Civic Intelligence

JEFFERSON BANK

Plan context: Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust

EIN 74-2280207 • 51 filings • 8 plans

Current Snapshot

Latest Year

2024

2024 Participants

400

2024 Assets

$87,458,212

2024 Contributions

$4,146,825

Historical Graphs

Total Assets Over Time

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

$87,458,212$43,729,106$0199920122024YearValue
$87,458,212Latest year 2024

Participants Over Time

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

4002000199920122024YearValue
400Latest 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
20242400$87,458,212$4,146,825$10,367iApproximate average salary by contribution assumption: employee only about $259,177 at 4% or $172,784 at 6%; with 50% employer match about $172,784 at 4% or $115,190 at 6%; with 100% employer match about $129,588 at 4% or $86,392 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-298$44,077,629--
Jefferson Bancshares Inc. 401K Plan-400$43,380,583$4,146,825$10,367iApproximate average salary by contribution assumption: employee only about $259,177 at 4% or $172,784 at 6%; with 50% employer match about $172,784 at 4% or $115,190 at 6%; with 100% employer match about $129,588 at 4% or $86,392 at 6%.
20232340$78,363,256$3,905,135$11,486iApproximate average salary by contribution assumption: employee only about $287,142 at 4% or $191,428 at 6%; with 50% employer match about $191,428 at 4% or $127,619 at 6%; with 100% employer match about $143,571 at 4% or $95,714 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-317$40,845,564--
Jefferson Bancshares Inc. 401K Plan-340$37,517,692$3,905,135$11,486iApproximate average salary by contribution assumption: employee only about $287,142 at 4% or $191,428 at 6%; with 50% employer match about $191,428 at 4% or $127,619 at 6%; with 100% employer match about $143,571 at 4% or $95,714 at 6%.
20222350$70,268,524$3,537,550$10,107iApproximate average salary by contribution assumption: employee only about $252,682 at 4% or $168,455 at 6%; with 50% employer match about $168,455 at 4% or $112,303 at 6%; with 100% employer match about $126,341 at 4% or $84,227 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-314$37,880,163--
Jefferson Bancshares Inc. 401K Plan-350$32,388,361$3,537,550$10,107iApproximate average salary by contribution assumption: employee only about $252,682 at 4% or $168,455 at 6%; with 50% employer match about $168,455 at 4% or $112,303 at 6%; with 100% employer match about $126,341 at 4% or $84,227 at 6%.
20212349$83,591,239$3,201,687$9,174iApproximate average salary by contribution assumption: employee only about $229,347 at 4% or $152,898 at 6%; with 50% employer match about $152,898 at 4% or $101,932 at 6%; with 100% employer match about $114,674 at 4% or $76,449 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-312$47,065,119--
Jefferson Bancshares Inc. 401K Plan-349$36,526,120$3,201,687$9,174iApproximate average salary by contribution assumption: employee only about $229,347 at 4% or $152,898 at 6%; with 50% employer match about $152,898 at 4% or $101,932 at 6%; with 100% employer match about $114,674 at 4% or $76,449 at 6%.
20202336$75,167,425$2,867,744$8,535iApproximate average salary by contribution assumption: employee only about $213,374 at 4% or $142,249 at 6%; with 50% employer match about $142,249 at 4% or $94,833 at 6%; with 100% employer match about $106,687 at 4% or $71,125 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-313$45,350,881--
Jefferson Bancshares Inc. 401K Plan-336$29,816,544$2,867,744$8,535iApproximate average salary by contribution assumption: employee only about $213,374 at 4% or $142,249 at 6%; with 50% employer match about $142,249 at 4% or $94,833 at 6%; with 100% employer match about $106,687 at 4% or $71,125 at 6%.
