Civic Intelligence

Jacob D.Sorensen PLC

Plan context: Jacob D.Sorensen PLC 401(K) Profit Sharing Plan

EIN 46-1301272 • Clear Lake, IA • 13 filings • 2 plans

800 1st Avenue North, Suite 2Clear Lake, IA 50428
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$2,530,929

2024 Contributions

$184,827

Historical Graphs

Total Assets Over Time

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

$3,343,715$1,671,858$0201320192024YearValue
$2,530,929Latest year 2024

Participants Over Time

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

23120201320192024YearValue
23Latest 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
2024123$2,530,929$184,827$8,036iApproximate average salary by contribution assumption: employee only about $200,899 at 4% or $133,933 at 6%; with 50% employer match about $133,933 at 4% or $89,288 at 6%; with 100% employer match about $100,449 at 4% or $66,966 at 6%.
Jacob D.Sorensen PLC 401(K) Profit Sharing Plan-23$2,530,929$184,827$8,036iApproximate average salary by contribution assumption: employee only about $200,899 at 4% or $133,933 at 6%; with 50% employer match about $133,933 at 4% or $89,288 at 6%; with 100% employer match about $100,449 at 4% or $66,966 at 6%.
2023120$2,066,009$96,664$4,833iApproximate average salary by contribution assumption: employee only about $120,830 at 4% or $80,553 at 6%; with 50% employer match about $80,553 at 4% or $53,702 at 6%; with 100% employer match about $60,415 at 4% or $40,277 at 6%.
Jacob D.Sorensen PLC 401(K) Profit Sharing Plan-20$2,066,009$96,664$4,833iApproximate average salary by contribution assumption: employee only about $120,830 at 4% or $80,553 at 6%; with 50% employer match about $80,553 at 4% or $53,702 at 6%; with 100% employer match about $60,415 at 4% or $40,277 at 6%.
2022221$3,343,715$359,180$17,104iApproximate average salary by contribution assumption: employee only about $427,595 at 4% or $285,063 at 6%; with 50% employer match about $285,063 at 4% or $190,042 at 6%; with 100% employer match about $213,798 at 4% or $142,532 at 6%.
Jacob D.Sorensen PLC 401(K) Profit Sharing Plan-21$1,674,688$179,590$8,552iApproximate average salary by contribution assumption: employee only about $213,798 at 4% or $142,532 at 6%; with 50% employer match about $142,532 at 4% or $95,021 at 6%; with 100% employer match about $106,899 at 4% or $71,266 at 6%.
Jacob D.Sorensen PLC 401(K) Profit Sharing Plan-21$1,669,027$179,590$8,552iApproximate average salary by contribution assumption: employee only about $213,798 at 4% or $142,532 at 6%; with 50% employer match about $142,532 at 4% or $95,021 at 6%; with 100% employer match about $106,899 at 4% or $71,266 at 6%.
2021119$1,810,156$217,150$11,429iApproximate average salary by contribution assumption: employee only about $285,724 at 4% or $190,482 at 6%; with 50% employer match about $190,482 at 4% or $126,988 at 6%; with 100% employer match about $142,862 at 4% or $95,241 at 6%.
Jacob D.Sorensen PLC 401(K) Profit Sharing Plan-19$1,810,156$217,150$11,429iApproximate average salary by contribution assumption: employee only about $285,724 at 4% or $190,482 at 6%; with 50% employer match about $190,482 at 4% or $126,988 at 6%; with 100% employer match about $142,862 at 4% or $95,241 at 6%.
2020117$1,389,477$171,047$10,062iApproximate average salary by contribution assumption: employee only about $251,540 at 4% or $167,693 at 6%; with 50% employer match about $167,693 at 4% or $111,795 at 6%; with 100% employer match about $125,770 at 4% or $83,847 at 6%.
Jacob D.Sorensen PLC 401(K) Profit Sharing Plan-17$1,389,477$171,047$10,062iApproximate average salary by contribution assumption: employee only about $251,540 at 4% or $167,693 at 6%; with 50% employer match about $167,693 at 4% or $111,795 at 6%; with 100% employer match about $125,770 at 4% or $83,847 at 6%.
