Jacobson, Thierolf & Dickey PC.
Plan context: Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust
EIN 93-0874690 • Medford, OR • 29 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$836,615
2024 Contributions
$55,606
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $836,615 | $55,606 | $13,902iApproximate average salary by contribution assumption: employee only about $347,538 at 4% or $231,692 at 6%; with 50% employer match about $231,692 at 4% or $154,461 at 6%; with 100% employer match about $173,769 at 4% or $115,846 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 4 | $836,615 | $55,606 | $13,902iApproximate average salary by contribution assumption: employee only about $347,538 at 4% or $231,692 at 6%; with 50% employer match about $231,692 at 4% or $154,461 at 6%; with 100% employer match about $173,769 at 4% or $115,846 at 6%. |
| 2023 | 1 | 5 | $788,328 | $73,675 | $14,735iApproximate average salary by contribution assumption: employee only about $368,375 at 4% or $245,583 at 6%; with 50% employer match about $245,583 at 4% or $163,722 at 6%; with 100% employer match about $184,188 at 4% or $122,792 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 5 | $788,328 | $73,675 | $14,735iApproximate average salary by contribution assumption: employee only about $368,375 at 4% or $245,583 at 6%; with 50% employer match about $245,583 at 4% or $163,722 at 6%; with 100% employer match about $184,188 at 4% or $122,792 at 6%. |
| 2022 | 1 | 5 | $824,331 | $52,965 | $10,593iApproximate average salary by contribution assumption: employee only about $264,825 at 4% or $176,550 at 6%; with 50% employer match about $176,550 at 4% or $117,700 at 6%; with 100% employer match about $132,413 at 4% or $88,275 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 5 | $824,331 | $52,965 | $10,593iApproximate average salary by contribution assumption: employee only about $264,825 at 4% or $176,550 at 6%; with 50% employer match about $176,550 at 4% or $117,700 at 6%; with 100% employer match about $132,413 at 4% or $88,275 at 6%. |
| 2021 | 1 | 5 | $837,130 | $50,243 | $10,049iApproximate average salary by contribution assumption: employee only about $251,215 at 4% or $167,477 at 6%; with 50% employer match about $167,477 at 4% or $111,651 at 6%; with 100% employer match about $125,608 at 4% or $83,738 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 5 | $837,130 | $50,243 | $10,049iApproximate average salary by contribution assumption: employee only about $251,215 at 4% or $167,477 at 6%; with 50% employer match about $167,477 at 4% or $111,651 at 6%; with 100% employer match about $125,608 at 4% or $83,738 at 6%. |
| 2020 | 1 | 5 | $768,536 | $48,184 | $9,637iApproximate average salary by contribution assumption: employee only about $240,920 at 4% or $160,613 at 6%; with 50% employer match about $160,613 at 4% or $107,076 at 6%; with 100% employer match about $120,460 at 4% or $80,307 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 5 | $768,536 | $48,184 | $9,637iApproximate average salary by contribution assumption: employee only about $240,920 at 4% or $160,613 at 6%; with 50% employer match about $160,613 at 4% or $107,076 at 6%; with 100% employer match about $120,460 at 4% or $80,307 at 6%. |
| 2019 | 1 | 5 | $710,347 | $34,908 | $6,982iApproximate average salary by contribution assumption: employee only about $174,540 at 4% or $116,360 at 6%; with 50% employer match about $116,360 at 4% or $77,573 at 6%; with 100% employer match about $87,270 at 4% or $58,180 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 5 | $710,347 | $34,908 | $6,982iApproximate average salary by contribution assumption: employee only about $174,540 at 4% or $116,360 at 6%; with 50% employer match about $116,360 at 4% or $77,573 at 6%; with 100% employer match about $87,270 at 4% or $58,180 at 6%. |
