Civic Intelligence

JORGENSEN & ASSOC, INC. 401K PLAN

Plan context: Jorgensen & Associates Inc. 401K Plan

EIN 36-3668574 • Lake Villa, IL • 27 filings • 3 plans

120 Park AvenueLake Villa, IL 60046-9093
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$912,986

2024 Contributions

$24,326

Historical Graphs

Total Assets Over Time

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

$912,986$456,493$0199920122024YearValue
$912,986Latest year 2024

Participants Over Time

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

1050199920122024YearValue
7Latest year 2024

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
202417$912,986$24,326$3,475iApproximate average salary by contribution assumption: employee only about $86,879 at 4% or $57,919 at 6%; with 50% employer match about $57,919 at 4% or $38,613 at 6%; with 100% employer match about $43,439 at 4% or $28,960 at 6%.
Jorgensen & Associates Inc. 401K Plan-7$912,986$24,326$3,475iApproximate average salary by contribution assumption: employee only about $86,879 at 4% or $57,919 at 6%; with 50% employer match about $57,919 at 4% or $38,613 at 6%; with 100% employer match about $43,439 at 4% or $28,960 at 6%.
202317$752,426$23,898$3,414iApproximate average salary by contribution assumption: employee only about $85,350 at 4% or $56,900 at 6%; with 50% employer match about $56,900 at 4% or $37,933 at 6%; with 100% employer match about $42,675 at 4% or $28,450 at 6%.
Jorgensen & Associates Inc. 401K Plan-7$752,426$23,898$3,414iApproximate average salary by contribution assumption: employee only about $85,350 at 4% or $56,900 at 6%; with 50% employer match about $56,900 at 4% or $37,933 at 6%; with 100% employer match about $42,675 at 4% or $28,450 at 6%.
202216$576,354$26,942$4,490iApproximate average salary by contribution assumption: employee only about $112,258 at 4% or $74,839 at 6%; with 50% employer match about $74,839 at 4% or $49,893 at 6%; with 100% employer match about $56,129 at 4% or $37,419 at 6%.
Jorgensen & Associates Inc. 401K Plan-6$576,354$26,942$4,490iApproximate average salary by contribution assumption: employee only about $112,258 at 4% or $74,839 at 6%; with 50% employer match about $74,839 at 4% or $49,893 at 6%; with 100% employer match about $56,129 at 4% or $37,419 at 6%.
202117$738,508$29,573$4,225iApproximate average salary by contribution assumption: employee only about $105,618 at 4% or $70,412 at 6%; with 50% employer match about $70,412 at 4% or $46,941 at 6%; with 100% employer match about $52,809 at 4% or $35,206 at 6%.
Jorgensen & Associates Inc. 401K Plan-7$738,508$29,573$4,225iApproximate average salary by contribution assumption: employee only about $105,618 at 4% or $70,412 at 6%; with 50% employer match about $70,412 at 4% or $46,941 at 6%; with 100% employer match about $52,809 at 4% or $35,206 at 6%.
202017$630,059$27,921$3,989iApproximate average salary by contribution assumption: employee only about $99,718 at 4% or $66,479 at 6%; with 50% employer match about $66,479 at 4% or $44,319 at 6%; with 100% employer match about $49,859 at 4% or $33,239 at 6%.
Jorgensen & Associates Inc. 401K Plan-7$630,059$27,921$3,989iApproximate average salary by contribution assumption: employee only about $99,718 at 4% or $66,479 at 6%; with 50% employer match about $66,479 at 4% or $44,319 at 6%; with 100% employer match about $49,859 at 4% or $33,239 at 6%.
201917$516,118$21,211$3,030iApproximate average salary by contribution assumption: employee only about $75,754 at 4% or $50,502 at 6%; with 50% employer match about $50,502 at 4% or $33,668 at 6%; with 100% employer match about $37,877 at 4% or $25,251 at 6%.
