Civic Intelligence

Jacobson Capital Services Inc.

Plan context: Jacobson Capital Services Inc. 401K Savings Plan

EIN 13-3059993 • Cortlandt Manor, NY • 19 filings • 1 plans

150 Croton AvenueCortlandt Manor, NY 10567
Current Snapshot

Latest Year

2018

2018 Participants

11

2018 Assets

$125,368

2018 Contributions

$16,725

Historical Graphs

Total Assets Over Time

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

$1,553,920$776,960$0199920102018YearValue
$125,368Latest year 2018

Participants Over Time

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

53270199920092018YearValue
11Latest year 2018

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
2018111$125,368$16,725$1,520iApproximate average salary by contribution assumption: employee only about $38,011 at 4% or $25,341 at 6%; with 50% employer match about $25,341 at 4% or $16,894 at 6%; with 100% employer match about $19,006 at 4% or $12,670 at 6%.
Jacobson Capital Services Inc. 401K Savings Plan-11$125,368$16,725$1,520iApproximate average salary by contribution assumption: employee only about $38,011 at 4% or $25,341 at 6%; with 50% employer match about $25,341 at 4% or $16,894 at 6%; with 100% employer match about $19,006 at 4% or $12,670 at 6%.
2017119$1,544,300$45,648$2,403iApproximate average salary by contribution assumption: employee only about $60,063 at 4% or $40,042 at 6%; with 50% employer match about $40,042 at 4% or $26,695 at 6%; with 100% employer match about $30,032 at 4% or $20,021 at 6%.
Jacobson Capital Services Inc. 401K Savings Plan-19$1,544,300$45,648$2,403iApproximate average salary by contribution assumption: employee only about $60,063 at 4% or $40,042 at 6%; with 50% employer match about $40,042 at 4% or $26,695 at 6%; with 100% employer match about $30,032 at 4% or $20,021 at 6%.
2016122$1,553,920$44,599$2,027iApproximate average salary by contribution assumption: employee only about $50,681 at 4% or $33,787 at 6%; with 50% employer match about $33,787 at 4% or $22,525 at 6%; with 100% employer match about $25,340 at 4% or $16,894 at 6%.
Jacobson Capital Services Inc. 401K Savings Plan-22$1,553,920$44,599$2,027iApproximate average salary by contribution assumption: employee only about $50,681 at 4% or $33,787 at 6%; with 50% employer match about $33,787 at 4% or $22,525 at 6%; with 100% employer match about $25,340 at 4% or $16,894 at 6%.
2015127$1,412,967$60,157$2,228iApproximate average salary by contribution assumption: employee only about $55,701 at 4% or $37,134 at 6%; with 50% employer match about $37,134 at 4% or $24,756 at 6%; with 100% employer match about $27,850 at 4% or $18,567 at 6%.
Jacobson Capital Services Inc. 401K Savings Plan-27$1,412,967$60,157$2,228iApproximate average salary by contribution assumption: employee only about $55,701 at 4% or $37,134 at 6%; with 50% employer match about $37,134 at 4% or $24,756 at 6%; with 100% employer match about $27,850 at 4% or $18,567 at 6%.
2014125$1,361,816$57,289$2,292iApproximate average salary by contribution assumption: employee only about $57,289 at 4% or $38,193 at 6%; with 50% employer match about $38,193 at 4% or $25,462 at 6%; with 100% employer match about $28,645 at 4% or $19,096 at 6%.
Jacobson Capital Services Inc. 401K Savings Plan-25$1,361,816$57,289$2,292iApproximate average salary by contribution assumption: employee only about $57,289 at 4% or $38,193 at 6%; with 50% employer match about $38,193 at 4% or $25,462 at 6%; with 100% employer match about $28,645 at 4% or $19,096 at 6%.
