Civic Intelligence

The J. R. Hoffman Agency

Plan context: The J. R. Hoffman Agency Safe Harbor 401K Plan

EIN 59-3251719 • Jacksonville, FL • 21 filings • 3 plans

1056 Hendricks AvenueJacksonville, FL 32207
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$822,602

2022 Contributions

$71,814

Historical Graphs

Total Assets Over Time

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

$822,602$411,301$0200220122021YearValue
$822,602Latest year 2021

Participants Over Time

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

740200220122021YearValue
3Latest year 2021

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
202210$0$71,814-
The J. R. Hoffman Agency Safe Harbor 401K Plan-0$0$71,814-
202113$822,602$72,648$24,216iApproximate average salary by contribution assumption: employee only about $605,400 at 4% or $403,600 at 6%; with 50% employer match about $403,600 at 4% or $269,067 at 6%; with 100% employer match about $302,700 at 4% or $201,800 at 6%.
The J. R. Hoffman Agency Safe Harbor 401K Plan-3$822,602$72,648$24,216iApproximate average salary by contribution assumption: employee only about $605,400 at 4% or $403,600 at 6%; with 50% employer match about $403,600 at 4% or $269,067 at 6%; with 100% employer match about $302,700 at 4% or $201,800 at 6%.
202013$640,287$40,927$13,642iApproximate average salary by contribution assumption: employee only about $341,058 at 4% or $227,372 at 6%; with 50% employer match about $227,372 at 4% or $151,581 at 6%; with 100% employer match about $170,529 at 4% or $113,686 at 6%.
The J. R. Hoffman Agency Safe Harbor 401K Plan-3$640,287$40,927$13,642iApproximate average salary by contribution assumption: employee only about $341,058 at 4% or $227,372 at 6%; with 50% employer match about $227,372 at 4% or $151,581 at 6%; with 100% employer match about $170,529 at 4% or $113,686 at 6%.
201913$506,932$84,133$28,044iApproximate average salary by contribution assumption: employee only about $701,108 at 4% or $467,406 at 6%; with 50% employer match about $467,406 at 4% or $311,604 at 6%; with 100% employer match about $350,554 at 4% or $233,703 at 6%.
The J. R. Hoffman Agency Safe Harbor 401K Plan-3$506,932$84,133$28,044iApproximate average salary by contribution assumption: employee only about $701,108 at 4% or $467,406 at 6%; with 50% employer match about $467,406 at 4% or $311,604 at 6%; with 100% employer match about $350,554 at 4% or $233,703 at 6%.
201813$336,625$67,865$22,622iApproximate average salary by contribution assumption: employee only about $565,542 at 4% or $377,028 at 6%; with 50% employer match about $377,028 at 4% or $251,352 at 6%; with 100% employer match about $282,771 at 4% or $188,514 at 6%.
The J. R. Hoffman Agency Safe Harbor 401K Plan-3$336,625$67,865$22,622iApproximate average salary by contribution assumption: employee only about $565,542 at 4% or $377,028 at 6%; with 50% employer match about $377,028 at 4% or $251,352 at 6%; with 100% employer match about $282,771 at 4% or $188,514 at 6%.
201714$291,667$31,320$7,830iApproximate average salary by contribution assumption: employee only about $195,750 at 4% or $130,500 at 6%; with 50% employer match about $130,500 at 4% or $87,000 at 6%; with 100% employer match about $97,875 at 4% or $65,250 at 6%.
The J. R. Hoffman Agency Safe Harbor 401K Plan-4$291,667$31,320$7,830iApproximate average salary by contribution assumption: employee only about $195,750 at 4% or $130,500 at 6%; with 50% employer match about $130,500 at 4% or $87,000 at 6%; with 100% employer match about $97,875 at 4% or $65,250 at 6%.
201614$217,190$65,882$16,471iApproximate average salary by contribution assumption: employee only about $411,763 at 4% or $274,508 at 6%; with 50% employer match about $274,508 at 4% or $183,006 at 6%; with 100% employer match about $205,881 at 4% or $137,254 at 6%.
