Jeffcoat & Associates LLC
Plan context: Jeffcoat & Associates, L.P. 401(K) Savings Plan
EIN 84-1631750 • Bessemer, AL • 21 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
44
2024 Assets
$11,547,355
2024 Contributions
$405,216
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 44 | $11,547,355 | $405,216 | $9,209iApproximate average salary by contribution assumption: employee only about $230,236 at 4% or $153,491 at 6%; with 50% employer match about $153,491 at 4% or $102,327 at 6%; with 100% employer match about $115,118 at 4% or $76,745 at 6%. |
| Jeffcoat & Associates, L.P. 401(K) Savings Plan | - | 44 | $11,547,355 | $405,216 | $9,209iApproximate average salary by contribution assumption: employee only about $230,236 at 4% or $153,491 at 6%; with 50% employer match about $153,491 at 4% or $102,327 at 6%; with 100% employer match about $115,118 at 4% or $76,745 at 6%. |
| 2023 | 1 | 56 | $9,273,043 | $397,529 | $7,099iApproximate average salary by contribution assumption: employee only about $177,468 at 4% or $118,312 at 6%; with 50% employer match about $118,312 at 4% or $78,875 at 6%; with 100% employer match about $88,734 at 4% or $59,156 at 6%. |
| Jeffcoat & Associates, L.P. 401(K) Savings Plan | - | 56 | $9,273,043 | $397,529 | $7,099iApproximate average salary by contribution assumption: employee only about $177,468 at 4% or $118,312 at 6%; with 50% employer match about $118,312 at 4% or $78,875 at 6%; with 100% employer match about $88,734 at 4% or $59,156 at 6%. |
| 2022 | 1 | 52 | $7,890,966 | $378,577 | $7,280iApproximate average salary by contribution assumption: employee only about $182,008 at 4% or $121,339 at 6%; with 50% employer match about $121,339 at 4% or $80,893 at 6%; with 100% employer match about $91,004 at 4% or $60,669 at 6%. |
| Jeffcoat & Associates, L.P. 401(K) Savings Plan | - | 52 | $7,890,966 | $378,577 | $7,280iApproximate average salary by contribution assumption: employee only about $182,008 at 4% or $121,339 at 6%; with 50% employer match about $121,339 at 4% or $80,893 at 6%; with 100% employer match about $91,004 at 4% or $60,669 at 6%. |
| 2021 | 1 | 52 | $10,132,670 | $418,725 | $8,052iApproximate average salary by contribution assumption: employee only about $201,310 at 4% or $134,207 at 6%; with 50% employer match about $134,207 at 4% or $89,471 at 6%; with 100% employer match about $100,655 at 4% or $67,103 at 6%. |
| Jeffcoat & Associates, L.P. 401(K) Savings Plan | - | 52 | $10,132,670 | $418,725 | $8,052iApproximate average salary by contribution assumption: employee only about $201,310 at 4% or $134,207 at 6%; with 50% employer match about $134,207 at 4% or $89,471 at 6%; with 100% employer match about $100,655 at 4% or $67,103 at 6%. |
| 2020 | 1 | 63 | $8,484,280 | $421,036 | $6,683iApproximate average salary by contribution assumption: employee only about $167,078 at 4% or $111,385 at 6%; with 50% employer match about $111,385 at 4% or $74,257 at 6%; with 100% employer match about $83,539 at 4% or $55,693 at 6%. |
| Jeffcoat & Associates, L.P. 401(K) Savings Plan | - | 63 | $8,484,280 | $421,036 | $6,683iApproximate average salary by contribution assumption: employee only about $167,078 at 4% or $111,385 at 6%; with 50% employer match about $111,385 at 4% or $74,257 at 6%; with 100% employer match about $83,539 at 4% or $55,693 at 6%. |
| 2019 | 1 | 77 | $6,831,267 | $403,894 | $5,245iApproximate average salary by contribution assumption: employee only about $131,134 at 4% or $87,423 at 6%; with 50% employer match about $87,423 at 4% or $58,282 at 6%; with 100% employer match about $65,567 at 4% or $43,711 at 6%. |
| Jeffcoat & Associates, L.P. 401(K) Savings Plan | - | 77 | $6,831,267 | $403,894 | $5,245iApproximate average salary by contribution assumption: employee only about $131,134 at 4% or $87,423 at 6%; with 50% employer match about $87,423 at 4% or $58,282 at 6%; with 100% employer match about $65,567 at 4% or $43,711 at 6%. |
| 2018 | 1 | 69 | $5,265,785 | $404,630 | $5,864iApproximate average salary by contribution assumption: employee only about $146,605 at 4% or $97,737 at 6%; with 50% employer match about $97,737 at 4% or $65,158 at 6%; with 100% employer match about $73,303 at 4% or $48,868 at 6%. |
