Jacobson & Company Inc.
Plan context: Jacobson & Company Inc. Retirement & 401(K) Plan
EIN 13-0881070 • Elizabeth, NJ • 28 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
53
2024 Assets
$33,471,515
2024 Contributions
$1,238,888
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 53 | $33,471,515 | $1,238,888 | $23,375iApproximate average salary by contribution assumption: employee only about $584,381 at 4% or $389,587 at 6%; with 50% employer match about $389,587 at 4% or $259,725 at 6%; with 100% employer match about $292,191 at 4% or $194,794 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 53 | $33,471,515 | $1,238,888 | $23,375iApproximate average salary by contribution assumption: employee only about $584,381 at 4% or $389,587 at 6%; with 50% employer match about $389,587 at 4% or $259,725 at 6%; with 100% employer match about $292,191 at 4% or $194,794 at 6%. |
| 2023 | 1 | 53 | $28,207,056 | $1,540,587 | $29,068iApproximate average salary by contribution assumption: employee only about $726,692 at 4% or $484,461 at 6%; with 50% employer match about $484,461 at 4% or $322,974 at 6%; with 100% employer match about $363,346 at 4% or $242,231 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 53 | $28,207,056 | $1,540,587 | $29,068iApproximate average salary by contribution assumption: employee only about $726,692 at 4% or $484,461 at 6%; with 50% employer match about $484,461 at 4% or $322,974 at 6%; with 100% employer match about $363,346 at 4% or $242,231 at 6%. |
| 2022 | 1 | 49 | $22,066,192 | $1,526,231 | $31,148iApproximate average salary by contribution assumption: employee only about $778,689 at 4% or $519,126 at 6%; with 50% employer match about $519,126 at 4% or $346,084 at 6%; with 100% employer match about $389,345 at 4% or $259,563 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 49 | $22,066,192 | $1,526,231 | $31,148iApproximate average salary by contribution assumption: employee only about $778,689 at 4% or $519,126 at 6%; with 50% employer match about $519,126 at 4% or $346,084 at 6%; with 100% employer match about $389,345 at 4% or $259,563 at 6%. |
| 2021 | 1 | 46 | $25,242,970 | $1,203,788 | $26,169iApproximate average salary by contribution assumption: employee only about $654,233 at 4% or $436,155 at 6%; with 50% employer match about $436,155 at 4% or $290,770 at 6%; with 100% employer match about $327,116 at 4% or $218,078 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 46 | $25,242,970 | $1,203,788 | $26,169iApproximate average salary by contribution assumption: employee only about $654,233 at 4% or $436,155 at 6%; with 50% employer match about $436,155 at 4% or $290,770 at 6%; with 100% employer match about $327,116 at 4% or $218,078 at 6%. |
| 2020 | 1 | 47 | $20,497,512 | $1,099,592 | $23,396iApproximate average salary by contribution assumption: employee only about $584,889 at 4% or $389,926 at 6%; with 50% employer match about $389,926 at 4% or $259,951 at 6%; with 100% employer match about $292,445 at 4% or $194,963 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 47 | $20,497,512 | $1,099,592 | $23,396iApproximate average salary by contribution assumption: employee only about $584,889 at 4% or $389,926 at 6%; with 50% employer match about $389,926 at 4% or $259,951 at 6%; with 100% employer match about $292,445 at 4% or $194,963 at 6%. |
| 2019 | 1 | 46 | $16,783,688 | $1,193,237 | $25,940iApproximate average salary by contribution assumption: employee only about $648,498 at 4% or $432,332 at 6%; with 50% employer match about $432,332 at 4% or $288,221 at 6%; with 100% employer match about $324,249 at 4% or $216,166 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 46 | $16,783,688 | $1,193,237 | $25,940iApproximate average salary by contribution assumption: employee only about $648,498 at 4% or $432,332 at 6%; with 50% employer match about $432,332 at 4% or $288,221 at 6%; with 100% employer match about $324,249 at 4% or $216,166 at 6%. |