| 2018 | 1 | 5 | $903,532 | $26,757 | $5,351iApproximate average salary by contribution assumption: employee only about $133,785 at 4% or $89,190 at 6%; with 50% employer match about $89,190 at 4% or $59,460 at 6%; with 100% employer match about $66,893 at 4% or $44,595 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 5 | $903,532 | $26,757 | $5,351iApproximate average salary by contribution assumption: employee only about $133,785 at 4% or $89,190 at 6%; with 50% employer match about $89,190 at 4% or $59,460 at 6%; with 100% employer match about $66,893 at 4% or $44,595 at 6%. |
| 2017 | 1 | 6 | $977,679 | $32,548 | $5,425iApproximate average salary by contribution assumption: employee only about $135,617 at 4% or $90,411 at 6%; with 50% employer match about $90,411 at 4% or $60,274 at 6%; with 100% employer match about $67,808 at 4% or $45,206 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 6 | $977,679 | $32,548 | $5,425iApproximate average salary by contribution assumption: employee only about $135,617 at 4% or $90,411 at 6%; with 50% employer match about $90,411 at 4% or $60,274 at 6%; with 100% employer match about $67,808 at 4% or $45,206 at 6%. |
| 2016 | 1 | 7 | $883,508 | $32,766 | $4,681iApproximate average salary by contribution assumption: employee only about $117,021 at 4% or $78,014 at 6%; with 50% employer match about $78,014 at 4% or $52,010 at 6%; with 100% employer match about $58,511 at 4% or $39,007 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 7 | $883,508 | $32,766 | $4,681iApproximate average salary by contribution assumption: employee only about $117,021 at 4% or $78,014 at 6%; with 50% employer match about $78,014 at 4% or $52,010 at 6%; with 100% employer match about $58,511 at 4% or $39,007 at 6%. |
| 2015 | 1 | 7 | $876,777 | $31,684 | $4,526iApproximate average salary by contribution assumption: employee only about $113,157 at 4% or $75,438 at 6%; with 50% employer match about $75,438 at 4% or $50,292 at 6%; with 100% employer match about $56,579 at 4% or $37,719 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 7 | $876,777 | $31,684 | $4,526iApproximate average salary by contribution assumption: employee only about $113,157 at 4% or $75,438 at 6%; with 50% employer match about $75,438 at 4% or $50,292 at 6%; with 100% employer match about $56,579 at 4% or $37,719 at 6%. |
| 2014 | 1 | 7 | $878,055 | $30,792 | $4,399iApproximate average salary by contribution assumption: employee only about $109,971 at 4% or $73,314 at 6%; with 50% employer match about $73,314 at 4% or $48,876 at 6%; with 100% employer match about $54,986 at 4% or $36,657 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 7 | $878,055 | $30,792 | $4,399iApproximate average salary by contribution assumption: employee only about $109,971 at 4% or $73,314 at 6%; with 50% employer match about $73,314 at 4% or $48,876 at 6%; with 100% employer match about $54,986 at 4% or $36,657 at 6%. |
| 2013 | 1 | 7 | $810,011 | $25,104 | $3,586iApproximate average salary by contribution assumption: employee only about $89,657 at 4% or $59,771 at 6%; with 50% employer match about $59,771 at 4% or $39,848 at 6%; with 100% employer match about $44,829 at 4% or $29,886 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 7 | $810,011 | $25,104 | $3,586iApproximate average salary by contribution assumption: employee only about $89,657 at 4% or $59,771 at 6%; with 50% employer match about $59,771 at 4% or $39,848 at 6%; with 100% employer match about $44,829 at 4% or $29,886 at 6%. |
| 2012 | 1 | 8 | $859,347 | $30,953 | $3,869iApproximate average salary by contribution assumption: employee only about $96,728 at 4% or $64,485 at 6%; with 50% employer match about $64,485 at 4% or $42,990 at 6%; with 100% employer match about $48,364 at 4% or $32,243 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 8 | $859,347 | $30,953 | $3,869iApproximate average salary by contribution assumption: employee only about $96,728 at 4% or $64,485 at 6%; with 50% employer match about $64,485 at 4% or $42,990 at 6%; with 100% employer match about $48,364 at 4% or $32,243 at 6%. |
