Civic Intelligence

Reffue, Pas, Jacobson & Koster

Plan context: Reffue, Pas, Jacobson & Koster Retirement Savings Plan

EIN 39-1205140 • Monroe, WI • 25 filings • 4 plans

901-16th Ave.Monroe, WI 53566
Current Snapshot

Latest Year

2023

2023 Participants

23

2023 Assets

$6,768,170

2023 Contributions

$142,609

Historical Graphs

Total Assets Over Time

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

$7,177,009$3,588,505$0199920152023YearValue
$6,768,170Latest year 2023

Participants Over Time

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

26130199920112023YearValue
23Latest 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
2023123$6,768,170$142,609$6,200iApproximate average salary by contribution assumption: employee only about $155,010 at 4% or $103,340 at 6%; with 50% employer match about $103,340 at 4% or $68,893 at 6%; with 100% employer match about $77,505 at 4% or $51,670 at 6%.
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-23$6,768,170$142,609$6,200iApproximate average salary by contribution assumption: employee only about $155,010 at 4% or $103,340 at 6%; with 50% employer match about $103,340 at 4% or $68,893 at 6%; with 100% employer match about $77,505 at 4% or $51,670 at 6%.
2022124$5,765,374$144,257$6,011iApproximate average salary by contribution assumption: employee only about $150,268 at 4% or $100,178 at 6%; with 50% employer match about $100,178 at 4% or $66,786 at 6%; with 100% employer match about $75,134 at 4% or $50,089 at 6%.
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-24$5,765,374$144,257$6,011iApproximate average salary by contribution assumption: employee only about $150,268 at 4% or $100,178 at 6%; with 50% employer match about $100,178 at 4% or $66,786 at 6%; with 100% employer match about $75,134 at 4% or $50,089 at 6%.
2021122$5,555,454$190,093$8,641iApproximate average salary by contribution assumption: employee only about $216,015 at 4% or $144,010 at 6%; with 50% employer match about $144,010 at 4% or $96,007 at 6%; with 100% employer match about $108,007 at 4% or $72,005 at 6%.
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-22$5,555,454$190,093$8,641iApproximate average salary by contribution assumption: employee only about $216,015 at 4% or $144,010 at 6%; with 50% employer match about $144,010 at 4% or $96,007 at 6%; with 100% employer match about $108,007 at 4% or $72,005 at 6%.
2020124$7,177,009$226,255$9,427iApproximate average salary by contribution assumption: employee only about $235,682 at 4% or $157,122 at 6%; with 50% employer match about $157,122 at 4% or $104,748 at 6%; with 100% employer match about $117,841 at 4% or $78,561 at 6%.
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-24$7,177,009$226,255$9,427iApproximate average salary by contribution assumption: employee only about $235,682 at 4% or $157,122 at 6%; with 50% employer match about $157,122 at 4% or $104,748 at 6%; with 100% employer match about $117,841 at 4% or $78,561 at 6%.
2019124$6,389,150$253,035$10,543iApproximate average salary by contribution assumption: employee only about $263,578 at 4% or $175,719 at 6%; with 50% employer match about $175,719 at 4% or $117,146 at 6%; with 100% employer match about $131,789 at 4% or $87,859 at 6%.
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-24$6,389,150$253,035$10,543iApproximate average salary by contribution assumption: employee only about $263,578 at 4% or $175,719 at 6%; with 50% employer match about $175,719 at 4% or $117,146 at 6%; with 100% employer match about $131,789 at 4% or $87,859 at 6%.
2018124$5,801,112$162,106$6,754iApproximate average salary by contribution assumption: employee only about $168,860 at 4% or $112,574 at 6%; with 50% employer match about $112,574 at 4% or $75,049 at 6%; with 100% employer match about $84,430 at 4% or $56,287 at 6%.
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-24$5,801,112$162,106$6,754iApproximate average salary by contribution assumption: employee only about $168,860 at 4% or $112,574 at 6%; with 50% employer match about $112,574 at 4% or $75,049 at 6%; with 100% employer match about $84,430 at 4% or $56,287 at 6%.
2017125$5,809,378$160,329$6,413iApproximate average salary by contribution assumption: employee only about $160,329 at 4% or $106,886 at 6%; with 50% employer match about $106,886 at 4% or $71,257 at 6%; with 100% employer match about $80,165 at 4% or $53,443 at 6%.
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-25$5,809,378$160,329$6,413iApproximate average salary by contribution assumption: employee only about $160,329 at 4% or $106,886 at 6%; with 50% employer match about $106,886 at 4% or $71,257 at 6%; with 100% employer match about $80,165 at 4% or $53,443 at 6%.
2016126$5,428,646$160,239$6,163iApproximate average salary by contribution assumption: employee only about $154,076 at 4% or $102,717 at 6%; with 50% employer match about $102,717 at 4% or $68,478 at 6%; with 100% employer match about $77,038 at 4% or $51,359 at 6%.
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-26$5,428,646$160,239$6,163iApproximate average salary by contribution assumption: employee only about $154,076 at 4% or $102,717 at 6%; with 50% employer match about $102,717 at 4% or $68,478 at 6%; with 100% employer match about $77,038 at 4% or $51,359 at 6%.
2015126$4,807,462$142,643$5,486iApproximate average salary by contribution assumption: employee only about $137,157 at 4% or $91,438 at 6%; with 50% employer match about $91,438 at 4% or $60,959 at 6%; with 100% employer match about $68,578 at 4% or $45,719 at 6%.
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-26$4,807,462$142,643$5,486iApproximate average salary by contribution assumption: employee only about $137,157 at 4% or $91,438 at 6%; with 50% employer match about $91,438 at 4% or $60,959 at 6%; with 100% employer match about $68,578 at 4% or $45,719 at 6%.
