Civic Intelligence

Andra M. Jeffress

Plan context: Andra M. Jeffress Age-Weighted Profit Sharing Plan

EIN 86-0638717 • Phoenix, AZ • 28 filings • 3 plans

1704 W. Bethany Home RoadPhoenix, AZ 85015
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$4,463,175

2024 Contributions

$69,000

Historical Graphs

Total Assets Over Time

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

$4,463,175$2,231,588$0199920142024YearValue
$4,463,175Latest year 2024

Participants Over Time

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

630199920122024YearValue
6Latest 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
202416$4,463,175$69,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
Andra M. Jeffress Age-Weighted Profit Sharing Plan-6$4,463,175$69,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
202316$3,868,289$66,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Andra M. Jeffress Age-Weighted Profit Sharing Plan-6$3,868,289$66,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
202216$3,392,639$61,000$10,167iApproximate average salary by contribution assumption: employee only about $254,167 at 4% or $169,444 at 6%; with 50% employer match about $169,444 at 4% or $112,963 at 6%; with 100% employer match about $127,083 at 4% or $84,722 at 6%.
Andra M. Jeffress Age-Weighted Profit Sharing Plan-6$3,392,639$61,000$10,167iApproximate average salary by contribution assumption: employee only about $254,167 at 4% or $169,444 at 6%; with 50% employer match about $169,444 at 4% or $112,963 at 6%; with 100% employer match about $127,083 at 4% or $84,722 at 6%.
202116$3,622,955$57,760$9,627iApproximate average salary by contribution assumption: employee only about $240,667 at 4% or $160,444 at 6%; with 50% employer match about $160,444 at 4% or $106,963 at 6%; with 100% employer match about $120,333 at 4% or $80,222 at 6%.
Andra M. Jeffress Age-Weighted Profit Sharing Plan-6$3,622,955$57,760$9,627iApproximate average salary by contribution assumption: employee only about $240,667 at 4% or $160,444 at 6%; with 50% employer match about $160,444 at 4% or $106,963 at 6%; with 100% employer match about $120,333 at 4% or $80,222 at 6%.
202016$3,111,245$57,729$9,622iApproximate average salary by contribution assumption: employee only about $240,538 at 4% or $160,358 at 6%; with 50% employer match about $160,358 at 4% or $106,906 at 6%; with 100% employer match about $120,269 at 4% or $80,179 at 6%.
Andra M. Jeffress Age-Weighted Profit Sharing Plan-6$3,111,245$57,729$9,622iApproximate average salary by contribution assumption: employee only about $240,538 at 4% or $160,358 at 6%; with 50% employer match about $160,358 at 4% or $106,906 at 6%; with 100% employer match about $120,269 at 4% or $80,179 at 6%.
201916$2,748,314$56,977$9,496iApproximate average salary by contribution assumption: employee only about $237,404 at 4% or $158,269 at 6%; with 50% employer match about $158,269 at 4% or $105,513 at 6%; with 100% employer match about $118,702 at 4% or $79,135 at 6%.
Andra M. Jeffress Age-Weighted Profit Sharing Plan-6$2,748,314$56,977$9,496iApproximate average salary by contribution assumption: employee only about $237,404 at 4% or $158,269 at 6%; with 50% employer match about $158,269 at 4% or $105,513 at 6%; with 100% employer match about $118,702 at 4% or $79,135 at 6%.
201816$2,309,483$55,879$9,313iApproximate average salary by contribution assumption: employee only about $232,829 at 4% or $155,219 at 6%; with 50% employer match about $155,219 at 4% or $103,480 at 6%; with 100% employer match about $116,415 at 4% or $77,610 at 6%.
Andra M. Jeffress Age-Weighted Profit Sharing Plan-6$2,309,483$55,879$9,313iApproximate average salary by contribution assumption: employee only about $232,829 at 4% or $155,219 at 6%; with 50% employer match about $155,219 at 4% or $103,480 at 6%; with 100% employer match about $116,415 at 4% or $77,610 at 6%.
201715$2,301,047$54,057$10,811iApproximate average salary by contribution assumption: employee only about $270,285 at 4% or $180,190 at 6%; with 50% employer match about $180,190 at 4% or $120,127 at 6%; with 100% employer match about $135,143 at 4% or $90,095 at 6%.
