Civic Intelligence

Stacey & Jacobsen PLLC

Plan context: Stacey & Jacobsen PLLC Cash Balance Plan

EIN 82-0608475 • Seattle, WA • 18 filings • 2 plans

4039 21st Avenue WestSuite 401Seattle, WA 98199
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,932,567

2025 Contributions

$783,943

Historical Graphs

Total Assets Over Time

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

$5,735,365$2,867,683$0201720212025YearValue
$1,932,567Latest year 2025

Participants Over Time

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

1260201720212025YearValue
4Latest year 2025

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
202524$1,932,567$783,943$195,986iApproximate average salary by contribution assumption: employee only about $4,899,644 at 4% or $3,266,429 at 6%; with 50% employer match about $3,266,429 at 4% or $2,177,619 at 6%; with 100% employer match about $2,449,822 at 4% or $1,633,215 at 6%.
Stacey & Jacobsen PLLC Cash Balance Plan-2$1,260,950$644,261$322,131iApproximate average salary by contribution assumption: employee only about $8,053,263 at 4% or $5,368,842 at 6%; with 50% employer match about $5,368,842 at 4% or $3,579,228 at 6%; with 100% employer match about $4,026,631 at 4% or $2,684,421 at 6%.
Stacey & Jacobsen PLLC 401(K) Profit Sharing Plan-4$671,617$139,682$34,921iApproximate average salary by contribution assumption: employee only about $873,013 at 4% or $582,008 at 6%; with 50% employer match about $582,008 at 4% or $388,006 at 6%; with 100% employer match about $436,506 at 4% or $291,004 at 6%.
202426$5,735,365$1,583,544$263,924iApproximate average salary by contribution assumption: employee only about $6,598,100 at 4% or $4,398,733 at 6%; with 50% employer match about $4,398,733 at 4% or $2,932,489 at 6%; with 100% employer match about $3,299,050 at 4% or $2,199,367 at 6%.
Stacey & Jacobsen PLLC Cash Balance Plan-6$4,138,194$1,401,965$233,661iApproximate average salary by contribution assumption: employee only about $5,841,521 at 4% or $3,894,347 at 6%; with 50% employer match about $3,894,347 at 4% or $2,596,231 at 6%; with 100% employer match about $2,920,760 at 4% or $1,947,174 at 6%.
Stacey & Jacobsen PLLC 401(K) Profit Sharing Plan-5$1,597,171$181,579$36,316iApproximate average salary by contribution assumption: employee only about $907,895 at 4% or $605,263 at 6%; with 50% employer match about $605,263 at 4% or $403,509 at 6%; with 100% employer match about $453,948 at 4% or $302,632 at 6%.
202326$3,916,479$790,054$131,676iApproximate average salary by contribution assumption: employee only about $3,291,892 at 4% or $2,194,594 at 6%; with 50% employer match about $2,194,594 at 4% or $1,463,063 at 6%; with 100% employer match about $1,645,946 at 4% or $1,097,297 at 6%.
Stacey & Jacobsen PLLC Cash Balance Plan-6$2,631,821$600,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Stacey & Jacobsen PLLC 401(K) Profit Sharing Plan-6$1,284,658$190,054$31,676iApproximate average salary by contribution assumption: employee only about $791,892 at 4% or $527,928 at 6%; with 50% employer match about $527,928 at 4% or $351,952 at 6%; with 100% employer match about $395,946 at 4% or $263,964 at 6%.
202229$3,349,133$829,718$92,191iApproximate average salary by contribution assumption: employee only about $2,304,772 at 4% or $1,536,515 at 6%; with 50% employer match about $1,536,515 at 4% or $1,024,343 at 6%; with 100% employer match about $1,152,386 at 4% or $768,257 at 6%.
Stacey & Jacobsen PLLC Cash Balance Plan-6$1,839,389$662,001$110,334iApproximate average salary by contribution assumption: employee only about $2,758,338 at 4% or $1,838,892 at 6%; with 50% employer match about $1,838,892 at 4% or $1,225,928 at 6%; with 100% employer match about $1,379,169 at 4% or $919,446 at 6%.
Stacey & Jacobsen PLLC 401(K) Profit Sharing Plan-9$1,509,744$167,717$18,635iApproximate average salary by contribution assumption: employee only about $465,881 at 4% or $310,587 at 6%; with 50% employer match about $310,587 at 4% or $207,058 at 6%; with 100% employer match about $232,940 at 4% or $155,294 at 6%.
