Civic Intelligence

Charles W. Jacobsen Inc.

Plan context: Charles W. Jacobsen Inc. Retirement Savings Plan

EIN 16-0869970 • Syracuse, NY • 16 filings • 2 plans

225 Wilkinson StSyracuse, NY 13204
Current Snapshot

Latest Year

2014

2014 Participants

6

2014 Assets

$1,120,364

2014 Contributions

$2,325

Historical Graphs

Total Assets Over Time

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

$1,158,091$579,046$0199920102013YearValue
$1,120,364Latest year 2013

Participants Over Time

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

21110199920062013YearValue
6Latest year 2013

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
201410$0$0-
Charles W. Jacobsen Inc. Retirement Savings Plan-0$0$0-
201316$1,120,364$2,325$388iApproximate average salary by contribution assumption: employee only about $9,688 at 4% or $6,458 at 6%; with 50% employer match about $6,458 at 4% or $4,306 at 6%; with 100% employer match about $4,844 at 4% or $3,229 at 6%.
Charles W. Jacobsen Inc. Retirement Savings Plan-6$1,120,364$2,325$388iApproximate average salary by contribution assumption: employee only about $9,688 at 4% or $6,458 at 6%; with 50% employer match about $6,458 at 4% or $4,306 at 6%; with 100% employer match about $4,844 at 4% or $3,229 at 6%.
201217$1,084,723$3,800$543iApproximate average salary by contribution assumption: employee only about $13,571 at 4% or $9,048 at 6%; with 50% employer match about $9,048 at 4% or $6,032 at 6%; with 100% employer match about $6,786 at 4% or $4,524 at 6%.
Charles W. Jacobsen Inc. Retirement Savings Plan-7$1,084,723$3,800$543iApproximate average salary by contribution assumption: employee only about $13,571 at 4% or $9,048 at 6%; with 50% employer match about $9,048 at 4% or $6,032 at 6%; with 100% employer match about $6,786 at 4% or $4,524 at 6%.
201117$962,909$22,804$3,258iApproximate average salary by contribution assumption: employee only about $81,443 at 4% or $54,295 at 6%; with 50% employer match about $54,295 at 4% or $36,197 at 6%; with 100% employer match about $40,721 at 4% or $27,148 at 6%.
Charles W. Jacobsen Inc. Retirement Savings Plan-7$962,909$22,804$3,258iApproximate average salary by contribution assumption: employee only about $81,443 at 4% or $54,295 at 6%; with 50% employer match about $54,295 at 4% or $36,197 at 6%; with 100% employer match about $40,721 at 4% or $27,148 at 6%.
201017$959,011$17,108$2,444iApproximate average salary by contribution assumption: employee only about $61,100 at 4% or $40,733 at 6%; with 50% employer match about $40,733 at 4% or $27,156 at 6%; with 100% employer match about $30,550 at 4% or $20,367 at 6%.
Charles W. Jacobsen Inc. Retirement Savings Plan-7$959,011$17,108$2,444iApproximate average salary by contribution assumption: employee only about $61,100 at 4% or $40,733 at 6%; with 50% employer match about $40,733 at 4% or $27,156 at 6%; with 100% employer match about $30,550 at 4% or $20,367 at 6%.
200918$892,337$25,294$3,162iApproximate average salary by contribution assumption: employee only about $79,044 at 4% or $52,696 at 6%; with 50% employer match about $52,696 at 4% or $35,131 at 6%; with 100% employer match about $39,522 at 4% or $26,348 at 6%.
Charles W. Jacobsen Inc. Retirement Savings Plan-8$892,337$25,294$3,162iApproximate average salary by contribution assumption: employee only about $79,044 at 4% or $52,696 at 6%; with 50% employer match about $52,696 at 4% or $35,131 at 6%; with 100% employer match about $39,522 at 4% or $26,348 at 6%.
200817$0$0-
Charles W. Jacobsen Inc. Retirement Savings Plan-7---
2007111$0$0-
Charles W. Jacobsen Inc. Retirement Savings Plan-11---
2006111$0$0-
Charles W. Jacobsen Inc. Retirement Savings Plan-11---
2005111$1,158,091$56,783$5,162iApproximate average salary by contribution assumption: employee only about $129,052 at 4% or $86,035 at 6%; with 50% employer match about $86,035 at 4% or $57,357 at 6%; with 100% employer match about $64,526 at 4% or $43,017 at 6%.
Charles W. Jacobsen Inc. Retirement Savings Plan-11$1,158,091$56,783$5,162iApproximate average salary by contribution assumption: employee only about $129,052 at 4% or $86,035 at 6%; with 50% employer match about $86,035 at 4% or $57,357 at 6%; with 100% employer match about $64,526 at 4% or $43,017 at 6%.
2004112$1,118,012$43,860$3,655iApproximate average salary by contribution assumption: employee only about $91,375 at 4% or $60,917 at 6%; with 50% employer match about $60,917 at 4% or $40,611 at 6%; with 100% employer match about $45,688 at 4% or $30,458 at 6%.
Charles W. Jacobsen Inc. Retirement Savings Plan-12$1,118,012$43,860$3,655iApproximate average salary by contribution assumption: employee only about $91,375 at 4% or $60,917 at 6%; with 50% employer match about $60,917 at 4% or $40,611 at 6%; with 100% employer match about $45,688 at 4% or $30,458 at 6%.
2003112$0$0-
Charles W. Jacobsen Inc. Retirement Savings Plan-12---
2002117$0$0-
Charles W. Jacobsen Inc. Retirement Savings Plan-17---
2001117$0$0-
Charles W. Jacobsen Inc. Retirement Savings Plan-17---
2000120$0$0-
Charles W. Jacobsen Inc. Retirement Savings Plan-20---
1999121$1,129,102$73,853$3,517iApproximate average salary by contribution assumption: employee only about $87,920 at 4% or $58,613 at 6%; with 50% employer match about $58,613 at 4% or $39,076 at 6%; with 100% employer match about $43,960 at 4% or $29,307 at 6%.
Charles W. Jacobsen Inc. Retirement Savings Plan-21$1,129,102$73,853$3,517iApproximate average salary by contribution assumption: employee only about $87,920 at 4% or $58,613 at 6%; with 50% employer match about $58,613 at 4% or $39,076 at 6%; with 100% employer match about $43,960 at 4% or $29,307 at 6%.