Civic Intelligence

Jefferson Financial Inc.

Plan context: Jefferson Financial 401(K) Plan

EIN 72-1508422 • Metairie, LA • 21 filings • 2 plans

713 Focis StMetairie, LA 70005
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,263,921

2024 Contributions

$70,568

Historical Graphs

Total Assets Over Time

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

$2,263,921$1,131,961$0200420142024YearValue
$2,263,921Latest year 2024

Participants Over Time

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

630200420142024YearValue
6Latest 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
202416$2,263,921$70,568$11,761iApproximate average salary by contribution assumption: employee only about $294,033 at 4% or $196,022 at 6%; with 50% employer match about $196,022 at 4% or $130,681 at 6%; with 100% employer match about $147,017 at 4% or $98,011 at 6%.
Jefferson Financial 401(K) Plan-6$2,263,921$70,568$11,761iApproximate average salary by contribution assumption: employee only about $294,033 at 4% or $196,022 at 6%; with 50% employer match about $196,022 at 4% or $130,681 at 6%; with 100% employer match about $147,017 at 4% or $98,011 at 6%.
202316$1,869,192$68,790$11,465iApproximate average salary by contribution assumption: employee only about $286,625 at 4% or $191,083 at 6%; with 50% employer match about $191,083 at 4% or $127,389 at 6%; with 100% employer match about $143,313 at 4% or $95,542 at 6%.
Jefferson Financial 401(K) Plan-6$1,869,192$68,790$11,465iApproximate average salary by contribution assumption: employee only about $286,625 at 4% or $191,083 at 6%; with 50% employer match about $191,083 at 4% or $127,389 at 6%; with 100% employer match about $143,313 at 4% or $95,542 at 6%.
202216$1,478,849$69,592$11,599iApproximate average salary by contribution assumption: employee only about $289,967 at 4% or $193,311 at 6%; with 50% employer match about $193,311 at 4% or $128,874 at 6%; with 100% employer match about $144,983 at 4% or $96,656 at 6%.
Jefferson Financial 401(K) Plan-6$1,478,849$69,592$11,599iApproximate average salary by contribution assumption: employee only about $289,967 at 4% or $193,311 at 6%; with 50% employer match about $193,311 at 4% or $128,874 at 6%; with 100% employer match about $144,983 at 4% or $96,656 at 6%.
202116$1,844,644$66,503$11,084iApproximate average salary by contribution assumption: employee only about $277,096 at 4% or $184,731 at 6%; with 50% employer match about $184,731 at 4% or $123,154 at 6%; with 100% employer match about $138,548 at 4% or $92,365 at 6%.
Jefferson Financial 401(K) Plan-6$1,844,644$66,503$11,084iApproximate average salary by contribution assumption: employee only about $277,096 at 4% or $184,731 at 6%; with 50% employer match about $184,731 at 4% or $123,154 at 6%; with 100% employer match about $138,548 at 4% or $92,365 at 6%.
202015$1,525,442$57,289$11,458iApproximate average salary by contribution assumption: employee only about $286,445 at 4% or $190,963 at 6%; with 50% employer match about $190,963 at 4% or $127,309 at 6%; with 100% employer match about $143,223 at 4% or $95,482 at 6%.
Jefferson Financial 401(K) Plan-5$1,525,442$57,289$11,458iApproximate average salary by contribution assumption: employee only about $286,445 at 4% or $190,963 at 6%; with 50% employer match about $190,963 at 4% or $127,309 at 6%; with 100% employer match about $143,223 at 4% or $95,482 at 6%.
201915$1,197,006$53,715$10,743iApproximate average salary by contribution assumption: employee only about $268,575 at 4% or $179,050 at 6%; with 50% employer match about $179,050 at 4% or $119,367 at 6%; with 100% employer match about $134,288 at 4% or $89,525 at 6%.
Jefferson Financial 401(K) Plan-5$1,197,006$53,715$10,743iApproximate average salary by contribution assumption: employee only about $268,575 at 4% or $179,050 at 6%; with 50% employer match about $179,050 at 4% or $119,367 at 6%; with 100% employer match about $134,288 at 4% or $89,525 at 6%.
201814$897,579$41,970$10,493iApproximate average salary by contribution assumption: employee only about $262,313 at 4% or $174,875 at 6%; with 50% employer match about $174,875 at 4% or $116,583 at 6%; with 100% employer match about $131,156 at 4% or $87,438 at 6%.