2013126$1,242,499$52,721$2,028iApproximate average salary by contribution assumption: employee only about $50,693 at 4% or $33,796 at 6%; with 50% employer match about $33,796 at 4% or $22,530 at 6%; with 100% employer match about $25,347 at 4% or $16,898 at 6%.
Jacobson Capital Services Inc. 401K Savings Plan-26$1,242,499$52,721$2,028iApproximate average salary by contribution assumption: employee only about $50,693 at 4% or $33,796 at 6%; with 50% employer match about $33,796 at 4% or $22,530 at 6%; with 100% employer match about $25,347 at 4% or $16,898 at 6%.
2012122$1,009,212$51,008$2,319iApproximate average salary by contribution assumption: employee only about $57,964 at 4% or $38,642 at 6%; with 50% employer match about $38,642 at 4% or $25,762 at 6%; with 100% employer match about $28,982 at 4% or $19,321 at 6%.
Jacobson Capital Services Inc. 401K Savings Plan-22$1,009,212$51,008$2,319iApproximate average salary by contribution assumption: employee only about $57,964 at 4% or $38,642 at 6%; with 50% employer match about $38,642 at 4% or $25,762 at 6%; with 100% employer match about $28,982 at 4% or $19,321 at 6%.
2011121$878,215$55,006$2,619iApproximate average salary by contribution assumption: employee only about $65,483 at 4% or $43,656 at 6%; with 50% employer match about $43,656 at 4% or $29,104 at 6%; with 100% employer match about $32,742 at 4% or $21,828 at 6%.
Jacobson Capital Services Inc. 401K Savings Plan-21$878,215$55,006$2,619iApproximate average salary by contribution assumption: employee only about $65,483 at 4% or $43,656 at 6%; with 50% employer match about $43,656 at 4% or $29,104 at 6%; with 100% employer match about $32,742 at 4% or $21,828 at 6%.
2010121$834,718$52,817$2,515iApproximate average salary by contribution assumption: employee only about $62,877 at 4% or $41,918 at 6%; with 50% employer match about $41,918 at 4% or $27,946 at 6%; with 100% employer match about $31,439 at 4% or $20,959 at 6%.
Jacobson Capital Services Inc. 401K Savings Plan-21$834,718$52,817$2,515iApproximate average salary by contribution assumption: employee only about $62,877 at 4% or $41,918 at 6%; with 50% employer match about $41,918 at 4% or $27,946 at 6%; with 100% employer match about $31,439 at 4% or $20,959 at 6%.
2009125$728,594$50,400$2,016iApproximate average salary by contribution assumption: employee only about $50,400 at 4% or $33,600 at 6%; with 50% employer match about $33,600 at 4% or $22,400 at 6%; with 100% employer match about $25,200 at 4% or $16,800 at 6%.
Jacobson Capital Services Inc. 401K Savings Plan-25$728,594$50,400$2,016iApproximate average salary by contribution assumption: employee only about $50,400 at 4% or $33,600 at 6%; with 50% employer match about $33,600 at 4% or $22,400 at 6%; with 100% employer match about $25,200 at 4% or $16,800 at 6%.
2008125$645,204$61,324$2,453iApproximate average salary by contribution assumption: employee only about $61,324 at 4% or $40,883 at 6%; with 50% employer match about $40,883 at 4% or $27,255 at 6%; with 100% employer match about $30,662 at 4% or $20,441 at 6%.
Jacobson Capital Services Inc. 401K Savings Plan-25$645,204$61,324$2,453iApproximate average salary by contribution assumption: employee only about $61,324 at 4% or $40,883 at 6%; with 50% employer match about $40,883 at 4% or $27,255 at 6%; with 100% employer match about $30,662 at 4% or $20,441 at 6%.
2006137$843,109$66,837$1,806iApproximate average salary by contribution assumption: employee only about $45,160 at 4% or $30,107 at 6%; with 50% employer match about $30,107 at 4% or $20,071 at 6%; with 100% employer match about $22,580 at 4% or $15,053 at 6%.
