Civic Intelligence

Jacobsen & Mosher Inc.

Plan context: Jacobsen & Mosher Inc. 401(K) Plan

EIN 93-0547231 • Lake Oswego, OR • 30 filings • 6 plans

560 1st Street, Suite 104Lake Oswego, OR 97034-3273
Current Snapshot

Latest Year

2021

2021 Participants

600

2021 Assets

$1,124,694

2021 Contributions

$304,959

Historical Graphs

Total Assets Over Time

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

$3,384,980$1,692,490$0200020112021YearValue
$1,124,694Latest year 2021

Participants Over Time

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

6003000200120112021YearValue
600Latest year 2021

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
20211600$1,124,694$304,959$508iApproximate average salary by contribution assumption: employee only about $12,707 at 4% or $8,471 at 6%; with 50% employer match about $8,471 at 4% or $5,647 at 6%; with 100% employer match about $6,353 at 4% or $4,236 at 6%.
Jacobsen & Mosher Inc. 401(K) Plan-600$1,124,694$304,959$508iApproximate average salary by contribution assumption: employee only about $12,707 at 4% or $8,471 at 6%; with 50% employer match about $8,471 at 4% or $5,647 at 6%; with 100% employer match about $6,353 at 4% or $4,236 at 6%.
20201227$866,523$225,354$993iApproximate average salary by contribution assumption: employee only about $24,819 at 4% or $16,546 at 6%; with 50% employer match about $16,546 at 4% or $11,031 at 6%; with 100% employer match about $12,409 at 4% or $8,273 at 6%.
Jacobsen & Mosher Inc. 401(K) Plan-227$866,523$225,354$993iApproximate average salary by contribution assumption: employee only about $24,819 at 4% or $16,546 at 6%; with 50% employer match about $16,546 at 4% or $11,031 at 6%; with 100% employer match about $12,409 at 4% or $8,273 at 6%.
20191289$712,175$178,203$617iApproximate average salary by contribution assumption: employee only about $15,415 at 4% or $10,277 at 6%; with 50% employer match about $10,277 at 4% or $6,851 at 6%; with 100% employer match about $7,708 at 4% or $5,138 at 6%.
Jacobsen & Mosher Inc. 401(K) Plan-289$712,175$178,203$617iApproximate average salary by contribution assumption: employee only about $15,415 at 4% or $10,277 at 6%; with 50% employer match about $10,277 at 4% or $6,851 at 6%; with 100% employer match about $7,708 at 4% or $5,138 at 6%.
20171113$1,905,110$139,230$1,232iApproximate average salary by contribution assumption: employee only about $30,803 at 4% or $20,535 at 6%; with 50% employer match about $20,535 at 4% or $13,690 at 6%; with 100% employer match about $15,402 at 4% or $10,268 at 6%.
Jacobsen & Mosher Inc. 401(K) Plan-113$1,905,110$139,230$1,232iApproximate average salary by contribution assumption: employee only about $30,803 at 4% or $20,535 at 6%; with 50% employer match about $20,535 at 4% or $13,690 at 6%; with 100% employer match about $15,402 at 4% or $10,268 at 6%.
2016143$1,628,948$131,084$3,048iApproximate average salary by contribution assumption: employee only about $76,212 at 4% or $50,808 at 6%; with 50% employer match about $50,808 at 4% or $33,872 at 6%; with 100% employer match about $38,106 at 4% or $25,404 at 6%.
Jacobsen & Mosher Inc. 401(K) Plan-43$1,628,948$131,084$3,048iApproximate average salary by contribution assumption: employee only about $76,212 at 4% or $50,808 at 6%; with 50% employer match about $50,808 at 4% or $33,872 at 6%; with 100% employer match about $38,106 at 4% or $25,404 at 6%.
