Civic Intelligence

Jorgensen & Sons Inc. D/B/A Jorgensen & Co.

Plan context: Jorgensen & Co. Employee Stock Ownership Plan

EIN 94-1477041 • 63 filings • 8 plans

Current Snapshot

Latest Year

2024

2024 Participants

135

2024 Assets

$11,512,669

2024 Contributions

$868,689

Historical Graphs

Total Assets Over Time

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

$11,536,376$5,768,188$0199920122024YearValue
$11,512,669Latest year 2024

Participants Over Time

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

139700199920122024YearValue
135Latest year 2024

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
20242135$11,512,669$868,689$6,435iApproximate average salary by contribution assumption: employee only about $160,868 at 4% or $107,246 at 6%; with 50% employer match about $107,246 at 4% or $71,497 at 6%; with 100% employer match about $80,434 at 4% or $53,623 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-127$7,198,383$526,019$4,142iApproximate average salary by contribution assumption: employee only about $103,547 at 4% or $69,031 at 6%; with 50% employer match about $69,031 at 4% or $46,021 at 6%; with 100% employer match about $51,774 at 4% or $34,516 at 6%.
Jorgensen & Co. 401K Plan-135$4,314,286$342,670$2,538iApproximate average salary by contribution assumption: employee only about $63,457 at 4% or $42,305 at 6%; with 50% employer match about $42,305 at 4% or $28,203 at 6%; with 100% employer match about $31,729 at 4% or $21,152 at 6%.
20233139$11,348,730$719,420$5,176iApproximate average salary by contribution assumption: employee only about $129,392 at 4% or $86,261 at 6%; with 50% employer match about $86,261 at 4% or $57,508 at 6%; with 100% employer match about $64,696 at 4% or $43,131 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-123$6,916,704$413,143$3,359iApproximate average salary by contribution assumption: employee only about $83,972 at 4% or $55,981 at 6%; with 50% employer match about $55,981 at 4% or $37,321 at 6%; with 100% employer match about $41,986 at 4% or $27,991 at 6%.
Jorgensen & Co. 401K Plan-139$4,432,026$306,277$2,203iApproximate average salary by contribution assumption: employee only about $55,086 at 4% or $36,724 at 6%; with 50% employer match about $36,724 at 4% or $24,483 at 6%; with 100% employer match about $27,543 at 4% or $18,362 at 6%.
Jorgensen & Sons Inc. Health & Welfare Plan-136---
20223131$10,361,170$680,997$5,198iApproximate average salary by contribution assumption: employee only about $129,961 at 4% or $86,641 at 6%; with 50% employer match about $86,641 at 4% or $57,761 at 6%; with 100% employer match about $64,981 at 4% or $43,320 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-114$6,192,611$302,004$2,649iApproximate average salary by contribution assumption: employee only about $66,229 at 4% or $44,153 at 6%; with 50% employer match about $44,153 at 4% or $29,435 at 6%; with 100% employer match about $33,114 at 4% or $22,076 at 6%.
Jorgensen & Co. 401K Plan-131$4,168,559$378,993$2,893iApproximate average salary by contribution assumption: employee only about $72,327 at 4% or $48,218 at 6%; with 50% employer match about $48,218 at 4% or $32,145 at 6%; with 100% employer match about $36,163 at 4% or $24,109 at 6%.
Jorgensen & Sons Inc. Health & Welfare Plan-105---
20213139$11,536,376$720,865$5,186iApproximate average salary by contribution assumption: employee only about $129,652 at 4% or $86,435 at 6%; with 50% employer match about $86,435 at 4% or $57,623 at 6%; with 100% employer match about $64,826 at 4% or $43,217 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-115$6,015,537$321,540$2,796iApproximate average salary by contribution assumption: employee only about $69,900 at 4% or $46,600 at 6%; with 50% employer match about $46,600 at 4% or $31,067 at 6%; with 100% employer match about $34,950 at 4% or $23,300 at 6%.
Jorgensen & Co. 401K Plan-130$5,520,839$399,325$3,072iApproximate average salary by contribution assumption: employee only about $76,793 at 4% or $51,196 at 6%; with 50% employer match about $51,196 at 4% or $34,130 at 6%; with 100% employer match about $38,397 at 4% or $25,598 at 6%.
Jorgensen & Sons Inc. Health & Welfare Plan-139---