Jacobson Capital Services Inc. 401K Savings Plan-37$843,109$66,837$1,806iApproximate average salary by contribution assumption: employee only about $45,160 at 4% or $30,107 at 6%; with 50% employer match about $30,107 at 4% or $20,071 at 6%; with 100% employer match about $22,580 at 4% or $15,053 at 6%.
2005139$720,183$59,998$1,538iApproximate average salary by contribution assumption: employee only about $38,460 at 4% or $25,640 at 6%; with 50% employer match about $25,640 at 4% or $17,093 at 6%; with 100% employer match about $19,230 at 4% or $12,820 at 6%.
Jacobson Capital Services Inc. 401K Savings Plan-39$720,183$59,998$1,538iApproximate average salary by contribution assumption: employee only about $38,460 at 4% or $25,640 at 6%; with 50% employer match about $25,640 at 4% or $17,093 at 6%; with 100% employer match about $19,230 at 4% or $12,820 at 6%.
2004136$620,143$73,991$2,055iApproximate average salary by contribution assumption: employee only about $51,383 at 4% or $34,255 at 6%; with 50% employer match about $34,255 at 4% or $22,837 at 6%; with 100% employer match about $25,691 at 4% or $17,128 at 6%.
Jacobson Capital Services Inc. 401K Savings Plan-36$620,143$73,991$2,055iApproximate average salary by contribution assumption: employee only about $51,383 at 4% or $34,255 at 6%; with 50% employer match about $34,255 at 4% or $22,837 at 6%; with 100% employer match about $25,691 at 4% or $17,128 at 6%.
2003138$507,909$81,360$2,141iApproximate average salary by contribution assumption: employee only about $53,526 at 4% or $35,684 at 6%; with 50% employer match about $35,684 at 4% or $23,789 at 6%; with 100% employer match about $26,763 at 4% or $17,842 at 6%.
Jacobson Capital Services Inc. 401K Savings Plan-38$507,909$81,360$2,141iApproximate average salary by contribution assumption: employee only about $53,526 at 4% or $35,684 at 6%; with 50% employer match about $35,684 at 4% or $23,789 at 6%; with 100% employer match about $26,763 at 4% or $17,842 at 6%.
2002140$323,959$88,113$2,203iApproximate average salary by contribution assumption: employee only about $55,071 at 4% or $36,714 at 6%; with 50% employer match about $36,714 at 4% or $24,476 at 6%; with 100% employer match about $27,535 at 4% or $18,357 at 6%.
Jacobson Capital Services Inc. 401K Savings Plan-40$323,959$88,113$2,203iApproximate average salary by contribution assumption: employee only about $55,071 at 4% or $36,714 at 6%; with 50% employer match about $36,714 at 4% or $24,476 at 6%; with 100% employer match about $27,535 at 4% or $18,357 at 6%.
2001144$0$0-
Jacobson Capital Services Inc. 401K Savings Plan-44---
2000153$306,759$107,380$2,026iApproximate average salary by contribution assumption: employee only about $50,651 at 4% or $33,767 at 6%; with 50% employer match about $33,767 at 4% or $22,512 at 6%; with 100% employer match about $25,325 at 4% or $16,884 at 6%.
Jacobson Capital Services Inc. 401K Savings Plan-53$306,759$107,380$2,026iApproximate average salary by contribution assumption: employee only about $50,651 at 4% or $33,767 at 6%; with 50% employer match about $33,767 at 4% or $22,512 at 6%; with 100% employer match about $25,325 at 4% or $16,884 at 6%.
1999130$242,278$114,606$3,820iApproximate average salary by contribution assumption: employee only about $95,505 at 4% or $63,670 at 6%; with 50% employer match about $63,670 at 4% or $42,447 at 6%; with 100% employer match about $47,753 at 4% or $31,835 at 6%.
Jacobson Capital Services Inc. 401K Savings Plan-30$242,278$114,606$3,820iApproximate average salary by contribution assumption: employee only about $95,505 at 4% or $63,670 at 6%; with 50% employer match about $63,670 at 4% or $42,447 at 6%; with 100% employer match about $47,753 at 4% or $31,835 at 6%.