Nels Jorgenson & Co.
Plan context: Second Restatement of Nels Jorgenson & Co., Employees Profit Sharing Trust
EIN 38-1802495 • 8 filings • 2 plans
Current Snapshot
Latest Year
2006
2006 Participants
5
2006 Assets
$1,351,508
2006 Contributions
$25,996
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 0 | $1,351,508 | $25,996 | - |
| Second Restatement of Nels Jorgenson & Co., Employees Profit Sharing Trust | - | 0 | $1,351,508 | $25,996 | - |
| 2005 | 1 | 5 | $1,241,050 | $22,580 | $4,516iApproximate average salary by contribution assumption: employee only about $112,900 at 4% or $75,267 at 6%; with 50% employer match about $75,267 at 4% or $50,178 at 6%; with 100% employer match about $56,450 at 4% or $37,633 at 6%. |
| Second Restatement of Nels Jorgenson & Co., Employees Profit Sharing Trust | - | 5 | $1,241,050 | $22,580 | $4,516iApproximate average salary by contribution assumption: employee only about $112,900 at 4% or $75,267 at 6%; with 50% employer match about $75,267 at 4% or $50,178 at 6%; with 100% employer match about $56,450 at 4% or $37,633 at 6%. |
| 2004 | 1 | 5 | $1,154,201 | $28,980 | $5,796iApproximate average salary by contribution assumption: employee only about $144,900 at 4% or $96,600 at 6%; with 50% employer match about $96,600 at 4% or $64,400 at 6%; with 100% employer match about $72,450 at 4% or $48,300 at 6%. |
| Second Restatement of Nels Jorgenson & Co., Employees Profit Sharing Trust | - | 5 | $1,154,201 | $28,980 | $5,796iApproximate average salary by contribution assumption: employee only about $144,900 at 4% or $96,600 at 6%; with 50% employer match about $96,600 at 4% or $64,400 at 6%; with 100% employer match about $72,450 at 4% or $48,300 at 6%. |
| 2003 | 1 | 5 | $1,096,413 | $20,300 | $4,060iApproximate average salary by contribution assumption: employee only about $101,500 at 4% or $67,667 at 6%; with 50% employer match about $67,667 at 4% or $45,111 at 6%; with 100% employer match about $50,750 at 4% or $33,833 at 6%. |
| Second Restatement of Nels Jorgenson & Co., Employees Profit Sharing Trust | - | 5 | $1,096,413 | $20,300 | $4,060iApproximate average salary by contribution assumption: employee only about $101,500 at 4% or $67,667 at 6%; with 50% employer match about $67,667 at 4% or $45,111 at 6%; with 100% employer match about $50,750 at 4% or $33,833 at 6%. |
| 2002 | 1 | 5 | $0 | $0 | - |
| Second Restatement of Nels Jorgenson & Co., Employees Profit Sharing Trust | - | 5 | - | - | - |
| 2001 | 1 | 5 | $0 | $0 | - |
| Second Restatement of Nels Jorgenson & Co., Employees Profit Sharing Trust | - | 5 | - | - | - |
| 2000 | 1 | 5 | $962,606 | $41,104 | $8,221iApproximate average salary by contribution assumption: employee only about $205,520 at 4% or $137,013 at 6%; with 50% employer match about $137,013 at 4% or $91,342 at 6%; with 100% employer match about $102,760 at 4% or $68,507 at 6%. |
| Second Restatement of Nels Jorgenson & Co., Employees Profit Sharing Trust | - | 5 | $962,606 | $41,104 | $8,221iApproximate average salary by contribution assumption: employee only about $205,520 at 4% or $137,013 at 6%; with 50% employer match about $137,013 at 4% or $91,342 at 6%; with 100% employer match about $102,760 at 4% or $68,507 at 6%. |
| 1999 | 1 | 4 | $869,452 | $0 | - |
| Second Restatement of Nels Jorgenson & Co., Employees Profit Sharing Trust | - | 4 | $869,452 | - | - |