John R. Jurgensen Company
Plan context: John R. Jurgensen & Associated Companies 401(K) Profit Sharing Plan
EIN 31-0578656 • Cincinnati, OH • 66 filings • 17 plans
Current Snapshot
Latest Year
2024
2024 Participants
185
2024 Assets
$67,641,459
2024 Contributions
$4,228,994
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 | 185 | $67,641,459 | $4,228,994 | $22,859iApproximate average salary by contribution assumption: employee only about $571,486 at 4% or $380,990 at 6%; with 50% employer match about $380,990 at 4% or $253,994 at 6%; with 100% employer match about $285,743 at 4% or $190,495 at 6%. |
| John R. Jurgensen & Associated Companies 401(K) Profit Sharing Plan | - | 185 | $67,641,459 | $4,228,994 | $22,859iApproximate average salary by contribution assumption: employee only about $571,486 at 4% or $380,990 at 6%; with 50% employer match about $380,990 at 4% or $253,994 at 6%; with 100% employer match about $285,743 at 4% or $190,495 at 6%. |
| 2023 | 1 | 183 | $64,401,401 | $3,929,710 | $21,474iApproximate average salary by contribution assumption: employee only about $536,846 at 4% or $357,897 at 6%; with 50% employer match about $357,897 at 4% or $238,598 at 6%; with 100% employer match about $268,423 at 4% or $178,949 at 6%. |
| John R. Jurgensen & Associated Companies 401(K) Profit Sharing Plan | - | 183 | $64,401,401 | $3,929,710 | $21,474iApproximate average salary by contribution assumption: employee only about $536,846 at 4% or $357,897 at 6%; with 50% employer match about $357,897 at 4% or $238,598 at 6%; with 100% employer match about $268,423 at 4% or $178,949 at 6%. |
| 2022 | 1 | 167 | $65,132,057 | $4,085,361 | $24,463iApproximate average salary by contribution assumption: employee only about $611,581 at 4% or $407,721 at 6%; with 50% employer match about $407,721 at 4% or $271,814 at 6%; with 100% employer match about $305,790 at 4% or $203,860 at 6%. |
| John R. Jurgensen & Associated Companies 401(K) Profit Sharing Plan | - | 167 | $65,132,057 | $4,085,361 | $24,463iApproximate average salary by contribution assumption: employee only about $611,581 at 4% or $407,721 at 6%; with 50% employer match about $407,721 at 4% or $271,814 at 6%; with 100% employer match about $305,790 at 4% or $203,860 at 6%. |
| 2021 | 3 | 635 | $83,793,284 | $5,091,788 | $8,019iApproximate average salary by contribution assumption: employee only about $200,464 at 4% or $133,643 at 6%; with 50% employer match about $133,643 at 4% or $89,095 at 6%; with 100% employer match about $100,232 at 4% or $66,821 at 6%. |
| John R. Jurgensen & Associated Companies 401(K) Profit Sharing Plan | - | 176 | $83,793,284 | $5,091,788 | $28,931iApproximate average salary by contribution assumption: employee only about $723,265 at 4% or $482,177 at 6%; with 50% employer match about $482,177 at 4% or $321,451 at 6%; with 100% employer match about $361,633 at 4% or $241,088 at 6%. |
| JOHN R. JURGENSEN COMPANY WELFARE BENEFITS PLAN | - | 635 | - | - | - |
| John R Jurgensen Company and Affiliated Companies Medical Plan | - | 0 | - | - | - |
| 2020 | 2 | 640 | $76,534,704 | $3,270,138 | $5,110iApproximate average salary by contribution assumption: employee only about $127,740 at 4% or $85,160 at 6%; with 50% employer match about $85,160 at 4% or $56,773 at 6%; with 100% employer match about $63,870 at 4% or $42,580 at 6%. |