20203133$9,635,997$612,590$4,606iApproximate average salary by contribution assumption: employee only about $115,148 at 4% or $76,766 at 6%; with 50% employer match about $76,766 at 4% or $51,177 at 6%; with 100% employer match about $57,574 at 4% or $38,383 at 6%.
Jorgensen & Co. 401K Plan-128$5,212,423$316,590$2,473iApproximate average salary by contribution assumption: employee only about $61,834 at 4% or $41,223 at 6%; with 50% employer match about $41,223 at 4% or $27,482 at 6%; with 100% employer match about $30,917 at 4% or $20,611 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-115$4,423,574$296,000$2,574iApproximate average salary by contribution assumption: employee only about $64,348 at 4% or $42,899 at 6%; with 50% employer match about $42,899 at 4% or $28,599 at 6%; with 100% employer match about $32,174 at 4% or $21,449 at 6%.
Jorgensen & Sons Inc. Health & Welfare Plan-133---
20193132$8,807,104$637,483$4,829iApproximate average salary by contribution assumption: employee only about $120,735 at 4% or $80,490 at 6%; with 50% employer match about $80,490 at 4% or $53,660 at 6%; with 100% employer match about $60,368 at 4% or $40,245 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-121$4,486,713$310,503$2,566iApproximate average salary by contribution assumption: employee only about $64,154 at 4% or $42,769 at 6%; with 50% employer match about $42,769 at 4% or $28,513 at 6%; with 100% employer match about $32,077 at 4% or $21,385 at 6%.
Jorgensen & Co. 401K Plan-131$4,320,391$326,980$2,496iApproximate average salary by contribution assumption: employee only about $62,401 at 4% or $41,601 at 6%; with 50% employer match about $41,601 at 4% or $27,734 at 6%; with 100% employer match about $31,200 at 4% or $20,800 at 6%.
Jorgensen & Sons Inc. Health & Welfare Plan-132---
20183133$8,379,184$583,255$4,385iApproximate average salary by contribution assumption: employee only about $109,634 at 4% or $73,090 at 6%; with 50% employer match about $73,090 at 4% or $48,726 at 6%; with 100% employer match about $54,817 at 4% or $36,545 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-122$4,623,498$241,234$1,977iApproximate average salary by contribution assumption: employee only about $49,433 at 4% or $32,955 at 6%; with 50% employer match about $32,955 at 4% or $21,970 at 6%; with 100% employer match about $24,717 at 4% or $16,478 at 6%.
Jorgensen & Co. 401K Plan-133$3,755,686$342,021$2,572iApproximate average salary by contribution assumption: employee only about $64,290 at 4% or $42,860 at 6%; with 50% employer match about $42,860 at 4% or $28,573 at 6%; with 100% employer match about $32,145 at 4% or $21,430 at 6%.
Jorgensen & Sons Inc. Health & Welfare Plan-130---
20173127$8,579,504$592,371$4,664iApproximate average salary by contribution assumption: employee only about $116,608 at 4% or $77,739 at 6%; with 50% employer match about $77,739 at 4% or $51,826 at 6%; with 100% employer match about $58,304 at 4% or $38,869 at 6%.
Jorgensen & Co. 401K Plan-127$4,432,851$413,371$3,255iApproximate average salary by contribution assumption: employee only about $81,372 at 4% or $54,248 at 6%; with 50% employer match about $54,248 at 4% or $36,165 at 6%; with 100% employer match about $40,686 at 4% or $27,124 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-121$4,146,653$179,000$1,479iApproximate average salary by contribution assumption: employee only about $36,983 at 4% or $24,656 at 6%; with 50% employer match about $24,656 at 4% or $16,437 at 6%; with 100% employer match about $18,492 at 4% or $12,328 at 6%.
Jorgensen & Sons Inc. Health & Welfare Plan-126---
20163132$7,421,089$442,638$3,353iApproximate average salary by contribution assumption: employee only about $83,833 at 4% or $55,889 at 6%; with 50% employer match about $55,889 at 4% or $37,259 at 6%; with 100% employer match about $41,916 at 4% or $27,944 at 6%.
Jorgensen & Co. 401K Plan-132$3,717,407$318,389$2,412iApproximate average salary by contribution assumption: employee only about $60,301 at 4% or $40,201 at 6%; with 50% employer match about $40,201 at 4% or $26,800 at 6%; with 100% employer match about $30,150 at 4% or $20,100 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-122$3,703,682$124,249$1,018iApproximate average salary by contribution assumption: employee only about $25,461 at 4% or $16,974 at 6%; with 50% employer match about $16,974 at 4% or $11,316 at 6%; with 100% employer match about $12,730 at 4% or $8,487 at 6%.
