Civic Intelligence

Thompson, Jacobsen & Potts, P.

Plan context: Thompson, Jacobsen & Potts PC. Profit Sharing Plan

EIN 81-0493822 • Great Falls, MT • 36 filings • 11 plans

PO Box 2799Great Falls, MT 59403-2799
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$829,388

2019 Contributions

$5,554

Historical Graphs

Total Assets Over Time

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

$1,211,285$605,643$0199920082019YearValue
$829,388Latest year 2019

Participants Over Time

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

530199920082019YearValue
1Latest year 2019

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
201911$829,388$0-
Thompson, Jacobsen & Potts PC. Profit Sharing Plan-1$829,388$0-
201521$898,579$5,554$5,554iApproximate average salary by contribution assumption: employee only about $138,850 at 4% or $92,567 at 6%; with 50% employer match about $92,567 at 4% or $61,711 at 6%; with 100% employer match about $69,425 at 4% or $46,283 at 6%.
Thompson, Jacobsen & Potts PC. Profit Sharing Plan-1$740,735$2,777$2,777iApproximate average salary by contribution assumption: employee only about $69,425 at 4% or $46,283 at 6%; with 50% employer match about $46,283 at 4% or $30,856 at 6%; with 100% employer match about $34,713 at 4% or $23,142 at 6%.
Thompson, Jacobsen & Potts, P. Pension Plan-1$157,844$2,777$2,777iApproximate average salary by contribution assumption: employee only about $69,425 at 4% or $46,283 at 6%; with 50% employer match about $46,283 at 4% or $30,856 at 6%; with 100% employer match about $34,713 at 4% or $23,142 at 6%.
201423$1,160,201$8,312$2,771iApproximate average salary by contribution assumption: employee only about $69,267 at 4% or $46,178 at 6%; with 50% employer match about $46,178 at 4% or $30,785 at 6%; with 100% employer match about $34,633 at 4% or $23,089 at 6%.
Thompson, Jacobsen & Potts PC. Profit Sharing Plan-3$900,635$8,312$2,771iApproximate average salary by contribution assumption: employee only about $69,267 at 4% or $46,178 at 6%; with 50% employer match about $46,178 at 4% or $30,785 at 6%; with 100% employer match about $34,633 at 4% or $23,089 at 6%.
Thompson, Jacobsen & Potts, P. Pension Plan-3$259,566--
201323$1,082,436$8,312$2,771iApproximate average salary by contribution assumption: employee only about $69,267 at 4% or $46,178 at 6%; with 50% employer match about $46,178 at 4% or $30,785 at 6%; with 100% employer match about $34,633 at 4% or $23,089 at 6%.
Thompson, Jacobsen & Potts PC. Profit Sharing Plan-3$836,952$4,156$1,385iApproximate average salary by contribution assumption: employee only about $34,633 at 4% or $23,089 at 6%; with 50% employer match about $23,089 at 4% or $15,393 at 6%; with 100% employer match about $17,317 at 4% or $11,544 at 6%.
Thompson, Jacobsen & Potts, P. Pension Plan-2$245,484$4,156$2,078iApproximate average salary by contribution assumption: employee only about $51,950 at 4% or $34,633 at 6%; with 50% employer match about $34,633 at 4% or $23,089 at 6%; with 100% employer match about $25,975 at 4% or $17,317 at 6%.
201222$883,663$19,530$9,765iApproximate average salary by contribution assumption: employee only about $244,125 at 4% or $162,750 at 6%; with 50% employer match about $162,750 at 4% or $108,500 at 6%; with 100% employer match about $122,063 at 4% or $81,375 at 6%.
Thompson, Jacobsen & Potts PC. Profit Sharing Plan-2$677,793$9,765$4,883iApproximate average salary by contribution assumption: employee only about $122,063 at 4% or $81,375 at 6%; with 50% employer match about $81,375 at 4% or $54,250 at 6%; with 100% employer match about $61,031 at 4% or $40,688 at 6%.
