Civic Intelligence

Bird, Jacobsen & Stevens PC.

Plan context: Bird, Jacobsen & Stevens PC. Employee Savings Plan

EIN 20-3071665 • Rochester, MN • 13 filings • 2 plans

300 Third Ave SE Ste 305Rochester, MN 55904
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$1,961,715

2024 Contributions

$116,316

Historical Graphs

Total Assets Over Time

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

$3,039,544$1,519,772$0200620182024YearValue
$1,961,715Latest year 2024

Participants Over Time

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

1680200620182024YearValue
14Latest 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
2024114$1,961,715$116,316$8,308iApproximate average salary by contribution assumption: employee only about $207,707 at 4% or $138,471 at 6%; with 50% employer match about $138,471 at 4% or $92,314 at 6%; with 100% employer match about $103,854 at 4% or $69,236 at 6%.
Bird, Jacobsen & Stevens PC. Employee Savings Plan-14$1,961,715$116,316$8,308iApproximate average salary by contribution assumption: employee only about $207,707 at 4% or $138,471 at 6%; with 50% employer match about $138,471 at 4% or $92,314 at 6%; with 100% employer match about $103,854 at 4% or $69,236 at 6%.
2023116$1,667,291$140,591$8,787iApproximate average salary by contribution assumption: employee only about $219,673 at 4% or $146,449 at 6%; with 50% employer match about $146,449 at 4% or $97,633 at 6%; with 100% employer match about $109,837 at 4% or $73,224 at 6%.
Bird, Jacobsen & Stevens PC. Employee Savings Plan-16$1,667,291$140,591$8,787iApproximate average salary by contribution assumption: employee only about $219,673 at 4% or $146,449 at 6%; with 50% employer match about $146,449 at 4% or $97,633 at 6%; with 100% employer match about $109,837 at 4% or $73,224 at 6%.
2022115$1,357,212$89,595$5,973iApproximate average salary by contribution assumption: employee only about $149,325 at 4% or $99,550 at 6%; with 50% employer match about $99,550 at 4% or $66,367 at 6%; with 100% employer match about $74,663 at 4% or $49,775 at 6%.
Bird, Jacobsen & Stevens PC. Employee Savings Plan-15$1,357,212$89,595$5,973iApproximate average salary by contribution assumption: employee only about $149,325 at 4% or $99,550 at 6%; with 50% employer match about $99,550 at 4% or $66,367 at 6%; with 100% employer match about $74,663 at 4% or $49,775 at 6%.
2021116$1,741,672$63,936$3,996iApproximate average salary by contribution assumption: employee only about $99,900 at 4% or $66,600 at 6%; with 50% employer match about $66,600 at 4% or $44,400 at 6%; with 100% employer match about $49,950 at 4% or $33,300 at 6%.
Bird, Jacobsen & Stevens PC. Employee Savings Plan-16$1,741,672$63,936$3,996iApproximate average salary by contribution assumption: employee only about $99,900 at 4% or $66,600 at 6%; with 50% employer match about $66,600 at 4% or $44,400 at 6%; with 100% employer match about $49,950 at 4% or $33,300 at 6%.
2020116$2,220,346$168,064$10,504iApproximate average salary by contribution assumption: employee only about $262,600 at 4% or $175,067 at 6%; with 50% employer match about $175,067 at 4% or $116,711 at 6%; with 100% employer match about $131,300 at 4% or $87,533 at 6%.
Bird, Jacobsen & Stevens PC. Employee Savings Plan-16$2,220,346$168,064$10,504iApproximate average salary by contribution assumption: employee only about $262,600 at 4% or $175,067 at 6%; with 50% employer match about $175,067 at 4% or $116,711 at 6%; with 100% employer match about $131,300 at 4% or $87,533 at 6%.
2019115$3,039,544$98,772$6,585iApproximate average salary by contribution assumption: employee only about $164,620 at 4% or $109,747 at 6%; with 50% employer match about $109,747 at 4% or $73,164 at 6%; with 100% employer match about $82,310 at 4% or $54,873 at 6%.
Bird, Jacobsen & Stevens PC. Employee Savings Plan-15$3,039,544$98,772$6,585iApproximate average salary by contribution assumption: employee only about $164,620 at 4% or $109,747 at 6%; with 50% employer match about $109,747 at 4% or $73,164 at 6%; with 100% employer match about $82,310 at 4% or $54,873 at 6%.