202129$2,810,407$424,915$47,213iApproximate average salary by contribution assumption: employee only about $1,180,319 at 4% or $786,880 at 6%; with 50% employer match about $786,880 at 4% or $524,586 at 6%; with 100% employer match about $590,160 at 4% or $393,440 at 6%.
Stacey & Jacobsen PLLC 401(K) Profit Sharing Plan-9$1,462,896$219,752$24,417iApproximate average salary by contribution assumption: employee only about $610,422 at 4% or $406,948 at 6%; with 50% employer match about $406,948 at 4% or $271,299 at 6%; with 100% employer match about $305,211 at 4% or $203,474 at 6%.
Stacey & Jacobsen PLLC Cash Balance Plan-5$1,347,511$205,163$41,033iApproximate average salary by contribution assumption: employee only about $1,025,815 at 4% or $683,877 at 6%; with 50% employer match about $683,877 at 4% or $455,918 at 6%; with 100% employer match about $512,908 at 4% or $341,938 at 6%.
2020210$2,309,307$426,611$42,661iApproximate average salary by contribution assumption: employee only about $1,066,528 at 4% or $711,018 at 6%; with 50% employer match about $711,018 at 4% or $474,012 at 6%; with 100% employer match about $533,264 at 4% or $355,509 at 6%.
Stacey & Jacobsen PLLC 401(K) Profit Sharing Plan-10$1,176,497$126,611$12,661iApproximate average salary by contribution assumption: employee only about $316,528 at 4% or $211,018 at 6%; with 50% employer match about $211,018 at 4% or $140,679 at 6%; with 100% employer match about $158,264 at 4% or $105,509 at 6%.
Stacey & Jacobsen PLLC Cash Balance Plan-6$1,132,810$300,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
2019210$4,077,681$1,144,184$114,418iApproximate average salary by contribution assumption: employee only about $2,860,460 at 4% or $1,906,973 at 6%; with 50% employer match about $1,906,973 at 4% or $1,271,316 at 6%; with 100% employer match about $1,430,230 at 4% or $953,487 at 6%.
Stacey & Jacobsen PLLC Cash Balance Plan-7$3,088,620$999,310$142,759iApproximate average salary by contribution assumption: employee only about $3,568,964 at 4% or $2,379,310 at 6%; with 50% employer match about $2,379,310 at 4% or $1,586,206 at 6%; with 100% employer match about $1,784,482 at 4% or $1,189,655 at 6%.
Stacey & Jacobsen PLLC 401(K) Profit Sharing Plan-10$989,061$144,874$14,487iApproximate average salary by contribution assumption: employee only about $362,185 at 4% or $241,457 at 6%; with 50% employer match about $241,457 at 4% or $160,971 at 6%; with 100% employer match about $181,093 at 4% or $120,728 at 6%.
2018212$2,788,150$396,245$33,020iApproximate average salary by contribution assumption: employee only about $825,510 at 4% or $550,340 at 6%; with 50% employer match about $550,340 at 4% or $366,894 at 6%; with 100% employer match about $412,755 at 4% or $275,170 at 6%.
Stacey & Jacobsen PLLC Cash Balance Plan-7$1,804,213$300,000$42,857iApproximate average salary by contribution assumption: employee only about $1,071,429 at 4% or $714,286 at 6%; with 50% employer match about $714,286 at 4% or $476,190 at 6%; with 100% employer match about $535,714 at 4% or $357,143 at 6%.
Stacey & Jacobsen PLLC 401(K) Profit Sharing Plan-12$983,937$96,245$8,020iApproximate average salary by contribution assumption: employee only about $200,510 at 4% or $133,674 at 6%; with 50% employer match about $133,674 at 4% or $89,116 at 6%; with 100% employer match about $100,255 at 4% or $66,837 at 6%.
201728$2,545,299$205,348$25,669iApproximate average salary by contribution assumption: employee only about $641,713 at 4% or $427,808 at 6%; with 50% employer match about $427,808 at 4% or $285,206 at 6%; with 100% employer match about $320,856 at 4% or $213,904 at 6%.
Stacey & Jacobsen PLLC Cash Balance Plan-5$1,607,082$113,036$22,607iApproximate average salary by contribution assumption: employee only about $565,180 at 4% or $376,787 at 6%; with 50% employer match about $376,787 at 4% or $251,191 at 6%; with 100% employer match about $282,590 at 4% or $188,393 at 6%.
Stacey & Jacobsen PLLC 401(K) Profit Sharing Plan-8$938,217$92,312$11,539iApproximate average salary by contribution assumption: employee only about $288,475 at 4% or $192,317 at 6%; with 50% employer match about $192,317 at 4% or $128,211 at 6%; with 100% employer match about $144,238 at 4% or $96,158 at 6%.