| Jeffcoat & Associates, L.P. 401(K) Savings Plan | - | 69 | $5,265,785 | $404,630 | $5,864iApproximate average salary by contribution assumption: employee only about $146,605 at 4% or $97,737 at 6%; with 50% employer match about $97,737 at 4% or $65,158 at 6%; with 100% employer match about $73,303 at 4% or $48,868 at 6%. |
| 2017 | 1 | 74 | $5,787,018 | $347,055 | $4,690iApproximate average salary by contribution assumption: employee only about $117,248 at 4% or $78,166 at 6%; with 50% employer match about $78,166 at 4% or $52,110 at 6%; with 100% employer match about $58,624 at 4% or $39,083 at 6%. |
| Jeffcoat & Associates, L.P. 401(K) Savings Plan | - | 74 | $5,787,018 | $347,055 | $4,690iApproximate average salary by contribution assumption: employee only about $117,248 at 4% or $78,166 at 6%; with 50% employer match about $78,166 at 4% or $52,110 at 6%; with 100% employer match about $58,624 at 4% or $39,083 at 6%. |
| 2016 | 1 | 56 | $4,703,553 | $303,260 | $5,415iApproximate average salary by contribution assumption: employee only about $135,384 at 4% or $90,256 at 6%; with 50% employer match about $90,256 at 4% or $60,171 at 6%; with 100% employer match about $67,692 at 4% or $45,128 at 6%. |
| Jeffcoat & Associates, L.P. 401(K) Savings Plan | - | 56 | $4,703,553 | $303,260 | $5,415iApproximate average salary by contribution assumption: employee only about $135,384 at 4% or $90,256 at 6%; with 50% employer match about $90,256 at 4% or $60,171 at 6%; with 100% employer match about $67,692 at 4% or $45,128 at 6%. |
| 2015 | 1 | 57 | $4,346,913 | $335,256 | $5,882iApproximate average salary by contribution assumption: employee only about $147,042 at 4% or $98,028 at 6%; with 50% employer match about $98,028 at 4% or $65,352 at 6%; with 100% employer match about $73,521 at 4% or $49,014 at 6%. |
| Jeffcoat & Associates, L.P. 401(K) Savings Plan | - | 57 | $4,346,913 | $335,256 | $5,882iApproximate average salary by contribution assumption: employee only about $147,042 at 4% or $98,028 at 6%; with 50% employer match about $98,028 at 4% or $65,352 at 6%; with 100% employer match about $73,521 at 4% or $49,014 at 6%. |
| 2014 | 1 | 68 | $4,324,069 | $351,305 | $5,166iApproximate average salary by contribution assumption: employee only about $129,156 at 4% or $86,104 at 6%; with 50% employer match about $86,104 at 4% or $57,403 at 6%; with 100% employer match about $64,578 at 4% or $43,052 at 6%. |
| Jeffcoat & Associates, L.P. 401(K) Savings Plan | - | 68 | $4,324,069 | $351,305 | $5,166iApproximate average salary by contribution assumption: employee only about $129,156 at 4% or $86,104 at 6%; with 50% employer match about $86,104 at 4% or $57,403 at 6%; with 100% employer match about $64,578 at 4% or $43,052 at 6%. |
| 2013 | 1 | 60 | $4,770,256 | $338,183 | $5,636iApproximate average salary by contribution assumption: employee only about $140,910 at 4% or $93,940 at 6%; with 50% employer match about $93,940 at 4% or $62,626 at 6%; with 100% employer match about $70,455 at 4% or $46,970 at 6%. |
| Jeffcoat & Associates, L.P. 401(K) Savings Plan | - | 60 | $4,770,256 | $338,183 | $5,636iApproximate average salary by contribution assumption: employee only about $140,910 at 4% or $93,940 at 6%; with 50% employer match about $93,940 at 4% or $62,626 at 6%; with 100% employer match about $70,455 at 4% or $46,970 at 6%. |
| 2012 | 1 | 57 | $4,318,645 | $350,649 | $6,152iApproximate average salary by contribution assumption: employee only about $153,793 at 4% or $102,529 at 6%; with 50% employer match about $102,529 at 4% or $68,353 at 6%; with 100% employer match about $76,897 at 4% or $51,264 at 6%. |
| Jeffcoat & Associates, L.P. 401(K) Savings Plan | - | 57 | $4,318,645 | $350,649 | $6,152iApproximate average salary by contribution assumption: employee only about $153,793 at 4% or $102,529 at 6%; with 50% employer match about $102,529 at 4% or $68,353 at 6%; with 100% employer match about $76,897 at 4% or $51,264 at 6%. |
| 2011 | 1 | 71 | $3,646,618 | $359,449 | $5,063iApproximate average salary by contribution assumption: employee only about $126,567 at 4% or $84,378 at 6%; with 50% employer match about $84,378 at 4% or $56,252 at 6%; with 100% employer match about $63,283 at 4% or $42,189 at 6%. |
| Jeffcoat & Associates, L.P. 401(K) Savings Plan | - | 71 | $3,646,618 | $359,449 | $5,063iApproximate average salary by contribution assumption: employee only about $126,567 at 4% or $84,378 at 6%; with 50% employer match about $84,378 at 4% or $56,252 at 6%; with 100% employer match about $63,283 at 4% or $42,189 at 6%. |
