Civic Intelligence

Jerry Engle & Associates PLLC

Plan context: Jerry Engle & Associates PLLC 401(K) Plan

EIN 38-2337127 • Jackson, MI • 27 filings • 4 plans

1104 W Michigan AvenueJackson, MI 49201
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$220,680

2025 Contributions

$1,784

Historical Graphs

Total Assets Over Time

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

$664,286$332,143$0200020132024YearValue
$220,680Latest year 2024

Participants Over Time

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

530199920122024YearValue
2Latest 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
202510$0$0-
Jerry Engle & Associates PLLC 401(K) Plan-0$0$0-
202412$220,680$0-
Jerry Engle & Associates PLLC 401(K) Plan-2$220,680--
202312$298,762$0-
Jerry Engle & Associates PLLC 401(K) Plan-2$298,762--
202212$331,068$0-
Jerry Engle & Associates PLLC 401(K) Plan-2$331,068--
202112$456,760$0-
Jerry Engle & Associates PLLC 401(K) Plan-2$456,760--
202012$453,096$0-
Jerry Engle & Associates PLLC 401(K) Plan-2$453,096--
201912$389,001$0-
Jerry Engle & Associates PLLC 401(K) Plan-2$389,001$0-
201812$344,922$0-
Jerry Engle & Associates PLLC 401(K) Plan-2$344,922--
201712$378,997$0-
Jerry Engle & Associates PLLC 401(K) Plan-2$378,997$0-
201612$395,640$0-
Jerry Engle & Associates PLLC 401(K) Plan-2$395,640$0-
201513$632,257$1,784$595iApproximate average salary by contribution assumption: employee only about $14,867 at 4% or $9,911 at 6%; with 50% employer match about $9,911 at 4% or $6,607 at 6%; with 100% employer match about $7,433 at 4% or $4,956 at 6%.
Jerry Engle & Associates PLLC 401(K) Plan-3$632,257$1,784$595iApproximate average salary by contribution assumption: employee only about $14,867 at 4% or $9,911 at 6%; with 50% employer match about $9,911 at 4% or $6,607 at 6%; with 100% employer match about $7,433 at 4% or $4,956 at 6%.
201413$664,286$1,034$345iApproximate average salary by contribution assumption: employee only about $8,617 at 4% or $5,744 at 6%; with 50% employer match about $5,744 at 4% or $3,830 at 6%; with 100% employer match about $4,308 at 4% or $2,872 at 6%.
Jerry Engle & Associates PLLC 401(K) Plan-3$664,286$1,034$345iApproximate average salary by contribution assumption: employee only about $8,617 at 4% or $5,744 at 6%; with 50% employer match about $5,744 at 4% or $3,830 at 6%; with 100% employer match about $4,308 at 4% or $2,872 at 6%.
201313$644,032$1,034$345iApproximate average salary by contribution assumption: employee only about $8,617 at 4% or $5,744 at 6%; with 50% employer match about $5,744 at 4% or $3,830 at 6%; with 100% employer match about $4,308 at 4% or $2,872 at 6%.
Jerry Engle & Associates PLLC 401(K) Plan-3$644,032$1,034$345iApproximate average salary by contribution assumption: employee only about $8,617 at 4% or $5,744 at 6%; with 50% employer match about $5,744 at 4% or $3,830 at 6%; with 100% employer match about $4,308 at 4% or $2,872 at 6%.
201213$543,692$1,034$345iApproximate average salary by contribution assumption: employee only about $8,617 at 4% or $5,744 at 6%; with 50% employer match about $5,744 at 4% or $3,830 at 6%; with 100% employer match about $4,308 at 4% or $2,872 at 6%.
Jerry Engle & Associates PLLC 401(K) Plan-3$543,692$1,034$345iApproximate average salary by contribution assumption: employee only about $8,617 at 4% or $5,744 at 6%; with 50% employer match about $5,744 at 4% or $3,830 at 6%; with 100% employer match about $4,308 at 4% or $2,872 at 6%.
201111$500,776$1,034$1,034iApproximate average salary by contribution assumption: employee only about $25,850 at 4% or $17,233 at 6%; with 50% employer match about $17,233 at 4% or $11,489 at 6%; with 100% employer match about $12,925 at 4% or $8,617 at 6%.
Jerry Engle & Associates PLLC 401(K) Plan-1$500,776$1,034$1,034iApproximate average salary by contribution assumption: employee only about $25,850 at 4% or $17,233 at 6%; with 50% employer match about $17,233 at 4% or $11,489 at 6%; with 100% employer match about $12,925 at 4% or $8,617 at 6%.
201014$598,391$1,074$269iApproximate average salary by contribution assumption: employee only about $6,713 at 4% or $4,475 at 6%; with 50% employer match about $4,475 at 4% or $2,983 at 6%; with 100% employer match about $3,356 at 4% or $2,238 at 6%.
