400,619 at 4% or $267,079 at 6%.
Jefferson & Lee Appraisals Inc. 401K Plan-2$183,665$64,099$32,050iApproximate average salary by contribution assumption: employee only about $801,238 at 4% or $534,158 at 6%; with 50% employer match about $534,158 at 4% or $356,106 at 6%; with 100% employer match about $400,619 at 4% or $267,079 at 6%.
200212$99,794$65,600$32,800iApproximate average salary by contribution assumption: employee only about $820,000 at 4% or $546,667 at 6%; with 50% employer match about $546,667 at 4% or $364,444 at 6%; with 100% employer match about $410,000 at 4% or $273,333 at 6%.
Jefferson & Lee Appraisals Inc. 401K Plan-2$99,794$65,600$32,800iApproximate average salary by contribution assumption: employee only about $820,000 at 4% or $546,667 at 6%; with 50% employer match about $546,667 at 4% or $364,444 at 6%; with 100% employer match about $410,000 at 4% or $273,333 at 6%.
200112$0$0-
Jefferson & Lee Appraisals Inc. 401K Plan-2---
200012$33,919$21,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
Jefferson & Lee Appraisals Inc. 401K Plan-2$33,919$21,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
199913$26,821$26,000$8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%.
Jefferson & Lee Appraisals Inc. 401K Plan-3$26,821$26,000$8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%.