Civic Intelligence

Mark J. Jacoby Associates Inc. and Affiliates

Plan context: Mark J. Jacoby Associates Inc. and Affiliates Savings Plan

EIN 11-2023273 • 10 filings • 5 plans

Current Snapshot

Latest Year

2007

2007 Participants

15

2007 Assets

$4,130,898

2007 Contributions

$161,592

Historical Graphs

Total Assets Over Time

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

$4,230,278$2,115,139$0199920042007YearValue
$4,130,898Latest year 2007

Participants Over Time

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

20100199920032007YearValue
15Latest year 2007

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
2007115$4,130,898$161,592$10,773iApproximate average salary by contribution assumption: employee only about $269,320 at 4% or $179,547 at 6%; with 50% employer match about $179,547 at 4% or $119,698 at 6%; with 100% employer match about $134,660 at 4% or $89,773 at 6%.
Mark J. Jacoby Associates Inc. and Affiliates Savings Plan-15$4,130,898$161,592$10,773iApproximate average salary by contribution assumption: employee only about $269,320 at 4% or $179,547 at 6%; with 50% employer match about $179,547 at 4% or $119,698 at 6%; with 100% employer match about $134,660 at 4% or $89,773 at 6%.
2006116$4,230,278$188,727$11,795iApproximate average salary by contribution assumption: employee only about $294,886 at 4% or $196,591 at 6%; with 50% employer match about $196,591 at 4% or $131,060 at 6%; with 100% employer match about $147,443 at 4% or $98,295 at 6%.
Mark J. Jacoby Associates Inc. and Affiliates Savings Plan-16$4,230,278$188,727$11,795iApproximate average salary by contribution assumption: employee only about $294,886 at 4% or $196,591 at 6%; with 50% employer match about $196,591 at 4% or $131,060 at 6%; with 100% employer match about $147,443 at 4% or $98,295 at 6%.
2005116$3,750,576$205,815$12,863iApproximate average salary by contribution assumption: employee only about $321,586 at 4% or $214,391 at 6%; with 50% employer match about $214,391 at 4% or $142,927 at 6%; with 100% employer match about $160,793 at 4% or $107,195 at 6%.
Mark J. Jacoby Associates Inc. and Affiliates Savings Plan-16$3,750,576$205,815$12,863iApproximate average salary by contribution assumption: employee only about $321,586 at 4% or $214,391 at 6%; with 50% employer match about $214,391 at 4% or $142,927 at 6%; with 100% employer match about $160,793 at 4% or $107,195 at 6%.
2004117$3,307,037$191,660$11,274iApproximate average salary by contribution assumption: employee only about $281,853 at 4% or $187,902 at 6%; with 50% employer match about $187,902 at 4% or $125,268 at 6%; with 100% employer match about $140,926 at 4% or $93,951 at 6%.
Mark J. Jacoby Associates Inc. and Affiliates Savings Plan-17$3,307,037$191,660$11,274iApproximate average salary by contribution assumption: employee only about $281,853 at 4% or $187,902 at 6%; with 50% employer match about $187,902 at 4% or $125,268 at 6%; with 100% employer match about $140,926 at 4% or $93,951 at 6%.
2003117$2,767,048$203,879$11,993iApproximate average salary by contribution assumption: employee only about $299,822 at 4% or $199,881 at 6%; with 50% employer match about $199,881 at 4% or $133,254 at 6%; with 100% employer match about $149,911 at 4% or $99,941 at 6%.
Mark J. Jacoby Associates Inc. and Affiliates Savings Plan-17$2,767,048$203,879$11,993iApproximate average salary by contribution assumption: employee only about $299,822 at 4% or $199,881 at 6%; with 50% employer match about $199,881 at 4% or $133,254 at 6%; with 100% employer match about $149,911 at 4% or $99,941 at 6%.
2002218$2,118,898$179,621$9,979iApproximate average salary by contribution assumption: employee only about $249,474 at 4% or $166,316 at 6%; with 50% employer match about $166,316 at 4% or $110,877 at 6%; with 100% employer match about $124,737 at 4% or $83,158 at 6%.
Mark J. Jacoby Associates Inc. and Affiliates Savings Plan-18$2,118,898$179,621$9,979iApproximate average salary by contribution assumption: employee only about $249,474 at 4% or $166,316 at 6%; with 50% employer match about $166,316 at 4% or $110,877 at 6%; with 100% employer match about $124,737 at 4% or $83,158 at 6%.
MARK J JACOBY ASSOCIATES INC EMPLOYEE HEALTH & WELFARE PLAN-11---
2001116$0$0-
Mark J. Jacoby Associates Inc. and Affiliates Savings Plan-16---
2000119$0$0-
Mark J. Jacoby Associates Inc. and Affiliates Savings Plan-19---
1999120$3,108,201$172,837$8,642iApproximate average salary by contribution assumption: employee only about $216,046 at 4% or $144,031 at 6%; with 50% employer match about $144,031 at 4% or $96,021 at 6%; with 100% employer match about $108,023 at 4% or $72,015 at 6%.
Mark J. Jacoby Associates Inc. and Affiliates Savings Plan-20$3,108,201$172,837$8,642iApproximate average salary by contribution assumption: employee only about $216,046 at 4% or $144,031 at 6%; with 50% employer match about $144,031 at 4% or $96,021 at 6%; with 100% employer match about $108,023 at 4% or $72,015 at 6%.