Civic Intelligence

The A&J Agency

Plan context: The A&J Agency Simple 401K Plan

EIN 42-0105780 • Decorah, IA • 22 filings • 4 plans

106 College DriveDecorah, IA 52101
Current Snapshot

Latest Year

2020

2020 Participants

19

2020 Assets

$2,789,474

2020 Contributions

$125,663

Historical Graphs

Total Assets Over Time

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

$2,789,474$1,394,737$0199920102020YearValue
$2,789,474Latest year 2020

Participants Over Time

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

24120199920102020YearValue
19Latest year 2020

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
2020119$2,789,474$125,663$6,614iApproximate average salary by contribution assumption: employee only about $165,346 at 4% or $110,231 at 6%; with 50% employer match about $110,231 at 4% or $73,487 at 6%; with 100% employer match about $82,673 at 4% or $55,115 at 6%.
The A&J Agency Simple 401K Plan-19$2,789,474$125,663$6,614iApproximate average salary by contribution assumption: employee only about $165,346 at 4% or $110,231 at 6%; with 50% employer match about $110,231 at 4% or $73,487 at 6%; with 100% employer match about $82,673 at 4% or $55,115 at 6%.
2019119$2,482,252$129,848$6,834iApproximate average salary by contribution assumption: employee only about $170,853 at 4% or $113,902 at 6%; with 50% employer match about $113,902 at 4% or $75,935 at 6%; with 100% employer match about $85,426 at 4% or $56,951 at 6%.
The A&J Agency Simple 401K Plan-19$2,482,252$129,848$6,834iApproximate average salary by contribution assumption: employee only about $170,853 at 4% or $113,902 at 6%; with 50% employer match about $113,902 at 4% or $75,935 at 6%; with 100% employer match about $85,426 at 4% or $56,951 at 6%.
2018119$1,927,064$123,485$6,499iApproximate average salary by contribution assumption: employee only about $162,480 at 4% or $108,320 at 6%; with 50% employer match about $108,320 at 4% or $72,213 at 6%; with 100% employer match about $81,240 at 4% or $54,160 at 6%.
The A&J Agency Simple 401K Plan-19$1,927,064$123,485$6,499iApproximate average salary by contribution assumption: employee only about $162,480 at 4% or $108,320 at 6%; with 50% employer match about $108,320 at 4% or $72,213 at 6%; with 100% employer match about $81,240 at 4% or $54,160 at 6%.
2017120$1,989,665$128,230$6,412iApproximate average salary by contribution assumption: employee only about $160,288 at 4% or $106,858 at 6%; with 50% employer match about $106,858 at 4% or $71,239 at 6%; with 100% employer match about $80,144 at 4% or $53,429 at 6%.
The A&J Agency Simple 401K Plan-20$1,989,665$128,230$6,412iApproximate average salary by contribution assumption: employee only about $160,288 at 4% or $106,858 at 6%; with 50% employer match about $106,858 at 4% or $71,239 at 6%; with 100% employer match about $80,144 at 4% or $53,429 at 6%.
2016121$1,566,971$127,622$6,077iApproximate average salary by contribution assumption: employee only about $151,931 at 4% or $101,287 at 6%; with 50% employer match about $101,287 at 4% or $67,525 at 6%; with 100% employer match about $75,965 at 4% or $50,644 at 6%.
The A&J Agency Simple 401K Plan-21$1,566,971$127,622$6,077iApproximate average salary by contribution assumption: employee only about $151,931 at 4% or $101,287 at 6%; with 50% employer match about $101,287 at 4% or $67,525 at 6%; with 100% employer match about $75,965 at 4% or $50,644 at 6%.
2015121$1,407,438$124,852$5,945iApproximate average salary by contribution assumption: employee only about $148,633 at 4% or $99,089 at 6%; with 50% employer match about $99,089 at 4% or $66,059 at 6%; with 100% employer match about $74,317 at 4% or $49,544 at 6%.
The A&J Agency Simple 401K Plan-21$1,407,438$124,852$5,945iApproximate average salary by contribution assumption: employee only about $148,633 at 4% or $99,089 at 6%; with 50% employer match about $99,089 at 4% or $66,059 at 6%; with 100% employer match about $74,317 at 4% or $49,544 at 6%.
2014123$1,547,062$127,703$5,552iApproximate average salary by contribution assumption: employee only about $138,808 at 4% or $92,538 at 6%; with 50% employer match about $92,538 at 4% or $61,692 at 6%; with 100% employer match about $69,404 at 4% or $46,269 at 6%.
