Civic Intelligence

Lisa Jackson LLC

Plan context: Lisa Jackson LLC 401(K) Profit Sharing Plan

EIN 20-5366452 • Lake Oswego, OR • 34 filings • 3 plans

4314 Lakeview Blvd.Lake Oswego, OR 97035
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$4,253,546

2025 Contributions

$122,142

Historical Graphs

Total Assets Over Time

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

$5,420,504$2,710,252$0200620162025YearValue
$4,253,546Latest year 2025

Participants Over Time

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

630200620162025YearValue
2Latest 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
202512$4,253,546$122,142$61,071iApproximate average salary by contribution assumption: employee only about $1,526,775 at 4% or $1,017,850 at 6%; with 50% employer match about $1,017,850 at 4% or $678,567 at 6%; with 100% employer match about $763,388 at 4% or $508,925 at 6%.
Lisa Jackson LLC 401(K) Profit Sharing Plan-2$4,253,546$122,142$61,071iApproximate average salary by contribution assumption: employee only about $1,526,775 at 4% or $1,017,850 at 6%; with 50% employer match about $1,017,850 at 4% or $678,567 at 6%; with 100% employer match about $763,388 at 4% or $508,925 at 6%.
202412$3,043,383$125,597$62,799iApproximate average salary by contribution assumption: employee only about $1,569,963 at 4% or $1,046,642 at 6%; with 50% employer match about $1,046,642 at 4% or $697,761 at 6%; with 100% employer match about $784,981 at 4% or $523,321 at 6%.
Lisa Jackson LLC 401(K) Profit Sharing Plan-2$3,043,383$125,597$62,799iApproximate average salary by contribution assumption: employee only about $1,569,963 at 4% or $1,046,642 at 6%; with 50% employer match about $1,046,642 at 4% or $697,761 at 6%; with 100% employer match about $784,981 at 4% or $523,321 at 6%.
202312$2,273,596$116,062$58,031iApproximate average salary by contribution assumption: employee only about $1,450,775 at 4% or $967,183 at 6%; with 50% employer match about $967,183 at 4% or $644,789 at 6%; with 100% employer match about $725,388 at 4% or $483,592 at 6%.
Lisa Jackson LLC 401(K) Profit Sharing Plan-2$2,273,596$116,062$58,031iApproximate average salary by contribution assumption: employee only about $1,450,775 at 4% or $967,183 at 6%; with 50% employer match about $967,183 at 4% or $644,789 at 6%; with 100% employer match about $725,388 at 4% or $483,592 at 6%.
202212$1,526,523$106,919$53,460iApproximate average salary by contribution assumption: employee only about $1,336,488 at 4% or $890,992 at 6%; with 50% employer match about $890,992 at 4% or $593,994 at 6%; with 100% employer match about $668,244 at 4% or $445,496 at 6%.
Lisa Jackson LLC 401(K) Profit Sharing Plan-2$1,526,523$106,919$53,460iApproximate average salary by contribution assumption: employee only about $1,336,488 at 4% or $890,992 at 6%; with 50% employer match about $890,992 at 4% or $593,994 at 6%; with 100% employer match about $668,244 at 4% or $445,496 at 6%.
202112$2,061,774$102,800$51,400iApproximate average salary by contribution assumption: employee only about $1,285,000 at 4% or $856,667 at 6%; with 50% employer match about $856,667 at 4% or $571,111 at 6%; with 100% employer match about $642,500 at 4% or $428,333 at 6%.
Lisa Jackson LLC 401(K) Profit Sharing Plan-2$2,061,774$102,800$51,400iApproximate average salary by contribution assumption: employee only about $1,285,000 at 4% or $856,667 at 6%; with 50% employer match about $856,667 at 4% or $571,111 at 6%; with 100% employer match about $642,500 at 4% or $428,333 at 6%.
