Jackson, Murdo, & Grant PC.
Plan context: Jackson, Murdo & Grant PC 401(K) Plan
EIN 81-0426875 • Helena, MT • 30 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
30
2025 Assets
$3,713,852
2025 Contributions
$281,564
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 30 | $3,713,852 | $281,564 | $9,385iApproximate average salary by contribution assumption: employee only about $234,637 at 4% or $156,424 at 6%; with 50% employer match about $156,424 at 4% or $104,283 at 6%; with 100% employer match about $117,318 at 4% or $78,212 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 30 | $3,713,852 | $281,564 | $9,385iApproximate average salary by contribution assumption: employee only about $234,637 at 4% or $156,424 at 6%; with 50% employer match about $156,424 at 4% or $104,283 at 6%; with 100% employer match about $117,318 at 4% or $78,212 at 6%. |
| 2024 | 1 | 28 | $2,971,196 | $331,108 | $11,825iApproximate average salary by contribution assumption: employee only about $295,632 at 4% or $197,088 at 6%; with 50% employer match about $197,088 at 4% or $131,392 at 6%; with 100% employer match about $147,816 at 4% or $98,544 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 28 | $2,971,196 | $331,108 | $11,825iApproximate average salary by contribution assumption: employee only about $295,632 at 4% or $197,088 at 6%; with 50% employer match about $197,088 at 4% or $131,392 at 6%; with 100% employer match about $147,816 at 4% or $98,544 at 6%. |
| 2023 | 1 | 28 | $2,361,375 | $645,272 | $23,045iApproximate average salary by contribution assumption: employee only about $576,136 at 4% or $384,090 at 6%; with 50% employer match about $384,090 at 4% or $256,060 at 6%; with 100% employer match about $288,068 at 4% or $192,045 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 28 | $2,361,375 | $645,272 | $23,045iApproximate average salary by contribution assumption: employee only about $576,136 at 4% or $384,090 at 6%; with 50% employer match about $384,090 at 4% or $256,060 at 6%; with 100% employer match about $288,068 at 4% or $192,045 at 6%. |
| 2022 | 1 | 23 | $1,496,143 | $190,910 | $8,300iApproximate average salary by contribution assumption: employee only about $207,511 at 4% or $138,341 at 6%; with 50% employer match about $138,341 at 4% or $92,227 at 6%; with 100% employer match about $103,755 at 4% or $69,170 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 23 | $1,496,143 | $190,910 | $8,300iApproximate average salary by contribution assumption: employee only about $207,511 at 4% or $138,341 at 6%; with 50% employer match about $138,341 at 4% or $92,227 at 6%; with 100% employer match about $103,755 at 4% or $69,170 at 6%. |
| 2021 | 1 | 21 | $1,559,137 | $247,046 | $11,764iApproximate average salary by contribution assumption: employee only about $294,102 at 4% or $196,068 at 6%; with 50% employer match about $196,068 at 4% or $130,712 at 6%; with 100% employer match about $147,051 at 4% or $98,034 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 21 | $1,559,137 | $247,046 | $11,764iApproximate average salary by contribution assumption: employee only about $294,102 at 4% or $196,068 at 6%; with 50% employer match about $196,068 at 4% or $130,712 at 6%; with 100% employer match about $147,051 at 4% or $98,034 at 6%. |
| 2020 | 1 | 20 | $1,338,292 | $165,173 | $8,259iApproximate average salary by contribution assumption: employee only about $206,466 at 4% or $137,644 at 6%; with 50% employer match about $137,644 at 4% or $91,763 at 6%; with 100% employer match about $103,233 at 4% or $68,822 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 20 | $1,338,292 | $165,173 | $8,259iApproximate average salary by contribution assumption: employee only about $206,466 at 4% or $137,644 at 6%; with 50% employer match about $137,644 at 4% or $91,763 at 6%; with 100% employer match about $103,233 at 4% or $68,822 at 6%. |
| 2019 | 1 | 19 | $1,005,552 | $120,844 | $6,360iApproximate average salary by contribution assumption: employee only about $159,005 at 4% or $106,004 at 6%; with 50% employer match about $106,004 at 4% or $70,669 at 6%; with 100% employer match about $79,503 at 4% or $53,002 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 19 | $1,005,552 | $120,844 | $6,360iApproximate average salary by contribution assumption: employee only about $159,005 at 4% or $106,004 at 6%; with 50% employer match about $106,004 at 4% or $70,669 at 6%; with 100% employer match about $79,503 at 4% or $53,002 at 6%. |
| 2018 | 1 | 17 | $745,056 | $86,464 | $5,086iApproximate average salary by contribution assumption: employee only about $127,153 at 4% or $84,769 at 6%; with 50% employer match about $84,769 at 4% or $56,512 at 6%; with 100% employer match about $63,576 at 4% or $42,384 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 17 | $745,056 | $86,464 | $5,086iApproximate average salary by contribution assumption: employee only about $127,153 at 4% or $84,769 at 6%; with 50% employer match about $84,769 at 4% or $56,512 at 6%; with 100% employer match about $63,576 at 4% or $42,384 at 6%. |
