Civic Intelligence

Staheli & Jacobsen CPA LLP

Plan context: Staheli & Jacobsen CPA LLP Retirement Plan

EIN 27-0372684 • Saint George, UT • 10 filings • 2 plans

100 South 1240 East 222Saint George, UT 84790
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$823,634

2024 Contributions

$123,662

Historical Graphs

Total Assets Over Time

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

$823,634$411,817$0201520202024YearValue
$823,634Latest year 2024

Participants Over Time

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

420201520202024YearValue
4Latest 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
202414$823,634$123,662$30,916iApproximate average salary by contribution assumption: employee only about $772,888 at 4% or $515,258 at 6%; with 50% employer match about $515,258 at 4% or $343,506 at 6%; with 100% employer match about $386,444 at 4% or $257,629 at 6%.
Staheli & Jacobsen CPA LLP Retirement Plan-4$823,634$123,662$30,916iApproximate average salary by contribution assumption: employee only about $772,888 at 4% or $515,258 at 6%; with 50% employer match about $515,258 at 4% or $343,506 at 6%; with 100% employer match about $386,444 at 4% or $257,629 at 6%.
202313$614,564$64,765$21,588iApproximate average salary by contribution assumption: employee only about $539,708 at 4% or $359,806 at 6%; with 50% employer match about $359,806 at 4% or $239,870 at 6%; with 100% employer match about $269,854 at 4% or $179,903 at 6%.
Staheli & Jacobsen CPA LLP Retirement Plan-3$614,564$64,765$21,588iApproximate average salary by contribution assumption: employee only about $539,708 at 4% or $359,806 at 6%; with 50% employer match about $359,806 at 4% or $239,870 at 6%; with 100% employer match about $269,854 at 4% or $179,903 at 6%.
202214$461,495$56,013$14,003iApproximate average salary by contribution assumption: employee only about $350,081 at 4% or $233,388 at 6%; with 50% employer match about $233,388 at 4% or $155,592 at 6%; with 100% employer match about $175,041 at 4% or $116,694 at 6%.
Staheli & Jacobsen CPA LLP Retirement Plan-4$461,495$56,013$14,003iApproximate average salary by contribution assumption: employee only about $350,081 at 4% or $233,388 at 6%; with 50% employer match about $233,388 at 4% or $155,592 at 6%; with 100% employer match about $175,041 at 4% or $116,694 at 6%.
202114$507,420$53,547$13,387iApproximate average salary by contribution assumption: employee only about $334,669 at 4% or $223,113 at 6%; with 50% employer match about $223,113 at 4% or $148,742 at 6%; with 100% employer match about $167,334 at 4% or $111,556 at 6%.
Staheli & Jacobsen CPA LLP Retirement Plan-4$507,420$53,547$13,387iApproximate average salary by contribution assumption: employee only about $334,669 at 4% or $223,113 at 6%; with 50% employer match about $223,113 at 4% or $148,742 at 6%; with 100% employer match about $167,334 at 4% or $111,556 at 6%.
202014$389,786$52,345$13,086iApproximate average salary by contribution assumption: employee only about $327,156 at 4% or $218,104 at 6%; with 50% employer match about $218,104 at 4% or $145,403 at 6%; with 100% employer match about $163,578 at 4% or $109,052 at 6%.
Staheli & Jacobsen CPA LLP Retirement Plan-4$389,786$52,345$13,086iApproximate average salary by contribution assumption: employee only about $327,156 at 4% or $218,104 at 6%; with 50% employer match about $218,104 at 4% or $145,403 at 6%; with 100% employer match about $163,578 at 4% or $109,052 at 6%.
201914$274,534$47,692$11,923iApproximate average salary by contribution assumption: employee only about $298,075 at 4% or $198,717 at 6%; with 50% employer match about $198,717 at 4% or $132,478 at 6%; with 100% employer match about $149,038 at 4% or $99,358 at 6%.
Staheli & Jacobsen CPA LLP Retirement Plan-4$274,534$47,692$11,923iApproximate average salary by contribution assumption: employee only about $298,075 at 4% or $198,717 at 6%; with 50% employer match about $198,717 at 4% or $132,478 at 6%; with 100% employer match about $149,038 at 4% or $99,358 at 6%.
201814$178,476$46,961$11,740iApproximate average salary by contribution assumption: employee only about $293,506 at 4% or $195,671 at 6%; with 50% employer match about $195,671 at 4% or $130,447 at 6%; with 100% employer match about $146,753 at 4% or $97,835 at 6%.
Staheli & Jacobsen CPA LLP Retirement Plan-4$178,476$46,961$11,740iApproximate average salary by contribution assumption: employee only about $293,506 at 4% or $195,671 at 6%; with 50% employer match about $195,671 at 4% or $130,447 at 6%; with 100% employer match about $146,753 at 4% or $97,835 at 6%.
201714$152,378$45,957$11,489iApproximate average salary by contribution assumption: employee only about $287,231 at 4% or $191,488 at 6%; with 50% employer match about $191,488 at 4% or $127,658 at 6%; with 100% employer match about $143,616 at 4% or $95,744 at 6%.
Staheli & Jacobsen CPA LLP Retirement Plan-4$152,378$45,957$11,489iApproximate average salary by contribution assumption: employee only about $287,231 at 4% or $191,488 at 6%; with 50% employer match about $191,488 at 4% or $127,658 at 6%; with 100% employer match about $143,616 at 4% or $95,744 at 6%.
201614$81,241$43,647$10,912iApproximate average salary by contribution assumption: employee only about $272,794 at 4% or $181,863 at 6%; with 50% employer match about $181,863 at 4% or $121,242 at 6%; with 100% employer match about $136,397 at 4% or $90,931 at 6%.
Staheli & Jacobsen CPA LLP Retirement Plan-4$81,241$43,647$10,912iApproximate average salary by contribution assumption: employee only about $272,794 at 4% or $181,863 at 6%; with 50% employer match about $181,863 at 4% or $121,242 at 6%; with 100% employer match about $136,397 at 4% or $90,931 at 6%.
201514$35,663$36,727$9,182iApproximate average salary by contribution assumption: employee only about $229,544 at 4% or $153,029 at 6%; with 50% employer match about $153,029 at 4% or $102,019 at 6%; with 100% employer match about $114,772 at 4% or $76,515 at 6%.
Staheli & Jacobsen CPA LLP Retirement Plan-4$35,663$36,727$9,182iApproximate average salary by contribution assumption: employee only about $229,544 at 4% or $153,029 at 6%; with 50% employer match about $153,029 at 4% or $102,019 at 6%; with 100% employer match about $114,772 at 4% or $76,515 at 6%.