202012$2,201,280$100,486$50,243iApproximate average salary by contribution assumption: employee only about $1,256,075 at 4% or $837,383 at 6%; with 50% employer match about $837,383 at 4% or $558,256 at 6%; with 100% employer match about $628,038 at 4% or $418,692 at 6%.
Lisa Jackson LLC 401(K) Profit Sharing Plan-2$2,201,280$100,486$50,243iApproximate average salary by contribution assumption: employee only about $1,256,075 at 4% or $837,383 at 6%; with 50% employer match about $837,383 at 4% or $558,256 at 6%; with 100% employer match about $628,038 at 4% or $418,692 at 6%.
201923$1,787,668$62,061$20,687iApproximate average salary by contribution assumption: employee only about $517,175 at 4% or $344,783 at 6%; with 50% employer match about $344,783 at 4% or $229,856 at 6%; with 100% employer match about $258,588 at 4% or $172,392 at 6%.
Lisa Jackson LLC 401(K) Profit Sharing Plan-3$1,787,668$62,061$20,687iApproximate average salary by contribution assumption: employee only about $517,175 at 4% or $344,783 at 6%; with 50% employer match about $344,783 at 4% or $229,856 at 6%; with 100% employer match about $258,588 at 4% or $172,392 at 6%.
Lisa Jackson LLC Defined Benefit Pension Plan-0$0$0-
201823$5,030,116$298,690$99,563iApproximate average salary by contribution assumption: employee only about $2,489,083 at 4% or $1,659,389 at 6%; with 50% employer match about $1,659,389 at 4% or $1,106,259 at 6%; with 100% employer match about $1,244,542 at 4% or $829,694 at 6%.
Lisa Jackson LLC Defined Benefit Pension Plan-3$3,692,230$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Lisa Jackson LLC 401(K) Profit Sharing Plan-3$1,337,886$98,690$32,897iApproximate average salary by contribution assumption: employee only about $822,417 at 4% or $548,278 at 6%; with 50% employer match about $548,278 at 4% or $365,519 at 6%; with 100% employer match about $411,208 at 4% or $274,139 at 6%.
201723$5,420,504$297,276$99,092iApproximate average salary by contribution assumption: employee only about $2,477,300 at 4% or $1,651,533 at 6%; with 50% employer match about $1,651,533 at 4% or $1,101,022 at 6%; with 100% employer match about $1,238,650 at 4% or $825,767 at 6%.
Lisa Jackson LLC Defined Benefit Pension Plan-3$4,052,162$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Lisa Jackson LLC 401(K) Profit Sharing Plan-3$1,368,342$97,276$32,425iApproximate average salary by contribution assumption: employee only about $810,633 at 4% or $540,422 at 6%; with 50% employer match about $540,422 at 4% or $360,281 at 6%; with 100% employer match about $405,317 at 4% or $270,211 at 6%.
201623$4,486,278$295,394$98,465iApproximate average salary by contribution assumption: employee only about $2,461,617 at 4% or $1,641,078 at 6%; with 50% employer match about $1,641,078 at 4% or $1,094,052 at 6%; with 100% employer match about $1,230,808 at 4% or $820,539 at 6%.
Lisa Jackson LLC Defined Benefit Pension Plan-3$3,360,839$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Lisa Jackson LLC 401(K) Profit Sharing Plan-3$1,125,439$95,394$31,798iApproximate average salary by contribution assumption: employee only about $794,950 at 4% or $529,967 at 6%; with 50% employer match about $529,967 at 4% or $353,311 at 6%; with 100% employer match about $397,475 at 4% or $264,983 at 6%.
201523$4,144,100$201,272$67,091iApproximate average salary by contribution assumption: employee only about $1,677,267 at 4% or $1,118,178 at 6%; with 50% employer match about $1,118,178 at 4% or $745,452 at 6%; with 100% employer match about $838,633 at 4% or $559,089 at 6%.