Jorgensen & Sons Inc. Health & Welfare Plan-126---
20153129$6,872,485$508,031$3,938iApproximate average salary by contribution assumption: employee only about $98,456 at 4% or $65,637 at 6%; with 50% employer match about $65,637 at 4% or $43,758 at 6%; with 100% employer match about $49,228 at 4% or $32,819 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-118$3,537,100$221,000$1,873iApproximate average salary by contribution assumption: employee only about $46,822 at 4% or $31,215 at 6%; with 50% employer match about $31,215 at 4% or $20,810 at 6%; with 100% employer match about $23,411 at 4% or $15,607 at 6%.
Jorgensen & Co. 401K Plan-129$3,335,385$287,031$2,225iApproximate average salary by contribution assumption: employee only about $55,626 at 4% or $37,084 at 6%; with 50% employer match about $37,084 at 4% or $24,723 at 6%; with 100% employer match about $27,813 at 4% or $18,542 at 6%.
Jorgensen & Sons Inc. Health & Welfare Plan-126---
20143129$6,964,910$577,407$4,476iApproximate average salary by contribution assumption: employee only about $111,901 at 4% or $74,600 at 6%; with 50% employer match about $74,600 at 4% or $49,734 at 6%; with 100% employer match about $55,950 at 4% or $37,300 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-114$3,678,377$310,831$2,727iApproximate average salary by contribution assumption: employee only about $68,165 at 4% or $45,443 at 6%; with 50% employer match about $45,443 at 4% or $30,295 at 6%; with 100% employer match about $34,082 at 4% or $22,722 at 6%.
Jorgensen & Co. 401K Plan-129$3,286,533$266,576$2,066iApproximate average salary by contribution assumption: employee only about $51,662 at 4% or $34,441 at 6%; with 50% employer match about $34,441 at 4% or $22,961 at 6%; with 100% employer match about $25,831 at 4% or $17,221 at 6%.
Jorgensen & Sons Inc. Health & Welfare Plan-124---
20133128$6,975,815$586,598$4,583iApproximate average salary by contribution assumption: employee only about $114,570 at 4% or $76,380 at 6%; with 50% employer match about $76,380 at 4% or $50,920 at 6%; with 100% employer match about $57,285 at 4% or $38,190 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-123$3,868,912$265,060$2,155iApproximate average salary by contribution assumption: employee only about $53,874 at 4% or $35,916 at 6%; with 50% employer match about $35,916 at 4% or $23,944 at 6%; with 100% employer match about $26,937 at 4% or $17,958 at 6%.
Jorgensen & Co. 401K Plan-128$3,106,903$321,538$2,512iApproximate average salary by contribution assumption: employee only about $62,800 at 4% or $41,867 at 6%; with 50% employer match about $41,867 at 4% or $27,911 at 6%; with 100% employer match about $31,400 at 4% or $20,933 at 6%.
Jorgensen & Sons Inc. Health & Welfare Plan-106---
20123126$5,828,781$558,653$4,434iApproximate average salary by contribution assumption: employee only about $110,844 at 4% or $73,896 at 6%; with 50% employer match about $73,896 at 4% or $49,264 at 6%; with 100% employer match about $55,422 at 4% or $36,948 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-119$3,300,579$285,631$2,400iApproximate average salary by contribution assumption: employee only about $60,007 at 4% or $40,004 at 6%; with 50% employer match about $40,004 at 4% or $26,670 at 6%; with 100% employer match about $30,003 at 4% or $20,002 at 6%.
Jorgensen & Co. 401K Plan-126$2,528,202$273,022$2,167iApproximate average salary by contribution assumption: employee only about $54,171 at 4% or $36,114 at 6%; with 50% employer match about $36,114 at 4% or $24,076 at 6%; with 100% employer match about $27,086 at 4% or $18,057 at 6%.
Jorgensen & Sons Inc. Health & Welfare Plan-111---
20112116$4,855,115$345,274$2,977iApproximate average salary by contribution assumption: employee only about $74,413 at 4% or $49,608 at 6%; with 50% employer match about $49,608 at 4% or $33,072 at 6%; with 100% employer match about $37,206 at 4% or $24,804 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-116$2,723,415$155,000$1,336iApproximate average salary by contribution assumption: employee only about $33,405 at 4% or $22,270 at 6%; with 50% employer match about $22,270 at 4% or $14,847 at 6%; with 100% employer match about $16,703 at 4% or $11,135 at 6%.