The A&J Agency Simple 401K Plan-23$1,547,062$127,703$5,552iApproximate average salary by contribution assumption: employee only about $138,808 at 4% or $92,538 at 6%; with 50% employer match about $92,538 at 4% or $61,692 at 6%; with 100% employer match about $69,404 at 4% or $46,269 at 6%.
2013123$1,369,054$101,161$4,398iApproximate average salary by contribution assumption: employee only about $109,958 at 4% or $73,305 at 6%; with 50% employer match about $73,305 at 4% or $48,870 at 6%; with 100% employer match about $54,979 at 4% or $36,653 at 6%.
The A&J Agency Simple 401K Plan-23$1,369,054$101,161$4,398iApproximate average salary by contribution assumption: employee only about $109,958 at 4% or $73,305 at 6%; with 50% employer match about $73,305 at 4% or $48,870 at 6%; with 100% employer match about $54,979 at 4% or $36,653 at 6%.
2012124$1,046,455$98,667$4,111iApproximate average salary by contribution assumption: employee only about $102,778 at 4% or $68,519 at 6%; with 50% employer match about $68,519 at 4% or $45,679 at 6%; with 100% employer match about $51,389 at 4% or $34,259 at 6%.
The A&J Agency Simple 401K Plan-24$1,046,455$98,667$4,111iApproximate average salary by contribution assumption: employee only about $102,778 at 4% or $68,519 at 6%; with 50% employer match about $68,519 at 4% or $45,679 at 6%; with 100% employer match about $51,389 at 4% or $34,259 at 6%.
2011123$1,060,500$77,599$3,374iApproximate average salary by contribution assumption: employee only about $84,347 at 4% or $56,231 at 6%; with 50% employer match about $56,231 at 4% or $37,487 at 6%; with 100% employer match about $42,173 at 4% or $28,116 at 6%.
The A&J Agency Simple 401K Plan-23$1,060,500$77,599$3,374iApproximate average salary by contribution assumption: employee only about $84,347 at 4% or $56,231 at 6%; with 50% employer match about $56,231 at 4% or $37,487 at 6%; with 100% employer match about $42,173 at 4% or $28,116 at 6%.
2010122$1,057,284$82,064$3,730iApproximate average salary by contribution assumption: employee only about $93,255 at 4% or $62,170 at 6%; with 50% employer match about $62,170 at 4% or $41,446 at 6%; with 100% employer match about $46,627 at 4% or $31,085 at 6%.
The A&J Agency Simple 401K Plan-22$1,057,284$82,064$3,730iApproximate average salary by contribution assumption: employee only about $93,255 at 4% or $62,170 at 6%; with 50% employer match about $62,170 at 4% or $41,446 at 6%; with 100% employer match about $46,627 at 4% or $31,085 at 6%.
2009120$949,087$118,273$5,914iApproximate average salary by contribution assumption: employee only about $147,841 at 4% or $98,561 at 6%; with 50% employer match about $98,561 at 4% or $65,707 at 6%; with 100% employer match about $73,921 at 4% or $49,280 at 6%.
The A&J Agency Simple 401K Plan-20$949,087$118,273$5,914iApproximate average salary by contribution assumption: employee only about $147,841 at 4% or $98,561 at 6%; with 50% employer match about $98,561 at 4% or $65,707 at 6%; with 100% employer match about $73,921 at 4% or $49,280 at 6%.
2008121$632,907$129,386$6,161iApproximate average salary by contribution assumption: employee only about $154,031 at 4% or $102,687 at 6%; with 50% employer match about $102,687 at 4% or $68,458 at 6%; with 100% employer match about $77,015 at 4% or $51,344 at 6%.
The A&J Agency Simple 401K Plan-21$632,907$129,386$6,161iApproximate average salary by contribution assumption: employee only about $154,031 at 4% or $102,687 at 6%; with 50% employer match about $102,687 at 4% or $68,458 at 6%; with 100% employer match about $77,015 at 4% or $51,344 at 6%.
2007119$832,802$126,957$6,682iApproximate average salary by contribution assumption: employee only about $167,049 at 4% or $111,366 at 6%; with 50% employer match about $111,366 at 4% or $74,244 at 6%; with 100% employer match about $83,524 at 4% or $55,683 at 6%.
The A&J Agency Simple 401K Plan-19$832,802$126,957$6,682iApproximate average salary by contribution assumption: employee only about $167,049 at 4% or $111,366 at 6%; with 50% employer match about $111,366 at 4% or $74,244 at 6%; with 100% employer match about $83,524 at 4% or $55,683 at 6%.
