Civic Intelligence

Jefferson Foundation Ltd

Plan context: Jefferson Center 401K Plan

EIN 62-1392982 • Roanoke, VA • 9 filings • 1 plans

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541 Luck Avenue, Suite 221Roanoke, VA 24016
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$793,293

2024 Contributions

$94,879

Historical Graphs

Total Assets Over Time

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

$793,293$396,647$0201620202024YearValue
$793,293Latest year 2024

Participants Over Time

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

21110201620202024YearValue
21Latest 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
2024121$793,293$94,879$4,518iApproximate average salary by contribution assumption: employee only about $112,951 at 4% or $75,301 at 6%; with 50% employer match about $75,301 at 4% or $50,201 at 6%; with 100% employer match about $56,476 at 4% or $37,650 at 6%.
Jefferson Center 401K Plan-21$793,293$94,879$4,518iApproximate average salary by contribution assumption: employee only about $112,951 at 4% or $75,301 at 6%; with 50% employer match about $75,301 at 4% or $50,201 at 6%; with 100% employer match about $56,476 at 4% or $37,650 at 6%.
2023118$595,767$105,353$5,853iApproximate average salary by contribution assumption: employee only about $146,324 at 4% or $97,549 at 6%; with 50% employer match about $97,549 at 4% or $65,033 at 6%; with 100% employer match about $73,162 at 4% or $48,775 at 6%.
Jefferson Center 401K Plan-18$595,767$105,353$5,853iApproximate average salary by contribution assumption: employee only about $146,324 at 4% or $97,549 at 6%; with 50% employer match about $97,549 at 4% or $65,033 at 6%; with 100% employer match about $73,162 at 4% or $48,775 at 6%.
2022116$447,815$113,746$7,109iApproximate average salary by contribution assumption: employee only about $177,728 at 4% or $118,485 at 6%; with 50% employer match about $118,485 at 4% or $78,990 at 6%; with 100% employer match about $88,864 at 4% or $59,243 at 6%.
Jefferson Center 401K Plan-16$447,815$113,746$7,109iApproximate average salary by contribution assumption: employee only about $177,728 at 4% or $118,485 at 6%; with 50% employer match about $118,485 at 4% or $78,990 at 6%; with 100% employer match about $88,864 at 4% or $59,243 at 6%.
2021116$311,008$89,607$5,600iApproximate average salary by contribution assumption: employee only about $140,011 at 4% or $93,341 at 6%; with 50% employer match about $93,341 at 4% or $62,227 at 6%; with 100% employer match about $70,005 at 4% or $46,670 at 6%.
Jefferson Center 401K Plan-16$311,008$89,607$5,600iApproximate average salary by contribution assumption: employee only about $140,011 at 4% or $93,341 at 6%; with 50% employer match about $93,341 at 4% or $62,227 at 6%; with 100% employer match about $70,005 at 4% or $46,670 at 6%.
2020112$298,094$80,552$6,713iApproximate average salary by contribution assumption: employee only about $167,817 at 4% or $111,878 at 6%; with 50% employer match about $111,878 at 4% or $74,585 at 6%; with 100% employer match about $83,908 at 4% or $55,939 at 6%.
Jefferson Center 401K Plan-12$298,094$80,552$6,713iApproximate average salary by contribution assumption: employee only about $167,817 at 4% or $111,878 at 6%; with 50% employer match about $111,878 at 4% or $74,585 at 6%; with 100% employer match about $83,908 at 4% or $55,939 at 6%.
2019115$172,917$59,166$3,944iApproximate average salary by contribution assumption: employee only about $98,610 at 4% or $65,740 at 6%; with 50% employer match about $65,740 at 4% or $43,827 at 6%; with 100% employer match about $49,305 at 4% or $32,870 at 6%.
Jefferson Center 401K Plan-15$172,917$59,166$3,944iApproximate average salary by contribution assumption: employee only about $98,610 at 4% or $65,740 at 6%; with 50% employer match about $65,740 at 4% or $43,827 at 6%; with 100% employer match about $49,305 at 4% or $32,870 at 6%.
2018113$113,627$49,359$3,797iApproximate average salary by contribution assumption: employee only about $94,921 at 4% or $63,281 at 6%; with 50% employer match about $63,281 at 4% or $42,187 at 6%; with 100% employer match about $47,461 at 4% or $31,640 at 6%.
Jefferson Center 401K Plan-13$113,627$49,359$3,797iApproximate average salary by contribution assumption: employee only about $94,921 at 4% or $63,281 at 6%; with 50% employer match about $63,281 at 4% or $42,187 at 6%; with 100% employer match about $47,461 at 4% or $31,640 at 6%.
2017114$66,202$42,775$3,055iApproximate average salary by contribution assumption: employee only about $76,384 at 4% or $50,923 at 6%; with 50% employer match about $50,923 at 4% or $33,948 at 6%; with 100% employer match about $38,192 at 4% or $25,461 at 6%.
Jefferson Center 401K Plan-14$66,202$42,775$3,055iApproximate average salary by contribution assumption: employee only about $76,384 at 4% or $50,923 at 6%; with 50% employer match about $50,923 at 4% or $33,948 at 6%; with 100% employer match about $38,192 at 4% or $25,461 at 6%.
2016110$20,281$19,638$1,964iApproximate average salary by contribution assumption: employee only about $49,095 at 4% or $32,730 at 6%; with 50% employer match about $32,730 at 4% or $21,820 at 6%; with 100% employer match about $24,548 at 4% or $16,365 at 6%.
Jefferson Center 401K Plan-10$20,281$19,638$1,964iApproximate average salary by contribution assumption: employee only about $49,095 at 4% or $32,730 at 6%; with 50% employer match about $32,730 at 4% or $21,820 at 6%; with 100% employer match about $24,548 at 4% or $16,365 at 6%.