| John R. Jurgensen & Associated Companies 401(K) Profit Sharing Plan | - | 172 | $76,534,704 | $3,270,138 | $19,012iApproximate average salary by contribution assumption: employee only about $475,311 at 4% or $316,874 at 6%; with 50% employer match about $316,874 at 4% or $211,249 at 6%; with 100% employer match about $237,655 at 4% or $158,437 at 6%. |
| JOHN R. JURGENSEN COMPANY ERISA HEALTHCARE PLAN | - | 640 | - | - | - |
| 2019 | 2 | 651 | $66,736,016 | $3,214,671 | $4,938iApproximate average salary by contribution assumption: employee only about $123,451 at 4% or $82,301 at 6%; with 50% employer match about $82,301 at 4% or $54,867 at 6%; with 100% employer match about $61,726 at 4% or $41,150 at 6%. |
| John R. Jurgensen & Associated Companies 401(K) Profit Sharing Plan | - | 178 | $66,736,016 | $3,214,671 | $18,060iApproximate average salary by contribution assumption: employee only about $451,499 at 4% or $300,999 at 6%; with 50% employer match about $300,999 at 4% or $200,666 at 6%; with 100% employer match about $225,749 at 4% or $150,500 at 6%. |
| John R. Jurgensen Company and Affiliated Companies Section 125 Plan | - | 651 | - | - | - |
| 2018 | 3 | 622 | $56,091,322 | $3,139,554 | $5,048iApproximate average salary by contribution assumption: employee only about $126,188 at 4% or $84,125 at 6%; with 50% employer match about $84,125 at 4% or $56,083 at 6%; with 100% employer match about $63,094 at 4% or $42,063 at 6%. |
| John R. Jurgensen & Associated Companies 401(K) Profit Sharing Plan | - | 171 | $56,091,322 | $3,139,554 | $18,360iApproximate average salary by contribution assumption: employee only about $458,999 at 4% or $305,999 at 6%; with 50% employer match about $305,999 at 4% or $204,000 at 6%; with 100% employer match about $229,500 at 4% or $153,000 at 6%. |
| John R Jurgensen Company and Affiliated Companies Medical Plan | - | 503 | - | - | - |
| John R. Jurgensen Company and Affiliated Companies Section 125 Plan | - | 622 | - | - | - |
| 2017 | 3 | 622 | $60,598,452 | $2,996,506 | $4,818iApproximate average salary by contribution assumption: employee only about $120,438 at 4% or $80,292 at 6%; with 50% employer match about $80,292 at 4% or $53,528 at 6%; with 100% employer match about $60,219 at 4% or $40,146 at 6%. |
| John R. Jurgensen & Associated Companies 401(K) Profit Sharing Plan | - | 175 | $60,598,452 | $2,996,506 | $17,123iApproximate average salary by contribution assumption: employee only about $428,072 at 4% or $285,382 at 6%; with 50% employer match about $285,382 at 4% or $190,254 at 6%; with 100% employer match about $214,036 at 4% or $142,691 at 6%. |
| John R. Jurgensen Company and Affiliated Companies Section 125 Plan | - | 622 | - | - | - |
| John R Jurgensen Company and Affiliated Companies Medical Plan | - | 518 | - | - | - |
| 2016 | 3 | 618 | $52,521,221 | $2,854,052 | $4,618iApproximate average salary by contribution assumption: employee only about $115,455 at 4% or $76,970 at 6%; with 50% employer match about $76,970 at 4% or $51,313 at 6%; with 100% employer match about $57,728 at 4% or $38,485 at 6%. |
| John R. Jurgensen & Associated Companies 401(K) Profit Sharing Plan | - | 173 | $52,521,221 | $2,854,052 | $16,497iApproximate average salary by contribution assumption: employee only about $412,435 at 4% or $274,957 at 6%; with 50% employer match about $274,957 at 4% or $183,305 at 6%; with 100% employer match about $206,218 at 4% or $137,478 at 6%. |
| John R. Jurgensen Company and Affiliated Companies Section 125 Plan | - | 618 | - | - | - |