20192330$71,761,918$9,941,678$30,126iApproximate average salary by contribution assumption: employee only about $753,157 at 4% or $502,105 at 6%; with 50% employer match about $502,105 at 4% or $334,737 at 6%; with 100% employer match about $376,579 at 4% or $251,052 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-299$43,618,071$6,100,756$20,404iApproximate average salary by contribution assumption: employee only about $510,097 at 4% or $340,064 at 6%; with 50% employer match about $340,064 at 4% or $226,710 at 6%; with 100% employer match about $255,048 at 4% or $170,032 at 6%.
Jefferson Bancshares Inc. 401K Plan-330$28,143,847$3,840,922$11,639iApproximate average salary by contribution assumption: employee only about $290,979 at 4% or $193,986 at 6%; with 50% employer match about $193,986 at 4% or $129,324 at 6%; with 100% employer match about $145,489 at 4% or $96,993 at 6%.
20182334$54,450,978$3,490,856$10,452iApproximate average salary by contribution assumption: employee only about $261,292 at 4% or $174,194 at 6%; with 50% employer match about $174,194 at 4% or $116,130 at 6%; with 100% employer match about $130,646 at 4% or $87,097 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-298$32,684,075$826,797$2,774iApproximate average salary by contribution assumption: employee only about $69,362 at 4% or $46,241 at 6%; with 50% employer match about $46,241 at 4% or $30,828 at 6%; with 100% employer match about $34,681 at 4% or $23,121 at 6%.
Jefferson Bancshares Inc. 401K Plan-334$21,766,903$2,664,059$7,976iApproximate average salary by contribution assumption: employee only about $199,406 at 4% or $132,937 at 6%; with 50% employer match about $132,937 at 4% or $88,625 at 6%; with 100% employer match about $99,703 at 4% or $66,469 at 6%.
20172329$57,048,115$4,403,758$13,385iApproximate average salary by contribution assumption: employee only about $334,632 at 4% or $223,088 at 6%; with 50% employer match about $223,088 at 4% or $148,725 at 6%; with 100% employer match about $167,316 at 4% or $111,544 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-286$34,775,369$1,506,739$5,268iApproximate average salary by contribution assumption: employee only about $131,708 at 4% or $87,805 at 6%; with 50% employer match about $87,805 at 4% or $58,537 at 6%; with 100% employer match about $65,854 at 4% or $43,903 at 6%.
Jefferson Bancshares Inc. 401K Plan-329$22,272,746$2,897,019$8,806iApproximate average salary by contribution assumption: employee only about $220,138 at 4% or $146,759 at 6%; with 50% employer match about $146,759 at 4% or $97,839 at 6%; with 100% employer match about $110,069 at 4% or $73,379 at 6%.
20162310$48,149,775$7,410,086$23,904iApproximate average salary by contribution assumption: employee only about $597,588 at 4% or $398,392 at 6%; with 50% employer match about $398,392 at 4% or $265,594 at 6%; with 100% employer match about $298,794 at 4% or $199,196 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-258$30,858,012$5,414,200$20,985iApproximate average salary by contribution assumption: employee only about $524,632 at 4% or $349,755 at 6%; with 50% employer match about $349,755 at 4% or $233,170 at 6%; with 100% employer match about $262,316 at 4% or $174,877 at 6%.
Jefferson Bancshares Inc. 401K Plan-310$17,291,763$1,995,886$6,438iApproximate average salary by contribution assumption: employee only about $160,959 at 4% or $107,306 at 6%; with 50% employer match about $107,306 at 4% or $71,537 at 6%; with 100% employer match about $80,479 at 4% or $53,653 at 6%.
20152284$37,545,012$2,115,404$7,449iApproximate average salary by contribution assumption: employee only about $186,215 at 4% or $124,143 at 6%; with 50% employer match about $124,143 at 4% or $82,762 at 6%; with 100% employer match about $93,108 at 4% or $62,072 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-234$23,529,778--
Jefferson Bancshares Inc. 401K Plan-284$14,015,234$2,115,404$7,449iApproximate average salary by contribution assumption: employee only about $186,215 at 4% or $124,143 at 6%; with 50% employer match about $124,143 at 4% or $82,762 at 6%; with 100% employer match about $93,108 at 4% or $62,072 at 6%.