Jorgensen & Associates Inc. 401K Plan-7$516,118$21,211$3,030iApproximate average salary by contribution assumption: employee only about $75,754 at 4% or $50,502 at 6%; with 50% employer match about $50,502 at 4% or $33,668 at 6%; with 100% employer match about $37,877 at 4% or $25,251 at 6%.
201816$400,320$20,249$3,375iApproximate average salary by contribution assumption: employee only about $84,371 at 4% or $56,247 at 6%; with 50% employer match about $56,247 at 4% or $37,498 at 6%; with 100% employer match about $42,185 at 4% or $28,124 at 6%.
Jorgensen & Associates Inc. 401K Plan-6$400,320$20,249$3,375iApproximate average salary by contribution assumption: employee only about $84,371 at 4% or $56,247 at 6%; with 50% employer match about $56,247 at 4% or $37,498 at 6%; with 100% employer match about $42,185 at 4% or $28,124 at 6%.
201716$400,460$21,743$3,624iApproximate average salary by contribution assumption: employee only about $90,596 at 4% or $60,397 at 6%; with 50% employer match about $60,397 at 4% or $40,265 at 6%; with 100% employer match about $45,298 at 4% or $30,199 at 6%.
Jorgensen & Associates Inc. 401K Plan-6$400,460$21,743$3,624iApproximate average salary by contribution assumption: employee only about $90,596 at 4% or $60,397 at 6%; with 50% employer match about $60,397 at 4% or $40,265 at 6%; with 100% employer match about $45,298 at 4% or $30,199 at 6%.
201616$316,760$21,538$3,590iApproximate average salary by contribution assumption: employee only about $89,742 at 4% or $59,828 at 6%; with 50% employer match about $59,828 at 4% or $39,885 at 6%; with 100% employer match about $44,871 at 4% or $29,914 at 6%.
Jorgensen & Associates Inc. 401K Plan-6$316,760$21,538$3,590iApproximate average salary by contribution assumption: employee only about $89,742 at 4% or $59,828 at 6%; with 50% employer match about $59,828 at 4% or $39,885 at 6%; with 100% employer match about $44,871 at 4% or $29,914 at 6%.
201516$283,204$21,393$3,566iApproximate average salary by contribution assumption: employee only about $89,138 at 4% or $59,425 at 6%; with 50% employer match about $59,425 at 4% or $39,617 at 6%; with 100% employer match about $44,569 at 4% or $29,713 at 6%.
Jorgensen & Associates Inc. 401K Plan-6$283,204$21,393$3,566iApproximate average salary by contribution assumption: employee only about $89,138 at 4% or $59,425 at 6%; with 50% employer match about $59,425 at 4% or $39,617 at 6%; with 100% employer match about $44,569 at 4% or $29,713 at 6%.
201416$308,461$19,270$3,212iApproximate average salary by contribution assumption: employee only about $80,292 at 4% or $53,528 at 6%; with 50% employer match about $53,528 at 4% or $35,685 at 6%; with 100% employer match about $40,146 at 4% or $26,764 at 6%.
Jorgensen & Associates Inc. 401K Plan-6$308,461$19,270$3,212iApproximate average salary by contribution assumption: employee only about $80,292 at 4% or $53,528 at 6%; with 50% employer match about $53,528 at 4% or $35,685 at 6%; with 100% employer match about $40,146 at 4% or $26,764 at 6%.
201315$268,460$17,759$3,552iApproximate average salary by contribution assumption: employee only about $88,795 at 4% or $59,197 at 6%; with 50% employer match about $59,197 at 4% or $39,464 at 6%; with 100% employer match about $44,398 at 4% or $29,598 at 6%.
Jorgensen & Associates Inc. 401K Plan-5$268,460$17,759$3,552iApproximate average salary by contribution assumption: employee only about $88,795 at 4% or $59,197 at 6%; with 50% employer match about $59,197 at 4% or $39,464 at 6%; with 100% employer match about $44,398 at 4% or $29,598 at 6%.