| John R Jurgensen Company and Affiliated Companies Medical Plan | - | 507 | - | - | - |
| 2015 | 3 | 583 | $46,971,996 | $2,721,564 | $4,668iApproximate average salary by contribution assumption: employee only about $116,705 at 4% or $77,803 at 6%; with 50% employer match about $77,803 at 4% or $51,869 at 6%; with 100% employer match about $58,353 at 4% or $38,902 at 6%. |
| John R. Jurgensen & Associated Companies 401(K) Profit Sharing Plan | - | 167 | $46,971,996 | $2,721,564 | $16,297iApproximate average salary by contribution assumption: employee only about $407,420 at 4% or $271,613 at 6%; with 50% employer match about $271,613 at 4% or $181,075 at 6%; with 100% employer match about $203,710 at 4% or $135,807 at 6%. |
| John R. Jurgensen Company and Affiliated Companies Section 125 Plan | - | 583 | - | - | - |
| John R Jurgensen Company and Affiliated Companies Medical Plan | - | 519 | - | - | - |
| 2014 | 3 | 628 | $51,776,175 | $2,460,833 | $3,919iApproximate average salary by contribution assumption: employee only about $97,963 at 4% or $65,309 at 6%; with 50% employer match about $65,309 at 4% or $43,539 at 6%; with 100% employer match about $48,982 at 4% or $32,654 at 6%. |
| John R. Jurgensen & Associated Companies 401(K) Profit Sharing Plan | - | 173 | $51,776,175 | $2,460,833 | $14,224iApproximate average salary by contribution assumption: employee only about $355,612 at 4% or $237,074 at 6%; with 50% employer match about $237,074 at 4% or $158,050 at 6%; with 100% employer match about $177,806 at 4% or $118,537 at 6%. |
| John R. Jurgensen Company and Affiliated Companies Section 125 Plan | - | 628 | - | - | - |
| John R Jurgensen Company and Affiliated Companies Medical Plan | - | 502 | - | - | - |
| 2013 | 2 | 639 | $49,339,260 | $2,428,613 | $3,801iApproximate average salary by contribution assumption: employee only about $95,016 at 4% or $63,344 at 6%; with 50% employer match about $63,344 at 4% or $42,229 at 6%; with 100% employer match about $47,508 at 4% or $31,672 at 6%. |
| John R. Jurgensen & Associated Companies 401(K) Profit Sharing Plan | - | 169 | $49,339,260 | $2,428,613 | $14,370iApproximate average salary by contribution assumption: employee only about $359,262 at 4% or $239,508 at 6%; with 50% employer match about $239,508 at 4% or $159,672 at 6%; with 100% employer match about $179,631 at 4% or $119,754 at 6%. |
| John R. Jurgensen Company and Affiliated Companies Section 125 Plan | - | 639 | - | - | - |
| 2012 | 2 | 578 | $41,163,983 | $2,356,582 | $4,077iApproximate average salary by contribution assumption: employee only about $101,928 at 4% or $67,952 at 6%; with 50% employer match about $67,952 at 4% or $45,301 at 6%; with 100% employer match about $50,964 at 4% or $33,976 at 6%. |
| John R. Jurgensen & Associated Companies 401(K) Profit Sharing Plan | - | 164 | $41,163,983 | $2,356,582 | $14,369iApproximate average salary by contribution assumption: employee only about $359,235 at 4% or $239,490 at 6%; with 50% employer match about $239,490 at 4% or $159,660 at 6%; with 100% employer match about $179,618 at 4% or $119,745 at 6%. |
| John R. Jurgensen Company and Affiliated Companies Section 125 Plan | - | 578 | - | - | - |
| 2011 | 3 | 554 | $35,497,541 | $2,400,611 | $4,333iApproximate average salary by contribution assumption: employee only about $108,331 at 4% or $72,221 at 6%; with 50% employer match about $72,221 at 4% or $48,147 at 6%; with 100% employer match about $54,165 at 4% or $36,110 at 6%. |