2015128$1,377,135$155,745$5,562iApproximate average salary by contribution assumption: employee only about $139,058 at 4% or $92,705 at 6%; with 50% employer match about $92,705 at 4% or $61,804 at 6%; with 100% employer match about $69,529 at 4% or $46,353 at 6%.
Jacobsen & Mosher Inc. 401(K) Plan-28$1,377,135$155,745$5,562iApproximate average salary by contribution assumption: employee only about $139,058 at 4% or $92,705 at 6%; with 50% employer match about $92,705 at 4% or $61,804 at 6%; with 100% employer match about $69,529 at 4% or $46,353 at 6%.
2014117$1,294,357$141,815$8,342iApproximate average salary by contribution assumption: employee only about $208,551 at 4% or $139,034 at 6%; with 50% employer match about $139,034 at 4% or $92,690 at 6%; with 100% employer match about $104,276 at 4% or $69,517 at 6%.
Jacobsen & Mosher Inc. 401(K) Plan-17$1,294,357$141,815$8,342iApproximate average salary by contribution assumption: employee only about $208,551 at 4% or $139,034 at 6%; with 50% employer match about $139,034 at 4% or $92,690 at 6%; with 100% employer match about $104,276 at 4% or $69,517 at 6%.
201316$1,090,948$72,103$12,017iApproximate average salary by contribution assumption: employee only about $300,429 at 4% or $200,286 at 6%; with 50% employer match about $200,286 at 4% or $133,524 at 6%; with 100% employer match about $150,215 at 4% or $100,143 at 6%.
Jacobsen & Mosher Inc. 401(K) Plan-6$1,090,948$72,103$12,017iApproximate average salary by contribution assumption: employee only about $300,429 at 4% or $200,286 at 6%; with 50% employer match about $200,286 at 4% or $133,524 at 6%; with 100% employer match about $150,215 at 4% or $100,143 at 6%.
201224$877,928$67,500$16,875iApproximate average salary by contribution assumption: employee only about $421,875 at 4% or $281,250 at 6%; with 50% employer match about $281,250 at 4% or $187,500 at 6%; with 100% employer match about $210,938 at 4% or $140,625 at 6%.
Jacobsen & Mosher Inc. 401(K) Plan-4$877,928$67,500$16,875iApproximate average salary by contribution assumption: employee only about $421,875 at 4% or $281,250 at 6%; with 50% employer match about $281,250 at 4% or $187,500 at 6%; with 100% employer match about $210,938 at 4% or $140,625 at 6%.
Jacobsen & Mosher Inc. - Employees Restated Profit Sharing Plan-0$0$0-
201134$1,295,837$21,600$5,400iApproximate average salary by contribution assumption: employee only about $135,000 at 4% or $90,000 at 6%; with 50% employer match about $90,000 at 4% or $60,000 at 6%; with 100% employer match about $67,500 at 4% or $45,000 at 6%.
Jacobsen & Mosher Inc. - Employees Restated Profit Sharing Plan-3$578,365--
Jacobsen & Mosher Inc. - Employees Restated Profit Sharing Plan-3$578,365--
Jacobsen & Mosher Inc. 401(K) Plan-4$139,107$21,600$5,400iApproximate average salary by contribution assumption: employee only about $135,000 at 4% or $90,000 at 6%; with 50% employer match about $90,000 at 4% or $60,000 at 6%; with 100% employer match about $67,500 at 4% or $45,000 at 6%.
201034$889,730$41,430$10,358iApproximate average salary by contribution assumption: employee only about $258,938 at 4% or $172,625 at 6%; with 50% employer match about $172,625 at 4% or $115,083 at 6%; with 100% employer match about $129,469 at 4% or $86,313 at 6%.
Jacobsen & Mosher Inc. - Employees Restated Profit Sharing Plan-4$649,497--
Jacobsen & Mosher Inc. 401(K) Plan-4$240,233$41,430$10,358iApproximate average salary by contribution assumption: employee only about $258,938 at 4% or $172,625 at 6%; with 50% employer match about $172,625 at 4% or $115,083 at 6%; with 100% employer match about $129,469 at 4% or $86,313 at 6%.
