Jacob Heglund Realty LLC
Plan context: Jacob Heglund Realty LLC 401(K) Plan
EIN 27-4080218 • 7 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$453,886
2024 Contributions
$72,070
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $72,070 | - |
| Jacob Heglund Realty LLC 401(K) Plan | - | 0 | - | $72,070 | - |
| 2023 | 1 | 3 | $453,886 | $92,392 | $30,797iApproximate average salary by contribution assumption: employee only about $769,933 at 4% or $513,289 at 6%; with 50% employer match about $513,289 at 4% or $342,193 at 6%; with 100% employer match about $384,967 at 4% or $256,644 at 6%. |
| Jacob Heglund Realty LLC 401(K) Plan | - | 3 | $453,886 | $92,392 | $30,797iApproximate average salary by contribution assumption: employee only about $769,933 at 4% or $513,289 at 6%; with 50% employer match about $513,289 at 4% or $342,193 at 6%; with 100% employer match about $384,967 at 4% or $256,644 at 6%. |
| 2022 | 1 | 3 | $333,933 | $299,558 | $99,853iApproximate average salary by contribution assumption: employee only about $2,496,317 at 4% or $1,664,211 at 6%; with 50% employer match about $1,664,211 at 4% or $1,109,474 at 6%; with 100% employer match about $1,248,158 at 4% or $832,106 at 6%. |
| Jacob Heglund Realty LLC 401(K) Plan | - | 3 | $333,933 | $299,558 | $99,853iApproximate average salary by contribution assumption: employee only about $2,496,317 at 4% or $1,664,211 at 6%; with 50% employer match about $1,664,211 at 4% or $1,109,474 at 6%; with 100% employer match about $1,248,158 at 4% or $832,106 at 6%. |
| 2021 | 1 | 3 | $288,017 | $63,412 | $21,137iApproximate average salary by contribution assumption: employee only about $528,433 at 4% or $352,289 at 6%; with 50% employer match about $352,289 at 4% or $234,859 at 6%; with 100% employer match about $264,217 at 4% or $176,144 at 6%. |
| Jacob Heglund Realty LLC 401(K) Plan | - | 3 | $288,017 | $63,412 | $21,137iApproximate average salary by contribution assumption: employee only about $528,433 at 4% or $352,289 at 6%; with 50% employer match about $352,289 at 4% or $234,859 at 6%; with 100% employer match about $264,217 at 4% or $176,144 at 6%. |
| 2020 | 1 | 3 | $206,141 | $72,434 | $24,145iApproximate average salary by contribution assumption: employee only about $603,617 at 4% or $402,411 at 6%; with 50% employer match about $402,411 at 4% or $268,274 at 6%; with 100% employer match about $301,808 at 4% or $201,206 at 6%. |
| Jacob Heglund Realty LLC 401(K) Plan | - | 3 | $206,141 | $72,434 | $24,145iApproximate average salary by contribution assumption: employee only about $603,617 at 4% or $402,411 at 6%; with 50% employer match about $402,411 at 4% or $268,274 at 6%; with 100% employer match about $301,808 at 4% or $201,206 at 6%. |
| 2019 | 1 | 3 | $118,969 | $55,278 | $18,426iApproximate average salary by contribution assumption: employee only about $460,650 at 4% or $307,100 at 6%; with 50% employer match about $307,100 at 4% or $204,733 at 6%; with 100% employer match about $230,325 at 4% or $153,550 at 6%. |
| Jacob Heglund Realty LLC 401(K) Plan | - | 3 | $118,969 | $55,278 | $18,426iApproximate average salary by contribution assumption: employee only about $460,650 at 4% or $307,100 at 6%; with 50% employer match about $307,100 at 4% or $204,733 at 6%; with 100% employer match about $230,325 at 4% or $153,550 at 6%. |
| 2018 | 1 | 2 | $55,548 | $55,548 | $27,774iApproximate average salary by contribution assumption: employee only about $694,350 at 4% or $462,900 at 6%; with 50% employer match about $462,900 at 4% or $308,600 at 6%; with 100% employer match about $347,175 at 4% or $231,450 at 6%. |
| Jacob Heglund Realty LLC 401(K) Plan | - | 2 | $55,548 | $55,548 | $27,774iApproximate average salary by contribution assumption: employee only about $694,350 at 4% or $462,900 at 6%; with 50% employer match about $462,900 at 4% or $308,600 at 6%; with 100% employer match about $347,175 at 4% or $231,450 at 6%. |