Civic Intelligence

Donovan & Jorgenson Inc.

Plan context: Donovan & Jorgenson Inc. 401(K) Plan

EIN 39-1558599 • New Berlin, WI • 21 filings • 3 plans

16935 W. Greenfield AvenueNew Berlin, WI 53151
Current Snapshot

Latest Year

2025

2025 Participants

28

2025 Assets

$2,144,037

2025 Contributions

$81,147

Historical Graphs

Total Assets Over Time

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

$2,144,037$1,072,019$0200520152025YearValue
$2,144,037Latest year 2025

Participants Over Time

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

66330200520152025YearValue
28Latest year 2025

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
2025128$2,144,037$81,147$2,898iApproximate average salary by contribution assumption: employee only about $72,453 at 4% or $48,302 at 6%; with 50% employer match about $48,302 at 4% or $32,201 at 6%; with 100% employer match about $36,226 at 4% or $24,151 at 6%.
Donovan & Jorgenson Inc. 401(K) Plan-28$2,144,037$81,147$2,898iApproximate average salary by contribution assumption: employee only about $72,453 at 4% or $48,302 at 6%; with 50% employer match about $48,302 at 4% or $32,201 at 6%; with 100% employer match about $36,226 at 4% or $24,151 at 6%.
2024130$2,034,131$105,751$3,525iApproximate average salary by contribution assumption: employee only about $88,126 at 4% or $58,751 at 6%; with 50% employer match about $58,751 at 4% or $39,167 at 6%; with 100% employer match about $44,063 at 4% or $29,375 at 6%.
Donovan & Jorgenson Inc. 401(K) Plan-30$2,034,131$105,751$3,525iApproximate average salary by contribution assumption: employee only about $88,126 at 4% or $58,751 at 6%; with 50% employer match about $58,751 at 4% or $39,167 at 6%; with 100% employer match about $44,063 at 4% or $29,375 at 6%.
2023130$1,764,969$99,495$3,317iApproximate average salary by contribution assumption: employee only about $82,913 at 4% or $55,275 at 6%; with 50% employer match about $55,275 at 4% or $36,850 at 6%; with 100% employer match about $41,456 at 4% or $27,638 at 6%.
Donovan & Jorgenson Inc. 401(K) Plan-30$1,764,969$99,495$3,317iApproximate average salary by contribution assumption: employee only about $82,913 at 4% or $55,275 at 6%; with 50% employer match about $55,275 at 4% or $36,850 at 6%; with 100% employer match about $41,456 at 4% or $27,638 at 6%.
2022128$1,420,738$103,262$3,688iApproximate average salary by contribution assumption: employee only about $92,198 at 4% or $61,465 at 6%; with 50% employer match about $61,465 at 4% or $40,977 at 6%; with 100% employer match about $46,099 at 4% or $30,733 at 6%.
Donovan & Jorgenson Inc. 401(K) Plan-28$1,420,738$103,262$3,688iApproximate average salary by contribution assumption: employee only about $92,198 at 4% or $61,465 at 6%; with 50% employer match about $61,465 at 4% or $40,977 at 6%; with 100% employer match about $46,099 at 4% or $30,733 at 6%.
2021129$1,656,980$103,169$3,558iApproximate average salary by contribution assumption: employee only about $88,939 at 4% or $59,293 at 6%; with 50% employer match about $59,293 at 4% or $39,528 at 6%; with 100% employer match about $44,469 at 4% or $29,646 at 6%.
Donovan & Jorgenson Inc. 401(K) Plan-29$1,656,980$103,169$3,558iApproximate average salary by contribution assumption: employee only about $88,939 at 4% or $59,293 at 6%; with 50% employer match about $59,293 at 4% or $39,528 at 6%; with 100% employer match about $44,469 at 4% or $29,646 at 6%.
2020128$1,349,627$91,302$3,261iApproximate average salary by contribution assumption: employee only about $81,520 at 4% or $54,346 at 6%; with 50% employer match about $54,346 at 4% or $36,231 at 6%; with 100% employer match about $40,760 at 4% or $27,173 at 6%.
Donovan & Jorgenson Inc. 401(K) Plan-28$1,349,627$91,302$3,261iApproximate average salary by contribution assumption: employee only about $81,520 at 4% or $54,346 at 6%; with 50% employer match about $54,346 at 4% or $36,231 at 6%; with 100% employer match about $40,760 at 4% or $27,173 at 6%.