The J. R. Hoffman Agency Safe Harbor 401K Plan-4$217,190$65,882$16,471iApproximate average salary by contribution assumption: employee only about $411,763 at 4% or $274,508 at 6%; with 50% employer match about $274,508 at 4% or $183,006 at 6%; with 100% employer match about $205,881 at 4% or $137,254 at 6%.
201515$629,608$69,468$13,894iApproximate average salary by contribution assumption: employee only about $347,340 at 4% or $231,560 at 6%; with 50% employer match about $231,560 at 4% or $154,373 at 6%; with 100% employer match about $173,670 at 4% or $115,780 at 6%.
The J. R. Hoffman Agency Safe Harbor 401K Plan-5$629,608$69,468$13,894iApproximate average salary by contribution assumption: employee only about $347,340 at 4% or $231,560 at 6%; with 50% employer match about $231,560 at 4% or $154,373 at 6%; with 100% employer match about $173,670 at 4% or $115,780 at 6%.
201414$556,523$32,151$8,038iApproximate average salary by contribution assumption: employee only about $200,944 at 4% or $133,963 at 6%; with 50% employer match about $133,963 at 4% or $89,308 at 6%; with 100% employer match about $100,472 at 4% or $66,981 at 6%.
The J. R. Hoffman Agency Safe Harbor 401K Plan-4$556,523$32,151$8,038iApproximate average salary by contribution assumption: employee only about $200,944 at 4% or $133,963 at 6%; with 50% employer match about $133,963 at 4% or $89,308 at 6%; with 100% employer match about $100,472 at 4% or $66,981 at 6%.
201314$491,651$8,889$2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,038 at 6%; with 50% employer match about $37,038 at 4% or $24,692 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%.
The J. R. Hoffman Agency Safe Harbor 401K Plan-4$491,651$8,889$2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,038 at 6%; with 50% employer match about $37,038 at 4% or $24,692 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%.
201214$527,077$47,988$11,997iApproximate average salary by contribution assumption: employee only about $299,925 at 4% or $199,950 at 6%; with 50% employer match about $199,950 at 4% or $133,300 at 6%; with 100% employer match about $149,963 at 4% or $99,975 at 6%.
The J. R. Hoffman Agency Safe Harbor 401K Plan-4$527,077$47,988$11,997iApproximate average salary by contribution assumption: employee only about $299,925 at 4% or $199,950 at 6%; with 50% employer match about $199,950 at 4% or $133,300 at 6%; with 100% employer match about $149,963 at 4% or $99,975 at 6%.
201114$422,391$51,393$12,848iApproximate average salary by contribution assumption: employee only about $321,206 at 4% or $214,138 at 6%; with 50% employer match about $214,138 at 4% or $142,758 at 6%; with 100% employer match about $160,603 at 4% or $107,069 at 6%.
The J. R. Hoffman Agency Safe Harbor 401K Plan-4$422,391$51,393$12,848iApproximate average salary by contribution assumption: employee only about $321,206 at 4% or $214,138 at 6%; with 50% employer match about $214,138 at 4% or $142,758 at 6%; with 100% employer match about $160,603 at 4% or $107,069 at 6%.
201016$409,908$37,359$6,227iApproximate average salary by contribution assumption: employee only about $155,663 at 4% or $103,775 at 6%; with 50% employer match about $103,775 at 4% or $69,183 at 6%; with 100% employer match about $77,831 at 4% or $51,888 at 6%.
The J. R. Hoffman Agency Safe Harbor 401K Plan-6$409,908$37,359$6,227iApproximate average salary by contribution assumption: employee only about $155,663 at 4% or $103,775 at 6%; with 50% employer match about $103,775 at 4% or $69,183 at 6%; with 100% employer match about $77,831 at 4% or $51,888 at 6%.
200916$332,271$29,488$4,915iApproximate average salary by contribution assumption: employee only about $122,867 at 4% or $81,911 at 6%; with 50% employer match about $81,911 at 4% or $54,607 at 6%; with 100% employer match about $61,433 at 4% or $40,956 at 6%.
The J. R. Hoffman Agency Safe Harbor 401K Plan-6$332,271$29,488$4,915iApproximate average salary by contribution assumption: employee only about $122,867 at 4% or $81,911 at 6%; with 50% employer match about $81,911 at 4% or $54,607 at 6%; with 100% employer match about $61,433 at 4% or $40,956 at 6%.
