UMBLE, GAYHART & JACOBSEN, INC.
Plan context: UMBLE, GAYHART & JACOBSEN, CPAS 401(K) PLAN
EIN 31-1313487 • West Chester, OH • 4 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$439,951
2025 Contributions
$107,315
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 11 | $439,951 | $107,315 | $9,756iApproximate average salary by contribution assumption: employee only about $243,898 at 4% or $162,598 at 6%; with 50% employer match about $162,598 at 4% or $108,399 at 6%; with 100% employer match about $121,949 at 4% or $81,299 at 6%. |
| UMBLE, GAYHART & JACOBSEN, CPAS 401(K) PLAN | - | 11 | $439,951 | $107,315 | $9,756iApproximate average salary by contribution assumption: employee only about $243,898 at 4% or $162,598 at 6%; with 50% employer match about $162,598 at 4% or $108,399 at 6%; with 100% employer match about $121,949 at 4% or $81,299 at 6%. |
| 2024 | 1 | 10 | $274,285 | $108,120 | $10,812iApproximate average salary by contribution assumption: employee only about $270,300 at 4% or $180,200 at 6%; with 50% employer match about $180,200 at 4% or $120,133 at 6%; with 100% employer match about $135,150 at 4% or $90,100 at 6%. |
| UMBLE, GAYHART & JACOBSEN, CPAS 401(K) PLAN | - | 10 | $274,285 | $108,120 | $10,812iApproximate average salary by contribution assumption: employee only about $270,300 at 4% or $180,200 at 6%; with 50% employer match about $180,200 at 4% or $120,133 at 6%; with 100% employer match about $135,150 at 4% or $90,100 at 6%. |
| 2023 | 1 | 9 | $144,333 | $96,716 | $10,746iApproximate average salary by contribution assumption: employee only about $268,656 at 4% or $179,104 at 6%; with 50% employer match about $179,104 at 4% or $119,402 at 6%; with 100% employer match about $134,328 at 4% or $89,552 at 6%. |
| UMBLE, GAYHART & JACOBSEN, CPAS 401(K) PLAN | - | 9 | $144,333 | $96,716 | $10,746iApproximate average salary by contribution assumption: employee only about $268,656 at 4% or $179,104 at 6%; with 50% employer match about $179,104 at 4% or $119,402 at 6%; with 100% employer match about $134,328 at 4% or $89,552 at 6%. |
| 2022 | 1 | 7 | $73,594 | $79,557 | $11,365iApproximate average salary by contribution assumption: employee only about $284,132 at 4% or $189,421 at 6%; with 50% employer match about $189,421 at 4% or $126,281 at 6%; with 100% employer match about $142,066 at 4% or $94,711 at 6%. |
| UMBLE, GAYHART & JACOBSEN 401(K) PLAN | - | 7 | $73,594 | $79,557 | $11,365iApproximate average salary by contribution assumption: employee only about $284,132 at 4% or $189,421 at 6%; with 50% employer match about $189,421 at 4% or $126,281 at 6%; with 100% employer match about $142,066 at 4% or $94,711 at 6%. |