Civic Intelligence

Jacobson Rost Inc.

Plan context: Jacobson Rost Inc. Employees 401K Plan and Trust

EIN 39-6389696 • Milwaukee, WI • 26 filings • 4 plans

241 N. Broadway, Suite 400Milwaukee, WI 53202
Current Snapshot

Latest Year

2024

2024 Participants

67

2024 Assets

$6,944,731

2024 Contributions

$568,499

Historical Graphs

Total Assets Over Time

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

$6,944,731$3,472,366$0199920152024YearValue
$6,944,731Latest year 2024

Participants Over Time

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

81410199920122024YearValue
67Latest 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
2024167$6,944,731$568,499$8,485iApproximate average salary by contribution assumption: employee only about $212,126 at 4% or $141,418 at 6%; with 50% employer match about $141,418 at 4% or $94,278 at 6%; with 100% employer match about $106,063 at 4% or $70,709 at 6%.
Jacobson Rost Inc. Employees 401K Plan and Trust-67$6,944,731$568,499$8,485iApproximate average salary by contribution assumption: employee only about $212,126 at 4% or $141,418 at 6%; with 50% employer match about $141,418 at 4% or $94,278 at 6%; with 100% employer match about $106,063 at 4% or $70,709 at 6%.
2023163$6,085,947$469,154$7,447iApproximate average salary by contribution assumption: employee only about $186,172 at 4% or $124,115 at 6%; with 50% employer match about $124,115 at 4% or $82,743 at 6%; with 100% employer match about $93,086 at 4% or $62,057 at 6%.
Jacobson Rost Inc. Employees 401K Plan and Trust-63$6,085,947$469,154$7,447iApproximate average salary by contribution assumption: employee only about $186,172 at 4% or $124,115 at 6%; with 50% employer match about $124,115 at 4% or $82,743 at 6%; with 100% employer match about $93,086 at 4% or $62,057 at 6%.
2022165$5,185,581$467,148$7,187iApproximate average salary by contribution assumption: employee only about $179,672 at 4% or $119,782 at 6%; with 50% employer match about $119,782 at 4% or $79,854 at 6%; with 100% employer match about $89,836 at 4% or $59,891 at 6%.
Jacobson Rost Inc. Employees 401K Plan and Trust-65$5,185,581$467,148$7,187iApproximate average salary by contribution assumption: employee only about $179,672 at 4% or $119,782 at 6%; with 50% employer match about $119,782 at 4% or $79,854 at 6%; with 100% employer match about $89,836 at 4% or $59,891 at 6%.
2021160$4,293,584$421,352$7,023iApproximate average salary by contribution assumption: employee only about $175,563 at 4% or $117,042 at 6%; with 50% employer match about $117,042 at 4% or $78,028 at 6%; with 100% employer match about $87,782 at 4% or $58,521 at 6%.
Jacobson Rost Inc. Employees 401K Plan and Trust-60$4,293,584$421,352$7,023iApproximate average salary by contribution assumption: employee only about $175,563 at 4% or $117,042 at 6%; with 50% employer match about $117,042 at 4% or $78,028 at 6%; with 100% employer match about $87,782 at 4% or $58,521 at 6%.
2020150$5,078,285$350,953$7,019iApproximate average salary by contribution assumption: employee only about $175,477 at 4% or $116,984 at 6%; with 50% employer match about $116,984 at 4% or $77,990 at 6%; with 100% employer match about $87,738 at 4% or $58,492 at 6%.
Jacobson Rost Inc. Employees 401K Plan and Trust-50$5,078,285$350,953$7,019iApproximate average salary by contribution assumption: employee only about $175,477 at 4% or $116,984 at 6%; with 50% employer match about $116,984 at 4% or $77,990 at 6%; with 100% employer match about $87,738 at 4% or $58,492 at 6%.
2019151$4,388,128$312,037$6,118iApproximate average salary by contribution assumption: employee only about $152,959 at 4% or $101,973 at 6%; with 50% employer match about $101,973 at 4% or $67,982 at 6%; with 100% employer match about $76,480 at 4% or $50,986 at 6%.
Jacobson Rost Inc. Employees 401K Plan and Trust-51$4,388,128$312,037$6,118iApproximate average salary by contribution assumption: employee only about $152,959 at 4% or $101,973 at 6%; with 50% employer match about $101,973 at 4% or $67,982 at 6%; with 100% employer match about $76,480 at 4% or $50,986 at 6%.