Andra M. Jeffress Age-Weighted Profit Sharing Plan-5$2,301,047$54,057$10,811iApproximate average salary by contribution assumption: employee only about $270,285 at 4% or $180,190 at 6%; with 50% employer match about $180,190 at 4% or $120,127 at 6%; with 100% employer match about $135,143 at 4% or $90,095 at 6%.
201615$2,066,037$184,706$36,941iApproximate average salary by contribution assumption: employee only about $923,530 at 4% or $615,687 at 6%; with 50% employer match about $615,687 at 4% or $410,458 at 6%; with 100% employer match about $461,765 at 4% or $307,843 at 6%.
Andra M. Jeffress Age-Weighted Profit Sharing Plan-5$2,066,037$184,706$36,941iApproximate average salary by contribution assumption: employee only about $923,530 at 4% or $615,687 at 6%; with 50% employer match about $615,687 at 4% or $410,458 at 6%; with 100% employer match about $461,765 at 4% or $307,843 at 6%.
201515$1,881,331$53,171$10,634iApproximate average salary by contribution assumption: employee only about $265,855 at 4% or $177,237 at 6%; with 50% employer match about $177,237 at 4% or $118,158 at 6%; with 100% employer match about $132,928 at 4% or $88,618 at 6%.
Andra M. Jeffress Age-Weighted Profit Sharing Plan-5$1,881,331$53,171$10,634iApproximate average salary by contribution assumption: employee only about $265,855 at 4% or $177,237 at 6%; with 50% employer match about $177,237 at 4% or $118,158 at 6%; with 100% employer match about $132,928 at 4% or $88,618 at 6%.
201415$1,833,838$53,563$10,713iApproximate average salary by contribution assumption: employee only about $267,815 at 4% or $178,543 at 6%; with 50% employer match about $178,543 at 4% or $119,029 at 6%; with 100% employer match about $133,908 at 4% or $89,272 at 6%.
Andra M. Jeffress Age-Weighted Profit Sharing Plan-5$1,833,838$53,563$10,713iApproximate average salary by contribution assumption: employee only about $267,815 at 4% or $178,543 at 6%; with 50% employer match about $178,543 at 4% or $119,029 at 6%; with 100% employer match about $133,908 at 4% or $89,272 at 6%.
201314$1,659,183$51,102$12,776iApproximate average salary by contribution assumption: employee only about $319,388 at 4% or $212,925 at 6%; with 50% employer match about $212,925 at 4% or $141,950 at 6%; with 100% employer match about $159,694 at 4% or $106,463 at 6%.
Andra M. Jeffress Age-Weighted Profit Sharing Plan-4$1,659,183$51,102$12,776iApproximate average salary by contribution assumption: employee only about $319,388 at 4% or $212,925 at 6%; with 50% employer match about $212,925 at 4% or $141,950 at 6%; with 100% employer match about $159,694 at 4% or $106,463 at 6%.
201214$1,476,510$50,894$12,724iApproximate average salary by contribution assumption: employee only about $318,088 at 4% or $212,058 at 6%; with 50% employer match about $212,058 at 4% or $141,372 at 6%; with 100% employer match about $159,044 at 4% or $106,029 at 6%.
Andra M. Jeffress Age-Weighted Profit Sharing Plan-4$1,476,510$50,894$12,724iApproximate average salary by contribution assumption: employee only about $318,088 at 4% or $212,058 at 6%; with 50% employer match about $212,058 at 4% or $141,372 at 6%; with 100% employer match about $159,044 at 4% or $106,029 at 6%.
201114$1,358,304$49,769$12,442iApproximate average salary by contribution assumption: employee only about $311,056 at 4% or $207,371 at 6%; with 50% employer match about $207,371 at 4% or $138,247 at 6%; with 100% employer match about $155,528 at 4% or $103,685 at 6%.
Andra M. Jeffress Age-Weighted Profit Sharing Plan-4$1,358,304$49,769$12,442iApproximate average salary by contribution assumption: employee only about $311,056 at 4% or $207,371 at 6%; with 50% employer match about $207,371 at 4% or $138,247 at 6%; with 100% employer match about $155,528 at 4% or $103,685 at 6%.
201014$1,271,705$50,441$12,610iApproximate average salary by contribution assumption: employee only about $315,256 at 4% or $210,171 at 6%; with 50% employer match about $210,171 at 4% or $140,114 at 6%; with 100% employer match about $157,628 at 4% or $105,085 at 6%.
