Civic Intelligence

Todd B Jaffe

Plan context: Todd B Jaffe 401 K Profit Sharing Plan Trust

EIN 81-2061728 • New Smyrna Beach, OK • 8 filings • 3 plans

2104 W. Austin StreetNew Smyrna Beach, OK 74011
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$340,490

2020 Contributions

$1,748

Historical Graphs

Total Assets Over Time

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

$1,354,340$677,170$0201620182020YearValue
$340,490Latest year 2020

Participants Over Time

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

530201620182020YearValue
1Latest year 2020

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
202011$340,490$0-
Todd B Jaffe 401 K Profit Sharing Plan Trust-1$340,490--
201924$727,362$1,748$437iApproximate average salary by contribution assumption: employee only about $10,925 at 4% or $7,283 at 6%; with 50% employer match about $7,283 at 4% or $4,856 at 6%; with 100% employer match about $5,463 at 4% or $3,642 at 6%.
Todd B Jaffe 401 K Profit Sharing Plan Trust-2$548,219--
Todd B Jaffe 401 K Profit Sharing Plan Trust-4$179,143$1,748$437iApproximate average salary by contribution assumption: employee only about $10,925 at 4% or $7,283 at 6%; with 50% employer match about $7,283 at 4% or $4,856 at 6%; with 100% employer match about $5,463 at 4% or $3,642 at 6%.
201825$1,153,106$86,440$17,288iApproximate average salary by contribution assumption: employee only about $432,200 at 4% or $288,133 at 6%; with 50% employer match about $288,133 at 4% or $192,089 at 6%; with 100% employer match about $216,100 at 4% or $144,067 at 6%.
Todd B Jaffe 401 K Profit Sharing Plan Trust-2$998,883$63,427$31,714iApproximate average salary by contribution assumption: employee only about $792,838 at 4% or $528,558 at 6%; with 50% employer match about $528,558 at 4% or $352,372 at 6%; with 100% employer match about $396,419 at 4% or $264,279 at 6%.
Todd B Jaffe 401 K Profit Sharing Plan Trust-5$154,223$23,013$4,603iApproximate average salary by contribution assumption: employee only about $115,065 at 4% or $76,710 at 6%; with 50% employer match about $76,710 at 4% or $51,140 at 6%; with 100% employer match about $57,533 at 4% or $38,355 at 6%.
201725$1,354,340$34,973$6,995iApproximate average salary by contribution assumption: employee only about $174,865 at 4% or $116,577 at 6%; with 50% employer match about $116,577 at 4% or $77,718 at 6%; with 100% employer match about $87,433 at 4% or $58,288 at 6%.
Todd B Jaffe 401 K Profit Sharing Plan Trust-2$1,210,311--
Todd B Jaffe 401 K Profit Sharing Plan Trust-5$144,029$34,973$6,995iApproximate average salary by contribution assumption: employee only about $174,865 at 4% or $116,577 at 6%; with 50% employer match about $116,577 at 4% or $77,718 at 6%; with 100% employer match about $87,433 at 4% or $58,288 at 6%.
201615$92,148$20,886$4,177iApproximate average salary by contribution assumption: employee only about $104,430 at 4% or $69,620 at 6%; with 50% employer match about $69,620 at 4% or $46,413 at 6%; with 100% employer match about $52,215 at 4% or $34,810 at 6%.
Todd B Jaffe 401 K Profit Sharing Plan Trust-5$92,148$20,886$4,177iApproximate average salary by contribution assumption: employee only about $104,430 at 4% or $69,620 at 6%; with 50% employer match about $69,620 at 4% or $46,413 at 6%; with 100% employer match about $52,215 at 4% or $34,810 at 6%.