2018152$4,336,952$691,822$13,304iApproximate average salary by contribution assumption: employee only about $332,607 at 4% or $221,738 at 6%; with 50% employer match about $221,738 at 4% or $147,825 at 6%; with 100% employer match about $166,303 at 4% or $110,869 at 6%.
Jacobson Rost Inc. Employees 401K Plan and Trust-52$4,336,952$691,822$13,304iApproximate average salary by contribution assumption: employee only about $332,607 at 4% or $221,738 at 6%; with 50% employer match about $221,738 at 4% or $147,825 at 6%; with 100% employer match about $166,303 at 4% or $110,869 at 6%.
2017158$3,699,614$448,595$7,734iApproximate average salary by contribution assumption: employee only about $193,360 at 4% or $128,907 at 6%; with 50% employer match about $128,907 at 4% or $85,938 at 6%; with 100% employer match about $96,680 at 4% or $64,453 at 6%.
Jacobson Rost Inc. Employees 401K Plan and Trust-58$3,699,614$448,595$7,734iApproximate average salary by contribution assumption: employee only about $193,360 at 4% or $128,907 at 6%; with 50% employer match about $128,907 at 4% or $85,938 at 6%; with 100% employer match about $96,680 at 4% or $64,453 at 6%.
2016153$4,069,609$377,514$7,123iApproximate average salary by contribution assumption: employee only about $178,073 at 4% or $118,715 at 6%; with 50% employer match about $118,715 at 4% or $79,143 at 6%; with 100% employer match about $89,036 at 4% or $59,358 at 6%.
Jacobson Rost Inc. Employees 401K Plan and Trust-53$4,069,609$377,514$7,123iApproximate average salary by contribution assumption: employee only about $178,073 at 4% or $118,715 at 6%; with 50% employer match about $118,715 at 4% or $79,143 at 6%; with 100% employer match about $89,036 at 4% or $59,358 at 6%.
2015181$3,397,371$482,972$5,963iApproximate average salary by contribution assumption: employee only about $149,065 at 4% or $99,377 at 6%; with 50% employer match about $99,377 at 4% or $66,251 at 6%; with 100% employer match about $74,533 at 4% or $49,688 at 6%.
Jacobson Rost Inc. Employees 401K Plan and Trust-81$3,397,371$482,972$5,963iApproximate average salary by contribution assumption: employee only about $149,065 at 4% or $99,377 at 6%; with 50% employer match about $99,377 at 4% or $66,251 at 6%; with 100% employer match about $74,533 at 4% or $49,688 at 6%.
2014178$3,462,046$467,193$5,990iApproximate average salary by contribution assumption: employee only about $149,741 at 4% or $99,828 at 6%; with 50% employer match about $99,828 at 4% or $66,552 at 6%; with 100% employer match about $74,871 at 4% or $49,914 at 6%.
Jacobson Rost Inc. Employees 401K Plan and Trust-78$3,462,046$467,193$5,990iApproximate average salary by contribution assumption: employee only about $149,741 at 4% or $99,828 at 6%; with 50% employer match about $99,828 at 4% or $66,552 at 6%; with 100% employer match about $74,871 at 4% or $49,914 at 6%.
2013167$3,317,853$452,634$6,756iApproximate average salary by contribution assumption: employee only about $168,893 at 4% or $112,596 at 6%; with 50% employer match about $112,596 at 4% or $75,064 at 6%; with 100% employer match about $84,447 at 4% or $56,298 at 6%.
Jacobson Rost Inc. Employees 401K Plan and Trust-67$3,317,853$452,634$6,756iApproximate average salary by contribution assumption: employee only about $168,893 at 4% or $112,596 at 6%; with 50% employer match about $112,596 at 4% or $75,064 at 6%; with 100% employer match about $84,447 at 4% or $56,298 at 6%.
2012168$3,192,644$450,273$6,622iApproximate average salary by contribution assumption: employee only about $165,542 at 4% or $110,361 at 6%; with 50% employer match about $110,361 at 4% or $73,574 at 6%; with 100% employer match about $82,771 at 4% or $55,181 at 6%.
Jacobson Rost Inc. Employees 401K Plan and Trust-68$3,192,644$450,273$6,622iApproximate average salary by contribution assumption: employee only about $165,542 at 4% or $110,361 at 6%; with 50% employer match about $110,361 at 4% or $73,574 at 6%; with 100% employer match about $82,771 at 4% or $55,181 at 6%.
2011178$3,073,198$508,843$6,524iApproximate average salary by contribution assumption: employee only about $163,091 at 4% or $108,727 at 6%; with 50% employer match about $108,727 at 4% or $72,485 at 6%; with 100% employer match about $81,545 at 4% or $54,364 at 6%.