20142270$37,845,655$3,612,637$13,380iApproximate average salary by contribution assumption: employee only about $334,503 at 4% or $223,002 at 6%; with 50% employer match about $223,002 at 4% or $148,668 at 6%; with 100% employer match about $167,252 at 4% or $111,501 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-246$25,063,566$1,459,902$5,935iApproximate average salary by contribution assumption: employee only about $148,364 at 4% or $98,909 at 6%; with 50% employer match about $98,909 at 4% or $65,940 at 6%; with 100% employer match about $74,182 at 4% or $49,455 at 6%.
Jefferson Bancshares Inc. 401K Plan-270$12,782,089$2,152,735$7,973iApproximate average salary by contribution assumption: employee only about $199,327 at 4% or $132,885 at 6%; with 50% employer match about $132,885 at 4% or $88,590 at 6%; with 100% employer match about $99,664 at 4% or $66,442 at 6%.
20132253$33,519,822$4,268,881$16,873iApproximate average salary by contribution assumption: employee only about $421,826 at 4% or $281,217 at 6%; with 50% employer match about $281,217 at 4% or $187,478 at 6%; with 100% employer match about $210,913 at 4% or $140,609 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-236$22,881,375$2,793,432$11,837iApproximate average salary by contribution assumption: employee only about $295,914 at 4% or $197,276 at 6%; with 50% employer match about $197,276 at 4% or $131,518 at 6%; with 100% employer match about $147,957 at 4% or $98,638 at 6%.
Jefferson Bancshares Inc. 401K Plan-253$10,638,447$1,475,449$5,832iApproximate average salary by contribution assumption: employee only about $145,795 at 4% or $97,197 at 6%; with 50% employer match about $97,197 at 4% or $64,798 at 6%; with 100% employer match about $72,898 at 4% or $48,598 at 6%.
20122234$26,728,863$4,679,725$19,999iApproximate average salary by contribution assumption: employee only about $499,971 at 4% or $333,314 at 6%; with 50% employer match about $333,314 at 4% or $222,209 at 6%; with 100% employer match about $249,985 at 4% or $166,657 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-230$18,883,372$3,587,612$15,598iApproximate average salary by contribution assumption: employee only about $389,958 at 4% or $259,972 at 6%; with 50% employer match about $259,972 at 4% or $173,315 at 6%; with 100% employer match about $194,979 at 4% or $129,986 at 6%.
Jefferson Bancshares Inc. 401K Plan-234$7,845,491$1,092,113$4,667iApproximate average salary by contribution assumption: employee only about $116,679 at 4% or $77,786 at 6%; with 50% employer match about $77,786 at 4% or $51,857 at 6%; with 100% employer match about $58,339 at 4% or $38,893 at 6%.
20112221$20,045,535$868,520$3,930iApproximate average salary by contribution assumption: employee only about $98,249 at 4% or $65,499 at 6%; with 50% employer match about $65,499 at 4% or $43,666 at 6%; with 100% employer match about $49,124 at 4% or $32,750 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-213$13,718,903--
Jefferson Bancshares Inc. 401K Plan-221$6,326,632$868,520$3,930iApproximate average salary by contribution assumption: employee only about $98,249 at 4% or $65,499 at 6%; with 50% employer match about $65,499 at 4% or $43,666 at 6%; with 100% employer match about $49,124 at 4% or $32,750 at 6%.
20102203$20,935,352$755,124$3,720iApproximate average salary by contribution assumption: employee only about $92,996 at 4% or $61,997 at 6%; with 50% employer match about $61,997 at 4% or $41,331 at 6%; with 100% employer match about $46,498 at 4% or $30,999 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-192$14,863,985--
Jefferson Bancshares Inc. 401K Plan-203$6,071,367$755,124$3,720iApproximate average salary by contribution assumption: employee only about $92,996 at 4% or $61,997 at 6%; with 50% employer match about $61,997 at 4% or $41,331 at 6%; with 100% employer match about $46,498 at 4% or $30,999 at 6%.
20092209$18,633,718$3,389,992$16,220iApproximate average salary by contribution assumption: employee only about $405,501 at 4% or $270,334 at 6%; with 50% employer match about $270,334 at 4% or $180,223 at 6%; with 100% employer match about $202,751 at 4% or $135,167 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-197$13,705,973$2,562,682$13,009iApproximate average salary by contribution assumption: employee only about $325,213 at 4% or $216,809 at 6%; with 50% employer match about $216,809 at 4% or $144,539 at 6%; with 100% employer match about $162,607 at 4% or $108,404 at 6%.