Lisa Jackson LLC Defined Benefit Pension Plan-3$3,131,039$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Lisa Jackson LLC 401(K) Profit Sharing Plan-3$1,013,061$101,272$33,757iApproximate average salary by contribution assumption: employee only about $843,933 at 4% or $562,622 at 6%; with 50% employer match about $562,622 at 4% or $375,081 at 6%; with 100% employer match about $421,967 at 4% or $281,311 at 6%.
201423$4,434,800$167,545$55,848iApproximate average salary by contribution assumption: employee only about $1,396,208 at 4% or $930,806 at 6%; with 50% employer match about $930,806 at 4% or $620,537 at 6%; with 100% employer match about $698,104 at 4% or $465,403 at 6%.
Lisa Jackson LLC Defined Benefit Pension Plan-3$3,414,075$0-
Lisa Jackson LLC 401(K) Profit Sharing Plan-3$1,020,725$167,545$55,848iApproximate average salary by contribution assumption: employee only about $1,396,208 at 4% or $930,806 at 6%; with 50% employer match about $930,806 at 4% or $620,537 at 6%; with 100% employer match about $698,104 at 4% or $465,403 at 6%.
201326$4,982,176$740,469$123,412iApproximate average salary by contribution assumption: employee only about $3,085,288 at 4% or $2,056,858 at 6%; with 50% employer match about $2,056,858 at 4% or $1,371,239 at 6%; with 100% employer match about $1,542,644 at 4% or $1,028,429 at 6%.
Lisa Jackson LLC Defined Benefit Pension Plan-6$3,671,552$600,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Lisa Jackson LLC 401(K) Profit Sharing Plan-6$1,310,624$140,469$23,412iApproximate average salary by contribution assumption: employee only about $585,288 at 4% or $390,192 at 6%; with 50% employer match about $390,192 at 4% or $260,128 at 6%; with 100% employer match about $292,644 at 4% or $195,096 at 6%.
201226$3,430,091$451,377$75,230iApproximate average salary by contribution assumption: employee only about $1,880,738 at 4% or $1,253,825 at 6%; with 50% employer match about $1,253,825 at 4% or $835,883 at 6%; with 100% employer match about $940,369 at 4% or $626,913 at 6%.
Lisa Jackson LLC Defined Benefit Pension Plan-6$2,468,129$300,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Lisa Jackson LLC 401(K) Profit Sharing Plan-6$961,962$151,377$25,230iApproximate average salary by contribution assumption: employee only about $630,738 at 4% or $420,492 at 6%; with 50% employer match about $420,492 at 4% or $280,328 at 6%; with 100% employer match about $315,369 at 4% or $210,246 at 6%.
201126$2,861,003$413,454$68,909iApproximate average salary by contribution assumption: employee only about $1,722,725 at 4% or $1,148,483 at 6%; with 50% employer match about $1,148,483 at 4% or $765,656 at 6%; with 100% employer match about $861,363 at 4% or $574,242 at 6%.
Lisa Jackson LLC Defined Benefit Pension Plan-6$2,103,003$250,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
Lisa Jackson LLC 401(K) Profit Sharing Plan-6$758,000$163,454$27,242iApproximate average salary by contribution assumption: employee only about $681,058 at 4% or $454,039 at 6%; with 50% employer match about $454,039 at 4% or $302,693 at 6%; with 100% employer match about $340,529 at 4% or $227,019 at 6%.
201026$2,578,981$508,704$84,784iApproximate average salary by contribution assumption: employee only about $2,119,600 at 4% or $1,413,067 at 6%; with 50% employer match about $1,413,067 at 4% or $942,044 at 6%; with 100% employer match about $1,059,800 at 4% or $706,533 at 6%.
Lisa Jackson LLC Defined Benefit Pension Plan-6$1,952,005$350,000$58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%.
