Jorgenson and Rhoades Associates Inc.
Plan context: Jorgenson and Rhoades Associates Inc. Profit Sharing Plan
EIN 77-0031735 • Freemont, CA • 24 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$2,246,810
2018 Contributions
$221,964
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $221,964 | - |
| Jorgenson and Rhoades Associates Inc. Profit Sharing Plan | - | 0 | $0 | $221,964 | - |
| 2017 | 1 | 2 | $2,246,810 | $0 | - |
| Jorgenson and Rhoades Associates Inc. Profit Sharing Plan | - | 2 | $2,246,810 | $0 | - |
| 2016 | 1 | 2 | $1,920,970 | $0 | - |
| Jorgenson and Rhoades Associates Inc. Profit Sharing Plan | - | 2 | $1,920,970 | $0 | - |
| 2015 | 1 | 2 | $2,203,092 | $0 | - |
| Jorgenson and Rhoades Associates Inc. Profit Sharing Plan | - | 2 | $2,203,092 | $0 | - |
| 2014 | 1 | 2 | $1,706,318 | $0 | - |
| Jorgenson and Rhoades Associates Inc. Profit Sharing Plan | - | 2 | $1,706,318 | $0 | - |
| 2013 | 1 | 2 | $1,492,233 | $0 | - |
| Jorgenson and Rhoades Associates Inc. Profit Sharing Plan | - | 2 | $1,492,233 | $0 | - |
| 2012 | 1 | 2 | $1,088,106 | $0 | - |
| Jorgenson and Rhoades Associates Inc. Profit Sharing Plan | - | 2 | $1,088,106 | $0 | - |
| 2011 | 1 | 2 | $966,163 | $0 | - |
| Jorgenson and Rhoades Associates Inc. Profit Sharing Plan | - | 2 | $966,163 | $0 | - |
| 2010 | 1 | 2 | $980,017 | $0 | - |
| Jorgenson and Rhoades Associates Inc. Profit Sharing Plan | - | 2 | $980,017 | $0 | - |
| 2009 | 1 | 2 | $968,814 | $0 | - |
| Jorgenson and Rhoades Associates Inc. Profit Sharing Plan | - | 2 | $968,814 | $0 | - |
| 2008 | 1 | 2 | $0 | $0 | - |
| Jorgenson and Rhoades Associates Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Jorgenson and Rhoades Associates Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $796,961 | $0 | - |
| Jorgenson and Rhoades Associates Inc. Profit Sharing Plan | - | 2 | $796,961 | - | - |
| 2005 | 1 | 2 | $759,079 | $0 | - |
| Jorgenson and Rhoades Associates Inc. Profit Sharing Plan | - | 2 | $759,079 | - | - |
| 2004 | 1 | 2 | $737,236 | $0 | - |
| Jorgenson and Rhoades Associates Inc. Profit Sharing Plan | - | 2 | $737,236 | - | - |
| 2003 | 1 | 2 | $725,627 | $0 | - |
| Jorgenson and Rhoades Associates Inc. Profit Sharing Plan | - | 2 | $725,627 | - | - |
| 2002 | 2 | 2 | $682,105 | $246,707 | $123,354iApproximate average salary by contribution assumption: employee only about $3,083,838 at 4% or $2,055,892 at 6%; with 50% employer match about $2,055,892 at 4% or $1,370,594 at 6%; with 100% employer match about $1,541,919 at 4% or $1,027,946 at 6%. |
| Jorgenson and Rhoades Associates Inc. Profit Sharing Plan | - | 2 | $682,105 | $246,707 | $123,354iApproximate average salary by contribution assumption: employee only about $3,083,838 at 4% or $2,055,892 at 6%; with 50% employer match about $2,055,892 at 4% or $1,370,594 at 6%; with 100% employer match about $1,541,919 at 4% or $1,027,946 at 6%. |
| Jorgenson and Rhoades Associates Inc. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| Jorgenson and Rhoades Associates Inc. Money Purchase Pension Plan | - | 2 | - | - | - |
| Jorgenson and Rhoades Associates Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 2 | 2 | $495,000 | $0 | - |
| Jorgenson and Rhoades Associates Inc. Profit Sharing Plan | - | 2 | $495,000 | - | - |
| Jorgenson and Rhoades Associates Inc. Money Purchase Pension Plan | - | 2 | - | - | - |
| 1999 | 2 | 2 | $771,150 | $11,750 | $5,875iApproximate average salary by contribution assumption: employee only about $146,875 at 4% or $97,917 at 6%; with 50% employer match about $97,917 at 4% or $65,278 at 6%; with 100% employer match about $73,438 at 4% or $48,958 at 6%. |
| Jorgenson and Rhoades Associates Inc. Profit Sharing Plan | - | 2 | $494,592 | - | - |
| Jorgenson and Rhoades Associates Inc. Money Purchase Pension Plan | - | 2 | $276,558 | $11,750 | $5,875iApproximate average salary by contribution assumption: employee only about $146,875 at 4% or $97,917 at 6%; with 50% employer match about $97,917 at 4% or $65,278 at 6%; with 100% employer match about $73,438 at 4% or $48,958 at 6%. |