Thompson, Jacobsen & Potts, P. Pension Plan-2$205,870$9,765$4,883iApproximate average salary by contribution assumption: employee only about $122,063 at 4% or $81,375 at 6%; with 50% employer match about $81,375 at 4% or $54,250 at 6%; with 100% employer match about $61,031 at 4% or $40,688 at 6%.
201123$778,881$17,094$5,698iApproximate average salary by contribution assumption: employee only about $142,450 at 4% or $94,967 at 6%; with 50% employer match about $94,967 at 4% or $63,311 at 6%; with 100% employer match about $71,225 at 4% or $47,483 at 6%.
Thompson, Jacobsen & Potts PC. Profit Sharing Plan-3$600,859$8,547$2,849iApproximate average salary by contribution assumption: employee only about $71,225 at 4% or $47,483 at 6%; with 50% employer match about $47,483 at 4% or $31,656 at 6%; with 100% employer match about $35,613 at 4% or $23,742 at 6%.
Thompson, Jacobsen & Potts, P. Pension Plan-3$178,022$8,547$2,849iApproximate average salary by contribution assumption: employee only about $71,225 at 4% or $47,483 at 6%; with 50% employer match about $47,483 at 4% or $31,656 at 6%; with 100% employer match about $35,613 at 4% or $23,742 at 6%.
201024$1,211,285$306,967$76,742iApproximate average salary by contribution assumption: employee only about $1,918,544 at 4% or $1,279,029 at 6%; with 50% employer match about $1,279,029 at 4% or $852,686 at 6%; with 100% employer match about $959,272 at 4% or $639,515 at 6%.
Thompson, Jacobsen & Potts PC. Profit Sharing Plan-4$910,336$298,423$74,606iApproximate average salary by contribution assumption: employee only about $1,865,144 at 4% or $1,243,429 at 6%; with 50% employer match about $1,243,429 at 4% or $828,953 at 6%; with 100% employer match about $932,572 at 4% or $621,715 at 6%.
Thompson, Jacobsen & Potts, P. Pension Plan-4$300,949$8,544$2,136iApproximate average salary by contribution assumption: employee only about $53,400 at 4% or $35,600 at 6%; with 50% employer match about $35,600 at 4% or $23,733 at 6%; with 100% employer match about $26,700 at 4% or $17,800 at 6%.
200934$968,004$42,304$10,576iApproximate average salary by contribution assumption: employee only about $264,400 at 4% or $176,267 at 6%; with 50% employer match about $176,267 at 4% or $117,511 at 6%; with 100% employer match about $132,200 at 4% or $88,133 at 6%.
Thompson, Jacobsen & Potts PC. Profit Sharing Plan-3$527,014$25,069$8,356iApproximate average salary by contribution assumption: employee only about $208,908 at 4% or $139,272 at 6%; with 50% employer match about $139,272 at 4% or $92,848 at 6%; with 100% employer match about $104,454 at 4% or $69,636 at 6%.
Thompson, Jacobsen & Potts, P. Pension Plan-3$247,088--
Thompson, Jacobsen & Potts, P. Pension Plan-4$193,902$17,235$4,309iApproximate average salary by contribution assumption: employee only about $107,719 at 4% or $71,813 at 6%; with 50% employer match about $71,813 at 4% or $47,875 at 6%; with 100% employer match about $53,859 at 4% or $35,906 at 6%.
200824$591,086$63,360$15,840iApproximate average salary by contribution assumption: employee only about $396,000 at 4% or $264,000 at 6%; with 50% employer match about $264,000 at 4% or $176,000 at 6%; with 100% employer match about $198,000 at 4% or $132,000 at 6%.
Thompson, Jacobsen & Potts PC. Profit Sharing Plan-4$397,184$46,125$11,531iApproximate average salary by contribution assumption: employee only about $288,281 at 4% or $192,188 at 6%; with 50% employer match about $192,188 at 4% or $128,125 at 6%; with 100% employer match about $144,141 at 4% or $96,094 at 6%.
Thompson, Jacobsen & Potts, P. Pension Plan-4$193,902$17,235$4,309iApproximate average salary by contribution assumption: employee only about $107,719 at 4% or $71,813 at 6%; with 50% employer match about $71,813 at 4% or $47,875 at 6%; with 100% employer match about $53,859 at 4% or $35,906 at 6%.