201215$225,957$15,892$3,178iApproximate average salary by contribution assumption: employee only about $79,460 at 4% or $52,973 at 6%; with 50% employer match about $52,973 at 4% or $35,316 at 6%; with 100% employer match about $39,730 at 4% or $26,487 at 6%.
Jorgensen & Associates Inc. 401K Plan-5$225,957$15,892$3,178iApproximate average salary by contribution assumption: employee only about $79,460 at 4% or $52,973 at 6%; with 50% employer match about $52,973 at 4% or $35,316 at 6%; with 100% employer match about $39,730 at 4% or $26,487 at 6%.
201115$186,673$17,822$3,564iApproximate average salary by contribution assumption: employee only about $89,110 at 4% or $59,407 at 6%; with 50% employer match about $59,407 at 4% or $39,604 at 6%; with 100% employer match about $44,555 at 4% or $29,703 at 6%.
Jorgensen & Associates Inc. 401K Plan-5$186,673$17,822$3,564iApproximate average salary by contribution assumption: employee only about $89,110 at 4% or $59,407 at 6%; with 50% employer match about $59,407 at 4% or $39,604 at 6%; with 100% employer match about $44,555 at 4% or $29,703 at 6%.
201015$164,202$15,504$3,101iApproximate average salary by contribution assumption: employee only about $77,520 at 4% or $51,680 at 6%; with 50% employer match about $51,680 at 4% or $34,453 at 6%; with 100% employer match about $38,760 at 4% or $25,840 at 6%.
Jorgensen & Associates Inc. 401K Plan-5$164,202$15,504$3,101iApproximate average salary by contribution assumption: employee only about $77,520 at 4% or $51,680 at 6%; with 50% employer match about $51,680 at 4% or $34,453 at 6%; with 100% employer match about $38,760 at 4% or $25,840 at 6%.
200926$307,500$29,406$4,901iApproximate average salary by contribution assumption: employee only about $122,525 at 4% or $81,683 at 6%; with 50% employer match about $81,683 at 4% or $54,456 at 6%; with 100% employer match about $61,263 at 4% or $40,842 at 6%.
Jorgensen & Associates Inc. 401K Plan-6$153,750$14,703$2,451iApproximate average salary by contribution assumption: employee only about $61,263 at 4% or $40,842 at 6%; with 50% employer match about $40,842 at 4% or $27,228 at 6%; with 100% employer match about $30,631 at 4% or $20,421 at 6%.
Jorgensen & Associates Inc. 401K Plan-6$153,750$14,703$2,451iApproximate average salary by contribution assumption: employee only about $61,263 at 4% or $40,842 at 6%; with 50% employer match about $40,842 at 4% or $27,228 at 6%; with 100% employer match about $30,631 at 4% or $20,421 at 6%.
2008110$125,872$11,501$1,150iApproximate average salary by contribution assumption: employee only about $28,752 at 4% or $19,168 at 6%; with 50% employer match about $19,168 at 4% or $12,779 at 6%; with 100% employer match about $14,376 at 4% or $9,584 at 6%.
Jorgensen & Associates Inc. 401K Plan-10$125,872$11,501$1,150iApproximate average salary by contribution assumption: employee only about $28,752 at 4% or $19,168 at 6%; with 50% employer match about $19,168 at 4% or $12,779 at 6%; with 100% employer match about $14,376 at 4% or $9,584 at 6%.
200718$171,544$12,312$1,539iApproximate average salary by contribution assumption: employee only about $38,475 at 4% or $25,650 at 6%; with 50% employer match about $25,650 at 4% or $17,100 at 6%; with 100% employer match about $19,238 at 4% or $12,825 at 6%.
Jorgensen & Associates Inc. 401K Plan-8$171,544$12,312$1,539iApproximate average salary by contribution assumption: employee only about $38,475 at 4% or $25,650 at 6%; with 50% employer match about $25,650 at 4% or $17,100 at 6%; with 100% employer match about $19,238 at 4% or $12,825 at 6%.
200619$149,283$12,671$1,408iApproximate average salary by contribution assumption: employee only about $35,197 at 4% or $23,465 at 6%; with 50% employer match about $23,465 at 4% or $15,643 at 6%; with 100% employer match about $17,599 at 4% or $11,732 at 6%.
