Civic Intelligence

Jacobson-Westergard & Associates Inc.

Plan context: Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust

EIN 42-0955899 • Estherville, IA • 27 filings • 6 plans

105 South 6th StreetEstherville, IA 51334
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$4,713,302

2024 Contributions

$89,520

Historical Graphs

Total Assets Over Time

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

$6,214,954$3,107,477$0200120132024YearValue
$4,713,302Latest year 2024

Participants Over Time

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

1790200120132024YearValue
10Latest 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
2024110$4,713,302$89,520$8,952iApproximate average salary by contribution assumption: employee only about $223,800 at 4% or $149,200 at 6%; with 50% employer match about $149,200 at 4% or $99,467 at 6%; with 100% employer match about $111,900 at 4% or $74,600 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-10$4,713,302$89,520$8,952iApproximate average salary by contribution assumption: employee only about $223,800 at 4% or $149,200 at 6%; with 50% employer match about $149,200 at 4% or $99,467 at 6%; with 100% employer match about $111,900 at 4% or $74,600 at 6%.
2023111$4,207,829$92,151$8,377iApproximate average salary by contribution assumption: employee only about $209,434 at 4% or $139,623 at 6%; with 50% employer match about $139,623 at 4% or $93,082 at 6%; with 100% employer match about $104,717 at 4% or $69,811 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-11$4,207,829$92,151$8,377iApproximate average salary by contribution assumption: employee only about $209,434 at 4% or $139,623 at 6%; with 50% employer match about $139,623 at 4% or $93,082 at 6%; with 100% employer match about $104,717 at 4% or $69,811 at 6%.
2022113$3,895,731$110,889$8,530iApproximate average salary by contribution assumption: employee only about $213,248 at 4% or $142,165 at 6%; with 50% employer match about $142,165 at 4% or $94,777 at 6%; with 100% employer match about $106,624 at 4% or $71,083 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-13$3,895,731$110,889$8,530iApproximate average salary by contribution assumption: employee only about $213,248 at 4% or $142,165 at 6%; with 50% employer match about $142,165 at 4% or $94,777 at 6%; with 100% employer match about $106,624 at 4% or $71,083 at 6%.
2021114$6,214,954$125,284$8,949iApproximate average salary by contribution assumption: employee only about $223,721 at 4% or $149,148 at 6%; with 50% employer match about $149,148 at 4% or $99,432 at 6%; with 100% employer match about $111,861 at 4% or $74,574 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-14$6,214,954$125,284$8,949iApproximate average salary by contribution assumption: employee only about $223,721 at 4% or $149,148 at 6%; with 50% employer match about $149,148 at 4% or $99,432 at 6%; with 100% employer match about $111,861 at 4% or $74,574 at 6%.
2020113$5,517,934$118,478$9,114iApproximate average salary by contribution assumption: employee only about $227,842 at 4% or $151,895 at 6%; with 50% employer match about $151,895 at 4% or $101,263 at 6%; with 100% employer match about $113,921 at 4% or $75,947 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-13$5,517,934$118,478$9,114iApproximate average salary by contribution assumption: employee only about $227,842 at 4% or $151,895 at 6%; with 50% employer match about $151,895 at 4% or $101,263 at 6%; with 100% employer match about $113,921 at 4% or $75,947 at 6%.
2019113$4,867,641$122,489$9,422iApproximate average salary by contribution assumption: employee only about $235,556 at 4% or $157,037 at 6%; with 50% employer match about $157,037 at 4% or $104,691 at 6%; with 100% employer match about $117,778 at 4% or $78,519 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-13$4,867,641$122,489$9,422iApproximate average salary by contribution assumption: employee only about $235,556 at 4% or $157,037 at 6%; with 50% employer match about $157,037 at 4% or $104,691 at 6%; with 100% employer match about $117,778 at 4% or $78,519 at 6%.
2018113$4,358,402$118,438$9,111iApproximate average salary by contribution assumption: employee only about $227,765 at 4% or $151,844 at 6%; with 50% employer match about $151,844 at 4% or $101,229 at 6%; with 100% employer match about $113,883 at 4% or $75,922 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-13$4,358,402$118,438$9,111iApproximate average salary by contribution assumption: employee only about $227,765 at 4% or $151,844 at 6%; with 50% employer match about $151,844 at 4% or $101,229 at 6%; with 100% employer match about $113,883 at 4% or $75,922 at 6%.
