Civic Intelligence

Daniel Jacobs LLC

Plan context: Daniel Jacobs LLC Retirement Plan

EIN 06-1592089 • Southbury, CT • 16 filings • 1 plans

1380 Southford RoadSouthbury, CT 06488
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$388,429

2025 Contributions

$50,530

Historical Graphs

Total Assets Over Time

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

$640,882$320,441$0201020182025YearValue
$388,429Latest year 2025

Participants Over Time

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

740201020182025YearValue
7Latest 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
202517$388,429$50,530$7,219iApproximate average salary by contribution assumption: employee only about $180,464 at 4% or $120,310 at 6%; with 50% employer match about $120,310 at 4% or $80,206 at 6%; with 100% employer match about $90,232 at 4% or $60,155 at 6%.
Daniel Jacobs LLC Retirement Plan-7$388,429$50,530$7,219iApproximate average salary by contribution assumption: employee only about $180,464 at 4% or $120,310 at 6%; with 50% employer match about $120,310 at 4% or $80,206 at 6%; with 100% employer match about $90,232 at 4% or $60,155 at 6%.
202417$285,095$31,970$4,567iApproximate average salary by contribution assumption: employee only about $114,179 at 4% or $76,119 at 6%; with 50% employer match about $76,119 at 4% or $50,746 at 6%; with 100% employer match about $57,089 at 4% or $38,060 at 6%.
Daniel Jacobs LLC Retirement Plan-7$285,095$31,970$4,567iApproximate average salary by contribution assumption: employee only about $114,179 at 4% or $76,119 at 6%; with 50% employer match about $76,119 at 4% or $50,746 at 6%; with 100% employer match about $57,089 at 4% or $38,060 at 6%.
202316$216,481$26,217$4,370iApproximate average salary by contribution assumption: employee only about $109,238 at 4% or $72,825 at 6%; with 50% employer match about $72,825 at 4% or $48,550 at 6%; with 100% employer match about $54,619 at 4% or $36,413 at 6%.
Daniel Jacobs LLC Retirement Plan-6$216,481$26,217$4,370iApproximate average salary by contribution assumption: employee only about $109,238 at 4% or $72,825 at 6%; with 50% employer match about $72,825 at 4% or $48,550 at 6%; with 100% employer match about $54,619 at 4% or $36,413 at 6%.
202216$535,729$18,874$3,146iApproximate average salary by contribution assumption: employee only about $78,642 at 4% or $52,428 at 6%; with 50% employer match about $52,428 at 4% or $34,952 at 6%; with 100% employer match about $39,321 at 4% or $26,214 at 6%.
Daniel Jacobs LLC Retirement Plan-6$535,729$18,874$3,146iApproximate average salary by contribution assumption: employee only about $78,642 at 4% or $52,428 at 6%; with 50% employer match about $52,428 at 4% or $34,952 at 6%; with 100% employer match about $39,321 at 4% or $26,214 at 6%.
202116$579,352$72,523$12,087iApproximate average salary by contribution assumption: employee only about $302,179 at 4% or $201,453 at 6%; with 50% employer match about $201,453 at 4% or $134,302 at 6%; with 100% employer match about $151,090 at 4% or $100,726 at 6%.
Daniel Jacobs LLC Retirement Plan-6$579,352$72,523$12,087iApproximate average salary by contribution assumption: employee only about $302,179 at 4% or $201,453 at 6%; with 50% employer match about $201,453 at 4% or $134,302 at 6%; with 100% employer match about $151,090 at 4% or $100,726 at 6%.
202017$616,038$37,259$5,323iApproximate average salary by contribution assumption: employee only about $133,068 at 4% or $88,712 at 6%; with 50% employer match about $88,712 at 4% or $59,141 at 6%; with 100% employer match about $66,534 at 4% or $44,356 at 6%.
Daniel Jacobs LLC Retirement Plan-7$616,038$37,259$5,323iApproximate average salary by contribution assumption: employee only about $133,068 at 4% or $88,712 at 6%; with 50% employer match about $88,712 at 4% or $59,141 at 6%; with 100% employer match about $66,534 at 4% or $44,356 at 6%.
201917$640,882$34,887$4,984iApproximate average salary by contribution assumption: employee only about $124,596 at 4% or $83,064 at 6%; with 50% employer match about $83,064 at 4% or $55,376 at 6%; with 100% employer match about $62,298 at 4% or $41,532 at 6%.
Daniel Jacobs LLC Retirement Plan-7$640,882$34,887$4,984iApproximate average salary by contribution assumption: employee only about $124,596 at 4% or $83,064 at 6%; with 50% employer match about $83,064 at 4% or $55,376 at 6%; with 100% employer match about $62,298 at 4% or $41,532 at 6%.
201817$535,375$76,775$10,968iApproximate average salary by contribution assumption: employee only about $274,196 at 4% or $182,798 at 6%; with 50% employer match about $182,798 at 4% or $121,865 at 6%; with 100% employer match about $137,098 at 4% or $91,399 at 6%.