200724$812,279$70,330$17,583iApproximate average salary by contribution assumption: employee only about $439,563 at 4% or $293,042 at 6%; with 50% employer match about $293,042 at 4% or $195,361 at 6%; with 100% employer match about $219,781 at 4% or $146,521 at 6%.
Thompson, Jacobsen & Potts PC. Profit Sharing Plan-4$539,747$54,860$13,715iApproximate average salary by contribution assumption: employee only about $342,875 at 4% or $228,583 at 6%; with 50% employer match about $228,583 at 4% or $152,389 at 6%; with 100% employer match about $171,438 at 4% or $114,292 at 6%.
Thompson, Jacobsen & Potts, P. Pension Plan-4$272,532$15,470$3,868iApproximate average salary by contribution assumption: employee only about $96,688 at 4% or $64,458 at 6%; with 50% employer match about $64,458 at 4% or $42,972 at 6%; with 100% employer match about $48,344 at 4% or $32,229 at 6%.
200624$720,390$63,875$15,969iApproximate average salary by contribution assumption: employee only about $399,219 at 4% or $266,146 at 6%; with 50% employer match about $266,146 at 4% or $177,431 at 6%; with 100% employer match about $199,609 at 4% or $133,073 at 6%.
Thompson, Jacobsen & Potts PC. Profit Sharing Plan-4$471,200$51,203$12,801iApproximate average salary by contribution assumption: employee only about $320,019 at 4% or $213,346 at 6%; with 50% employer match about $213,346 at 4% or $142,231 at 6%; with 100% employer match about $160,009 at 4% or $106,673 at 6%.
Thompson, Jacobsen & Potts, P. Pension Plan-4$249,190$12,672$3,168iApproximate average salary by contribution assumption: employee only about $79,200 at 4% or $52,800 at 6%; with 50% employer match about $52,800 at 4% or $35,200 at 6%; with 100% employer match about $39,600 at 4% or $26,400 at 6%.
200524$584,741$59,218$14,805iApproximate average salary by contribution assumption: employee only about $370,113 at 4% or $246,742 at 6%; with 50% employer match about $246,742 at 4% or $164,494 at 6%; with 100% employer match about $185,056 at 4% or $123,371 at 6%.
Thompson, Jacobsen & Potts PC. Profit Sharing Plan-4$373,859$47,304$11,826iApproximate average salary by contribution assumption: employee only about $295,650 at 4% or $197,100 at 6%; with 50% employer match about $197,100 at 4% or $131,400 at 6%; with 100% employer match about $147,825 at 4% or $98,550 at 6%.
Thompson, Jacobsen & Potts, P. Pension Plan-4$210,882$11,914$2,979iApproximate average salary by contribution assumption: employee only about $74,463 at 4% or $49,642 at 6%; with 50% employer match about $49,642 at 4% or $33,094 at 6%; with 100% employer match about $37,231 at 4% or $24,821 at 6%.
200424$491,459$48,027$12,007iApproximate average salary by contribution assumption: employee only about $300,169 at 4% or $200,113 at 6%; with 50% employer match about $200,113 at 4% or $133,408 at 6%; with 100% employer match about $150,084 at 4% or $100,056 at 6%.
Thompson, Jacobsen & Potts PC. Profit Sharing Plan-4$305,469$38,138$9,535iApproximate average salary by contribution assumption: employee only about $238,363 at 4% or $158,908 at 6%; with 50% employer match about $158,908 at 4% or $105,939 at 6%; with 100% employer match about $119,181 at 4% or $79,454 at 6%.
Thompson, Jacobsen & Potts, P. Pension Plan-4$185,990$9,889$2,472iApproximate average salary by contribution assumption: employee only about $61,806 at 4% or $41,204 at 6%; with 50% employer match about $41,204 at 4% or $27,469 at 6%; with 100% employer match about $30,903 at 4% or $20,602 at 6%.
200324$403,327$150,537$37,634iApproximate average salary by contribution assumption: employee only about $940,856 at 4% or $627,238 at 6%; with 50% employer match about $627,238 at 4% or $418,158 at 6%; with 100% employer match about $470,428 at 4% or $313,619 at 6%.