| 2011 | 1 | 8 | $802,879 | $31,982 | $3,998iApproximate average salary by contribution assumption: employee only about $99,944 at 4% or $66,629 at 6%; with 50% employer match about $66,629 at 4% or $44,419 at 6%; with 100% employer match about $49,972 at 4% or $33,315 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 8 | $802,879 | $31,982 | $3,998iApproximate average salary by contribution assumption: employee only about $99,944 at 4% or $66,629 at 6%; with 50% employer match about $66,629 at 4% or $44,419 at 6%; with 100% employer match about $49,972 at 4% or $33,315 at 6%. |
| 2010 | 1 | 7 | $752,430 | $29,093 | $4,156iApproximate average salary by contribution assumption: employee only about $103,904 at 4% or $69,269 at 6%; with 50% employer match about $69,269 at 4% or $46,179 at 6%; with 100% employer match about $51,952 at 4% or $34,635 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 7 | $752,430 | $29,093 | $4,156iApproximate average salary by contribution assumption: employee only about $103,904 at 4% or $69,269 at 6%; with 50% employer match about $69,269 at 4% or $46,179 at 6%; with 100% employer match about $51,952 at 4% or $34,635 at 6%. |
| 2009 | 1 | 9 | $680,705 | $36,196 | $4,022iApproximate average salary by contribution assumption: employee only about $100,544 at 4% or $67,030 at 6%; with 50% employer match about $67,030 at 4% or $44,686 at 6%; with 100% employer match about $50,272 at 4% or $33,515 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 9 | $680,705 | $36,196 | $4,022iApproximate average salary by contribution assumption: employee only about $100,544 at 4% or $67,030 at 6%; with 50% employer match about $67,030 at 4% or $44,686 at 6%; with 100% employer match about $50,272 at 4% or $33,515 at 6%. |
| 2008 | 1 | 7 | $597,891 | $34,398 | $4,914iApproximate average salary by contribution assumption: employee only about $122,850 at 4% or $81,900 at 6%; with 50% employer match about $81,900 at 4% or $54,600 at 6%; with 100% employer match about $61,425 at 4% or $40,950 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 7 | $597,891 | $34,398 | $4,914iApproximate average salary by contribution assumption: employee only about $122,850 at 4% or $81,900 at 6%; with 50% employer match about $81,900 at 4% or $54,600 at 6%; with 100% employer match about $61,425 at 4% or $40,950 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 6 | - | - | - |
| 2006 | 1 | 6 | $519,232 | $40,077 | $6,680iApproximate average salary by contribution assumption: employee only about $166,988 at 4% or $111,325 at 6%; with 50% employer match about $111,325 at 4% or $74,217 at 6%; with 100% employer match about $83,494 at 4% or $55,663 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 6 | $519,232 | $40,077 | $6,680iApproximate average salary by contribution assumption: employee only about $166,988 at 4% or $111,325 at 6%; with 50% employer match about $111,325 at 4% or $74,217 at 6%; with 100% employer match about $83,494 at 4% or $55,663 at 6%. |
| 2005 | 1 | 8 | $441,954 | $50,185 | $6,273iApproximate average salary by contribution assumption: employee only about $156,828 at 4% or $104,552 at 6%; with 50% employer match about $104,552 at 4% or $69,701 at 6%; with 100% employer match about $78,414 at 4% or $52,276 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 8 | $441,954 | $50,185 | $6,273iApproximate average salary by contribution assumption: employee only about $156,828 at 4% or $104,552 at 6%; with 50% employer match about $104,552 at 4% or $69,701 at 6%; with 100% employer match about $78,414 at 4% or $52,276 at 6%. |
