Civic Intelligence

Jaffe and Jaffe, DMD, Pa

Plan context: Jaffe and Jaffe 401(K) Trust

EIN 65-0382379 • Stuart, FL • 11 filings • 1 plans

2474 S Federal HighwayStuart, FL 34994
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$497,502

2019 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$497,502$248,751$0200920142019YearValue
$497,502Latest year 2019

Participants Over Time

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

320200920142019YearValue
1Latest 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
201911$497,502$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Jaffe and Jaffe 401(K) Trust-1$497,502$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201813$404,063$55,750$18,583iApproximate average salary by contribution assumption: employee only about $464,583 at 4% or $309,722 at 6%; with 50% employer match about $309,722 at 4% or $206,481 at 6%; with 100% employer match about $232,292 at 4% or $154,861 at 6%.
Jaffe and Jaffe 401(K) Trust-3$404,063$55,750$18,583iApproximate average salary by contribution assumption: employee only about $464,583 at 4% or $309,722 at 6%; with 50% employer match about $309,722 at 4% or $206,481 at 6%; with 100% employer match about $232,292 at 4% or $154,861 at 6%.
201713$394,318$55,250$18,417iApproximate average salary by contribution assumption: employee only about $460,417 at 4% or $306,944 at 6%; with 50% employer match about $306,944 at 4% or $204,630 at 6%; with 100% employer match about $230,208 at 4% or $153,472 at 6%.
Jaffe and Jaffe 401(K) Trust-3$394,318$55,250$18,417iApproximate average salary by contribution assumption: employee only about $460,417 at 4% or $306,944 at 6%; with 50% employer match about $306,944 at 4% or $204,630 at 6%; with 100% employer match about $230,208 at 4% or $153,472 at 6%.
201613$296,983$24,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Jaffe and Jaffe 401(K) Trust-3$296,983$24,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
201513$263,487$24,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Jaffe and Jaffe 401(K) Trust-3$263,487$24,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
201413$254,096$23,000$7,667iApproximate average salary by contribution assumption: employee only about $191,667 at 4% or $127,778 at 6%; with 50% employer match about $127,778 at 4% or $85,185 at 6%; with 100% employer match about $95,833 at 4% or $63,889 at 6%.
Jaffe and Jaffe 401(K) Trust-3$254,096$23,000$7,667iApproximate average salary by contribution assumption: employee only about $191,667 at 4% or $127,778 at 6%; with 50% employer match about $127,778 at 4% or $85,185 at 6%; with 100% employer match about $95,833 at 4% or $63,889 at 6%.
201313$224,304$23,128$7,709iApproximate average salary by contribution assumption: employee only about $192,733 at 4% or $128,489 at 6%; with 50% employer match about $128,489 at 4% or $85,659 at 6%; with 100% employer match about $96,367 at 4% or $64,244 at 6%.
Jaffe and Jaffe 401(K) Trust-3$224,304$23,128$7,709iApproximate average salary by contribution assumption: employee only about $192,733 at 4% or $128,489 at 6%; with 50% employer match about $128,489 at 4% or $85,659 at 6%; with 100% employer match about $96,367 at 4% or $64,244 at 6%.
201213$185,150$57,317$19,106iApproximate average salary by contribution assumption: employee only about $477,642 at 4% or $318,428 at 6%; with 50% employer match about $318,428 at 4% or $212,285 at 6%; with 100% employer match about $238,821 at 4% or $159,214 at 6%.
Jaffe and Jaffe 401(K) Trust-3$185,150$57,317$19,106iApproximate average salary by contribution assumption: employee only about $477,642 at 4% or $318,428 at 6%; with 50% employer match about $318,428 at 4% or $212,285 at 6%; with 100% employer match about $238,821 at 4% or $159,214 at 6%.
201113$121,026$41,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
Jaffe and Jaffe 401(K) Trust-3$121,026$41,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
201013$86,494$38,700$12,900iApproximate average salary by contribution assumption: employee only about $322,500 at 4% or $215,000 at 6%; with 50% employer match about $215,000 at 4% or $143,333 at 6%; with 100% employer match about $161,250 at 4% or $107,500 at 6%.
Jaffe and Jaffe 401(K) Trust-3$86,494$38,700$12,900iApproximate average salary by contribution assumption: employee only about $322,500 at 4% or $215,000 at 6%; with 50% employer match about $215,000 at 4% or $143,333 at 6%; with 100% employer match about $161,250 at 4% or $107,500 at 6%.
200913$44,000$44,000$14,667iApproximate average salary by contribution assumption: employee only about $366,667 at 4% or $244,444 at 6%; with 50% employer match about $244,444 at 4% or $162,963 at 6%; with 100% employer match about $183,333 at 4% or $122,222 at 6%.
Jaffe and Jaffe 401(K) Trust-3$44,000$44,000$14,667iApproximate average salary by contribution assumption: employee only about $366,667 at 4% or $244,444 at 6%; with 50% employer match about $244,444 at 4% or $162,963 at 6%; with 100% employer match about $183,333 at 4% or $122,222 at 6%.