| 2010 | 1 | 72 | $3,523,201 | $336,356 | $4,672iApproximate average salary by contribution assumption: employee only about $116,790 at 4% or $77,860 at 6%; with 50% employer match about $77,860 at 4% or $51,907 at 6%; with 100% employer match about $58,395 at 4% or $38,930 at 6%. |
| Jeffcoat & Associates, L.P. 401(K) Savings Plan | - | 72 | $3,523,201 | $336,356 | $4,672iApproximate average salary by contribution assumption: employee only about $116,790 at 4% or $77,860 at 6%; with 50% employer match about $77,860 at 4% or $51,907 at 6%; with 100% employer match about $58,395 at 4% or $38,930 at 6%. |
| 2009 | 1 | 77 | $3,294,835 | $369,220 | $4,795iApproximate average salary by contribution assumption: employee only about $119,877 at 4% or $79,918 at 6%; with 50% employer match about $79,918 at 4% or $53,278 at 6%; with 100% employer match about $59,938 at 4% or $39,959 at 6%. |
| Jeffcoat & Associates, L.P. 401(K) Savings Plan | - | 77 | $3,294,835 | $369,220 | $4,795iApproximate average salary by contribution assumption: employee only about $119,877 at 4% or $79,918 at 6%; with 50% employer match about $79,918 at 4% or $53,278 at 6%; with 100% employer match about $59,938 at 4% or $39,959 at 6%. |
| 2008 | 1 | 73 | $2,506,877 | $296,044 | $4,055iApproximate average salary by contribution assumption: employee only about $101,385 at 4% or $67,590 at 6%; with 50% employer match about $67,590 at 4% or $45,060 at 6%; with 100% employer match about $50,692 at 4% or $33,795 at 6%. |
| Jeffcoat & Associates, L.P. 401(K) Savings Plan | - | 73 | $2,506,877 | $296,044 | $4,055iApproximate average salary by contribution assumption: employee only about $101,385 at 4% or $67,590 at 6%; with 50% employer match about $67,590 at 4% or $45,060 at 6%; with 100% employer match about $50,692 at 4% or $33,795 at 6%. |
| 2007 | 1 | 67 | $3,118,600 | $362,658 | $5,413iApproximate average salary by contribution assumption: employee only about $135,320 at 4% or $90,213 at 6%; with 50% employer match about $90,213 at 4% or $60,142 at 6%; with 100% employer match about $67,660 at 4% or $45,107 at 6%. |
| Jeffcoat & Associates, L.P. 401(K) Savings Plan | - | 67 | $3,118,600 | $362,658 | $5,413iApproximate average salary by contribution assumption: employee only about $135,320 at 4% or $90,213 at 6%; with 50% employer match about $90,213 at 4% or $60,142 at 6%; with 100% employer match about $67,660 at 4% or $45,107 at 6%. |
| 2006 | 1 | 62 | $2,602,034 | $226,971 | $3,661iApproximate average salary by contribution assumption: employee only about $91,521 at 4% or $61,014 at 6%; with 50% employer match about $61,014 at 4% or $40,676 at 6%; with 100% employer match about $45,760 at 4% or $30,507 at 6%. |
| Jeffcoat & Associates, L.P. 401(K) Savings Plan | - | 62 | $2,602,034 | $226,971 | $3,661iApproximate average salary by contribution assumption: employee only about $91,521 at 4% or $61,014 at 6%; with 50% employer match about $61,014 at 4% or $40,676 at 6%; with 100% employer match about $45,760 at 4% or $30,507 at 6%. |
| 2005 | 1 | 52 | $2,247,914 | $157,909 | $3,037iApproximate average salary by contribution assumption: employee only about $75,918 at 4% or $50,612 at 6%; with 50% employer match about $50,612 at 4% or $33,741 at 6%; with 100% employer match about $37,959 at 4% or $25,306 at 6%. |
| Jeffcoat & Associates, L.P. 401(K) Savings Plan | - | 52 | $2,247,914 | $157,909 | $3,037iApproximate average salary by contribution assumption: employee only about $75,918 at 4% or $50,612 at 6%; with 50% employer match about $50,612 at 4% or $33,741 at 6%; with 100% employer match about $37,959 at 4% or $25,306 at 6%. |
| 2004 | 1 | 49 | $2,149,094 | $202,566 | $4,134iApproximate average salary by contribution assumption: employee only about $103,350 at 4% or $68,900 at 6%; with 50% employer match about $68,900 at 4% or $45,933 at 6%; with 100% employer match about $51,675 at 4% or $34,450 at 6%. |
| Jeffcoat & Associates, L.P. 401(K) Savings Plan | - | 49 | $2,149,094 | $202,566 | $4,134iApproximate average salary by contribution assumption: employee only about $103,350 at 4% or $68,900 at 6%; with 50% employer match about $68,900 at 4% or $45,933 at 6%; with 100% employer match about $51,675 at 4% or $34,450 at 6%. |