Civic Intelligence

Jericho Financial

Plan context: Jericho Financial 401(K) Profit Sharing Plan

EIN 82-1254829 • Westerville, OH • 11 filings • 2 plans

38 Commerce Park Dr., Suite AWesterville, OH 43082
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$719,884

2025 Contributions

$121,970

Historical Graphs

Total Assets Over Time

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

$719,884$359,942$0201920222025YearValue
$719,884Latest year 2025

Participants Over Time

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

320201920222025YearValue
3Latest year 2025

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
202513$719,884$121,970$40,657iApproximate average salary by contribution assumption: employee only about $1,016,417 at 4% or $677,611 at 6%; with 50% employer match about $677,611 at 4% or $451,741 at 6%; with 100% employer match about $508,208 at 4% or $338,806 at 6%.
Jericho Financial 401(K) Profit Sharing Plan-3$719,884$121,970$40,657iApproximate average salary by contribution assumption: employee only about $1,016,417 at 4% or $677,611 at 6%; with 50% employer match about $677,611 at 4% or $451,741 at 6%; with 100% employer match about $508,208 at 4% or $338,806 at 6%.
202423$475,400$163,783$54,594iApproximate average salary by contribution assumption: employee only about $1,364,858 at 4% or $909,906 at 6%; with 50% employer match about $909,906 at 4% or $606,604 at 6%; with 100% employer match about $682,429 at 4% or $454,953 at 6%.
Jericho Financial 401(K) Profit Sharing Plan-3$466,553$112,621$37,540iApproximate average salary by contribution assumption: employee only about $938,508 at 4% or $625,672 at 6%; with 50% employer match about $625,672 at 4% or $417,115 at 6%; with 100% employer match about $469,254 at 4% or $312,836 at 6%.
Jericho Financial Soca Benefit Plan-3$8,847$51,162$17,054iApproximate average salary by contribution assumption: employee only about $426,350 at 4% or $284,233 at 6%; with 50% employer match about $284,233 at 4% or $189,489 at 6%; with 100% employer match about $213,175 at 4% or $142,117 at 6%.
202323$394,157$157,221$52,407iApproximate average salary by contribution assumption: employee only about $1,310,175 at 4% or $873,450 at 6%; with 50% employer match about $873,450 at 4% or $582,300 at 6%; with 100% employer match about $655,088 at 4% or $436,725 at 6%.
Jericho Financial 401(K) Profit Sharing Plan-3$387,043$108,942$36,314iApproximate average salary by contribution assumption: employee only about $907,850 at 4% or $605,233 at 6%; with 50% employer match about $605,233 at 4% or $403,489 at 6%; with 100% employer match about $453,925 at 4% or $302,617 at 6%.
Jericho Financial Soca Benefit Plan-3$7,114$48,279$16,093iApproximate average salary by contribution assumption: employee only about $402,325 at 4% or $268,217 at 6%; with 50% employer match about $268,217 at 4% or $178,811 at 6%; with 100% employer match about $201,163 at 4% or $134,108 at 6%.
202223$370,406$150,038$50,013iApproximate average salary by contribution assumption: employee only about $1,250,317 at 4% or $833,544 at 6%; with 50% employer match about $833,544 at 4% or $555,696 at 6%; with 100% employer match about $625,158 at 4% or $416,772 at 6%.
Jericho Financial 401(K) Profit Sharing Plan-3$363,665$108,429$36,143iApproximate average salary by contribution assumption: employee only about $903,575 at 4% or $602,383 at 6%; with 50% employer match about $602,383 at 4% or $401,589 at 6%; with 100% employer match about $451,788 at 4% or $301,192 at 6%.
Jericho Financial Soca Benefit Plan-3$6,741$41,609$13,870iApproximate average salary by contribution assumption: employee only about $346,742 at 4% or $231,161 at 6%; with 50% employer match about $231,161 at 4% or $154,107 at 6%; with 100% employer match about $173,371 at 4% or $115,581 at 6%.
202123$332,382$332,166$110,722iApproximate average salary by contribution assumption: employee only about $2,768,050 at 4% or $1,845,367 at 6%; with 50% employer match about $1,845,367 at 4% or $1,230,244 at 6%; with 100% employer match about $1,384,025 at 4% or $922,683 at 6%.
Jericho Financial 401(K) Profit Sharing Plan-3$327,894$293,616$97,872iApproximate average salary by contribution assumption: employee only about $2,446,800 at 4% or $1,631,200 at 6%; with 50% employer match about $1,631,200 at 4% or $1,087,467 at 6%; with 100% employer match about $1,223,400 at 4% or $815,600 at 6%.
Jericho Financial Soca Benefit Plan-3$4,488$38,550$12,850iApproximate average salary by contribution assumption: employee only about $321,250 at 4% or $214,167 at 6%; with 50% employer match about $214,167 at 4% or $142,778 at 6%; with 100% employer match about $160,625 at 4% or $107,083 at 6%.
202013$2,984$30,064$10,021iApproximate average salary by contribution assumption: employee only about $250,533 at 4% or $167,022 at 6%; with 50% employer match about $167,022 at 4% or $111,348 at 6%; with 100% employer match about $125,267 at 4% or $83,511 at 6%.
Jericho Financial Soca Benefit Plan-3$2,984$30,064$10,021iApproximate average salary by contribution assumption: employee only about $250,533 at 4% or $167,022 at 6%; with 50% employer match about $167,022 at 4% or $111,348 at 6%; with 100% employer match about $125,267 at 4% or $83,511 at 6%.
201912$1,293$9,745$4,873iApproximate average salary by contribution assumption: employee only about $121,813 at 4% or $81,208 at 6%; with 50% employer match about $81,208 at 4% or $54,139 at 6%; with 100% employer match about $60,906 at 4% or $40,604 at 6%.
Jericho Financial Soca Benefit Plan-2$1,293$9,745$4,873iApproximate average salary by contribution assumption: employee only about $121,813 at 4% or $81,208 at 6%; with 50% employer match about $81,208 at 4% or $54,139 at 6%; with 100% employer match about $60,906 at 4% or $40,604 at 6%.