Jorgensen & Co. 401K Plan-116$2,131,700$190,274$1,640iApproximate average salary by contribution assumption: employee only about $41,007 at 4% or $27,338 at 6%; with 50% employer match about $27,338 at 4% or $18,225 at 6%; with 100% employer match about $20,504 at 4% or $13,669 at 6%.
20102121$4,918,713$549,558$4,542iApproximate average salary by contribution assumption: employee only about $113,545 at 4% or $75,697 at 6%; with 50% employer match about $75,697 at 4% or $50,464 at 6%; with 100% employer match about $56,773 at 4% or $37,848 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-121$2,763,997$323,750$2,676iApproximate average salary by contribution assumption: employee only about $66,890 at 4% or $44,594 at 6%; with 50% employer match about $44,594 at 4% or $29,729 at 6%; with 100% employer match about $33,445 at 4% or $22,297 at 6%.
Jorgensen & Co. 401K Plan-116$2,154,716$225,808$1,947iApproximate average salary by contribution assumption: employee only about $48,666 at 4% or $32,444 at 6%; with 50% employer match about $32,444 at 4% or $21,629 at 6%; with 100% employer match about $24,333 at 4% or $16,222 at 6%.
20092119$5,061,028$429,286$3,607iApproximate average salary by contribution assumption: employee only about $90,186 at 4% or $60,124 at 6%; with 50% employer match about $60,124 at 4% or $40,083 at 6%; with 100% employer match about $45,093 at 4% or $30,062 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-119$3,254,571$154,543$1,299iApproximate average salary by contribution assumption: employee only about $32,467 at 4% or $21,645 at 6%; with 50% employer match about $21,645 at 4% or $14,430 at 6%; with 100% employer match about $16,234 at 4% or $10,822 at 6%.
Jorgensen & Co. 401K Plan-117$1,806,457$274,743$2,348iApproximate average salary by contribution assumption: employee only about $58,706 at 4% or $39,137 at 6%; with 50% employer match about $39,137 at 4% or $26,091 at 6%; with 100% employer match about $29,353 at 4% or $19,569 at 6%.
20082114$4,956,364$334,074$2,930iApproximate average salary by contribution assumption: employee only about $73,262 at 4% or $48,841 at 6%; with 50% employer match about $48,841 at 4% or $32,561 at 6%; with 100% employer match about $36,631 at 4% or $24,421 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-114$3,630,386$125,605$1,102iApproximate average salary by contribution assumption: employee only about $27,545 at 4% or $18,363 at 6%; with 50% employer match about $18,363 at 4% or $12,242 at 6%; with 100% employer match about $13,772 at 4% or $9,182 at 6%.
Jorgensen & Co. 401K Plan-108$1,325,978$208,469$1,930iApproximate average salary by contribution assumption: employee only about $48,257 at 4% or $32,171 at 6%; with 50% employer match about $32,171 at 4% or $21,447 at 6%; with 100% employer match about $24,128 at 4% or $16,086 at 6%.
2007297$5,323,747$382,078$3,939iApproximate average salary by contribution assumption: employee only about $98,474 at 4% or $65,649 at 6%; with 50% employer match about $65,649 at 4% or $43,766 at 6%; with 100% employer match about $49,237 at 4% or $32,825 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-97$3,515,544$126,431$1,303iApproximate average salary by contribution assumption: employee only about $32,585 at 4% or $21,724 at 6%; with 50% employer match about $21,724 at 4% or $14,482 at 6%; with 100% employer match about $16,293 at 4% or $10,862 at 6%.
Jorgensen & Co. 401K Plan-93$1,808,203$255,647$2,749iApproximate average salary by contribution assumption: employee only about $68,722 at 4% or $45,815 at 6%; with 50% employer match about $45,815 at 4% or $30,543 at 6%; with 100% employer match about $34,361 at 4% or $22,907 at 6%.
2006294$4,766,743$423,123$4,501iApproximate average salary by contribution assumption: employee only about $112,533 at 4% or $75,022 at 6%; with 50% employer match about $75,022 at 4% or $50,015 at 6%; with 100% employer match about $56,266 at 4% or $37,511 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-94$3,214,247$148,077$1,575iApproximate average salary by contribution assumption: employee only about $39,382 at 4% or $26,255 at 6%; with 50% employer match about $26,255 at 4% or $17,503 at 6%; with 100% employer match about $19,691 at 4% or $13,127 at 6%.
Jorgensen & Co. 401K Plan-91$1,552,496$275,046$3,022iApproximate average salary by contribution assumption: employee only about $75,562 at 4% or $50,375 at 6%; with 50% employer match about $50,375 at 4% or $33,583 at 6%; with 100% employer match about $37,781 at 4% or $25,187 at 6%.
