Civic Intelligence

JEFFREY MANAGEMENT COMPANY

Plan context: JEFFREY MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN & TRUST

EIN 93-3316806 • Columbus, OH • 2 filings • 1 plans

140 E Town St Ste 1400Columbus, OH 43215-5114
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$3,485,283

2025 Contributions

$455,116

Historical Graphs

Total Assets Over Time

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

$3,485,283$1,742,642$020242025YearValue
$3,485,283Latest year 2025

Participants Over Time

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

95020242025YearValue
9Latest 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
202519$3,485,283$455,116$50,568iApproximate average salary by contribution assumption: employee only about $1,264,211 at 4% or $842,807 at 6%; with 50% employer match about $842,807 at 4% or $561,872 at 6%; with 100% employer match about $632,106 at 4% or $421,404 at 6%.
JEFFREY MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN & TRUST-9$3,485,283$455,116$50,568iApproximate average salary by contribution assumption: employee only about $1,264,211 at 4% or $842,807 at 6%; with 50% employer match about $842,807 at 4% or $561,872 at 6%; with 100% employer match about $632,106 at 4% or $421,404 at 6%.
202419$2,660,060$497,662$55,296iApproximate average salary by contribution assumption: employee only about $1,382,394 at 4% or $921,596 at 6%; with 50% employer match about $921,596 at 4% or $614,398 at 6%; with 100% employer match about $691,197 at 4% or $460,798 at 6%.
JEFFREY MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN & TRUST-9$2,660,060$497,662$55,296iApproximate average salary by contribution assumption: employee only about $1,382,394 at 4% or $921,596 at 6%; with 50% employer match about $921,596 at 4% or $614,398 at 6%; with 100% employer match about $691,197 at 4% or $460,798 at 6%.