2014126$4,785,468$159,738$6,144iApproximate average salary by contribution assumption: employee only about $153,594 at 4% or $102,396 at 6%; with 50% employer match about $102,396 at 4% or $68,264 at 6%; with 100% employer match about $76,797 at 4% or $51,198 at 6%.
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-26$4,785,468$159,738$6,144iApproximate average salary by contribution assumption: employee only about $153,594 at 4% or $102,396 at 6%; with 50% employer match about $102,396 at 4% or $68,264 at 6%; with 100% employer match about $76,797 at 4% or $51,198 at 6%.
2013126$4,665,088$182,527$7,020iApproximate average salary by contribution assumption: employee only about $175,507 at 4% or $117,004 at 6%; with 50% employer match about $117,004 at 4% or $78,003 at 6%; with 100% employer match about $87,753 at 4% or $58,502 at 6%.
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-26$4,665,088$182,527$7,020iApproximate average salary by contribution assumption: employee only about $175,507 at 4% or $117,004 at 6%; with 50% employer match about $117,004 at 4% or $78,003 at 6%; with 100% employer match about $87,753 at 4% or $58,502 at 6%.
2012125$4,133,690$172,787$6,911iApproximate average salary by contribution assumption: employee only about $172,787 at 4% or $115,191 at 6%; with 50% employer match about $115,191 at 4% or $76,794 at 6%; with 100% employer match about $86,394 at 4% or $57,596 at 6%.
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-25$4,133,690$172,787$6,911iApproximate average salary by contribution assumption: employee only about $172,787 at 4% or $115,191 at 6%; with 50% employer match about $115,191 at 4% or $76,794 at 6%; with 100% employer match about $86,394 at 4% or $57,596 at 6%.
2011125$3,351,425$187,602$7,504iApproximate average salary by contribution assumption: employee only about $187,602 at 4% or $125,068 at 6%; with 50% employer match about $125,068 at 4% or $83,379 at 6%; with 100% employer match about $93,801 at 4% or $62,534 at 6%.
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-25$3,351,425$187,602$7,504iApproximate average salary by contribution assumption: employee only about $187,602 at 4% or $125,068 at 6%; with 50% employer match about $125,068 at 4% or $83,379 at 6%; with 100% employer match about $93,801 at 4% or $62,534 at 6%.
2010122$2,609,670$181,438$8,247iApproximate average salary by contribution assumption: employee only about $206,180 at 4% or $137,453 at 6%; with 50% employer match about $137,453 at 4% or $91,635 at 6%; with 100% employer match about $103,090 at 4% or $68,727 at 6%.
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-22$2,609,670$181,438$8,247iApproximate average salary by contribution assumption: employee only about $206,180 at 4% or $137,453 at 6%; with 50% employer match about $137,453 at 4% or $91,635 at 6%; with 100% employer match about $103,090 at 4% or $68,727 at 6%.
2009122$2,549,403$227,176$10,326iApproximate average salary by contribution assumption: employee only about $258,155 at 4% or $172,103 at 6%; with 50% employer match about $172,103 at 4% or $114,735 at 6%; with 100% employer match about $129,077 at 4% or $86,052 at 6%.
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-22$2,549,403$227,176$10,326iApproximate average salary by contribution assumption: employee only about $258,155 at 4% or $172,103 at 6%; with 50% employer match about $172,103 at 4% or $114,735 at 6%; with 100% employer match about $129,077 at 4% or $86,052 at 6%.
2008119$0$0-
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-19---
2007120$0$0-
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-20---
2006120$0$0-
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-20---
2005119$0$0-
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-19---
2004119$1,670,449$151,918$7,996iApproximate average salary by contribution assumption: employee only about $199,892 at 4% or $133,261 at 6%; with 50% employer match about $133,261 at 4% or $88,841 at 6%; with 100% employer match about $99,946 at 4% or $66,631 at 6%.
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-19$1,670,449$151,918$7,996iApproximate average salary by contribution assumption: employee only about $199,892 at 4% or $133,261 at 6%; with 50% employer match about $133,261 at 4% or $88,841 at 6%; with 100% employer match about $99,946 at 4% or $66,631 at 6%.
2003119$1,322,311$149,418$7,864iApproximate average salary by contribution assumption: employee only about $196,603 at 4% or $131,068 at 6%; with 50% employer match about $131,068 at 4% or $87,379 at 6%; with 100% employer match about $98,301 at 4% or $65,534 at 6%.
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-19$1,322,311$149,418$7,864iApproximate average salary by contribution assumption: employee only about $196,603 at 4% or $131,068 at 6%; with 50% employer match about $131,068 at 4% or $87,379 at 6%; with 100% employer match about $98,301 at 4% or $65,534 at 6%.
2002120$0$0-
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-20---
2001119$0$0-
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-19---
2000120$0$0-
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-20---
1999119$1,092,434$118,906$6,258iApproximate average salary by contribution assumption: employee only about $156,455 at 4% or $104,304 at 6%; with 50% employer match about $104,304 at 4% or $69,536 at 6%; with 100% employer match about $78,228 at 4% or $52,152 at 6%.
Reffue, Pas, Jacobson & Koster Retirement Savings Plan-19$1,092,434$118,906$6,258iApproximate average salary by contribution assumption: employee only about $156,455 at 4% or $104,304 at 6%; with 50% employer match about $104,304 at 4% or $69,536 at 6%; with 100% employer match about $78,228 at 4% or $52,152 at 6%.