| 2017 | 1 | 15 | $716,727 | $86,183 | $5,746iApproximate average salary by contribution assumption: employee only about $143,638 at 4% or $95,759 at 6%; with 50% employer match about $95,759 at 4% or $63,839 at 6%; with 100% employer match about $71,819 at 4% or $47,879 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 15 | $716,727 | $86,183 | $5,746iApproximate average salary by contribution assumption: employee only about $143,638 at 4% or $95,759 at 6%; with 50% employer match about $95,759 at 4% or $63,839 at 6%; with 100% employer match about $71,819 at 4% or $47,879 at 6%. |
| 2016 | 1 | 16 | $536,257 | $255,739 | $15,984iApproximate average salary by contribution assumption: employee only about $399,592 at 4% or $266,395 at 6%; with 50% employer match about $266,395 at 4% or $177,597 at 6%; with 100% employer match about $199,796 at 4% or $133,197 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 16 | $536,257 | $255,739 | $15,984iApproximate average salary by contribution assumption: employee only about $399,592 at 4% or $266,395 at 6%; with 50% employer match about $266,395 at 4% or $177,597 at 6%; with 100% employer match about $199,796 at 4% or $133,197 at 6%. |
| 2015 | 1 | 11 | $3,525,981 | $54,095 | $4,918iApproximate average salary by contribution assumption: employee only about $122,943 at 4% or $81,962 at 6%; with 50% employer match about $81,962 at 4% or $54,641 at 6%; with 100% employer match about $61,472 at 4% or $40,981 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 11 | $3,525,981 | $54,095 | $4,918iApproximate average salary by contribution assumption: employee only about $122,943 at 4% or $81,962 at 6%; with 50% employer match about $81,962 at 4% or $54,641 at 6%; with 100% employer match about $61,472 at 4% or $40,981 at 6%. |
| 2014 | 1 | 11 | $4,020,020 | $59,332 | $5,394iApproximate average salary by contribution assumption: employee only about $134,845 at 4% or $89,897 at 6%; with 50% employer match about $89,897 at 4% or $59,931 at 6%; with 100% employer match about $67,423 at 4% or $44,948 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 11 | $4,020,020 | $59,332 | $5,394iApproximate average salary by contribution assumption: employee only about $134,845 at 4% or $89,897 at 6%; with 50% employer match about $89,897 at 4% or $59,931 at 6%; with 100% employer match about $67,423 at 4% or $44,948 at 6%. |
| 2013 | 1 | 10 | $3,132,767 | $55,567 | $5,557iApproximate average salary by contribution assumption: employee only about $138,918 at 4% or $92,612 at 6%; with 50% employer match about $92,612 at 4% or $61,741 at 6%; with 100% employer match about $69,459 at 4% or $46,306 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 10 | $3,132,767 | $55,567 | $5,557iApproximate average salary by contribution assumption: employee only about $138,918 at 4% or $92,612 at 6%; with 50% employer match about $92,612 at 4% or $61,741 at 6%; with 100% employer match about $69,459 at 4% or $46,306 at 6%. |
| 2012 | 1 | 10 | $2,487,432 | $57,238 | $5,724iApproximate average salary by contribution assumption: employee only about $143,095 at 4% or $95,397 at 6%; with 50% employer match about $95,397 at 4% or $63,598 at 6%; with 100% employer match about $71,548 at 4% or $47,698 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 10 | $2,487,432 | $57,238 | $5,724iApproximate average salary by contribution assumption: employee only about $143,095 at 4% or $95,397 at 6%; with 50% employer match about $95,397 at 4% or $63,598 at 6%; with 100% employer match about $71,548 at 4% or $47,698 at 6%. |
| 2011 | 1 | 13 | $1,852,635 | $71,147 | $5,473iApproximate average salary by contribution assumption: employee only about $136,821 at 4% or $91,214 at 6%; with 50% employer match about $91,214 at 4% or $60,809 at 6%; with 100% employer match about $68,411 at 4% or $45,607 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 13 | $1,852,635 | $71,147 | $5,473iApproximate average salary by contribution assumption: employee only about $136,821 at 4% or $91,214 at 6%; with 50% employer match about $91,214 at 4% or $60,809 at 6%; with 100% employer match about $68,411 at 4% or $45,607 at 6%. |
| 2010 | 1 | 14 | $2,138,115 | $83,112 | $5,937iApproximate average salary by contribution assumption: employee only about $148,414 at 4% or $98,943 at 6%; with 50% employer match about $98,943 at 4% or $65,962 at 6%; with 100% employer match about $74,207 at 4% or $49,471 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 14 | $2,138,115 | $83,112 | $5,937iApproximate average salary by contribution assumption: employee only about $148,414 at 4% or $98,943 at 6%; with 50% employer match about $98,943 at 4% or $65,962 at 6%; with 100% employer match about $74,207 at 4% or $49,471 at 6%. |
