Civic Intelligence

Jamieson & Associates

Plan context: Jamieson & Associates Ltd. Money Purchase Pension Trust

EIN 36-3137289 • Northfield, IL • 25 filings • 4 plans

1 Northfield Plaza, Suite 430Northfield, IL 60093
Current Snapshot

Latest Year

2023

2023 Participants

7

2023 Assets

$3,964,636

2023 Contributions

$20,712

Historical Graphs

Total Assets Over Time

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

$3,964,636$1,982,318$0199920142023YearValue
$3,964,636Latest year 2023

Participants Over Time

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

840199920112023YearValue
7Latest year 2023

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
202317$3,964,636$20,712$2,959iApproximate average salary by contribution assumption: employee only about $73,971 at 4% or $49,314 at 6%; with 50% employer match about $49,314 at 4% or $32,876 at 6%; with 100% employer match about $36,986 at 4% or $24,657 at 6%.
Jamieson & Associates Ltd. Money Purchase Pension Trust-7$3,964,636$20,712$2,959iApproximate average salary by contribution assumption: employee only about $73,971 at 4% or $49,314 at 6%; with 50% employer match about $49,314 at 4% or $32,876 at 6%; with 100% employer match about $36,986 at 4% or $24,657 at 6%.
202216$3,354,812$16,635$2,773iApproximate average salary by contribution assumption: employee only about $69,313 at 4% or $46,208 at 6%; with 50% employer match about $46,208 at 4% or $30,806 at 6%; with 100% employer match about $34,656 at 4% or $23,104 at 6%.
Jamieson & Associates Ltd. Money Purchase Pension Trust-6$3,354,812$16,635$2,773iApproximate average salary by contribution assumption: employee only about $69,313 at 4% or $46,208 at 6%; with 50% employer match about $46,208 at 4% or $30,806 at 6%; with 100% employer match about $34,656 at 4% or $23,104 at 6%.
202117$3,138,787$60,225$8,604iApproximate average salary by contribution assumption: employee only about $215,089 at 4% or $143,393 at 6%; with 50% employer match about $143,393 at 4% or $95,595 at 6%; with 100% employer match about $107,545 at 4% or $71,696 at 6%.
Jamieson & Associates Ltd. Money Purchase Pension Trust-7$3,138,787$60,225$8,604iApproximate average salary by contribution assumption: employee only about $215,089 at 4% or $143,393 at 6%; with 50% employer match about $143,393 at 4% or $95,595 at 6%; with 100% employer match about $107,545 at 4% or $71,696 at 6%.
202018$3,790,710$63,854$7,982iApproximate average salary by contribution assumption: employee only about $199,544 at 4% or $133,029 at 6%; with 50% employer match about $133,029 at 4% or $88,686 at 6%; with 100% employer match about $99,772 at 4% or $66,515 at 6%.
Jamieson & Associates Ltd. Money Purchase Pension Trust-8$3,790,710$63,854$7,982iApproximate average salary by contribution assumption: employee only about $199,544 at 4% or $133,029 at 6%; with 50% employer match about $133,029 at 4% or $88,686 at 6%; with 100% employer match about $99,772 at 4% or $66,515 at 6%.
201918$3,156,231$51,352$6,419iApproximate average salary by contribution assumption: employee only about $160,475 at 4% or $106,983 at 6%; with 50% employer match about $106,983 at 4% or $71,322 at 6%; with 100% employer match about $80,238 at 4% or $53,492 at 6%.
Jamieson & Associates Ltd. Money Purchase Pension Trust-8$3,156,231$51,352$6,419iApproximate average salary by contribution assumption: employee only about $160,475 at 4% or $106,983 at 6%; with 50% employer match about $106,983 at 4% or $71,322 at 6%; with 100% employer match about $80,238 at 4% or $53,492 at 6%.
201817$2,895,718$73,085$10,441iApproximate average salary by contribution assumption: employee only about $261,018 at 4% or $174,012 at 6%; with 50% employer match about $174,012 at 4% or $116,008 at 6%; with 100% employer match about $130,509 at 4% or $87,006 at 6%.
Jamieson & Associates Ltd. Money Purchase Pension Trust-7$2,895,718$73,085$10,441iApproximate average salary by contribution assumption: employee only about $261,018 at 4% or $174,012 at 6%; with 50% employer match about $174,012 at 4% or $116,008 at 6%; with 100% employer match about $130,509 at 4% or $87,006 at 6%.
