Civic Intelligence

Jacobson & Schmitt Advisors LLC

Plan context: Jacobson & Schmitt Advisors LLC 401(K) Profit Sharing Plan

EIN 20-4081798 • Middleton, WI • 16 filings • 1 plans

8333 Greenway Blvd.Suite 330Middleton, WI 53562
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$2,933,087

2024 Contributions

$238,593

Historical Graphs

Total Assets Over Time

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

$2,933,087$1,466,544$0200920172024YearValue
$2,933,087Latest year 2024

Participants Over Time

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

1680200920172024YearValue
16Latest 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
2024116$2,933,087$238,593$14,912iApproximate average salary by contribution assumption: employee only about $372,802 at 4% or $248,534 at 6%; with 50% employer match about $248,534 at 4% or $165,690 at 6%; with 100% employer match about $186,401 at 4% or $124,267 at 6%.
Jacobson & Schmitt Advisors LLC 401(K) Profit Sharing Plan-16$2,933,087$238,593$14,912iApproximate average salary by contribution assumption: employee only about $372,802 at 4% or $248,534 at 6%; with 50% employer match about $248,534 at 4% or $165,690 at 6%; with 100% employer match about $186,401 at 4% or $124,267 at 6%.
2023114$2,321,350$180,096$12,864iApproximate average salary by contribution assumption: employee only about $321,600 at 4% or $214,400 at 6%; with 50% employer match about $214,400 at 4% or $142,933 at 6%; with 100% employer match about $160,800 at 4% or $107,200 at 6%.
Jacobson & Schmitt Advisors LLC 401(K) Profit Sharing Plan-14$2,321,350$180,096$12,864iApproximate average salary by contribution assumption: employee only about $321,600 at 4% or $214,400 at 6%; with 50% employer match about $214,400 at 4% or $142,933 at 6%; with 100% employer match about $160,800 at 4% or $107,200 at 6%.
2022112$1,647,181$99,108$8,259iApproximate average salary by contribution assumption: employee only about $206,475 at 4% or $137,650 at 6%; with 50% employer match about $137,650 at 4% or $91,767 at 6%; with 100% employer match about $103,238 at 4% or $68,825 at 6%.
Jacobson & Schmitt Advisors LLC 401(K) Profit Sharing Plan-12$1,647,181$99,108$8,259iApproximate average salary by contribution assumption: employee only about $206,475 at 4% or $137,650 at 6%; with 50% employer match about $137,650 at 4% or $91,767 at 6%; with 100% employer match about $103,238 at 4% or $68,825 at 6%.
2021112$1,828,842$136,855$11,405iApproximate average salary by contribution assumption: employee only about $285,115 at 4% or $190,076 at 6%; with 50% employer match about $190,076 at 4% or $126,718 at 6%; with 100% employer match about $142,557 at 4% or $95,038 at 6%.
Jacobson & Schmitt Advisors LLC 401(K) Profit Sharing Plan-12$1,828,842$136,855$11,405iApproximate average salary by contribution assumption: employee only about $285,115 at 4% or $190,076 at 6%; with 50% employer match about $190,076 at 4% or $126,718 at 6%; with 100% employer match about $142,557 at 4% or $95,038 at 6%.
202018$1,349,287$126,393$15,799iApproximate average salary by contribution assumption: employee only about $394,978 at 4% or $263,319 at 6%; with 50% employer match about $263,319 at 4% or $175,546 at 6%; with 100% employer match about $197,489 at 4% or $131,659 at 6%.
Jacobson & Schmitt Advisors LLC 401(K) Profit Sharing Plan-8$1,349,287$126,393$15,799iApproximate average salary by contribution assumption: employee only about $394,978 at 4% or $263,319 at 6%; with 50% employer match about $263,319 at 4% or $175,546 at 6%; with 100% employer match about $197,489 at 4% or $131,659 at 6%.
201918$1,515,432$75,850$9,481iApproximate average salary by contribution assumption: employee only about $237,031 at 4% or $158,021 at 6%; with 50% employer match about $158,021 at 4% or $105,347 at 6%; with 100% employer match about $118,516 at 4% or $79,010 at 6%.
Jacobson & Schmitt Advisors LLC 401(K) Profit Sharing Plan-8$1,515,432$75,850$9,481iApproximate average salary by contribution assumption: employee only about $237,031 at 4% or $158,021 at 6%; with 50% employer match about $158,021 at 4% or $105,347 at 6%; with 100% employer match about $118,516 at 4% or $79,010 at 6%.
201817$1,073,074$99,240$14,177iApproximate average salary by contribution assumption: employee only about $354,429 at 4% or $236,286 at 6%; with 50% employer match about $236,286 at 4% or $157,524 at 6%; with 100% employer match about $177,214 at 4% or $118,143 at 6%.
Jacobson & Schmitt Advisors LLC 401(K) Profit Sharing Plan-7$1,073,074$99,240$14,177iApproximate average salary by contribution assumption: employee only about $354,429 at 4% or $236,286 at 6%; with 50% employer match about $236,286 at 4% or $157,524 at 6%; with 100% employer match about $177,214 at 4% or $118,143 at 6%.
201716$998,119$96,960$16,160iApproximate average salary by contribution assumption: employee only about $404,000 at 4% or $269,333 at 6%; with 50% employer match about $269,333 at 4% or $179,556 at 6%; with 100% employer match about $202,000 at 4% or $134,667 at 6%.