| John R. Jurgensen & Associated Companies 401(K) Profit Sharing Plan | - | 165 | $35,497,541 | $2,400,611 | $14,549iApproximate average salary by contribution assumption: employee only about $363,729 at 4% or $242,486 at 6%; with 50% employer match about $242,486 at 4% or $161,657 at 6%; with 100% employer match about $181,864 at 4% or $121,243 at 6%. |
| John R. Jurgensen Company and Affiliated Companies Section 125 Plan | - | 554 | - | - | - |
| John R Jurgensen Company and Affiliated Companies Medical Plan | - | 542 | - | - | - |
| 2010 | 3 | 552 | $35,171,438 | $2,687,751 | $4,869iApproximate average salary by contribution assumption: employee only about $121,728 at 4% or $81,152 at 6%; with 50% employer match about $81,152 at 4% or $54,101 at 6%; with 100% employer match about $60,864 at 4% or $40,576 at 6%. |
| John R. Jurgensen & Associated Companies 401(K) Profit Sharing Plan | - | 172 | $35,171,438 | $2,687,751 | $15,626iApproximate average salary by contribution assumption: employee only about $390,661 at 4% or $260,441 at 6%; with 50% employer match about $260,441 at 4% or $173,627 at 6%; with 100% employer match about $195,331 at 4% or $130,220 at 6%. |
| John R Jurgensen Company and Affiliated Companies Medical Plan | - | 525 | - | - | - |
| John R. Jurgensen Company and Affiliated Companies Section 125 Plan | - | 552 | - | - | - |
| 2009 | 3 | 1,200 | $28,316,188 | $2,338,846 | $1,949iApproximate average salary by contribution assumption: employee only about $48,726 at 4% or $32,484 at 6%; with 50% employer match about $32,484 at 4% or $21,656 at 6%; with 100% employer match about $24,363 at 4% or $16,242 at 6%. |
| John R. Jurgensen & Associated Companies 401(K) Profit Sharing Plan | - | 165 | $28,316,188 | $2,338,846 | $14,175iApproximate average salary by contribution assumption: employee only about $354,371 at 4% or $236,247 at 6%; with 50% employer match about $236,247 at 4% or $157,498 at 6%; with 100% employer match about $177,185 at 4% or $118,124 at 6%. |
| John R. Jurgensen Company and Affiliated Companies Section 125 Plan | - | 1,200 | - | - | - |
| John R Jurgensen Company and Affiliated Companies Medical Plan | - | 531 | - | - | - |
| 2008 | 3 | 563 | $21,732,534 | $2,147,886 | $3,815iApproximate average salary by contribution assumption: employee only about $95,377 at 4% or $63,585 at 6%; with 50% employer match about $63,585 at 4% or $42,390 at 6%; with 100% employer match about $47,688 at 4% or $31,792 at 6%. |
| John R. Jurgensen & Associated Companies 401(K) Profit Sharing Plan | - | 170 | $21,732,534 | $2,147,886 | $12,635iApproximate average salary by contribution assumption: employee only about $315,866 at 4% or $210,577 at 6%; with 50% employer match about $210,577 at 4% or $140,385 at 6%; with 100% employer match about $157,933 at 4% or $105,289 at 6%. |
| John R. Jurgensen Company and Affiliated Companies Section 125 Plan | - | 563 | - | - | - |
| John R Jurgensen Company and Affiliated Companies Medical Plan | - | 526 | - | - | - |
| 2007 | 3 | 555 | $33,672,687 | $2,199,547 | $3,963iApproximate average salary by contribution assumption: employee only about $99,079 at 4% or $66,052 at 6%; with 50% employer match about $66,052 at 4% or $44,035 at 6%; with 100% employer match about $49,539 at 4% or $33,026 at 6%. |