200815$233,378$23,799$4,760iApproximate average salary by contribution assumption: employee only about $118,995 at 4% or $79,330 at 6%; with 50% employer match about $79,330 at 4% or $52,887 at 6%; with 100% employer match about $59,498 at 4% or $39,665 at 6%.
The J. R. Hoffman Agency Safe Harbor 401K Plan-5$233,378$23,799$4,760iApproximate average salary by contribution assumption: employee only about $118,995 at 4% or $79,330 at 6%; with 50% employer match about $79,330 at 4% or $52,887 at 6%; with 100% employer match about $59,498 at 4% or $39,665 at 6%.
200712$426,381$67,962$33,981iApproximate average salary by contribution assumption: employee only about $849,525 at 4% or $566,350 at 6%; with 50% employer match about $566,350 at 4% or $377,567 at 6%; with 100% employer match about $424,763 at 4% or $283,175 at 6%.
The J. R. Hoffman Agency Safe Harbor 401K Plan-2$426,381$67,962$33,981iApproximate average salary by contribution assumption: employee only about $849,525 at 4% or $566,350 at 6%; with 50% employer match about $566,350 at 4% or $377,567 at 6%; with 100% employer match about $424,763 at 4% or $283,175 at 6%.
200615$328,393$75,306$15,061iApproximate average salary by contribution assumption: employee only about $376,530 at 4% or $251,020 at 6%; with 50% employer match about $251,020 at 4% or $167,347 at 6%; with 100% employer match about $188,265 at 4% or $125,510 at 6%.
The J. R. Hoffman Agency Safe Harbor 401K Plan-5$328,393$75,306$15,061iApproximate average salary by contribution assumption: employee only about $376,530 at 4% or $251,020 at 6%; with 50% employer match about $251,020 at 4% or $167,347 at 6%; with 100% employer match about $188,265 at 4% or $125,510 at 6%.
200515$219,735$72,947$14,589iApproximate average salary by contribution assumption: employee only about $364,735 at 4% or $243,157 at 6%; with 50% employer match about $243,157 at 4% or $162,104 at 6%; with 100% employer match about $182,368 at 4% or $121,578 at 6%.
The J. R. Hoffman Agency Safe Harbor 401K Plan-5$219,735$72,947$14,589iApproximate average salary by contribution assumption: employee only about $364,735 at 4% or $243,157 at 6%; with 50% employer match about $243,157 at 4% or $162,104 at 6%; with 100% employer match about $182,368 at 4% or $121,578 at 6%.
200415$134,854$24,411$4,882iApproximate average salary by contribution assumption: employee only about $122,055 at 4% or $81,370 at 6%; with 50% employer match about $81,370 at 4% or $54,247 at 6%; with 100% employer match about $61,028 at 4% or $40,685 at 6%.
The J. R. Hoffman Agency Safe Harbor 401K Plan-5$134,854$24,411$4,882iApproximate average salary by contribution assumption: employee only about $122,055 at 4% or $81,370 at 6%; with 50% employer match about $81,370 at 4% or $54,247 at 6%; with 100% employer match about $61,028 at 4% or $40,685 at 6%.
200317$92,180$72,278$10,325iApproximate average salary by contribution assumption: employee only about $258,136 at 4% or $172,090 at 6%; with 50% employer match about $172,090 at 4% or $114,727 at 6%; with 100% employer match about $129,068 at 4% or $86,045 at 6%.
The J. R. Hoffman Agency Safe Harbor 401K Plan-7$92,180$72,278$10,325iApproximate average salary by contribution assumption: employee only about $258,136 at 4% or $172,090 at 6%; with 50% employer match about $172,090 at 4% or $114,727 at 6%; with 100% employer match about $129,068 at 4% or $86,045 at 6%.
200217$12,615$12,578$1,797iApproximate average salary by contribution assumption: employee only about $44,921 at 4% or $29,948 at 6%; with 50% employer match about $29,948 at 4% or $19,965 at 6%; with 100% employer match about $22,461 at 4% or $14,974 at 6%.
The J. R. Hoffman Agency Safe Harbor 401K Plan-7$12,615$12,578$1,797iApproximate average salary by contribution assumption: employee only about $44,921 at 4% or $29,948 at 6%; with 50% employer match about $29,948 at 4% or $19,965 at 6%; with 100% employer match about $22,461 at 4% or $14,974 at 6%.