| 2009 | 1 | 13 | $2,066,393 | $80,213 | $6,170iApproximate average salary by contribution assumption: employee only about $154,256 at 4% or $102,837 at 6%; with 50% employer match about $102,837 at 4% or $68,558 at 6%; with 100% employer match about $77,128 at 4% or $51,419 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 13 | $2,066,393 | $80,213 | $6,170iApproximate average salary by contribution assumption: employee only about $154,256 at 4% or $102,837 at 6%; with 50% employer match about $102,837 at 4% or $68,558 at 6%; with 100% employer match about $77,128 at 4% or $51,419 at 6%. |
| 2008 | 1 | 8 | $3,033,315 | $107,901 | $13,488iApproximate average salary by contribution assumption: employee only about $337,191 at 4% or $224,794 at 6%; with 50% employer match about $224,794 at 4% or $149,863 at 6%; with 100% employer match about $168,595 at 4% or $112,397 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 8 | $3,033,315 | $107,901 | $13,488iApproximate average salary by contribution assumption: employee only about $337,191 at 4% or $224,794 at 6%; with 50% employer match about $224,794 at 4% or $149,863 at 6%; with 100% employer match about $168,595 at 4% or $112,397 at 6%. |
| 2007 | 1 | 10 | $4,138,969 | $121,176 | $12,118iApproximate average salary by contribution assumption: employee only about $302,940 at 4% or $201,960 at 6%; with 50% employer match about $201,960 at 4% or $134,640 at 6%; with 100% employer match about $151,470 at 4% or $100,980 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 10 | $4,138,969 | $121,176 | $12,118iApproximate average salary by contribution assumption: employee only about $302,940 at 4% or $201,960 at 6%; with 50% employer match about $201,960 at 4% or $134,640 at 6%; with 100% employer match about $151,470 at 4% or $100,980 at 6%. |
| 2006 | 1 | 13 | $3,437,746 | $163,878 | $12,606iApproximate average salary by contribution assumption: employee only about $315,150 at 4% or $210,100 at 6%; with 50% employer match about $210,100 at 4% or $140,067 at 6%; with 100% employer match about $157,575 at 4% or $105,050 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 13 | $3,437,746 | $163,878 | $12,606iApproximate average salary by contribution assumption: employee only about $315,150 at 4% or $210,100 at 6%; with 50% employer match about $210,100 at 4% or $140,067 at 6%; with 100% employer match about $157,575 at 4% or $105,050 at 6%. |
| 2005 | 1 | 12 | $2,703,727 | $199,505 | $16,625iApproximate average salary by contribution assumption: employee only about $415,635 at 4% or $277,090 at 6%; with 50% employer match about $277,090 at 4% or $184,727 at 6%; with 100% employer match about $207,818 at 4% or $138,545 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 12 | $2,703,727 | $199,505 | $16,625iApproximate average salary by contribution assumption: employee only about $415,635 at 4% or $277,090 at 6%; with 50% employer match about $277,090 at 4% or $184,727 at 6%; with 100% employer match about $207,818 at 4% or $138,545 at 6%. |
| 2004 | 1 | 15 | $2,281,279 | $106,321 | $7,088iApproximate average salary by contribution assumption: employee only about $177,202 at 4% or $118,134 at 6%; with 50% employer match about $118,134 at 4% or $78,756 at 6%; with 100% employer match about $88,601 at 4% or $59,067 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 15 | $2,281,279 | $106,321 | $7,088iApproximate average salary by contribution assumption: employee only about $177,202 at 4% or $118,134 at 6%; with 50% employer match about $118,134 at 4% or $78,756 at 6%; with 100% employer match about $88,601 at 4% or $59,067 at 6%. |
| 2003 | 2 | 16 | $1,850,501 | $206,927 | $12,933iApproximate average salary by contribution assumption: employee only about $323,323 at 4% or $215,549 at 6%; with 50% employer match about $215,549 at 4% or $143,699 at 6%; with 100% employer match about $161,662 at 4% or $107,774 at 6%. |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 16 | $1,850,501 | $191,910 | $11,994iApproximate average salary by contribution assumption: employee only about $299,859 at 4% or $199,906 at 6%; with 50% employer match about $199,906 at 4% or $133,271 at 6%; with 100% employer match about $149,930 at 4% or $99,953 at 6%. |
| JACKSON, MURDO, GRANT & MCFARLAND, PC PENSION PLAN | - | 0 | - | $15,017 | - |
| 2002 | 2 | 0 | $0 | $0 | - |
| JACKSON, MURDO, GRANT & MCFARLAND, PC PENSION PLAN | - | 0 | - | - | - |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 0 | - | - | - |
| 2001 | 2 | 12 | $0 | $0 | - |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 12 | - | - | - |
| JACKSON, MURDO, GRANT & MCFARLAND, PC PENSION PLAN | - | 11 | - | - | - |
| 2000 | 2 | 10 | $0 | $0 | - |
| JACKSON, MURDO, GRANT & MCFARLAND, PC PENSION PLAN | - | 10 | - | - | - |
| Jackson, Murdo & Grant PC 401(K) Plan | - | 10 | - | - | - |