2019115$1,028,982$134,877$8,992iApproximate average salary by contribution assumption: employee only about $224,795 at 4% or $149,863 at 6%; with 50% employer match about $149,863 at 4% or $99,909 at 6%; with 100% employer match about $112,397 at 4% or $74,932 at 6%.
Jacob D.Sorensen PLC 401(K) Profit Sharing Plan-15$1,028,982$134,877$8,992iApproximate average salary by contribution assumption: employee only about $224,795 at 4% or $149,863 at 6%; with 50% employer match about $149,863 at 4% or $99,909 at 6%; with 100% employer match about $112,397 at 4% or $74,932 at 6%.
2018115$785,366$135,395$9,026iApproximate average salary by contribution assumption: employee only about $225,658 at 4% or $150,439 at 6%; with 50% employer match about $150,439 at 4% or $100,293 at 6%; with 100% employer match about $112,829 at 4% or $75,219 at 6%.
Jacob D.Sorensen PLC 401(K) Profit Sharing Plan-15$785,366$135,395$9,026iApproximate average salary by contribution assumption: employee only about $225,658 at 4% or $150,439 at 6%; with 50% employer match about $150,439 at 4% or $100,293 at 6%; with 100% employer match about $112,829 at 4% or $75,219 at 6%.
2017115$671,814$138,986$9,266iApproximate average salary by contribution assumption: employee only about $231,643 at 4% or $154,429 at 6%; with 50% employer match about $154,429 at 4% or $102,953 at 6%; with 100% employer match about $115,822 at 4% or $77,214 at 6%.
Jacob D.Sorensen PLC 401(K) Profit Sharing Plan-15$671,814$138,986$9,266iApproximate average salary by contribution assumption: employee only about $231,643 at 4% or $154,429 at 6%; with 50% employer match about $154,429 at 4% or $102,953 at 6%; with 100% employer match about $115,822 at 4% or $77,214 at 6%.
2016114$481,765$134,431$9,602iApproximate average salary by contribution assumption: employee only about $240,055 at 4% or $160,037 at 6%; with 50% employer match about $160,037 at 4% or $106,691 at 6%; with 100% employer match about $120,028 at 4% or $80,018 at 6%.
Jacob D.Sorensen PLC 401(K) Profit Sharing Plan-14$481,765$134,431$9,602iApproximate average salary by contribution assumption: employee only about $240,055 at 4% or $160,037 at 6%; with 50% employer match about $160,037 at 4% or $106,691 at 6%; with 100% employer match about $120,028 at 4% or $80,018 at 6%.
2015111$342,586$131,592$11,963iApproximate average salary by contribution assumption: employee only about $299,073 at 4% or $199,382 at 6%; with 50% employer match about $199,382 at 4% or $132,921 at 6%; with 100% employer match about $149,536 at 4% or $99,691 at 6%.
Jacob D.Sorensen PLC 401(K) Profit Sharing Plan-11$342,586$131,592$11,963iApproximate average salary by contribution assumption: employee only about $299,073 at 4% or $199,382 at 6%; with 50% employer match about $199,382 at 4% or $132,921 at 6%; with 100% employer match about $149,536 at 4% or $99,691 at 6%.
2014112$214,175$90,614$7,551iApproximate average salary by contribution assumption: employee only about $188,779 at 4% or $125,853 at 6%; with 50% employer match about $125,853 at 4% or $83,902 at 6%; with 100% employer match about $94,390 at 4% or $62,926 at 6%.
Jacob D.Sorensen PLC 401(K) Profit Sharing Plan-12$214,175$90,614$7,551iApproximate average salary by contribution assumption: employee only about $188,779 at 4% or $125,853 at 6%; with 50% employer match about $125,853 at 4% or $83,902 at 6%; with 100% employer match about $94,390 at 4% or $62,926 at 6%.
2013113$122,465$119,808$9,216iApproximate average salary by contribution assumption: employee only about $230,400 at 4% or $153,600 at 6%; with 50% employer match about $153,600 at 4% or $102,400 at 6%; with 100% employer match about $115,200 at 4% or $76,800 at 6%.
Jacob D.Sorensen PLC 401(K) Profit Sharing Plan-13$122,465$119,808$9,216iApproximate average salary by contribution assumption: employee only about $230,400 at 4% or $153,600 at 6%; with 50% employer match about $153,600 at 4% or $102,400 at 6%; with 100% employer match about $115,200 at 4% or $76,800 at 6%.