2018114$2,431,024$66,518$4,751iApproximate average salary by contribution assumption: employee only about $118,782 at 4% or $79,188 at 6%; with 50% employer match about $79,188 at 4% or $52,792 at 6%; with 100% employer match about $59,391 at 4% or $39,594 at 6%.
Bird, Jacobsen & Stevens PC. Employee Savings Plan-14$2,431,024$66,518$4,751iApproximate average salary by contribution assumption: employee only about $118,782 at 4% or $79,188 at 6%; with 50% employer match about $79,188 at 4% or $52,792 at 6%; with 100% employer match about $59,391 at 4% or $39,594 at 6%.
2017115$2,607,880$147,799$9,853iApproximate average salary by contribution assumption: employee only about $246,332 at 4% or $164,221 at 6%; with 50% employer match about $164,221 at 4% or $109,481 at 6%; with 100% employer match about $123,166 at 4% or $82,111 at 6%.
Bird, Jacobsen & Stevens PC. Employee Savings Plan-15$2,607,880$147,799$9,853iApproximate average salary by contribution assumption: employee only about $246,332 at 4% or $164,221 at 6%; with 50% employer match about $164,221 at 4% or $109,481 at 6%; with 100% employer match about $123,166 at 4% or $82,111 at 6%.
2016113$2,044,731$209,506$16,116iApproximate average salary by contribution assumption: employee only about $402,896 at 4% or $268,597 at 6%; with 50% employer match about $268,597 at 4% or $179,065 at 6%; with 100% employer match about $201,448 at 4% or $134,299 at 6%.
Bird, Jacobsen & Stevens PC. Employee Savings Plan-13$2,044,731$209,506$16,116iApproximate average salary by contribution assumption: employee only about $402,896 at 4% or $268,597 at 6%; with 50% employer match about $268,597 at 4% or $179,065 at 6%; with 100% employer match about $201,448 at 4% or $134,299 at 6%.
2015112$1,674,442$139,408$11,617iApproximate average salary by contribution assumption: employee only about $290,433 at 4% or $193,622 at 6%; with 50% employer match about $193,622 at 4% or $129,081 at 6%; with 100% employer match about $145,217 at 4% or $96,811 at 6%.
Bird, Jacobsen & Stevens PC. Employee Savings Plan-12$1,674,442$139,408$11,617iApproximate average salary by contribution assumption: employee only about $290,433 at 4% or $193,622 at 6%; with 50% employer match about $193,622 at 4% or $129,081 at 6%; with 100% employer match about $145,217 at 4% or $96,811 at 6%.
2014111$1,561,481$104,780$9,525iApproximate average salary by contribution assumption: employee only about $238,136 at 4% or $158,758 at 6%; with 50% employer match about $158,758 at 4% or $105,838 at 6%; with 100% employer match about $119,068 at 4% or $79,379 at 6%.
Bird, Jacobsen & Stevens PC. Employee Savings Plan-11$1,561,481$104,780$9,525iApproximate average salary by contribution assumption: employee only about $238,136 at 4% or $158,758 at 6%; with 50% employer match about $158,758 at 4% or $105,838 at 6%; with 100% employer match about $119,068 at 4% or $79,379 at 6%.
2013110$1,410,444$56,147$5,615iApproximate average salary by contribution assumption: employee only about $140,368 at 4% or $93,578 at 6%; with 50% employer match about $93,578 at 4% or $62,386 at 6%; with 100% employer match about $70,184 at 4% or $46,789 at 6%.
Bird, Jacobsen & Stevens PC. Employee Savings Plan-10$1,410,444$56,147$5,615iApproximate average salary by contribution assumption: employee only about $140,368 at 4% or $93,578 at 6%; with 50% employer match about $93,578 at 4% or $62,386 at 6%; with 100% employer match about $70,184 at 4% or $46,789 at 6%.
200618$962,810$25,620$3,203iApproximate average salary by contribution assumption: employee only about $80,063 at 4% or $53,375 at 6%; with 50% employer match about $53,375 at 4% or $35,583 at 6%; with 100% employer match about $40,031 at 4% or $26,688 at 6%.
Bird, Jacobsen & Stevens PC. Employee Savings Plan-8$962,810$25,620$3,203iApproximate average salary by contribution assumption: employee only about $80,063 at 4% or $53,375 at 6%; with 50% employer match about $53,375 at 4% or $35,583 at 6%; with 100% employer match about $40,031 at 4% or $26,688 at 6%.