Civic Intelligence

Jacobson & Schwartz

Plan context: Jacobson & Schwartz Employee Benefit Plan

EIN 11-2745138 • Jericho, NY • 26 filings • 1 plans

333 Jericho Turnpike, Suite 333Jericho, NY 11753
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$2,247,562

2024 Contributions

$162,665

Historical Graphs

Total Assets Over Time

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

$4,675,532$2,337,766$0199920132024YearValue
$2,247,562Latest year 2024

Participants Over Time

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

34170199920122024YearValue
23Latest 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
2024123$2,247,562$162,665$7,072iApproximate average salary by contribution assumption: employee only about $176,810 at 4% or $117,873 at 6%; with 50% employer match about $117,873 at 4% or $78,582 at 6%; with 100% employer match about $88,405 at 4% or $58,937 at 6%.
Jacobson & Schwartz Employee Benefit Plan-23$2,247,562$162,665$7,072iApproximate average salary by contribution assumption: employee only about $176,810 at 4% or $117,873 at 6%; with 50% employer match about $117,873 at 4% or $78,582 at 6%; with 100% employer match about $88,405 at 4% or $58,937 at 6%.
2023121$2,321,045$50,983$2,428iApproximate average salary by contribution assumption: employee only about $60,694 at 4% or $40,463 at 6%; with 50% employer match about $40,463 at 4% or $26,975 at 6%; with 100% employer match about $30,347 at 4% or $20,231 at 6%.
Jacobson & Schwartz Employee Benefit Plan-21$2,321,045$50,983$2,428iApproximate average salary by contribution assumption: employee only about $60,694 at 4% or $40,463 at 6%; with 50% employer match about $40,463 at 4% or $26,975 at 6%; with 100% employer match about $30,347 at 4% or $20,231 at 6%.
2022121$1,834,794$53,263$2,536iApproximate average salary by contribution assumption: employee only about $63,408 at 4% or $42,272 at 6%; with 50% employer match about $42,272 at 4% or $28,181 at 6%; with 100% employer match about $31,704 at 4% or $21,136 at 6%.
Jacobson & Schwartz Employee Benefit Plan-21$1,834,794$53,263$2,536iApproximate average salary by contribution assumption: employee only about $63,408 at 4% or $42,272 at 6%; with 50% employer match about $42,272 at 4% or $28,181 at 6%; with 100% employer match about $31,704 at 4% or $21,136 at 6%.
2021123$2,359,113$69,118$3,005iApproximate average salary by contribution assumption: employee only about $75,128 at 4% or $50,086 at 6%; with 50% employer match about $50,086 at 4% or $33,390 at 6%; with 100% employer match about $37,564 at 4% or $25,043 at 6%.
Jacobson & Schwartz Employee Benefit Plan-23$2,359,113$69,118$3,005iApproximate average salary by contribution assumption: employee only about $75,128 at 4% or $50,086 at 6%; with 50% employer match about $50,086 at 4% or $33,390 at 6%; with 100% employer match about $37,564 at 4% or $25,043 at 6%.
2020124$4,675,532$143,335$5,972iApproximate average salary by contribution assumption: employee only about $149,307 at 4% or $99,538 at 6%; with 50% employer match about $99,538 at 4% or $66,359 at 6%; with 100% employer match about $74,654 at 4% or $49,769 at 6%.
Jacobson & Schwartz Employee Benefit Plan-24$4,675,532$143,335$5,972iApproximate average salary by contribution assumption: employee only about $149,307 at 4% or $99,538 at 6%; with 50% employer match about $99,538 at 4% or $66,359 at 6%; with 100% employer match about $74,654 at 4% or $49,769 at 6%.
2019123$3,899,889$159,824$6,949iApproximate average salary by contribution assumption: employee only about $173,722 at 4% or $115,814 at 6%; with 50% employer match about $115,814 at 4% or $77,210 at 6%; with 100% employer match about $86,861 at 4% or $57,907 at 6%.