2019128$1,252,958$68,365$2,442iApproximate average salary by contribution assumption: employee only about $61,040 at 4% or $40,693 at 6%; with 50% employer match about $40,693 at 4% or $27,129 at 6%; with 100% employer match about $30,520 at 4% or $20,347 at 6%.
Donovan & Jorgenson Inc. 401(K) Plan-28$1,252,958$68,365$2,442iApproximate average salary by contribution assumption: employee only about $61,040 at 4% or $40,693 at 6%; with 50% employer match about $40,693 at 4% or $27,129 at 6%; with 100% employer match about $30,520 at 4% or $20,347 at 6%.
2018132$1,138,355$75,674$2,365iApproximate average salary by contribution assumption: employee only about $59,120 at 4% or $39,414 at 6%; with 50% employer match about $39,414 at 4% or $26,276 at 6%; with 100% employer match about $29,560 at 4% or $19,707 at 6%.
Donovan & Jorgenson Inc. 401(K) Plan-32$1,138,355$75,674$2,365iApproximate average salary by contribution assumption: employee only about $59,120 at 4% or $39,414 at 6%; with 50% employer match about $39,414 at 4% or $26,276 at 6%; with 100% employer match about $29,560 at 4% or $19,707 at 6%.
2017132$1,283,756$81,619$2,551iApproximate average salary by contribution assumption: employee only about $63,765 at 4% or $42,510 at 6%; with 50% employer match about $42,510 at 4% or $28,340 at 6%; with 100% employer match about $31,882 at 4% or $21,255 at 6%.
Donovan & Jorgenson Inc. 401(K) Plan-32$1,283,756$81,619$2,551iApproximate average salary by contribution assumption: employee only about $63,765 at 4% or $42,510 at 6%; with 50% employer match about $42,510 at 4% or $28,340 at 6%; with 100% employer match about $31,882 at 4% or $21,255 at 6%.
2016134$1,059,714$86,535$2,545iApproximate average salary by contribution assumption: employee only about $63,629 at 4% or $42,419 at 6%; with 50% employer match about $42,419 at 4% or $28,279 at 6%; with 100% employer match about $31,814 at 4% or $21,210 at 6%.
Donovan & Jorgenson Inc. 401(K) Plan-34$1,059,714$86,535$2,545iApproximate average salary by contribution assumption: employee only about $63,629 at 4% or $42,419 at 6%; with 50% employer match about $42,419 at 4% or $28,279 at 6%; with 100% employer match about $31,814 at 4% or $21,210 at 6%.
2015135$928,038$89,510$2,557iApproximate average salary by contribution assumption: employee only about $63,936 at 4% or $42,624 at 6%; with 50% employer match about $42,624 at 4% or $28,416 at 6%; with 100% employer match about $31,968 at 4% or $21,312 at 6%.
Donovan & Jorgenson Inc. 401(K) Plan-35$928,038$89,510$2,557iApproximate average salary by contribution assumption: employee only about $63,936 at 4% or $42,624 at 6%; with 50% employer match about $42,624 at 4% or $28,416 at 6%; with 100% employer match about $31,968 at 4% or $21,312 at 6%.
2014136$855,219$84,806$2,356iApproximate average salary by contribution assumption: employee only about $58,893 at 4% or $39,262 at 6%; with 50% employer match about $39,262 at 4% or $26,175 at 6%; with 100% employer match about $29,447 at 4% or $19,631 at 6%.
Donovan & Jorgenson Inc. 401(K) Plan-36$855,219$84,806$2,356iApproximate average salary by contribution assumption: employee only about $58,893 at 4% or $39,262 at 6%; with 50% employer match about $39,262 at 4% or $26,175 at 6%; with 100% employer match about $29,447 at 4% or $19,631 at 6%.
2013139$809,272$79,643$2,042iApproximate average salary by contribution assumption: employee only about $51,053 at 4% or $34,035 at 6%; with 50% employer match about $34,035 at 4% or $22,690 at 6%; with 100% employer match about $25,527 at 4% or $17,018 at 6%.
Donovan & Jorgenson Inc. 401(K) Plan-39$809,272$79,643$2,042iApproximate average salary by contribution assumption: employee only about $51,053 at 4% or $34,035 at 6%; with 50% employer match about $34,035 at 4% or $22,690 at 6%; with 100% employer match about $25,527 at 4% or $17,018 at 6%.
2012144$651,607$155,132$3,526iApproximate average salary by contribution assumption: employee only about $88,143 at 4% or $58,762 at 6%; with 50% employer match about $58,762 at 4% or $39,175 at 6%; with 100% employer match about $44,072 at 4% or $29,381 at 6%.