2017113$4,526,240$119,931$9,225iApproximate average salary by contribution assumption: employee only about $230,637 at 4% or $153,758 at 6%; with 50% employer match about $153,758 at 4% or $102,505 at 6%; with 100% employer match about $115,318 at 4% or $76,879 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-13$4,526,240$119,931$9,225iApproximate average salary by contribution assumption: employee only about $230,637 at 4% or $153,758 at 6%; with 50% employer match about $153,758 at 4% or $102,505 at 6%; with 100% employer match about $115,318 at 4% or $76,879 at 6%.
2016111$3,788,520$108,955$9,905iApproximate average salary by contribution assumption: employee only about $247,625 at 4% or $165,083 at 6%; with 50% employer match about $165,083 at 4% or $110,056 at 6%; with 100% employer match about $123,813 at 4% or $82,542 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-11$3,788,520$108,955$9,905iApproximate average salary by contribution assumption: employee only about $247,625 at 4% or $165,083 at 6%; with 50% employer match about $165,083 at 4% or $110,056 at 6%; with 100% employer match about $123,813 at 4% or $82,542 at 6%.
2015111$3,412,117$104,563$9,506iApproximate average salary by contribution assumption: employee only about $237,643 at 4% or $158,429 at 6%; with 50% employer match about $158,429 at 4% or $105,619 at 6%; with 100% employer match about $118,822 at 4% or $79,214 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-11$3,412,117$104,563$9,506iApproximate average salary by contribution assumption: employee only about $237,643 at 4% or $158,429 at 6%; with 50% employer match about $158,429 at 4% or $105,619 at 6%; with 100% employer match about $118,822 at 4% or $79,214 at 6%.
2014111$3,320,683$131,391$11,945iApproximate average salary by contribution assumption: employee only about $298,616 at 4% or $199,077 at 6%; with 50% employer match about $199,077 at 4% or $132,718 at 6%; with 100% employer match about $149,308 at 4% or $99,539 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-11$3,320,683$131,391$11,945iApproximate average salary by contribution assumption: employee only about $298,616 at 4% or $199,077 at 6%; with 50% employer match about $199,077 at 4% or $132,718 at 6%; with 100% employer match about $149,308 at 4% or $99,539 at 6%.
2013112$3,083,431$288,270$24,023iApproximate average salary by contribution assumption: employee only about $600,563 at 4% or $400,375 at 6%; with 50% employer match about $400,375 at 4% or $266,917 at 6%; with 100% employer match about $300,281 at 4% or $200,188 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-12$3,083,431$288,270$24,023iApproximate average salary by contribution assumption: employee only about $600,563 at 4% or $400,375 at 6%; with 50% employer match about $400,375 at 4% or $266,917 at 6%; with 100% employer match about $300,281 at 4% or $200,188 at 6%.
2012112$2,320,685$135,454$11,288iApproximate average salary by contribution assumption: employee only about $282,196 at 4% or $188,131 at 6%; with 50% employer match about $188,131 at 4% or $125,420 at 6%; with 100% employer match about $141,098 at 4% or $94,065 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-12$2,320,685$135,454$11,288iApproximate average salary by contribution assumption: employee only about $282,196 at 4% or $188,131 at 6%; with 50% employer match about $188,131 at 4% or $125,420 at 6%; with 100% employer match about $141,098 at 4% or $94,065 at 6%.
2011112$1,908,456$117,467$9,789iApproximate average salary by contribution assumption: employee only about $244,723 at 4% or $163,149 at 6%; with 50% employer match about $163,149 at 4% or $108,766 at 6%; with 100% employer match about $122,361 at 4% or $81,574 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-12$1,908,456$117,467$9,789iApproximate average salary by contribution assumption: employee only about $244,723 at 4% or $163,149 at 6%; with 50% employer match about $163,149 at 4% or $108,766 at 6%; with 100% employer match about $122,361 at 4% or $81,574 at 6%.
2010113$1,819,915$117,960$9,074iApproximate average salary by contribution assumption: employee only about $226,846 at 4% or $151,231 at 6%; with 50% employer match about $151,231 at 4% or $100,821 at 6%; with 100% employer match about $113,423 at 4% or $75,615 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-13$1,819,915$117,960$9,074iApproximate average salary by contribution assumption: employee only about $226,846 at 4% or $151,231 at 6%; with 50% employer match about $151,231 at 4% or $100,821 at 6%; with 100% employer match about $113,423 at 4% or $75,615 at 6%.
2009113$1,477,799$122,379$9,414iApproximate average salary by contribution assumption: employee only about $235,344 at 4% or $156,896 at 6%; with 50% employer match about $156,896 at 4% or $104,597 at 6%; with 100% employer match about $117,672 at 4% or $78,448 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-13$1,477,799$122,379$9,414iApproximate average salary by contribution assumption: employee only about $235,344 at 4% or $156,896 at 6%; with 50% employer match about $156,896 at 4% or $104,597 at 6%; with 100% employer match about $117,672 at 4% or $78,448 at 6%.