Jefferson Bancshares Inc. 401K Plan-209$4,927,745$827,310$3,958iApproximate average salary by contribution assumption: employee only about $98,961 at 4% or $65,974 at 6%; with 50% employer match about $65,974 at 4% or $43,982 at 6%; with 100% employer match about $49,480 at 4% or $32,987 at 6%.
20082206$14,070,859$4,091,984$19,864iApproximate average salary by contribution assumption: employee only about $496,600 at 4% or $331,067 at 6%; with 50% employer match about $331,067 at 4% or $220,711 at 6%; with 100% employer match about $248,300 at 4% or $165,533 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-187$10,787,234$3,429,474$18,339iApproximate average salary by contribution assumption: employee only about $458,486 at 4% or $305,657 at 6%; with 50% employer match about $305,657 at 4% or $203,771 at 6%; with 100% employer match about $229,243 at 4% or $152,829 at 6%.
Jefferson Bancshares Inc. 401K Plan-206$3,283,625$662,510$3,216iApproximate average salary by contribution assumption: employee only about $80,402 at 4% or $53,601 at 6%; with 50% employer match about $53,601 at 4% or $35,734 at 6%; with 100% employer match about $40,201 at 4% or $26,801 at 6%.
20072209$15,011,636$2,057,438$9,844iApproximate average salary by contribution assumption: employee only about $246,105 at 4% or $164,070 at 6%; with 50% employer match about $164,070 at 4% or $109,380 at 6%; with 100% employer match about $123,053 at 4% or $82,035 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-177$11,160,256$1,489,244$8,414iApproximate average salary by contribution assumption: employee only about $210,345 at 4% or $140,230 at 6%; with 50% employer match about $140,230 at 4% or $93,487 at 6%; with 100% employer match about $105,173 at 4% or $70,115 at 6%.
Jefferson Bancshares Inc. 401K Plan-209$3,851,380$568,194$2,719iApproximate average salary by contribution assumption: employee only about $67,966 at 4% or $45,311 at 6%; with 50% employer match about $45,311 at 4% or $30,207 at 6%; with 100% employer match about $33,983 at 4% or $22,655 at 6%.
20062195$12,399,999$3,344,097$17,149iApproximate average salary by contribution assumption: employee only about $428,730 at 4% or $285,820 at 6%; with 50% employer match about $285,820 at 4% or $190,547 at 6%; with 100% employer match about $214,365 at 4% or $142,910 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-158$9,277,213$2,881,249$18,236iApproximate average salary by contribution assumption: employee only about $455,894 at 4% or $303,929 at 6%; with 50% employer match about $303,929 at 4% or $202,619 at 6%; with 100% employer match about $227,947 at 4% or $151,965 at 6%.
Jefferson Bancshares Inc. 401K Plan-195$3,122,786$462,848$2,374iApproximate average salary by contribution assumption: employee only about $59,339 at 4% or $39,560 at 6%; with 50% employer match about $39,560 at 4% or $26,373 at 6%; with 100% employer match about $29,670 at 4% or $19,780 at 6%.
20052179$9,148,419$1,444,003$8,067iApproximate average salary by contribution assumption: employee only about $201,676 at 4% or $134,451 at 6%; with 50% employer match about $134,451 at 4% or $89,634 at 6%; with 100% employer match about $100,838 at 4% or $67,225 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-179$6,508,367$940,371$5,253iApproximate average salary by contribution assumption: employee only about $131,337 at 4% or $87,558 at 6%; with 50% employer match about $87,558 at 4% or $58,372 at 6%; with 100% employer match about $65,668 at 4% or $43,779 at 6%.
Jefferson Bancshares Inc. 401K Plan-171$2,640,052$503,632$2,945iApproximate average salary by contribution assumption: employee only about $73,630 at 4% or $49,087 at 6%; with 50% employer match about $49,087 at 4% or $32,725 at 6%; with 100% employer match about $36,815 at 4% or $24,543 at 6%.
