Civic Intelligence

Jefferson Associates Inc.

Plan context: Jefferson Associates Inc. 401K Plan

EIN 74-1804111 • Houston, TX • 10 filings • 1 plans

17045 El Camino Real, Suite 100Houston, TX 77058
Current Snapshot

Latest Year

2012

2012 Participants

3

2012 Assets

$8,673

2012 Contributions

$6,621

Historical Graphs

Total Assets Over Time

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

$457,856$228,928$0200320072011YearValue
$8,673Latest year 2011

Participants Over Time

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

1790200320072011YearValue
3Latest year 2011

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
201210$0$0-
Jefferson Associates Inc. 401K Plan-0---
201113$8,673$6,621$2,207iApproximate average salary by contribution assumption: employee only about $55,175 at 4% or $36,783 at 6%; with 50% employer match about $36,783 at 4% or $24,522 at 6%; with 100% employer match about $27,588 at 4% or $18,392 at 6%.
Jefferson Associates Inc. 401K Plan-3$8,673$6,621$2,207iApproximate average salary by contribution assumption: employee only about $55,175 at 4% or $36,783 at 6%; with 50% employer match about $36,783 at 4% or $24,522 at 6%; with 100% employer match about $27,588 at 4% or $18,392 at 6%.
201018$264,043$30,982$3,873iApproximate average salary by contribution assumption: employee only about $96,819 at 4% or $64,546 at 6%; with 50% employer match about $64,546 at 4% or $43,031 at 6%; with 100% employer match about $48,409 at 4% or $32,273 at 6%.
Jefferson Associates Inc. 401K Plan-8$264,043$30,982$3,873iApproximate average salary by contribution assumption: employee only about $96,819 at 4% or $64,546 at 6%; with 50% employer match about $64,546 at 4% or $43,031 at 6%; with 100% employer match about $48,409 at 4% or $32,273 at 6%.
200919$439,488$61,688$6,854iApproximate average salary by contribution assumption: employee only about $171,356 at 4% or $114,237 at 6%; with 50% employer match about $114,237 at 4% or $76,158 at 6%; with 100% employer match about $85,678 at 4% or $57,119 at 6%.
Jefferson Associates Inc. 401K Plan-9$439,488$61,688$6,854iApproximate average salary by contribution assumption: employee only about $171,356 at 4% or $114,237 at 6%; with 50% employer match about $114,237 at 4% or $76,158 at 6%; with 100% employer match about $85,678 at 4% or $57,119 at 6%.
2008112$263,908$58,790$4,899iApproximate average salary by contribution assumption: employee only about $122,479 at 4% or $81,653 at 6%; with 50% employer match about $81,653 at 4% or $54,435 at 6%; with 100% employer match about $61,240 at 4% or $40,826 at 6%.
Jefferson Associates Inc. 401K Plan-12$263,908$58,790$4,899iApproximate average salary by contribution assumption: employee only about $122,479 at 4% or $81,653 at 6%; with 50% employer match about $81,653 at 4% or $54,435 at 6%; with 100% employer match about $61,240 at 4% or $40,826 at 6%.
2007110$367,749$53,122$5,312iApproximate average salary by contribution assumption: employee only about $132,805 at 4% or $88,537 at 6%; with 50% employer match about $88,537 at 4% or $59,024 at 6%; with 100% employer match about $66,403 at 4% or $44,268 at 6%.
Jefferson Associates Inc. 401K Plan-10$367,749$53,122$5,312iApproximate average salary by contribution assumption: employee only about $132,805 at 4% or $88,537 at 6%; with 50% employer match about $88,537 at 4% or $59,024 at 6%; with 100% employer match about $66,403 at 4% or $44,268 at 6%.
2006110$457,856$38,683$3,868iApproximate average salary by contribution assumption: employee only about $96,708 at 4% or $64,472 at 6%; with 50% employer match about $64,472 at 4% or $42,981 at 6%; with 100% employer match about $48,354 at 4% or $32,236 at 6%.
Jefferson Associates Inc. 401K Plan-10$457,856$38,683$3,868iApproximate average salary by contribution assumption: employee only about $96,708 at 4% or $64,472 at 6%; with 50% employer match about $64,472 at 4% or $42,981 at 6%; with 100% employer match about $48,354 at 4% or $32,236 at 6%.
2005111$377,751$42,808$3,892iApproximate average salary by contribution assumption: employee only about $97,291 at 4% or $64,861 at 6%; with 50% employer match about $64,861 at 4% or $43,240 at 6%; with 100% employer match about $48,645 at 4% or $32,430 at 6%.
Jefferson Associates Inc. 401K Plan-11$377,751$42,808$3,892iApproximate average salary by contribution assumption: employee only about $97,291 at 4% or $64,861 at 6%; with 50% employer match about $64,861 at 4% or $43,240 at 6%; with 100% employer match about $48,645 at 4% or $32,430 at 6%.
2004117$317,995$36,021$2,119iApproximate average salary by contribution assumption: employee only about $52,972 at 4% or $35,315 at 6%; with 50% employer match about $35,315 at 4% or $23,543 at 6%; with 100% employer match about $26,486 at 4% or $17,657 at 6%.
Jefferson Associates Inc. 401K Plan-17$317,995$36,021$2,119iApproximate average salary by contribution assumption: employee only about $52,972 at 4% or $35,315 at 6%; with 50% employer match about $35,315 at 4% or $23,543 at 6%; with 100% employer match about $26,486 at 4% or $17,657 at 6%.
200318$269,035$210,319$26,290iApproximate average salary by contribution assumption: employee only about $657,247 at 4% or $438,165 at 6%; with 50% employer match about $438,165 at 4% or $292,110 at 6%; with 100% employer match about $328,623 at 4% or $219,082 at 6%.
Jefferson Associates Inc. 401K Plan-8$269,035$210,319$26,290iApproximate average salary by contribution assumption: employee only about $657,247 at 4% or $438,165 at 6%; with 50% employer match about $438,165 at 4% or $292,110 at 6%; with 100% employer match about $328,623 at 4% or $219,082 at 6%.