Jacobson & Schmitt Advisors LLC 401(K) Profit Sharing Plan-6$998,119$96,960$16,160iApproximate average salary by contribution assumption: employee only about $404,000 at 4% or $269,333 at 6%; with 50% employer match about $269,333 at 4% or $179,556 at 6%; with 100% employer match about $202,000 at 4% or $134,667 at 6%.
201616$793,238$87,819$14,637iApproximate average salary by contribution assumption: employee only about $365,913 at 4% or $243,942 at 6%; with 50% employer match about $243,942 at 4% or $162,628 at 6%; with 100% employer match about $182,956 at 4% or $121,971 at 6%.
Jacobson & Schmitt Advisors LLC 401(K) Profit Sharing Plan-6$793,238$87,819$14,637iApproximate average salary by contribution assumption: employee only about $365,913 at 4% or $243,942 at 6%; with 50% employer match about $243,942 at 4% or $162,628 at 6%; with 100% employer match about $182,956 at 4% or $121,971 at 6%.
201515$668,588$101,458$20,292iApproximate average salary by contribution assumption: employee only about $507,290 at 4% or $338,193 at 6%; with 50% employer match about $338,193 at 4% or $225,462 at 6%; with 100% employer match about $253,645 at 4% or $169,097 at 6%.
Jacobson & Schmitt Advisors LLC 401(K) Profit Sharing Plan-5$668,588$101,458$20,292iApproximate average salary by contribution assumption: employee only about $507,290 at 4% or $338,193 at 6%; with 50% employer match about $338,193 at 4% or $225,462 at 6%; with 100% employer match about $253,645 at 4% or $169,097 at 6%.
201414$558,209$119,062$29,766iApproximate average salary by contribution assumption: employee only about $744,138 at 4% or $496,092 at 6%; with 50% employer match about $496,092 at 4% or $330,728 at 6%; with 100% employer match about $372,069 at 4% or $248,046 at 6%.
Jacobson & Schmitt Advisors LLC 401(K) Profit Sharing Plan-4$558,209$119,062$29,766iApproximate average salary by contribution assumption: employee only about $744,138 at 4% or $496,092 at 6%; with 50% employer match about $496,092 at 4% or $330,728 at 6%; with 100% employer match about $372,069 at 4% or $248,046 at 6%.
201315$434,255$110,951$22,190iApproximate average salary by contribution assumption: employee only about $554,755 at 4% or $369,837 at 6%; with 50% employer match about $369,837 at 4% or $246,558 at 6%; with 100% employer match about $277,378 at 4% or $184,918 at 6%.
Jacobson & Schmitt Advisors LLC 401(K) Profit Sharing Plan-5$434,255$110,951$22,190iApproximate average salary by contribution assumption: employee only about $554,755 at 4% or $369,837 at 6%; with 50% employer match about $369,837 at 4% or $246,558 at 6%; with 100% employer match about $277,378 at 4% or $184,918 at 6%.
201214$265,934$110,753$27,688iApproximate average salary by contribution assumption: employee only about $692,206 at 4% or $461,471 at 6%; with 50% employer match about $461,471 at 4% or $307,647 at 6%; with 100% employer match about $346,103 at 4% or $230,735 at 6%.
Jacobson & Schmitt Advisors LLC 401(K) Profit Sharing Plan-4$265,934$110,753$27,688iApproximate average salary by contribution assumption: employee only about $692,206 at 4% or $461,471 at 6%; with 50% employer match about $461,471 at 4% or $307,647 at 6%; with 100% employer match about $346,103 at 4% or $230,735 at 6%.
201114$139,956$68,289$17,072iApproximate average salary by contribution assumption: employee only about $426,806 at 4% or $284,538 at 6%; with 50% employer match about $284,538 at 4% or $189,692 at 6%; with 100% employer match about $213,403 at 4% or $142,269 at 6%.
Jacobson & Schmitt Advisors LLC 401(K) Profit Sharing Plan-4$139,956$68,289$17,072iApproximate average salary by contribution assumption: employee only about $426,806 at 4% or $284,538 at 6%; with 50% employer match about $284,538 at 4% or $189,692 at 6%; with 100% employer match about $213,403 at 4% or $142,269 at 6%.
201014$76,378$50,334$12,584iApproximate average salary by contribution assumption: employee only about $314,588 at 4% or $209,725 at 6%; with 50% employer match about $209,725 at 4% or $139,817 at 6%; with 100% employer match about $157,294 at 4% or $104,863 at 6%.
Jacobson & Schmitt Advisors LLC 401(K) Profit Sharing Plan-4$76,378$50,334$12,584iApproximate average salary by contribution assumption: employee only about $314,588 at 4% or $209,725 at 6%; with 50% employer match about $209,725 at 4% or $139,817 at 6%; with 100% employer match about $157,294 at 4% or $104,863 at 6%.
200914$18,133$18,192$4,548iApproximate average salary by contribution assumption: employee only about $113,700 at 4% or $75,800 at 6%; with 50% employer match about $75,800 at 4% or $50,533 at 6%; with 100% employer match about $56,850 at 4% or $37,900 at 6%.
Jacobson & Schmitt Advisors LLC 401(K) Profit Sharing Plan-4$18,133$18,192$4,548iApproximate average salary by contribution assumption: employee only about $113,700 at 4% or $75,800 at 6%; with 50% employer match about $75,800 at 4% or $50,533 at 6%; with 100% employer match about $56,850 at 4% or $37,900 at 6%.