Civic Intelligence

Jacobson Partners, L.P.

Plan context: Jacobson Partners, L.P.Profit Sharing Plan

EIN 13-3528702 • North Palm Beach, FL • 33 filings • 5 plans

3 Water Club Way, #801North Palm Beach, FL 33408
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$282

2025 Contributions

$123,000

Historical Graphs

Total Assets Over Time

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

$9,492,993$4,746,497$0199920132025YearValue
$282Latest year 2025

Participants Over Time

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

840199920122024YearValue
3Latest 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
202510$282$0-
Jacobson Partners, L.P.Profit Sharing Plan-0$282$0-
202413$9,177,302$123,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Jacobson Partners, L.P.Profit Sharing Plan-3$9,177,302$123,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
202313$8,181,431$56,000$18,667iApproximate average salary by contribution assumption: employee only about $466,667 at 4% or $311,111 at 6%; with 50% employer match about $311,111 at 4% or $207,407 at 6%; with 100% employer match about $233,333 at 4% or $155,556 at 6%.
Jacobson Partners, L.P.Profit Sharing Plan-3$8,181,431$56,000$18,667iApproximate average salary by contribution assumption: employee only about $466,667 at 4% or $311,111 at 6%; with 50% employer match about $311,111 at 4% or $207,407 at 6%; with 100% employer match about $233,333 at 4% or $155,556 at 6%.
202213$7,670,587$22,438$7,479iApproximate average salary by contribution assumption: employee only about $186,983 at 4% or $124,656 at 6%; with 50% employer match about $124,656 at 4% or $83,104 at 6%; with 100% employer match about $93,492 at 4% or $62,328 at 6%.
Jacobson Partners, L.P.Profit Sharing Plan-3$7,670,587$22,438$7,479iApproximate average salary by contribution assumption: employee only about $186,983 at 4% or $124,656 at 6%; with 50% employer match about $124,656 at 4% or $83,104 at 6%; with 100% employer match about $93,492 at 4% or $62,328 at 6%.
202114$8,570,475$38,500$9,625iApproximate average salary by contribution assumption: employee only about $240,625 at 4% or $160,417 at 6%; with 50% employer match about $160,417 at 4% or $106,944 at 6%; with 100% employer match about $120,313 at 4% or $80,208 at 6%.
Jacobson Partners, L.P.Profit Sharing Plan-4$8,570,475$38,500$9,625iApproximate average salary by contribution assumption: employee only about $240,625 at 4% or $160,417 at 6%; with 50% employer match about $160,417 at 4% or $106,944 at 6%; with 100% employer match about $120,313 at 4% or $80,208 at 6%.
202014$8,599,583$46,084$11,521iApproximate average salary by contribution assumption: employee only about $288,025 at 4% or $192,017 at 6%; with 50% employer match about $192,017 at 4% or $128,011 at 6%; with 100% employer match about $144,013 at 4% or $96,008 at 6%.
Jacobson Partners, L.P.Profit Sharing Plan-4$8,599,583$46,084$11,521iApproximate average salary by contribution assumption: employee only about $288,025 at 4% or $192,017 at 6%; with 50% employer match about $192,017 at 4% or $128,011 at 6%; with 100% employer match about $144,013 at 4% or $96,008 at 6%.
201914$8,093,059$31,650$7,913iApproximate average salary by contribution assumption: employee only about $197,813 at 4% or $131,875 at 6%; with 50% employer match about $131,875 at 4% or $87,917 at 6%; with 100% employer match about $98,906 at 4% or $65,938 at 6%.
Jacobson Partners, L.P.Profit Sharing Plan-4$8,093,059$31,650$7,913iApproximate average salary by contribution assumption: employee only about $197,813 at 4% or $131,875 at 6%; with 50% employer match about $131,875 at 4% or $87,917 at 6%; with 100% employer match about $98,906 at 4% or $65,938 at 6%.
201814$7,730,998$30,900$7,725iApproximate average salary by contribution assumption: employee only about $193,125 at 4% or $128,750 at 6%; with 50% employer match about $128,750 at 4% or $85,833 at 6%; with 100% employer match about $96,563 at 4% or $64,375 at 6%.
Jacobson Partners, L.P.Profit Sharing Plan-4$7,730,998$30,900$7,725iApproximate average salary by contribution assumption: employee only about $193,125 at 4% or $128,750 at 6%; with 50% employer match about $128,750 at 4% or $85,833 at 6%; with 100% employer match about $96,563 at 4% or $64,375 at 6%.