Jefferson Financial 401(K) Plan-4$897,579$41,970$10,493iApproximate average salary by contribution assumption: employee only about $262,313 at 4% or $174,875 at 6%; with 50% employer match about $174,875 at 4% or $116,583 at 6%; with 100% employer match about $131,156 at 4% or $87,438 at 6%.
201714$936,701$40,533$10,133iApproximate average salary by contribution assumption: employee only about $253,331 at 4% or $168,888 at 6%; with 50% employer match about $168,888 at 4% or $112,592 at 6%; with 100% employer match about $126,666 at 4% or $84,444 at 6%.
Jefferson Financial 401(K) Plan-4$936,701$40,533$10,133iApproximate average salary by contribution assumption: employee only about $253,331 at 4% or $168,888 at 6%; with 50% employer match about $168,888 at 4% or $112,592 at 6%; with 100% employer match about $126,666 at 4% or $84,444 at 6%.
201613$722,264$43,584$14,528iApproximate average salary by contribution assumption: employee only about $363,200 at 4% or $242,133 at 6%; with 50% employer match about $242,133 at 4% or $161,422 at 6%; with 100% employer match about $181,600 at 4% or $121,067 at 6%.
Jefferson Financial 401(K) Plan-3$722,264$43,584$14,528iApproximate average salary by contribution assumption: employee only about $363,200 at 4% or $242,133 at 6%; with 50% employer match about $242,133 at 4% or $161,422 at 6%; with 100% employer match about $181,600 at 4% or $121,067 at 6%.
201513$640,268$41,979$13,993iApproximate average salary by contribution assumption: employee only about $349,825 at 4% or $233,217 at 6%; with 50% employer match about $233,217 at 4% or $155,478 at 6%; with 100% employer match about $174,913 at 4% or $116,608 at 6%.
Jefferson Financial 401(K) Plan-3$640,268$41,979$13,993iApproximate average salary by contribution assumption: employee only about $349,825 at 4% or $233,217 at 6%; with 50% employer match about $233,217 at 4% or $155,478 at 6%; with 100% employer match about $174,913 at 4% or $116,608 at 6%.
201413$592,987$56,025$18,675iApproximate average salary by contribution assumption: employee only about $466,875 at 4% or $311,250 at 6%; with 50% employer match about $311,250 at 4% or $207,500 at 6%; with 100% employer match about $233,438 at 4% or $155,625 at 6%.
Jefferson Financial 401(K) Plan-3$592,987$56,025$18,675iApproximate average salary by contribution assumption: employee only about $466,875 at 4% or $311,250 at 6%; with 50% employer match about $311,250 at 4% or $207,500 at 6%; with 100% employer match about $233,438 at 4% or $155,625 at 6%.
201314$806,500$62,127$15,532iApproximate average salary by contribution assumption: employee only about $388,294 at 4% or $258,863 at 6%; with 50% employer match about $258,863 at 4% or $172,575 at 6%; with 100% employer match about $194,147 at 4% or $129,431 at 6%.
Jefferson Financial 401(K) Plan-4$806,500$62,127$15,532iApproximate average salary by contribution assumption: employee only about $388,294 at 4% or $258,863 at 6%; with 50% employer match about $258,863 at 4% or $172,575 at 6%; with 100% employer match about $194,147 at 4% or $129,431 at 6%.
201214$584,949$47,554$11,889iApproximate average salary by contribution assumption: employee only about $297,213 at 4% or $198,142 at 6%; with 50% employer match about $198,142 at 4% or $132,094 at 6%; with 100% employer match about $148,606 at 4% or $99,071 at 6%.
Jefferson Financial 401(K) Plan-4$584,949$47,554$11,889iApproximate average salary by contribution assumption: employee only about $297,213 at 4% or $198,142 at 6%; with 50% employer match about $198,142 at 4% or $132,094 at 6%; with 100% employer match about $148,606 at 4% or $99,071 at 6%.
201114$458,038$45,323$11,331iApproximate average salary by contribution assumption: employee only about $283,269 at 4% or $188,846 at 6%; with 50% employer match about $188,846 at 4% or $125,897 at 6%; with 100% employer match about $141,634 at 4% or $94,423 at 6%.
