Civic Intelligence

Karen Jacobson

Plan context: Karen Jacobson Profit Sharing Plan

EIN 13-3279720 • 18 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

3

2008 Assets

$1,235,097

2008 Contributions

$3,080

Historical Graphs

Total Assets Over Time

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

$1,235,097$617,549$0199920042006YearValue
$1,235,097Latest year 2006

Participants Over Time

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

320199920032007YearValue
3Latest 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
200810$0$3,080-
Karen Jacobson Profit Sharing Plan-0-$3,080-
200713$0$0-
Karen Jacobson Profit Sharing Plan-3---
200622$1,235,097$480,956$240,478iApproximate average salary by contribution assumption: employee only about $6,011,950 at 4% or $4,007,967 at 6%; with 50% employer match about $4,007,967 at 4% or $2,671,978 at 6%; with 100% employer match about $3,005,975 at 4% or $2,003,983 at 6%.
Karen Jacobson Profit Sharing Plan-2$1,235,097$480,956$240,478iApproximate average salary by contribution assumption: employee only about $6,011,950 at 4% or $4,007,967 at 6%; with 50% employer match about $4,007,967 at 4% or $2,671,978 at 6%; with 100% employer match about $3,005,975 at 4% or $2,003,983 at 6%.
Karen Jacobson Money Purchase Plan-0---
200522$988,982$71,880$35,940iApproximate average salary by contribution assumption: employee only about $898,500 at 4% or $599,000 at 6%; with 50% employer match about $599,000 at 4% or $399,333 at 6%; with 100% employer match about $449,250 at 4% or $299,500 at 6%.
Karen Jacobson Profit Sharing Plan-2$579,763$43,128$21,564iApproximate average salary by contribution assumption: employee only about $539,100 at 4% or $359,400 at 6%; with 50% employer match about $359,400 at 4% or $239,600 at 6%; with 100% employer match about $269,550 at 4% or $179,700 at 6%.
Karen Jacobson Money Purchase Plan-2$409,219$28,752$14,376iApproximate average salary by contribution assumption: employee only about $359,400 at 4% or $239,600 at 6%; with 50% employer match about $239,600 at 4% or $159,733 at 6%; with 100% employer match about $179,700 at 4% or $119,800 at 6%.
200422$914,251$48,622$24,311iApproximate average salary by contribution assumption: employee only about $607,775 at 4% or $405,183 at 6%; with 50% employer match about $405,183 at 4% or $270,122 at 6%; with 100% employer match about $303,888 at 4% or $202,592 at 6%.
Karen Jacobson Profit Sharing Plan-2$535,291$26,968$13,484iApproximate average salary by contribution assumption: employee only about $337,100 at 4% or $224,733 at 6%; with 50% employer match about $224,733 at 4% or $149,822 at 6%; with 100% employer match about $168,550 at 4% or $112,367 at 6%.
Karen Jacobson Money Purchase Plan-2$378,960$21,654$10,827iApproximate average salary by contribution assumption: employee only about $270,675 at 4% or $180,450 at 6%; with 50% employer match about $180,450 at 4% or $120,300 at 6%; with 100% employer match about $135,338 at 4% or $90,225 at 6%.
200322$801,602$26,352$13,176iApproximate average salary by contribution assumption: employee only about $329,400 at 4% or $219,600 at 6%; with 50% employer match about $219,600 at 4% or $146,400 at 6%; with 100% employer match about $164,700 at 4% or $109,800 at 6%.
Karen Jacobson Profit Sharing Plan-2$469,695$15,811$7,906iApproximate average salary by contribution assumption: employee only about $197,638 at 4% or $131,758 at 6%; with 50% employer match about $131,758 at 4% or $87,839 at 6%; with 100% employer match about $98,819 at 4% or $65,879 at 6%.
Karen Jacobson Money Purchase Plan-2$331,907$10,541$5,271iApproximate average salary by contribution assumption: employee only about $131,763 at 4% or $87,842 at 6%; with 50% employer match about $87,842 at 4% or $58,561 at 6%; with 100% employer match about $65,881 at 4% or $43,921 at 6%.
200222$258,803$7,580$3,790iApproximate average salary by contribution assumption: employee only about $94,750 at 4% or $63,167 at 6%; with 50% employer match about $63,167 at 4% or $42,111 at 6%; with 100% employer match about $47,375 at 4% or $31,583 at 6%.
Karen Jacobson Money Purchase Plan-2$258,803$7,580$3,790iApproximate average salary by contribution assumption: employee only about $94,750 at 4% or $63,167 at 6%; with 50% employer match about $63,167 at 4% or $42,111 at 6%; with 100% employer match about $47,375 at 4% or $31,583 at 6%.
Karen Jacobson Profit Sharing Plan-2---
200122$0$0-
Karen Jacobson Profit Sharing Plan-2---
Karen Jacobson Money Purchase Plan-2---
200022$0$0-
Karen Jacobson Profit Sharing Plan-2---
Karen Jacobson Money Purchase Plan-2---
199921$672,420$25,801$25,801iApproximate average salary by contribution assumption: employee only about $645,025 at 4% or $430,017 at 6%; with 50% employer match about $430,017 at 4% or $286,678 at 6%; with 100% employer match about $322,513 at 4% or $215,008 at 6%.
Karen Jacobson Profit Sharing Plan-1$402,577$16,437$16,437iApproximate average salary by contribution assumption: employee only about $410,925 at 4% or $273,950 at 6%; with 50% employer match about $273,950 at 4% or $182,633 at 6%; with 100% employer match about $205,463 at 4% or $136,975 at 6%.
Karen Jacobson Money Purchase Plan-1$269,843$9,364$9,364iApproximate average salary by contribution assumption: employee only about $234,100 at 4% or $156,067 at 6%; with 50% employer match about $156,067 at 4% or $104,044 at 6%; with 100% employer match about $117,050 at 4% or $78,033 at 6%.
Karen Jacobson | EIN 13-3279720 | 2008 Form 5500 Company Profile