Civic Intelligence

Jortberg Associates

Plan context: Jortberg Associates Profit Sharing Plan

EIN 04-2726759 • 5 filings • 1 plans

Current Snapshot

Latest Year

2003

2003 Participants

2

2003 Assets

$83,300

2003 Contributions

$14,662

Historical Graphs

Total Assets Over Time

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

$125,025$62,513$0199920002002YearValue
$83,300Latest year 2002

Participants Over Time

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

420199920012002YearValue
2Latest year 2002

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
200310$0$0-
Jortberg Associates Profit Sharing Plan-0---
200212$83,300$0-
Jortberg Associates Profit Sharing Plan-2$83,300--
200112$0$0-
Jortberg Associates Profit Sharing Plan-2---
200014$111,470$14,662$3,666iApproximate average salary by contribution assumption: employee only about $91,638 at 4% or $61,092 at 6%; with 50% employer match about $61,092 at 4% or $40,728 at 6%; with 100% employer match about $45,819 at 4% or $30,546 at 6%.
Jortberg Associates Profit Sharing Plan-4$111,470$14,662$3,666iApproximate average salary by contribution assumption: employee only about $91,638 at 4% or $61,092 at 6%; with 50% employer match about $61,092 at 4% or $40,728 at 6%; with 100% employer match about $45,819 at 4% or $30,546 at 6%.
199914$125,025$24,303$6,076iApproximate average salary by contribution assumption: employee only about $151,894 at 4% or $101,263 at 6%; with 50% employer match about $101,263 at 4% or $67,508 at 6%; with 100% employer match about $75,947 at 4% or $50,631 at 6%.
Jortberg Associates Profit Sharing Plan-4$125,025$24,303$6,076iApproximate average salary by contribution assumption: employee only about $151,894 at 4% or $101,263 at 6%; with 50% employer match about $101,263 at 4% or $67,508 at 6%; with 100% employer match about $75,947 at 4% or $50,631 at 6%.