Daniel Jacobs LLC Retirement Plan-7$535,375$76,775$10,968iApproximate average salary by contribution assumption: employee only about $274,196 at 4% or $182,798 at 6%; with 50% employer match about $182,798 at 4% or $121,865 at 6%; with 100% employer match about $137,098 at 4% or $91,399 at 6%.
201717$527,838$39,955$5,708iApproximate average salary by contribution assumption: employee only about $142,696 at 4% or $95,131 at 6%; with 50% employer match about $95,131 at 4% or $63,421 at 6%; with 100% employer match about $71,348 at 4% or $47,565 at 6%.
Daniel Jacobs LLC Retirement Plan-7$527,838$39,955$5,708iApproximate average salary by contribution assumption: employee only about $142,696 at 4% or $95,131 at 6%; with 50% employer match about $95,131 at 4% or $63,421 at 6%; with 100% employer match about $71,348 at 4% or $47,565 at 6%.
201616$459,434$41,812$6,969iApproximate average salary by contribution assumption: employee only about $174,217 at 4% or $116,144 at 6%; with 50% employer match about $116,144 at 4% or $77,430 at 6%; with 100% employer match about $87,108 at 4% or $58,072 at 6%.
Daniel Jacobs LLC Retirement Plan-6$459,434$41,812$6,969iApproximate average salary by contribution assumption: employee only about $174,217 at 4% or $116,144 at 6%; with 50% employer match about $116,144 at 4% or $77,430 at 6%; with 100% employer match about $87,108 at 4% or $58,072 at 6%.
201517$460,636$74,514$10,645iApproximate average salary by contribution assumption: employee only about $266,121 at 4% or $177,414 at 6%; with 50% employer match about $177,414 at 4% or $118,276 at 6%; with 100% employer match about $133,061 at 4% or $88,707 at 6%.
Daniel Jacobs LLC Retirement Plan-7$460,636$74,514$10,645iApproximate average salary by contribution assumption: employee only about $266,121 at 4% or $177,414 at 6%; with 50% employer match about $177,414 at 4% or $118,276 at 6%; with 100% employer match about $133,061 at 4% or $88,707 at 6%.
201417$384,859$93,785$13,398iApproximate average salary by contribution assumption: employee only about $334,946 at 4% or $223,298 at 6%; with 50% employer match about $223,298 at 4% or $148,865 at 6%; with 100% employer match about $167,473 at 4% or $111,649 at 6%.
Daniel Jacobs LLC Retirement Plan-7$384,859$93,785$13,398iApproximate average salary by contribution assumption: employee only about $334,946 at 4% or $223,298 at 6%; with 50% employer match about $223,298 at 4% or $148,865 at 6%; with 100% employer match about $167,473 at 4% or $111,649 at 6%.
201317$277,345$34,786$4,969iApproximate average salary by contribution assumption: employee only about $124,236 at 4% or $82,824 at 6%; with 50% employer match about $82,824 at 4% or $55,216 at 6%; with 100% employer match about $62,118 at 4% or $41,412 at 6%.
Daniel Jacobs LLC Retirement Plan-7$277,345$34,786$4,969iApproximate average salary by contribution assumption: employee only about $124,236 at 4% or $82,824 at 6%; with 50% employer match about $82,824 at 4% or $55,216 at 6%; with 100% employer match about $62,118 at 4% or $41,412 at 6%.
201217$198,094$79,357$11,337iApproximate average salary by contribution assumption: employee only about $283,418 at 4% or $188,945 at 6%; with 50% employer match about $188,945 at 4% or $125,963 at 6%; with 100% employer match about $141,709 at 4% or $94,473 at 6%.
Daniel Jacobs LLC Retirement Plan-7$198,094$79,357$11,337iApproximate average salary by contribution assumption: employee only about $283,418 at 4% or $188,945 at 6%; with 50% employer match about $188,945 at 4% or $125,963 at 6%; with 100% employer match about $141,709 at 4% or $94,473 at 6%.
201115$109,418$55,234$11,047iApproximate average salary by contribution assumption: employee only about $276,170 at 4% or $184,113 at 6%; with 50% employer match about $184,113 at 4% or $122,742 at 6%; with 100% employer match about $138,085 at 4% or $92,057 at 6%.
Daniel Jacobs LLC Retirement Plan-5$109,418$55,234$11,047iApproximate average salary by contribution assumption: employee only about $276,170 at 4% or $184,113 at 6%; with 50% employer match about $184,113 at 4% or $122,742 at 6%; with 100% employer match about $138,085 at 4% or $92,057 at 6%.
201015$54,808$54,666$10,933iApproximate average salary by contribution assumption: employee only about $273,330 at 4% or $182,220 at 6%; with 50% employer match about $182,220 at 4% or $121,480 at 6%; with 100% employer match about $136,665 at 4% or $91,110 at 6%.
Daniel Jacobs LLC Retirement Plan-5$54,808$54,666$10,933iApproximate average salary by contribution assumption: employee only about $273,330 at 4% or $182,220 at 6%; with 50% employer match about $182,220 at 4% or $121,480 at 6%; with 100% employer match about $136,665 at 4% or $91,110 at 6%.