The Jeffries Family Office, LLC
Ohio
Ohio
Registered In
01/12/2006
Incorp. Date
Company Summary
The Jeffries Family Office, LLC in Ohio lists Steven R. Berger as the associate.
- Registered In
- Ohio
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- A
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- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Corporation Service Company
Registered Agent
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3366 RIVERSIDE DR STE 103, UPPER ARLINGTON, OH 43221
(View Past Addresses)
|
|
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Steven R. Berger
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Financial Information for The Jeffries Family Office, LLC
Form 5500
THE JEFFRIES FAMILY OFFICE LLC
3000 E Main ST Suite B367, Columbus, Oh 43209 (614) 458-1630 EIN:20-4133428 Plan Admin:Gavin Derryberry| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTHE JEFFRIES FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$468,984 / $581,313 | 2023 | THE JEFFRIES FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 7 / 7 | $468,984 / $581,313 |
| 2022 | Plan NameTHE JEFFRIES FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$659,666 / $468,984 | 2022 | THE JEFFRIES FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 8 / 7 | $659,666 / $468,984 |
| 2021 | Plan NameTHE JEFFRIES FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$575,022 / $659,666 | 2021 | THE JEFFRIES FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 8 / 8 | $575,022 / $659,666 |
| 2020 | Plan NameTHE JEFFRIES FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$571,630 / $575,022 | 2020 | THE JEFFRIES FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 8 / 8 | $571,630 / $575,022 |
| 2019 | Plan NameTHE JEFFRIES FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 8 Assets BOY/EOY$534,373 / $571,630 | 2019 | THE JEFFRIES FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 2 / 8 | $534,373 / $571,630 |
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:
Ohio Secretary of State U.S. Department of Labor
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