201714$7,763,992$34,393$8,598iApproximate average salary by contribution assumption: employee only about $214,956 at 4% or $143,304 at 6%; with 50% employer match about $143,304 at 4% or $95,536 at 6%; with 100% employer match about $107,478 at 4% or $71,652 at 6%.
Jacobson Partners, L.P.Profit Sharing Plan-4$7,763,992$34,393$8,598iApproximate average salary by contribution assumption: employee only about $214,956 at 4% or $143,304 at 6%; with 50% employer match about $143,304 at 4% or $95,536 at 6%; with 100% employer match about $107,478 at 4% or $71,652 at 6%.
201614$7,719,812$38,114$9,529iApproximate average salary by contribution assumption: employee only about $238,213 at 4% or $158,808 at 6%; with 50% employer match about $158,808 at 4% or $105,872 at 6%; with 100% employer match about $119,106 at 4% or $79,404 at 6%.
Jacobson Partners, L.P.Profit Sharing Plan-4$7,719,812$38,114$9,529iApproximate average salary by contribution assumption: employee only about $238,213 at 4% or $158,808 at 6%; with 50% employer match about $158,808 at 4% or $105,872 at 6%; with 100% employer match about $119,106 at 4% or $79,404 at 6%.
201515$7,589,047$72,395$14,479iApproximate average salary by contribution assumption: employee only about $361,975 at 4% or $241,317 at 6%; with 50% employer match about $241,317 at 4% or $160,878 at 6%; with 100% employer match about $180,988 at 4% or $120,658 at 6%.
Jacobson Partners, L.P.Profit Sharing Plan-5$7,589,047$72,395$14,479iApproximate average salary by contribution assumption: employee only about $361,975 at 4% or $241,317 at 6%; with 50% employer match about $241,317 at 4% or $160,878 at 6%; with 100% employer match about $180,988 at 4% or $120,658 at 6%.
201416$8,487,041$106,809$17,802iApproximate average salary by contribution assumption: employee only about $445,038 at 4% or $296,692 at 6%; with 50% employer match about $296,692 at 4% or $197,794 at 6%; with 100% employer match about $222,519 at 4% or $148,346 at 6%.
Jacobson Partners, L.P.Profit Sharing Plan-6$8,487,041$106,809$17,802iApproximate average salary by contribution assumption: employee only about $445,038 at 4% or $296,692 at 6%; with 50% employer match about $296,692 at 4% or $197,794 at 6%; with 100% employer match about $222,519 at 4% or $148,346 at 6%.
201316$8,737,046$113,061$18,844iApproximate average salary by contribution assumption: employee only about $471,088 at 4% or $314,058 at 6%; with 50% employer match about $314,058 at 4% or $209,372 at 6%; with 100% employer match about $235,544 at 4% or $157,029 at 6%.
Jacobson Partners, L.P.Profit Sharing Plan-6$8,737,046$113,061$18,844iApproximate average salary by contribution assumption: employee only about $471,088 at 4% or $314,058 at 6%; with 50% employer match about $314,058 at 4% or $209,372 at 6%; with 100% employer match about $235,544 at 4% or $157,029 at 6%.
201217$8,615,204$0-
Jacobson Partners, L.P.Profit Sharing Plan-7$8,615,204$0-
201117$7,416,293$0-
Jacobson Partners, L.P.Profit Sharing Plan-7$7,416,293$0-
201017$8,508,522$0-
Jacobson Partners, L.P.Profit Sharing Plan-7$8,508,522$0-
200918$7,470,224$0-
Jacobson Partners, L.P.Profit Sharing Plan-8$7,470,224$0-
200817$5,330,343$0-
Jacobson Partners, L.P.Profit Sharing Plan-7$5,330,343--
200717$0$0-
Jacobson Partners, L.P.Profit Sharing Plan-7---
200618$9,492,993$110,505$13,813iApproximate average salary by contribution assumption: employee only about $345,328 at 4% or $230,219 at 6%; with 50% employer match about $230,219 at 4% or $153,479 at 6%; with 100% employer match about $172,664 at 4% or $115,109 at 6%.
Jacobson Partners, L.P.Profit Sharing Plan-8$9,492,993$110,505$13,813iApproximate average salary by contribution assumption: employee only about $345,328 at 4% or $230,219 at 6%; with 50% employer match about $230,219 at 4% or $153,479 at 6%; with 100% employer match about $172,664 at 4% or $115,109 at 6%.
200517$8,536,502$61,813$8,830iApproximate average salary by contribution assumption: employee only about $220,761 at 4% or $147,174 at 6%; with 50% employer match about $147,174 at 4% or $98,116 at 6%; with 100% employer match about $110,380 at 4% or $73,587 at 6%.
