Civic Intelligence

Jacoby Life & Pension Planners Inc.

Plan context: Jacoby Life & Pension Planners Inc. Savings Plan

EIN 11-2110800 • Mineola, NY • 24 filings • 5 plans

170 Old Country RoadSuite 414Mineola, NY 11501
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$7,168,794

2025 Contributions

$124,711

Historical Graphs

Total Assets Over Time

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

$7,168,794$3,584,397$0200820172025YearValue
$7,168,794Latest year 2025

Participants Over Time

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

1580200720162025YearValue
5Latest 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
202515$7,168,794$124,711$24,942iApproximate average salary by contribution assumption: employee only about $623,555 at 4% or $415,703 at 6%; with 50% employer match about $415,703 at 4% or $277,136 at 6%; with 100% employer match about $311,778 at 4% or $207,852 at 6%.
Jacoby Life & Pension Planners Inc. Savings Plan-5$7,168,794$124,711$24,942iApproximate average salary by contribution assumption: employee only about $623,555 at 4% or $415,703 at 6%; with 50% employer match about $415,703 at 4% or $277,136 at 6%; with 100% employer match about $311,778 at 4% or $207,852 at 6%.
202415$6,572,486$121,141$24,228iApproximate average salary by contribution assumption: employee only about $605,705 at 4% or $403,803 at 6%; with 50% employer match about $403,803 at 4% or $269,202 at 6%; with 100% employer match about $302,853 at 4% or $201,902 at 6%.
Jacoby Life & Pension Planners Inc. Savings Plan-5$6,572,486$121,141$24,228iApproximate average salary by contribution assumption: employee only about $605,705 at 4% or $403,803 at 6%; with 50% employer match about $403,803 at 4% or $269,202 at 6%; with 100% employer match about $302,853 at 4% or $201,902 at 6%.
202315$6,200,314$117,543$23,509iApproximate average salary by contribution assumption: employee only about $587,715 at 4% or $391,810 at 6%; with 50% employer match about $391,810 at 4% or $261,207 at 6%; with 100% employer match about $293,858 at 4% or $195,905 at 6%.
Jacoby Life & Pension Planners Inc. Savings Plan-5$6,200,314$117,543$23,509iApproximate average salary by contribution assumption: employee only about $587,715 at 4% or $391,810 at 6%; with 50% employer match about $391,810 at 4% or $261,207 at 6%; with 100% employer match about $293,858 at 4% or $195,905 at 6%.
202215$5,647,862$112,938$22,588iApproximate average salary by contribution assumption: employee only about $564,690 at 4% or $376,460 at 6%; with 50% employer match about $376,460 at 4% or $250,973 at 6%; with 100% employer match about $282,345 at 4% or $188,230 at 6%.
Jacoby Life & Pension Planners Inc. Savings Plan-5$5,647,862$112,938$22,588iApproximate average salary by contribution assumption: employee only about $564,690 at 4% or $376,460 at 6%; with 50% employer match about $376,460 at 4% or $250,973 at 6%; with 100% employer match about $282,345 at 4% or $188,230 at 6%.
202115$6,162,152$108,058$21,612iApproximate average salary by contribution assumption: employee only about $540,290 at 4% or $360,193 at 6%; with 50% employer match about $360,193 at 4% or $240,129 at 6%; with 100% employer match about $270,145 at 4% or $180,097 at 6%.
Jacoby Life & Pension Planners Inc. Savings Plan-5$6,162,152$108,058$21,612iApproximate average salary by contribution assumption: employee only about $540,290 at 4% or $360,193 at 6%; with 50% employer match about $360,193 at 4% or $240,129 at 6%; with 100% employer match about $270,145 at 4% or $180,097 at 6%.
202015$5,699,105$107,042$21,408iApproximate average salary by contribution assumption: employee only about $535,210 at 4% or $356,807 at 6%; with 50% employer match about $356,807 at 4% or $237,871 at 6%; with 100% employer match about $267,605 at 4% or $178,403 at 6%.
Jacoby Life & Pension Planners Inc. Savings Plan-5$5,699,105$107,042$21,408iApproximate average salary by contribution assumption: employee only about $535,210 at 4% or $356,807 at 6%; with 50% employer match about $356,807 at 4% or $237,871 at 6%; with 100% employer match about $267,605 at 4% or $178,403 at 6%.