Donovan & Jorgenson Inc. 401(K) Plan-44$651,607$155,132$3,526iApproximate average salary by contribution assumption: employee only about $88,143 at 4% or $58,762 at 6%; with 50% employer match about $58,762 at 4% or $39,175 at 6%; with 100% employer match about $44,072 at 4% or $29,381 at 6%.
2011131$532,820$61,585$1,987iApproximate average salary by contribution assumption: employee only about $49,665 at 4% or $33,110 at 6%; with 50% employer match about $33,110 at 4% or $22,073 at 6%; with 100% employer match about $24,833 at 4% or $16,555 at 6%.
Donovan & Jorgenson Inc. 401(K) Plan-31$532,820$61,585$1,987iApproximate average salary by contribution assumption: employee only about $49,665 at 4% or $33,110 at 6%; with 50% employer match about $33,110 at 4% or $22,073 at 6%; with 100% employer match about $24,833 at 4% or $16,555 at 6%.
2010134$493,586$71,233$2,095iApproximate average salary by contribution assumption: employee only about $52,377 at 4% or $34,918 at 6%; with 50% employer match about $34,918 at 4% or $23,279 at 6%; with 100% employer match about $26,189 at 4% or $17,459 at 6%.
Donovan & Jorgenson Inc. 401(K) Plan-34$493,586$71,233$2,095iApproximate average salary by contribution assumption: employee only about $52,377 at 4% or $34,918 at 6%; with 50% employer match about $34,918 at 4% or $23,279 at 6%; with 100% employer match about $26,189 at 4% or $17,459 at 6%.
2009135$396,088$86,349$2,467iApproximate average salary by contribution assumption: employee only about $61,678 at 4% or $41,119 at 6%; with 50% employer match about $41,119 at 4% or $27,412 at 6%; with 100% employer match about $30,839 at 4% or $20,559 at 6%.
Donovan & Jorgenson Inc. 401(K) Plan-35$396,088$86,349$2,467iApproximate average salary by contribution assumption: employee only about $61,678 at 4% or $41,119 at 6%; with 50% employer match about $41,119 at 4% or $27,412 at 6%; with 100% employer match about $30,839 at 4% or $20,559 at 6%.
2008164$247,065$89,383$1,397iApproximate average salary by contribution assumption: employee only about $34,915 at 4% or $23,277 at 6%; with 50% employer match about $23,277 at 4% or $15,518 at 6%; with 100% employer match about $17,458 at 4% or $11,638 at 6%.
Donovan & Jorgenson Inc. 401(K) Plan-64$247,065$89,383$1,397iApproximate average salary by contribution assumption: employee only about $34,915 at 4% or $23,277 at 6%; with 50% employer match about $23,277 at 4% or $15,518 at 6%; with 100% employer match about $17,458 at 4% or $11,638 at 6%.
2007156$256,968$75,860$1,355iApproximate average salary by contribution assumption: employee only about $33,866 at 4% or $22,577 at 6%; with 50% employer match about $22,577 at 4% or $15,052 at 6%; with 100% employer match about $16,933 at 4% or $11,289 at 6%.
Donovan & Jorgenson Inc. 401(K) Plan-56$256,968$75,860$1,355iApproximate average salary by contribution assumption: employee only about $33,866 at 4% or $22,577 at 6%; with 50% employer match about $22,577 at 4% or $15,052 at 6%; with 100% employer match about $16,933 at 4% or $11,289 at 6%.
2006152$174,319$68,378$1,315iApproximate average salary by contribution assumption: employee only about $32,874 at 4% or $21,916 at 6%; with 50% employer match about $21,916 at 4% or $14,611 at 6%; with 100% employer match about $16,437 at 4% or $10,958 at 6%.
Donovan & Jorgenson Inc. 401(K) Plan-52$174,319$68,378$1,315iApproximate average salary by contribution assumption: employee only about $32,874 at 4% or $21,916 at 6%; with 50% employer match about $21,916 at 4% or $14,611 at 6%; with 100% employer match about $16,437 at 4% or $10,958 at 6%.
2005166$90,557$88,140$1,335iApproximate average salary by contribution assumption: employee only about $33,386 at 4% or $22,258 at 6%; with 50% employer match about $22,258 at 4% or $14,838 at 6%; with 100% employer match about $16,693 at 4% or $11,129 at 6%.
Donovan & Jorgenson Inc. 401(K) Plan-66$90,557$88,140$1,335iApproximate average salary by contribution assumption: employee only about $33,386 at 4% or $22,258 at 6%; with 50% employer match about $22,258 at 4% or $14,838 at 6%; with 100% employer match about $16,693 at 4% or $11,129 at 6%.