Civic Intelligence

Jefferson-Bartholomew Group PC.

Plan context: Jefferson-Bartholomew Group PC. Profit Sharing Plan

EIN 54-1945667 • Weyers Cave, VA • 21 filings • 2 plans

54 Franklin Street, Suite 104Weyers Cave, VA 24486
Current Snapshot

Latest Year

2020

2020 Participants

6

2020 Assets

$81,125

2020 Contributions

$88,300

Historical Graphs

Total Assets Over Time

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

$1,018,798$509,399$0200220122019YearValue
$81,125Latest year 2019

Participants Over Time

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

950200020102019YearValue
6Latest year 2019

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
202010$0$0-
Jefferson-Bartholomew Group PC. Profit Sharing Plan-0---
201916$81,125$0-
Jefferson-Bartholomew Group PC. Profit Sharing Plan-6$81,125--
201816$140,947$88,300$14,717iApproximate average salary by contribution assumption: employee only about $367,917 at 4% or $245,278 at 6%; with 50% employer match about $245,278 at 4% or $163,519 at 6%; with 100% employer match about $183,958 at 4% or $122,639 at 6%.
Jefferson-Bartholomew Group PC. Profit Sharing Plan-6$140,947$88,300$14,717iApproximate average salary by contribution assumption: employee only about $367,917 at 4% or $245,278 at 6%; with 50% employer match about $245,278 at 4% or $163,519 at 6%; with 100% employer match about $183,958 at 4% or $122,639 at 6%.
201715$341,114$89,251$17,850iApproximate average salary by contribution assumption: employee only about $446,255 at 4% or $297,503 at 6%; with 50% employer match about $297,503 at 4% or $198,336 at 6%; with 100% employer match about $223,128 at 4% or $148,752 at 6%.
Jefferson-Bartholomew Group PC. Profit Sharing Plan-5$341,114$89,251$17,850iApproximate average salary by contribution assumption: employee only about $446,255 at 4% or $297,503 at 6%; with 50% employer match about $297,503 at 4% or $198,336 at 6%; with 100% employer match about $223,128 at 4% or $148,752 at 6%.
201616$277,414$89,948$14,991iApproximate average salary by contribution assumption: employee only about $374,783 at 4% or $249,856 at 6%; with 50% employer match about $249,856 at 4% or $166,570 at 6%; with 100% employer match about $187,392 at 4% or $124,928 at 6%.
Jefferson-Bartholomew Group PC. Profit Sharing Plan-6$277,414$89,948$14,991iApproximate average salary by contribution assumption: employee only about $374,783 at 4% or $249,856 at 6%; with 50% employer match about $249,856 at 4% or $166,570 at 6%; with 100% employer match about $187,392 at 4% or $124,928 at 6%.
201514$239,826$89,819$22,455iApproximate average salary by contribution assumption: employee only about $561,369 at 4% or $374,246 at 6%; with 50% employer match about $374,246 at 4% or $249,497 at 6%; with 100% employer match about $280,684 at 4% or $187,123 at 6%.
Jefferson-Bartholomew Group PC. Profit Sharing Plan-4$239,826$89,819$22,455iApproximate average salary by contribution assumption: employee only about $561,369 at 4% or $374,246 at 6%; with 50% employer match about $374,246 at 4% or $249,497 at 6%; with 100% employer match about $280,684 at 4% or $187,123 at 6%.
201415$216,444$82,518$16,504iApproximate average salary by contribution assumption: employee only about $412,590 at 4% or $275,060 at 6%; with 50% employer match about $275,060 at 4% or $183,373 at 6%; with 100% employer match about $206,295 at 4% or $137,530 at 6%.
Jefferson-Bartholomew Group PC. Profit Sharing Plan-5$216,444$82,518$16,504iApproximate average salary by contribution assumption: employee only about $412,590 at 4% or $275,060 at 6%; with 50% employer match about $275,060 at 4% or $183,373 at 6%; with 100% employer match about $206,295 at 4% or $137,530 at 6%.
201319$732,038$102,204$11,356iApproximate average salary by contribution assumption: employee only about $283,900 at 4% or $189,267 at 6%; with 50% employer match about $189,267 at 4% or $126,178 at 6%; with 100% employer match about $141,950 at 4% or $94,633 at 6%.
Jefferson-Bartholomew Group PC. Profit Sharing Plan-9$732,038$102,204$11,356iApproximate average salary by contribution assumption: employee only about $283,900 at 4% or $189,267 at 6%; with 50% employer match about $189,267 at 4% or $126,178 at 6%; with 100% employer match about $141,950 at 4% or $94,633 at 6%.
201217$723,407$74,970$10,710iApproximate average salary by contribution assumption: employee only about $267,750 at 4% or $178,500 at 6%; with 50% employer match about $178,500 at 4% or $119,000 at 6%; with 100% employer match about $133,875 at 4% or $89,250 at 6%.
Jefferson-Bartholomew Group PC. Profit Sharing Plan-7$723,407$74,970$10,710iApproximate average salary by contribution assumption: employee only about $267,750 at 4% or $178,500 at 6%; with 50% employer match about $178,500 at 4% or $119,000 at 6%; with 100% employer match about $133,875 at 4% or $89,250 at 6%.