201915$5,356,092$104,320$20,864iApproximate average salary by contribution assumption: employee only about $521,600 at 4% or $347,733 at 6%; with 50% employer match about $347,733 at 4% or $231,822 at 6%; with 100% employer match about $260,800 at 4% or $173,867 at 6%.
Jacoby Life & Pension Planners Inc. Savings Plan-5$5,356,092$104,320$20,864iApproximate average salary by contribution assumption: employee only about $521,600 at 4% or $347,733 at 6%; with 50% employer match about $347,733 at 4% or $231,822 at 6%; with 100% employer match about $260,800 at 4% or $173,867 at 6%.
201815$4,657,388$100,513$20,103iApproximate average salary by contribution assumption: employee only about $502,565 at 4% or $335,043 at 6%; with 50% employer match about $335,043 at 4% or $223,362 at 6%; with 100% employer match about $251,282 at 4% or $167,522 at 6%.
Jacoby Life & Pension Planners Inc. Savings Plan-5$4,657,388$100,513$20,103iApproximate average salary by contribution assumption: employee only about $502,565 at 4% or $335,043 at 6%; with 50% employer match about $335,043 at 4% or $223,362 at 6%; with 100% employer match about $251,282 at 4% or $167,522 at 6%.
201715$4,768,201$98,667$19,733iApproximate average salary by contribution assumption: employee only about $493,335 at 4% or $328,890 at 6%; with 50% employer match about $328,890 at 4% or $219,260 at 6%; with 100% employer match about $246,668 at 4% or $164,445 at 6%.
Jacoby Life & Pension Planners Inc. Savings Plan-5$4,768,201$98,667$19,733iApproximate average salary by contribution assumption: employee only about $493,335 at 4% or $328,890 at 6%; with 50% employer match about $328,890 at 4% or $219,260 at 6%; with 100% employer match about $246,668 at 4% or $164,445 at 6%.
201615$4,251,855$95,664$19,133iApproximate average salary by contribution assumption: employee only about $478,320 at 4% or $318,880 at 6%; with 50% employer match about $318,880 at 4% or $212,587 at 6%; with 100% employer match about $239,160 at 4% or $159,440 at 6%.
Jacoby Life & Pension Planners Inc. Savings Plan-5$4,251,855$95,664$19,133iApproximate average salary by contribution assumption: employee only about $478,320 at 4% or $318,880 at 6%; with 50% employer match about $318,880 at 4% or $212,587 at 6%; with 100% employer match about $239,160 at 4% or $159,440 at 6%.
201515$3,916,380$93,996$18,799iApproximate average salary by contribution assumption: employee only about $469,980 at 4% or $313,320 at 6%; with 50% employer match about $313,320 at 4% or $208,880 at 6%; with 100% employer match about $234,990 at 4% or $156,660 at 6%.
Jacoby Life & Pension Planners Inc. Savings Plan-5$3,916,380$93,996$18,799iApproximate average salary by contribution assumption: employee only about $469,980 at 4% or $313,320 at 6%; with 50% employer match about $313,320 at 4% or $208,880 at 6%; with 100% employer match about $234,990 at 4% or $156,660 at 6%.
201416$3,773,998$77,678$12,946iApproximate average salary by contribution assumption: employee only about $323,658 at 4% or $215,772 at 6%; with 50% employer match about $215,772 at 4% or $143,848 at 6%; with 100% employer match about $161,829 at 4% or $107,886 at 6%.
Jacoby Life & Pension Planners Inc. Savings Plan-6$3,773,998$77,678$12,946iApproximate average salary by contribution assumption: employee only about $323,658 at 4% or $215,772 at 6%; with 50% employer match about $215,772 at 4% or $143,848 at 6%; with 100% employer match about $161,829 at 4% or $107,886 at 6%.
201316$3,501,297$100,642$16,774iApproximate average salary by contribution assumption: employee only about $419,342 at 4% or $279,561 at 6%; with 50% employer match about $279,561 at 4% or $186,374 at 6%; with 100% employer match about $209,671 at 4% or $139,781 at 6%.
Jacoby Life & Pension Planners Inc. Savings Plan-6$3,501,297$100,642$16,774iApproximate average salary by contribution assumption: employee only about $419,342 at 4% or $279,561 at 6%; with 50% employer match about $279,561 at 4% or $186,374 at 6%; with 100% employer match about $209,671 at 4% or $139,781 at 6%.
201226$2,800,805$76,534$12,756iApproximate average salary by contribution assumption: employee only about $318,892 at 4% or $212,594 at 6%; with 50% employer match about $212,594 at 4% or $141,730 at 6%; with 100% employer match about $159,446 at 4% or $106,297 at 6%.
