Jacobson & Moerschel Consulting Inc.
Plan context: Jacobson & Moerschel Consulting Inc. 401(K) Plan
EIN 20-8196043 • Brookfield, WI • 10 filings • 3 plans
Current Snapshot
Latest Year
2016
2016 Participants
3
2016 Assets
$138,659
2016 Contributions
$50
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $50 | - |
| Jacobson & Moerschel Consulting Inc. 401(K) Plan | - | 0 | $0 | $50 | - |
| 2015 | 1 | 3 | $138,659 | $0 | - |
| Jacobson & Moerschel Consulting Inc. 401(K) Plan | - | 3 | $138,659 | $0 | - |
| 2014 | 1 | 3 | $370,874 | $18,750 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| Jacobson & Moerschel Consulting Inc. 401(K) Plan | - | 3 | $370,874 | $18,750 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2013 | 1 | 4 | $518,345 | $49,800 | $12,450iApproximate average salary by contribution assumption: employee only about $311,250 at 4% or $207,500 at 6%; with 50% employer match about $207,500 at 4% or $138,333 at 6%; with 100% employer match about $155,625 at 4% or $103,750 at 6%. |
| Jacobson & Moerschel Consulting Inc. 401(K) Plan | - | 4 | $518,345 | $49,800 | $12,450iApproximate average salary by contribution assumption: employee only about $311,250 at 4% or $207,500 at 6%; with 50% employer match about $207,500 at 4% or $138,333 at 6%; with 100% employer match about $155,625 at 4% or $103,750 at 6%. |
| 2012 | 1 | 4 | $374,902 | $53,109 | $13,277iApproximate average salary by contribution assumption: employee only about $331,931 at 4% or $221,288 at 6%; with 50% employer match about $221,288 at 4% or $147,525 at 6%; with 100% employer match about $165,966 at 4% or $110,644 at 6%. |
| Jacobson & Moerschel Consulting Inc. 401(K) Plan | - | 4 | $374,902 | $53,109 | $13,277iApproximate average salary by contribution assumption: employee only about $331,931 at 4% or $221,288 at 6%; with 50% employer match about $221,288 at 4% or $147,525 at 6%; with 100% employer match about $165,966 at 4% or $110,644 at 6%. |
| 2011 | 1 | 4 | $279,655 | $47,122 | $11,781iApproximate average salary by contribution assumption: employee only about $294,513 at 4% or $196,342 at 6%; with 50% employer match about $196,342 at 4% or $130,894 at 6%; with 100% employer match about $147,256 at 4% or $98,171 at 6%. |
| Jacobson & Moerschel Consulting Inc. 401(K) Plan | - | 4 | $279,655 | $47,122 | $11,781iApproximate average salary by contribution assumption: employee only about $294,513 at 4% or $196,342 at 6%; with 50% employer match about $196,342 at 4% or $130,894 at 6%; with 100% employer match about $147,256 at 4% or $98,171 at 6%. |
| 2010 | 1 | 4 | $243,437 | $45,925 | $11,481iApproximate average salary by contribution assumption: employee only about $287,031 at 4% or $191,354 at 6%; with 50% employer match about $191,354 at 4% or $127,569 at 6%; with 100% employer match about $143,516 at 4% or $95,677 at 6%. |
| Jacobson & Moerschel Consulting Inc. 401(K) Plan | - | 4 | $243,437 | $45,925 | $11,481iApproximate average salary by contribution assumption: employee only about $287,031 at 4% or $191,354 at 6%; with 50% employer match about $191,354 at 4% or $127,569 at 6%; with 100% employer match about $143,516 at 4% or $95,677 at 6%. |
| 2009 | 1 | 4 | $174,033 | $48,160 | $12,040iApproximate average salary by contribution assumption: employee only about $301,000 at 4% or $200,667 at 6%; with 50% employer match about $200,667 at 4% or $133,778 at 6%; with 100% employer match about $150,500 at 4% or $100,333 at 6%. |
| Jacobson & Moerschel Consulting Inc. 401(K) Plan | - | 4 | $174,033 | $48,160 | $12,040iApproximate average salary by contribution assumption: employee only about $301,000 at 4% or $200,667 at 6%; with 50% employer match about $200,667 at 4% or $133,778 at 6%; with 100% employer match about $150,500 at 4% or $100,333 at 6%. |
| 2008 | 1 | 5 | $0 | $0 | - |
| Jacobson & Moerschel Consulting Inc. 401(K) Plan | - | 5 | - | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| Jacobson & Moerschel Consulting Inc. 401(K) Plan | - | 5 | - | - | - |