Mark a, Jorgensen & Associates Inc
Plan context: Mark a, Jorgensen & Associates Inc. 401(K) Plan & Trust
EIN 26-3674265 • 6 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
3
2020 Assets
$352,586
2020 Contributions
$4,898
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $4,898 | - |
| Mark a, Jorgensen & Associates Inc. 401(K) Plan & Trust | - | 0 | - | $4,898 | - |
| 2019 | 1 | 3 | $352,586 | $32,759 | $10,920iApproximate average salary by contribution assumption: employee only about $272,992 at 4% or $181,994 at 6%; with 50% employer match about $181,994 at 4% or $121,330 at 6%; with 100% employer match about $136,496 at 4% or $90,997 at 6%. |
| Mark a, Jorgensen & Associates Inc. 401(K) Plan & Trust | - | 3 | $352,586 | $32,759 | $10,920iApproximate average salary by contribution assumption: employee only about $272,992 at 4% or $181,994 at 6%; with 50% employer match about $181,994 at 4% or $121,330 at 6%; with 100% employer match about $136,496 at 4% or $90,997 at 6%. |
| 2018 | 1 | 2 | $290,460 | $33,006 | $16,503iApproximate average salary by contribution assumption: employee only about $412,575 at 4% or $275,050 at 6%; with 50% employer match about $275,050 at 4% or $183,367 at 6%; with 100% employer match about $206,288 at 4% or $137,525 at 6%. |
| Mark a, Jorgensen & Associates Inc. 401(K) Plan & Trust | - | 2 | $290,460 | $33,006 | $16,503iApproximate average salary by contribution assumption: employee only about $412,575 at 4% or $275,050 at 6%; with 50% employer match about $275,050 at 4% or $183,367 at 6%; with 100% employer match about $206,288 at 4% or $137,525 at 6%. |
| 2017 | 1 | 2 | $308,665 | $28,400 | $14,200iApproximate average salary by contribution assumption: employee only about $355,000 at 4% or $236,667 at 6%; with 50% employer match about $236,667 at 4% or $157,778 at 6%; with 100% employer match about $177,500 at 4% or $118,333 at 6%. |
| Mark a, Jorgensen & Associates Inc. 401(K) Plan & Trust | - | 2 | $308,665 | $28,400 | $14,200iApproximate average salary by contribution assumption: employee only about $355,000 at 4% or $236,667 at 6%; with 50% employer match about $236,667 at 4% or $157,778 at 6%; with 100% employer match about $177,500 at 4% or $118,333 at 6%. |
| 2016 | 1 | 2 | $185,755 | $17,280 | $8,640iApproximate average salary by contribution assumption: employee only about $216,000 at 4% or $144,000 at 6%; with 50% employer match about $144,000 at 4% or $96,000 at 6%; with 100% employer match about $108,000 at 4% or $72,000 at 6%. |
| Mark a, Jorgensen & Associates Inc. 401(K) Plan & Trust | - | 2 | $185,755 | $17,280 | $8,640iApproximate average salary by contribution assumption: employee only about $216,000 at 4% or $144,000 at 6%; with 50% employer match about $144,000 at 4% or $96,000 at 6%; with 100% employer match about $108,000 at 4% or $72,000 at 6%. |
| 2015 | 1 | 2 | $641,335 | $16,110 | $8,055iApproximate average salary by contribution assumption: employee only about $201,375 at 4% or $134,250 at 6%; with 50% employer match about $134,250 at 4% or $89,500 at 6%; with 100% employer match about $100,688 at 4% or $67,125 at 6%. |
| Mark a, Jorgensen & Associates Inc. 401(K) Plan & Trust | - | 2 | $641,335 | $16,110 | $8,055iApproximate average salary by contribution assumption: employee only about $201,375 at 4% or $134,250 at 6%; with 50% employer match about $134,250 at 4% or $89,500 at 6%; with 100% employer match about $100,688 at 4% or $67,125 at 6%. |