Jacobson Partners, L.P.Profit Sharing Plan-7$8,536,502$61,813$8,830iApproximate average salary by contribution assumption: employee only about $220,761 at 4% or $147,174 at 6%; with 50% employer match about $147,174 at 4% or $98,116 at 6%; with 100% employer match about $110,380 at 4% or $73,587 at 6%.
200416$5,587,479$133,840$22,307iApproximate average salary by contribution assumption: employee only about $557,667 at 4% or $371,778 at 6%; with 50% employer match about $371,778 at 4% or $247,852 at 6%; with 100% employer match about $278,833 at 4% or $185,889 at 6%.
Jacobson Partners, L.P.Profit Sharing Plan-6$5,587,479$133,840$22,307iApproximate average salary by contribution assumption: employee only about $557,667 at 4% or $371,778 at 6%; with 50% employer match about $371,778 at 4% or $247,852 at 6%; with 100% employer match about $278,833 at 4% or $185,889 at 6%.
200326$4,477,168$107,219$17,870iApproximate average salary by contribution assumption: employee only about $446,746 at 4% or $297,831 at 6%; with 50% employer match about $297,831 at 4% or $198,554 at 6%; with 100% employer match about $223,373 at 4% or $148,915 at 6%.
Jacobson Partners, L.P.Profit Sharing Plan-6$4,477,168$107,219$17,870iApproximate average salary by contribution assumption: employee only about $446,746 at 4% or $297,831 at 6%; with 50% employer match about $297,831 at 4% or $198,554 at 6%; with 100% employer match about $223,373 at 4% or $148,915 at 6%.
Jacobson Partners, L.P. Money Purchase Plan-0---
200226$3,286,600$117,397$19,566iApproximate average salary by contribution assumption: employee only about $489,154 at 4% or $326,103 at 6%; with 50% employer match about $326,103 at 4% or $217,402 at 6%; with 100% employer match about $244,577 at 4% or $163,051 at 6%.
Jacobson Partners, L.P. Money Purchase Plan-6$2,360,086$29,349$4,892iApproximate average salary by contribution assumption: employee only about $122,288 at 4% or $81,525 at 6%; with 50% employer match about $81,525 at 4% or $54,350 at 6%; with 100% employer match about $61,144 at 4% or $40,763 at 6%.
Jacobson Partners, L.P.Profit Sharing Plan-6$926,514$88,048$14,675iApproximate average salary by contribution assumption: employee only about $366,867 at 4% or $244,578 at 6%; with 50% employer match about $244,578 at 4% or $163,052 at 6%; with 100% employer match about $183,433 at 4% or $122,289 at 6%.
200127$0$0-
Jacobson Partners, L.P. Money Purchase Plan-7---
Jacobson Partners, L.P.Profit Sharing Plan-7---
200035$2,007,918$26,789$5,358iApproximate average salary by contribution assumption: employee only about $133,945 at 4% or $89,297 at 6%; with 50% employer match about $89,297 at 4% or $59,531 at 6%; with 100% employer match about $66,973 at 4% or $44,648 at 6%.
JACOBSON PARTNERS MONEY PURCHASE PLAN-5$2,007,918$26,789$5,358iApproximate average salary by contribution assumption: employee only about $133,945 at 4% or $89,297 at 6%; with 50% employer match about $89,297 at 4% or $59,531 at 6%; with 100% employer match about $66,973 at 4% or $44,648 at 6%.
Jacobson Partners, L.P. Money Purchase Plan-5---
Jacobson Partners, L.P.Profit Sharing Plan-5---
199928$2,494,308$117,813$14,727iApproximate average salary by contribution assumption: employee only about $368,166 at 4% or $245,444 at 6%; with 50% employer match about $245,444 at 4% or $163,629 at 6%; with 100% employer match about $184,083 at 4% or $122,722 at 6%.
Jacobson Partners, L.P. Money Purchase Plan-8$1,621,911$30,453$3,807iApproximate average salary by contribution assumption: employee only about $95,166 at 4% or $63,444 at 6%; with 50% employer match about $63,444 at 4% or $42,296 at 6%; with 100% employer match about $47,583 at 4% or $31,722 at 6%.
Jacobson Partners, L.P.Profit Sharing Plan-8$872,397$87,360$10,920iApproximate average salary by contribution assumption: employee only about $273,000 at 4% or $182,000 at 6%; with 50% employer match about $182,000 at 4% or $121,333 at 6%; with 100% employer match about $136,500 at 4% or $91,000 at 6%.
Jacobson Partners, L.P. | EIN 13-3528702 | 2025 Form 5500 Company Profile