201717$2,916,052$35,060$5,009iApproximate average salary by contribution assumption: employee only about $125,214 at 4% or $83,476 at 6%; with 50% employer match about $83,476 at 4% or $55,651 at 6%; with 100% employer match about $62,607 at 4% or $41,738 at 6%.
Jamieson & Associates Ltd. Money Purchase Pension Trust-7$2,916,052$35,060$5,009iApproximate average salary by contribution assumption: employee only about $125,214 at 4% or $83,476 at 6%; with 50% employer match about $83,476 at 4% or $55,651 at 6%; with 100% employer match about $62,607 at 4% or $41,738 at 6%.
201616$2,686,093$55,208$9,201iApproximate average salary by contribution assumption: employee only about $230,033 at 4% or $153,356 at 6%; with 50% employer match about $153,356 at 4% or $102,237 at 6%; with 100% employer match about $115,017 at 4% or $76,678 at 6%.
Jamieson & Associates Ltd. Money Purchase Pension Trust-6$2,686,093$55,208$9,201iApproximate average salary by contribution assumption: employee only about $230,033 at 4% or $153,356 at 6%; with 50% employer match about $153,356 at 4% or $102,237 at 6%; with 100% employer match about $115,017 at 4% or $76,678 at 6%.
201516$2,333,160$39,605$6,601iApproximate average salary by contribution assumption: employee only about $165,021 at 4% or $110,014 at 6%; with 50% employer match about $110,014 at 4% or $73,343 at 6%; with 100% employer match about $82,510 at 4% or $55,007 at 6%.
Jamieson & Associates Ltd. Money Purchase Pension Trust-6$2,333,160$39,605$6,601iApproximate average salary by contribution assumption: employee only about $165,021 at 4% or $110,014 at 6%; with 50% employer match about $110,014 at 4% or $73,343 at 6%; with 100% employer match about $82,510 at 4% or $55,007 at 6%.
201416$2,542,566$61,940$10,323iApproximate average salary by contribution assumption: employee only about $258,083 at 4% or $172,056 at 6%; with 50% employer match about $172,056 at 4% or $114,704 at 6%; with 100% employer match about $129,042 at 4% or $86,028 at 6%.
Jamieson & Associates Ltd. Money Purchase Pension Trust-6$2,542,566$61,940$10,323iApproximate average salary by contribution assumption: employee only about $258,083 at 4% or $172,056 at 6%; with 50% employer match about $172,056 at 4% or $114,704 at 6%; with 100% employer match about $129,042 at 4% or $86,028 at 6%.
201315$2,559,159$43,328$8,666iApproximate average salary by contribution assumption: employee only about $216,640 at 4% or $144,427 at 6%; with 50% employer match about $144,427 at 4% or $96,284 at 6%; with 100% employer match about $108,320 at 4% or $72,213 at 6%.
Jamieson & Associates Ltd. Money Purchase Pension Trust-5$2,559,159$43,328$8,666iApproximate average salary by contribution assumption: employee only about $216,640 at 4% or $144,427 at 6%; with 50% employer match about $144,427 at 4% or $96,284 at 6%; with 100% employer match about $108,320 at 4% or $72,213 at 6%.
201216$2,317,125$39,614$6,602iApproximate average salary by contribution assumption: employee only about $165,058 at 4% or $110,039 at 6%; with 50% employer match about $110,039 at 4% or $73,359 at 6%; with 100% employer match about $82,529 at 4% or $55,019 at 6%.
Jamieson & Associates Ltd. Money Purchase Pension Trust-6$2,317,125$39,614$6,602iApproximate average salary by contribution assumption: employee only about $165,058 at 4% or $110,039 at 6%; with 50% employer match about $110,039 at 4% or $73,359 at 6%; with 100% employer match about $82,529 at 4% or $55,019 at 6%.
201118$2,033,856$38,434$4,804iApproximate average salary by contribution assumption: employee only about $120,106 at 4% or $80,071 at 6%; with 50% employer match about $80,071 at 4% or $53,381 at 6%; with 100% employer match about $60,053 at 4% or $40,035 at 6%.
Jamieson & Associates Ltd. Money Purchase Pension Trust-8$2,033,856$38,434$4,804iApproximate average salary by contribution assumption: employee only about $120,106 at 4% or $80,071 at 6%; with 50% employer match about $80,071 at 4% or $53,381 at 6%; with 100% employer match about $60,053 at 4% or $40,035 at 6%.
201018$1,709,243$57,012$7,127iApproximate average salary by contribution assumption: employee only about $178,163 at 4% or $118,775 at 6%; with 50% employer match about $118,775 at 4% or $79,183 at 6%; with 100% employer match about $89,081 at 4% or $59,388 at 6%.