| 2004 | 1 | 7 | $395,561 | $29,585 | $4,226iApproximate average salary by contribution assumption: employee only about $105,661 at 4% or $70,440 at 6%; with 50% employer match about $70,440 at 4% or $46,960 at 6%; with 100% employer match about $52,830 at 4% or $35,220 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 7 | $395,561 | $29,585 | $4,226iApproximate average salary by contribution assumption: employee only about $105,661 at 4% or $70,440 at 6%; with 50% employer match about $70,440 at 4% or $46,960 at 6%; with 100% employer match about $52,830 at 4% or $35,220 at 6%. |
| 2003 | 1 | 6 | $327,405 | $22,615 | $3,769iApproximate average salary by contribution assumption: employee only about $94,229 at 4% or $62,819 at 6%; with 50% employer match about $62,819 at 4% or $41,880 at 6%; with 100% employer match about $47,115 at 4% or $31,410 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 6 | $327,405 | $22,615 | $3,769iApproximate average salary by contribution assumption: employee only about $94,229 at 4% or $62,819 at 6%; with 50% employer match about $62,819 at 4% or $41,880 at 6%; with 100% employer match about $47,115 at 4% or $31,410 at 6%. |
| 2002 | 1 | 7 | $310,171 | $34,109 | $4,873iApproximate average salary by contribution assumption: employee only about $121,818 at 4% or $81,212 at 6%; with 50% employer match about $81,212 at 4% or $54,141 at 6%; with 100% employer match about $60,909 at 4% or $40,606 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 7 | $310,171 | $34,109 | $4,873iApproximate average salary by contribution assumption: employee only about $121,818 at 4% or $81,212 at 6%; with 50% employer match about $81,212 at 4% or $54,141 at 6%; with 100% employer match about $60,909 at 4% or $40,606 at 6%. |
| 2001 | 2 | 7 | $0 | $0 | - |
| Jacobson, Thierolf & Dickey PC. Money Purchase Pension Plan & Trust | - | 0 | - | - | - |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 7 | - | - | - |
| 2000 | 2 | 7 | $282,284 | $35,095 | $5,014iApproximate average salary by contribution assumption: employee only about $125,339 at 4% or $83,560 at 6%; with 50% employer match about $83,560 at 4% or $55,706 at 6%; with 100% employer match about $62,670 at 4% or $41,780 at 6%. |
| Jacobson, Thierolf & Dickey PC. Money Purchase Pension Plan & Trust | - | 7 | $178,311 | $24,995 | $3,571iApproximate average salary by contribution assumption: employee only about $89,268 at 4% or $59,512 at 6%; with 50% employer match about $59,512 at 4% or $39,675 at 6%; with 100% employer match about $44,634 at 4% or $29,756 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 7 | $103,973 | $10,100 | $1,443iApproximate average salary by contribution assumption: employee only about $36,071 at 4% or $24,048 at 6%; with 50% employer match about $24,048 at 4% or $16,032 at 6%; with 100% employer match about $18,036 at 4% or $12,024 at 6%. |
| 1999 | 2 | 8 | $248,867 | $40,992 | $5,124iApproximate average salary by contribution assumption: employee only about $128,100 at 4% or $85,400 at 6%; with 50% employer match about $85,400 at 4% or $56,933 at 6%; with 100% employer match about $64,050 at 4% or $42,700 at 6%. |
| Jacobson, Thierolf & Dickey PC. Money Purchase Pension Plan & Trust | - | 8 | $155,430 | $22,869 | $2,859iApproximate average salary by contribution assumption: employee only about $71,466 at 4% or $47,644 at 6%; with 50% employer match about $47,644 at 4% or $31,763 at 6%; with 100% employer match about $35,733 at 4% or $23,822 at 6%. |
| Jacobson, Thierolf & Dickey PC. 401K Profit Sharing Plan & Trust | - | 8 | $93,437 | $18,123 | $2,265iApproximate average salary by contribution assumption: employee only about $56,634 at 4% or $37,756 at 6%; with 50% employer match about $37,756 at 4% or $25,171 at 6%; with 100% employer match about $28,317 at 4% or $18,878 at 6%. |