Jacobson & Schwartz Employee Benefit Plan-23$3,899,889$159,824$6,949iApproximate average salary by contribution assumption: employee only about $173,722 at 4% or $115,814 at 6%; with 50% employer match about $115,814 at 4% or $77,210 at 6%; with 100% employer match about $86,861 at 4% or $57,907 at 6%.
2018124$3,303,987$150,614$6,276iApproximate average salary by contribution assumption: employee only about $156,890 at 4% or $104,593 at 6%; with 50% employer match about $104,593 at 4% or $69,729 at 6%; with 100% employer match about $78,445 at 4% or $52,297 at 6%.
Jacobson & Schwartz Employee Benefit Plan-24$3,303,987$150,614$6,276iApproximate average salary by contribution assumption: employee only about $156,890 at 4% or $104,593 at 6%; with 50% employer match about $104,593 at 4% or $69,729 at 6%; with 100% employer match about $78,445 at 4% or $52,297 at 6%.
2017122$3,809,789$166,847$7,584iApproximate average salary by contribution assumption: employee only about $189,599 at 4% or $126,399 at 6%; with 50% employer match about $126,399 at 4% or $84,266 at 6%; with 100% employer match about $94,799 at 4% or $63,200 at 6%.
Jacobson & Schwartz Employee Benefit Plan-22$3,809,789$166,847$7,584iApproximate average salary by contribution assumption: employee only about $189,599 at 4% or $126,399 at 6%; with 50% employer match about $126,399 at 4% or $84,266 at 6%; with 100% employer match about $94,799 at 4% or $63,200 at 6%.
2016124$3,373,525$170,305$7,096iApproximate average salary by contribution assumption: employee only about $177,401 at 4% or $118,267 at 6%; with 50% employer match about $118,267 at 4% or $78,845 at 6%; with 100% employer match about $88,701 at 4% or $59,134 at 6%.
Jacobson & Schwartz Employee Benefit Plan-24$3,373,525$170,305$7,096iApproximate average salary by contribution assumption: employee only about $177,401 at 4% or $118,267 at 6%; with 50% employer match about $118,267 at 4% or $78,845 at 6%; with 100% employer match about $88,701 at 4% or $59,134 at 6%.
2015128$4,096,373$202,910$7,247iApproximate average salary by contribution assumption: employee only about $181,170 at 4% or $120,780 at 6%; with 50% employer match about $120,780 at 4% or $80,520 at 6%; with 100% employer match about $90,585 at 4% or $60,390 at 6%.
Jacobson & Schwartz Employee Benefit Plan-28$4,096,373$202,910$7,247iApproximate average salary by contribution assumption: employee only about $181,170 at 4% or $120,780 at 6%; with 50% employer match about $120,780 at 4% or $80,520 at 6%; with 100% employer match about $90,585 at 4% or $60,390 at 6%.
2014128$4,371,762$195,148$6,970iApproximate average salary by contribution assumption: employee only about $174,239 at 4% or $116,160 at 6%; with 50% employer match about $116,160 at 4% or $77,440 at 6%; with 100% employer match about $87,120 at 4% or $58,080 at 6%.
Jacobson & Schwartz Employee Benefit Plan-28$4,371,762$195,148$6,970iApproximate average salary by contribution assumption: employee only about $174,239 at 4% or $116,160 at 6%; with 50% employer match about $116,160 at 4% or $77,440 at 6%; with 100% employer match about $87,120 at 4% or $58,080 at 6%.
2013129$4,042,498$201,119$6,935iApproximate average salary by contribution assumption: employee only about $173,378 at 4% or $115,586 at 6%; with 50% employer match about $115,586 at 4% or $77,057 at 6%; with 100% employer match about $86,689 at 4% or $57,793 at 6%.