201119$1,018,798$151,898$16,878iApproximate average salary by contribution assumption: employee only about $421,939 at 4% or $281,293 at 6%; with 50% employer match about $281,293 at 4% or $187,528 at 6%; with 100% employer match about $210,969 at 4% or $140,646 at 6%.
Jefferson-Bartholomew Group PC. Profit Sharing Plan-9$1,018,798$151,898$16,878iApproximate average salary by contribution assumption: employee only about $421,939 at 4% or $281,293 at 6%; with 50% employer match about $281,293 at 4% or $187,528 at 6%; with 100% employer match about $210,969 at 4% or $140,646 at 6%.
201019$883,368$141,189$15,688iApproximate average salary by contribution assumption: employee only about $392,192 at 4% or $261,461 at 6%; with 50% employer match about $261,461 at 4% or $174,307 at 6%; with 100% employer match about $196,096 at 4% or $130,731 at 6%.
Jefferson-Bartholomew Group PC. Profit Sharing Plan-9$883,368$141,189$15,688iApproximate average salary by contribution assumption: employee only about $392,192 at 4% or $261,461 at 6%; with 50% employer match about $261,461 at 4% or $174,307 at 6%; with 100% employer match about $196,096 at 4% or $130,731 at 6%.
200918$814,082$105,064$13,133iApproximate average salary by contribution assumption: employee only about $328,325 at 4% or $218,883 at 6%; with 50% employer match about $218,883 at 4% or $145,922 at 6%; with 100% employer match about $164,163 at 4% or $109,442 at 6%.
Jefferson-Bartholomew Group PC. Profit Sharing Plan-8$814,082$105,064$13,133iApproximate average salary by contribution assumption: employee only about $328,325 at 4% or $218,883 at 6%; with 50% employer match about $218,883 at 4% or $145,922 at 6%; with 100% employer match about $164,163 at 4% or $109,442 at 6%.
200818$0$0-
Jefferson-Bartholomew Group PC. Profit Sharing Plan-8---
200716$0$0-
Jefferson-Bartholomew Group PC. Profit Sharing Plan-6---
200617$670,224$115,376$16,482iApproximate average salary by contribution assumption: employee only about $412,057 at 4% or $274,705 at 6%; with 50% employer match about $274,705 at 4% or $183,137 at 6%; with 100% employer match about $206,029 at 4% or $137,352 at 6%.
Jefferson-Bartholomew Group PC. Profit Sharing Plan-7$670,224$115,376$16,482iApproximate average salary by contribution assumption: employee only about $412,057 at 4% or $274,705 at 6%; with 50% employer match about $274,705 at 4% or $183,137 at 6%; with 100% employer match about $206,029 at 4% or $137,352 at 6%.
200517$484,323$98,646$14,092iApproximate average salary by contribution assumption: employee only about $352,307 at 4% or $234,871 at 6%; with 50% employer match about $234,871 at 4% or $156,581 at 6%; with 100% employer match about $176,154 at 4% or $117,436 at 6%.
Jefferson-Bartholomew Group PC. Profit Sharing Plan-7$484,323$98,646$14,092iApproximate average salary by contribution assumption: employee only about $352,307 at 4% or $234,871 at 6%; with 50% employer match about $234,871 at 4% or $156,581 at 6%; with 100% employer match about $176,154 at 4% or $117,436 at 6%.
200418$352,010$98,812$12,352iApproximate average salary by contribution assumption: employee only about $308,788 at 4% or $205,858 at 6%; with 50% employer match about $205,858 at 4% or $137,239 at 6%; with 100% employer match about $154,394 at 4% or $102,929 at 6%.
Jefferson-Bartholomew Group PC. Profit Sharing Plan-8$352,010$98,812$12,352iApproximate average salary by contribution assumption: employee only about $308,788 at 4% or $205,858 at 6%; with 50% employer match about $205,858 at 4% or $137,239 at 6%; with 100% employer match about $154,394 at 4% or $102,929 at 6%.
200316$238,683$94,231$15,705iApproximate average salary by contribution assumption: employee only about $392,629 at 4% or $261,753 at 6%; with 50% employer match about $261,753 at 4% or $174,502 at 6%; with 100% employer match about $196,315 at 4% or $130,876 at 6%.
Jefferson-Bartholomew Group PC. Profit Sharing Plan-6$238,683$94,231$15,705iApproximate average salary by contribution assumption: employee only about $392,629 at 4% or $261,753 at 6%; with 50% employer match about $261,753 at 4% or $174,502 at 6%; with 100% employer match about $196,315 at 4% or $130,876 at 6%.
200215$125,030$51,298$10,260iApproximate average salary by contribution assumption: employee only about $256,490 at 4% or $170,993 at 6%; with 50% employer match about $170,993 at 4% or $113,996 at 6%; with 100% employer match about $128,245 at 4% or $85,497 at 6%.
Jefferson-Bartholomew Group PC. Profit Sharing Plan-5$125,030$51,298$10,260iApproximate average salary by contribution assumption: employee only about $256,490 at 4% or $170,993 at 6%; with 50% employer match about $170,993 at 4% or $113,996 at 6%; with 100% employer match about $128,245 at 4% or $85,497 at 6%.
200114$0$0-
Jefferson-Bartholomew Group PC. Profit Sharing Plan-4---
200015$0$0-
Jefferson-Bartholomew Group PC. Profit Sharing Plan-5---