Jamieson & Associates Ltd. Money Purchase Pension Trust-8$1,709,243$57,012$7,127iApproximate average salary by contribution assumption: employee only about $178,163 at 4% or $118,775 at 6%; with 50% employer match about $118,775 at 4% or $79,183 at 6%; with 100% employer match about $89,081 at 4% or $59,388 at 6%.
200917$1,708,332$108,416$15,488iApproximate average salary by contribution assumption: employee only about $387,200 at 4% or $258,133 at 6%; with 50% employer match about $258,133 at 4% or $172,089 at 6%; with 100% employer match about $193,600 at 4% or $129,067 at 6%.
Jamieson & Associates Ltd. Money Purchase Pension Trust-7$1,708,332$108,416$15,488iApproximate average salary by contribution assumption: employee only about $387,200 at 4% or $258,133 at 6%; with 50% employer match about $258,133 at 4% or $172,089 at 6%; with 100% employer match about $193,600 at 4% or $129,067 at 6%.
200814$0$0-
Jamieson & Associates Ltd. Money Purchase Pension Trust-4---
200713$0$0-
Jamieson & Associates Ltd. Money Purchase Pension Trust-3---
200616$2,191,567$96,327$16,055iApproximate average salary by contribution assumption: employee only about $401,363 at 4% or $267,575 at 6%; with 50% employer match about $267,575 at 4% or $178,383 at 6%; with 100% employer match about $200,681 at 4% or $133,788 at 6%.
Jamieson & Associates Ltd. Money Purchase Pension Trust-6$2,191,567$96,327$16,055iApproximate average salary by contribution assumption: employee only about $401,363 at 4% or $267,575 at 6%; with 50% employer match about $267,575 at 4% or $178,383 at 6%; with 100% employer match about $200,681 at 4% or $133,788 at 6%.
200514$1,847,876$85,393$21,348iApproximate average salary by contribution assumption: employee only about $533,706 at 4% or $355,804 at 6%; with 50% employer match about $355,804 at 4% or $237,203 at 6%; with 100% employer match about $266,853 at 4% or $177,902 at 6%.
Jamieson & Associates Ltd. Money Purchase Pension Trust-4$1,847,876$85,393$21,348iApproximate average salary by contribution assumption: employee only about $533,706 at 4% or $355,804 at 6%; with 50% employer match about $355,804 at 4% or $237,203 at 6%; with 100% employer match about $266,853 at 4% or $177,902 at 6%.
200415$1,647,493$60,899$12,180iApproximate average salary by contribution assumption: employee only about $304,495 at 4% or $202,997 at 6%; with 50% employer match about $202,997 at 4% or $135,331 at 6%; with 100% employer match about $152,248 at 4% or $101,498 at 6%.
Jamieson & Associates Ltd. Money Purchase Pension Trust-5$1,647,493$60,899$12,180iApproximate average salary by contribution assumption: employee only about $304,495 at 4% or $202,997 at 6%; with 50% employer match about $202,997 at 4% or $135,331 at 6%; with 100% employer match about $152,248 at 4% or $101,498 at 6%.
200314$1,456,875$52,808$13,202iApproximate average salary by contribution assumption: employee only about $330,050 at 4% or $220,033 at 6%; with 50% employer match about $220,033 at 4% or $146,689 at 6%; with 100% employer match about $165,025 at 4% or $110,017 at 6%.
Jamieson & Associates Ltd. Money Purchase Pension Trust-4$1,456,875$52,808$13,202iApproximate average salary by contribution assumption: employee only about $330,050 at 4% or $220,033 at 6%; with 50% employer match about $220,033 at 4% or $146,689 at 6%; with 100% employer match about $165,025 at 4% or $110,017 at 6%.
200214$0$0-
Jamieson & Associates Ltd. Money Purchase Pension Trust-4---
200114$0$0-
Jamieson & Associates Ltd. Money Purchase Pension Trust-4---
200013$0$0-
Jamieson & Associates Ltd. Money Purchase Pension Trust-3---
199913$1,407,400$33,471$11,157iApproximate average salary by contribution assumption: employee only about $278,925 at 4% or $185,950 at 6%; with 50% employer match about $185,950 at 4% or $123,967 at 6%; with 100% employer match about $139,463 at 4% or $92,975 at 6%.
Jamieson & Associates Ltd. Money Purchase Pension Trust-3$1,407,400$33,471$11,157iApproximate average salary by contribution assumption: employee only about $278,925 at 4% or $185,950 at 6%; with 50% employer match about $185,950 at 4% or $123,967 at 6%; with 100% employer match about $139,463 at 4% or $92,975 at 6%.