Jacobson & Schwartz Employee Benefit Plan-29$4,042,498$201,119$6,935iApproximate average salary by contribution assumption: employee only about $173,378 at 4% or $115,586 at 6%; with 50% employer match about $115,586 at 4% or $77,057 at 6%; with 100% employer match about $86,689 at 4% or $57,793 at 6%.
2012128$3,309,482$201,449$7,195iApproximate average salary by contribution assumption: employee only about $179,865 at 4% or $119,910 at 6%; with 50% employer match about $119,910 at 4% or $79,940 at 6%; with 100% employer match about $89,933 at 4% or $59,955 at 6%.
Jacobson & Schwartz Employee Benefit Plan-28$3,309,482$201,449$7,195iApproximate average salary by contribution assumption: employee only about $179,865 at 4% or $119,910 at 6%; with 50% employer match about $119,910 at 4% or $79,940 at 6%; with 100% employer match about $89,933 at 4% or $59,955 at 6%.
2011132$2,884,948$205,362$6,418iApproximate average salary by contribution assumption: employee only about $160,439 at 4% or $106,959 at 6%; with 50% employer match about $106,959 at 4% or $71,306 at 6%; with 100% employer match about $80,220 at 4% or $53,480 at 6%.
Jacobson & Schwartz Employee Benefit Plan-32$2,884,948$205,362$6,418iApproximate average salary by contribution assumption: employee only about $160,439 at 4% or $106,959 at 6%; with 50% employer match about $106,959 at 4% or $71,306 at 6%; with 100% employer match about $80,220 at 4% or $53,480 at 6%.
2010132$2,894,733$190,923$5,966iApproximate average salary by contribution assumption: employee only about $149,159 at 4% or $99,439 at 6%; with 50% employer match about $99,439 at 4% or $66,293 at 6%; with 100% employer match about $74,579 at 4% or $49,720 at 6%.
Jacobson & Schwartz Employee Benefit Plan-32$2,894,733$190,923$5,966iApproximate average salary by contribution assumption: employee only about $149,159 at 4% or $99,439 at 6%; with 50% employer match about $99,439 at 4% or $66,293 at 6%; with 100% employer match about $74,579 at 4% or $49,720 at 6%.
2009134$2,627,485$235,278$6,920iApproximate average salary by contribution assumption: employee only about $172,999 at 4% or $115,332 at 6%; with 50% employer match about $115,332 at 4% or $76,888 at 6%; with 100% employer match about $86,499 at 4% or $57,666 at 6%.
Jacobson & Schwartz Employee Benefit Plan-34$2,627,485$235,278$6,920iApproximate average salary by contribution assumption: employee only about $172,999 at 4% or $115,332 at 6%; with 50% employer match about $115,332 at 4% or $76,888 at 6%; with 100% employer match about $86,499 at 4% or $57,666 at 6%.
2008121$1,952,142$244,836$11,659iApproximate average salary by contribution assumption: employee only about $291,471 at 4% or $194,314 at 6%; with 50% employer match about $194,314 at 4% or $129,543 at 6%; with 100% employer match about $145,736 at 4% or $97,157 at 6%.
Jacobson & Schwartz Employee Benefit Plan-21$1,952,142$244,836$11,659iApproximate average salary by contribution assumption: employee only about $291,471 at 4% or $194,314 at 6%; with 50% employer match about $194,314 at 4% or $129,543 at 6%; with 100% employer match about $145,736 at 4% or $97,157 at 6%.
2007124$3,345,221$339,837$14,160iApproximate average salary by contribution assumption: employee only about $353,997 at 4% or $235,998 at 6%; with 50% employer match about $235,998 at 4% or $157,332 at 6%; with 100% employer match about $176,998 at 4% or $117,999 at 6%.
Jacobson & Schwartz Employee Benefit Plan-24$3,345,221$339,837$14,160iApproximate average salary by contribution assumption: employee only about $353,997 at 4% or $235,998 at 6%; with 50% employer match about $235,998 at 4% or $157,332 at 6%; with 100% employer match about $176,998 at 4% or $117,999 at 6%.