| John R. Jurgensen & Associated Companies 401(K) Profit Sharing Plan | - | 166 | $33,672,687 | $2,199,547 | $13,250iApproximate average salary by contribution assumption: employee only about $331,257 at 4% or $220,838 at 6%; with 50% employer match about $220,838 at 4% or $147,225 at 6%; with 100% employer match about $165,629 at 4% or $110,419 at 6%. |
| John R Jurgensen Company and Affiliated Companies Medical Plan | - | 532 | - | - | - |
| John R. Jurgensen Company and Affiliated Companies Section 125 Plan | - | 555 | - | - | - |
| 2006 | 3 | 502 | $31,441,506 | $1,976,403 | $3,937iApproximate average salary by contribution assumption: employee only about $98,426 at 4% or $65,618 at 6%; with 50% employer match about $65,618 at 4% or $43,745 at 6%; with 100% employer match about $49,213 at 4% or $32,809 at 6%. |
| John R. Jurgensen & Associated Companies 401(K) Profit Sharing Plan | - | 163 | $31,441,506 | $1,976,403 | $12,125iApproximate average salary by contribution assumption: employee only about $303,129 at 4% or $202,086 at 6%; with 50% employer match about $202,086 at 4% or $134,724 at 6%; with 100% employer match about $151,565 at 4% or $101,043 at 6%. |
| John R Jurgensen Company and Affiliated Companies Medical Plan | - | 495 | - | - | - |
| John R. Jurgensen Company and Affiliated Companies Section 125 Plan | - | 502 | - | - | - |
| 2005 | 3 | 487 | $27,581,187 | $1,838,811 | $3,776iApproximate average salary by contribution assumption: employee only about $94,395 at 4% or $62,930 at 6%; with 50% employer match about $62,930 at 4% or $41,953 at 6%; with 100% employer match about $47,197 at 4% or $31,465 at 6%. |
| John R. Jurgensen & Associated Companies 401(K) Profit Sharing Plan | - | 157 | $27,581,187 | $1,838,811 | $11,712iApproximate average salary by contribution assumption: employee only about $292,804 at 4% or $195,203 at 6%; with 50% employer match about $195,203 at 4% or $130,135 at 6%; with 100% employer match about $146,402 at 4% or $97,601 at 6%. |
| John R Jurgensen Company and Affiliated Companies Medical Plan | - | 470 | - | - | - |
| John R. Jurgensen Company and Affiliated Companies Section 125 Plan | - | 487 | - | - | - |
| 2004 | 3 | 468 | $27,085,200 | $1,538,059 | $3,286iApproximate average salary by contribution assumption: employee only about $82,161 at 4% or $54,774 at 6%; with 50% employer match about $54,774 at 4% or $36,516 at 6%; with 100% employer match about $41,081 at 4% or $27,387 at 6%. |
| John R. Jurgensen & Associated Companies 401(K) Profit Sharing Plan | - | 167 | $27,085,200 | $1,538,059 | $9,210iApproximate average salary by contribution assumption: employee only about $230,248 at 4% or $153,499 at 6%; with 50% employer match about $153,499 at 4% or $102,333 at 6%; with 100% employer match about $115,124 at 4% or $76,749 at 6%. |
| John R. Jurgensen Company and Affiliated Companies Section 125 Plan | - | 387 | - | - | - |
| John R Jurgensen Company and Affiliated Companies Medical Plan | - | 468 | - | - | - |
| 2003 | 3 | 382 | $24,049,604 | $1,852,115 | $4,848iApproximate average salary by contribution assumption: employee only about $121,212 at 4% or $80,808 at 6%; with 50% employer match about $80,808 at 4% or $53,872 at 6%; with 100% employer match about $60,606 at 4% or $40,404 at 6%. |
| John R. Jurgensen & Assoc. Cos. 401K Profit Sharing Retirement Plan | - | 178 | $24,049,604 | $1,852,115 | $10,405iApproximate average salary by contribution assumption: employee only about $260,129 at 4% or $173,419 at 6%; with 50% employer match about $173,419 at 4% or $115,613 at 6%; with 100% employer match about $130,064 at 4% or $86,710 at 6%. |
