Civic Intelligence

Jackson, Rolfes, Spurgeon & Co.

Plan context: Jackson, Rolfes, Spurgeon & Co. 401K Plan

EIN 31-1148481 • 9 filings • 1 plans

Current Snapshot

Latest Year

2009

2009 Participants

36

2009 Assets

$2,729,140

2009 Contributions

$161,975

Historical Graphs

Total Assets Over Time

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

$2,729,140$1,364,570$0199920032006YearValue
$2,729,140Latest year 2006

Participants Over Time

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

36180199920052008YearValue
36Latest year 2008

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
200910$0$161,975-
Jackson, Rolfes, Spurgeon & Co. 401K Plan-0-$161,975-
2008136$0$0-
Jackson, Rolfes, Spurgeon & Co. 401K Plan-36---
2007131$0$0-
Jackson, Rolfes, Spurgeon & Co. 401K Plan-31---
2006131$2,729,140$356,304$11,494iApproximate average salary by contribution assumption: employee only about $287,342 at 4% or $191,561 at 6%; with 50% employer match about $191,561 at 4% or $127,708 at 6%; with 100% employer match about $143,671 at 4% or $95,781 at 6%.
Jackson, Rolfes, Spurgeon & Co. 401K Plan-31$2,729,140$356,304$11,494iApproximate average salary by contribution assumption: employee only about $287,342 at 4% or $191,561 at 6%; with 50% employer match about $191,561 at 4% or $127,708 at 6%; with 100% employer match about $143,671 at 4% or $95,781 at 6%.
2005124$2,085,853$455,623$18,984iApproximate average salary by contribution assumption: employee only about $474,607 at 4% or $316,405 at 6%; with 50% employer match about $316,405 at 4% or $210,937 at 6%; with 100% employer match about $237,304 at 4% or $158,202 at 6%.
Jackson, Rolfes, Spurgeon & Co. 401K Plan-24$2,085,853$455,623$18,984iApproximate average salary by contribution assumption: employee only about $474,607 at 4% or $316,405 at 6%; with 50% employer match about $316,405 at 4% or $210,937 at 6%; with 100% employer match about $237,304 at 4% or $158,202 at 6%.
2003120$1,158,705$275,868$13,793iApproximate average salary by contribution assumption: employee only about $344,835 at 4% or $229,890 at 6%; with 50% employer match about $229,890 at 4% or $153,260 at 6%; with 100% employer match about $172,418 at 4% or $114,945 at 6%.
Jackson, Rolfes, Spurgeon & Co. 401K Plan-20$1,158,705$275,868$13,793iApproximate average salary by contribution assumption: employee only about $344,835 at 4% or $229,890 at 6%; with 50% employer match about $229,890 at 4% or $153,260 at 6%; with 100% employer match about $172,418 at 4% or $114,945 at 6%.
2002120$742,017$154,887$7,744iApproximate average salary by contribution assumption: employee only about $193,609 at 4% or $129,073 at 6%; with 50% employer match about $129,073 at 4% or $86,048 at 6%; with 100% employer match about $96,804 at 4% or $64,536 at 6%.
Jackson, Rolfes, Spurgeon & Co. 401K Plan-20$742,017$154,887$7,744iApproximate average salary by contribution assumption: employee only about $193,609 at 4% or $129,073 at 6%; with 50% employer match about $129,073 at 4% or $86,048 at 6%; with 100% employer match about $96,804 at 4% or $64,536 at 6%.
2000120$723,135$145,110$7,256iApproximate average salary by contribution assumption: employee only about $181,388 at 4% or $120,925 at 6%; with 50% employer match about $120,925 at 4% or $80,617 at 6%; with 100% employer match about $90,694 at 4% or $60,463 at 6%.
Jackson, Rolfes, Spurgeon & Co. 401K Plan-20$723,135$145,110$7,256iApproximate average salary by contribution assumption: employee only about $181,388 at 4% or $120,925 at 6%; with 50% employer match about $120,925 at 4% or $80,617 at 6%; with 100% employer match about $90,694 at 4% or $60,463 at 6%.
1999120$680,566$134,277$6,714iApproximate average salary by contribution assumption: employee only about $167,846 at 4% or $111,898 at 6%; with 50% employer match about $111,898 at 4% or $74,598 at 6%; with 100% employer match about $83,923 at 4% or $55,949 at 6%.
Jackson, Rolfes, Spurgeon & Co. 401K Plan-20$680,566$134,277$6,714iApproximate average salary by contribution assumption: employee only about $167,846 at 4% or $111,898 at 6%; with 50% employer match about $111,898 at 4% or $74,598 at 6%; with 100% employer match about $83,923 at 4% or $55,949 at 6%.