2006124$2,943,836$299,116$12,463iApproximate average salary by contribution assumption: employee only about $311,579 at 4% or $207,719 at 6%; with 50% employer match about $207,719 at 4% or $138,480 at 6%; with 100% employer match about $155,790 at 4% or $103,860 at 6%.
Jacobson & Schwartz Employee Benefit Plan-24$2,943,836$299,116$12,463iApproximate average salary by contribution assumption: employee only about $311,579 at 4% or $207,719 at 6%; with 50% employer match about $207,719 at 4% or $138,480 at 6%; with 100% employer match about $155,790 at 4% or $103,860 at 6%.
2005122$2,503,590$254,788$11,581iApproximate average salary by contribution assumption: employee only about $289,532 at 4% or $193,021 at 6%; with 50% employer match about $193,021 at 4% or $128,681 at 6%; with 100% employer match about $144,766 at 4% or $96,511 at 6%.
Jacobson & Schwartz Employee Benefit Plan-22$2,503,590$254,788$11,581iApproximate average salary by contribution assumption: employee only about $289,532 at 4% or $193,021 at 6%; with 50% employer match about $193,021 at 4% or $128,681 at 6%; with 100% employer match about $144,766 at 4% or $96,511 at 6%.
2004118$2,126,712$246,553$13,697iApproximate average salary by contribution assumption: employee only about $342,435 at 4% or $228,290 at 6%; with 50% employer match about $228,290 at 4% or $152,193 at 6%; with 100% employer match about $171,217 at 4% or $114,145 at 6%.
Jacobson & Schwartz Employee Benefit Plan-18$2,126,712$246,553$13,697iApproximate average salary by contribution assumption: employee only about $342,435 at 4% or $228,290 at 6%; with 50% employer match about $228,290 at 4% or $152,193 at 6%; with 100% employer match about $171,217 at 4% or $114,145 at 6%.
2003118$1,829,104$245,465$13,637iApproximate average salary by contribution assumption: employee only about $340,924 at 4% or $227,282 at 6%; with 50% employer match about $227,282 at 4% or $151,522 at 6%; with 100% employer match about $170,462 at 4% or $113,641 at 6%.
Jacobson & Schwartz Employee Benefit Plan-18$1,829,104$245,465$13,637iApproximate average salary by contribution assumption: employee only about $340,924 at 4% or $227,282 at 6%; with 50% employer match about $227,282 at 4% or $151,522 at 6%; with 100% employer match about $170,462 at 4% or $113,641 at 6%.
2002113$1,306,018$94,805$7,293iApproximate average salary by contribution assumption: employee only about $182,317 at 4% or $121,545 at 6%; with 50% employer match about $121,545 at 4% or $81,030 at 6%; with 100% employer match about $91,159 at 4% or $60,772 at 6%.
Jacobson & Schwartz Employee Benefit Plan-13$1,306,018$94,805$7,293iApproximate average salary by contribution assumption: employee only about $182,317 at 4% or $121,545 at 6%; with 50% employer match about $121,545 at 4% or $81,030 at 6%; with 100% employer match about $91,159 at 4% or $60,772 at 6%.
200110$0$0-
Jacobson & Schwartz Employee Benefit Plan-0---
2000121$0$0-
Jacobson & Schwartz Employee Benefit Plan-21---
1999122$2,441,424$111,964$5,089iApproximate average salary by contribution assumption: employee only about $127,232 at 4% or $84,821 at 6%; with 50% employer match about $84,821 at 4% or $56,547 at 6%; with 100% employer match about $63,616 at 4% or $42,411 at 6%.
Jacobson & Schwartz Employee Benefit Plan-22$2,441,424$111,964$5,089iApproximate average salary by contribution assumption: employee only about $127,232 at 4% or $84,821 at 6%; with 50% employer match about $84,821 at 4% or $56,547 at 6%; with 100% employer match about $63,616 at 4% or $42,411 at 6%.