| 2018 | 1 | 45 | $12,510,538 | $1,735,145 | $38,559iApproximate average salary by contribution assumption: employee only about $963,969 at 4% or $642,646 at 6%; with 50% employer match about $642,646 at 4% or $428,431 at 6%; with 100% employer match about $481,985 at 4% or $321,323 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 45 | $12,510,538 | $1,735,145 | $38,559iApproximate average salary by contribution assumption: employee only about $963,969 at 4% or $642,646 at 6%; with 50% employer match about $642,646 at 4% or $428,431 at 6%; with 100% employer match about $481,985 at 4% or $321,323 at 6%. |
| 2017 | 1 | 46 | $12,070,073 | $893,932 | $19,433iApproximate average salary by contribution assumption: employee only about $485,833 at 4% or $323,888 at 6%; with 50% employer match about $323,888 at 4% or $215,926 at 6%; with 100% employer match about $242,916 at 4% or $161,944 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 46 | $12,070,073 | $893,932 | $19,433iApproximate average salary by contribution assumption: employee only about $485,833 at 4% or $323,888 at 6%; with 50% employer match about $323,888 at 4% or $215,926 at 6%; with 100% employer match about $242,916 at 4% or $161,944 at 6%. |
| 2016 | 1 | 42 | $9,476,226 | $857,484 | $20,416iApproximate average salary by contribution assumption: employee only about $510,407 at 4% or $340,271 at 6%; with 50% employer match about $340,271 at 4% or $226,848 at 6%; with 100% employer match about $255,204 at 4% or $170,136 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 42 | $9,476,226 | $857,484 | $20,416iApproximate average salary by contribution assumption: employee only about $510,407 at 4% or $340,271 at 6%; with 50% employer match about $340,271 at 4% or $226,848 at 6%; with 100% employer match about $255,204 at 4% or $170,136 at 6%. |
| 2015 | 1 | 40 | $9,184,920 | $683,227 | $17,081iApproximate average salary by contribution assumption: employee only about $427,017 at 4% or $284,678 at 6%; with 50% employer match about $284,678 at 4% or $189,785 at 6%; with 100% employer match about $213,508 at 4% or $142,339 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 40 | $9,184,920 | $683,227 | $17,081iApproximate average salary by contribution assumption: employee only about $427,017 at 4% or $284,678 at 6%; with 50% employer match about $284,678 at 4% or $189,785 at 6%; with 100% employer match about $213,508 at 4% or $142,339 at 6%. |
| 2014 | 1 | 37 | $8,661,881 | $648,323 | $17,522iApproximate average salary by contribution assumption: employee only about $438,056 at 4% or $292,037 at 6%; with 50% employer match about $292,037 at 4% or $194,692 at 6%; with 100% employer match about $219,028 at 4% or $146,019 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 37 | $8,661,881 | $648,323 | $17,522iApproximate average salary by contribution assumption: employee only about $438,056 at 4% or $292,037 at 6%; with 50% employer match about $292,037 at 4% or $194,692 at 6%; with 100% employer match about $219,028 at 4% or $146,019 at 6%. |
| 2013 | 1 | 36 | $7,351,714 | $472,218 | $13,117iApproximate average salary by contribution assumption: employee only about $327,929 at 4% or $218,619 at 6%; with 50% employer match about $218,619 at 4% or $145,746 at 6%; with 100% employer match about $163,965 at 4% or $109,310 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 36 | $7,351,714 | $472,218 | $13,117iApproximate average salary by contribution assumption: employee only about $327,929 at 4% or $218,619 at 6%; with 50% employer match about $218,619 at 4% or $145,746 at 6%; with 100% employer match about $163,965 at 4% or $109,310 at 6%. |