Jorgensen & Associates Inc. 401K Plan-9$149,283$12,671$1,408iApproximate average salary by contribution assumption: employee only about $35,197 at 4% or $23,465 at 6%; with 50% employer match about $23,465 at 4% or $15,643 at 6%; with 100% employer match about $17,599 at 4% or $11,732 at 6%.
200515$123,655$14,047$2,809iApproximate average salary by contribution assumption: employee only about $70,235 at 4% or $46,823 at 6%; with 50% employer match about $46,823 at 4% or $31,216 at 6%; with 100% employer match about $35,118 at 4% or $23,412 at 6%.
Jorgensen & Associates Inc. 401K Plan-5$123,655$14,047$2,809iApproximate average salary by contribution assumption: employee only about $70,235 at 4% or $46,823 at 6%; with 50% employer match about $46,823 at 4% or $31,216 at 6%; with 100% employer match about $35,118 at 4% or $23,412 at 6%.
200415$101,253$16,806$3,361iApproximate average salary by contribution assumption: employee only about $84,030 at 4% or $56,020 at 6%; with 50% employer match about $56,020 at 4% or $37,347 at 6%; with 100% employer match about $42,015 at 4% or $28,010 at 6%.
Jorgensen & Associates Inc. 401K Plan-5$101,253$16,806$3,361iApproximate average salary by contribution assumption: employee only about $84,030 at 4% or $56,020 at 6%; with 50% employer match about $56,020 at 4% or $37,347 at 6%; with 100% employer match about $42,015 at 4% or $28,010 at 6%.
200315$75,574$16,990$3,398iApproximate average salary by contribution assumption: employee only about $84,950 at 4% or $56,633 at 6%; with 50% employer match about $56,633 at 4% or $37,756 at 6%; with 100% employer match about $42,475 at 4% or $28,317 at 6%.
Jorgensen & Associates Inc. 401K Plan-5$75,574$16,990$3,398iApproximate average salary by contribution assumption: employee only about $84,950 at 4% or $56,633 at 6%; with 50% employer match about $56,633 at 4% or $37,756 at 6%; with 100% employer match about $42,475 at 4% or $28,317 at 6%.
200215$45,668$16,478$3,296iApproximate average salary by contribution assumption: employee only about $82,390 at 4% or $54,927 at 6%; with 50% employer match about $54,927 at 4% or $36,618 at 6%; with 100% employer match about $41,195 at 4% or $27,463 at 6%.
Jorgensen & Associates Inc. 401K Plan-5$45,668$16,478$3,296iApproximate average salary by contribution assumption: employee only about $82,390 at 4% or $54,927 at 6%; with 50% employer match about $54,927 at 4% or $36,618 at 6%; with 100% employer match about $41,195 at 4% or $27,463 at 6%.
200116$0$0-
Jorgensen & Associates Inc. 401K Plan-6---
200017$27,613$8,958$1,280iApproximate average salary by contribution assumption: employee only about $31,993 at 4% or $21,329 at 6%; with 50% employer match about $21,329 at 4% or $14,219 at 6%; with 100% employer match about $15,996 at 4% or $10,664 at 6%.
Jorgensen & Associates Inc. 401K Plan-7$27,613$8,958$1,280iApproximate average salary by contribution assumption: employee only about $31,993 at 4% or $21,329 at 6%; with 50% employer match about $21,329 at 4% or $14,219 at 6%; with 100% employer match about $15,996 at 4% or $10,664 at 6%.
199916$21,236$9,598$1,600iApproximate average salary by contribution assumption: employee only about $39,992 at 4% or $26,661 at 6%; with 50% employer match about $26,661 at 4% or $17,774 at 6%; with 100% employer match about $19,996 at 4% or $13,331 at 6%.
Jorgensen & Associates Inc. 401K Plan-6$21,236$9,598$1,600iApproximate average salary by contribution assumption: employee only about $39,992 at 4% or $26,661 at 6%; with 50% employer match about $26,661 at 4% or $17,774 at 6%; with 100% employer match about $19,996 at 4% or $13,331 at 6%.