Civic Intelligence

Jacobson Bristol Garrett & Swartz Ptr

Plan context: Jacobson, Bristol, Garrett & Swartz Employee 401K Profit Sharing Plan & Trust

EIN 42-0935115 • Waukon, IA • 17 filings • 9 plans

25 First Ave NWPO Box 49Waukon, IA 52172
Current Snapshot

Latest Year

2015

2015 Participants

8

2015 Assets

$532,706

2015 Contributions

$29,569

Historical Graphs

Total Assets Over Time

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

$532,706$266,353$0199920062014YearValue
$532,706Latest year 2014

Participants Over Time

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

840199920072014YearValue
8Latest year 2014

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
201510$0$0-
Jacobson, Bristol, Garrett & Swartz Employee 401K Profit Sharing Plan & Trust-0---
201418$532,706$29,569$3,696iApproximate average salary by contribution assumption: employee only about $92,403 at 4% or $61,602 at 6%; with 50% employer match about $61,602 at 4% or $41,068 at 6%; with 100% employer match about $46,202 at 4% or $30,801 at 6%.
Jacobson, Bristol, Garrett & Swartz Employee 401K Profit Sharing Plan & Trust-8$532,706$29,569$3,696iApproximate average salary by contribution assumption: employee only about $92,403 at 4% or $61,602 at 6%; with 50% employer match about $61,602 at 4% or $41,068 at 6%; with 100% employer match about $46,202 at 4% or $30,801 at 6%.
201316$479,219$25,438$4,240iApproximate average salary by contribution assumption: employee only about $105,992 at 4% or $70,661 at 6%; with 50% employer match about $70,661 at 4% or $47,107 at 6%; with 100% employer match about $52,996 at 4% or $35,331 at 6%.
Jacobson, Bristol, Garrett & Swartz Employee 401K Profit Sharing Plan & Trust-6$479,219$25,438$4,240iApproximate average salary by contribution assumption: employee only about $105,992 at 4% or $70,661 at 6%; with 50% employer match about $70,661 at 4% or $47,107 at 6%; with 100% employer match about $52,996 at 4% or $35,331 at 6%.
201216$408,663$24,678$4,113iApproximate average salary by contribution assumption: employee only about $102,825 at 4% or $68,550 at 6%; with 50% employer match about $68,550 at 4% or $45,700 at 6%; with 100% employer match about $51,413 at 4% or $34,275 at 6%.
Jacobson, Bristol, Garrett & Swartz Employee 401K Profit Sharing Plan & Trust-6$408,663$24,678$4,113iApproximate average salary by contribution assumption: employee only about $102,825 at 4% or $68,550 at 6%; with 50% employer match about $68,550 at 4% or $45,700 at 6%; with 100% employer match about $51,413 at 4% or $34,275 at 6%.
201115$364,148$29,462$5,892iApproximate average salary by contribution assumption: employee only about $147,310 at 4% or $98,207 at 6%; with 50% employer match about $98,207 at 4% or $65,471 at 6%; with 100% employer match about $73,655 at 4% or $49,103 at 6%.
Jacobson, Bristol, Garrett & Swartz Employee 401K Profit Sharing Plan & Trust-5$364,148$29,462$5,892iApproximate average salary by contribution assumption: employee only about $147,310 at 4% or $98,207 at 6%; with 50% employer match about $98,207 at 4% or $65,471 at 6%; with 100% employer match about $73,655 at 4% or $49,103 at 6%.
201015$335,588$10,167$2,033iApproximate average salary by contribution assumption: employee only about $50,835 at 4% or $33,890 at 6%; with 50% employer match about $33,890 at 4% or $22,593 at 6%; with 100% employer match about $25,418 at 4% or $16,945 at 6%.
Jacobson, Bristol, Garrett & Swartz Employee 401K Profit Sharing Plan & Trust-5$335,588$10,167$2,033iApproximate average salary by contribution assumption: employee only about $50,835 at 4% or $33,890 at 6%; with 50% employer match about $33,890 at 4% or $22,593 at 6%; with 100% employer match about $25,418 at 4% or $16,945 at 6%.
200915$347,524$7,185$1,437iApproximate average salary by contribution assumption: employee only about $35,925 at 4% or $23,950 at 6%; with 50% employer match about $23,950 at 4% or $15,967 at 6%; with 100% employer match about $17,963 at 4% or $11,975 at 6%.
Jacobson, Bristol, Garrett & Swartz Employee 401K Profit Sharing Plan & Trust-5$347,524$7,185$1,437iApproximate average salary by contribution assumption: employee only about $35,925 at 4% or $23,950 at 6%; with 50% employer match about $23,950 at 4% or $15,967 at 6%; with 100% employer match about $17,963 at 4% or $11,975 at 6%.
200815$288,216$6,113$1,223iApproximate average salary by contribution assumption: employee only about $30,565 at 4% or $20,377 at 6%; with 50% employer match about $20,377 at 4% or $13,584 at 6%; with 100% employer match about $15,282 at 4% or $10,188 at 6%.
Jacobson, Bristol, Garrett & Swartz Employee 401K Profit Sharing Plan & Trust-5$288,216$6,113$1,223iApproximate average salary by contribution assumption: employee only about $30,565 at 4% or $20,377 at 6%; with 50% employer match about $20,377 at 4% or $13,584 at 6%; with 100% employer match about $15,282 at 4% or $10,188 at 6%.