| 2012 | 1 | 32 | $5,693,278 | $393,006 | $12,281iApproximate average salary by contribution assumption: employee only about $307,036 at 4% or $204,691 at 6%; with 50% employer match about $204,691 at 4% or $136,460 at 6%; with 100% employer match about $153,518 at 4% or $102,345 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 32 | $5,693,278 | $393,006 | $12,281iApproximate average salary by contribution assumption: employee only about $307,036 at 4% or $204,691 at 6%; with 50% employer match about $204,691 at 4% or $136,460 at 6%; with 100% employer match about $153,518 at 4% or $102,345 at 6%. |
| 2011 | 1 | 27 | $5,534,211 | $363,397 | $13,459iApproximate average salary by contribution assumption: employee only about $336,479 at 4% or $224,319 at 6%; with 50% employer match about $224,319 at 4% or $149,546 at 6%; with 100% employer match about $168,239 at 4% or $112,160 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 27 | $5,534,211 | $363,397 | $13,459iApproximate average salary by contribution assumption: employee only about $336,479 at 4% or $224,319 at 6%; with 50% employer match about $224,319 at 4% or $149,546 at 6%; with 100% employer match about $168,239 at 4% or $112,160 at 6%. |
| 2010 | 1 | 25 | $5,364,310 | $426,423 | $17,057iApproximate average salary by contribution assumption: employee only about $426,423 at 4% or $284,282 at 6%; with 50% employer match about $284,282 at 4% or $189,521 at 6%; with 100% employer match about $213,211 at 4% or $142,141 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 25 | $5,364,310 | $426,423 | $17,057iApproximate average salary by contribution assumption: employee only about $426,423 at 4% or $284,282 at 6%; with 50% employer match about $284,282 at 4% or $189,521 at 6%; with 100% employer match about $213,211 at 4% or $142,141 at 6%. |
| 2009 | 1 | 32 | $4,436,814 | $402,019 | $12,563iApproximate average salary by contribution assumption: employee only about $314,077 at 4% or $209,385 at 6%; with 50% employer match about $209,385 at 4% or $139,590 at 6%; with 100% employer match about $157,039 at 4% or $104,692 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 32 | $4,436,814 | $402,019 | $12,563iApproximate average salary by contribution assumption: employee only about $314,077 at 4% or $209,385 at 6%; with 50% employer match about $209,385 at 4% or $139,590 at 6%; with 100% employer match about $157,039 at 4% or $104,692 at 6%. |
| 2008 | 1 | 22 | $3,407,126 | $464,326 | $21,106iApproximate average salary by contribution assumption: employee only about $527,643 at 4% or $351,762 at 6%; with 50% employer match about $351,762 at 4% or $234,508 at 6%; with 100% employer match about $263,822 at 4% or $175,881 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 22 | $3,407,126 | $464,326 | $21,106iApproximate average salary by contribution assumption: employee only about $527,643 at 4% or $351,762 at 6%; with 50% employer match about $351,762 at 4% or $234,508 at 6%; with 100% employer match about $263,822 at 4% or $175,881 at 6%. |
| 2007 | 1 | 22 | $4,409,439 | $415,160 | $18,871iApproximate average salary by contribution assumption: employee only about $471,773 at 4% or $314,515 at 6%; with 50% employer match about $314,515 at 4% or $209,677 at 6%; with 100% employer match about $235,886 at 4% or $157,258 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 22 | $4,409,439 | $415,160 | $18,871iApproximate average salary by contribution assumption: employee only about $471,773 at 4% or $314,515 at 6%; with 50% employer match about $314,515 at 4% or $209,677 at 6%; with 100% employer match about $235,886 at 4% or $157,258 at 6%. |
| 2006 | 1 | 20 | $3,786,495 | $333,094 | $16,655iApproximate average salary by contribution assumption: employee only about $416,368 at 4% or $277,578 at 6%; with 50% employer match about $277,578 at 4% or $185,052 at 6%; with 100% employer match about $208,184 at 4% or $138,789 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 20 | $3,786,495 | $333,094 | $16,655iApproximate average salary by contribution assumption: employee only about $416,368 at 4% or $277,578 at 6%; with 50% employer match about $277,578 at 4% or $185,052 at 6%; with 100% employer match about $208,184 at 4% or $138,789 at 6%. |