2006120$698,317$117,262$5,863iApproximate average salary by contribution assumption: employee only about $146,578 at 4% or $97,718 at 6%; with 50% employer match about $97,718 at 4% or $65,146 at 6%; with 100% employer match about $73,289 at 4% or $48,859 at 6%.
The A&J Agency Simple 401K Plan-20$698,317$117,262$5,863iApproximate average salary by contribution assumption: employee only about $146,578 at 4% or $97,718 at 6%; with 50% employer match about $97,718 at 4% or $65,146 at 6%; with 100% employer match about $73,289 at 4% or $48,859 at 6%.
2005118$504,184$93,531$5,196iApproximate average salary by contribution assumption: employee only about $129,904 at 4% or $86,603 at 6%; with 50% employer match about $86,603 at 4% or $57,735 at 6%; with 100% employer match about $64,952 at 4% or $43,301 at 6%.
The A&J Agency Simple 401K Plan-18$504,184$93,531$5,196iApproximate average salary by contribution assumption: employee only about $129,904 at 4% or $86,603 at 6%; with 50% employer match about $86,603 at 4% or $57,735 at 6%; with 100% employer match about $64,952 at 4% or $43,301 at 6%.
2004116$426,182$78,479$4,905iApproximate average salary by contribution assumption: employee only about $122,623 at 4% or $81,749 at 6%; with 50% employer match about $81,749 at 4% or $54,499 at 6%; with 100% employer match about $61,312 at 4% or $40,874 at 6%.
The A&J Agency Simple 401K Plan-16$426,182$78,479$4,905iApproximate average salary by contribution assumption: employee only about $122,623 at 4% or $81,749 at 6%; with 50% employer match about $81,749 at 4% or $54,499 at 6%; with 100% employer match about $61,312 at 4% or $40,874 at 6%.
2003116$313,634$64,048$4,003iApproximate average salary by contribution assumption: employee only about $100,075 at 4% or $66,717 at 6%; with 50% employer match about $66,717 at 4% or $44,478 at 6%; with 100% employer match about $50,038 at 4% or $33,358 at 6%.
The A&J Agency Simple 401K Plan-16$313,634$64,048$4,003iApproximate average salary by contribution assumption: employee only about $100,075 at 4% or $66,717 at 6%; with 50% employer match about $66,717 at 4% or $44,478 at 6%; with 100% employer match about $50,038 at 4% or $33,358 at 6%.
2002115$209,703$55,186$3,679iApproximate average salary by contribution assumption: employee only about $91,977 at 4% or $61,318 at 6%; with 50% employer match about $61,318 at 4% or $40,879 at 6%; with 100% employer match about $45,988 at 4% or $30,659 at 6%.
The A&J Agency Simple 401K Plan-15$209,703$55,186$3,679iApproximate average salary by contribution assumption: employee only about $91,977 at 4% or $61,318 at 6%; with 50% employer match about $61,318 at 4% or $40,879 at 6%; with 100% employer match about $45,988 at 4% or $30,659 at 6%.
2001116$194,561$50,495$3,156iApproximate average salary by contribution assumption: employee only about $78,898 at 4% or $52,599 at 6%; with 50% employer match about $52,599 at 4% or $35,066 at 6%; with 100% employer match about $39,449 at 4% or $26,299 at 6%.
The A&J Agency Simple 401K Plan-16$194,561$50,495$3,156iApproximate average salary by contribution assumption: employee only about $78,898 at 4% or $52,599 at 6%; with 50% employer match about $52,599 at 4% or $35,066 at 6%; with 100% employer match about $39,449 at 4% or $26,299 at 6%.
2000117$178,070$45,535$2,679iApproximate average salary by contribution assumption: employee only about $66,963 at 4% or $44,642 at 6%; with 50% employer match about $44,642 at 4% or $29,761 at 6%; with 100% employer match about $33,482 at 4% or $22,321 at 6%.
The A&J Agency Simple 401K Plan-17$178,070$45,535$2,679iApproximate average salary by contribution assumption: employee only about $66,963 at 4% or $44,642 at 6%; with 50% employer match about $44,642 at 4% or $29,761 at 6%; with 100% employer match about $33,482 at 4% or $22,321 at 6%.
1999119$158,383$46,440$2,444iApproximate average salary by contribution assumption: employee only about $61,105 at 4% or $40,737 at 6%; with 50% employer match about $40,737 at 4% or $27,158 at 6%; with 100% employer match about $30,553 at 4% or $20,368 at 6%.
The A&J Agency Simple 401K Plan-19$158,383$46,440$2,444iApproximate average salary by contribution assumption: employee only about $61,105 at 4% or $40,737 at 6%; with 50% employer match about $40,737 at 4% or $27,158 at 6%; with 100% employer match about $30,553 at 4% or $20,368 at 6%.