20042173$7,968,457$1,214,373$7,019iApproximate average salary by contribution assumption: employee only about $175,487 at 4% or $116,992 at 6%; with 50% employer match about $116,992 at 4% or $77,994 at 6%; with 100% employer match about $87,744 at 4% or $58,496 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-173$5,919,753$762,710$4,409iApproximate average salary by contribution assumption: employee only about $110,218 at 4% or $73,479 at 6%; with 50% employer match about $73,479 at 4% or $48,986 at 6%; with 100% employer match about $55,109 at 4% or $36,739 at 6%.
Jefferson Bancshares Inc. 401K Plan-170$2,048,704$451,663$2,657iApproximate average salary by contribution assumption: employee only about $66,421 at 4% or $44,281 at 6%; with 50% employer match about $44,281 at 4% or $29,520 at 6%; with 100% employer match about $33,211 at 4% or $22,140 at 6%.
20032164$7,037,458$932,294$5,685iApproximate average salary by contribution assumption: employee only about $142,118 at 4% or $94,745 at 6%; with 50% employer match about $94,745 at 4% or $63,164 at 6%; with 100% employer match about $71,059 at 4% or $47,373 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-159$5,397,065$513,705$3,231iApproximate average salary by contribution assumption: employee only about $80,771 at 4% or $53,847 at 6%; with 50% employer match about $53,847 at 4% or $35,898 at 6%; with 100% employer match about $40,386 at 4% or $26,924 at 6%.
Jefferson Bancshares Inc. 401K Plan-164$1,640,393$418,589$2,552iApproximate average salary by contribution assumption: employee only about $63,809 at 4% or $42,540 at 6%; with 50% employer match about $42,540 at 4% or $28,360 at 6%; with 100% employer match about $31,905 at 4% or $21,270 at 6%.
20022159$6,154,686$816,362$5,134iApproximate average salary by contribution assumption: employee only about $128,359 at 4% or $85,573 at 6%; with 50% employer match about $85,573 at 4% or $57,048 at 6%; with 100% employer match about $64,179 at 4% or $42,786 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-159$5,041,326$373,494$2,349iApproximate average salary by contribution assumption: employee only about $58,725 at 4% or $39,150 at 6%; with 50% employer match about $39,150 at 4% or $26,100 at 6%; with 100% employer match about $29,363 at 4% or $19,575 at 6%.
Jefferson Bancshares Inc. 401K Plan-155$1,113,360$442,868$2,857iApproximate average salary by contribution assumption: employee only about $71,430 at 4% or $47,620 at 6%; with 50% employer match about $47,620 at 4% or $31,747 at 6%; with 100% employer match about $35,715 at 4% or $23,810 at 6%.
20012142$5,871,184$744,644$5,244iApproximate average salary by contribution assumption: employee only about $131,099 at 4% or $87,400 at 6%; with 50% employer match about $87,400 at 4% or $58,266 at 6%; with 100% employer match about $65,550 at 4% or $43,700 at 6%.
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-142$4,946,256$315,636$2,223iApproximate average salary by contribution assumption: employee only about $55,570 at 4% or $37,046 at 6%; with 50% employer match about $37,046 at 4% or $24,698 at 6%; with 100% employer match about $27,785 at 4% or $18,523 at 6%.
Jefferson Bancshares Inc. 401K Plan-132$924,928$429,008$3,250iApproximate average salary by contribution assumption: employee only about $81,252 at 4% or $54,168 at 6%; with 50% employer match about $54,168 at 4% or $36,112 at 6%; with 100% employer match about $40,626 at 4% or $27,084 at 6%.
20002137$4,938,881$0-
Jefferson Bancshares Inc. Sixth Amended and Restated Employees Retirement Plan and Trust-137$4,938,881--
Jefferson Bancshares Inc. 401K Plan-136---
19991123$438,464$371,374$3,019iApproximate average salary by contribution assumption: employee only about $75,483 at 4% or $50,322 at 6%; with 50% employer match about $50,322 at 4% or $33,548 at 6%; with 100% employer match about $37,741 at 4% or $25,161 at 6%.
Jefferson Bancshares Inc. 401K Plan-123$438,464$371,374$3,019iApproximate average salary by contribution assumption: employee only about $75,483 at 4% or $50,322 at 6%; with 50% employer match about $50,322 at 4% or $33,548 at 6%; with 100% employer match about $37,741 at 4% or $25,161 at 6%.