2008114$1,055,517$127,017$9,073iApproximate average salary by contribution assumption: employee only about $226,816 at 4% or $151,211 at 6%; with 50% employer match about $151,211 at 4% or $100,807 at 6%; with 100% employer match about $113,408 at 4% or $75,605 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-14$1,055,517$127,017$9,073iApproximate average salary by contribution assumption: employee only about $226,816 at 4% or $151,211 at 6%; with 50% employer match about $151,211 at 4% or $100,807 at 6%; with 100% employer match about $113,408 at 4% or $75,605 at 6%.
2007114$1,433,951$118,284$8,449iApproximate average salary by contribution assumption: employee only about $211,221 at 4% or $140,814 at 6%; with 50% employer match about $140,814 at 4% or $93,876 at 6%; with 100% employer match about $105,611 at 4% or $70,407 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-14$1,433,951$118,284$8,449iApproximate average salary by contribution assumption: employee only about $211,221 at 4% or $140,814 at 6%; with 50% employer match about $140,814 at 4% or $93,876 at 6%; with 100% employer match about $105,611 at 4% or $70,407 at 6%.
2006115$1,251,972$107,762$7,184iApproximate average salary by contribution assumption: employee only about $179,603 at 4% or $119,736 at 6%; with 50% employer match about $119,736 at 4% or $79,824 at 6%; with 100% employer match about $89,802 at 4% or $59,868 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-15$1,251,972$107,762$7,184iApproximate average salary by contribution assumption: employee only about $179,603 at 4% or $119,736 at 6%; with 50% employer match about $119,736 at 4% or $79,824 at 6%; with 100% employer match about $89,802 at 4% or $59,868 at 6%.
2005116$1,173,810$112,672$7,042iApproximate average salary by contribution assumption: employee only about $176,050 at 4% or $117,367 at 6%; with 50% employer match about $117,367 at 4% or $78,244 at 6%; with 100% employer match about $88,025 at 4% or $58,683 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-16$1,173,810$112,672$7,042iApproximate average salary by contribution assumption: employee only about $176,050 at 4% or $117,367 at 6%; with 50% employer match about $117,367 at 4% or $78,244 at 6%; with 100% employer match about $88,025 at 4% or $58,683 at 6%.
2004117$992,446$118,251$6,956iApproximate average salary by contribution assumption: employee only about $173,899 at 4% or $115,932 at 6%; with 50% employer match about $115,932 at 4% or $77,288 at 6%; with 100% employer match about $86,949 at 4% or $57,966 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-17$992,446$118,251$6,956iApproximate average salary by contribution assumption: employee only about $173,899 at 4% or $115,932 at 6%; with 50% employer match about $115,932 at 4% or $77,288 at 6%; with 100% employer match about $86,949 at 4% or $57,966 at 6%.
2003116$787,180$95,506$5,969iApproximate average salary by contribution assumption: employee only about $149,228 at 4% or $99,485 at 6%; with 50% employer match about $99,485 at 4% or $66,324 at 6%; with 100% employer match about $74,614 at 4% or $49,743 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-16$787,180$95,506$5,969iApproximate average salary by contribution assumption: employee only about $149,228 at 4% or $99,485 at 6%; with 50% employer match about $99,485 at 4% or $66,324 at 6%; with 100% employer match about $74,614 at 4% or $49,743 at 6%.
2002317$551,485$112,198$6,600iApproximate average salary by contribution assumption: employee only about $164,997 at 4% or $109,998 at 6%; with 50% employer match about $109,998 at 4% or $73,332 at 6%; with 100% employer match about $82,499 at 4% or $54,999 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-13$551,485$112,198$8,631iApproximate average salary by contribution assumption: employee only about $215,765 at 4% or $143,844 at 6%; with 50% employer match about $143,844 at 4% or $95,896 at 6%; with 100% employer match about $107,883 at 4% or $71,922 at 6%.
JACOBSON-WESTERGARD & ASSOCIATEES, INC. PREMIUM SAVINGS PLAN-17---
JACOBSON WESTERGARD & ASSOCIATEES, INC. PREMIUM SAVINGS PLAN-17---
2001112$694,571$113,633$9,469iApproximate average salary by contribution assumption: employee only about $236,735 at 4% or $157,824 at 6%; with 50% employer match about $157,824 at 4% or $105,216 at 6%; with 100% employer match about $118,368 at 4% or $78,912 at 6%.
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-12$694,571$113,633$9,469iApproximate average salary by contribution assumption: employee only about $236,735 at 4% or $157,824 at 6%; with 50% employer match about $157,824 at 4% or $105,216 at 6%; with 100% employer match about $118,368 at 4% or $78,912 at 6%.
200010$0$4,727-
Jacobson-Westergard & Associates Inc. Employees' 401(K) Plan and Trust-0-$4,727-