Jacoby Life & Pension Planners Inc. Savings Plan-6$2,800,805$76,534$12,756iApproximate average salary by contribution assumption: employee only about $318,892 at 4% or $212,594 at 6%; with 50% employer match about $212,594 at 4% or $141,730 at 6%; with 100% employer match about $159,446 at 4% or $106,297 at 6%.
401(K)/PS PLAN AND TRUST FOR EMPLOYEES OF KIRKCONNELL, LINDSEY, SNURE, YATES & PONALL P.A.-0$0$0-
201129$4,467,453$69,750$7,750iApproximate average salary by contribution assumption: employee only about $193,750 at 4% or $129,167 at 6%; with 50% employer match about $129,167 at 4% or $86,111 at 6%; with 100% employer match about $96,875 at 4% or $64,583 at 6%.
Jacoby Life & Pension Planners Inc. Savings Plan-6$2,444,760$59,451$9,909iApproximate average salary by contribution assumption: employee only about $247,713 at 4% or $165,142 at 6%; with 50% employer match about $165,142 at 4% or $110,094 at 6%; with 100% employer match about $123,856 at 4% or $82,571 at 6%.
401(K)/PS PLAN AND TRUST FOR EMPLOYEES OF KIRKCONNELL, LINDSEY, SNURE, YATES & PONALL P.A.-9$2,022,693$10,299$1,144iApproximate average salary by contribution assumption: employee only about $28,608 at 4% or $19,072 at 6%; with 50% employer match about $19,072 at 4% or $12,715 at 6%; with 100% employer match about $14,304 at 4% or $9,536 at 6%.
2010212$4,505,684$88,043$7,337iApproximate average salary by contribution assumption: employee only about $183,423 at 4% or $122,282 at 6%; with 50% employer match about $122,282 at 4% or $81,521 at 6%; with 100% employer match about $91,711 at 4% or $61,141 at 6%.
Jacoby Life & Pension Planners Inc. Savings Plan-5$2,418,807$69,309$13,862iApproximate average salary by contribution assumption: employee only about $346,545 at 4% or $231,030 at 6%; with 50% employer match about $231,030 at 4% or $154,020 at 6%; with 100% employer match about $173,273 at 4% or $115,515 at 6%.
401(K)/PS PLAN AND TRUST FOR EMPLOYEES OF KIRKCONNELL, LINDSEY, SNURE, YATES & PONALL P.A.-12$2,086,877$18,734$1,561iApproximate average salary by contribution assumption: employee only about $39,029 at 4% or $26,019 at 6%; with 50% employer match about $26,019 at 4% or $17,346 at 6%; with 100% employer match about $19,515 at 4% or $13,010 at 6%.
2009215$4,736,017$240,680$16,045iApproximate average salary by contribution assumption: employee only about $401,133 at 4% or $267,422 at 6%; with 50% employer match about $267,422 at 4% or $178,281 at 6%; with 100% employer match about $200,567 at 4% or $133,711 at 6%.
401(K)/PS PLAN AND TRUST FOR EMPLOYEES OF KIRKCONNELL, LINDSEY, SNURE, YATES & PONALL P.A.-15$2,667,079$172,913$11,528iApproximate average salary by contribution assumption: employee only about $288,188 at 4% or $192,126 at 6%; with 50% employer match about $192,126 at 4% or $128,084 at 6%; with 100% employer match about $144,094 at 4% or $96,063 at 6%.
Jacoby Life & Pension Planners Inc. Savings Plan-5$2,068,938$67,767$13,553iApproximate average salary by contribution assumption: employee only about $338,835 at 4% or $225,890 at 6%; with 50% employer match about $225,890 at 4% or $150,593 at 6%; with 100% employer match about $169,418 at 4% or $112,945 at 6%.
2008215$3,608,862$367,309$24,487iApproximate average salary by contribution assumption: employee only about $612,182 at 4% or $408,121 at 6%; with 50% employer match about $408,121 at 4% or $272,081 at 6%; with 100% employer match about $306,091 at 4% or $204,061 at 6%.
401K/PS PLAN AND TRUST FOR EMPLOYEES OF KIRKCONNELL, LINDSEY, SNURE & YATES, P.A.-15$1,949,597$252,230$16,815iApproximate average salary by contribution assumption: employee only about $420,383 at 4% or $280,256 at 6%; with 50% employer match about $280,256 at 4% or $186,837 at 6%; with 100% employer match about $210,192 at 4% or $140,128 at 6%.
Jacoby Life & Pension Planners Inc. Savings Plan-4$1,659,265$115,079$28,770iApproximate average salary by contribution assumption: employee only about $719,244 at 4% or $479,496 at 6%; with 50% employer match about $479,496 at 4% or $319,664 at 6%; with 100% employer match about $359,622 at 4% or $239,748 at 6%.
2007113$0$0-
401K/PS PLAN AND TRUST FOR EMPLOY EES OF KIRKCONNELL, LINDSEY, SNURE & YATES, P.A.-13---