Jefferson Financial 401(K) Plan-4$458,038$45,323$11,331iApproximate average salary by contribution assumption: employee only about $283,269 at 4% or $188,846 at 6%; with 50% employer match about $188,846 at 4% or $125,897 at 6%; with 100% employer match about $141,634 at 4% or $94,423 at 6%.
201014$440,099$56,019$14,005iApproximate average salary by contribution assumption: employee only about $350,119 at 4% or $233,413 at 6%; with 50% employer match about $233,413 at 4% or $155,608 at 6%; with 100% employer match about $175,059 at 4% or $116,706 at 6%.
Jefferson Financial 401(K) Plan-4$440,099$56,019$14,005iApproximate average salary by contribution assumption: employee only about $350,119 at 4% or $233,413 at 6%; with 50% employer match about $233,413 at 4% or $155,608 at 6%; with 100% employer match about $175,059 at 4% or $116,706 at 6%.
200913$337,368$37,664$12,555iApproximate average salary by contribution assumption: employee only about $313,867 at 4% or $209,244 at 6%; with 50% employer match about $209,244 at 4% or $139,496 at 6%; with 100% employer match about $156,933 at 4% or $104,622 at 6%.
Jefferson Financial 401(K) Plan-3$337,368$37,664$12,555iApproximate average salary by contribution assumption: employee only about $313,867 at 4% or $209,244 at 6%; with 50% employer match about $209,244 at 4% or $139,496 at 6%; with 100% employer match about $156,933 at 4% or $104,622 at 6%.
200813$227,165$34,584$11,528iApproximate average salary by contribution assumption: employee only about $288,200 at 4% or $192,133 at 6%; with 50% employer match about $192,133 at 4% or $128,089 at 6%; with 100% employer match about $144,100 at 4% or $96,067 at 6%.
Jefferson Financial 401(K) Plan-3$227,165$34,584$11,528iApproximate average salary by contribution assumption: employee only about $288,200 at 4% or $192,133 at 6%; with 50% employer match about $192,133 at 4% or $128,089 at 6%; with 100% employer match about $144,100 at 4% or $96,067 at 6%.
200713$322,077$40,304$13,435iApproximate average salary by contribution assumption: employee only about $335,867 at 4% or $223,911 at 6%; with 50% employer match about $223,911 at 4% or $149,274 at 6%; with 100% employer match about $167,933 at 4% or $111,956 at 6%.
Jefferson Financial 401(K) Plan-3$322,077$40,304$13,435iApproximate average salary by contribution assumption: employee only about $335,867 at 4% or $223,911 at 6%; with 50% employer match about $223,911 at 4% or $149,274 at 6%; with 100% employer match about $167,933 at 4% or $111,956 at 6%.
200613$306,705$37,034$12,345iApproximate average salary by contribution assumption: employee only about $308,617 at 4% or $205,744 at 6%; with 50% employer match about $205,744 at 4% or $137,163 at 6%; with 100% employer match about $154,308 at 4% or $102,872 at 6%.
Jefferson Financial 401(K) Plan-3$306,705$37,034$12,345iApproximate average salary by contribution assumption: employee only about $308,617 at 4% or $205,744 at 6%; with 50% employer match about $205,744 at 4% or $137,163 at 6%; with 100% employer match about $154,308 at 4% or $102,872 at 6%.
200515$238,430$32,313$6,463iApproximate average salary by contribution assumption: employee only about $161,565 at 4% or $107,710 at 6%; with 50% employer match about $107,710 at 4% or $71,807 at 6%; with 100% employer match about $80,783 at 4% or $53,855 at 6%.
Jefferson Financial 401(K) Plan-5$238,430$32,313$6,463iApproximate average salary by contribution assumption: employee only about $161,565 at 4% or $107,710 at 6%; with 50% employer match about $107,710 at 4% or $71,807 at 6%; with 100% employer match about $80,783 at 4% or $53,855 at 6%.
200416$192,247$181,291$30,215iApproximate average salary by contribution assumption: employee only about $755,379 at 4% or $503,586 at 6%; with 50% employer match about $503,586 at 4% or $335,724 at 6%; with 100% employer match about $377,690 at 4% or $251,793 at 6%.
Jefferson Financial 401(K) Plan-6$192,247$181,291$30,215iApproximate average salary by contribution assumption: employee only about $755,379 at 4% or $503,586 at 6%; with 50% employer match about $503,586 at 4% or $335,724 at 6%; with 100% employer match about $377,690 at 4% or $251,793 at 6%.