Thompson, Jacobsen & Potts PC. Profit Sharing Plan-4$242,221$81,339$20,335iApproximate average salary by contribution assumption: employee only about $508,369 at 4% or $338,913 at 6%; with 50% employer match about $338,913 at 4% or $225,942 at 6%; with 100% employer match about $254,184 at 4% or $169,456 at 6%.
Thompson, Jacobsen & Potts, P. Pension Plan-4$161,106$69,198$17,300iApproximate average salary by contribution assumption: employee only about $432,488 at 4% or $288,325 at 6%; with 50% employer match about $288,325 at 4% or $192,217 at 6%; with 100% employer match about $216,244 at 4% or $144,163 at 6%.
200224$180,710$60,338$15,085iApproximate average salary by contribution assumption: employee only about $377,113 at 4% or $251,408 at 6%; with 50% employer match about $251,408 at 4% or $167,606 at 6%; with 100% employer match about $188,556 at 4% or $125,704 at 6%.
Thompson, Jacobsen & Potts PC. Profit Sharing Plan-4$118,704$37,973$9,493iApproximate average salary by contribution assumption: employee only about $237,331 at 4% or $158,221 at 6%; with 50% employer match about $158,221 at 4% or $105,481 at 6%; with 100% employer match about $118,666 at 4% or $79,110 at 6%.
Thompson, Jacobsen & Potts, P. Pension Plan-4$62,006$22,365$5,591iApproximate average salary by contribution assumption: employee only about $139,781 at 4% or $93,188 at 6%; with 50% employer match about $93,188 at 4% or $62,125 at 6%; with 100% employer match about $69,891 at 4% or $46,594 at 6%.
200124$51,754$9,175$2,294iApproximate average salary by contribution assumption: employee only about $57,344 at 4% or $38,229 at 6%; with 50% employer match about $38,229 at 4% or $25,486 at 6%; with 100% employer match about $28,672 at 4% or $19,115 at 6%.
Thompson, Jacobsen & Potts, P. Pension Plan-4$51,754$9,175$2,294iApproximate average salary by contribution assumption: employee only about $57,344 at 4% or $38,229 at 6%; with 50% employer match about $38,229 at 4% or $25,486 at 6%; with 100% employer match about $28,672 at 4% or $19,115 at 6%.
Thompson, Jacobsen & Potts PC. Profit Sharing Plan-4---
200024$88,963$50,840$12,710iApproximate average salary by contribution assumption: employee only about $317,750 at 4% or $211,833 at 6%; with 50% employer match about $211,833 at 4% or $141,222 at 6%; with 100% employer match about $158,875 at 4% or $105,917 at 6%.
Thompson, Jacobsen & Potts PC. Profit Sharing Plan-4$88,963$50,840$12,710iApproximate average salary by contribution assumption: employee only about $317,750 at 4% or $211,833 at 6%; with 50% employer match about $211,833 at 4% or $141,222 at 6%; with 100% employer match about $158,875 at 4% or $105,917 at 6%.
Thompson, Jacobsen & Potts, P. Pension Plan-4---
199925$69,824$44,276$8,855iApproximate average salary by contribution assumption: employee only about $221,380 at 4% or $147,587 at 6%; with 50% employer match about $147,587 at 4% or $98,391 at 6%; with 100% employer match about $110,690 at 4% or $73,793 at 6%.
Thompson, Jacobsen & Potts PC. Profit Sharing Plan-5$43,797$19,374$3,875iApproximate average salary by contribution assumption: employee only about $96,870 at 4% or $64,580 at 6%; with 50% employer match about $64,580 at 4% or $43,053 at 6%; with 100% employer match about $48,435 at 4% or $32,290 at 6%.
Thompson, Jacobsen & Potts, P. Pension Plan-5$26,027$24,902$4,980iApproximate average salary by contribution assumption: employee only about $124,510 at 4% or $83,007 at 6%; with 50% employer match about $83,007 at 4% or $55,338 at 6%; with 100% employer match about $62,255 at 4% or $41,503 at 6%.