Jerry Engle & Associates PLLC 401(K) Plan-4$598,391$1,074$269iApproximate average salary by contribution assumption: employee only about $6,713 at 4% or $4,475 at 6%; with 50% employer match about $4,475 at 4% or $2,983 at 6%; with 100% employer match about $3,356 at 4% or $2,238 at 6%.
200914$552,303$2,494$624iApproximate average salary by contribution assumption: employee only about $15,588 at 4% or $10,392 at 6%; with 50% employer match about $10,392 at 4% or $6,928 at 6%; with 100% employer match about $7,794 at 4% or $5,196 at 6%.
Jerry Engle & Associates PLLC 401(K) Plan-4$552,303$2,494$624iApproximate average salary by contribution assumption: employee only about $15,588 at 4% or $10,392 at 6%; with 50% employer match about $10,392 at 4% or $6,928 at 6%; with 100% employer match about $7,794 at 4% or $5,196 at 6%.
200814$357,371$5,157$1,289iApproximate average salary by contribution assumption: employee only about $32,231 at 4% or $21,488 at 6%; with 50% employer match about $21,488 at 4% or $14,325 at 6%; with 100% employer match about $16,116 at 4% or $10,744 at 6%.
Jerry Engle & Associates PLLC 401(K) Plan-4$357,371$5,157$1,289iApproximate average salary by contribution assumption: employee only about $32,231 at 4% or $21,488 at 6%; with 50% employer match about $21,488 at 4% or $14,325 at 6%; with 100% employer match about $16,116 at 4% or $10,744 at 6%.
200714$0$0-
Jerry Engle & Associates PLLC 401(K) Plan-4---
200614$496,774$34,369$8,592iApproximate average salary by contribution assumption: employee only about $214,806 at 4% or $143,204 at 6%; with 50% employer match about $143,204 at 4% or $95,469 at 6%; with 100% employer match about $107,403 at 4% or $71,602 at 6%.
Jerry Engle & Associates PLLC 401(K) Plan-4$496,774$34,369$8,592iApproximate average salary by contribution assumption: employee only about $214,806 at 4% or $143,204 at 6%; with 50% employer match about $143,204 at 4% or $95,469 at 6%; with 100% employer match about $107,403 at 4% or $71,602 at 6%.
200514$426,766$45,533$11,383iApproximate average salary by contribution assumption: employee only about $284,581 at 4% or $189,721 at 6%; with 50% employer match about $189,721 at 4% or $126,481 at 6%; with 100% employer match about $142,291 at 4% or $94,860 at 6%.
Jerry Engle & Associates PLLC 401(K) Plan-4$426,766$45,533$11,383iApproximate average salary by contribution assumption: employee only about $284,581 at 4% or $189,721 at 6%; with 50% employer match about $189,721 at 4% or $126,481 at 6%; with 100% employer match about $142,291 at 4% or $94,860 at 6%.
200415$344,440$52,903$10,581iApproximate average salary by contribution assumption: employee only about $264,515 at 4% or $176,343 at 6%; with 50% employer match about $176,343 at 4% or $117,562 at 6%; with 100% employer match about $132,258 at 4% or $88,172 at 6%.
Jerry Engle & Associates PLLC 401(K) Plan-5$344,440$52,903$10,581iApproximate average salary by contribution assumption: employee only about $264,515 at 4% or $176,343 at 6%; with 50% employer match about $176,343 at 4% or $117,562 at 6%; with 100% employer match about $132,258 at 4% or $88,172 at 6%.
200315$267,446$43,607$8,721iApproximate average salary by contribution assumption: employee only about $218,035 at 4% or $145,357 at 6%; with 50% employer match about $145,357 at 4% or $96,904 at 6%; with 100% employer match about $109,018 at 4% or $72,678 at 6%.
Jerry Engle & Associates PLLC 401(K) Plan-5$267,446$43,607$8,721iApproximate average salary by contribution assumption: employee only about $218,035 at 4% or $145,357 at 6%; with 50% employer match about $145,357 at 4% or $96,904 at 6%; with 100% employer match about $109,018 at 4% or $72,678 at 6%.
200215$189,878$43,024$8,605iApproximate average salary by contribution assumption: employee only about $215,120 at 4% or $143,413 at 6%; with 50% employer match about $143,413 at 4% or $95,609 at 6%; with 100% employer match about $107,560 at 4% or $71,707 at 6%.
Jerry Engle & Associates PLLC 401(K) Plan-5$189,878$43,024$8,605iApproximate average salary by contribution assumption: employee only about $215,120 at 4% or $143,413 at 6%; with 50% employer match about $143,413 at 4% or $95,609 at 6%; with 100% employer match about $107,560 at 4% or $71,707 at 6%.
200114$0$0-
Jerry Engle & Associates PLLC 401(K) Plan-4---
200014$171,106$16,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Jerry Engle & Associates PLLC 401(K) Plan-4$171,106$16,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
199914$0$0-
Jerry Engle & Associates PLLC 401(K) Plan-4---