Lisa Jackson LLC 401(K) Profit Sharing Plan-6$626,976$158,704$26,451iApproximate average salary by contribution assumption: employee only about $661,267 at 4% or $440,844 at 6%; with 50% employer match about $440,844 at 4% or $293,896 at 6%; with 100% employer match about $330,633 at 4% or $220,422 at 6%.
200926$1,851,883$589,612$98,269iApproximate average salary by contribution assumption: employee only about $2,456,717 at 4% or $1,637,811 at 6%; with 50% employer match about $1,637,811 at 4% or $1,091,874 at 6%; with 100% employer match about $1,228,358 at 4% or $818,906 at 6%.
Lisa Jackson LLC Defined Benefit Pension Plan-6$1,434,844$450,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Lisa Jackson LLC 401(K) Profit Sharing Plan-6$417,039$139,612$23,269iApproximate average salary by contribution assumption: employee only about $581,717 at 4% or $387,811 at 6%; with 50% employer match about $387,811 at 4% or $258,541 at 6%; with 100% employer match about $290,858 at 4% or $193,906 at 6%.
200826$1,023,305$377,970$62,995iApproximate average salary by contribution assumption: employee only about $1,574,875 at 4% or $1,049,917 at 6%; with 50% employer match about $1,049,917 at 4% or $699,944 at 6%; with 100% employer match about $787,438 at 4% or $524,958 at 6%.
Lisa Jackson LLC Defined Benefit Pension Plan-6$796,468$275,000$45,833iApproximate average salary by contribution assumption: employee only about $1,145,833 at 4% or $763,889 at 6%; with 50% employer match about $763,889 at 4% or $509,259 at 6%; with 100% employer match about $572,917 at 4% or $381,944 at 6%.
Lisa Jackson LLC 401(K) Profit Sharing Plan-6$226,837$102,970$17,162iApproximate average salary by contribution assumption: employee only about $429,042 at 4% or $286,028 at 6%; with 50% employer match about $286,028 at 4% or $190,685 at 6%; with 100% employer match about $214,521 at 4% or $143,014 at 6%.
200726$851,837$513,069$85,512iApproximate average salary by contribution assumption: employee only about $2,137,788 at 4% or $1,425,192 at 6%; with 50% employer match about $1,425,192 at 4% or $950,128 at 6%; with 100% employer match about $1,068,894 at 4% or $712,596 at 6%.
Lisa Jackson LLC Defined Benefit Pension Plan-6$672,213$412,000$68,667iApproximate average salary by contribution assumption: employee only about $1,716,667 at 4% or $1,144,444 at 6%; with 50% employer match about $1,144,444 at 4% or $762,963 at 6%; with 100% employer match about $858,333 at 4% or $572,222 at 6%.
Lisa Jackson LLC 401(K) Profit Sharing Plan-6$179,624$101,069$16,845iApproximate average salary by contribution assumption: employee only about $421,121 at 4% or $280,747 at 6%; with 50% employer match about $280,747 at 4% or $187,165 at 6%; with 100% employer match about $210,560 at 4% or $140,374 at 6%.
200624$397,128$398,157$99,539iApproximate average salary by contribution assumption: employee only about $2,488,481 at 4% or $1,658,988 at 6%; with 50% employer match about $1,658,988 at 4% or $1,105,992 at 6%; with 100% employer match about $1,244,241 at 4% or $829,494 at 6%.
Lisa Jackson LLC Defined Benefit Pension Plan-4$307,585$307,585$76,896iApproximate average salary by contribution assumption: employee only about $1,922,406 at 4% or $1,281,604 at 6%; with 50% employer match about $1,281,604 at 4% or $854,403 at 6%; with 100% employer match about $961,203 at 4% or $640,802 at 6%.
Lisa Jackson LLC 401(K) Profit Sharing Plan-4$89,543$90,572$22,643iApproximate average salary by contribution assumption: employee only about $566,075 at 4% or $377,383 at 6%; with 50% employer match about $377,383 at 4% or $251,589 at 6%; with 100% employer match about $283,038 at 4% or $188,692 at 6%.