200716$0$0-
Jacobson, Bristol, Garrett & Swartz Employee 401K Profit Sharing Plan & Trust-6---
200615$363,781$20,925$4,185iApproximate average salary by contribution assumption: employee only about $104,625 at 4% or $69,750 at 6%; with 50% employer match about $69,750 at 4% or $46,500 at 6%; with 100% employer match about $52,313 at 4% or $34,875 at 6%.
Jacobson, Bristol, Garrett & Swartz Employee 401K Profit Sharing Plan & Trust-5$363,781$20,925$4,185iApproximate average salary by contribution assumption: employee only about $104,625 at 4% or $69,750 at 6%; with 50% employer match about $69,750 at 4% or $46,500 at 6%; with 100% employer match about $52,313 at 4% or $34,875 at 6%.
200516$299,579$5,458$910iApproximate average salary by contribution assumption: employee only about $22,742 at 4% or $15,161 at 6%; with 50% employer match about $15,161 at 4% or $10,107 at 6%; with 100% employer match about $11,371 at 4% or $7,581 at 6%.
Jacobson, Bristol, Garrett & Swartz Employee 401K Profit Sharing Plan & Trust-6$299,579$5,458$910iApproximate average salary by contribution assumption: employee only about $22,742 at 4% or $15,161 at 6%; with 50% employer match about $15,161 at 4% or $10,107 at 6%; with 100% employer match about $11,371 at 4% or $7,581 at 6%.
200416$278,189$5,380$897iApproximate average salary by contribution assumption: employee only about $22,417 at 4% or $14,944 at 6%; with 50% employer match about $14,944 at 4% or $9,963 at 6%; with 100% employer match about $11,208 at 4% or $7,472 at 6%.
Jacobson, Bristol, Garrett & Swartz Employee 401K Profit Sharing Plan & Trust-6$278,189$5,380$897iApproximate average salary by contribution assumption: employee only about $22,417 at 4% or $14,944 at 6%; with 50% employer match about $14,944 at 4% or $9,963 at 6%; with 100% employer match about $11,208 at 4% or $7,472 at 6%.
200316$252,167$17,176$2,863iApproximate average salary by contribution assumption: employee only about $71,567 at 4% or $47,711 at 6%; with 50% employer match about $47,711 at 4% or $31,807 at 6%; with 100% employer match about $35,783 at 4% or $23,856 at 6%.
Jacobson, Bristol, Garrett & Swartz Employee 401K Profit Sharing Plan & Trust-6$252,167$17,176$2,863iApproximate average salary by contribution assumption: employee only about $71,567 at 4% or $47,711 at 6%; with 50% employer match about $47,711 at 4% or $31,807 at 6%; with 100% employer match about $35,783 at 4% or $23,856 at 6%.
200216$193,418$4,936$823iApproximate average salary by contribution assumption: employee only about $20,567 at 4% or $13,711 at 6%; with 50% employer match about $13,711 at 4% or $9,141 at 6%; with 100% employer match about $10,283 at 4% or $6,856 at 6%.
Jacobson, Bristol, Garrett & Swartz Employee 401K Profit Sharing Plan & Trust-6$193,418$4,936$823iApproximate average salary by contribution assumption: employee only about $20,567 at 4% or $13,711 at 6%; with 50% employer match about $13,711 at 4% or $9,141 at 6%; with 100% employer match about $10,283 at 4% or $6,856 at 6%.
200116$210,636$15,283$2,547iApproximate average salary by contribution assumption: employee only about $63,679 at 4% or $42,453 at 6%; with 50% employer match about $42,453 at 4% or $28,302 at 6%; with 100% employer match about $31,840 at 4% or $21,226 at 6%.
Jacobson, Bristol, Garrett & Swartz Employee 401K Profit Sharing Plan & Trust-6$210,636$15,283$2,547iApproximate average salary by contribution assumption: employee only about $63,679 at 4% or $42,453 at 6%; with 50% employer match about $42,453 at 4% or $28,302 at 6%; with 100% employer match about $31,840 at 4% or $21,226 at 6%.
200016$214,910$15,138$2,523iApproximate average salary by contribution assumption: employee only about $63,075 at 4% or $42,050 at 6%; with 50% employer match about $42,050 at 4% or $28,033 at 6%; with 100% employer match about $31,538 at 4% or $21,025 at 6%.
Jacobson, Bristol, Garrett & Swartz Employee 401K Profit Sharing Plan & Trust-6$214,910$15,138$2,523iApproximate average salary by contribution assumption: employee only about $63,075 at 4% or $42,050 at 6%; with 50% employer match about $42,050 at 4% or $28,033 at 6%; with 100% employer match about $31,538 at 4% or $21,025 at 6%.
199916$210,357$14,476$2,413iApproximate average salary by contribution assumption: employee only about $60,317 at 4% or $40,211 at 6%; with 50% employer match about $40,211 at 4% or $26,807 at 6%; with 100% employer match about $30,158 at 4% or $20,106 at 6%.
Jacobson, Bristol, Garrett & Swartz Employee 401K Profit Sharing Plan & Trust-6$210,357$14,476$2,413iApproximate average salary by contribution assumption: employee only about $60,317 at 4% or $40,211 at 6%; with 50% employer match about $40,211 at 4% or $26,807 at 6%; with 100% employer match about $30,158 at 4% or $20,106 at 6%.