Andra M. Jeffress Age-Weighted Profit Sharing Plan-4$1,271,705$50,441$12,610iApproximate average salary by contribution assumption: employee only about $315,256 at 4% or $210,171 at 6%; with 50% employer match about $210,171 at 4% or $140,114 at 6%; with 100% employer match about $157,628 at 4% or $105,085 at 6%.
200914$1,154,364$50,656$12,664iApproximate average salary by contribution assumption: employee only about $316,600 at 4% or $211,067 at 6%; with 50% employer match about $211,067 at 4% or $140,711 at 6%; with 100% employer match about $158,300 at 4% or $105,533 at 6%.
Andra M. Jeffress Age-Weighted Profit Sharing Plan-4$1,154,364$50,656$12,664iApproximate average salary by contribution assumption: employee only about $316,600 at 4% or $211,067 at 6%; with 50% employer match about $211,067 at 4% or $140,711 at 6%; with 100% employer match about $158,300 at 4% or $105,533 at 6%.
200813$0$0-
Andra M. Jeffress Age-Weighted Profit Sharing Plan-3---
200710$0$0-
Andra M. Jeffress Age-Weighted Profit Sharing Plan-0---
200611$942,755$44,309$44,309iApproximate average salary by contribution assumption: employee only about $1,107,725 at 4% or $738,483 at 6%; with 50% employer match about $738,483 at 4% or $492,322 at 6%; with 100% employer match about $553,863 at 4% or $369,242 at 6%.
Andra M. Jeffress Age-Weighted Profit Sharing Plan-1$942,755$44,309$44,309iApproximate average salary by contribution assumption: employee only about $1,107,725 at 4% or $738,483 at 6%; with 50% employer match about $738,483 at 4% or $492,322 at 6%; with 100% employer match about $553,863 at 4% or $369,242 at 6%.
200511$819,294$36,976$36,976iApproximate average salary by contribution assumption: employee only about $924,400 at 4% or $616,267 at 6%; with 50% employer match about $616,267 at 4% or $410,844 at 6%; with 100% employer match about $462,200 at 4% or $308,133 at 6%.
Andra M. Jeffress Age-Weighted Profit Sharing Plan-1$819,294$36,976$36,976iApproximate average salary by contribution assumption: employee only about $924,400 at 4% or $616,267 at 6%; with 50% employer match about $616,267 at 4% or $410,844 at 6%; with 100% employer match about $462,200 at 4% or $308,133 at 6%.
200411$759,345$44,647$44,647iApproximate average salary by contribution assumption: employee only about $1,116,175 at 4% or $744,117 at 6%; with 50% employer match about $744,117 at 4% or $496,078 at 6%; with 100% employer match about $558,088 at 4% or $372,058 at 6%.
Andra M. Jeffress Age-Weighted Profit Sharing Plan-1$759,345$44,647$44,647iApproximate average salary by contribution assumption: employee only about $1,116,175 at 4% or $744,117 at 6%; with 50% employer match about $744,117 at 4% or $496,078 at 6%; with 100% employer match about $558,088 at 4% or $372,058 at 6%.
200311$678,829$40,273$40,273iApproximate average salary by contribution assumption: employee only about $1,006,825 at 4% or $671,217 at 6%; with 50% employer match about $671,217 at 4% or $447,478 at 6%; with 100% employer match about $503,413 at 4% or $335,608 at 6%.
Andra M. Jeffress Age-Weighted Profit Sharing Plan-1$678,829$40,273$40,273iApproximate average salary by contribution assumption: employee only about $1,006,825 at 4% or $671,217 at 6%; with 50% employer match about $671,217 at 4% or $447,478 at 6%; with 100% employer match about $503,413 at 4% or $335,608 at 6%.
200212$0$0-
Andra M. Jeffress Age-Weighted Profit Sharing Plan-2---
200113$0$0-
Andra M. Jeffress Age-Weighted Profit Sharing Plan-3---
200023$0$0-
Andra M. Jeffress Age-Weighted Profit Sharing Plan-3---
Andra M. Jeffress Money Purchase Plan-0---
199922$495,929$26,146$13,073iApproximate average salary by contribution assumption: employee only about $326,825 at 4% or $217,883 at 6%; with 50% employer match about $217,883 at 4% or $145,256 at 6%; with 100% employer match about $163,413 at 4% or $108,942 at 6%.
Andra M. Jeffress Age-Weighted Profit Sharing Plan-2$308,902$26,146$13,073iApproximate average salary by contribution assumption: employee only about $326,825 at 4% or $217,883 at 6%; with 50% employer match about $217,883 at 4% or $145,256 at 6%; with 100% employer match about $163,413 at 4% or $108,942 at 6%.
Andra M. Jeffress Money Purchase Plan-2$187,027--
Andra M. Jeffress | EIN 86-0638717 | 2024 Form 5500 Company Profile