2005194$2,472,564$168,015$1,787iApproximate average salary by contribution assumption: employee only about $44,685 at 4% or $29,790 at 6%; with 50% employer match about $29,790 at 4% or $19,860 at 6%; with 100% employer match about $22,342 at 4% or $14,895 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-94$2,472,564$168,015$1,787iApproximate average salary by contribution assumption: employee only about $44,685 at 4% or $29,790 at 6%; with 50% employer match about $29,790 at 4% or $19,860 at 6%; with 100% employer match about $22,342 at 4% or $14,895 at 6%.
2004297$2,887,566$391,563$4,037iApproximate average salary by contribution assumption: employee only about $100,918 at 4% or $67,279 at 6%; with 50% employer match about $67,279 at 4% or $44,853 at 6%; with 100% employer match about $50,459 at 4% or $33,639 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-97$1,924,586$259,957$2,680iApproximate average salary by contribution assumption: employee only about $66,999 at 4% or $44,666 at 6%; with 50% employer match about $44,666 at 4% or $29,777 at 6%; with 100% employer match about $33,500 at 4% or $22,333 at 6%.
Jorgensen & Co. 401K Plan-95$962,980$131,606$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%.
20032103$2,623,835$384,106$3,729iApproximate average salary by contribution assumption: employee only about $93,230 at 4% or $62,153 at 6%; with 50% employer match about $62,153 at 4% or $41,435 at 6%; with 100% employer match about $46,615 at 4% or $31,077 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-103$1,848,075$278,274$2,702iApproximate average salary by contribution assumption: employee only about $67,542 at 4% or $45,028 at 6%; with 50% employer match about $45,028 at 4% or $30,019 at 6%; with 100% employer match about $33,771 at 4% or $22,514 at 6%.
Jorgensen & Co. 401K Plan-95$775,760$105,832$1,114iApproximate average salary by contribution assumption: employee only about $27,851 at 4% or $18,567 at 6%; with 50% employer match about $18,567 at 4% or $12,378 at 6%; with 100% employer match about $13,925 at 4% or $9,284 at 6%.
2002296$1,816,798$155,189$1,617iApproximate average salary by contribution assumption: employee only about $40,414 at 4% or $26,943 at 6%; with 50% employer match about $26,943 at 4% or $17,962 at 6%; with 100% employer match about $20,207 at 4% or $13,471 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-96$1,816,798$155,189$1,617iApproximate average salary by contribution assumption: employee only about $40,414 at 4% or $26,943 at 6%; with 50% employer match about $26,943 at 4% or $17,962 at 6%; with 100% employer match about $20,207 at 4% or $13,471 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-93---
20012109$534,467$97,861$898iApproximate average salary by contribution assumption: employee only about $22,445 at 4% or $14,963 at 6%; with 50% employer match about $14,963 at 4% or $9,976 at 6%; with 100% employer match about $11,223 at 4% or $7,482 at 6%.
Jorgensen & Co. 401K Plan-103$534,467$97,861$950iApproximate average salary by contribution assumption: employee only about $23,753 at 4% or $15,835 at 6%; with 50% employer match about $15,835 at 4% or $10,557 at 6%; with 100% employer match about $11,876 at 4% or $7,918 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-109---
2000299$0$0-
Jorgensen & Co. Employee Stock Ownership Plan-99---
Jorgensen & Co. 401K Plan-96---
1999295$2,541,389$348,211$3,665iApproximate average salary by contribution assumption: employee only about $91,634 at 4% or $61,090 at 6%; with 50% employer match about $61,090 at 4% or $40,726 at 6%; with 100% employer match about $45,817 at 4% or $30,545 at 6%.
Jorgensen & Co. Employee Stock Ownership Plan-95$1,953,791$259,021$2,727iApproximate average salary by contribution assumption: employee only about $68,163 at 4% or $45,442 at 6%; with 50% employer match about $45,442 at 4% or $30,295 at 6%; with 100% employer match about $34,082 at 4% or $22,721 at 6%.
Jorgensen & Co. 401K Plan-95$587,598$89,190$939iApproximate average salary by contribution assumption: employee only about $23,471 at 4% or $15,647 at 6%; with 50% employer match about $15,647 at 4% or $10,432 at 6%; with 100% employer match about $11,736 at 4% or $7,824 at 6%.