| 2005 | 1 | 33 | $3,203,063 | $347,882 | $10,542iApproximate average salary by contribution assumption: employee only about $263,547 at 4% or $175,698 at 6%; with 50% employer match about $175,698 at 4% or $117,132 at 6%; with 100% employer match about $131,773 at 4% or $87,849 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 33 | $3,203,063 | $347,882 | $10,542iApproximate average salary by contribution assumption: employee only about $263,547 at 4% or $175,698 at 6%; with 50% employer match about $175,698 at 4% or $117,132 at 6%; with 100% employer match about $131,773 at 4% or $87,849 at 6%. |
| 2004 | 1 | 19 | $2,660,585 | $272,797 | $14,358iApproximate average salary by contribution assumption: employee only about $358,943 at 4% or $239,296 at 6%; with 50% employer match about $239,296 at 4% or $159,530 at 6%; with 100% employer match about $179,472 at 4% or $119,648 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 19 | $2,660,585 | $272,797 | $14,358iApproximate average salary by contribution assumption: employee only about $358,943 at 4% or $239,296 at 6%; with 50% employer match about $239,296 at 4% or $159,530 at 6%; with 100% employer match about $179,472 at 4% or $119,648 at 6%. |
| 2003 | 1 | 23 | $2,253,365 | $265,464 | $11,542iApproximate average salary by contribution assumption: employee only about $288,548 at 4% or $192,365 at 6%; with 50% employer match about $192,365 at 4% or $128,243 at 6%; with 100% employer match about $144,274 at 4% or $96,183 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 23 | $2,253,365 | $265,464 | $11,542iApproximate average salary by contribution assumption: employee only about $288,548 at 4% or $192,365 at 6%; with 50% employer match about $192,365 at 4% or $128,243 at 6%; with 100% employer match about $144,274 at 4% or $96,183 at 6%. |
| 2002 | 1 | 23 | $1,674,295 | $291,229 | $12,662iApproximate average salary by contribution assumption: employee only about $316,553 at 4% or $211,036 at 6%; with 50% employer match about $211,036 at 4% or $140,690 at 6%; with 100% employer match about $158,277 at 4% or $105,518 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 23 | $1,674,295 | $291,229 | $12,662iApproximate average salary by contribution assumption: employee only about $316,553 at 4% or $211,036 at 6%; with 50% employer match about $211,036 at 4% or $140,690 at 6%; with 100% employer match about $158,277 at 4% or $105,518 at 6%. |
| 2001 | 1 | 29 | $1,740,522 | $257,857 | $8,892iApproximate average salary by contribution assumption: employee only about $222,291 at 4% or $148,194 at 6%; with 50% employer match about $148,194 at 4% or $98,796 at 6%; with 100% employer match about $111,145 at 4% or $74,097 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 29 | $1,740,522 | $257,857 | $8,892iApproximate average salary by contribution assumption: employee only about $222,291 at 4% or $148,194 at 6%; with 50% employer match about $148,194 at 4% or $98,796 at 6%; with 100% employer match about $111,145 at 4% or $74,097 at 6%. |
| 2000 | 2 | 28 | $0 | $0 | - |
| Jacobson & Company, Inc. Flexible Spending Plan | - | 21 | - | - | - |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 28 | - | - | - |
| 1999 | 2 | 26 | $2,208,170 | $177,241 | $6,817iApproximate average salary by contribution assumption: employee only about $170,424 at 4% or $113,616 at 6%; with 50% employer match about $113,616 at 4% or $75,744 at 6%; with 100% employer match about $85,212 at 4% or $56,808 at 6%. |
| Jacobson & Company Inc. Retirement & 401(K) Plan | - | 26 | $2,208,170 | $177,241 | $6,817iApproximate average salary by contribution assumption: employee only about $170,424 at 4% or $113,616 at 6%; with 50% employer match about $113,616 at 4% or $75,744 at 6%; with 100% employer match about $85,212 at 4% or $56,808 at 6%. |
| Jacobson & Company, Inc. Flexible Spending Plan | - | 12 | - | - | - |