| John R. Jurgensen Company and Affiliated Companies Section 125 Plan | - | 376 | - | - | - |
| John R Jurgensen Company and Affiliated Companies Medical Plan | - | 382 | - | - | - |
| 2002 | 3 | 403 | $17,057,481 | $1,703,383 | $4,227iApproximate average salary by contribution assumption: employee only about $105,669 at 4% or $70,446 at 6%; with 50% employer match about $70,446 at 4% or $46,964 at 6%; with 100% employer match about $52,834 at 4% or $35,223 at 6%. |
| John R. Jurgensen & Assoc. Cos. 401K Profit Sharing Retirement Plan | - | 181 | $17,057,481 | $1,703,383 | $9,411iApproximate average salary by contribution assumption: employee only about $235,274 at 4% or $156,849 at 6%; with 50% employer match about $156,849 at 4% or $104,566 at 6%; with 100% employer match about $117,637 at 4% or $78,425 at 6%. |
| John R Jurgensen Company and Affiliated Companies Medical Plan | - | 403 | - | - | - |
| John R. Jurgensen Company and Affiliated Companies Section 125 Plan | - | 197 | - | - | - |
| 2001 | 3 | 379 | $19,764,641 | $1,343,156 | $3,544iApproximate average salary by contribution assumption: employee only about $88,599 at 4% or $59,066 at 6%; with 50% employer match about $59,066 at 4% or $39,377 at 6%; with 100% employer match about $44,299 at 4% or $29,533 at 6%. |
| John R. Jurgensen & Assoc. Cos. 401K Profit Sharing Retirement Plan | - | 171 | $19,764,641 | $1,343,156 | $7,855iApproximate average salary by contribution assumption: employee only about $196,368 at 4% or $130,912 at 6%; with 50% employer match about $130,912 at 4% or $87,275 at 6%; with 100% employer match about $98,184 at 4% or $65,456 at 6%. |
| John R. Jurgensen Company and Affiliated Companies Section 125 Plan | - | 194 | - | - | - |
| John R Jurgensen Company and Affiliated Companies Medical Plan | - | 379 | - | - | - |
| 2000 | 2 | 180 | $18,877,386 | $1,405,391 | $7,808iApproximate average salary by contribution assumption: employee only about $195,193 at 4% or $130,129 at 6%; with 50% employer match about $130,129 at 4% or $86,753 at 6%; with 100% employer match about $97,597 at 4% or $65,064 at 6%. |
| John R. Jurgensen & Assoc. Cos. 401K Profit Sharing Retirement Plan | - | 180 | $18,877,386 | $1,405,391 | $7,808iApproximate average salary by contribution assumption: employee only about $195,193 at 4% or $130,129 at 6%; with 50% employer match about $130,129 at 4% or $86,753 at 6%; with 100% employer match about $97,597 at 4% or $65,064 at 6%. |
| John R. Jurgensen Company and Affiliated Companies Section 125 Plan | - | 163 | - | - | - |
| 1999 | 2 | 196 | $18,143,072 | $1,210,927 | $6,178iApproximate average salary by contribution assumption: employee only about $154,455 at 4% or $102,970 at 6%; with 50% employer match about $102,970 at 4% or $68,647 at 6%; with 100% employer match about $77,227 at 4% or $51,485 at 6%. |
| John R. Jurgensen & Assoc. Cos. 401K Profit Sharing Retirement Plan | - | 196 | $18,143,072 | $1,210,927 | $6,178iApproximate average salary by contribution assumption: employee only about $154,455 at 4% or $102,970 at 6%; with 50% employer match about $102,970 at 4% or $68,647 at 6%; with 100% employer match about $77,227 at 4% or $51,485 at 6%. |
| John R. Jurgensen Company and Affiliated Companies Section 125 Plan | - | 168 | - | - | - |