Jacobsen & Mosher Inc. - Employees Restated Profit Sharing Plan-4---
200926$899,884$44,639$7,440iApproximate average salary by contribution assumption: employee only about $185,996 at 4% or $123,997 at 6%; with 50% employer match about $123,997 at 4% or $82,665 at 6%; with 100% employer match about $92,998 at 4% or $61,999 at 6%.
Jacobsen & Mosher Inc. - Employees Restated Profit Sharing Plan-6$687,940--
Jacobsen & Mosher Inc. 401(K) Plan-5$211,944$44,639$8,928iApproximate average salary by contribution assumption: employee only about $223,195 at 4% or $148,797 at 6%; with 50% employer match about $148,797 at 4% or $99,198 at 6%; with 100% employer match about $111,597 at 4% or $74,398 at 6%.
200829$1,717,629$74,080$8,231iApproximate average salary by contribution assumption: employee only about $205,778 at 4% or $137,185 at 6%; with 50% employer match about $137,185 at 4% or $91,457 at 6%; with 100% employer match about $102,889 at 4% or $68,593 at 6%.
Jacobsen & Mosher Inc. - Employees Restated Profit Sharing Plan-7$1,579,923--
Jacobsen & Mosher Inc. 401(K) Plan-9$137,706$74,080$8,231iApproximate average salary by contribution assumption: employee only about $205,778 at 4% or $137,185 at 6%; with 50% employer match about $137,185 at 4% or $91,457 at 6%; with 100% employer match about $102,889 at 4% or $68,593 at 6%.
200729$134,818$66,300$7,367iApproximate average salary by contribution assumption: employee only about $184,167 at 4% or $122,778 at 6%; with 50% employer match about $122,778 at 4% or $81,852 at 6%; with 100% employer match about $92,083 at 4% or $61,389 at 6%.
Jacobsen & Mosher Inc. 401(K) Plan-9$134,818$66,300$7,367iApproximate average salary by contribution assumption: employee only about $184,167 at 4% or $122,778 at 6%; with 50% employer match about $122,778 at 4% or $81,852 at 6%; with 100% employer match about $92,083 at 4% or $61,389 at 6%.
Jacobsen & Mosher Inc. - Employees Restated Profit Sharing Plan-8---
200628$3,363,172$202,287$25,286iApproximate average salary by contribution assumption: employee only about $632,147 at 4% or $421,431 at 6%; with 50% employer match about $421,431 at 4% or $280,954 at 6%; with 100% employer match about $316,073 at 4% or $210,716 at 6%.
Jacobsen & Mosher Inc. - Employees Restated Profit Sharing Plan-8$3,306,369$150,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
Jacobsen & Mosher Inc. 401(K) Plan-8$56,803$52,287$6,536iApproximate average salary by contribution assumption: employee only about $163,397 at 4% or $108,931 at 6%; with 50% employer match about $108,931 at 4% or $72,621 at 6%; with 100% employer match about $81,698 at 4% or $54,466 at 6%.
200517$3,174,710$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
Jacobsen & Mosher Inc. - Employees Restated Profit Sharing Plan-7$3,174,710$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
200418$3,011,297$0-
Jacobsen & Mosher Inc. - Employees Restated Profit Sharing Plan-8$3,011,297--
200318$2,954,699$0-
Jacobsen & Mosher Inc. - Employees Restated Profit Sharing Plan-8$2,954,699--
200217$2,527,688$70,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Jacobsen & Mosher Inc. - Employees Restated Profit Sharing Plan-7$2,527,688$70,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200118$0$0-
Jacobsen & Mosher Inc. - Employees Restated Profit Sharing Plan-8---
200010$3,384,980$70,000-
Jacobsen & Mosher Inc. - Employees Restated Profit Sharing Plan-0$3,384,980$70,000-