Jacobson Rost Inc. Employees 401K Plan and Trust-78$3,073,198$508,843$6,524iApproximate average salary by contribution assumption: employee only about $163,091 at 4% or $108,727 at 6%; with 50% employer match about $108,727 at 4% or $72,485 at 6%; with 100% employer match about $81,545 at 4% or $54,364 at 6%.
2010131$3,114,702$280,445$9,047iApproximate average salary by contribution assumption: employee only about $226,165 at 4% or $150,777 at 6%; with 50% employer match about $150,777 at 4% or $100,518 at 6%; with 100% employer match about $113,083 at 4% or $75,388 at 6%.
Jacobson Rost Inc. Employees 401K Plan and Trust-31$3,114,702$280,445$9,047iApproximate average salary by contribution assumption: employee only about $226,165 at 4% or $150,777 at 6%; with 50% employer match about $150,777 at 4% or $100,518 at 6%; with 100% employer match about $113,083 at 4% or $75,388 at 6%.
2009130$3,923,416$254,369$8,479iApproximate average salary by contribution assumption: employee only about $211,974 at 4% or $141,316 at 6%; with 50% employer match about $141,316 at 4% or $94,211 at 6%; with 100% employer match about $105,987 at 4% or $70,658 at 6%.
Jacobson Rost Inc. Employees 401K Plan and Trust-30$3,923,416$254,369$8,479iApproximate average salary by contribution assumption: employee only about $211,974 at 4% or $141,316 at 6%; with 50% employer match about $141,316 at 4% or $94,211 at 6%; with 100% employer match about $105,987 at 4% or $70,658 at 6%.
2008141$0$0-
Jacobson Rost Inc. Employees 401K Plan and Trust-41---
2007140$0$0-
Jacobson Rost Inc. Employees 401K Plan and Trust-40---
2006143$4,215,179$370,943$8,627iApproximate average salary by contribution assumption: employee only about $215,665 at 4% or $143,776 at 6%; with 50% employer match about $143,776 at 4% or $95,851 at 6%; with 100% employer match about $107,832 at 4% or $71,888 at 6%.
Jacobson Rost Inc. Employees 401K Plan and Trust-43$4,215,179$370,943$8,627iApproximate average salary by contribution assumption: employee only about $215,665 at 4% or $143,776 at 6%; with 50% employer match about $143,776 at 4% or $95,851 at 6%; with 100% employer match about $107,832 at 4% or $71,888 at 6%.
2005146$3,321,893$374,159$8,134iApproximate average salary by contribution assumption: employee only about $203,347 at 4% or $135,565 at 6%; with 50% employer match about $135,565 at 4% or $90,377 at 6%; with 100% employer match about $101,674 at 4% or $67,782 at 6%.
Jacobson Rost Inc. Employees 401K Plan and Trust-46$3,321,893$374,159$8,134iApproximate average salary by contribution assumption: employee only about $203,347 at 4% or $135,565 at 6%; with 50% employer match about $135,565 at 4% or $90,377 at 6%; with 100% employer match about $101,674 at 4% or $67,782 at 6%.
2004139$2,720,952$388,761$9,968iApproximate average salary by contribution assumption: employee only about $249,206 at 4% or $166,137 at 6%; with 50% employer match about $166,137 at 4% or $110,758 at 6%; with 100% employer match about $124,603 at 4% or $83,069 at 6%.
Jacobson Rost Inc. Employees 401K Plan and Trust-39$2,720,952$388,761$9,968iApproximate average salary by contribution assumption: employee only about $249,206 at 4% or $166,137 at 6%; with 50% employer match about $166,137 at 4% or $110,758 at 6%; with 100% employer match about $124,603 at 4% or $83,069 at 6%.
2003135$0$0-
Jacobson Rost Inc. Employees 401K Plan and Trust-35---
2002133$0$0-
Jacobson Rost Inc. Employees 401K Plan and Trust-33---
2001133$0$0-
Jacobson Rost Inc. Employees 401K Plan and Trust-33---
2000133$0$0-
Jacobson Rost Inc. Employees 401K Plan and Trust-33---
1999137$2,902,371$213,252$5,764iApproximate average salary by contribution assumption: employee only about $144,089 at 4% or $96,059 at 6%; with 50% employer match about $96,059 at 4% or $64,040 at 6%; with 100% employer match about $72,045 at 4% or $48,030 at 6%.
Jacobson Rost Inc. Employees 401K Plan and Trust-37$2,902,371$213,252$5,764iApproximate average salary by contribution assumption: employee only about $144,089 at 4% or $96,059 at 6%; with 50% employer match about $96,059 at 4% or $64,040 at 6%; with 100% employer match about $72,045 at 4% or $48,030 at 6%.